Workflow Management news & resources

Flows from the field: Trigger messages; HTTP requests; Citrix apps; Change tracking

by Eamon McCarthy Earls

Recent Power Automate flows from intrepid Dynamics 365 professionals - and beyond

Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
pva-authoring-teams.png

In service of Microsoft 365 and Teams, Microsoft to rebrand Common Data Service as Dataflex

by Jason Gumpert

Dataflex will be the Teams interface to the Power Platform's data management engine; Dataflex Pro is new name of the full service

Business Process Mgmt Data Integration Dataverse (CDS) Inspire 2020 Microsoft Teams Power Apps Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
electric-substation.jpg

Harnessing the Power of Power Platform: Where to start

by Venkat Rao

Creative solutions to tough problems are within reach for organizations that invest in the Microsoft’s Power Platform.

Business Process Mgmt Dataverse (CDS) Field Service Mobile Applications Power Apps Power Automate Power BI Power Platform Service Management Utilities Workflow Management
pa3-750.jpg

Payment process automation in Microsoft Dynamics 365 Finance

by Vamsi Pranith Donepudi

Discover the ins and outs of payment processing with Dynamics 365 Finance

AP Automation Accounting Business Process Mgmt Document Automation Document Management Dynamics 365 Finance and Operations Financial Management Invoice Processing Workflow Management
msft-ed-accelerator.jpg

Microsoft expands Dynamics 365 education accelerator, adding K-12 scenarios

by MSDW Reporter

Formerly the 'higher education accelerator', it now includes features to manage attendance, fundraising, and more

BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Education KPIs Portals Power Apps Power Automate Power BI

MSDW Podcast: How to face a crisis with the financial tools of Dynamics 365 Business Central

AP Automation Accounting Business Central Business Process Mgmt Dynamics 365 Dynamics NAV Financial Management Invoice Processing Workflow Management
winautomation.png

Microsoft acquires Softomotive, bolstering Windows desktop automation in Power Automate

by MSDW Reporter

Windows-based application automation software WinAutomation will become part of Power Automate's RPA offering.

Business Process Mgmt Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
flow-d365fo-business-event.png

Flows from the field: CDS; Auditing and Activity Logs; Management connector; Admin connector; Analytics

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond

Azure Business Process Mgmt Dataverse (CDS) Dynamics 365 Finance and Operations Power Automate Power Platform Workflow Management
fortressiq-logo.png

M12 leads Series B for process discovery vendor FortressIQ

by MSDW Reporter

$30 million  funding 

Business Process Mgmt Microsoft Corporate Power Automate Power Platform Workflow Management

Power BI Insights: REST API with Power Automate; Changing column types; SQL scalar value functions; Progressive disclosure

by MSDW Reporter

The latest Power BI insights

BI and Reporting Business Process Mgmt Data Management Power Automate Power BI Power Platform Workflow Management

LATEST VENDOR RESOURCES

Copilot Autofill in Dynamics 365 Business Central

WebSan Solutions

Houston, We Have a Solution / SalesPad for BC

Cavallo

Cavallo Customer Success with IDville

Cavallo

What's New in SalesPad?

Cavallo

Copilot Assistant in Dynamics 365 Business Central

WebSan Solutions
More Workflow Management Videos

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

Executive Automats
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

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
More Workflow Management White Papers

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

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

Data Maturity Assessment

A Data Maturity Assessment is a diagnostic exercise, based on a series of workshops and interviews, that measures the value...
Architecture Azure BI and Reporting Business Performance Mgmt Construction Data Archiving Data Integration Data Management Data Migration Data Warehousing Databases Dynamics 365

Order Management Agent: With HSO, Order Process Automation Starts Here

Supply chain-focused. Microsoft-powered. HSO-delivered. Our Order Management Agent is an AI-powered solution that automates...
AI Agents Architecture Azure Construction Dynamics 365 Engineering Financial Services Government Legal Manufacturing Not For Profit Order Management

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)
More Workflow Management Solutions