Document Management news & resources

Oops I did it again: Placing blame on ERP data security failures

by Mark Polino
Four principles can guide an organization to adopt practices that build in good security practices. 
Business Central Data Management Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Security

PandaDoc raises $15 Million Series B, backed in part by Microsoft Ventures

by Linda Rosencrance
Microsoft Ventures expects PandaDoc's document automation product to raise industry standards for digital transformation
Customer Engagement Document Management Dynamics 365 Dynamics CRM Electronic Signatures Microsoft Corporate

Microsoft Dynamics 365 for Project Service Automation: Five collaboration tools for sales & project delivery

by Ashley Harbaugh
Microsoft Dynamics 365 for Project Service Automation offers tools to move seamlessly between closing a sale through closing a project, advises Hitachi Solutions
Collaborative Workspaces Customer Engagement Customer Insights - Journeys (Marketing) Document Management Dynamics 365 Email Management Project Management Sales Sales & Marketing Social Networks

Indegene, Microsoft plan 'conversational CRM', digital content management for life sciences with Dynamics 365, Omnipresence

by Jason Gumpert
Indegene to integrate its Omnipresence suite with Microsoft Dynamics 365 for Sales to improve performance of sales and medical representatives
Azure Machine Learning Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Indegene Omnipresence Life Sciences Power Automate

Microsoft Dynamics Webcasts, May 15-19, 2017: Excel reporting; GP, SL process automation; EDI, ecommerce for GP

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

From the Microsoft Dynamics GP Blogs: Budgets with Excel; Extract and save GP Doc Attach files; GP Power Tools displays

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

Microsoft Dynamics Webcasts, May 8-12, 2017: Codeless supply chain; Automate POs in GP; AX mobility; AP automation for GP

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting Business Central Business Performance Mgmt Business Process Mgmt Data Integration Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations

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

LATEST VENDOR RESOURCES

Engineering Object Management in Dynamics 365 with Bluestar PLM

Bluestar PLM

Zetadocs implementation services

Zetadocs

From Manual to Modern: Rethinking AP Fraud Prevention for a Leaner, Safer Finance Operation

Yooz

Payment Batches That Run Themselves: Meet Action Board Scheduler for Business Central

Mekorma

Designing AP Automation in D365 Finance: Balancing Go-Live vs. Long-Term Optimization

Truvio
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The State of AI Adoption in Finance for 2026

Yooz
Finance teams are moving beyond AI experimentation and beginning to embed AI into core financial workflows to improve efficiency, controls, and operational performance.
AI Agents AI and Machine Learning AP Automation Azure Business Central Copilot Document Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Financial Management

A Simpler Path to AP Automation for IT Teams

Mekorma
How embedded AP automation reduces long-term IT burden.
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Consolidation Accounting Construction

Making AP Work Easier: Streamlining Daily Tasks with Automation

Zetadocs
See how AI automates invoice capture, matching, approvals, and secure storage.
AP Automation Business Central Document Automation Document Management Dynamics 365 Invoice Processing

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

Your Guide to a Smooth and Stress-Free Tax Season for Accounts Payable

Mekorma
Tax season doesn’t have to be overwhelming, especially for Dynamics users
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Azure BI and Reporting Billing Boating
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VIPA Hellas: Achieving Container-Level Inventory Visibility and Warehouse Accuracy with Business Central and Insight Works

Insight Works
Discover how VIPA Hellas unified their container-driven warehouse with Business Central and Insight Works to achieve real-time inventory traceability.
AI and Machine Learning Azure Business Central Copilot Distribution Document Management Dynamics 365 Inventory Management Warehouse Management

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
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SharePoint Knowledge AI Search – AI Copilot Agent for Intelligent SharePoint Document Discovery

SharePoint Knowledge AI Search transforms how organizations discover, analyze, and utilize knowledge stored in SharePoint...
AI Agents AI and Machine Learning Automated Data Collection Azure Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Dynamics CRM

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 Data Integration Data Management Document Management Dynamics 365 Field Service Master Data Mgmt Power Apps Power Platform Project Service Automation

SharePoint Security Sync - Dynamics 365 SharePoint Integration

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
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