Workflow Management news & resources

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A new Microsoft Power Platform primer promotes progress, potential, productive people

by Jason Gumpert

Ahead of earnings, Microsoft tidies up its Power Platform story with a new introductory look at the three key tools and various customer successes. 

Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Data Integration Dynamics 365 Flow Microsoft Power BI Power Apps Power Automate Power BI
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Microsoft Dynamics 365/CRM business process integration with webhooks

by Herve Roggero

Webhook callback mechanisms can help to ensure a simple point-to-point topology and speed time to market

Azure Functions Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Power Automate Workflow Management
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MSDW Podcast: A Tinkerer's Perspective on Microsoft Dynamics 365 for Finance and Operations

by Jason Gumpert

Microsoft Global Black Belt Murray Fife joins us to talk D365FO and all the best tech surrounding it.

Azure Bots Business Process Mgmt Data Integration Dynamics 365 Dynamics AX Finance and Operations Flow MSDW Podcast Power Automate Power Platform Workflow Management
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Flows from the field: Recurring jobs in Microsoft Dynamics 365; Swapping dialogs; Opportunity forms; Document generation; Rich text editing

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond.

Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Flow Marketing

From the Microsoft Dynamics 365 Business Central and NAV Blogs: APIs; Extensions V2; Schema changes; Cue tiles

by MSDW Reporter

A selection of the latest insight from the Dynamics 365-NAV blogs

Business Central Dynamics 365 Dynamics NAV Extensions Workflow Management

From the Microsoft Dynamics 365 and CRM Blogs: D365 and GDPR; Child entities: Page redirects; Encrypt data; Why use connections

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM Flow GDPR Portals Power Automate Power Platform Regulatory Compliance Security Workflow Management

Microsoft introduces use of Azure Active Directory Organization Accounts with Workflow for Dynamics GP 2018

by MSDW Reporter
Microsoft updates Dynamics GP with the option to use Azure Active Directory Accounts for roles in Workflow
Business Process Mgmt Business Rules Mgmt Dynamics GP GP 2018 Power Automate Security Web Client Workflow Management

Executive Q&A: How manufacturers can benefit from robotic process automation

by Jason Gumpert
Manufacturers awash in data can better leverage information to their benefit with robotic process automation
Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Executive Q&A Finance and Operations Manufacturing

Microsoft Dynamics Partner Roundup: D365 cloud integration; Credit union CRM win; Workflow for D365; Reseller network grows

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV Workflow Management

Summit EMEA News & Notes, Part 2: Microsoft Dynamics 365 for Customer Experience

by Jason Gumpert
Microsoft seems destined to blur product lines even further, based on presentations at Summit EMEA
BI and Reporting Bots Business Performance Mgmt Business Process Mgmt Business Rules Mgmt CDS CDS for Analytics CDS for Apps Customer Engagement Customer Relationship Mgmt Customer Service Customer Service

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
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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
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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
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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...
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
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