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

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
More Document Management Videos

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
More Document Management White Papers

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
More Document Management Solutions