Document Management news & resources

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

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 Customer Insights - Journeys (Marketing) Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures 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

LATEST VENDOR RESOURCES

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

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

The Safety Logbook for Business Central from Insight Works

Insight Works

How To Protect Your Finance Team from AI-Powered Fraud in Dynamics F&SCM

SignUp Software
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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
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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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