Document Management news & resources

Microsoft Dynamics GP Users Get A Look Ahead to 2016

by Jason Gumpert
Aiming for April 2016 release, new version most easily accessible to customers on 2015 releases, say Microsoft managers
AP Automation Document Automation Document Management Dynamics GP GP 2015 R2 GP 2016 GPUG Summit 2015 Payment Processing Power BI Power BI Power Platform UG Summit 2015

Microsoft Shows Off Dynamics NAV 2016 E-Business Advances to Users at NAVUG Summit

by Jason Gumpert
Paperless, error-free, searchable and intra-country invoicing all part-and-parcel with Dynamics NAV 2016.
Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV NAV 2016 NAVUG Summit 2015 UG Summit 2015

Microsoft Launches Dynamics NAV 2016, Boosting Power BI, CRM, E-Services Integration

by Jason Gumpert
NAV had its best year ever, managers told Directions EMEA conference attendees
Accounting Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Relationship Mgmt Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM Email Management 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Delve Document Automation Document Management Dynamics 365 Dynamics CRM

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

LATEST VENDOR RESOURCES

Dynamics 365 F&O Document Management in Focus: The Latest from Lasernet

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

The Safety Logbook for Business Central from Insight Works

Insight Works

How To Protect Your Finance Team from AI-Powered Fraud in Dynamics F&SCM

SignUp Software
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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
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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
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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
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