Document Management news & resources

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

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

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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