Document Management news & resources

From the Microsoft Power Platform blogs: Column-level security; Identity provider; Task-related item; Attachment control

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Data Management Dataverse (CDS) Document Automation Document Management Power Apps Power Automate Power Pages Power Platform Security Workflow Management

From the Microsoft Power Platform blogs: Approval task link; DevTools extension; Upload files to SharePoint; Replace a copilot

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Data Integration Dataverse (CDS) Document Management Portals Power Apps Power Automate Power Pages Power Platform Power Virtual Agents

From the Microsoft Power Platform blogs: GA of preview features; Power Apps code view; Custom document validation; Sequential approval

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Azure Business Process Mgmt Development Document Automation Document Management Power Apps Power Automate Power Platform Workflow Management

From the Microsoft Dynamics GP Blogs: PO return hangs; GP company reminder; Document management; Adding windows to GP menus

by MSDW Reporter
A selection of the latest insights from the Dynamics GP blogs
Accounting Document Management Dynamics GP User Adoption

From the Microsoft Dynamics 365 CE/CRM Blogs: Formula suggestions; SharePoint integration; Phone call tagging; Data masking

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Business Process Mgmt Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Document Management Dynamics 365 Sales & Marketing Security Telephony

15 Key Showcase Takeaways: Cool Tools Built On Power Platform for Dynamics 365

by Anya Ciecierski
Vendors preview the highlights of their demos at this upcoming event
Billing Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Marketing Automation Portals Power Platform Sales Sales & Marketing

Azure Partner Updates: Cloud partnership; Biomedical data analytics; Document analytics

by MSCN Reporter
The latest Azure partner updates
AI and Machine Learning Azure BI and Reporting Compute Data Management Databases Development Document Management Financial Services Integration Life Sciences

Biz Apps Buzz, Episode 2: Metafile's AI enhancements

by MSDW Reporter
AI and Machine Learning AP Automation Accounting Azure Biz Apps Buzz Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP

SignUp Software acquires Axtension from Fellowmind, broadening Dynamics 365 solution portfolio

by MSDW Reporter
Deal gives SignUp solutions covering AP, document management, project and shipment orchestration, project management, and production planning
AP Automation Document Automation Document Management Dynamics 365 Dynamics AX Enterprise Content Mgmt Finance and Operations Invoice Processing Project Management Shipping

From the Microsoft Dynamics GP Blogs: Pre-release installers; Stuck batches; Document attachment; eConnect

by MSDW Reporter

A selection of the latest insights from the Dynamics GP blogs

Accounting Data Integration Document Management Dynamics GP

LATEST VENDOR RESOURCES

The All-in-One Solution for a Smooth Experience Using SharePoint for Dynamics 365 Document Management

Connecting Software

Maximize SharePoint Flexibility with SharePoint Structure Creator – Free Trial Available

Connecting Software

Advanced Permissions Mapping Setup with CB Dynamics 365 To SharePoint Permissions Replicator

Connecting Software

Getting started with CB Dynamics 365 to SharePoint Permissions Replicator - Step by Step

Connecting Software

Top 10 Game-Changing Features in Dynamics 365 Finance

Arctic IT
More Document Management Videos

Document Management in SharePoint - Best Practices Analysis

Connecting Software
This whitepaper analyzes six best practices for SharePoint document management, aiming to assist both users and administrators in optimizing their use of the platform.
Document Management Dynamics 365

Using Microsoft SharePoint to Optimize Document Management in Microsoft Dynamics 365

Connecting Software
Learn how to set up the best environment for document management in Dynamics 365 including a SharePoint integration
Data Integration Document Management Dynamics 365

Building the Case for AP Automation with Microsoft Dynamics (Infographic)

Metafile
Here’s how you can build a compelling case for AP automation in your department.
AI and Machine Learning AP Automation Azure Business Central Document Automation Document Management Dynamics 365 Dynamics GP Dynamics SL Finance and Operations Robotic Process Automation (RPA)

Optimizing Accounts Payable Operations: Best Practices and Efficiency with AP Automation

Metafile
What a typical AP workflow looks like, and how can automation solutions transform these steps
AI and Machine Learning AP Automation Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

AP Automation’s Role in the Financial Security Ecosystem

Metafile
AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL
More Document Management White Papers

Ensuring Document Authenticity in Banking with CB Blockchain Seal

Connecting Software
Discover how Connecting Software's CB Blockchain Seal revolutionized document authentication for a Portuguese bank.
Data Integration Document Automation Document Management

Improving Document Access at Liebherr

Connecting Software
How did Europe’s largest privately owned manufacturer of refrigerators and freezers solved the complex issue of preventing unauthorized accesses through SharePoint
Customer Engagement Document Automation Document Management Dynamics 365 Manufacturing

Abilene Machine Automates Personalized Document Creation with Lasernet

Formpipe Software

Learn Formpipe's Lasernet software helped Abilene Machine to create, modify and distribute personalized documents to their customers after migrating to Microsoft Dynamics ...

Agriculture Business Central Communications Customer Experience (CX) Distribution Document Management Dynamics 365 Finance and Operations Manufacturing Retail Unified Communication

Pura Vida Bracelets Modernizes Product Catalog with Lasernet

Formpipe Software

Pura Vida Bracelets was recently acquired by Vera Bradley, which uses Lasernet and is a current customer of Lasernet Distribution, a Formpipe partner

&nbs...

Document Automation Document Management Dynamics 365 Dynamics AX E-Commerce Finance and Operations

Arizona-Based Fastener, Bolt and Nut Company Automates Processes with Lasernet

Formpipe Software

Copper State Bolt & Nut uses Lasernet to streamline their custom label printing between Dynamics 365 and their e-commerce site to improve process efficiency

Construction Distribution Document Automation Document Management Dynamics 365 Finance and Operations
More Document Management Case Studies

Level the Paying Field: AP Automation with PairSoft

With PaperSave by PairSoft, location isn’t a factor for your multilocation business, and neither are time- consuming...
AP Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing

PairSoft Pay: Fully Managed AP Payments

PairSoft Pay is a single platform that does the work for you — automating electronic payments while reducing fraud and errors...
AP Automation Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Payment Processing Procurement

Full P2P in Dynamics with PairSoft

Automate your entire Procure-to-Pay process in one natively integrated system, maintain a centralized records database, move...
AP Automation Document Management Dynamics 365 Dynamics GP Payment Processing Procurement

Requisition and Procurement in Dynamics 365 BC

Automate your Procurement process from requisition through invoice, move projects forward, gain real-time visibility and...
Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing Procurement

DocXtender for Business Central

A free app that enables users to attach documents to any Business Central record with a simple drag and drop. DocXtender for...
Business Central Distribution Distribution Document Automation Document Management Dynamics 365 Manufacturing Manufacturing
More Document Management Solutions