Document Management news & resources

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

Microsoft Officials Stress Searching , Business Process, and BI Capabilities from SharePoint Integration

by Laura Oppenheimer
Officials Demo SharePoint Integration at GPUG Summit 2008
BI and Reporting Data Management Document Automation Document Management Dynamics GP Expense Management Financial Management Inventory Management Manufacturing Supply Chain Management Warehouse Management Workforce Management

NAVUG Forum 2008-–Assessing Add-Ons and New Tools for Supply Chain and Costing Management

by Jason Gumpert
Latest Tools on Display at NAVUG Las Vegas Sessions
BI and Reporting Business Central Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Data Management Document Automation Document Management Dynamics 365 Dynamics NAV E-Commerce Expense Management

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
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
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