Workflow Management news & resources

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

Designing Maintainable Workflows in Microsoft Dynamics CRM, Part 1

by Sander Bockting
Practical guidelines for translating complex business processes into maintainable, easily testable Dynamics CRM workflows.
Aerospace & Defense Business Process Mgmt Dynamics CRM Workflow Management

Microsoft Dynamics Partner Roundup: NAV Wins; ActiveBatch for AX; CWR Mobility Partnership

by Jason Gumpert
A selection of recent announcements from the Microsoft Dynamics partner channel
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Manufacturing Manufacturing Mobile Applications Order Management Supply Chain Management Workflow Management

Document Loss Numbers Highlight Value of Enterprise Content Management Planning for Microsoft Dynamics Solutions

by Bridget McCrea
Long-time ECM expert weighs in on how companies can use modern solutions to save themselves from drowning in the information age.
Business Central Business Process Mgmt Content Management Data Management Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

The Webcasting Week Ahead: Content Management, Data Integration, CRM Adoption, Supply Chain Costing, and Inventory Management In Focus

by Jason Gumpert
A brief look at MSDW webcasts happening the week of Oct 8, 2012
Business Process Mgmt Customer Relationship Mgmt Data Integration Data Migration Distribution Document Automation Document Imaging Document Management Dynamics CRM Enterprise Content Mgmt Forecasting Inventory Management

Users’ Love-Hate Relationships with Microsoft SharePoint

by Bridget McCrea
Biggest issues: lack of expertise to maximize usefulness, lack of strategic plans
Business Central Content Management Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL Enterprise Content Mgmt

This Week in Microsoft Dynamics ERP Webcasts: Manufacturing, AP Automation Experts Weigh In

by Jason Gumpert
Jon Casher and Cindy Jutras share their latest research, best practices this week with Dynamics users and pros
AP Automation Accounting Business Central Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics RMS

Microsoft Highlights SharePoint, Metro Possibilities of Dynamics NAV 2013

by Linda Rosencrance
Focus on exposing NAV transactions, collaboration, workflow, data visualization from SharePoint
BI and Reporting Business Central Collaborative Workspaces Dynamics 365 Dynamics NAV KPIs Metro NAV 2013 Supply Chain Management Workflow Management

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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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