Workflow Management news & resources

From the Microsoft Dynamics 365 Business Central blogs: Customizing workflows; Virtual tables; Unique reports; Cash flow analysis

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 Business Central blogs

BI and Reporting Business Central Business Process Mgmt Data Integration Data Management Dynamics 365 Dynamics NAV Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Master data management; Sales management; Azure Logic Apps; Profile extension

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 Business Central blogs

Azure Business Central Business Process Mgmt Development Dynamics 365 Dynamics NAV Master Data Mgmt Sales & Marketing Workflow Management

PPCC24: Copilots and Agents are core to Power Platform roadmap, Microsoft says

by Jason Gumpert

New tools like Plan Designer and autonomous agents in flows could change the Power Platform story

Business Process Mgmt Copilot Copilot Studio Dataverse (CDS) Power Apps Power Automate Power Pages Power Platform Power Platform Community Conference 2024 Workflow Management

From the Microsoft Power Platform blogs: Save embedded images; Catalog; Azure Resource Manager; Data activator

by MSDW Reporter

A selection of the latest insight from the Power Platform blogs

Data Management Email Management Fabric Portals Power Apps Power Automate Power Pages Power Platform Workflow Management

From the Microsoft Power Platform blogs: Approval reminder; Power Platform catalog; Coauthoring; Startup app for mobile

by MSDW Reporter

A selection of the latest insight from the Power Platform blogs

Business Process Mgmt Customer Engagement Dynamics 365 Mobile Applications Power Apps Power Automate Power Platform Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Modernize forms; Audio files in IVR; Streamlining workflows; Customize record forms

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CE blogs

Business Process Mgmt Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Workflow Management

From the Microsoft Dynamics 365 Finance and Supply Chain Management Blogs: Workflow bottlenecks; New SCM features; Transaction tracking; Purchase requisition

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs

Copilot Dynamics 365 Dynamics AX Finance and Operations Financial Management Multi-Entity Management Purchasing Workflow Management

From the Microsoft Power Platform blogs: Copilot administration; Named formulas; Text functions; Planner task reminder

by MSDW Reporter

A selection of the latest insight from the Power Platform blogs

Copilot Power Apps Power Automate Power Platform Workflow Management

From the Microsoft Power Platform blogs: Desktop flow; Pre-filtered list view; Automate HR requests; Approval comments

by MSDW Reporter

A selection of the latest insight from the Power Platform blogs

Business Process Mgmt Copilot Studio Document Automation HR Management Power Apps Power Automate Power Platform Workflow Management

From the Microsoft Power Platform blogs: SQL Server procedures; Power Automate approvals; Planner checklist; Availability monitoring

by MSDW Reporter

A selection of the latest insight from the Power Platform blogs

Business Process Mgmt Dataverse (CDS) Power Apps Power Automate Power Platform Workflow Management Workforce Management

LATEST VENDOR RESOURCES

Microsoft Dynamics 365 Business Central: Copilot and Power BI

Sikich

Cut Costs and Save Hours: Supercharge Testing and Security with Executive Automats for Discovery

Executive Automats

The State of D365 Test Automation in 2025: A Deep Dive into Best Practices—and Where We’re Headed

Executive Automats

Optimizing D365 Performance. How Executive Automats Handles the Pressure?

Executive Automats

AI-Driven Test Automation in D365 FSCM: From User Behavior to Bulletproof Test Case Generation

Executive Automats

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

Executive Automats

Detect fraud, optimize processes, and accelerate automation

AI 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

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

Executive Automats

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

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

Executive Automats

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

(Infographic) BILL vs Mekorma: AP Solution Comparison

Mekorma

AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Process Mgmt Chemicals

More Workflow Management White Papers

Diversified Holding Company, Koniag Inc., Utilizes New AP Automation Solution to Improve Accuracy and Greatly Reduce Employee Frustration Levels

Metafile

Koniag saves considerable time by producing accurate financial statements from the start

AP Automation Document Automation Document Management Dynamics SL Invoice Processing Property Management Real Estate Workflow Management

CMW Reduces Costs While Increasing Efficiency and Accuracy with 100% Paperless AP/AR Solution

Metafile

Accuracy for customers and suppliers by introducing standard operating procedures and automating the P2P process

AP Automation BI and Reporting Construction Dynamics GP Procurement Workflow Management

More Workflow Management Case Studies

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...

AI 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