Workflow Management news & resources

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

Microsoft Launches First Wave of Social Features for Dynamics CRM in November 2011 Service Update

by Jason Gumpert
Also looking ahead to cross-browser, platform support in 2012
BI and Reporting CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Mobile Applications Regulatory Compliance

Microsoft Dynamics Partner Roundup: CRM for Wholesale Distribution; PSA Solutions for GP, CRM; NJ IAMCP’s New President

by Linda Rosencrance
A selection of recent Dynamics partner news and announcements
Data Integration Distribution Distribution Dynamics CRM Dynamics GP Professional Services Project Management Workflow Management Workforce Management xRM

Using a Microsoft Dynamics Solution Integrated with Outlook for Better Time Management

by Linda Rosencrance
Improving workers' productivity with smart integration of business data and tasks
Business Central Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Workflow Management

Microsoft Dynamics Partner Roundup: DBSync CRM Adapter; AscendiXRE Online Released; eSign365 Achieves CfMD; Mergers, Hires, and Partnerships

by Linda Rosencrance
A selection of recent Microsoft Dynamics partner announcements
Business Central Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Mobile Applications Property Management Real Estate Sales Order Processing Sales Quoting Workflow Management

A Voice from the Field: Extending Microsoft Dynamics GP with the Right Tools and Careful Choices

by Jack Boyer
How one GP consultant weighed the solutions options for different projects
Accounting BI and Reporting Dexterity Dynamics GP Not For Profit Purchasing Workflow Management

Tips for Putting the 'Use' in Microsoft Dynamics CRM User Adoption

by Linda Rosencrance
Important tips for any manager looking to improve user adoption
Data Integration Dynamics CRM KPIs Workflow Management crmug

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Copilot Autofill in Dynamics 365 Business Central

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Houston, We Have a Solution / SalesPad for BC

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Cavallo Customer Success with IDville

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What's New in SalesPad?

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Copilot Assistant in Dynamics 365 Business Central

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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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