Workflow Management news & resources

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Nintex acquires eSignature vendor AssureSign

by Jason Gumpert

The company plans to integrate eSignatures into the Nintex Process Platform

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Sales & Marketing Workflow Management
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My Dynamics 365 Business Central priorities for Microsoft in 2021

by James Crowter

With so much accomplished in the last year, let's set a new bar for Microsoft in 2021 and beyond

AppSource Azure BI and Reporting Business Central Business Process Mgmt Data Integration Data Management Data Warehousing Databases Dynamics 365 Dynamics NAV Power Automate
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Microsoft Power Apps among the leaders in low-code development platform space: New analyst rankings

by Jason Gumpert

Broad capabilities stand out, while Microsoft loses points for confusing licensing, tooling

Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management xRM
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From the Microsoft Dynamics 365 Finance & Operations Blogs: User roles; Workflow approvals; 1099 vendor updates; Dual-write

by MSDW Reporter

A selection of the latest insight from the Dynamics AX and D365 Finance and Operations blogs

Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Finance and Operations Power Platform Security Tax Management Workflow Management
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Ignite 2021: More enterprise-ready features, more automation coming to Power Platform

by Jason Gumpert

Pressure continues to grow in enterprises to develop new apps and automate existing processes, says CVP Charles Lamanna

Business Process Mgmt Governance, Risk, and Compliance (GRC) Ignite 2021 Power Apps Power Automate Power Platform Regulatory Compliance Robotic Process Automation (RPA) Security Workflow Management
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2021 Release Wave 1 Plans: Count on some new and useful Dynamics 365 supply chain capabilities

by Rahul Mohta

A preview of 2021 wave 1 in Dynamics 365 Finance and Operations – Supply Chain Management (10.0.16)

2021 release wave 1 Business Process Mgmt Dynamics 365 Finance and Operations Guides Inventory Management Logistics Manufacturing Manufacturing Mixed Reality Supply Chain Management Warehouse Management
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Microsoft Business Apps Profile: Power Platform is helping SharePoint customers, says new MVP

by Linda Rosencrance

Tomislav Karafilov shares his Microsoft MVP journey and how Power Platform  and Teams works for his SharePoint-focused clients.

Collaborative Workspaces Dataverse (CDS) Document Management Dynamics 365 Power Apps Power Automate Power BI Power Platform Teams Workflow Management
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Global Power Platform Bootcamp 2021 Preview: Local communities aim to grow virtually

by Jason Gumpert

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BI and Reporting Business Performance Mgmt Business Process Mgmt Global Power Platform Bootcamp 2021 Power Apps Power Automate Power BI Power Platform Workflow Management

MSDW Podcast: Making the case for AI Builder with Dynamics 365

by Jason Gumpert
AI and Machine Learning Artificial Intelligence (AI) Azure Business Performance Mgmt Business Process Mgmt Document Automation Dynamics 365 Finance and Operations MSDW Podcast Machine Learning (ML) Power Apps Power Automate

MSDW Podcast: Venkat Rao on Power Platform's impact

by MSDW Reporter
Collaborative Workspaces Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Governance, Risk, and Compliance (GRC) MSDW Podcast Power Apps Power Automate Power Platform Robotic Process Automation (RPA) Security Workflow Management

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
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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

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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

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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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