Workflow Management news & resources

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Microsoft Dynamics AX to deliver Windows 8 apps in 2013; Major release 'Rainier' due in 2014

by Jason Gumpert
Demo versions of new Windows 8 apps are a precursor to larger device-focused strategy for AX, company says
AX 2012 R3 Automotive Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Expense Management Financial Services Government Manufacturing Project Service Automation Rainier

Microsoft Dynamics Partner Roundup: BI for NAV 2013; CfMD for Property Management, Business Rules Solutions; Partner Expansion in India

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
BI and Reporting Business Central CfMD Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV JavaScript NAV 2013 Property Management Workflow Management

Microsoft Dynamics Partner Roundup: eCommerce Integration for NAV, AX; AX Win8 app; DonorVision Update; Partner Promotion; NAV in UK Politics

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting BI and Reporting Business Central Commerce Customer Relationship Mgmt Data Integration Distribution Donor Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV

Multi-channel management: The new age of commerce

by Jeff Grundey
Four key capabilities of a properly managed multi-channel sales strategy
Business Central Commerce Data Integration Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL E-Commerce Inventory Management

Microsoft Dynamics CRM and SharePoint 2013 Integration: Save on document versions with Shredded Storage

by Himanshu Sharma
Significant new savings in database storage can make SharePoint a more efficient option for serious document collaboration use cases
Document Management Dynamics CRM SharePoint 2013 Workflow Management

Reducing hospital readmission: Can Microsoft Dynamics CRM help hospitals meet new patient standards?

by Linda Rosencrance
New US regulations aim to cut readmission rates, and a new XRM solution aims to make an impact
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Regulatory Compliance Risk Management Workflow Management xRM

Salentica Rolls Out Schwab OpenView Gateway Solution For Microsoft Dynamics CRM

by Linda Rosencrance
Eight Schwab workflows currently available for Dynamics CRM through the integration
Customer Relationship Mgmt Data Integration Dynamics CRM Financial Services Workflow Management

ISV News and Notes: Catching Up on More Convergence 2013 Updates

by Jason Gumpert
A look at some more solution updates for Dynamics ERP and CRM from Convergence
Business Central Configuration & Development Convergence 2013 Customer Engagement Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV E-Commerce

Setting Long-Term Workflows in Microsoft Dynamics CRM

by Leon Tribe
Working around timeout limitations by tracking Execution Time
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Workflow Management

Managing the Global Supply Chain: The Role of Global Trade Management (GTM) Solutions

by Bridget McCrea
Global Trade Management solutions play a role in managing risk and regulation in the global supply chain
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Regulatory Compliance Supply Chain Management Trade Promotion Mgmt 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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