Workflow Management news & resources

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

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics SL Dynamics SL Engineering Government 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

LATEST VENDOR RESOURCES

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

The End of Manual Regression Testing? Introducing Autonomous Testing for Dynamics 365

Simple Test Automation for D365 – No Coding Required

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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

XPLUS

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 Power BI

Test, Optimize, Succeed: Ensuring Peak Performance in Dynamics 365 F&SCM

XPLUS

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

5 Common Test Automation Traps in Dynamics 365 and How to Get Around Them - The Ultimate Checklist

XPLUS

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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Streamlined Testing & Workflow Optimisation in Microsoft Dynamics 365

XPLUS

Automated Testing Business Process Mgmt Dynamics 365 Finance and Operations Licensing Risk Management Sales and Operations Planning Workflow Management

The $1M Decision: Millborn Stays with SalesPad and Dynamics GP

Cavallo

High costs to recreate specific functionality in Business Central.

Distribution Dynamics GP Workflow Management

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

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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...

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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