Document Management news & resources

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

Best of 2017: What Microsoft Dynamics 365/AX experts taught us about technology, process, and project management trends

by MSDW Reporter

Nine articles from MSDW contributors that changed our readers’ understanding of Dynamics 365 this year.

AP Automation Accounting BI and Reporting Business Performance Mgmt Business Process Mgmt Collaborative Workspaces Data Integration Data Management Data Warehousing Document Management Dynamics 365 Dynamics AX

Seismic to bring sales and marketing content platform to Microsoft Dynamics 365, Power BI

by MSDW Reporter

Product updates will strengthen use of Microsoft technology and solution integration

Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Document Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning

From the Microsoft Dynamics GP Blogs: Upgrading web client; What’s after upgrade?; Bill backs; Doc attachment

by Linda Rosencrance

A selection of the latest insight from the Microsoft Dynamics GP blogs

Accounting Data Integration Data Management Data Migration Document Management Dynamics GP

Microsoft Dynamics Webcasts, October 23-27, 2017: D365 doc management; AWS for ISVs; Sales Navigator lead gen; Migrating AX, NAV, GP, SL to cloud

by MSDW Reporter

Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.

Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

The new Microsoft Dynamics 365 Finance & Operations vendor invoice automation feature: Does it pass the practice test?

by Ludwig Reinhard

It is a much-in-demand out-of-the-box feature; still, some assembly is required.

Accounting Document Management Dynamics 365 Expense Management Invoice Processing

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

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

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

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