Workflow Management news & resources

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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Distribution Distribution Dynamics 365 Dynamics CRM Email Management 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Automation Marketing Resource Mgmt (MRM)
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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

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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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