Document Management news & resources

Microsoft Dynamics Partner Roundup: NAV mobile app; Digital transaction app; New ICSP; New ISV CEO

by Linda Rosencrance

A selection of announcements from the Dynamics partner channel

AppSource Business Central CPQ (Configure, Price, Quote) Customer Engagement Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Marketing

Microsoft Dynamics Partner Roundup: Omni-Channel for CRM; Doc management for GP; E-commerce CfMD; Silver CRM cert

by Linda Rosencrance

A selection of announcements from the Microsoft Dynamics partner channel

Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP E-Commerce EDI Field Service

The User Manual is Dead. Long Live the User Manual.

by Mark Polino

What the Dynamics GP team needs to do next to inform user if they are stepping away from user manuals.

Content Management Document Management Dynamics GP GP 2015 GP 2016 GP 2016 R2

Microsoft Dynamics Webcasts, January 23-27, 2017: AX inventory closing; Dynamics 365 for high-tech; Document management for digital transformation

by Dann Anthony Maurno

Microsoft Dynamics Webcasts, January 23-27, 2017: Microsoft Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.

Business Central Costing for Microsoft Dynamics AX & 365 for Operations Customer Engagement Digital Transformation Distribution Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Electronics

New features for Microsoft Flow: New connectors and a profusion of templates

by Dann Anthony Maurno

Microsoft Flow appears to be fulfilling its promise of rapid development and distribution of useful flows, apps and connectors

Business Central Business Process Mgmt Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics SL Email Management

From the Microsoft Dynamics CRM Blogs: Extra dashboards; Appointment entity; SQL Server error; Code editor tool

by Linda Rosencrance

A selection of the latest insight from the Dynamics CRM blogs

Customer Engagement Document Management Dynamics 365 Dynamics CRM Social Networks

Microsoft Dynamics Webcasts, Dec 19 - 24: NAV 2017 in Office 365; CRM for emergency response

by Dann Anthony Maurno

Microsoft Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction

Business Central Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Data Integration Document Management Dynamics 365 Dynamics CRM Dynamics NAV Education Financial Management Power Automate

Microsoft Dynamics Webcasts, Nov. 22 - Dec. 2: Dynamics 365 priorities; Document management your 'lifeblood'; Future of manufacturing

by Dann Anthony Maurno

Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.

AP Automation Accounting Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Electronics Fabless Semiconductor Finance and Operations Manufacturing Supply Chain Management

Accounts Payable: To Automate or Not to Automate?

by Anna Tujunen

More automation means more productivity, but which processes are the best candidates, and what are the risks?

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

MSDW Surveys: Microsoft Dynamics GP users eager to automate AP, but struggle with how

by Karen Kroll

An expert panel explores why companies are dragging their feet to automate AP processes.

AP Automation Accounting Business Process Mgmt Configuration & Development Data Integration Document Automation Document Management Dynamics GP E-Commerce EDI Email Management Enterprise Architecture

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