Document Management news & resources

3 ways to master field sales in Microsoft Dynamics GP

by Pam Burnham

How key mobile device technology improves both efficiency and customer satisfaction for field work

Customer Engagement Document Management Dynamics 365 Dynamics GP Electronic Signatures Inventory Management Marketing Mobile Applications Order Management Project Service Automation Sales Sales & Marketing

Microsoft Dynamics GP Roadmap: GP 2015 R2 due by June, R3 in 2016

by Jason Gumpert

GP 2015 R2 to introduce all-in-one doc viewer; A new HTML 5 web client is coming in 2016

AP Automation Accounting BI and Reporting Convergence 2015 Document Automation Document Management Dynamics GP GP 2015 GP 2015 R2 GP 2015 R3 Power Automate Time & Attendance

Microsoft Dynamics Partner Roundup: E-Signatures for Document Management; CRM Forecast Management; WMS for GP; CRM Network Performance

by Linda Rosencrance

A selection of recent announcements from the Dynamics partner channel

Business Process Mgmt CRM 2015 Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics CRM Dynamics CRM Online Dynamics GP Electronic Signatures Forecasting

With Spring '15 release Microsoft Dynamics CRM Online ups performance, productivity story

by Jason Gumpert

Rapid pace of innovation challenges Microsoft’s product marketing message to stay in sync with the R&D plan

Azure CRM 2015 Collaborative Workspaces Convergence 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM Dynamics CRM Online

Why 3 new document reporting and cash management features boost the value of Microsoft Dynamics NAV 2015

by Chirag Shivalker

Exploring how various features streamline day-to-day operations and help improve the return on your ERP investment

BI and Reporting Banking Business Central Data Integration Document Management Dynamics 365 Dynamics NAV NAV 2015 Payment Processing

Modernizing Customer Experiences with CRM and E-Signatures

by Rahim Kaba

Why today's digital world means meeting consumers in the digital landscape - on their terms

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS

February release of Microsoft Dynamics Lifecycle Services adds environment management, new roles

by Linda Rosencrance

Document sharing and project management features are being removed and replaced by March 23, the team announced

Business Performance Mgmt Business Process Mgmt Cloud Document Management Dynamics AX Power Automate Project Management SaaS Workflow Management lifecycle services

Medius sells Dynamics AX consulting business to focus on cloud AP and invoice automation

by Linda Rosencrance

AX consulting group joins Danish IT group EG

AP Automation Business Process Mgmt Document Automation Document Management Dynamics AX Invoice Processing Workflow Management

2015 ECM Predictions: Greater investment, more upgrades, a focus on adoption

by Bridget McCrea

An economy on the upswing should drive more focus on upgrades and investments that drive adoption

Business Central Content Management Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt

See what's coming in Microsoft Dynamics NAV 'Corfu': Foundations for new workflow, document management, E-services

by Jason Gumpert

Corfu adds new foundational capabilities plus a web client that could surpass the desktop/RTC client.

Business Central Business Process Mgmt Corfu Document Management Dynamics 365 Dynamics NAV EDI NAV 2015 RapidStart

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