Document Management news & resources

After Dreamforce: How Microsoft Dynamics CRM Stays Ahead of Salesforce on Productivity

by Jason Gumpert
With Microsoft committed to more and better integration of new Office tools to Salesforce, the Dynamics CRM team seems to sense a new urgency in its roadmap
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM Email Management Marketing Power Automate SaaS

Microsoft Begins Revealing More Dynamics GP 2016 Planned Features, Release Plans, Roadmap Updates

by Jason Gumpert
Plans for GP 2016 web client appear to hold steady, with new details about document management, Power BI, workflow.
BI and Reporting Document Management Dynamics GP GP 2016 HTML5 Power BI Power BI Power Platform Web Client

Microsoft Plans Dynamics CRM 2016 Release With Range of Productivity Updates

by Jason Gumpert
With CRM 2016, Dynamics CRM will continue its ambitious development cadence and its commitment to working well with other product teams 
CRM 2016 Cortana Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Delve Document Automation Document Management Dynamics 365 Dynamics CRM Email Management

From the Microsoft Dynamics NAV Blogs: New design pattern; Assembly order posting; PowerShell error fix; OneNote integration

by Linda Rosencrance
A selection of the latest insights from the NAV community
Accounting BI and Reporting Business Central Document Management Dynamics 365 Dynamics NAV NAV 2015 PowerShell

Microsoft Updates Dynamics NAV Roadmap Beyond NAV 2016, Demonstrates More Connected Future

by Jason Gumpert
Azure SQL compatibility, workflow, and document automation expected in NAV 2016, while more Office 365-native capabilities planned for the future
Business Central Business Performance Mgmt Business Process Mgmt Corfu Data Integration Document Automation Document Management Dynamics 365 Dynamics NAV EDI NAV 2016 Power Automate

Make Way for Microsoft Dynamics NAV 2016

by Dann Anthony Maurno
NAV 2016 to deliver new architectural benefits of Microsoft cloud, functional improvements around document management, workflow, E-services
Business Central Business Process Mgmt Corfu Document Automation Document Management Dynamics 365 Dynamics NAV EDI NAV 2016 Power Automate Workflow Management

Microsoft Dynamics Partner Roundup: GP sales doc editing; Email tracking; AX supply chain win; CPQ success

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
CPQ (Configure, Price, Quote) Distribution Document Management Dynamics AX Dynamics CRM Dynamics GP Email Management Sales Quoting Supply Chain Management

A Beginner's Guide to Microsoft Dynamics GP 2015 R2

by Curt Finch
What the new features mean for existing GP customers considering an upgrade
Business Performance Mgmt Business Process Mgmt Document Management Dynamics GP GP 2015 R2 Upgrades Workflow Management

Microsoft Dynamics GP 2015 R2 Now Available

by Jason Gumpert
Microsoft quietly releases the new version for customers and partners, adding all-in-one viewer, Time Management app, AP workflow, and more

AP Automation Document Management Dynamics GP GP 2015 R2 Mobile Applications Service Based Architecture (SBA) Time & Attendance Workflow Management

Microsoft Dynamics Partner Roundup: SaaS enterprise practice management; CRM document management; AX security add-on; AX test prep

by Jason Gumpert
A selection of recent announcements from the Dynamics partner channel
AX 2012 R3 CfMD Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Logistics Professional Services Project Service Automation SaaS

LATEST VENDOR RESOURCES

Podcast Video: Strategies for Success with AP and Automation

Metafile

Portals Community Call, January 2024: Document Management on Power Pages

MSDynamicsWorld.com Features

Tips & Tricks for Dynamics AP Automation

PairSoft

Invoice Workflow Demo from PairSoft

PairSoft

Effortless Invoice Approval with PairSoft

PairSoft
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Optimizing Accounts Payable Operations: Best Practices and Efficiency with AP Automation

Metafile
What a typical AP workflow looks like, and how can automation solutions transform these steps
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

AP Automation’s Role in the Financial Security Ecosystem

Metafile
AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

Transforming the Manufacturing Sector: AP Automation for Streamlined Supply Chain Management

Metafile
AP automation helps manufacturing businesses manage their operations, finances, and vendor relationships by streamlining the accounts payable process.
AP Automation Accounting Azure Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Invoice Processing

The CFO's Guide to AP Automation

PairSoft
Full visibility over your organization and cash flow is possible — CFOs just need to know where to start
AI AP Automation Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Fraud Protection Payment Processing Procurement

Intelligent Automation in Accounts Payable

PairSoft
PairSoft's definitive guide on AP automation that natively integrates in your ERP
AP Automation Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Payment Processing Procurement
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Abilene Machine Automates Personalized Document Creation with Lasernet

Formpipe Software

Learn Formpipe's Lasernet software helped Abilene Machine to create, modify and distribute personalized documents to their customers after migrating to Microsoft Dynamics ...

Agriculture Business Central Communications Customer Experience (CX) Distribution Document Management Dynamics 365 Finance and Operations Manufacturing Retail Unified Communication

Pura Vida Bracelets Modernizes Product Catalog with Lasernet

Formpipe Software

Pura Vida Bracelets was recently acquired by Vera Bradley, which uses Lasernet and is a current customer of Lasernet Distribution, a Formpipe partner

&nbs...

Document Automation Document Management Dynamics 365 Dynamics AX E-Commerce Finance and Operations

Arizona-Based Fastener, Bolt and Nut Company Automates Processes with Lasernet

Formpipe Software

Copper State Bolt & Nut uses Lasernet to streamline their custom label printing between Dynamics 365 and their e-commerce site to improve process efficiency

Construction Distribution Document Automation Document Management Dynamics 365 Finance and Operations

California Home Improvement Supplier Streamlines Customer Document Processes with Lasernet

Formpipe Software

Lasernet plays a vital role in updating our AR Payment Portal, by converting documents to PDF and storing them directly in the database

Document Automation Document Management Dynamics 365 Finance and Operations

Midwich Revolutionizes its Document Management Process with Dynamics 365, supported by DXC and Formpipe.

Formpipe Software

As part of its Dynamics 365 implementation, Midwich began looking for a solution that could help it manage an array of output documents

Document Automation Document Management Dynamics 365 Finance and Operations Invoice Processing Software
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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
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