Workflow Management news & resources

SBS Group’s AXIO Launches As Dynamics AX LCS Solution on Azure Marketplace

by Linda Rosencrance
The solution is optimized for rapid deployment to companies operating in a multi-entity, multi-currency, multi-taxation and/or multi-language environment
AX 2012 R3 Accounting Business Process Mgmt Dynamics AX Financial Management Power Automate Security Workflow Management lifecycle services

5 Ways Microsoft Dynamics CRM Online Users Prepare for Successful Deployments

by Linda Rosencrance
From business process to updates to email, new users must be ready to take on the unique range of capabilities and requirements of CRM Online
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online SaaS Sales Sales & Marketing

Microsoft Updates Dynamics NAV Roadmap Beyond NAV 2016, Demonstrates More Connected Future

by Jason Gumpert
Azure SQL compatibility, workflow, and document automation expected in NAV 2016, while more Office 365-native capabilities planned for the future
Business Central Business Performance Mgmt Business Process Mgmt Corfu Data Integration Document Automation Document Management Dynamics 365 Dynamics NAV EDI NAV 2016 Power Automate

Planning For CRM Success: Managing the Shift In Ownership From IT To The Business

by Dann Anthony Maurno
New to CRM, or want to learn new capabilities (like social CRM)? A Dynamics CRM MVP tells you how in a new webinar series
Business Performance Mgmt Business Process Mgmt Customer Relationship Mgmt Dynamics CRM Workflow Management

Make Way for Microsoft Dynamics NAV 2016

by Dann Anthony Maurno
NAV 2016 to deliver new architectural benefits of Microsoft cloud, functional improvements around document management, workflow, E-services
Business Central Business Process Mgmt Corfu Document Automation Document Management Dynamics 365 Dynamics NAV EDI NAV 2016 Power Automate Workflow Management

A Beginner's Guide to Microsoft Dynamics GP 2015 R2

by Curt Finch
What the new features mean for existing GP customers considering an upgrade
Business Performance Mgmt Business Process Mgmt Document Management Dynamics GP GP 2015 R2 Upgrades Workflow Management

Microsoft Dynamics GP Workflow 2.0: How to Create a Simple Batch Approval Workflow

by Ian Grieve
Exploring the fundamentals of workflow creation in GP Workflow 2.0, using the GL batch approval process as an example.
Accounting Business Performance Mgmt Business Process Mgmt Dynamics GP GP 2015 GP 2015 R2 Workflow Management

NAV or AX: Which Microsoft Dynamics ERP product is the best strategic fit for your international organization?

by Henning Lund
Why feature comparisons alone can’t be trusted to identify the best fit for a company’s business strategy and processes
Business Central Business Performance Mgmt Business Process Mgmt Dynamics 365 Dynamics AX Dynamics NAV Workflow Management

Microsoft Dynamics GP 2015 R2 Now Available

by Jason Gumpert
Microsoft quietly releases the new version for customers and partners, adding all-in-one viewer, Time Management app, AP workflow, and more
AP Automation Document Management Dynamics GP GP 2015 R2 Mobile Applications Service Based Architecture (SBA) Time & Attendance Workflow Management

To build smarter sales processes in Microsoft Dynamics CRM 2015, use new tools together

by Linda Rosencrance
In a new webcast and blog post, CRM MVP Jukka Niiranen explains how CRM 2015 capabilities can be used in combination to build richer capabilities without writing code
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Workflow Management

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Copilot Autofill in Dynamics 365 Business Central

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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
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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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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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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