Workflow Management news & resources

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

4 Steps to Succeeding in the Evolving CRM Landscape

by Lou Guercia
Good CRM data boosts business performance, but getting there demands the right vision and guidance
Adoption Cloud Data Integration Dynamics CRM Workflow Management

Designing Maintainable Workflows in Microsoft Dynamics CRM, Part 2

by Sander Bockting
The steps for translating functional descriptions into executable Dynamics CRM workflows
Business Process Mgmt Customer Relationship Mgmt Dynamics CRM Workflow Management

Outsourcing the Accounts Payable Function: A New Look at the Current Demand and Key Decision Criteria

by Bridget McCrea
New report explains key considerations when evaluating options for AP outsourcing
AP Automation Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL SaaS Workflow Management

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A CFO's Perspective on AP Automation

Mekorma

3 Ways Solution Architects Build Flexible Power Platform Solutions with Minimal Effort

MSDW Features

The Future of Fabric: A Microsoft Partner Perspective

Collectiv

Crumb by Crumb: A Practical Guide to Process Mapping

Innovia

Automate Accounts Receivable with Trace AR

PayTrace
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How Using An Advanced iPaaS Accelerates Digital Business Maturity

Celigo

Results of a study conducted with 413 global IT and finance decision-makers with insights into iPaaS at their organizations.

Azure Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL E-Commerce Microsoft Corporate

A Guide for Taking Ecommerce Automation to the Next Level

Celigo

Integration-driven automation is a key strategy to achieve ecommerce excellence and strengthen business growth

Azure Business Central Customer Engagement Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Marketing Tips for B2C eCommerce Businesses

Dynamics eShop

The eCommerce industry has taken off and continues to grow

Accounting Agriculture Architecture Automotive Construction Consumer Goods Distribution Dynamics 365 Dynamics Marketing Dynamics NAV Energy Fashion

The Benefits to Digital Payments in Accounts Payable Processing

Yooz
The unimaginable benefits of digital payments for the AP process
AP Automation Accounting Budgeting Business Central Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Workflow Management

5 Ways Automated Workflow with AP Automation and Microsoft Dynamics Benefits AP Departments

Metafile

Automated workflow has proved beneficial for nearly every industry and every department

AI and Machine Learning AP Automation Accounting Azure Business Central Construction Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics SL
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Management Consulting Streamline Reporting and Significantly Saves Time with Power BI

Collectiv
BI and Reporting Data Management Power BI Power Platform Professional Services 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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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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