Workflow Management news & resources

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

Top Microsoft Dynamics GP News of 2015

by Jason Gumpert
The GP news and insight that mattered to MSDW readers in 2015
Dynamics GP GP 2015 R2 GP 2016 Web Client Workflow Management

From the Microsoft Dynamics GP Blogs: Year End; Small fonts; Workflow issue; Dimension code lookup issue

by Linda Rosencrance
A selection of new insights from the Dynamics GP blogs
Dynamics GP Purchasing Workflow Management

Core Updates and New Technology That Define Microsoft Dynamics CRM 2016

by Jason Gumpert
With the release of Dynamics CRM 2016, Microsoft embarks on a new approach to embedding Azure services and Office 365 capabilities into in a range of areas.
Adxstudio Business Process Mgmt CRM 2016 Content Management Convergence 2015 EMEA Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management

Why The Manufacturing Industry Needs BI Badly: A Christmas Story

by Sian Davies
With all the noise in the supply chain, how can suppliers begin to hone in on the key variables that must be controlled in order to ensure they can get the goods out in time? 
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Data Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV KPIs Manufacturing Manufacturing

5 Things Partners Learned About Microsoft Dynamics NAV 2016 at Directions EMEA

by Martyn Kemp
From platform advances to functional improvements, NAV partners discovered a range of ways in which Dynamics NAV is advancing.
AP Automation Business Central Business Process Mgmt Data Integration Dynamics 365 Dynamics NAV Mobile Applications NAV 2016 Power Automate Workflow Management

Microsoft Dynamics NAV 2016: Experts Begin Digging Into the Details

by Jason Gumpert
From workflow to mobility to coding, NAV professionals have been jumping at the chance to write about detailed elements of the new release. 
Business Central Dynamics 365 Dynamics NAV NAV 2016 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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