Document Management news & resources

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

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

LATEST VENDOR RESOURCES

Next Level Invoice Processing for Business Central - Fidesic AP

Fidesic

How VCIO Mentors Young Leaders to Become Great Technology Professionals

VCIO Global

Global Manufacturer Undertakes Digital Transformation

VCIO Global

Unveiling the 2025 Dynamics 365 AP Automation Report for Finance Leaders: Talking AI, Fraud & Automation

Truvio

10 Reasons Why Insight Works is Your Ultimate Business Central ISV

Insight Works
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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

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
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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
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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 Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

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

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
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