Document Management news & resources

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
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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

The ECM-Compliance Link: Options for Microsoft Dynamics ERP customers

by Bridget McCrea
How enterprise content management (ECM) systems can help organizations comply with a range of regulations and requirements
Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Regulatory Compliance

As interest in mobile ECM grows, where do Microsoft Dynamics customers start planning a strategy?

by Bridget McCrea
Companies want to open up mobile access to enterprise content, but infrastructure choices remain a challenge
Business Central Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt

Unstructured Content Continues to Plague Enterprises: Report

by Bridget McCrea
An update on the organizational struggle to harness unstructured content with technology
Business Central Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt

Microsoft releases Dynamics NAV 2013 R2

by Jason Gumpert
NAV 2013 R2 releases on schedule, with software available for 20 countries
Banking Business Central Document Management Dynamics 365 Dynamics NAV NAV 2013 R2 Power Automate UG Conference 2013

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Dynamics 365 F&O Document Management in Focus: The Latest from Lasernet

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

The Safety Logbook for Business Central from Insight Works

Insight Works

How To Protect Your Finance Team from AI-Powered Fraud in Dynamics F&SCM

SignUp Software
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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

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

Metafile
Stay ahead of supply chain disruptions with AP Automation.
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
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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
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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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