Document Management news & resources

Is your AP/AR process a well-oiled machine or a clunker?

by Nick Sprau
Four key questions to answer when measuring your organization's financial health
AP Automation Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Financial Management Invoice Processing

5 ways Microsoft Dynamics users should evaluate their Enterprise Content Management (ECM) needs

by Bridget McCrea
Key considerations that should go into every ECM investment decision
Business Central Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Mobile Applications Workflow Management

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 Customer Insights - Journeys (Marketing) Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Marketing Automation Sales
cortex-logo.png

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

LATEST VENDOR RESOURCES

10 Reasons Why Insight Works is Your Ultimate Business Central ISV

Insight Works

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

HSO

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

SignUp Software

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

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic
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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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