Document Management news & resources

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

Altec and Solver release doc-link and BI360 integration for Microsoft Dynamics GP

by Linda Rosencrance
New integration will allow Dynamics GP users to launch associated documents in doc-link from within their BI360 reports
BI and Reporting Business Performance Mgmt Business Process Mgmt Document Management Dynamics GP

Beyond Fall 2014, Microsoft Dynamics CRM team plans Capptain integration, broader marketing reach

by Jason Gumpert
Capptain integration is in the works, says CRM GM Jujhar Singh
BI and Reporting Business Performance Mgmt Business Process Mgmt CRM 2015 CRMUG Summit 2014 Capptain Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365

LATEST VENDOR RESOURCES

Transforming Procure-to-Pay: Achieving End-to-End Efficiency in Business Central

SignUp Software

What Your D365 F&O Consultant Really Thinks About Your Enterprise Documents

ERP Mechanics

Summit Launchpad: Formpipe’s Jeff Goffinet on Building Partner Network, AI Impressions, New Offerings

MSDW Features

Discover the Combined Power of AP Automation with Microsoft Dynamics 365

Metafile

AP Automation for Dynamics 365 BC/NAV Comparison Showcase, October 2024

MSDW Features
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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
AI AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Azure BI and Reporting Billing Boating

Implementing Connected Software in Construction

MetaOption
Deliver projects faster, on budget, and with fewer headaches
AP Automation Accounting Business Central Construction Contract Management Document Management Dynamics 365 Financial Management Governance, Risk, and Compliance (GRC) Job cost Material Rqmts Planning Project Management

Cloud-Based AP Automation Drives Digital Transformation in Manufacturing

Metafile
Cloud-based AP automation is revolutionizing manufacturing by replacing outdated legacy systems
AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

SharePoint Metadata When Integrating With Dynamics - Best Practices Analysis

Connecting Software
Best practices for SharePoint metadata when integrating with Dynamics 365, so you can optimize document management, searchability and collaboration
Document Management Dynamics 365 Governance, Risk, and Compliance (GRC)

Tracking Supply Costs with AP Automation: A Solution for Craft Breweries and Distilleries

Metafile
For craft breweries and distilleries, balancing profitability with high-quality production is crucial.
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Food & Beverage Robotic Process Automation (RPA)
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How Copper State Optimized Labelling Operations and Report Generation with Lasernet

Formpipe Software
Lasernet helped streamline their labelling program to allow warehouse-specific customizations and solve local printing requirements
Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Finance and Operations Manufacturing Warehouse Management

Cross Manufacturing Unifies Dynamics 365 with Historical ERP Data to Optimize Operations and Automate Paperwork with Lasernet

Formpipe Software
Why Cross Manufacturing chose Lasernet to streamline data from their legacy ERP into D365
Aerospace & Defense Business Central Data Management Data Migration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Manufacturing

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

Ensuring Document Authenticity in Banking with Truth Enforcer

Connecting Software
Discover how Connecting Software's Truth Enforcer revolutionized document authentication for a Portuguese bank.
Data Integration Document Automation Document Management
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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)

Level the Paying Field: AP Automation with PairSoft

With PaperSave by PairSoft, location isn’t a factor for your multilocation business, and neither are time- consuming...
AP Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing

PairSoft Pay: Fully Managed AP Payments

PairSoft Pay is a single platform that does the work for you — automating electronic payments while reducing fraud and errors...
AP Automation Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Payment Processing Procurement

Full P2P in Dynamics with PairSoft

Automate your entire Procure-to-Pay process in one natively integrated system, maintain a centralized records database, move...
AP Automation Document Management Dynamics 365 Dynamics GP Payment Processing Procurement

Requisition and Procurement in Dynamics 365 BC

Automate your Procurement process from requisition through invoice, move projects forward, gain real-time visibility and...
Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing Procurement
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