Workflow Management news & resources

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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

Business Process Mgmt Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 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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Microsoft Dynamics GP gets 2021 mid-year update

by Jason Gumpert

Final updates for GP 2016 as Microsoft prepares a Fall 2021 release

Accounting Dynamics GP Financial Management GP 2016 GP 2018 HR Management Workflow Management
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Improving low code with business process management

by Edwin Jongsma

Why Power Platform development benefits from process mining as part of BPM

Business Performance Mgmt Business Process Mgmt Dynamics 365 Power Apps Power Automate Power Platform Workflow Management
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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

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
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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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