Workflow Management news & resources

Microsoft Dynamics Partner Roundup: eCommerce integration; GP win; ISV’s UK expansion; AX payment gateway

by Linda Rosencrance
A selection of new announcements from around the Dynamics partner channel
Business Process Mgmt Commerce Credit Card Processing Customer Relationship Mgmt Dynamics AX Dynamics CRM Dynamics GP E-Commerce Financial Management Retail Workflow Management xRM

Microsoft Dynamics GP Roadmap: GP 2015 R2 due by June, R3 in 2016

by Jason Gumpert
GP 2015 R2 to introduce all-in-one doc viewer; A new HTML 5 web client is coming in 2016
AP Automation Accounting BI and Reporting Convergence 2015 Document Automation Document Management Dynamics GP GP 2015 GP 2015 R2 GP 2015 R3 Power Automate Time & Attendance

Michigan DOC manages complex offender 'timecomp' rules with Microsoft Dynamics CRM-based XRM solution

by Linda Rosencrance
How Dynamics CRM and InRule Technology replaced an aging mainframe system and alleviated risk of human error in sentence time calculations
Dynamics CRM Government Workflow Management xRM

Microsoft Dynamics NAV: On the road to 'Corfu' at Convergence 2015

by Mark Anderson
Dynamics’ small and mid-sized business ERP continues to advance Microsoft’s push toward the mobile-first, cloud-first world
Business Central Convergence 2015 Corfu Dynamics 365 Dynamics NAV NAV 2015 Power Automate Workflow Management

February release of Microsoft Dynamics Lifecycle Services adds environment management, new roles

by Linda Rosencrance
Document sharing and project management features are being removed and replaced by March 23, the team announced
Business Performance Mgmt Business Process Mgmt Cloud Document Management Dynamics AX Power Automate Project Management SaaS Workflow Management lifecycle services

With Microsoft Dynamics GP 2015, ignore the old thinking on new releases

by Mark Polino
How GP 2015 challenges the conventional wisdom that companies should hang back on ERP by at least one version or service pack
Business Portal Business Process Mgmt Data Integration Dynamics GP GP 2013 R2 GP 2015 Service Based Architecture (SBA) Web Client Workflow Management

Medius sells Dynamics AX consulting business to focus on cloud AP and invoice automation

by Linda Rosencrance
AX consulting group joins Danish IT group EG
AP Automation Business Process Mgmt Document Automation Document Management Dynamics AX Invoice Processing Workflow Management

What the end of Business Portal means for Microsoft Dynamics GP in 2015

by Curt Finch
With Dynamics GP 2015 Microsoft brings the most important and popular features of BP forward, while shedding some of its basic problems
Business Portal Dynamics GP GP 2015 HR Management Portals Time & Attendance Workflow Management

Microsoft Dynamics GP 2015 released, adding 120+ new features

by Jason Gumpert
Dynamics GP 2015 now available to partners via PartnerSource
Business Analyzer Business Performance Mgmt Dynamics GP GP 2015 Service Based Architecture (SBA) User Management Workflow Management

From the Microsoft Dynamics CRM Blogs: Avoiding form reload; Routing rules; Calculated fields; Casting error

by Linda Rosencrance
A look at the latest insight from the Microsoft Dynamics CRM blogs
Business Process Mgmt CRM 2013 Dynamics CRM Workflow Management xRM

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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

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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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