Workflow Management news & resources

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Boost your B2B customers' experiences in Microsoft Dynamics 365 Marketing

by Jelena Yaruchyk

Exploring the many touchpoints between the potential buyer and seller in a customer journey

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Workflow Management
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Ignite 2021: Microsoft Customer Experience Platform aims to accelerate use of marketing and commerce data

by Jason Gumpert

Revealed around Ignite 2021, the new marketing offering for large enterprises collects existing apps and services with value-added capabilities

AI BI and Reporting Commerce Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 E-Commerce Ignite November 2021 Marketing
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Microsoft Dataverse Custom APIs in workflows, Power Automate, and beyond

by Sam Kumar

Why the popularity of this new code-first approach to creating APIs has been rising

Azure Business Process Mgmt Customer Engagement Data Management Dataverse (CDS) Development Dynamics 365 Dynamics CRM Power Platform Workflow Management

Microsoft Dynamics Partner Roundup: Payments integration; Nonprofit ISV acquisition; Products on AppSource

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AppSource Business Central Customer Engagement Dynamics 365 Fundraising Not For Profit Payment Processing Power Apps Power Platform Workflow Management

MSDW Podcast: Scott May & Rod Donovan on the evolution of Power Platform opportunities for Microsoft partners

by MSDW Reporter
Business Process Mgmt Configuration & Development Copilot Studio Dataverse (CDS) Dynamics 365 MSDW Podcast Power Apps Power Automate Power BI Power Platform Workflow Management
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DynamicsCon Fall 2021 Preview: How to become a Power Automate Desktop hero

by Jason Gumpert

Goloknath Mishra shares his perspective on the current and future value of PAD in Microsoft's RPA strategy

Business Process Mgmt Customer Engagement Dynamics 365 DynamicsCon September 2021 Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
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Customer journey orchestration in Dynamics 365 Marketing reaches GA

by MSDW Reporter

Journeys using Power Automate triggers could extend Marketing app to broader scenarios

AI Business Process Mgmt Customer Engagement Customer Insights Dynamics 365 Marketing Marketing Automation Power Automate Power Platform Sales & Marketing Workflow Management
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Power Platform 2021 Release Wave 2: Experts note developer improvements, simplified Dataverse access

by Jason Gumpert

Power Platform updates touch a range of roles, and the community has noted the impact of various improvements coming in the next wave

BI and Reporting Business Process Mgmt Data Integration Data Management Dataverse (CDS) Power Apps Power Automate Power BI Power Platform Robotic Process Automation (RPA) Workflow Management

From the Microsoft Dynamics 365 Finance & Operations Blogs: Extensible data security; Business events; Asset leasing

by MSDW Reporter

A selection of the latest insights from the Dynamics AX/365 Finance and Operations blogs

Accounting Business Process Mgmt Data Management Dynamics 365 Dynamics AX Enterprise Asset Mgmt Finance and Operations Lease Management Security Workflow Management

From the Microsoft Dynamics 365 Finance & Operations Blogs: Security references; Price override; Costing setup; Quality updates

by MSDW Reporter

A selection of the latest insight from the Dynamics AX/365 Finance and Operations blogs

Accounting Customer Service Data Warehousing Dynamics 365 Dynamics AX Finance and Operations Security Supply Chain Management Workflow Management

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More Workflow Management Videos

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
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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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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
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