Workflow Management news & resources

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

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 Customer Insights - Journeys (Marketing) Distribution Dynamics 365 Dynamics AX Manufacturing 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

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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