Workflow Management news & resources

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

Microsoft Launches Dynamics NAV 2016, Boosting Power BI, CRM, E-Services Integration

by Jason Gumpert
NAV had its best year ever, managers told Directions EMEA conference attendees
Accounting Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Relationship Mgmt Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV

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

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Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

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Copilot Autofill in Dynamics 365 Business Central

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Cavallo Customer Success with IDville

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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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