Document Management news & resources

New Webcast Lineup Turns Focus to Key Business, Industry Needs of Microsoft Dynamics Users and Pros

by Jason Gumpert

Eight new webcasts series set to launch in September

BI and Reporting Business Central Commerce Customer Relationship Mgmt Data Integration Data Management Data Migration Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX

The Power of the Worker Role: Windows Azure + Microsoft Dynamics CRM 2011 Better Together, Part Three

by Sebastian Waksmundzki

Taking advantage of elasticity, scalability for two real world CRM challenges

CRM 2011 Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Power Automate

Keep All the Balls in the Air: Microsoft Dynamics CRM as a Service Firm's Total Operations Solution

by Jason Gumpert

One industrial electronics repair firm built out visibility to quotes, orders, suppliers, shipping, and more

BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM Dynamics CRM Online Electronics KPIs Marketing

Perceptive Software Ramps up Strategic Acquisitions Through Spring 2012

by Jason Gumpert

Four acquisitions expand technology footprint, industry reach of Perceptive brand under Lexmark

Business Central Commerce Content Management Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Education

Microsoft Dynamics Partner News Roundup: Customer Effective CRM Win; New ImageTag Board Member; Hitachi ERP Hire

by Linda Rosencrance

A selection of recent Microsoft Dynamics partner announcements

Document Automation Document Imaging Document Management Dynamics AX Dynamics CRM Enterprise Content Mgmt Freight Management Logistics

Microsoft Dynamics NAV 2013 Beta Release Comes Amid Changes to SMB Business Models, Product Manager Says

by Jason Gumpert

New MSDN resources, bloggers begin to open up on detailed views

Accounting BI and Reporting Business Central Document Management Dynamics 365 Dynamics NAV NAV 2013 Power Automate

Equisys Launches Version 5 of Zetadocs for NAV with Easier Transition from Zetadocs Express, Office 365 Integration

by Linda Rosencrance

Release broadens localization, improves SharePoint integration

Business Central Business Process Mgmt Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV SaaS Workflow Management

Sonoma Partners Seeks Smarter Mobile Sales Capabilities for Microsoft Dynamics CRM with New iPad App

by Linda Rosencrance

Improved access, synchronization, and distribution of sales and service collateral

CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Windows 8

Six Lessons from Microsoft Convergence 2012

by Nick Sprau

The evolution of trends like cloud, security and verticals, and how vendors and users should be capitalizing

AP Automation Business Central Cloud Convergence 2012 Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics ISVs Broaden Role-Based Capabilities for Focused Offerings

by Jason Gumpert

Why ISVs are investing in new role-specific mobile and web-based features

Accounting Business Central Convergence 2012 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX

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