Workflow Management news & resources

Getting the Most from Time Tracking In or Out of Microsoft Dynamics ERP

by Curt Finch
Analyzing the benefits in efficiency, process, and governance...and overcoming common impediments
Accounting Adoption Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Project Management Time & Attendance Workflow Management

Equisys Launches Version 5 of Zetadocs for NAV with Easier Transition from Zetadocs Express, Office 365 Integration

by Linda Rosencrance
Release broadens localization, improves SharePoint integration
Business Central Business Process Mgmt Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV SaaS Workflow Management

Microsoft Dynamics NAV 2013 Shows Off Next Generation of Role Tailoring, Reporting, and Multiple Interfaces

by Jason Gumpert
Aim to broaden reach of ERP data with more ways to consume sensibly
Accounting BI and Reporting Bill Of Material Mgmt Business Central Cloud Convergence 2012 Dynamics 365 Dynamics NAV Kinect Manufacturing NAV 2013 NAV 7

Why a Large-Project Drilling Company Stays Loyal to Dynamics SL

by Jason Gumpert
Continuing Enhancements Expected
CPQ (Configure, Price, Quote) Construction Convergence 2012 Customer Engagement Dynamics 365 Dynamics CRM Dynamics SL Dynamics SL Engineering Government Marketing Project Management

The Benefits of Routing Information in Microsoft Dynamics AX 2012 – Part 1: Defining Production Resources

by Scott Hamilton
Why production resources provide the foundation for routing information
AX 2012 Dynamics AX Food & Beverage HR Management Manufacturing Manufacturing Process Manufacturing Workflow Management kanban

Microsoft Dynamics Partner Roundup: APA Implements Serenic Navigator; Automation Anywhere Achieves Gold ISV Competency; Partner Expansion, Wins

by Linda Rosencrance
A selection of recent partner announcements
Business Central Construction Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Management Inventory Management Not For Profit Workflow Management

Network Automation Launches AutoMate 9: Automates Microsoft Dynamics CRM Operations

by Jason Gumpert
New release also adds SharePoint, Azure automation
Dynamics CRM Power Automate Workflow Management

Microsoft Dynamics AX Roadmap: AX 2012 R2, Retail Push, and Looking Back

by Jason Gumpert
AX 2012 R2 on the roadmap for the first half of 2013
AX 2012 AXUG Summit 2011 Accounting BI and Reporting Commerce Dynamics AX Government HR Management Manufacturing Not For Profit Power Automate Retail
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Integrity Data Launches U-LINC Flexible Workflows for Microsoft Dynamics GP and SharePoint

by Jason Gumpert
More Dynamics ERP adapters, template library to come
Dynamics GP GPUG Summit 2011 HR Management Payroll Processing Workflow Management

Microsoft, Equisys Release Zetadocs Express for Microsoft Dynamics NAV 2009 R2

by Linda Rosencrance
Released on schedule following announcement in May 2011
Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV NAV 2009 R2 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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