Document Management news & resources

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
PerceptiveSoftware_LexmarkCompany_JPG_150px_0.jpg

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

Microsoft Dynamics News Roundup, Post-Convergence 2012 Edition

by Jason Gumpert
More of the news and announcements from Convergence 2012
AXUG Business Central Convergence 2012 Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Electronic Signatures Manufacturing NAVUG

Microsoft Dynamics AX 2012 R2 Boasts Closer Ties to SQL Server Release, GM Says

by Jason Gumpert
Scenario-based product management driving feature prioritization in AX going forward
AX 2012 BI and Reporting Convergence 2012 Data Management Data Warehousing Document Management Dynamics AX Power Automate

LATEST VENDOR RESOURCES

Transforming Procure-to-Pay: Achieving End-to-End Efficiency in Business Central

SignUp Software

What Your D365 F&O Consultant Really Thinks About Your Enterprise Documents

ERP Mechanics

Summit Launchpad: Formpipe’s Jeff Goffinet on Building Partner Network, AI Impressions, New Offerings

MSDW Features

Discover the Combined Power of AP Automation with Microsoft Dynamics 365

Metafile

AP Automation for Dynamics 365 BC/NAV Comparison Showcase, October 2024

MSDW Features
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Implementing Connected Software in Construction

MetaOption
Deliver projects faster, on budget, and with fewer headaches
AP Automation Accounting Business Central Construction Contract Management Document Management Dynamics 365 Financial Management Governance, Risk, and Compliance (GRC) Job cost Material Rqmts Planning Project Management

Cloud-Based AP Automation Drives Digital Transformation in Manufacturing

Metafile
Cloud-based AP automation is revolutionizing manufacturing by replacing outdated legacy systems
AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

SharePoint Metadata When Integrating With Dynamics - Best Practices Analysis

Connecting Software
Best practices for SharePoint metadata when integrating with Dynamics 365, so you can optimize document management, searchability and collaboration
Document Management Dynamics 365 Governance, Risk, and Compliance (GRC)

Tracking Supply Costs with AP Automation: A Solution for Craft Breweries and Distilleries

Metafile
For craft breweries and distilleries, balancing profitability with high-quality production is crucial.
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Food & Beverage Robotic Process Automation (RPA)

Scaling Aging Services with AP Automation: Handling Increased Demand Efficiently

Metafile
As the aging population grows, aging services providers must scale operations without compromising care quality
AI and Machine Learning AP Automation Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
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How Copper State Optimized Labelling Operations and Report Generation with Lasernet

Formpipe Software
Lasernet helped streamline their labelling program to allow warehouse-specific customizations and solve local printing requirements
Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Finance and Operations Manufacturing Warehouse Management

Cross Manufacturing Unifies Dynamics 365 with Historical ERP Data to Optimize Operations and Automate Paperwork with Lasernet

Formpipe Software
Why Cross Manufacturing chose Lasernet to streamline data from their legacy ERP into D365
Aerospace & Defense Business Central Data Management Data Migration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Manufacturing

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

Ensuring Document Authenticity in Banking with Truth Enforcer

Connecting Software
Discover how Connecting Software's Truth Enforcer revolutionized document authentication for a Portuguese bank.
Data Integration Document Automation Document Management
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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)

Level the Paying Field: AP Automation with PairSoft

With PaperSave by PairSoft, location isn’t a factor for your multilocation business, and neither are time- consuming...
AP Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing

PairSoft Pay: Fully Managed AP Payments

PairSoft Pay is a single platform that does the work for you — automating electronic payments while reducing fraud and errors...
AP Automation Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Payment Processing Procurement

Full P2P in Dynamics with PairSoft

Automate your entire Procure-to-Pay process in one natively integrated system, maintain a centralized records database, move...
AP Automation Document Management Dynamics 365 Dynamics GP Payment Processing Procurement

Requisition and Procurement in Dynamics 365 BC

Automate your Procurement process from requisition through invoice, move projects forward, gain real-time visibility and...
Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing Procurement
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