Workflow Management news & resources

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The pull of process automation: How will Microsoft partners help customers get more from business apps?

by Jason Gumpert

With Inspire 2019 underway, Ryan Duguid, chief evangelist at Nintex discusses trends in the Microsoft channel.

Business Central Business Process Mgmt Customer Engagement Dynamics 365 Finance and Operations Inspire 2019 Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
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Sales methodology: The yin to the CRM's yang

by Claire Gibson

In B2B software sales, a strong methodology is required and a well-run CRM solution enables the team reach its goals.

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing Workflow Management

Summit North America Preview: Combining the capabilities of PowerApps, Flow, and Power BI

by Linda Rosencrance

Lori Valone of Teradata discusses her journey with the Power Platform and hopes for its future.

BI and Reporting Business Process Mgmt Dataverse (CDS) Document Automation Power Apps Power Automate Power BI Power Platform Power Platform UG Summit 2019 UG Summit 2019 Workflow Management
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MSDW Podcast: News Roundup featuring Business Central growth; ISV co-sell; New vertical solutions; Partner strategy

by MSDW Reporter
Accounting Business Central Customer Engagement Directions NA 2019 Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Management Financial Services Flow MSDW Podcast
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Microsoft Dynamics Profile: A D365 Business Central MVP's guidance to NAV partners and customers

by Eamon McCarthy Earls

With D365 Business Central, NAV developers are facing a transition like they have never been through, says the veteran NAV consultant and developer Arjen-Jan Kauffman.

Business Central Data Integration Dynamics 365 Dynamics NAV Flow Power Automate Power Platform Software Workflow Management
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Update closely connected data in Microsoft Dynamics 365 Customer Engagement using Flow and native workflow

by Vaishali Vyas

Flow can be used with native workflow as a helpful way to coordinate the updating of parent and child records in Dynamics 365 for Customer Engagement.

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Flow Power Apps Power Automate Power Platform PowerApps Workflow Management xRM

Latest Azure News: Power BI Embedded; Machine Learning for DevOps; Azure Stream Analytics; Service Fabric; Grafana; Bitnami

by MSDW Reporter

The latest insights from the world of Microsoft Azure

Azure Azure Machine Learning Data Integration Machine Learning (ML) Microsoft Power BI Power BI Power BI Power Platform Workflow Management
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Flows from the field: Renaming steps; PSA to-dos; Guard conditions; Converting leads; Vacation requests

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond.

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow Marketing Power Automate Power Platform Project Management
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A developer's opinion: Microsoft Flow for Dynamics 365 Customer Engagement

by Magnus Gether Sørensen

Microsoft Flow is a powerful tool, but companies will need to be careful as they replace older Workflow options

Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics CRM Flow Power Automate Power Platform Workflow Management
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Sending an email from the admin on behalf of a sender in Dynamics 365 Business Central using Microsoft Flow

by Olister Rumao

Flow and Dynamics 365 Business Central can be used to send emails from a general department email

Business Central Dynamics 365 Dynamics NAV Email Management Flow Power Automate Power Platform Workflow Management

LATEST VENDOR RESOURCES

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

Microsoft Dynamics 365 Business Central: Copilot and Power BI

Sikich
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