Workflow Management news & resources

NGO invests in Microsoft Dynamics AX 2012 R2 upgrade to broaden utilization, escape legacy customizations

by Bridget McCrea
An international research organization has eliminated AX customizations by upgrading to AX 2012 R2, and plans to take it further with workflow, international rollout
AX 2012 R2 Accounting Agriculture BI and Reporting Budgeting Dynamics AX Not For Profit Research Upgrades Workflow Management

How wholesale distributors can stay competitive with Microsoft Dynamics CRM marketing tools and techniques

by Linda Rosencrance
Distributors can benefit from a range of tools related to Dynamics CRM to reach the right customers and help sales teams take action
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Distribution Distribution Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation

With paper-based AP in decline, improved finance efficiency begins with capturing key metrics

by Linda Rosencrance
Metrics, benchmarking of the purchase-to-pay cycle are key elements of quest for perfect payment index, analyst says
AP Automation Accounting Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Invoice Processing

Microsoft Dynamics GP team introduces GP 2013 R2

by Jason Gumpert
Highlights Office 365 integration, workflow, requisition, Azure backups
Dynamics GP GP 2013 R2 Power Automate Procurement Purchasing Security Workflow Management

Dispelling Microsoft Dynamics AX Workflow Myths

by Bridget McCrea
For financial automation needs, Microsoft MVP Murray Fife urges users to spend a bit of time with AX workflows
AP Automation AX 2012 AX 2012 R2 Accounting Business Process Mgmt Collections Management Data Management Document Management Dynamics AX Financial Management Invoice Processing Payment Processing

From the Microsoft Dynamics NAV Blogs: Purchase and cost discrepancies; Document attachment links; Dimension issues in NAV 2013 upgrades

by Linda Rosencrance
A selection of recent topics from Dynamics NAV blogs
Accounting Business Central Business Process Mgmt Document Management Dynamics 365 Dynamics NAV NAV 2013 NAV 2013 R2 Workflow Management

Choosing a focal point: How to approach Microsoft Dynamics CRM's Spring 2014 release wave

by Jason Gumpert
Details of this release wave cement Microsoft’s commitment to a broader product strategy
CRM 2013 CRM Online Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Marketing Automation Marketing Resource Mgmt (MRM)
carving-woodcraft-logo-260.jpg

Seeking unified operations, Woodcraft Supply retools with new Microsoft Dynamics AX solution

by Bridget McCrea
Divergent business processes and legacy systems were hindering operations and impacting customer service experience
Accounting BI and Reporting Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Financial Management Inventory Management Procurement

From the Microsoft Dynamics AX blogs: Workflow for spot reviews; Error message handling; AX 2012 table changes; Modelstore modifications

by Linda Rosencrance
A selection of the latest insight from the Dynamics AX blogs
AX 2012 Dynamics AX Upgrades Workflow Management ax 2009

4 ways to improve your odds of implementing ERP well the first time

by Bridget McCrea
Supply chain analyst shares her insights on how to make ERP a "once and done" proposition
Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Implementation Workflow Management

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The Future of Fabric: A Microsoft Partner Perspective

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Crumb by Crumb: A Practical Guide to Process Mapping

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Automate Accounts Receivable with Trace AR

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How Using An Advanced iPaaS Accelerates Digital Business Maturity

Celigo

Results of a study conducted with 413 global IT and finance decision-makers with insights into iPaaS at their organizations.

Azure Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL E-Commerce Microsoft Corporate

A Guide for Taking Ecommerce Automation to the Next Level

Celigo

Integration-driven automation is a key strategy to achieve ecommerce excellence and strengthen business growth

Azure Business Central Customer Engagement Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Marketing Tips for B2C eCommerce Businesses

Dynamics eShop

The eCommerce industry has taken off and continues to grow

Accounting Agriculture Architecture Automotive Construction Consumer Goods Distribution Dynamics 365 Dynamics Marketing Dynamics NAV Energy Fashion

The Benefits to Digital Payments in Accounts Payable Processing

Yooz
The unimaginable benefits of digital payments for the AP process
AP Automation Accounting Budgeting Business Central Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Workflow Management

5 Ways Automated Workflow with AP Automation and Microsoft Dynamics Benefits AP Departments

Metafile

Automated workflow has proved beneficial for nearly every industry and every department

AI and Machine Learning AP Automation Accounting Azure Business Central Construction Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics SL
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Management Consulting Streamline Reporting and Significantly Saves Time with Power BI

Collectiv
BI and Reporting Data Management Power BI Power Platform Professional Services 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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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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