Microsoft’s continued commitment and development of Enterprise Resource Planning Systems (ERP) has resulted in the release of
In Office 365 experience:
Stay connected and boost productivity with all the parts of your business by having both NAV ERP and Office 365 connected. Now dynamics NAV is directly linked with Office 365 which means you can easily manage business interactions with your customers and vendors directly within Outlook.
Outlook Ad In: From the Outlook App, the integration between NAV and Office 365 allows you to see dashboards for contacts, customers and vendors, which contain charts and cues for the record. The improved compatibility enables you to easily create customers, vendors, quotes, and invoices, all without leaving Outlook. There is also improved Word integration, to help you lay out your documents professionally. The seamless experience means that you can save time, increase accuracy, and offer your customers an improved experience by navigating effortlessly between NAV and Office 365.
Calendar: Dynamics NAV 2017 includes an add-in so you can invoice your customers based on entries in your Outlook calendar. From a calendar appointment, you can open the Dynamics NAV add-in and get an overview for the customer associated with the appointment. Then, you can create and send an invoice for the services provided in the meeting – all of this happening right there inside your Outlook calendar. You can work directly with attachments to the associated email. In addition, NAV makes it easy to update the add-in – you’ll get notified that a new version is ready for you in Outlook.
Email: The add-in works for attachments in mail as well – you can send the email attachments directly to the Incoming Documents list and send the documents, such as PDF files, to an Optical Characters Recognition (OCR) service. Here the documents are turned into a machine-readable format so that the invoice information can be added automatically to Dynamics NAV – this reduces the risk of errors and as a result increases productivity.
Email Templates: You can now create beautiful, professional-looking email cover-letter templates that include images and invoice information, such as totals, due dates, and payment terms, to use when sending emails to customers.
Contacts: From the Contacts List in Dynamics NAV, you can manually synchronize your Dynamics NAV contacts to Office 365 People. The contacts from Office 365 will sync back to Dynamics NAV as well. There is a filter that can be applied to the synchronization process so users will only need to sync the contacts they use most often. This same filter is used during the automatic background sync as well. This synchronization process also works with Microsoft Outlook on the desktop.
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Posted by iCepts Technology Group-a