Workflow Management news & resources

Developing a Microsoft Copilot AI flow for an insurance claim

Microsoft Build 2024: Power Platform’s copilots navigate toward more human workloads

by Jason Gumpert
Updates allow you teach a copilot in the same way “a person would be trained … when they start a new job,” Microsoft says
Build 2024 Business Performance Mgmt Business Process Mgmt Power Automate Power Platform Workflow Management

From the Microsoft Dynamics 365 Finance and Operations Blogs: License impacts of roles; Physical negative inventory; Configuring groups; Work breakdown structure

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 Finance and Operations blogs
Dynamics 365 Dynamics AX Finance and Operations Inventory Management User Management Workflow Management

From the Microsoft Power Platform blogs: Multilingual copilots; Register, authenticate toward Azure app: Embed image in email; Synchronize Microsoft shifts

by MSDW Reporter
A selection of the latest insights from the Power Platform blogs
Business Process Mgmt Copilot Studio Data Integration Power Apps Power Automate Power Platform Workflow Management
MSDW Podcast: Georg Glantschnig

MSDW Podcast: Microsoft VP Georg Glantschnig on the future of Dynamics 365 Finance & Operations

by MSDW Reporter
Microsoft VP Georg Glantschnig discusses some of the highlights of the current Dynamics 365 Finance & Operations release wave and the broader ERP outlook.
AI AI and Machine Learning Accounting Azure Business Process Mgmt Consumer Goods Distribution Dynamics 365 Dynamics AX Finance and Operations Invoice Processing MSDW Podcast
Application flow diagram

What to ask before investing in your next Microsoft Dynamics add-on solution

by Farah Harajli
Questions to ask when evaluating your need for additional solutions to integrate with Dynamics
Business Central Business Process Mgmt Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Workflow Management

From the Microsoft Power Platform blogs: Mapping table; Azure Key Vault; Power Pages Helper; CoE starter kit notifications

by MSDW Reporter
A selection of the latest insights from the Power Platform blogs
Email Management Portals Power Apps Power Automate Power Pages Power Platform Security Workflow Management

From the Microsoft Power Platform Blogs: License assignment; Restore deleted flows; Power Apps forms; Power Virtual Agent Copilot

by MSDW Reporter
A selection of the latest insights from the Power Platform blogs
Business Process Mgmt Copilot Studio Power Apps Power Automate Power Platform Workflow Management

Getting Started with NLP in Microsoft Power Automate flows

by Ankit Shah
What is natural language processing (NLP) in Power Automate all about?
Business Process Mgmt Power Automate Power Platform Workflow Management
Power Automate flow development using Copilot

Microsoft Power Platform Conference 2023: More AI-focused development, management tools on the way

by Jason Gumpert
Microsoft leaders promised an accelerated roadmap of AI tools and support systems in Power Platform
Copilot Studio Dataverse (CDS) Power Apps Power Automate Power Pages Power Platform Workflow Management
Azure API Center screenshot

Azure Updates: Generative AI; Stack HCI; Cost Management; API Center

by MSDW Reporter
The latest Azure updates
AI and Machine Learning Azure Integration Internet of Things (IoT) Networking Security Telecommunications 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
More Workflow Management Videos

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
More Workflow Management White Papers

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
More Workflow Management Case Studies

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
More Workflow Management Solutions