Document Management news & resources

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

Build on Benefits of Microsoft Dynamics: Ten Criteria for a Truly Useful Document Imaging System

by David Guilbault

Advice for Making the Transition

Accounting BI and Reporting Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Imaging Document Management Dynamics 365

When a Food Contamination Emergency Occurs: Can Your Transactional Document Processes Cope with Product Recalls?

by Natalie Davidson

Recent Food Contamination Scares Point Up the Risks

Accounting BI and Reporting Document Automation Document Imaging Document Management Dynamics AX Food & Beverage Supply Chain Management Warehouse Management Workflow Management

Bad Economy or Not, Here Are Ten Reasons to Attend Convergence 2009

by Mark Polino

Improve Your Return on Investment at Convergence

Accounting BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Collaborative Workspaces Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

Money Talks, So Why Are Your Microsoft Dynamics AX Payment Documents Whispering?

by Dan Gangai

Payments Can Reinforce Messages to Key Constituencies

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Data Management Document Automation Document Management Dynamics 365 Dynamics AX Financial Management Sales Sales & Marketing

When Cash Is King: 8 Strategies for Using Microsoft Dynamics GP to Wring Extra Money from Regular Transactions

by Mariano Gomez

Major Savings Possible in Purchasing, Receiving, and Accounts Payable

BI and Reporting Business Process Mgmt Document Automation Document Management Dynamics GP E-Commerce EDI Expense Management Financial Management Inventory Management Supply Chain Management

Using Microsoft Dynamics GP to Improve Preparation for an Audit: Four Approaches

by Laura Oppenheimer

At GPUG Summit, Users and Partners Discuss Options

Data Management Document Automation Document Management Dynamics GP Expense Management Financial Management GPUG

LATEST VENDOR RESOURCES

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

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

The Safety Logbook for Business Central from Insight Works

Insight Works

How To Protect Your Finance Team from AI-Powered Fraud in Dynamics F&SCM

SignUp Software

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

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

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