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

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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
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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
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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
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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
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