Document Management news & resources

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

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

LATEST VENDOR RESOURCES

10 Reasons Why Insight Works is Your Ultimate Business Central ISV

Insight Works

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Maximizing Cash and Controlling Spend in BC: A Financial Lifecycle for CFOs

SignUp Software

Dynamics 365 F&O Document Management in Focus: The Latest from Lasernet

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic
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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

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

Metafile
Stay ahead of supply chain disruptions with AP Automation.
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
More Document Management White Papers

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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