Workflow Management news & resources

From the Microsoft Dynamics CRM Blogs: Enabling business process flows; Metadata caching; Mail merge button; SharePoint Online doc management

by Linda Rosencrance

A selection of the latest insight from the Dynamics CRM blogs

Business Process Mgmt CRM 2013 Document Management Dynamics CRM Workflow Management

Microsoft aims for Dynamics GP 2013 R2 in May, GP 2015 in December 2014

by Linda Rosencrance

At Convergence 2014, GP team talk new features, new interfaces, and the beginning of the end for Business Portal

Business Portal Convergence 2014 Dynamics GP GP 2013 R2 GP 2015 Procurement Web Client Workflow Management

4 Steps to Completing a World-Class Upgrade to Microsoft Dynamics AX 2012 R3

by David Gumpert

Key drivers for source-to-target upgrades

AX 2012 AX 2012 R3 Dynamics AX Planning & Scheduling Product Lifecycle Mgmt Project Management Unified Communication Upgrades User Management Workflow Management Workforce Management

With next wave of Dynamics CRM releases, Microsoft firms up social strategy

by Jason Gumpert

How Microsoft Social Listening and Parature will form the basis for Dynamics CRM's approach to social listening and engagement

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot NetBreeze Parature

Five ECM Trends for 2014

by Bridget McCrea

IDC analyst lays out the top trends in enterprise content management for the year ahead

Business Central Content Management Data Integration Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics GP 2013 R2 targeted 'before June' 2014 (UPDATED)

by Jason Gumpert

Formerly 'SP3', the R2 release delivers the upcoming 'big rocks' of requisition, worfklow, identity management, and a new procurement app

Dynamics GP GP 2013 R2 GPUG Procurement Purchasing Workflow Management

From the Microsoft Dynamics CRM Blogs: CRM 2013 business process flow and dialogs; Missing activities; Enabling Quick Create for Sub-grids

by Linda Rosencrance

A selection of the latest insight from the Dynamics CRM blogs

Business Process Mgmt CRM 2013 Dynamics CRM Workflow Management

From the Microsoft Dynamics CRM Blogs: CRM 2013 table merge errors; Workflow templates; Skype Connector; FetchXML vs QueryExpression

by Linda Rosencrance

A selection of the latest insight from the Dynamics CRM blogs

CRM 2013 Dynamics CRM Skype Unified Communication Upgrades Workflow Management

From the Microsoft Dynamics CRM blogs: Farewell ExtensionBase tables; Auto-copy address data; SSIS integration tip; Santa CRM

by Linda Rosencrance

A selection of the latest insight from the Dynamics CRM blogs

CRM 2013 Customer Relationship Mgmt Data Integration Dynamics CRM Workflow Management xRM

Five Tips for a Successful Accounts Payable Workflow Implementation

by Andrew Frederick

Avoid the curveballs that derail the implementation of an AP solution with a little foresight and a few common sense tips

AP Automation Business Central Business Process Mgmt Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL 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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