Workflow Management news & resources

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

From the CRM Blogs: Bandwidth Testing with Performance Toolkit; The Usefulness of Teams; How to Populate Contacts to a Marketing List; Reminiscing about CRM 1.2

by Jared Berezin

Latest views from around the Dynamics CRM world

Customer Relationship Mgmt Dynamics CRM Workflow Management

How Sure Step for Microsoft Dynamics NAV Is Finally Catching Up to AX and CRM

by Vjekoslav Babic

Help for Project Management

Business Central Business Performance Mgmt Business Process Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Project Management Workflow Management

Edgewater Announces Acquisition of Microsoft Dynamics AX Partner Fullscope

by Jason Gumpert

Deal Provides $12.5 Million Upfront Payment

Dynamics AX Inventory Management Life Sciences Manufacturing Manufacturing Material Rqmts Planning Planning & Scheduling Procurement Product Lifecycle Mgmt Shop Floor Control Warehouse Management Workflow Management

From the GP Blogs: Report Destination Windows; Standard Cost Rollup and Revalue; Safely Reset Workflows; Switching to 64-bit Windows

by Jared Berezin

The latest news from around the world of Dynamics GP

Accounting BI and Reporting Bill Of Material Mgmt Dynamics GP VBA Workflow Management

Virtual Conference on Microsoft Dynamics NAV Will Examine Best Ways to Maximize the ERP Investment

by Jason Gumpert

First-of-Its-Kind Virtual Conference for the Dynamics Community

Accounting Advanced Pricing Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV Mobile Applications Product Lifecycle Mgmt Project Management

Virtual Conference on Microsoft Dynamics AX Will Examine Best Ways to Maximize the ERP Investment

by Jason Gumpert

First-of-Its-Kind Virtual Conference for Dynamics Community

Business Performance Mgmt Business Process Mgmt Dynamics AX SaaS Shipping Shop Floor Control Supply Chain Management Workflow Management

More Firms Join in Extending and Using Microsoft Dynamics AX for Lean Manufacturing

by Jason Gumpert

Consultant eBECS Prominent in Partnerships

Dynamics AX Lean Six Sigma Manufacturing Manufacturing Material Rqmts Planning Procurement Shipping Shop Floor Control Supply Chain Management Workflow Management Workforce 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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