Workflow Management news & resources

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
create_the_opportunity.png

Fast tracking the sales process in Microsoft Dynamics 365 Project Service Automation with Power Apps and Power Automate flows

by Kuldeep Gupta

Discover how to accelerate the opportunity to contract pathway in Dynamics 365 Project Service Automation

Business Process Mgmt Customer Engagement Dynamics 365 Power Apps Power Automate Power Platform Project Management Project Service Automation Sales & Marketing Sales Quoting Service Management Workflow Management

Microsoft Dynamics Partner Roundup: CRM IP deal; CPQ partnership; Process automation; New hire

by MSDW Reporter

The latest partner news in the Microsoft Dynamics ecosystem.

Accounting Azure Billing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations
mixed_reality_for_power_apps.png

Microsoft Power Platform Updates: UI Flows; Covid-19; Emergency Response; Mixed Reality

by MSDW Reporter

The latest Power Platform updates

BI and Reporting Business Process Mgmt Data Integration Data Management Dataverse (CDS) Power Apps Power Automate Power BI Power Platform Robotic Process Automation (RPA) Workflow Management
msft-fortressiq.png

FortressIQ brings process discovery to Microsoft Power Automate

by Jason Gumpert

Findings of FortressIQ's process discovery can be applied to Power Automate flows through UI flows and API integrations.

Business Performance Mgmt Business Process Mgmt Power Automate Power Platform Robotic Process Automation (RPA) Workflow 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
More Workflow Management Videos

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
More Workflow Management Solutions