Document Management news & resources

Microsoft Dynamics Partner Roundup: Dynamics on AWS; Azure portal; D365 doc management; Live Assist; ISV's new director

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
AP Automation Business Central Customer Engagement Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft Dynamics Webcasts, May 1-5, 2017: Integrate EDI with AX or D365; Manage financial documents

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Business Central Customer Engagement Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV EDI Finance and Operations Financial Management

What if your organization still prefers a network file share? Consider the updated Azure File Services.

by Rob Curls
Why an update to Azure File Server enables users to securely connect to the shares from any location.
Business Central Cloud Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate

From the Microsoft Dynamics GP Blogs: Payables doc attachments; Remove Range operation; Payment register report; Batch control totals

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics GP blogs.
Document Management Dynamics GP Payment Processing

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 Customer Insights - Journeys (Marketing) Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

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

LATEST VENDOR RESOURCES

Dynamics 365 F&O Document Management in Focus: The Latest from Lasernet

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

The Safety Logbook for Business Central from Insight Works

Insight Works

How To Protect Your Finance Team from AI-Powered Fraud in Dynamics F&SCM

SignUp Software
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Evaluating AP Automation Platforms in 2025

Metafile
Automating capture, approvals, and analytics with AI helps cut costs while improving accuracy and compliance
AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

How AP Automation Helps Agriculture Businesses Grow Smarter

Metafile
Automate your agriculture AP process for smarter, scalable growth.
AI and Machine Learning AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

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 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.
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
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ERP Mechanics Supports Capital Lighting Fixture’s Document Management Needs During New ERP Implementation

ERP Mechanics
Document management considerations when rolling out new ERP system
Document Management Dynamics 365 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
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MetaDocs - Document Management System

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

UNPUBLISHED 2 - Dooap – The AP Automation Solution for Microsoft Dynamics 365 for Finance and Operations

About this solution Invoice management shouldn’t be so tedious and time consuming. Dooap’s mobile-first, cloud-native...
AP Automation Accounting Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing
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