Workflow Management news & resources

Flows from the field: Time zone conversion; Customer field; Quick Create form; Exchange rate conversion; Forms Pro

by Eamon McCarthy Earls

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

Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Power Automate Power Platform Workflow Management
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Sync Master Data on Microsoft Dynamics NAV / D365 Business Central: Extensions or Power Automate

by José Miguel Azevedo

While most NAV and BC developers opt for a customization, Power Automate deserves consideration, too.

Business Central Business Process Mgmt Data Integration Dynamics 365 Dynamics NAV Extensions Master Data Mgmt OData Power Automate Power Platform Workflow Management
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Digital transformation: Weighing the impact on profit and people

by Tristan Dennis

Can technology that transforms industries through automation also serve the larger economic interests of workers in developing nations? 

AI Business Central Business Process Mgmt Customer Engagement Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Services Power Automate
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Microsoft Power Automate to add UI flows in April with two pricing options

by Jason Gumpert

UI flows now make Power Automate an RPA solution, Microsoft believes.

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

From the Microsoft Dynamics GP Blogs: Keys record; Encumbrance inquiry; Cdn payroll; GP workflow

by MSDW Reporter

A selection of the latest insights from the Dynamics GP blogs

Accounting Dynamics GP Financial Management Payroll Processing Workflow Management

Flows from the field: Deploying flows; Rollup queries; Logic Apps; Input-output security; Sentiment analysis; Power Apps Portals

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond.

Business Process Mgmt Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Power Automate Power Pages Power Platform Workflow Management

Top Microsoft Dynamics 365 Customer Engagement articles of 2019

by MSDW Reporter

A look back at the top Dynamics 365 Customer Engagement expert articles of 2019

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Automation Project Management Sales & Marketing Workflow Management

Podcast Review: Leveraging Microsoft Power Platform with Dynamics GP

by Eamon McCarthy Earls

Microsoft MVP Mariano Gomez shares perspectives on getting more out of Dynamics GP with the Power Platform

Business Process Mgmt Collaborative Workspaces Dynamics GP Expense Management Portals Power Apps Power Automate Power BI Power Platform Robotic Process Automation (RPA) Workflow Management

MSDW Podcast: MVP Mariano Gomez on the importance of the Power Platform for Dynamics GP users

by Jason Gumpert
Business Process Mgmt Dynamics GP MSDW Podcast Power Apps Power Automate Power BI Power Platform Robotic Process Automation (RPA) Upgrades Workflow Management
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SalesSpark launches sales engagement solution for the Microsoft Dynamics 365, Power Platform ecosystem

by Jason Gumpert

Sales engagement is a hot sector that has largely missed the Microsoft business apps channel so far, says John Gravely.

Business Performance Mgmt Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Power Automate Power BI Power Platform Sales Sales & Marketing

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
More Workflow Management Videos

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
More Workflow Management White Papers

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
More Workflow Management Case Studies

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