Workflow Management news & resources

Workflows in Microsoft Dynamics 365/CRM: Nationwide non-profit masters complex environment, minimizes coding

by Dann Anthony Maurno
Workflow standardization, configuration, and sharing best practices simplify complex processes at Big Brothers Big Sisters Canada
Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Not For Profit Workflow Management

Microsoft Dynamics Profile: A timely MVP award as CRM pro builds his own business

by Linda Rosencrance
Aiden Kaskela only engaged in the CRM community after years in the space, and now feels deeply engaged.
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MVP Workflow Management crmug

Microsoft Dynamics Webcasts, October 23-27, 2017: D365 doc management; AWS for ISVs; Sales Navigator lead gen; Migrating AX, NAV, GP, SL to cloud

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

From the Microsoft Dynamics GP Blogs: eConnect error; Manufacturing order receipts; User delegation; Hard drive failures

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics GP blogs
Dynamics GP Material Rqmts Planning User Management Workflow Management

Microsoft and Adobe make new commitment to broadly integrate e-signatures, collaboration, productivity tools

by Jason Gumpert
Adobe Sign to become Microsoft’s preferred e-signature solution across business apps, while Teams to gain favor in Adobe suite.
Adobe Marketing Cloud Collaborative Workspaces Customer Engagement Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Power Automate Workflow Management

Picking a time and expense solution for Microsoft Dynamics ERP: Can users and administrators agree on priorities?

by Amanda Canupp
Simple and powerful? Easy to support and scalable? Why user and IT needs are really two sides of the same coin.
Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Expense Management Finance and Operations SaaS Time & Attendance Workflow Management

From the Microsoft Dynamics GP Blogs: Security privileges; Workflow emails; Power BI & GP; Navigation lists

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics GP blogs
Dynamics GP Email Management Microsoft Power BI Power BI Power BI Power Platform Security Workflow Management

Dynamics Profile: A Microsoft MVP and AX/365 expert champions financial precision, community engagement

by Linda Rosencrance
Ludwig Reinhard on how a careful setup spares recurring agony; also on knowledge sharing (and hoarding) in the Dynamics AX community.
Accounting Dynamics 365 Dynamics AX Finance and Operations Financial Management Workflow Management

From the Microsoft Dynamics GP Blogs: PTE workflows & templates; Create a budget; Mitigation options

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics GP blogs
Budgeting Dynamics GP Expense Management Project Management Regulatory Compliance Security Time & Attendance Workflow Management

Machine learning for Dynamics, Part 1: Microsoft's ML packages in SQL and R Server

by Mark Anderson
Azure Machine Learning gets the press; but Microsoft Machine Learning (MicrosoftML) enables elegant and creative solutions to challenges like inaccurate billing and customer ...
Artificial Intelligence (AI) Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Expense Management Finance and Operations HR Management Legal

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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