Workflow Management news & resources

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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

Le

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
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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

LATEST VENDOR RESOURCES

Copilot Autofill in Dynamics 365 Business Central

WebSan Solutions

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
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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

Executive Automats
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

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
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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

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

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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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Data Maturity Assessment

A Data Maturity Assessment is a diagnostic exercise, based on a series of workshops and interviews, that measures the value...
Architecture Azure BI and Reporting Business Performance Mgmt Construction Data Archiving Data Integration Data Management Data Migration Data Warehousing Databases Dynamics 365

Order Management Agent: With HSO, Order Process Automation Starts Here

Supply chain-focused. Microsoft-powered. HSO-delivered. Our Order Management Agent is an AI-powered solution that automates...
AI Agents Architecture Azure Construction Dynamics 365 Engineering Financial Services Government Legal Manufacturing Not For Profit Order Management

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)
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