Workflow Management news & resources

Workflow-as-a-Service: The Opportunity to Empower End-Users While Partners Build IP

by Dann Anthony Maurno
Nintex VP of Product describes how access to workflows can drive digital transformations and build Microsoft partner portfolios
Accounting Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Workflow Management

The MSDW Podcast, May 1 2016: GP 2016, PowerApps, SLAs, AX Upgrades, Supply Chain Innovation

by Jason Gumpert
A recap of the last week of Microsoft Dynamics product & partner channel news.
AX 7 Azure Business Process Mgmt Cloud Data Integration Data Management Dynamics AX Dynamics GP GP 2016 MSDW Podcast Power Apps Power Platform

Microsoft Promotes PowerApps Public Preview, Introduces Flow for Ad Hoc Automation

by Jason Gumpert
Microsoft PowerApps and Microsoft Flow will work together in building new apps for mobile and web that connect data and processes from multilple disparate cloud systems, the ...
Business Process Mgmt Business Rules Mgmt Data Integration Dynamics CRM Flow Mobile Applications Power Apps Power Automate Power Platform PowerApps Workflow Management

Fundamentals of Defining a Material Item Using Microsoft Dynamics AX

by Scott Hamilton
Reviewing some of the fundamentals of defining a material item within AX, and how to support the differing viewpoints
AX 2012 R3 AX 7 Bill Of Material Mgmt Business Process Mgmt Customer Engagement Distribution Dynamics 365 Dynamics AX Manufacturing Marketing Purchasing Quality Control

From the Microsoft Dynamics GP Blogs: Power Tools Initialization Error; Workflow Delegations Removed; eConnect Requester Bug; Reverse Historical Years

by Linda Rosencrance
A selection of the latest insights from the Dynamics GP blogs.
Accounting Business Process Mgmt Dynamics GP Workflow Management

From the Microsoft Dynamics GP Blogs: Workflow Setup Window; Using Multiple Bins; T4s with Addresses; Workflow E-mail Error

by Linda Rosencrance
A selection of the latest insights from the Dynamics GP blogs
Distribution Dynamics GP Email Management Inventory Management Manufacturing Payroll Processing Workflow Management

The Evolution of Employee Self Service, From Microsoft Dynamics GP 2013 through GP 2015 R2

by Wendy Scheuring
With 250 new self-service features since Dynamics GP 2013, employees and employers are ensured easier control and greater accuracy.
Business Process Mgmt Dynamics GP Employee Self Service Expense Management HR Management Payroll Processing Workflow Management

Microsoft Dynamics Partner Roundup: E-Signatures CRM Dev Project; CRM VAR Acquired; Payments for GP; ERP VAR Deal

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Associations Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Education Fashion Government Marketing Payment Processing

Microsoft Previews Task Flows in Dynamics CRM 2016: Guided User Experiences for Mobile

by Dann Anthony Maurno
Now in preview, user-level task flows provide a guided experience without the forms, grids, or navigation.
Business Process Mgmt CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing

From the Microsoft Dynamics NAV Blogs: Workflow Template; Studio Not Displaying Layout; Assembly Naming, Versioning; Print Any Doc Extension

by Linda Rosencrance
A selection of the latest insights from the Dynamics NAV blogs
Business Central Dynamics 365 Dynamics NAV Manufacturing NAV 2016 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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