Workflow Management news & resources

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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

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

LATEST VENDOR RESOURCES

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

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic

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

XPLUS

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

XPLUS

Simple Test Automation for D365 – No Coding Required

XPLUS
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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

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
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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...
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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