Document Management news & resources

22 Takeaways to Expect from the Microsoft Dynamics ERP Financial Management Tools Showcase Series

by Anya Ciecierski

What kinds of capabilities you will see at each showcase event?

AP Automation Accounting Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Expense Management Finance and Operations Financial Management

MSDW Podcast: Machine Learning in Accounts Payable for Microsoft Dynamics 365

by MSDW Reporter

AI and Machine Learning AP Automation Accounting Azure Business Process Mgmt Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Finance and Operations Financial Management

MSDW Podcast: Building your digital supply chain

by MSDW Reporter

AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics NAV EDI Finance and Operations MSDW Podcast Supply Chain Management

Celiveo launches plugin for Microsoft Universal Print Cloud

by MSCN Reporter

The offering adds pull printing, MFP user authentication, and usage tracking for Universal Print

Azure Document Management Integration

Power Platform Updates: Power Pages; Power BI Report Server; Data Service Client; Connectors

by MSDW Reporter

The latest Power Platform updates

BI and Reporting Copilot Studio Data Management Dataverse (CDS) Document Automation Document Management Portals Power Apps Power Automate Power BI Power Pages Power Platform

MSDW Podcast: The document and output management needs of Dynamics 365 Business Central users

by MSDW Reporter

Business Central Business Process Mgmt Business Rules Mgmt Document Automation Document Management Dynamics 365 Dynamics NAV MSDW Podcast Workflow Management

Microsoft announces Viva Sales, a new CRM companion

by Jason Gumpert

Due in Q4 2022, the new app will look across CRM, Office 365, and Teams to provide sales data in context, Microsoft says

Customer Engagement Data Integration Data Management Document Management Dynamics 365 Dynamics CRM Sales Sales & Marketing Viva

MSDW Podcast: The Latest in Output and Document Management

by MSDW Reporter

AP Automation Accounting Business Central Business Process Mgmt Consumer Goods Customer Engagement Customer Experience (CX) Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX

Microsoft Dynamics Partner Roundup: Document automation; Construction; Integration; Commerce win; Revenue platform

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Commerce Construction Customer Engagement Data Integration Document Automation Document Management Dynamics 365 E-Commerce Finance and Operations Project Management Retail Sales & Marketing

5 ways productivity add-ons add value to your Dynamics 365 CRM

by Sam Kumar

How the popular types of apps meet business needs that would otherwise require custom development

BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Document Management Dynamics 365 Dynamics CRM Sales & Marketing Web-based Mapping

LATEST VENDOR RESOURCES

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

SignUp Software

Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

SignUp Software

Future-Ready AP Automation: Yooz’s Seamless Integration with Microsoft Dynamics GP & Beyond

Yooz

AP Automation Comparison Showcase for Dynamics 365 Finance, May 2025

MSDW Features

The Metafile Minutes Podcast Episode 1: Meeting of the Minds

Metafile

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 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.

AI 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

Why Manual Invoice Processing is Costing Manufacturers More Than They Think

Metafile

From labor expenses to missed discounts and compliance risks, the financial burden of manual processing is often overlooked

AI AI and Machine Learning AP Automation Accounting Azure Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

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

Sun Rich Foods Enjoys the Fruits of Having Paperless Accounting Processes

Metafile

A significant improvement to their Dynamics NAV investment

AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV Invoice Processing Manufacturing

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...

AI 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