Document Management news & resources

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

Microsoft Reaffirms Future of Dynamics NAV, Charts Path to 200K Customers

by Jason Gumpert
From improved use of Microsoft technology to aspirations for a broader partner channel, Microsoft has advised NAV partners that changes are afoot.
Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Cortana Intelligence Suite Data Integration Directions 2016 Document Automation Document Management Dynamics 365

Microsoft Dynamics Partner Roundup: Grants Management for Aussie Fed; AX Chem Integration; Document Automation Add-ons; New NAV Financing

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central Chemicals Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Government

LATEST VENDOR RESOURCES

10 Reasons Why Insight Works is Your Ultimate Business Central ISV

Insight Works

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Maximizing Cash and Controlling Spend in BC: A Financial Lifecycle for CFOs

SignUp Software

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

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic
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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
More Document Management White Papers

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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Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security

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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