Document Management news & resources

The State of Document Management: Two Experts Weigh In on the Technology, Deployment, and Cost of Today's Solutions

by Linda Rosencrance
Tips on making wise decisions in a market that is both mature and evolving
AP Automation Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt

New Webcast Lineup Turns Focus to Key Business, Industry Needs of Microsoft Dynamics Users and Pros

by Jason Gumpert
Eight new webcasts series set to launch in September
BI and Reporting Business Central Commerce Customer Relationship Mgmt Data Integration Data Management Data Migration Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX

The Power of the Worker Role: Windows Azure + Microsoft Dynamics CRM 2011 Better Together, Part Three

by Sebastian Waksmundzki
Taking advantage of elasticity, scalability for two real world CRM challenges
CRM 2011 Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Power Automate

Keep All the Balls in the Air: Microsoft Dynamics CRM as a Service Firm's Total Operations Solution

by Jason Gumpert
One industrial electronics repair firm built out visibility to quotes, orders, suppliers, shipping, and more
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM Dynamics CRM Online Electronics KPIs
PerceptiveSoftware_LexmarkCompany_JPG_150px_0.jpg

Perceptive Software Ramps up Strategic Acquisitions Through Spring 2012

by Jason Gumpert
Four acquisitions expand technology footprint, industry reach of Perceptive brand under Lexmark
Business Central Commerce Content Management Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Education

Microsoft Dynamics Partner News Roundup: Customer Effective CRM Win; New ImageTag Board Member; Hitachi ERP Hire

by Linda Rosencrance
A selection of recent Microsoft Dynamics partner announcements
Document Automation Document Imaging Document Management Dynamics AX Dynamics CRM Enterprise Content Mgmt Freight Management Logistics

Microsoft Dynamics NAV 2013 Beta Release Comes Amid Changes to SMB Business Models, Product Manager Says

by Jason Gumpert
New MSDN resources, bloggers begin to open up on detailed views
Accounting BI and Reporting Business Central Document Management Dynamics 365 Dynamics NAV NAV 2013 Power Automate

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

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
More Document Management Videos

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
More Document Management White Papers

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
More Document Management Case Studies

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
More Document Management Solutions