Document Management news & resources

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

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

LATEST VENDOR RESOURCES

PII Complii for Dynamics 365 Business Central

WebSan Solutions

Zetadocs: Ready to go on Business Central

Zetadocs

Electronic invoicing on Business Central with Zetadocs

Zetadocs

Send Remittance Advice on Business Central with Zetadocs

Zetadocs

Collections Management on Business Central with Zetadocs

Zetadocs
More Document Management Videos

Scaling Aging Services with AP Automation: Handling Increased Demand Efficiently

Metafile
As the aging population grows, aging services providers must scale operations without compromising care quality
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

Enhancing Accounts Payable Automation with AI-Enabled Intelligent Recognition

Metafile
Investing in AP automation technology is about setting the stage for a more efficient, accurate, and future-ready financial management system.
AI AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

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)
More Document Management White Papers

How Copper State Optimized Labelling Operations and Report Generation with Lasernet

Formpipe Software
Lasernet helped streamline their labelling program to allow warehouse-specific customizations and solve local printing requirements
Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Finance and Operations Manufacturing Warehouse Management

Cross Manufacturing Unifies Dynamics 365 with Historical ERP Data to Optimize Operations and Automate Paperwork with Lasernet

Formpipe Software
Why Cross Manufacturing chose Lasernet to streamline data from their legacy ERP into D365
Aerospace & Defense Business Central Data Management Data Migration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Manufacturing

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

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
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