Document Management news & resources

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

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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures 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

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