Workflow Management news & resources

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

BluePrint Healthcare IT's xRM solution wins Microsoft 2015 Health Innovation Award for Personalized Care

by Linda Rosencrance
BluePrint Healthcare IT uses Dynamics CRM and custom mobile apps to improve patient-caregiver communication and coordination
BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Health & Wellness Healthcare Workflow Management xRM

Microsoft Dynamics Partner Roundup; New AX document management, CRM sales tools; AX public sector win; BI partnership

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
AP Automation BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics AX

Microsoft Dynamics GP 2015: Is this the time to upgrade?

by Curt Finch
Depending on your organization's satisfaction with its current solution, waiting for another release cycle may be sensible ... or not
Business Performance Mgmt Business Portal Business Process Mgmt Dynamics GP GP 2015 GP 2015 R2 Workflow Management

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

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?

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Copilot Assistant in Dynamics 365 Business Central

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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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