Document Management news & resources

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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
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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

Security and blockchain for Microsoft business apps: A Q&A with Thomas Berndorfer

by Eamon McCarthy Earls

Connecting Software founder and CEO Thomas Berndorfer explains how the company leverages blockchain and their work in the Microsoft channel

AppSource Azure Compute Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations ISV Connect Integration Power Automate
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Planning a document management investment with Dynamics 365 CRM: 5 ways to prioritize

by Sam Kumar

How to improve your productivity and select the right type of solution for your needs

Content Management Customer Engagement Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Enterprise Content Mgmt Security

MSDW Podcast: Document visibility across Dynamics applications

by MSDW Reporter
Business Central Business Performance Mgmt Content Management Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

From the Microsoft Dynamics 365 Business Central blogs: Posting transactions; Attaching file documents; Lot tracking; Code units

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Business Central blogs

Accounting Business Central Document Automation Document Management Dynamics 365 Enterprise Content Mgmt Financial Management Manufacturing Warehouse Management

Azure Partner Updates: Computer vision for retail; Disaster recovery; Azure Government support

by MSCN Reporter

The latest partner announcements from the Azure channel

AI and Machine Learning Aerospace & Defense Azure Development Document Management Government Integration Retail Storage

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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Dynamics 365 F&O Document Management in Focus: The Latest from Lasernet

ERP Mechanics

How to Overcome CRM Document Storage Issues & Security Risks

Inogic

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

The Safety Logbook for Business Central from Insight Works

Insight Works

How To Protect Your Finance Team from AI-Powered Fraud in Dynamics F&SCM

SignUp Software
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Evaluating AP Automation Platforms in 2025

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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

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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

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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

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

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Stay ahead of supply chain disruptions with AP Automation.
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
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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

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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

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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
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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
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