Document Management news & resources

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

7 SharePoint Online Upgrades for Large Customers

by Bridget McCrea
Microsoft announces SharePoint Online improvements aimed at large enterprises
Business Central Content Management Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Security
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DIY Dynamics AX document management with SharePoint: New options in AX 2012 R2

by Jason Gumpert
In a new article and webcast, MVP Murray Fife explores what it takes to build document management from scratch with AX and SharePoint
AX 2012 R2 Document Automation Document Imaging Document Management Dynamics AX Enterprise Content Mgmt

10 features to look forward to in Microsoft Dynamics NAV 2013 R2

by Elliot Fishman
Microsoft unveiled NAV 2013 R2 at Directions EMEA, with a mix of features, architectural updates
Banking Business Central Document Management Dynamics 365 Dynamics NAV KPIs NAV 2013 R2 Payment Processing Payroll Processing Power Automate SaaS Workflow Management

Fall 2013 event rundown: New webcast series for Microsoft Dynamics users and professionals ready to launch

by Jason Gumpert
Series on BI, Document Management, Manufacturing, CRM, and Dynamics solution ownership
AP Automation BI and Reporting Business Central CRM 2013 Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Why do ECM and BPM implementations fail? 3 places to focus

by Gene McDonough
When adding ECM and workflow to Dynamics ERP, implementation challenges run the risk of killing a project before the technology even shows up
AP Automation Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Project Management

Microsoft Dynamics GP 2013 SP2 on tap for August release

by Linda Rosencrance
Service Pack 2 for GP 2013 scheduled for release next week, features a range of new web client, reporting features
Accounting BI and Reporting Document Management Dynamics GP GP 2010 GP 2013 GPUG HR Management Web Client

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10 Reasons Why Insight Works is Your Ultimate Business Central ISV

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KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

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Maximizing Cash and Controlling Spend in BC: A Financial Lifecycle for CFOs

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

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How to Overcome CRM Document Storage Issues & Security Risks

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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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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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