Document Management news & resources

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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 a new superpower with ClickLearn at User Group Summit NA 2019 (Sponsored)

by MSDW Reporter

E-learning, documentation and live assistance solution maker ClickLearn is a platinum sponsor of User Group Summit 2019.

CRMUG Summit 2019 Customer Engagement D365UG Summit 2019 Document Management Dynamics 365 Dynamics CRM Power Apps Power Platform Training UG Summit 2019

Microsoft Dynamics Partner Roundup: QGate intelli-CTi; Dev community update; Secure emails and docs for NAV; Partner merger in FinServ

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Aerospace & Defense Azure Business Central Customer Engagement Document Management Dynamics 365 Dynamics NAV Email Management Finance and Operations Financial Services Government Security

LATEST VENDOR RESOURCES

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

Unlock the Power of Free Apps in Business Central

Insight Works

The New Power Couple in Business Central Finance: SignUp Software & SKsoft

SignUp Software

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

SignUp Software
More Document Management Videos

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 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.
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

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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
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

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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...
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

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