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Document Management news & resources
From the Microsoft Dynamics CRM blogs: SharePoint Online Doc Management; CRM forms from SSRS Reports; CRM Online storage guidance; e-Signature Options
by
Linda
Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
BI and Reporting
CRM Online
Document Management
Dynamics CRM
Electronic Signatures
Microsoft updates purchase inquiry options in Dynamics AX 2012 R2
by
Bridget
McCrea
Procurement departments using Dynamics AX get a new addition for managing their RFPs
AX 2012 R2
Document Management
Dynamics AX
Purchasing
Supply Chain Management
Workflow Management
New Report: Measuring Growth in the Global Document Management Market
by
Bridget
McCrea
Solutions providers like Microsoft are pushing double-digit growth in the global document management market.
Business Central
Document Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics SL
Microsoft Corporate
Security
Microsoft Dynamics Partner Roundup: Tribridge acquires Intelladon; ClickDimensions July release; MTC's New CRM gap-fill solutions
by
Linda
Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central
Customer Engagement
Document Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics SL
Marketing
Marketing Automation
Sales
Cortex, eTelligent introduce Microsoft Dynamics GP connector for network-based invoice automation
by
Jason
Gumpert
Cortex Connector focuses on GP customers in North American oil and gas, construction, mining
Ariba
Construction
Cortex
Document Management
Dynamics GP
Energy
Hubwoo
Invoice Processing
Oil
Procurement
Utilities
Hubwoo announces partner program for Microsoft Dynamics AX integration to The Business Network
by
Jason
Gumpert
After dramatic year of break-ups and new partnerships, is Hubwoo ready to embrace Dynamics AX?
AP Automation
Data Integration
Document Management
Dynamics AX
Invoice Processing
Manufacturing
Manufacturing
Purchasing
Sales Order Processing
Microsoft Dynamics Partner Roundup: Doc management for AX 2012; Magento integration; ERP for utilities; CRM productivity tools partnership
by
Linda
Rosencrance
A selection of recent announcements from Dynamics partner channel
AX 2012
Data Integration
Document Management
Dynamics AX
Dynamics CRM
Dynamics RMS
E-Commerce
Utilities
Microsoft Dynamics CRM and SharePoint 2013 Integration: Save on document versions with Shredded Storage
by
Himanshu
Sharma
Significant new savings in database storage can make SharePoint a more efficient option for serious document collaboration use cases
Document Management
Dynamics CRM
SharePoint 2013
Workflow Management
Microsoft Dynamics Partner Roundup: nChannel funding; Scribe sales growth; Sunrise in Switzerland; Equisys on SaaSplaza
by
Linda
Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central
Data Integration
Document Automation
Document Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
E-Commerce
SaaS
ISV News and Notes: Catching Up on More Convergence 2013 Updates
by
Jason
Gumpert
A look at some more solution updates for Dynamics ERP and CRM from Convergence
Business Central
Configuration & Development
Convergence 2013
Customer Engagement
Data Integration
Document Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
E-Commerce
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LATEST VENDOR RESOURCES
Videos
White Papers
Case Studies
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Discover the Combined Power of AP Automation with Microsoft Dynamics 365
Metafile
AP Automation for Dynamics 365 BC/NAV Comparison Showcase, October 2024
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WebSan Solutions
How to Use AI to Automate Documentation and Support for Dynamics 365 F&O
ClickLearn
Eight Free Business Central Apps That You’ll Wish You Had
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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)
Scaling Aging Services with AP Automation: Handling Increased Demand Efficiently
Metafile
As the aging population grows, aging services providers must scale operations without compromising care quality
AI and Machine Learning
AP Automation
Azure
Business Central
Document Automation
Document Management
Dynamics 365
Dynamics AX
Dynamics GP
Dynamics NAV
Dynamics SL
Finance and Operations
Enhancing Accounts Payable Automation with AI-Enabled Intelligent Recognition
Metafile
Investing in AP automation technology is about setting the stage for a more efficient, accurate, and future-ready financial management system.
AI
AP Automation
Accounting
Azure
Business Central
Document Automation
Document Management
Dynamics 365
Dynamics AX
Dynamics GP
Dynamics NAV
Dynamics SL
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 CB Blockchain Seal
Connecting Software
Discover how Connecting Software's CB Blockchain Seal 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