3 Benefits of Dynamics CRM Integration for Microsoft Dynamics NAV 2016
Microsoft Dynamics NAV 2016 Integrated CRM Our Microsoft Dynamics NAV 2016 customers who are Small to Mid-Sized Wholesale Distribution and...
2 min read
Microsoft Dynamics NAV 2016 Consultant Reviews How Workflow and Document Templates Help Increase Productivity
There have been so many new features in Enterprise Functionality for Small to Mid Sized Wholesale Distribution and Manufacturing companies in each release of Microsoft Dynamics NAV. The beauty is that Microsoft NAV is quick to deploy, easy to use, and has the power to support the growth ambitions of SMBs worldwide. One of the most exciting new functions in the latest release of Microsoft NAV 2106 are workflows and document templates.
In this blog, we will go into some explanations of how workflows and document templates functionality within Microsoft Dynamics NAV 2016 can help your business boost productivity. There are 6 items that we will cover here:
1. Workflow Templates: Help increase your productivity with more than 20 powerful out-of-the-box automated workflow templates that facilitates sales and purchase approvals, create notifications for someone to take action, or help handle incoming documents. In just a few clicks, you can set up workflows to connect your business process to industry standards.
2. Electronic Invoicing: Send and receive electronic invoices and credit memos, as either files, or using a document exchange service. Out of the box support for Pan-European Public Procurement Online (PEPPOL) format and the free Tradeshift document exchange service, but the architecture allows for adding additional formats or document exchange services software (require partner customization).
3. Currency Exchange Rates: Update currency exchange rates using third-party web services that deliver exchange rates as XML files or streams. Updates can be performed manually or automatically using the job queue functionality. Yahoo and European Central Bank (ECB) currency feeds are supported out of the box, and other currency services can be added mapping the data in the feed into the currency exchange rates setup, a task that can be done in the end user client without developer permissions.
4. Document Management: Take advantage of new cloud business services to manage incoming documents in Dynamics NAV 2016. Optimize document handling by adding automatic processing—saving you time, and facilitating backup and storage. You can capture, archive, and easily find incoming documents using a cloud-based document capture service and you can create purchase invoices or general journal line drafts automatically—removing the need to manually retype data.
5. Optical Character Recognition (OCR): OCR integration enables you to extract unstructured PDFs or scanned invoices or credit memos into structured data, allowing further automatic processing similar to electronic documents. This service is available at no additional cost for the first 75 invoice transactions per month.
6. Incoming Document Workflow: Add workflows to automatically process any incoming electronic document, e.g., send and receive documents to/from OCR automatically, create draft purchase document, post draft document, or create payment lines for posted documents and more.
Learn more about Microsoft Dynamics NAV 2016 Functionality
Posted by iCepts Technology Group, Inc. An Accelos and Microsoft Dynamics NAV Partner in Pennsylvania
About iCepts Technology Group, Inc. Middletown, PA
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.
Contact us for additional information by clicking HERE or...
Phone: 717.704.1000
Email: info@icepts.com
Another version of this blog was posted on iCepts blog on September 13, 2016 - Workflow and Document Templates in NAV 2016
Microsoft Dynamics NAV for Distribution: Top 5 Benefits
Microsoft Dynamics NAV Distribution Software Microsoft Dynamics NAV for distribution companies is widely recognized a complete solution for growing...
Microsoft Dynamics NAV 2017 and Office 365 Integration Combines Power and Simplicity
Microsoft Dynamics NAV 2017 and Office 365 One significant enhancement in the release of Microsoft Dynamics NAV 2017 is the development of deeper...