Workflow Management news & resources

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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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM 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
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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

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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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