Document Management news & resources

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

Electronic Invoice Management Grows, But Will Microsoft Dynamics ERP Customers Become Believers?

by Bridget McCrea
Once the domain of large users, electronic invoice presentment and payment becomes more available to smaller firms that want to get paid faster.
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Invoice Processing

Equisys Rolls Out Zetadocs Payables Approval Solution for Microsoft Dynamics NAV

by Linda Rosencrance
Cloud-based module designed for multiple device support, company says
AP Automation Business Central Cloud Document Automation Document Management Dynamics 365 Dynamics NAV

Perceptive Software Helps Lexmark Break Even in Quarterly Earnings

by Linda Rosencrance
Perceptive sees 88% revenue growth, highlights recent wins for parent company
Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Enterprise Content Mgmt Printing

Document Loss Numbers Highlight Value of Enterprise Content Management Planning for Microsoft Dynamics Solutions

by Bridget McCrea
Long-time ECM expert weighs in on how companies can use modern solutions to save themselves from drowning in the information age.
Business Central Business Process Mgmt Content Management Data Management Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

The Webcasting Week Ahead: Content Management, Data Integration, CRM Adoption, Supply Chain Costing, and Inventory Management In Focus

by Jason Gumpert
A brief look at MSDW webcasts happening the week of Oct 8, 2012
Business Process Mgmt Customer Relationship Mgmt Data Integration Data Migration Distribution Document Automation Document Imaging Document Management Dynamics CRM Enterprise Content Mgmt Forecasting Inventory Management

Users’ Love-Hate Relationships with Microsoft SharePoint

by Bridget McCrea
Biggest issues: lack of expertise to maximize usefulness, lack of strategic plans
Business Central Content Management Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL Enterprise Content Mgmt

This Week in Microsoft Dynamics ERP Webcasts: Manufacturing, AP Automation Experts Weigh In

by Jason Gumpert
Jon Casher and Cindy Jutras share their latest research, best practices this week with Dynamics users and pros
AP Automation Accounting Business Central Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics RMS

LATEST VENDOR RESOURCES

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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