Document Management news & resources

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12 Key Takeaways Dynamics 365 Customer Engagement Users Can Expect from the Productivity Tools Showcase

by Anya Ciecierski

A new event on November 2 features four vendors that have helped thousands of Dynamics customers

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Marketing Automation Sales Sales & Marketing Subscription Management Unified Communication Web-based Mapping
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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
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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
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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
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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
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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

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