Workflow Management news & resources

Why Clearing the Jungle, Dynamics GP-Style, Means Implementing Daily Tasks

by Mark Polino

Easy Steps You Can Take Now

Accounting Data Management Dynamics GP Tax Management Workflow Management

Crowe Horwath Introduce Metal Manufacturers Solution for Microsoft Dynamics AX

by Jason Gumpert

Includes industry-specific features including material tolerance tracking, mixed-mode operations

BI and Reporting Dynamics AX Material Rqmts Planning Metals Planning & Scheduling Workflow Management

From the CRM Blogs: Rapid User Creation; Customer Care Accelerator; Filtered Lookup; Modifying the Report’s DataSource

by Jared Berezin

The latest from the Dynamics CRM blogs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Workflow Management

InfoGrow’s Email Marketing Integration for Dynamics CRM Targets Constant Contact Customers

by Jason Gumpert

Competitive market for email marketing integration continues to grow

Dynamics CRM Email Management Power Automate Workflow Management

Best of the Best: Top Ten Tips for Microsoft Dynamics GP

by Mark Polino

"Picking My Favorite Child"

Accounting Advanced Pricing Automated Data Collection BI and Reporting Business Performance Mgmt Business Process Mgmt Configuration & Development Convergence 2010 Data Integration Data Management Dynamics GP Expense Management

From the CRM Blogs: Cascading Entity Relationship Behavior; How to Republish an Order Using SQL Script; Video on Automatic Workflows, Security and Scope; Editing a Mail Merge Template

by Jared Berezin

Latest from the Microsoft Dynamics CRM blogs

Dynamics CRM Workflow Management xml

Microsoft Formally Introduces Dynamics GP 2010—Emphasizes Info Accessibility, Ease of Upgrading

by Jason Gumpert

GP 2010 First to Be Tested on Real Customers

Accounting Dynamics GP Workflow Management

New Professional Services Integration for Microsoft Dynamics CRM Adds Timesheet, Workflow Visibility, More Integration Points

by Jason Gumpert

Assistance PSO differentiates from earlier Assistance Software offerings by running directly in Dynamics CRM.

Customer Relationship Mgmt Dynamics CRM Email Management Professional Services Workflow Management

From the AX Blogs: Using Thread Development; Leveraging Role Related Content; Integrated Collaboration; Review of AX “Development Cookbook”

by Jared Berezin

Latest blog posts from the Microsoft Dynamics AX community

Dynamics AX Email Management Workflow Management ax 2009 role centers

The Hub-and-Spoke Operation– How Microsoft Dynamics NAV Bests SAP in Helping Maintain the Spokes

by Raman Dhooria

The CIO Becomes a Hero

Accounting Advanced Pricing Automated Data Collection Automotive BI and Reporting Bill Of Material Mgmt Business Central Business Performance Mgmt Business Process Mgmt Consumer Goods Dynamics 365 Dynamics NAV

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

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