Document Management news & resources

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

Microsoft Dynamics Partner Roundup; New AX document management, CRM sales tools; AX public sector win; BI partnership

by Linda Rosencrance

A selection of recent announcements from around the Dynamics channel

AP Automation BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM

LATEST VENDOR RESOURCES

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

SignUp Software

Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

SignUp Software

Future-Ready AP Automation: Yooz’s Seamless Integration with Microsoft Dynamics GP & Beyond

Yooz

AP Automation Comparison Showcase for Dynamics 365 Finance, May 2025

MSDW Features

The Metafile Minutes Podcast Episode 1: Meeting of the Minds

Metafile

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 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.

AI 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

Why Manual Invoice Processing is Costing Manufacturers More Than They Think

Metafile

From labor expenses to missed discounts and compliance risks, the financial burden of manual processing is often overlooked

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

How AP Automation and AI Benefit Retailers

Metafile

Retailers can streamline operations, reduce costs, and improve efficiency

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

Sun Rich Foods Enjoys the Fruits of Having Paperless Accounting Processes

Metafile

A significant improvement to their Dynamics NAV investment

AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV Invoice Processing Manufacturing

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...

AI 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