Document Management news & resources

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

Goodbye Mail Merge: Microsoft Improves Document Automation in Dynamics CRM 2016 with Word Templates

by Dave Carr
CRM 2016’s Word templates provide better capabilities, but still require a skilled user to manage.
Business Process Mgmt CRM 2016 Document Automation Document Management Dynamics CRM

Microsoft Dynamics Partner Roundup: E-Signatures CRM Dev Project; CRM VAR Acquired; Payments for GP; ERP VAR Deal

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Associations Customer Engagement Customer Insights - Journeys (Marketing) Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Education Fashion Government Payment Processing

Microsoft Partners in Singapore Team for New Azure and NAV-Based Bundle for SMEs

by Linda Rosencrance
It's localized, secure, and bundles Dynamics NAV with productivity tools. And, it's the first of its kind.
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Document Management Dynamics 365 Dynamics NAV Financial Management Localization Logistics Power Automate Regulatory Compliance SaaS

6 predictions for Microsoft Dynamics GP in 2016

by Mark Polino
GP will evolve in tandem with NAV and in areas like mobility, security, document automation, and payments in 2016, predicts Mark Polino.
AP Automation Document Management Dynamics GP Enterprise Content Mgmt GP 2015 GP 2015 R2 GP 2016 Mobile Applications Payment Processing SaaS Security

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

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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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