Document Management news & resources

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

Five ECM Trends for 2014

by Bridget McCrea
IDC analyst lays out the top trends in enterprise content management for the year ahead
Business Central Content Management Data Integration Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL
scanner-5400-c.jpg

Document capture business grew to $2.7B in 2012: New report

by Bridget McCrea
On-demand solutions now claim about 23 percent of the overall market, according to survey results
AP Automation Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

LATEST VENDOR RESOURCES

Transforming Procure-to-Pay: Achieving End-to-End Efficiency in Business Central

SignUp Software

What Your D365 F&O Consultant Really Thinks About Your Enterprise Documents

ERP Mechanics

Summit Launchpad: Formpipe’s Jeff Goffinet on Building Partner Network, AI Impressions, New Offerings

MSDW Features

Discover the Combined Power of AP Automation with Microsoft Dynamics 365

Metafile

AP Automation for Dynamics 365 BC/NAV Comparison Showcase, October 2024

MSDW Features
More Document Management Videos

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
AI AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Azure BI and Reporting Billing Boating

Implementing Connected Software in Construction

MetaOption
Deliver projects faster, on budget, and with fewer headaches
AP Automation Accounting Business Central Construction Contract Management Document Management Dynamics 365 Financial Management Governance, Risk, and Compliance (GRC) Job cost Material Rqmts Planning Project Management

Cloud-Based AP Automation Drives Digital Transformation in Manufacturing

Metafile
Cloud-based AP automation is revolutionizing manufacturing by replacing outdated legacy systems
AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

SharePoint Metadata When Integrating With Dynamics - Best Practices Analysis

Connecting Software
Best practices for SharePoint metadata when integrating with Dynamics 365, so you can optimize document management, searchability and collaboration
Document Management Dynamics 365 Governance, Risk, and Compliance (GRC)

Tracking Supply Costs with AP Automation: A Solution for Craft Breweries and Distilleries

Metafile
For craft breweries and distilleries, balancing profitability with high-quality production is crucial.
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Food & Beverage Robotic Process Automation (RPA)
More Document Management White Papers

How Copper State Optimized Labelling Operations and Report Generation with Lasernet

Formpipe Software
Lasernet helped streamline their labelling program to allow warehouse-specific customizations and solve local printing requirements
Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Finance and Operations Manufacturing Warehouse Management

Cross Manufacturing Unifies Dynamics 365 with Historical ERP Data to Optimize Operations and Automate Paperwork with Lasernet

Formpipe Software
Why Cross Manufacturing chose Lasernet to streamline data from their legacy ERP into D365
Aerospace & Defense Business Central Data Management Data Migration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Manufacturing

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

Ensuring Document Authenticity in Banking with Truth Enforcer

Connecting Software
Discover how Connecting Software's Truth Enforcer revolutionized document authentication for a Portuguese bank.
Data Integration Document Automation Document Management
More Document Management Case Studies

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)

Level the Paying Field: AP Automation with PairSoft

With PaperSave by PairSoft, location isn’t a factor for your multilocation business, and neither are time- consuming...
AP Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing

PairSoft Pay: Fully Managed AP Payments

PairSoft Pay is a single platform that does the work for you — automating electronic payments while reducing fraud and errors...
AP Automation Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Payment Processing Procurement

Full P2P in Dynamics with PairSoft

Automate your entire Procure-to-Pay process in one natively integrated system, maintain a centralized records database, move...
AP Automation Document Management Dynamics 365 Dynamics GP Payment Processing Procurement

Requisition and Procurement in Dynamics 365 BC

Automate your Procurement process from requisition through invoice, move projects forward, gain real-time visibility and...
Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing Procurement
More Document Management Solutions