Document Management news & resources

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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
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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
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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

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

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Unveiling the 2025 Dynamics 365 AP Automation Report for Finance Leaders: Talking AI, Fraud & Automation

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10 Reasons Why Insight Works is Your Ultimate Business Central ISV

Insight Works

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Maximizing Cash and Controlling Spend in BC: A Financial Lifecycle for CFOs

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Dynamics 365 F&O Document Management in Focus: The Latest from Lasernet

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Evaluating AP Automation Platforms in 2025

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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

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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 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.
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
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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

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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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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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