Document Management news & resources

MSDW Podcast: How Yooz builds strong Microsoft Dynamics channel partnerships

by MSDW Reporter

Discussing how Yooz and Innovia have built a successful partnership to serve Dynamics ERP clients

AP Automation Business Central Document Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Invoice Processing MSDW Podcast

MSDW Podcast: Delivering Record-to-Report in Dynamics 365 Business Central

by MSDW Reporter

Putting content under control in Business Central with ExFlow Content Gate from SignUp Software

Auditing Document Automation Document Management Governance, Risk, and Compliance (GRC) MSDW Podcast

From the Microsoft Dynamics 365 Business Central blogs: Production order cancellations; Automate payables processes; Recurring general journal; ToText method

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 Business Central blogs

AP Automation Business Central Document Management Dynamics 365 Dynamics NAV Financial Management Order Management Supply Chain Execution Workflow Management

MSDW Podcast: Unlock the Unknown Potential of Your Document Management System

by MSDW Reporter

Roger Cruz of ERP Mechanics reflects on his experiences implementing document management solutions

Document Automation Document Management Dynamics 365 Dynamics AX Finance and Operations

From the Microsoft Dynamics 365 Business Central blogs: Streamlining construction; Upgrade code; Email documents; Mastering manufacturing

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 Business Central blogs

Business Central Construction Data Management Document Management Dynamics 365 Dynamics NAV Manufacturing Master Data Mgmt

From the Microsoft Dynamics 365 Finance and Supply Chain Management: Azure Synapse Link for Dataverse; Vanishing pending documents; Sales return process; AX to F&O Transition

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs

Accounting Data Management Document Management Dynamics 365 Dynamics AX Finance and Operations Sales Order Processing

12 Key Takeaways to Expect from the AP Automation Comparison Showcase for D365 Finance

by Anya Ciecierski

Learn why to join the AP Automation Comparison Showcase for Dynamics 365 Finance/AX

AP Automation Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing

From the Microsoft Dynamics 365 Business Central blogs: G/L budget issues; External document number; Foreign currency; Integrating POS

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 Business Central blogs

Accounting Business Central Document Management Dynamics 365 Dynamics NAV Multicurrency Retail POS

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

Copilot Studio Data Integration Dataverse (CDS) Document Management Portals Power Apps Power Automate Power Pages Power Platform

LATEST VENDOR RESOURCES

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

SignUp Software

Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

SignUp Software

Future-Ready AP Automation: Yooz’s Seamless Integration with Microsoft Dynamics GP & Beyond

Yooz

AP Automation Comparison Showcase for Dynamics 365 Finance, May 2025

MSDW Features

The Metafile Minutes Podcast Episode 1: Meeting of the Minds

Metafile

From Paper to Productivity: How to Automate AP Without Disrupting Operations

Metafile

Unlock productivity and savings without the pain of disruption—AP automation keeps your operations moving while streamlining your processes.

AI AI and Machine Learning AP Automation Accounting Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

Metafile

Stay ahead of supply chain disruptions with AP Automation.

AI AP Automation Accounting Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Why Use a Third-Party Solution for Document Delivery in Business Central?

Zetadocs

Enhancing the document delivery experience

Business Central Document Automation Document Management Dynamics 365 Dynamics NAV

Why Manual Invoice Processing is Costing Manufacturers More Than They Think

Metafile

From labor expenses to missed discounts and compliance risks, the financial burden of manual processing is often overlooked

AI AI and Machine Learning AP Automation Accounting Azure Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

How AP Automation and AI Benefit Retailers

Metafile

Retailers can streamline operations, reduce costs, and improve efficiency

AI and Machine Learning AP Automation Accounting Azure Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Distributor Improves Sales Order Processing with Zetadocs

Zetadocs

Man and Machine’s sales order processing and credit control is now far more efficient

Business Central Distribution Document Management Dynamics 365 Dynamics NAV Sales Order Processing

Zetadocs Heavily Reduces the Quantity of Paper that Coinford Archives

Zetadocs

Able to easily transition to digital document capture with Zetadocs

Business Central Construction Document Management Dynamics 365 Dynamics NAV

Going Paperless is the Healthy Choice for Large Nonprofit Insurance Company

Metafile

Simplified processes, improved reporting, simpler check writes and increased efficiency

AP Automation Document Automation Document Imaging Document Management Dynamics GP Financial Management Insurance Invoice Processing

Largest Behavioral Health Pharmacy Provider Doubles in Size and Efficiency

Metafile

Managers have the ability to see pending invoices and approvals for their specific locations

AP Automation Accounting Document Automation Document Imaging Document Management Dynamics GP Financial Management Healthcare Invoice Processing Procurement

Sun Rich Foods Enjoys the Fruits of Having Paperless Accounting Processes

Metafile

A significant improvement to their Dynamics NAV investment

AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV Invoice Processing Manufacturing

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...

AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

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