Document Management news & resources

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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Document Management Dynamics 365 Dynamics CRM ExactTarget 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

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Next Level Invoice Processing for Business Central - Fidesic AP

Fidesic

How VCIO Mentors Young Leaders to Become Great Technology Professionals

VCIO Global

Global Manufacturer Undertakes Digital Transformation

VCIO Global

Unveiling the 2025 Dynamics 365 AP Automation Report for Finance Leaders: Talking AI, Fraud & Automation

Truvio

10 Reasons Why Insight Works is Your Ultimate Business Central ISV

Insight Works
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A Simpler Path to AP Automation for IT Teams

Mekorma
How embedded AP automation reduces long-term IT burden.
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Consolidation Accounting Construction

Making AP Work Easier: Streamlining Daily Tasks with Automation

Zetadocs
See how AI automates invoice capture, matching, approvals, and secure storage.
AP Automation Business Central Document Automation Document Management Dynamics 365 Invoice Processing

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
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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