Workflow Management news & resources

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
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Microsoft previews desktop process advisor as part of Power Automate Desktop GA launch

by Jason Gumpert

New recording and analysis tool set in preview allows users to record and evaluate desktop activities 

Business Performance Mgmt Business Process Mgmt Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management

Dynamics 365 Finance: 2020 release Wave 2 features for Accounts Payable

by Vamsi Pranith Donepudi

Microsoft is working to support AP processing teams in new ways

AP Automation Accounting Business Process Mgmt Dynamics 365 Finance and Operations Financial Management Invoice Processing Workflow Management

MSDW Podcast: Samuel Adranyi on building community around tech

by Jason Gumpert
Azure BI and Reporting Business Process Mgmt Dataverse (CDS) Development Internet of Things (IoT) MSDW Podcast Power Apps Power Automate Power Platform Workflow Management
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Dynamics 365 Finance delivering expanded automation, globalization in new release wave: Community Summit North America

by Jason Gumpert

E-invoicing micro-service, Finance Insights, and 

Accounting BI and Reporting Collections Management Community Summit NA 2020 Dynamics 365 Finance and Operations Financial Management Invoice Processing Workflow Management

From the Microsoft Dynamics GP Blogs: Currency revaluation; Office update issue; 1099 form changes; Approval workflows

by MSDW Reporter

A selection of the latest insights from the Dynamics GP blogs

Document Automation Dynamics GP Multicurrency Tax Management Workflow Management
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The artistry of the Microsoft Power Platform: Four new master works

by Venkat Rao

How to use the Power Platform like Claude Monet

BI and Reporting Business Performance Mgmt Business Process Mgmt Dataverse (CDS) Power Apps Power Automate Power BI Power Platform Workflow Management

Flows from the field: Trigger messages; HTTP requests; Citrix apps; Change tracking

by Eamon McCarthy Earls

Recent Power Automate flows from intrepid Dynamics 365 professionals - and beyond

Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
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In service of Microsoft 365 and Teams, Microsoft to rebrand Common Data Service as Dataflex

by Jason Gumpert

Dataflex will be the Teams interface to the Power Platform's data management engine; Dataflex Pro is new name of the full service

Business Process Mgmt Data Integration Dataverse (CDS) Inspire 2020 Microsoft Teams Power Apps Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management

LATEST VENDOR RESOURCES

Houston, We Have a Solution / SalesPad for BC

Cavallo

Cavallo Customer Success with IDville

Cavallo

What's New in SalesPad?

Cavallo

Copilot Assistant in Dynamics 365 Business Central

WebSan Solutions

Microsoft Dynamics 365 Business Central: Copilot and Power BI

Sikich
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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

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
More Workflow Management Solutions