Document Management news & resources

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
nav-sod-roadmap-300.png

What's in the Latest Microsoft Dynamics NAV Statement of Direction?

by Jason Gumpert
NAV 7 focus on cloud, core enhancements, RapidStart Services
BI and Reporting Business Central Cloud Document Management Dynamics 365 Dynamics NAV NAV 7 Portals Power Automate RapidStart

From the Microsoft Dynamics CRM Blogs: Meet GM Dennis Michalis; Discovery Web Service Changes For Office 365; Debugging Sandboxed Plugins

by Jason Gumpert
A selection of the latest insight from the Dynamics CRM blogs
CRM 2011 Document Management Dynamics CRM Dynamics CRM Online Microsoft Corporate
readsoft.png

BCSYS, ReadSoft Launch Invoice Automation Solution for Microsoft Dynamics NAV

by Linda Rosencrance
Cloud and on-premise, initial rollout in France
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics NAV Invoice Processing Power Automate ReadSoft

Microsoft Releases Updated Dynamics GP Statement of Direction

by Jason Gumpert
Focus on GP 12 in late 2012, positioning of cloud and deployment options
Accounting Cloud Document Management Dynamics GP Financial Management GP 12 GP 14 GP 15 Inventory Management Power Automate Warehouse Management Web Client

SharePoint Online Adds Easier Document Management for Microsoft Dynamics CRM 2011 Entities

by Jason Gumpert
Create and manage SharePoint Online document libraries from CRM 2011
CRM 2011 Document Management Dynamics CRM

Microsoft, Equisys Release Zetadocs Express for Microsoft Dynamics NAV 2009 R2

by Linda Rosencrance
Released on schedule following announcement in May 2011
Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV NAV 2009 R2 Workflow Management

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
More Document Management Videos

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
More Document Management Solutions