One significant enhancement in the release of Microsoft Dynamics NAV 2017 is the development of deeper integration with Office 365. Microsoft Dynamics NAV 2017 continues to ensure that users experience more simplicity with every release. While it’s a robust business solution with powerful functionality, it’s quick to implement and easy to use. It has the power to support your business growth and is readily adopted by users. Along with Office 365 integration and simplicity, this latest release of Microsoft Dynamics NAV 2017 offers significant enhancements to the core application and new features.
Stay connected and boost productivity with all the parts of your business by having both NAV ERP (Enterprise Resource Planning) 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.
1. Outlook Ad In: From the Outlook App, the integration between NAV and Office 365 allows you to see dashboards for contacts, customers and vendors. This add-in contains 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 Dynamics NAV and Office 365.
2. Calendar: If your organization uses Office 365, 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 in the Outlook calendar. You can work directly with attachments to the associated email. We’ve also made it easy to update the add-in – you’ll get notified that a new version is ready for you in Outlook.
3. 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.
4. 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.
5. 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.
Posted by iCepts Technology Group, Inc. An Accelos and Microsoft Dynamics NAV Partner in Pennsylvania
We are a Microsoft Dynamics NAV Partner offering implementation, service, and support for Microsoft Dynamics NAV in: PA, DC, DE, MD, NC, NJ, NY, OH, VA, WV, and the entire Mid-Atlantic Region. We also offer implementation, service, and support for Accellos One Warehouse Management Systems in: PA, DC, DE, MD, NC, NJ, NY, OH, VA, WV, and the entire Mid-Atlantic Region.
As experienced SCM, WMS and ERP consultants and value added resellers (VARs), we provide start to finish services for the solutions we represent Microsoft Dynamics NAV for Distribution and Manufacturing, Accellos Warehouse Management System (WMS), Server virtualization, open source VOIP phone systems and infrastructure and security. We provide services that cover process analysis, implementation, training, security and networking. Naturally, we also provide full ongoing support for years after implementation to help our clients succeed. We are your one stop shop for your business technology needs.
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Another version of this article was previously posted by iCepts Technology Group, Inc.- A Pennsylvania Microsoft Dynamics NAV Reseller on Supply Chain Management Basics – on November 29, 2016 – Office 365 Experience in Microsoft Dynamics NAV 2017
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