Workflow Management news & resources

Canadian, UK Organizations Commit to Software Based on Microsoft Dynamics NAV

by Jason Gumpert
A Boost for Dynamics NAV
Accounting Business Central Dynamics 365 Dynamics NAV Expense Management Financial Management Forecasting Inventory Management Planning & Scheduling Procurement Sales & Ops Planning Warehouse Management

From the AX Blogs: Lean Manufacturing Resources, Opportunities in CRM; AX in Brazil; Application Integration Framework (AIF) Enhancements

by Jared Berezin
The Latest News on Microsoft Dynamics AX
Customer Relationship Mgmt Dynamics AX Manufacturing Shop Floor Control Supply Chain Management Warehouse Management Workflow Management

The Critical Input for Lean Manufacturing Sales and Operations Planning Using Microsoft Dynamics AX

by Scott Hamilton
The Role of Kanbans--from a New Book Excerpt
Bill Of Material Mgmt Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Manufacturing Manufacturing Sales Sales & Marketing Shipping

A "Greener" Approach for Microsoft Dynamics AX Users Need Not Be Complicated

by Natalie Davidson
Leveraging the Environmental Sustainability Dashboard
Business Performance Mgmt Business Process Mgmt Dynamics AX Sales Order Processing Workflow Management

How to Substitute Agile ERP Implementation for the Waterfall Approach

by Vjekoslav Babic
Five Methods That Deliver Most Consistently
Accounting BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV Manufacturing Payroll Processing Procurement

A Primer on Workflow Management Using Microsoft Dynamics AX 2009

by Scott Hamilton
The Need for Multiple Workflow Configurations from a Workflow Template
Dynamics AX Workflow Management

Handling RMAs in Microsoft Dynamics AX 2009

by Scott Hamilton
Making the Right Tie-Ins to the Sales Order
BI and Reporting Data Management Document Automation Dynamics AX KPIs Manufacturing Sales Order Processing Supply Chain Management Workflow Management

When a Food Contamination Emergency Occurs: Can Your Transactional Document Processes Cope with Product Recalls?

by Natalie Davidson
Recent Food Contamination Scares Point Up the Risks
Accounting BI and Reporting Document Automation Document Imaging Document Management Dynamics AX Food & Beverage Supply Chain Management Warehouse Management Workflow Management

How True Workflow Management Links Project Management with Your Microsoft Dynamics Accounting System

by Rudolf Melik
What Is True Workflow Management?
Accounting Business Central Business Performance Mgmt Business Process Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Project Management Supply Chain Management 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