Workflow Management news & resources

360 Vertical Solutions merges with SAGlobal, growing the Microsoft partner's services industry reach

by Jason Gumpert
Deal increases SAGlobal's presence to 18 countries and adds CRM reach into legal, AEC industries.
Architecture Azure BI and Reporting Construction Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations HR Management Labor Management

From the Microsoft Dynamics GP Blogs: Missing attachments; Power BI; SQL script; Payroll deductions

by MSDW Reporter
A selection of the latest insight from the Dynamics GP blogs
Dynamics GP Payroll Processing Power BI Power BI Power Platform Workflow Management

How to automate new vendor setup in Dynamics GP while maintaining internal controls

by Steve Allen
Accounting automation can be achieved with GP without interfering with internal controls.
Accounting Business Process Mgmt Business Rules Mgmt Data Management Document Automation Dynamics GP Financial Management Invoice Processing Workflow Management

From the Microsoft Dynamics 365/CRM Blogs: Business rule steps; Relevance Search; Voice of the customer; Custom activity feeds

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs.
Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate Sales Sales & Marketing

From the Microsoft Dynamics GP Blogs: SQL Mistake; Date format issue; Project accounting PTE; Year end close

by MSDW Reporter
A selection of the latest insight from the Dynamics GP blogs
Dynamics GP GP 2013 R2 GP 2018 Sales Order Processing Workflow Management

Private Equity Firm Thoma Bravo takes majority stake in process automation vendor Nintex

by MSDW Reporter
As new lead investor in Nintex, Thoma Bravo says it will focus on continued growth and market leadership.
Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Workflow Management

40 ways Microsoft Dynamics AX 2012 users can keep improving their SCM processes

by Scott Hamilton
Master scheduling and supply chain management remain areas where companies can continue to improve, even with an older AX 2012 system.
AX 2012 AX 2012 R2 Bill Of Material Mgmt Business Process Mgmt Business Rules Mgmt Dynamics AX Inventory Management Logistics Manufacturing Manufacturing Master Data Mgmt Material Rqmts Planning

From the Microsoft Dynamics GP Blogs: Inactive payroll records; Document attach; Workflow types; SmartList Favorites

by MSDW Reporter
A selection of the latest insight from the Microsoft Dynamics GP blogs
Accounting Dynamics GP Payroll Processing Workflow Management

From the Microsoft Dynamics GP Blogs: Test environment; Cash flow calendar; SharePoint Workflow; GP 2018 web client

by MSDW Reporter
A selection of the latest insight from the Microsoft Dynamics GP blogs
Accounting Dynamics GP Power Automate Virtualization Workflow Management

Microsoft announces Dynamics 365 Finance and Operations, Business edition November update

by MSDW Reporter
Microsoft has made new capabilities available, including the Accountant Hub in public preview.
Accounting Budgeting Business Central Dynamics 365 Dynamics NAV Flow NAV 2018 Payment Processing Power Automate Power Platform 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
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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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