Document Management news & resources

Microsoft Dynamics Partner Roundup: New Releases from Zap, Accellos, EZB; Performance Management Integration; Adaptable Merger; NAV Win

by Linda Rosencrance
A selection of news and announcements from the Dynamics partner ecosystem
BI and Reporting Business Central Business Process Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Retail POS Supply Chain Management

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

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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