Document Management news & resources

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM 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

From the Microsoft Dynamics CRM Blogs: Automatically purging records; Connector Troubleshooting; Document Management; Performance Optimization; On-Premise Security

by Linda Rosencrance

A selection of the latest insight from the Dynamics CRM blogs

CRM 2011 Data Integration Document Automation Document Management Dynamics CRM Security

Microsoft Clarifies Present Document Management Options for Dynamics AX 2012 and Office 365

by Jason Gumpert

Outlines features around document management and generation, Excel export

AX 2012 Cloud Convergence 2012 Data Management Document Automation Document Management Dynamics AX Enterprise Content Mgmt SaaS

Microsoft Dynamics Partner Roundup: SL Excel Reports; M-Files Grows; AX Supply Chain Suite; Partner Wins and Acquisitions

by Jason Gumpert

A selection of recent announcements from the Dynamics partner channel

Accounting BI and Reporting Business Central Cloud Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Food & Beverage Manufacturing

Microsoft Dynamics Partner Roundup: APA Implements Serenic Navigator; Automation Anywhere Achieves Gold ISV Competency; Partner Expansion, Wins

by Linda Rosencrance

A selection of recent partner announcements

Business Central Construction Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Management Inventory Management Not For Profit Workflow Management

LATEST VENDOR RESOURCES

Dynamics 365 F&O Document Management in Focus: The Latest from Lasernet

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

The Safety Logbook for Business Central from Insight Works

Insight Works

How To Protect Your Finance Team from AI-Powered Fraud in Dynamics F&SCM

SignUp Software

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

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

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