Document Management news & resources

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

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 Customer Insights - Journeys (Marketing) Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

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

LATEST VENDOR RESOURCES

Next Level Invoice Processing for Business Central - Fidesic AP

Fidesic

How VCIO Mentors Young Leaders to Become Great Technology Professionals

VCIO Global

Global Manufacturer Undertakes Digital Transformation

VCIO Global

Unveiling the 2025 Dynamics 365 AP Automation Report for Finance Leaders: Talking AI, Fraud & Automation

Truvio

10 Reasons Why Insight Works is Your Ultimate Business Central ISV

Insight Works
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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

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
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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
More Document Management Case Studies

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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