Document Management news & resources

See what's coming in Microsoft Dynamics NAV 'Corfu': Foundations for new workflow, document management, E-services

by Jason Gumpert
Corfu adds new foundational capabilities plus a web client that could surpass the desktop/RTC client.
Business Central Business Process Mgmt Corfu Document Management Dynamics 365 Dynamics NAV EDI NAV 2015 RapidStart

Altec and Solver release doc-link and BI360 integration for Microsoft Dynamics GP

by Linda Rosencrance
New integration will allow Dynamics GP users to launch associated documents in doc-link from within their BI360 reports
BI and Reporting Business Performance Mgmt Business Process Mgmt Document Management Dynamics GP

Beyond Fall 2014, Microsoft Dynamics CRM team plans Capptain integration, broader marketing reach

by Jason Gumpert
Capptain integration is in the works, says CRM GM Jujhar Singh
BI and Reporting Business Performance Mgmt Business Process Mgmt CRM 2015 CRMUG Summit 2014 Capptain Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Management

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

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Engineering Object Management in Dynamics 365 with Bluestar PLM

Bluestar PLM

Zetadocs implementation services

Zetadocs

From Manual to Modern: Rethinking AP Fraud Prevention for a Leaner, Safer Finance Operation

Yooz

Payment Batches That Run Themselves: Meet Action Board Scheduler for Business Central

Mekorma

Designing AP Automation in D365 Finance: Balancing Go-Live vs. Long-Term Optimization

Truvio
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The State of AI Adoption in Finance for 2026

Yooz
Finance teams are moving beyond AI experimentation and beginning to embed AI into core financial workflows to improve efficiency, controls, and operational performance.
AI Agents AI and Machine Learning AP Automation Azure Business Central Copilot Document Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Financial Management

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

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

Your Guide to a Smooth and Stress-Free Tax Season for Accounts Payable

Mekorma
Tax season doesn’t have to be overwhelming, especially for Dynamics users
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Azure BI and Reporting Billing Boating
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VIPA Hellas: Achieving Container-Level Inventory Visibility and Warehouse Accuracy with Business Central and Insight Works

Insight Works
Discover how VIPA Hellas unified their container-driven warehouse with Business Central and Insight Works to achieve real-time inventory traceability.
AI and Machine Learning Azure Business Central Copilot Distribution Document Management Dynamics 365 Inventory Management Warehouse Management

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
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SharePoint Knowledge AI Search – AI Copilot Agent for Intelligent SharePoint Document Discovery

SharePoint Knowledge AI Search transforms how organizations discover, analyze, and utilize knowledge stored in SharePoint...
AI Agents AI and Machine Learning Automated Data Collection Azure Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Dynamics CRM

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 Data Integration Data Management Document Management Dynamics 365 Field Service Master Data Mgmt Power Apps Power Platform Project Service Automation

SharePoint Security Sync - Dynamics 365 SharePoint Integration

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
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