Workflow Management news & resources

Microsoft Dynamics CRM 2013: More favorite features from the field

by Linda Rosencrance
As the release of CRM 2013 nears, experts continue to open up on the features they are excited about
CRM 2013 Dynamics CRM Workflow Management xRM

10 features to look forward to in Microsoft Dynamics NAV 2013 R2

by Elliot Fishman
Microsoft unveiled NAV 2013 R2 at Directions EMEA, with a mix of features, architectural updates
Banking Business Central Document Management Dynamics 365 Dynamics NAV KPIs NAV 2013 R2 Payment Processing Payroll Processing Power Automate SaaS Workflow Management

Microsoft previews Dynamics GP 2013 SP3 'Big Rocks' at Airlift

by Jason Gumpert
The four big rocks coming in GP 2013 SP3 - requisitions, procurement, workflow, and security - are enabled by more agile development methods, team explains
Business Portal Dynamics GP GP 2013 SP3 GP Airlift 2013 Procurement Purchasing Security User Management Web Client Workflow Management

Why do ECM and BPM implementations fail? 3 places to focus

by Gene McDonough
When adding ECM and workflow to Dynamics ERP, implementation challenges run the risk of killing a project before the technology even shows up
AP Automation Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Project Management

5 ways Microsoft Dynamics users should evaluate their Enterprise Content Management (ECM) needs

by Bridget McCrea
Key considerations that should go into every ECM investment decision
Business Central Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Mobile Applications Workflow Management

Microsoft updates purchase inquiry options in Dynamics AX 2012 R2

by Bridget McCrea
Procurement departments using Dynamics AX get a new addition for managing their RFPs
AX 2012 R2 Document Management Dynamics AX Purchasing Supply Chain Management Workflow Management
6131.DynamicsAX2012approvals_63B8F7BB-240.jpg

Microsoft previews Windows 8 Apps for Dynamics AX 2012 R2, calls for developer involvement

by Linda Rosencrance
Expense, Timesheet, and Approval apps to serve as a model for third party apps, AX team hopes
AX 2012 R2 Dynamics AX Expense Management Time & Attendance Windows 8 Workflow Management

New bulk workflow execution tool for Microsoft Dynamics CRM 2011 overcomes common data management hurdle

by Linda Rosencrance
Processing tens of thousands of CRM records in minutes rather than hours or days
CRM 2011 CRM Online Customer Relationship Mgmt Data Management Dynamics CRM Workflow Management

Speed reigns as Microsoft blitzes Dynamics CRM pros on CRM 2013 details

by Jason Gumpert
With 12 weeks before the presumed release of CRM 2013, Microsoft begins opening up on release plans, product enhancements, licensing, and more
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Resource Mgmt (MRM) Mobile Applications Orion Polaris

Five Supply Chain Trends that Microsoft Dynamics ERP users can embrace

by Bridget McCrea
Supply chain expert outlines five key trends to watch this year
Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Manufacturing Supply Chain Execution Supply Chain Management Workflow Management

LATEST VENDOR RESOURCES

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

Executive Automats
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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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