Workflow Management news & resources

From the Microsoft Dynamics 365 Business Central blogs: Flexible line display; Recurring expense allocation; D365BC workflows vs Power Automate; Extra serial or lot number information

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Dynamics 365 Dynamics NAV Product Traceability Purchasing Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Synchronous vs asynchronous workflows; Send Trustpilot invitations; Automated notifications; Column offline sync feature

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Email Management Sales Sales & Marketing Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Update sandbox environments; New release: all polish, no substance? Workflow user groups; Query methods

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Dynamics 365 Dynamics NAV Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Approval user setup; Monitoring job queues; Pivot mode; Mastering formulas

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
BI and Reporting Business Central Dynamics 365 Dynamics NAV Financial Management Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Memory usage; Design details; Role centers; Standard costs

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Data Integration Dynamics 365 Dynamics NAV User Management Workflow Management

From the Microsoft Dynamics 365 Finance and Supply Chain Management: Feature callouts; Absence codes; Asset management; Workflow email alerts

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Dynamics 365 Dynamics AX Enterprise Asset Mgmt Finance and Operations Time & Attendance User Adoption Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Production order cancellations; Automate payables processes; Recurring general journal; ToText method

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
AP Automation Business Central Document Management Dynamics 365 Dynamics NAV Financial Management Order Management Supply Chain Execution Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Approval workflows; Accounts payable; Item tracking; Personalization features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
AP Automation Business Central Business Process Mgmt Dynamics 365 Dynamics NAV Inventory Management Power Automate Power Platform Workflow Management

From the Microsoft Dynamics 365 Business Central blogs: Accounts receivable; Automate workflows; Merging PDFs with Azure Function

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Collections Management Document Automation Dynamics 365 Dynamics NAV Workflow Management
Westcon-Comstor

Westcon-Comstor Optimizes Global Sales Process with Dynamics 365 Sales Solution

by Jason Gumpert
Technology distributor’s sales process optimization effort built atop critical integrations and broader IT modernization
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Partner Relationship Management (PRM) Robotic Process Automation (RPA) Sales Sales & Marketing 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
More Workflow Management White Papers

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

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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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)
More Workflow Management Solutions