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Document Management news & resources
Microsoft Dynamics GP 2013 R2: Think Different
by
Mark
Polino
The latest GP release is a significant change, and both partners and users should pay attention
Accounting
Document Management
Dynamics GP
GP 2013 R2
Workflow Management
TinderBox integrates its sales automation software with Microsoft Dynamics CRM
by
Jason
Gumpert
Four year old venture-funded firm developing partner alliances in Microsoft channel
Customer Engagement
Document Automation
Document Management
Dynamics 365
Dynamics CRM
Electronic Signatures
Marketing
Sales
Sales & Marketing
Sales & Ops Planning
Sales Quoting
From the Microsoft Dynamics NAV Blogs: OneNote integration; Service Contract invoicing and order processing; NAV 2013 R2 CU8 import and export
by
Jason
Gumpert
A selection of the latest insight from the Dynamics NAV blogs
Business Central
Customer Engagement
Data Integration
Data Management
Document Management
Dynamics 365
Dynamics NAV
Invoice Processing
Project Service Automation
Service Management
Four reasons why Microsoft Dynamics GP 2013 R2’s new Doc Attach is here to stay
by
Mark
Polino
Doc Attach 2.0 fixes the weaknesses of the previous file attachment scheme, though it will require adjustments
Doc Attach
Doc Attach 2.0
Document Automation
Document Management
Dynamics GP
GP 2013 R2
From the Microsoft Dynamics NAV Blogs: Custom charts in NAV 2013 R2; Create users from SQL; Change Log; Zero-client solution installs
by
Linda
Rosencrance
A selection of the latest insight from the Dynamics NAV blogs
BI and Reporting
Business Central
Document Management
Dynamics 365
Dynamics NAV
NAV 2013
NAV 2013 R2
Microsoft and Salesforce seal partnership with focus on Office 365, Windows integration
by
Jason
Gumpert
ExactTarget acquisition, selection of Nadella as CEO created conditions for closer relationship, said Saleforce's Benioff
Azure
BI and Reporting
Cloud
Customer Engagement
Customer Relationship Mgmt
Document Management
Dynamics 365
Dynamics CRM
ExactTarget
Marketing
Power BI
Power BI
With paper-based AP in decline, improved finance efficiency begins with capturing key metrics
by
Linda
Rosencrance
Metrics, benchmarking of the purchase-to-pay cycle are key elements of quest for perfect payment index, analyst says
AP Automation
Accounting
Business Central
Business Process Mgmt
Document Automation
Document Management
Dynamics 365
Dynamics AX
Dynamics GP
Dynamics NAV
Dynamics SL
Invoice Processing
Is it time for Microsoft Dynamics ERP users to explore hybrid ECM?
by
Bridget
McCrea
Hybrid ECM isn't for every organization, but the business case is already strong for some
Business Central
Cloud
Document Management
Dynamics 365
Dynamics AX
Dynamics GP
Dynamics NAV
Dynamics SL
Enterprise Content Mgmt
SaaS
Dispelling Microsoft Dynamics AX Workflow Myths
by
Bridget
McCrea
For financial automation needs, Microsoft MVP Murray Fife urges users to spend a bit of time with AX workflows
AP Automation
AX 2012
AX 2012 R2
Accounting
Business Process Mgmt
Collections Management
Data Management
Document Management
Dynamics AX
Financial Management
Invoice Processing
Payment Processing
From the Microsoft Dynamics NAV Blogs: Purchase and cost discrepancies; Document attachment links; Dimension issues in NAV 2013 upgrades
by
Linda
Rosencrance
A selection of recent topics from Dynamics NAV blogs
Accounting
Business Central
Business Process Mgmt
Document Management
Dynamics 365
Dynamics NAV
NAV 2013
NAV 2013 R2
Workflow Management
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Implementing Connected Software in Construction
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Deliver projects faster, on budget, and with fewer headaches
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Construction
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Dynamics 365
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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
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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)
Scaling Aging Services with AP Automation: Handling Increased Demand Efficiently
Metafile
As the aging population grows, aging services providers must scale operations without compromising care quality
AI and Machine Learning
AP Automation
Azure
Business Central
Document Automation
Document Management
Dynamics 365
Dynamics AX
Dynamics GP
Dynamics NAV
Dynamics SL
Finance and Operations
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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
More Document Management Case Studies
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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