Workflow Management news & resources

In healthcare industry, opportunities abound to make Microsoft Dynamics CRM a key component of the future

by Bridget McCrea

With government regulation calling for better patient outcomes, solution providers are seeing explosion in awareness by healthcare execs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Regulatory Compliance Workflow Management xRM

Driven by regulation, cost, quality goals, Microsoft, partners to pilot new mobile health management solution featuring Dynamics CRM

by Jason Gumpert

Seeking a trusted approach to mobile patient care, solution will launch in partnership with TracFone with a trial involving 100 diabetes patients

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Health & Wellness HealthVault Healthcare Medical Devices Workflow Management xRM

Top 3 BI Adoption Hurdles and Tips for Jumping Over Them

by Brandon George

Examining factors that keep BI adpotion rates low, and ways to change your thinking

BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL KPIs

From the Microsoft Dynamics GP Blogs: Workflow 2.0 Intro; Modified GL Transaction Entry; Canadian Payroll Update; Doc Attach and your DB

by Linda Rosencrance

A selection of recent insight from Dynamics GP bloggers

Accounting Business Process Mgmt Document Automation Document Management Dynamics GP GP 2010 GP 2013 Payroll Processing Workflow Management

Sunrise bundles IP for Microsoft Dynamics AX with Lifecycle Services: Will more VARs follow?

by Jason Gumpert

SOPs, workflows, configurations for AX implementations have been packaged for use with LCS

AX 2012 R3 Business Process Mgmt Data Migration Dynamics AX Project Management Workflow Management lifecycle services

Microsoft to partners: Dynamics CRM pursuing aggressive customer growth, product improvement, integrated vision

by Jason Gumpert

Dynamics CRM pitches vision for connecting sales, marketing, and customer care, with social as the fabric

BI and Reporting CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM)

Microsoft Dynamics Partner Roundup: EDGE for AX; DiSupply for Microsoft channel; Schwab OpenView integration; Nintex for CRM

by Linda Rosencrance

A selection of recent announcements from the Dynamics partner channel

AX 2012 R3 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Financial Services Manufacturing Mobile Applications Retail POS

What’s New in Dynamics GP 2013 R2: Microsoft highlights workflow, requisition, BI in new webcast

by Linda Rosencrance

New GP release cadence puts focus on a few key features every six months

Accounting BI and Reporting Dynamics GP GP 2013 R2 HR Management Procurement Purchasing Workflow Management

Lifecycle Services coming to Microsoft Dynamics CRM, NAV

by Jason Gumpert

Microsoft is accelerating marketing investments for Dynamics ERP and CRM in the cloud, execs told partners

Business Central Commerce Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Manufacturing Power Automate Retail WPC 2014 Workflow Management lifecycle services

Microsoft Dynamics GP 2013 R2: Think Different

by Mark Polino

The latest GP release is a significant change, and both partners and users should pay attention

Accounting Document Management Dynamics GP GP 2013 R2 Workflow Management

LATEST VENDOR RESOURCES

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

The End of Manual Regression Testing? Introducing Autonomous Testing for Dynamics 365

Simple Test Automation for D365 – No Coding Required

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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

XPLUS

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 Power BI

Test, Optimize, Succeed: Ensuring Peak Performance in Dynamics 365 F&SCM

XPLUS

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

5 Common Test Automation Traps in Dynamics 365 and How to Get Around Them - The Ultimate Checklist

XPLUS

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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Streamlined Testing & Workflow Optimisation in Microsoft Dynamics 365

XPLUS

Automated Testing Business Process Mgmt Dynamics 365 Finance and Operations Licensing Risk Management Sales and Operations Planning Workflow Management

The $1M Decision: Millborn Stays with SalesPad and Dynamics GP

Cavallo

High costs to recreate specific functionality in Business Central.

Distribution Dynamics GP Workflow Management

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

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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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