Document Management news & resources

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

Boarding the Microsoft journey to the cloud: Our OCP and co-sell story so far

by Anders Eriksen
How Formpipe Lasernet's embrace of OCP has led to promising new ties to Microsoft's global sales organization.
Document Automation Document Management Dynamics 365 One Commercial Partner Power Automate

Doc Attach for Microsoft Dynamics GP and the return of Clippy

by Mark Polino
A sane way to get the most out of both the new Doc Attach and traditional documents on notes.
Document Automation Document Management Dynamics GP

Building a Smart Customer Service Desk in Microsoft Dynamics 365 with Artificial Intelligence

by Stefano Tempesta
Exploring three cognitive services tools that can add improve to a service agent's performance with D365 and Unified Service Desk.
Artificial Intelligence (AI) Azure Machine Learning Business Process Mgmt Cloud Customer Engagement Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM Power Automate

Microsoft readies brand name and packaging update for Dynamics 365 "Tenerife"

by Jason Gumpert
Dynamics NAV SMB partners have been briefed on branding, packaging, pricing of the newly named solution.
Accounting BI and Reporting Budgeting Business Central Business Process Mgmt Customer Relationship Mgmt Distribution Document Management Dynamics 365 Dynamics NAV Financial Management Forecasting

CCM vendor Xpertdoc buys XperiDo, gaining document automation, industry expertise

by MSDW Reporter
All stock deal will expand global market reach, offering customers better platform capabilities.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Financial Services Government Insurance

Diving into Microsoft Dynamics GP 2018: 6 areas of community-driven enhancements

by Ian Grieve
Improvements in Dynamics GP 2018 RTM can be broken down into several key groupings.
Accounting BI and Reporting Document Management Dynamics GP GP 2018 Payment Processing Purchasing

Microsoft Dynamics Webcasts, February 5 – 9, 2018: Get started with Automated AP; CRM VARs can't ignore CSP

by MSDW Reporter
Microsoft Dynamics Webcasts, February 5 – 9, 2018: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
AP Automation AX 2012 AX 2012 R2 AX 2012 R3 Accounting Business Process Mgmt Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365

Microsoft Dynamics Partner Roundup: Nordic expansion; New CSP ally; CRM training; UK NFP Cloud CRM; Doc management update

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel.
Customer Engagement Customer Relationship Mgmt Document Management Donor Management Dynamics 365 Dynamics AX Dynamics CRM Electronic Signatures Finance and Operations Financial Management Government Not For Profit

Microsoft Dynamics Partner Roundup: Engagement for banks & CUs; Canadian CSP; Certified doc management; ISV’s 8000th customer

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Banking Cloud Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Imaging Document Management Dynamics 365 Dynamics CRM

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
More Document Management Videos

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
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

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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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
More Document Management Solutions