Document Management news & resources

Microsoft Dynamics Partner Roundup: AX System Optimization; Windows Mobile App for NAV; SL Doc Management; Omni-Channel for CRM

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Dynamics SL Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Cloud Voice and Video for CRM Online; Social Selling for CRM; AX Practice Leader; AX Publishing Win

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Media & Entertainment Sales Sales & Marketing Unified Communication

From the Microsoft Dynamics GP Blogs: Daily Bank Reconciliations; Doc Attach for PTE; Inventory All-In-One Viewer; GP 2016 SBA

by Jason Gumpert
A selection of the latest insight from the Microsoft Dynamics GP blogs
Accounting Data Integration Distribution Document Management Dynamics GP Financial Management GP 2016 R2 Manufacturing Professional Services Service Based Architecture (SBA)

PandaDoc's Document Automation Offering Now Integrates With Microsoft Dynamics CRM

by Jason Gumpert
Document automation startup offers e-signatures, document templates, and analytics for sales and other CRM-related document sharing.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures SaaS Sales

Microsoft to Preview Azure Information Protection Service: Classification-Based File Protection Beyond your Perimeter

by Dann Anthony Maurno
New solution will provide an eagle’s view of files, wherever they sit, and protect them.
Document Management Dynamics RMS Power Automate Risk Management Security User Management

Agua Mineral San Benedetto’s Paper-to-Paperless Journey with Microsoft Dynamics AX

by Linda Rosencrance
Spanish mineral water company strives to eliminate paper from its business processes and put a zero-paper policy in place.
Document Automation Document Imaging Document Management Dynamics AX Food & Beverage

Microsoft to Amplify Attendees: Champion Dynamics GP + Microsoft Tech At Your Organization

by Jason Gumpert
The Dynamics GP team has stressed the value of the capabilities of GP 2016 in the context of Office 365 and Power BI
Amplify Azure BI and Reporting Document Management Dynamics GP Financial Management GP 2016 GP 2016 R2 GPUG Power BI Power BI Power Platform

Partners Look Ahead to Microsoft Dynamics GP 2016 Release

by Linda Rosencrance
Enthusiasm for the new features due on May 1, and questions about longer term vision
Accounting BI and Reporting Document Management Dynamics GP GP 2016 HTML5 Power BI Power BI Power Platform SmartList Web Client

Microsoft Dynamics GP 2016 Due in May with New Web Interface, Power BI Connectivity

by Jason Gumpert
Microsoft promises a "powerful" release that will transform the way businesses and their people use and interact with ERP.
BI and Reporting Document Management Dynamics GP GP 2016 OData Power BI Power BI Power Platform

Meet the New Microsoft Dynamics AX, And The Existing Customers That Have Embraced It

by Jason Gumpert
Hagler Systems leaves AX 2012 – and on-premise IT headaches – behind in favor of a new AX solution in Azure
AX 2012 AX 7 Accounting Bill Of Material Mgmt Cloud Customer Relationship Mgmt Data Integration Data Migration Document Management Dynamics AX Energy Financial Management

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
More Document Management Videos

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
More Document Management Case Studies

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
More Document Management Solutions