Document Management news & resources

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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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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

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
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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
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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

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
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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
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