Workflow Management news & resources

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Exception handling; Join multiple data sources; Maximize sales, efficiency; New approvals experience

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Business Process Mgmt Data Management Dynamics 365 Dynamics AX Finance and Operations Portals Workflow Management

From the Microsoft Power Platform blogs: Adding tabs to forms; Environment variables; Automate business PDFs; Copilot Studio and deep reasoning

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
AI and Machine Learning Azure Compute Copilot Studio Document Automation Portals Power Apps Power Automate Power Pages Power Platform Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Flexible line display; Recurring expense allocation; D365BC workflows vs Power Automate; Extra serial or lot number information

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Dynamics 365 Dynamics NAV Product Traceability Purchasing Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Synchronous vs asynchronous workflows; Send Trustpilot invitations; Automated notifications; Column offline sync feature

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Email Management Sales Sales & Marketing Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Update sandbox environments; New release: all polish, no substance? Workflow user groups; Query methods

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Dynamics 365 Dynamics NAV Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Approval user setup; Monitoring job queues; Pivot mode; Mastering formulas

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
BI and Reporting Business Central Dynamics 365 Dynamics NAV Financial Management Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Memory usage; Design details; Role centers; Standard costs

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Data Integration Dynamics 365 Dynamics NAV User Management Workflow Management

From the Microsoft Dynamics 365 Finance and Supply Chain Management: Feature callouts; Absence codes; Asset management; Workflow email alerts

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Dynamics 365 Dynamics AX Enterprise Asset Mgmt Finance and Operations Time & Attendance User Adoption Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Production order cancellations; Automate payables processes; Recurring general journal; ToText method

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
AP Automation Business Central Document Management Dynamics 365 Dynamics NAV Financial Management Order Management Supply Chain Execution Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Approval workflows; Accounts payable; Item tracking; Personalization features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
AP Automation Business Central Business Process Mgmt Dynamics 365 Dynamics NAV Inventory Management Power Automate Power Platform Workflow Management

LATEST VENDOR RESOURCES

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

XPLUS

The End of Manual Regression Testing? Introducing Autonomous Testing for Dynamics 365

XPLUS

Simple Test Automation for D365 – No Coding Required

XPLUS
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The Smart Buyer’s Guide to Microsoft 365 & Copilot

JourneyTeam
Smarter Work with Microsoft 365 & Copilot: What You Should Know
AI Agents AI and Machine Learning Azure Copilot Copilot Studio Power Platform Robotic Process Automation (RPA) Unified Communication Workflow Management

From Back Office to CFO's Boardroom: How Strategic AP Drives Financial Health

Mekorma
Unlocks cash flow control, stronger vendor ties, better compliance, and smarter decisions
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Check Printing Chemicals

Make Your D365 Security Compliant, Optimized – and Audit-Ready

XPLUS
Detect fraud, optimize processes, and accelerate automation
Auditing Automated Testing Azure Business Performance Mgmt Dynamics 365 Dynamics AX Finance and Operations Governance, Risk, and Compliance (GRC) IT Asset Management (ITAM) IT Service Management (ITSM) Licensing Power BI

Test, Optimize, Succeed: Ensuring Peak Performance in Dynamics 365 F&SCM

XPLUS
Master the art of performance testing and unlock the full potential of your Dynamics 365 FSCM system
Auditing Automated Testing Business Performance Mgmt Business Process Mgmt Configuration & Development Copilot Copilot Studio Dynamics 365 Dynamics AX Finance and Operations Governance, Risk, and Compliance (GRC) Load Planning

5 Common Test Automation Traps in Dynamics 365 and How to Get Around Them - The Ultimate Checklist

XPLUS
Discover the most common pitfalls that hold businesses back from unlocking their automation potential
Auditing Automated Testing Azure Business Process Mgmt Configuration & Development Development Dynamics 365 Dynamics AX Finance and Operations Governance, Risk, and Compliance (GRC) IT Service Management (ITSM) Integration
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Streamlined Testing & Workflow Optimisation in Microsoft Dynamics 365

XPLUS
Automated Testing Business Process Mgmt Dynamics 365 Finance and Operations Licensing Risk Management Sales and Operations Planning Workflow Management

The $1M Decision: Millborn Stays with SalesPad and Dynamics GP

Cavallo
High costs to recreate specific functionality in Business Central.
Distribution Dynamics GP Workflow Management

AI-Powered PO Automation Streamlines Dealer Transactions for Global Manufacturing Leader

Avantiico
Discover how a global manufacturing leader used AI-powered automation in Microsoft Power Platform and Dynamics 365 F&SCM to streamline dealer transactions and eliminate manual PO e
AI and Machine Learning Azure Data Integration Dynamics 365 Manufacturing Order Management Power Automate Power Platform Sales Order Processing Workflow Management
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Take Control of Security in Dynamics 365 F&SCM with USG Advanced

Managing security roles in D365 F&SCM doesn't have to be complex or risky. User Security Governance (USG) – created by...
Auditing Automated Testing Business Process Mgmt Dynamics 365 Governance, Risk, and Compliance (GRC) Regulatory Compliance Security Segregation of Duties (SoD) System Administration Training User Management Workflow Management

Power BI Budgeting With Power ON Budget Planner

In effective cost management, wrangling budgets scattered across local spreadsheets poses challenges in maintenance and...
Automated Data Collection Azure Budgeting Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics RMS

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)

Automate Accounts Receivable with Trace AR

Save time and money with accounts receivable automation. Digitizing your invoicing process makes it easier for your clients...
Business Central Credit Card Processing Customer Experience (CX) Dynamics 365 Dynamics GP Dynamics NAV Invoice Processing Payment Processing Workflow Management
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