Workflow Management news & resources

From the Microsoft Dynamics GP Blogs: Error 0; Ribbon buttons bug; Missing email links; Sales by item by site

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics GP blogs.
AP Automation Accounting Dynamics GP Invoice Processing Manufacturing Workflow Management

Microsoft PowerApps, Flow add connectors, SharePoint usability, outreach to deskless workforce

by Linda Rosencrance
Since their release, the tools have seend 'soaring adoption' by SharePoint users, says product manager.
BI and Reporting Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Data Integration Dynamics 365 Flow Power Apps Power Automate Power Platform PowerApps Workflow Management

Microsoft to customers: Cloud continues to transform Dynamics 365

by Jason Gumpert
Dynamics 365 advances are being architected, developed, deployed, and measured in ways that reflect a new world of enterprise solutions, says Dynamics CTO Mike Ehrenberg
Azure BI and Reporting Business Central CDS Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Data Management Data Migration Data Warehousing Dataverse (CDS)

As Microsoft Dynamics 365 CRM apps mature, can we still talk customization?

by Sarah Critchley
An expanding functional footprint for the core product is great, but there is still room for well-planned configuration and customization.
Business Process Mgmt Configuration & Development Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

From the Microsoft Dynamics GP Blogs: Multicurrency vouchers; Workflow 2.0 error; Sales amounts, quantities; Fixing reports

by Jason Gumpert
A selection of the latest insight from the Microsoft Dynamics GP blogs
Dynamics GP Invoice Processing Multicurrency Sales Order Processing Workflow Management

Microsoft Dynamics Partner Roundup: Warehousing for Dynamics 365; High-tech sales ops; D365/QuickBooks integration; Worldwide consumer attributes

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Accounting BI and Reporting Business Central Customer Relationship Mgmt Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Fabless Semiconductor Finance and Operations

Microsoft Flow can extend Dynamics 365 further than you've ever imagined

by Jerry Weinstock
Flow’s ability to connect Microsoft Dynamics 365 customer experience apps to other cloud based applications is extensive and growing
Business Process Mgmt Business Rules Mgmt Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM Flow Power Automate Power Platform Workflow Management

Firming planned orders by adding lines to an existing order in Microsoft Dynamics AX

by Evert Bos
Where last minute changes and flexibility among suppliers are typical, you can firm planned orders against existing orders in Dynamics AX
Business Process Mgmt Dynamics AX Order Management Purchasing Supplier Networks Workflow Management

From the Microsoft Dynamics GP Blogs: Missing icons; Fixed-asset depreciation stuck; Why system password?; W-2 self service

by Linda Rosencrance
A selection of the latest insight from the Dynamics GP blogs
Accounting Budgeting Dynamics GP GP 2016 HR Management Labor Management Payroll Processing Portals Tax Management Workflow Management Workforce Management

From the Microsoft Dynamics NAV Blogs: 2017 Upgrade; Functionality improvements; Notifications how-to; NAV developer help

by Linda Rosencrance
A selection of the latest insight from the Dynamics NAV blogs
Business Central Configuration & Development Dynamics 365 Dynamics NAV Manufacturing 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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