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

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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