Document Management news & resources

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

Neudesic Pulse 4.2 adds secure on-premise file sharing

by Jason Gumpert
Enterprise collaboration solution’s document sharing extends to partners, customers with web, mobile interfaces
Collaborative Workspaces Document Management Dynamics AX Dynamics CRM HR Management Security Social Networks

From the Microsoft Dynamics AX blogs: Adding fields; Deleted sales orders; Exceeding number sequence; Task Recorder

by Linda Rosencrance
A selection of recent blogs from the Dynamics AX community
AX 2012 R2 AX 2012 R3 Accounting Commerce Distribution Document Management Dynamics AX Retail Sales Order Processing

From the Microsoft Dynamics GP Blogs: Business Portal 6.1 credentials; Document access; System Center Configuration Manager; VBA automation error

by Linda Rosencrance
Document Management Dynamics GP Security

Adding mobility to Microsoft Dynamics CRM: The best app for the job

by Jason Gumpert
How the NFL’s Detroit Lions satisfied demands of both sales and marketing with a new mobile sales app
Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics CRM Marketing Media & Entertainment Mobile Applications OneDrive Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: GP win; CRM phone service tool; CfMD printing for GP; AX doc management; NAV retail hire

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

From the Microsoft Dynamics NAV Blogs: NAV 2013 R2 installation change; Identify licensed objects; Drag and drop file upload; Avoiding data loss

by Linda Rosencrance
A selection of recent posts from the Dynamics NAV blogs
Business Central Data Management Document Management Dynamics 365 Dynamics NAV NAV 2013 R2

From the Microsoft Dynamics CRM Blogs: Enabling business process flows; Metadata caching; Mail merge button; SharePoint Online doc management

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Process Mgmt CRM 2013 Document Management Dynamics CRM Workflow Management

Giant Killers: Five Little Rocks That Will Make a Difference in the Next Update to Microsoft Dynamics GP 2013

by Mark Polino
Smaller features of GP 2013 R2 like Doc Attach, Excel copy/paste, and others may require less development effort than 'big rocks' but can still have a big impact
AP Automation Advanced Pricing Banking Document Management Dynamics GP GP 2013 GP 2013 R2

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
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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
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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
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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
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