Workflow Management news & resources

Microsoft Dynamics GP or NAV Without Document Management? Equisys Has a Cure for the Pain

by Vladimir Shvorin
Zetadocs' flexibile workflow and SDK offer broad possibilities for customers and partners
Business Central Document Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Workflow Management

Dynamics Partners Put XRM Solutions on Display for Microsoft’s XRM Showcase Challenge

by Linda Rosencrance
Winning solutions covered finance, telemarketing, and government services
Customer Relationship Mgmt Dynamics CRM Financial Management Financial Services Government Power Automate Regulatory Compliance Telecommunications Workflow Management xRM

CRM5 Formally Christened Microsoft Dynamics CRM 2011 at WPC 2010

by Jason Gumpert
September 2010 Public Beta Announced; 400 Partners Already in Pre-release Program
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM WPC2010 Workflow Management xRM

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
crowehorwath.jpg

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

LATEST VENDOR RESOURCES

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

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic

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

XPLUS

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

XPLUS

Simple Test Automation for D365 – No Coding Required

XPLUS
More Workflow Management Videos

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
More Workflow Management White Papers

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
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...
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