Document Management news & resources

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 Customer Insights - Journeys (Marketing) Distribution Document Management Dynamics 365 Dynamics NAV Invoice Processing 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

Automation opportunities abound for manufacturers' direct materials Procure-to-Pay (P2P) processes: New study

by Linda Rosencrance
Low adoption of P2P automation, whatever the cause, means missing out on potential efficiency and financial gains, analyst says
Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Financial Management Invoice Processing Manufacturing Manufacturing

Microsoft Dynamics Partner Roundup: E-Commerce for AX; Mobile CRM with SharePoint; African ISV deal; Pakistan AX win

by Linda Rosencrance
A selection of new announcements from the Dynamics partner channel
Business Central Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV E-Commerce Mobile Applications Textile & Apparel

LATEST VENDOR RESOURCES

10 Reasons Why Insight Works is Your Ultimate Business Central ISV

Insight Works

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Maximizing Cash and Controlling Spend in BC: A Financial Lifecycle for CFOs

SignUp Software

Dynamics 365 F&O Document Management in Focus: The Latest from Lasernet

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic
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Evaluating AP Automation Platforms in 2025

Metafile
Automating capture, approvals, and analytics with AI helps cut costs while improving accuracy and compliance
AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

How AP Automation Helps Agriculture Businesses Grow Smarter

Metafile
Automate your agriculture AP process for smarter, scalable growth.
AI and Machine Learning AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

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 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.
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
More Document Management White Papers

ERP Mechanics Supports Capital Lighting Fixture’s Document Management Needs During New ERP Implementation

ERP Mechanics
Document management considerations when rolling out new ERP system
Document Management Dynamics 365 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
More Document Management Case Studies

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 Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

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

UNPUBLISHED 2 - Dooap – The AP Automation Solution for Microsoft Dynamics 365 for Finance and Operations

About this solution Invoice management shouldn’t be so tedious and time consuming. Dooap’s mobile-first, cloud-native...
AP Automation Accounting Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing
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