Document Management news & resources

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

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

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

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

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

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