Document Management news & resources

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 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

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