Document Management news & resources

From the Microsoft Dynamics CRM Blogs: E-mailing Attachments En-Masse, Emailing a Link in CRM 2011, and Avoiding Conflict with CRM 4.0 Rollup 15

by Jared Berezin

The latest tips and tricks from around the Dynamics CRM blogs

CRM 2011 Document Management Dynamics CRM

Supply Chain Challenge: How Chemical Manufacturers Can Use Microsoft Dynamics AX for Quality Management Concerns

by Scott Hamilton

Mapping chemical manufacturers' quality management needs to the tools and capabilities of Microsoft Dynamics AX

BI and Reporting Chemicals Document Management Dynamics AX Inventory Management Manufacturing Regulatory Compliance Sales Order Processing Workflow Management

Microsoft Dynamics Partner Roundup: CGS Partners With Profitbase; myGPcloud on iPad; Sikich Joins SL Advisory Board; Junction Solutions, ImageTag Partnership

by Jason Gumpert

A look at recent Microsoft Dynamics Partner announcements

BI and Reporting Business Performance Mgmt Commerce Document Automation Document Management Dynamics AX Dynamics GP Dynamics SL RFID Retail Retail POS

Microsoft Announces Q2 2011 Availability of Microsoft Dynamics SL 2011

by Jason Gumpert

Includes RoleTailored user experience and new productivity tools for users

Accounting Architecture Construction Document Management Dynamics SL Engineering Government Professional Services Project Management

From the Dynamics GP Blogs: Email for Sales and Purchasing Documents; Build Numbers and Service Packs; Performance Benchmark Results; Clear Recurring Batch Amounts

by Jared Berezin

The latest from around the Dynamics GP blogs

Accounting Document Management Dynamics GP Email Management Web Services

Microsoft Announces Official Beta Release of Dynamics CRM 2011

by Jason Gumpert

Online beta is ready for release in 8 languages and 36 markets, while on-premise is ready in all markets

BI and Reporting CRM 2011 Customer Relationship Mgmt Document Management Dynamics CRM Power Automate

A Tale of AP and AR Automation: Metafile Increases Focus on Microsoft Dynamics, Launches New Reseller Program

by Linda Rosencrance

Firm is capitalizing on strong alignment and growth with Dynamics, SharePoint and the rest of the Microsoft stack

Accounting Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Power Automate

Microsoft Dynamics GP or NAV Without Document Management? Equisys Has a Cure for the Pain

by Vladimir Shvorin

Zetadocs' flexibile workflow and SDK offer broad possibilities for customers and partners

Business Central Document Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Workflow Management

New Entry in Document Management Market for Microsoft Dynamics CRM Targets SMBs Based on Price, Simplicity

by Jason Gumpert

M-Files aims to gain a foothold in Europe, North America

Customer Relationship Mgmt Document Automation Document Management Dynamics CRM

M-Files Document Management Software Connects With Microsoft Dynamics CRM

by Linda Rosencrance

Tagging and tracking of 'document-driven' interaction

Document Management Dynamics CRM

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