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Document Management news & resources
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
Customer Insights - Journeys (Marketing)
Document Management
Dynamics 365
Dynamics CRM
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 Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Document Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
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
Digital invoice processing and automation is leaving OCR behind
by
Anna
Tujunen
Optical character recognition (OCR) was a great start to invoice automation; but it is too error-prone to be in its future.
AP Automation
Accounting
Aerospace & Defense
Agriculture
Architecture
Business Central
Customer Engagement
Document Automation
Document Imaging
Document Management
Dynamics 365
Dynamics AX
Microsoft and Adobe make new commitment to broadly integrate e-signatures, collaboration, productivity tools
by
Jason
Gumpert
Adobe Sign to become Microsoft’s preferred e-signature solution across business apps, while Teams to gain favor in Adobe suite.
Adobe Marketing Cloud
Collaborative Workspaces
Customer Engagement
Data Integration
Document Automation
Document Management
Dynamics 365
Dynamics CRM
Electronic Signatures
Power Automate
Workflow Management
Vic Air Supplies moves to the cloud with Microsoft Dynamics NAV
by
Linda
Rosencrance
Microsoft Gold Partner EBS helps company move to the cloud, and to bring along some reluctant employees
Accounting
BI and Reporting
Business Central
Business Performance Mgmt
Business Process Mgmt
Cloud
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Document Management
Dynamics 365
The Missing Link in Fraud Detection: Content Management
by
Francois
Pienaar
Detecting fraud within a business shouldn't be difficult, but still remains a challenge for most of the industry. What is missing?
Auditing
Business Process Mgmt
Business Rules Mgmt
Content Management
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Data Management
Document Management
Dynamics 365
Dynamics CRM
Microsoft Dynamics Webcasts, July 24-28, 2017: ROI of D365; Power BI Desktop vs. Excel; PO matching with Dynamics GP
by
MSDW
Reporter
Microsoft Dynamics Webcasts, July 24-28, 2017: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
AP Automation
BI and Reporting
Business Process Mgmt
Document Management
Dynamics 365
Dynamics GP
Invoice Processing
Power BI
Power BI
Power Platform
Purchasing
Microsoft Dynamics Partner Roundup: EDI on AppSource; Commerce for D365; PDF forms for D365; Creative agency integrates CRM
by
Linda
Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Commerce
Customer Engagement
Customer Service
Customer Service
Distribution
Document Management
Dynamics 365
E-Commerce
EDI
Electronic Signatures
Manufacturing
Retail
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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
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Dynamics 365
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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
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Dynamics 365
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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
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Accounting
Azure
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Document Automation
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Dynamics 365
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Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions
Metafile
Stay ahead of supply chain disruptions with AP Automation.
AP Automation
Accounting
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Dynamics GP
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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
More Document Management Case Studies
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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