Document Management news & resources

MSDW Podcast: Mike Fernandes and Mary Miller of KwikTag on AP automation trends and product roadmap

by MSDW Reporter
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Invoice Processing
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Nintex acquires eSignature vendor AssureSign

by Jason Gumpert

The company plans to integrate eSignatures into the Nintex Process Platform

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Sales & Marketing Workflow Management
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sa.global launches evergreen + empower legal practice management suite, built on Microsoft cloud

by Jason Gumpert

Company also made key hires from Thomson Reuters for North American sales and delivery

AI and Machine Learning Azure Billing Collaborative Workspaces Complex Billing Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC) Legal Power Apps Power Automate
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Cleareye.ai teams up with Microsoft to help companies manage PPP loans

by MSCN Reporter

Cleareye.ai aims to support companies tracking PPP loans with Azure AI

AI and Machine Learning Azure Business Process Mgmt Compute Document Automation Document Management Financial Management Loan Management Regulatory Compliance
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Why 2021 is the year to digitize accounts payable operations

by Mikko Hytonen

Key trends are accelerating automation 

AP Automation Accounting Business Central Business Performance Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Invoice Processing
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Microsoft Business Apps Profile: Power Platform is helping SharePoint customers, says new MVP

by Linda Rosencrance

Tomislav Karafilov shares his Microsoft MVP journey and how Power Platform  and Teams works for his SharePoint-focused clients.

Collaborative Workspaces Dataverse (CDS) Document Management Dynamics 365 Power Apps Power Automate Power BI Power Platform Teams Workflow Management

From the Microsoft Dynamics 365 Customer Engagement Blogs: Timeline; Canvas app; Field service; Export to PDF

by MSDW Reporter

A selection of the latest insights from the CE/CRM blogs

Customer Engagement Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Field Service Field Service Power Apps Power Automate Power Platform Sales

From the Microsoft Dynamics 365 Finance and Operations Blogs: Change management; Launching Report Designer; Non-deductible sales tax; Security how-to

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Finance and Operations blogs

BI and Reporting Bill Of Material Mgmt Document Management Dynamics 365 Dynamics AX Finance and Operations Product Lifecycle Mgmt Security Tax Management
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Payment process automation in Microsoft Dynamics 365 Finance

by Vamsi Pranith Donepudi

Discover the ins and outs of payment processing with Dynamics 365 Finance

AP Automation Accounting Business Process Mgmt Document Automation Document Management Dynamics 365 Finance and Operations Financial Management Invoice Processing Workflow Management
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Microsoft Azure Updates: Developer experience; ML for fantasy baseball; Lighthouse; Data residency

by MSDW Reporter

The latest Azure updates from Microsoft.

AI and Machine Learning Agriculture Azure Compute Databases Development Document Automation Document Management Government HR Management Integration Internet of Things (IoT)

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Discover the Combined Power of AP Automation with Microsoft Dynamics 365

Metafile

AP Automation for Dynamics 365 BC/NAV Comparison Showcase, October 2024

MSDW Features

Introducing Dynamics New Horizons Virtual Conference

WebSan Solutions

How to Use AI to Automate Documentation and Support for Dynamics 365 F&O

ClickLearn

Eight Free Business Central Apps That You’ll Wish You Had

Insight Works
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Cloud-Based AP Automation Drives Digital Transformation in Manufacturing

Metafile
Cloud-based AP automation is revolutionizing manufacturing by replacing outdated legacy systems
AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

SharePoint Metadata When Integrating With Dynamics - Best Practices Analysis

Connecting Software
Best practices for SharePoint metadata when integrating with Dynamics 365, so you can optimize document management, searchability and collaboration
Document Management Dynamics 365 Governance, Risk, and Compliance (GRC)

Tracking Supply Costs with AP Automation: A Solution for Craft Breweries and Distilleries

Metafile
For craft breweries and distilleries, balancing profitability with high-quality production is crucial.
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Food & Beverage Robotic Process Automation (RPA)

Scaling Aging Services with AP Automation: Handling Increased Demand Efficiently

Metafile
As the aging population grows, aging services providers must scale operations without compromising care quality
AI and Machine Learning AP Automation Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Enhancing Accounts Payable Automation with AI-Enabled Intelligent Recognition

Metafile
Investing in AP automation technology is about setting the stage for a more efficient, accurate, and future-ready financial management system.
AI AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL
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How Copper State Optimized Labelling Operations and Report Generation with Lasernet

Formpipe Software
Lasernet helped streamline their labelling program to allow warehouse-specific customizations and solve local printing requirements
Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Finance and Operations Manufacturing Warehouse Management

Cross Manufacturing Unifies Dynamics 365 with Historical ERP Data to Optimize Operations and Automate Paperwork with Lasernet

Formpipe Software
Why Cross Manufacturing chose Lasernet to streamline data from their legacy ERP into D365
Aerospace & Defense Business Central Data Management Data Migration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Manufacturing

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

Ensuring Document Authenticity in Banking with CB Blockchain Seal

Connecting Software
Discover how Connecting Software's CB Blockchain Seal revolutionized document authentication for a Portuguese bank.
Data Integration Document Automation Document Management
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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)

Level the Paying Field: AP Automation with PairSoft

With PaperSave by PairSoft, location isn’t a factor for your multilocation business, and neither are time- consuming...
AP Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing

PairSoft Pay: Fully Managed AP Payments

PairSoft Pay is a single platform that does the work for you — automating electronic payments while reducing fraud and errors...
AP Automation Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Payment Processing Procurement

Full P2P in Dynamics with PairSoft

Automate your entire Procure-to-Pay process in one natively integrated system, maintain a centralized records database, move...
AP Automation Document Management Dynamics 365 Dynamics GP Payment Processing Procurement

Requisition and Procurement in Dynamics 365 BC

Automate your Procurement process from requisition through invoice, move projects forward, gain real-time visibility and...
Business Central Document Management Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Payment Processing Procurement
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