Document Management news & resources

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

From the Microsoft Dynamics GP Blogs: GP 2015 batch approvals; Moving transactions; Purchase price variance; ACA changes

by Linda Rosencrance

A selection of the latest insight from the Dynamics GP blogs

AP Automation Accounting Affordable Care Act (ACA) Document Management Dynamics GP GP 2015 Payroll Processing Purchasing Regulatory Compliance

How to implement Microsoft Dynamics NAV 2013 in trading companies

by Marije Brummel

A design-level exploration of how to use Microsoft Dynamics NAV 2013 to manage sales and purchase documents

Accounting Business Central Customer Engagement Distribution Document Management Dynamics 365 Dynamics NAV Invoice Processing Marketing NAV 2013 NAV 2013 R2 Purchasing

Microsoft Dynamics GP 2015 Feature of the Day series focuses on new 'Big Rocks'

by Jason Gumpert

Azure procurement, service based architecture, workflow, identity features to be explored in lead up to the new release

AP Automation Accounting Auditing Business Process Mgmt Document Automation Document Management Dynamics GP GP 2015 Power Automate Security Web Client Workflow Management

Making the Grade: A Microsoft Dynamics GP 2013 R2 Report Card

by Mark Polino

Which features get top marks and which need some after-school help?

Accounting Business Process Mgmt Document Automation Document Management Dynamics GP GP 2013 R2 Purchasing UG Conference 2014 Workflow Management

Doing more with Microsoft Dynamics NAV 2015: Key user experience enhancements

by Elliot Fishman

Microsoft makes a statement about its vision for SMB productivity with the newest NAV release

Accounting BI and Reporting Business Central Document Management Dynamics 365 Dynamics NAV KPIs Mobile Applications NAV 2015 UG Conference 2014 Web Client

e-SignLive by Silanis to compete for e-Signatures in Microsoft Dynamics CRM

by Linda Rosencrance

New pre-built integration to cloud solution brings e-sig management for sales, marketing scenarios

Agriculture Architecture Business Process Mgmt Data Integration Document Automation Document Management Dynamics CRM Electronic Signatures

From the Microsoft Dynamics GP Blogs: Workflow 2.0 Intro; Modified GL Transaction Entry; Canadian Payroll Update; Doc Attach and your DB

by Linda Rosencrance

A selection of recent insight from Dynamics GP bloggers

Accounting Business Process Mgmt Document Automation Document Management Dynamics GP GP 2010 GP 2013 Payroll Processing Workflow Management

Deploying a hybrid ECM: Reducing risk from natural disasters - and human error

by Bridget McCrea

A Texas-based chemical packing and shipping company deploys a hybrid ECM solution to complement an upcoming Dynamics AX deployment

Chemicals Cloud Document Management Dynamics AX Enterprise Content Mgmt Manufacturing Risk Management SaaS

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