Document Management news & resources

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

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

How Microsoft Dynamics ERP users can mitigate fraud risk with AP automation

by Scott Siegler

Accounts payable automation with Microsoft Dynamics is key to preventing fraud

AP Automation Auditing Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Flows from the field: April 2019 release notes; Security workflows; Flow, Dropbox auto-backup; Price lists; CRM on-prem; SharePoint

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond

Advanced Pricing Customer Engagement Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Flow Power Automate Power Platform

Microsoft will support Adobe Sign e-signatures in Dynamics 365 for Talent

by MSDW Reporter

Attract module will offer access to Adobe e-sign capabilities with "no additional software or configuration needed"

Adobe Customer Engagement Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures HR Management

Providing Work Instructions to Job Operators in Microsoft Dynamics 365 for Finance and Operations & AX

by Evert Bos

Two options for adding notes and documents.

AX 2012 AX 2012 R3 Bill Of Material Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Finance and Operations Manufacturing Manufacturing Route Optimization

OpenText launches ECM integration for Microsoft Dynamics 365 for Customer Engagement

by MSDW Reporter

OpenText and Contesto co-launch Extended ECM Enabler for Dynamics 365

Content Management Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Power Automate Sales Sales & Marketing Sales & Ops Planning

Don’t Gamble with Your Business Processes: See How KwikTag is the Right Business Process Automation Solution (Sponsored)

by MSDW Reporter

Summit 2018 sponsor KwikTag provides tips and announcements about the event.

Document Management Dynamics GP GPUG Summit 2018

LATEST VENDOR RESOURCES

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

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

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

Metafile

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

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

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