Document Management news & resources

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

From the Microsoft Dynamics CRM Blogs: LINQ and ExecuteMultiple; Azure Blog Storage; Syncing Address Books; XrmToolBox Plugin

by Linda Rosencrance

A selection of the latest insight from the Dynamics CRM blogs

Document Management Dynamics CRM Government Insurance Power Automate Security xrm

Enterprise Content Management Market Braces for Growth in 2013

by Bridget McCrea

For Microsoft Dynamics users, add-on solutions still the best option for ECM needs amid trends like internationalization, communications management

Business Central Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt

Office 365 Basics for Microsoft Dynamics NAV 2013: BI Collaboration, Document Management, and Unified Communications

by Linda Rosencrance

NAV Product Manager Jannik Bausager outlines the basic use cases between Office 365 and NAV 2013

BI and Reporting Business Central Cloud Collaborative Workspaces Document Management Dynamics 365 Dynamics NAV NAV 2013 NAVUG Portals SaaS

Microsoft Dynamics Partner Roundup: Power8CRM Release 3; Perceptive Healthcare Product Rating; ISV Partnership CRM Online Integration

by Linda Rosencrance

A selection of announcements from the Dynamics partner channel

Business Central Data Integration Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Healthcare

Outsourcing the Accounts Payable Function: A New Look at the Current Demand and Key Decision Criteria

by Bridget McCrea

New report explains key considerations when evaluating options for AP outsourcing

AP Automation Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL SaaS Workflow Management

Bottomline Advances Solution Strategy in SharePoint with October's 5280 Acquisition

by Jason Gumpert

Document management solutions rooted in SharePoint represent the future, company believes

Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Enterprise Content Mgmt

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

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

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

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