Document Management news & resources

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)

MSDW Podcast: ClickLearn plans for growth with new partner and licensing plans (Sponsored)

by MSDW Reporter
Business Central Customer Engagement Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast
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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

Microsoft Dynamics Partner Roundup: Unified interface; Document management; Program manager; New office

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Customer Relationship Mgmt Document Management Dynamics 365 Dynamics NAV Power BI Power Platform
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Managing Microsoft Dynamics 365 for Customer Engagement documents in SharePoint Online

by Abhishek Kumar

Thanks to the integration between SharePoint and Dynamics 365, you can store documents and control their security permissions

Customer Engagement Document Management Dynamics 365 Dynamics CRM Security

From the Microsoft Dynamics 365 Business Central and NAV Blogs: Payment registration; Nonstock items; Moving a database; Direct printing

by MSDW Reporter

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

Business Central Data Migration Document Management Dynamics 365 Dynamics NAV Warehouse Management

LATEST VENDOR RESOURCES

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

SignUp Software

Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

SignUp Software

Future-Ready AP Automation: Yooz’s Seamless Integration with Microsoft Dynamics GP & Beyond

Yooz

AP Automation Comparison Showcase for Dynamics 365 Finance, May 2025

MSDW Features

The Metafile Minutes Podcast Episode 1: Meeting of the Minds

Metafile
More Document Management Videos

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 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

Metafile
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

Metafile
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

How AP Automation and AI Benefit Retailers

Metafile
Retailers can streamline operations, reduce costs, and improve efficiency
AI and Machine Learning AP Automation Accounting Azure Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
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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

Sun Rich Foods Enjoys the Fruits of Having Paperless Accounting Processes

Metafile
A significant improvement to their Dynamics NAV investment
AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV Invoice Processing Manufacturing
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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
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