Document Management news & resources

SignUp Software acquires Axtension from Fellowmind, broadening Dynamics 365 solution portfolio

by MSDW Reporter
Deal gives SignUp solutions covering AP, document management, project and shipment orchestration, project management, and production planning
AP Automation Document Automation Document Management Dynamics 365 Dynamics AX Enterprise Content Mgmt Finance and Operations Invoice Processing Project Management Shipping

From the Microsoft Dynamics GP Blogs: Pre-release installers; Stuck batches; Document attachment; eConnect

by MSDW Reporter

A selection of the latest insights from the Dynamics GP blogs

Accounting Data Integration Document Management Dynamics GP
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Esker launches new Dynamics 365 F&O Connector for AP automation

by MSDW Reporter

Pre-built connector manages voucher creation, error handling, and acknowledgment

AP Automation Accounting Business Process Mgmt Document Automation Document Management Dynamics 365 Finance and Operations Financial Management Invoice Processing

MSDW Podcast: Document management in today's Dynamics 365 projects

by MSDW Reporter
Business Central Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations MSDW Podcast

From the Microsoft Dynamics 365 Business Central blogs: TryFunction; Send notifications to Teams; GL budget entries; File size limit

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Business Central blogs

Accounting Business Central Document Management Dynamics 365 Dynamics NAV
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Sinequa launches Workplace Search, expanding Microsoft cloud partnership

by Eamon McCarthy Earls

Sinequa's offering uses natural language processing and natural language understanding to sift through internal documents

Compute Development Document Management Enterprise Content Mgmt Integration

Microsoft Dynamics Partner Roundup: D365 go-live; Doc automation partnership; Beverage tech acquisition; NAV to BC Upgrade

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Aerospace & Defense Associations Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Document Automation Document Management Dynamics 365 Dynamics NAV

MSDW Podcast: AP automation and the modern world of work

by MSDW Reporter
AP Automation Accounting Business Central Document Automation Document Management Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Management Invoice Processing MSDW Podcast

MSDW Podcast: Commonly Seen Document Management Challenges in Dynamics ERP

by MSDW Reporter
Business Central Data Archiving Document Automation Document Imaging Document Management Dynamics AX Dynamics NAV Enterprise Content Mgmt Finance and Operations MSDW Podcast
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First Look: The new (experimental) PDF function for Microsoft Power Apps

by Arvind Khadye

A new PDF capability opens up a range of possible new experiences and tools

Content Management Document Automation Document Management Enterprise Content Mgmt Power Apps Power Platform

LATEST VENDOR RESOURCES

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

Unlock the Power of Free Apps in Business Central

Insight Works

The New Power Couple in Business Central Finance: SignUp Software & SKsoft

SignUp Software

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

SignUp Software
More Document Management Videos

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

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Unlock productivity and savings without the pain of disruption—AP automation keeps your operations moving while streamlining your processes.
AI 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

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Stay ahead of supply chain disruptions with AP Automation.
AI 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

Why Manual Invoice Processing is Costing Manufacturers More Than They Think

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From labor expenses to missed discounts and compliance risks, the financial burden of manual processing is often overlooked
AI AI and Machine Learning AP Automation Accounting Azure Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL
More Document Management White Papers

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

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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
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)

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
More Document Management Solutions