Document Management news & resources

Fall 2013 event rundown: New webcast series for Microsoft Dynamics users and professionals ready to launch

by Jason Gumpert
Series on BI, Document Management, Manufacturing, CRM, and Dynamics solution ownership
AP Automation BI and Reporting Business Central CRM 2013 Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Why do ECM and BPM implementations fail? 3 places to focus

by Gene McDonough
When adding ECM and workflow to Dynamics ERP, implementation challenges run the risk of killing a project before the technology even shows up
AP Automation Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Project Management

Microsoft Dynamics GP 2013 SP2 on tap for August release

by Linda Rosencrance
Service Pack 2 for GP 2013 scheduled for release next week, features a range of new web client, reporting features
Accounting BI and Reporting Document Management Dynamics GP GP 2010 GP 2013 GPUG HR Management Web Client

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

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Engineering Object Management in Dynamics 365 with Bluestar PLM

Bluestar PLM

Zetadocs implementation services

Zetadocs

From Manual to Modern: Rethinking AP Fraud Prevention for a Leaner, Safer Finance Operation

Yooz

Payment Batches That Run Themselves: Meet Action Board Scheduler for Business Central

Mekorma

Designing AP Automation in D365 Finance: Balancing Go-Live vs. Long-Term Optimization

Truvio
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The State of AI Adoption in Finance for 2026

Yooz
Finance teams are moving beyond AI experimentation and beginning to embed AI into core financial workflows to improve efficiency, controls, and operational performance.
AI Agents AI and Machine Learning AP Automation Azure Business Central Copilot Document Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Financial Management

A Simpler Path to AP Automation for IT Teams

Mekorma
How embedded AP automation reduces long-term IT burden.
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Consolidation Accounting Construction

Making AP Work Easier: Streamlining Daily Tasks with Automation

Zetadocs
See how AI automates invoice capture, matching, approvals, and secure storage.
AP Automation Business Central Document Automation Document Management Dynamics 365 Invoice Processing

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

Your Guide to a Smooth and Stress-Free Tax Season for Accounts Payable

Mekorma
Tax season doesn’t have to be overwhelming, especially for Dynamics users
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Azure BI and Reporting Billing Boating
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VIPA Hellas: Achieving Container-Level Inventory Visibility and Warehouse Accuracy with Business Central and Insight Works

Insight Works
Discover how VIPA Hellas unified their container-driven warehouse with Business Central and Insight Works to achieve real-time inventory traceability.
AI and Machine Learning Azure Business Central Copilot Distribution Document Management Dynamics 365 Inventory Management Warehouse Management

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
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SharePoint Knowledge AI Search – AI Copilot Agent for Intelligent SharePoint Document Discovery

SharePoint Knowledge AI Search transforms how organizations discover, analyze, and utilize knowledge stored in SharePoint...
AI Agents AI and Machine Learning Automated Data Collection Azure Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Dynamics CRM

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 Data Integration Data Management Document Management Dynamics 365 Field Service Master Data Mgmt Power Apps Power Platform Project Service Automation

SharePoint Security Sync - Dynamics 365 SharePoint Integration

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
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