Workflow Management news & resources

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations HR 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM 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

LATEST VENDOR RESOURCES

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

The End of Manual Regression Testing? Introducing Autonomous Testing for Dynamics 365

Simple Test Automation for D365 – No Coding Required

More Workflow Management Videos

The Smart Buyer’s Guide to Microsoft 365 & Copilot

JourneyTeam

Smarter Work with Microsoft 365 & Copilot: What You Should Know

AI Agents AI and Machine Learning Azure Copilot Copilot Studio Power Platform Robotic Process Automation (RPA) Unified Communication Workflow Management

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

XPLUS

Detect fraud, optimize processes, and accelerate automation

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 Power BI

Test, Optimize, Succeed: Ensuring Peak Performance in Dynamics 365 F&SCM

XPLUS

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

5 Common Test Automation Traps in Dynamics 365 and How to Get Around Them - The Ultimate Checklist

XPLUS

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

More Workflow Management White Papers

Streamlined Testing & Workflow Optimisation in Microsoft Dynamics 365

XPLUS

Automated Testing Business Process Mgmt Dynamics 365 Finance and Operations Licensing Risk Management Sales and Operations Planning Workflow Management

The $1M Decision: Millborn Stays with SalesPad and Dynamics GP

Cavallo

High costs to recreate specific functionality in Business Central.

Distribution Dynamics GP Workflow Management

AI-Powered PO Automation Streamlines Dealer Transactions for Global Manufacturing Leader

Avantiico

Discover how a global manufacturing leader used AI-powered automation in Microsoft Power Platform and Dynamics 365 F&SCM to streamline dealer transactions and eliminate manual PO e

AI and Machine Learning Azure Data Integration Dynamics 365 Manufacturing Order Management Power Automate Power Platform Sales Order Processing 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...

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