Document Management news & resources

SharePoint 2010 and Office 2010 Boost Microsoft Dynamics Ease-of-Use, Corporate Reach

by Pam Derringer
Better data accessibility could spark many new partner offerings
BI and Reporting Business Central Collaborative Workspaces Configuration & Development Customer Relationship Mgmt Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

Vendors Announcements Continue Throughout Convergence 2010

by Linda Rosencrance
Product announcements coincide with event's large turnout
Accounting BI and Reporting Business Central Convergence 2010 Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Tax Management

Eclipse Partners with Version One to Deliver Integrated Document Management to Microsoft Dynamics GP

by Linda Rosencrance
Electronic document solution targeted at financial process efficiency
Document Automation Document Imaging Document Management Dynamics GP

As the End of the Year Approaches, Here's Straight Talk on Imaging Software Decisions

by David Guilbault
The Opportunity of Year-End Budgets
Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

Maximize Microsoft Dynamics AX's Strengths to Build Stronger Customer Relationships

by Natalie Davidson
Four Steps That Keep You in Synch with Customers
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Marketing Sales

From the NAV Blogs: Help source files available; Auto-deploy client-side components; Set up a mail template for document approvals

by Jared Berezin
Dynamics NAV news round-up
Business Central Collaborative Workspaces Document Management Dynamics 365 Dynamics NAV

Record Retention Made Easy for Microsoft Dynamics: How Stricter Regulations Guide Which Files to Keep

by David Guilbault
Guidelines for Developing Records Management Approach
Business Central Data Archiving Data Integration Data Management Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

How to Plan Storage Needs When Moving from File Cabinets to Hard Disk—Why Invoices Are a Key Indicator

by David Guilbault
Making It Through the Jargon
Business Central Data Archiving Data Management Data Migration Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

When It Comes to Document Imaging, Assess the Data Capture Process Before Selecting Software

by David Guilbault
Centralized vs. Distributed Capture
Business Central Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

The Fundamentals of Document Capture for Microsoft Dynamics, and Why They Matter

by David Guilbault
Understanding the Document Capture Process
Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

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
More Document Management Videos

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
More Document Management White Papers

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
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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
More Document Management Solutions