Document Management news & resources

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

Accelerating Deals with Electronic Signatures: DocuSign Releasing eSignature Connector for Microsoft Dynamics CRM

by Linda Rosencrance

Integrates DocuSign eSignature service with Dynamics CRM opportunities and related contracts

Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS Sales Sales & Marketing

From the Microsoft Dynamics AX Blogs: Reduce Time for Master Scheduling Jobs; Tracking Subsidiary Statements; Replacement of “Temporary Property”; Display Documents in a New Table Through EP

by Jared Berezin

A selection of recent Dynamics AX blog posts

Document Management Dynamics AX Manufacturing Planning & Scheduling

Microsoft Announces that Dynamics NAV 7 to Drop Classic Reports, NAV 2009 R2 to Add Free Add-Ons

by Jason Gumpert

New Zetadocs and Jet Reports products to be available as “new functionality” in NAV

Business Central Document Management Dynamics 365 Dynamics NAV NAV 2009 R2 NAV 7

The Opportunities and Limitations of Document Management and Collaboration Using Microsoft Dynamics CRM

by Jason Gumpert

Harnessing SharePoint to Extend Dynamics CRM's Functionality

Convergence 2011 Document Automation Document Imaging Document Management Dynamics CRM

Microsoft Dynamics News Roundup: Pre-Convergence Edition

by Linda Rosencrance

Partners gear up with an early round of product announcements around Convergence 2011

Business Central Cloud Convergence 2011 Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV E-Commerce Power Automate

From the Microsoft Dynamics GP Blogs: Free Project Accounting…What to Do with a Misdated Bank Deposit After Reconciliation...How to Make an Invoice in Word Read-Only

by Jared Berezin

A selection of the latest thinking from the Dynamics GP blogs

Accounting BI and Reporting Document Management Dynamics GP Project Management Security

Microsoft Dynamics Partner Roundup: New Solutions for Seafood, Excel Data Transfer, Document Search, CRM Productivity; Performance Management Partnership; Columbus IT’s Balkan Retail Win

by Linda Rosencrance

Latest news and announcements from the Dynamics partner ecosystem

Accounting Business Central Data Management Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Food & Beverage Mobile Applications

Microsoft Dynamics Partner Roundup: New Releases from Zap, Accellos, EZB; Performance Management Integration; Adaptable Merger; NAV Win

by Linda Rosencrance

A selection of news and announcements from the Dynamics partner ecosystem

BI and Reporting Business Central Business Process Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Retail POS Supply Chain Management

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