Document Management news & resources

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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX 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

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
More Document Management Videos

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
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
More Document Management Case Studies

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
More Document Management Solutions