Document Automation news & resources

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Microsoft will support Adobe Sign e-signatures in Dynamics 365 for Talent

by MSDW Reporter

Attract module will offer access to Adobe e-sign capabilities with "no additional software or configuration needed"

Adobe Customer Engagement Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures HR Management
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Providing Work Instructions to Job Operators in Microsoft Dynamics 365 for Finance and Operations & AX

by Evert Bos

Two options for adding notes and documents.

AX 2012 AX 2012 R3 Bill Of Material Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Finance and Operations Manufacturing Manufacturing Route Optimization

Boarding the Microsoft journey to the cloud: Our OCP and co-sell story so far

by Anders Eriksen
How Formpipe Lasernet's embrace of OCP has led to promising new ties to Microsoft's global sales organization.
Document Automation Document Management Dynamics 365 One Commercial Partner Power Automate

Doc Attach for Microsoft Dynamics GP and the return of Clippy

by Mark Polino
A sane way to get the most out of both the new Doc Attach and traditional documents on notes.
Document Automation Document Management Dynamics GP

How to automate new vendor setup in Dynamics GP while maintaining internal controls

by Steve Allen
Accounting automation can be achieved with GP without interfering with internal controls.
Accounting Business Process Mgmt Business Rules Mgmt Data Management Document Automation Dynamics GP Financial Management Invoice Processing Workflow Management

CCM vendor Xpertdoc buys XperiDo, gaining document automation, industry expertise

by MSDW Reporter
All stock deal will expand global market reach, offering customers better platform capabilities.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Financial Services Government Insurance

Microsoft Dynamics Webcasts, February 5 – 9, 2018: Get started with Automated AP; CRM VARs can't ignore CSP

by MSDW Reporter
Microsoft Dynamics Webcasts, February 5 – 9, 2018: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
AP Automation AX 2012 AX 2012 R2 AX 2012 R3 Accounting Business Process Mgmt Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365

Microsoft Dynamics Partner Roundup: Engagement for banks & CUs; Canadian CSP; Certified doc management; ISV’s 8000th customer

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Banking Cloud Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Imaging Document Management Dynamics 365 Dynamics CRM

Digital invoice processing and automation is leaving OCR behind

by Anna Tujunen
Optical character recognition (OCR) was a great start to invoice automation; but it is too error-prone to be in its future.
AP Automation Accounting Aerospace & Defense Agriculture Architecture Business Central Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX

Microsoft and Adobe make new commitment to broadly integrate e-signatures, collaboration, productivity tools

by Jason Gumpert
Adobe Sign to become Microsoft’s preferred e-signature solution across business apps, while Teams to gain favor in Adobe suite.
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LATEST VENDOR RESOURCES

How To Protect Your Finance Team from AI-Powered Fraud in Dynamics F&SCM

SignUp Software

Optimizing Global E-Invoicing & Live Reporting in Dynamics 365 Finance: Powered by Avalara

Avalara

The New Power Couple in Business Central Finance: SignUp Software & SKsoft

SignUp Software

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

SignUp Software

Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

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MSDW Solution Evaluation Report: Mekorma

Mekorma
Detailed solution feedback from five partners and customers
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Mitigating AP Fraud Risk: A CFO’s Guide to Protecting Your Organization

Yooz
Discover how CFOs and finance leaders can proactively protect their organizations
AP Automation Business Central Document Automation Dynamics 365 Dynamics GP Financial Management Invoice Processing Security

How AP Automation Helps Agriculture Businesses Grow Smarter

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Automate your agriculture AP process for smarter, scalable growth.
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Comparative Chart: 3 Top AP Automation Solutions for Dynamics 365 Finance/AX

MSDW Features
Discover how these providers stack up against each other
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From Paper to Productivity: How to Automate AP Without Disrupting Operations

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Unlock productivity and savings without the pain of disruption—AP automation keeps your operations moving while streamlining your processes.
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ALPA - Making a difference every day with ExFlow D365 FO

SignUp Software

This case study shows how: ALPA since the introduction of ExFlow has seen a reduction of “at least 50 percent” in the time it takes to post invoices. These time effic...

AP Automation BI and Reporting Document Automation Dynamics 365 Dynamics AX Finance and Operations Invoice Processing Not For Profit

Going Paperless is the Healthy Choice for Large Nonprofit Insurance Company

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Simplified processes, improved reporting, simpler check writes and increased efficiency
AP Automation Document Automation Document Imaging Document Management Dynamics GP Financial Management Insurance Invoice Processing

Largest Behavioral Health Pharmacy Provider Doubles in Size and Efficiency

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Managers have the ability to see pending invoices and approvals for their specific locations
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Sun Rich Foods Enjoys the Fruits of Having Paperless Accounting Processes

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A significant improvement to their Dynamics NAV investment
AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV Invoice Processing Manufacturing

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
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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)

DocXtender for Business Central

A free app that enables users to attach documents to any Business Central record with a simple drag and drop. DocXtender for...
Business Central Distribution Distribution Document Automation Document Management Dynamics 365 Manufacturing Manufacturing

Cycle Count Scheduler

Keep your inventory in check with automatically generated cycle counts based on velocity, location, item criteria and...
Business Central Distribution Distribution Document Automation Dynamics 365 Inventory Management Manufacturing Manufacturing Process Manufacturing Supply Chain Management
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