Document Management news & resources

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

MSDW Podcast: How do business documents fit into your Dynamics implementation?

by MSDW Reporter
Business Central Consumer Goods Distribution Document Automation Document Management Dynamics AX Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast Manufacturing Retail
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Microsoft Ignite 2022: Making sense of trends in Azure

by MSCN Reporter

After Ignite 2022, what has the Azure community learned about Microsoft's future plans in areas like AI, automation, data management, security, and developer tools?

AI and Machine Learning Compute Databases Development Document Automation Document Management Integration Storage
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12 Key Takeaways Dynamics 365 Customer Engagement Users Can Expect from the Productivity Tools Showcase

by Anya Ciecierski

A new event on November 2 features four vendors that have helped thousands of Dynamics customers

Customer Engagement Customer Service Document Management Dynamics 365 Field Service Marketing Marketing Automation Sales Sales & Marketing Subscription Management Unified Communication Web-based Mapping
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22 Takeaways to Expect from the Microsoft Dynamics ERP Financial Management Tools Showcase Series

by Anya Ciecierski

What kinds of capabilities you will see at each showcase event?

AP Automation Accounting Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Expense Management Finance and Operations Financial Management

LATEST VENDOR RESOURCES

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

SignUp Software

Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

SignUp Software

Future-Ready AP Automation: Yooz’s Seamless Integration with Microsoft Dynamics GP & Beyond

Yooz

AP Automation Comparison Showcase for Dynamics 365 Finance, May 2025

MSDW Features

The Metafile Minutes Podcast Episode 1: Meeting of the Minds

Metafile
More Document Management Videos

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 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.
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

Metafile
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

How AP Automation and AI Benefit Retailers

Metafile
Retailers can streamline operations, reduce costs, and improve efficiency
AI and Machine Learning AP Automation Accounting Azure Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
More Document Management White Papers

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

Sun Rich Foods Enjoys the Fruits of Having Paperless Accounting Processes

Metafile
A significant improvement to their Dynamics NAV investment
AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV Invoice Processing Manufacturing
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
More Document Management Solutions