Document Management news & resources

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

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

New Study Examines Benefits of Extending Document-Driven Processes Across the Supply Chain

by Bridget McCrea
New IDC research advises companies to adopt a supply chain-wide approach to document sharing and collaboration.
Business Central Business Process Mgmt Data Integration Data Management Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

New Report: Taming Data by Expanding the Scope of Enterprise Content Management

by Bridget McCrea
A new report from Gartner identifies users’ growing interest in enterprise content management (ECM) solutions.
Business Central Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt

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
More Document Management White Papers

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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