Workflow Management news & resources

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

The pain points of paper: Leeco Steel thinks beyond document imaging to paperless automation

by Dann Anthony Maurno
Document imaging is table stakes; digitizing and automating paper documentation are the prizes, says Metafile
AP Automation Accounting Automated Data Collection Contract Management Document Imaging Document Management Dynamics GP Invoice Processing Metals Workflow Management

New Azure Services for UK

by Dann Anthony Maurno
Logic Apps, Azure Stream Analytics among several services to reach UK (rather slowly)
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate Security Workflow Management

Microsoft Dynamics Webcasts, June 26-30, 2017: Enhance Dynamics 365/CRM with Microsoft Flow, PowerApps

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Business Process Mgmt Business Rules Mgmt Common Data Service Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Dynamics CRM Flow Power Apps Power Automate Power Platform

Microsoft plans Dynamics 365 CRM architecture cleanup, separating the platform from apps

by Jason Gumpert
Broad range of updates reviewed on day 3 of “executive briefing” including Common Data Service, Customer Insights, security, user interface, and more.
BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

Microsoft shows off Dynamics 365/CRM interface refresh, mobile updates, and a slew of app enhancements

by Jason Gumpert
Partners were treated to a non-NDA tour of the next CRM release, expected in July.
BI and Reporting Bots Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service

Glympse launches location status integration for Microsoft Dynamics 365 Field Service customer experiences

by Jason Gumpert
Live map technician view and appointment ETA data tie into Dynamics with workflow-driven tools, location sharing for customers.
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Field Service Field Service Food & Beverage Mobile Applications

LATEST VENDOR RESOURCES

Copilot Autofill in Dynamics 365 Business Central

WebSan Solutions

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
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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

Executive Automats
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

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
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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

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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Data Maturity Assessment

A Data Maturity Assessment is a diagnostic exercise, based on a series of workshops and interviews, that measures the value...
Architecture Azure BI and Reporting Business Performance Mgmt Construction Data Archiving Data Integration Data Management Data Migration Data Warehousing Databases Dynamics 365

Order Management Agent: With HSO, Order Process Automation Starts Here

Supply chain-focused. Microsoft-powered. HSO-delivered. Our Order Management Agent is an AI-powered solution that automates...
AI Agents Architecture Azure Construction Dynamics 365 Engineering Financial Services Government Legal Manufacturing Not For Profit Order Management

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)
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