In the current version, Dynamics NAV 2017, Microsoft is focusing even more strongly on linking Dynamics NAV and other Microsoft products and services. One particular highlight is the deep integration of Office 365. An add-in allows you to access data from Dynamics NAV directly in Outlook without having to switch back and forth between the two systems.
Your advantages at a glance:
- View emails from business partners in Outlook and simultaneously see contextual data from Dynamics NAV without leaving Outlook
- Connect Outlook appointments in your calendar with data records from Dynamics NAV
- Transfer e-mail attachments (e.g. PDF invoices) directly to the "Incoming documents" function in Dynamics NAV and perform OCR text recognition to convert the files into machine-readable formats and automatically enter them into Dynamic NAV
- Synchronize the Dynamics NAV contact list with Office 365
- Integrate Power BI evaluations directly into a role center in Dynamics NAV without having to leave the ERP system
Dynamics NAV includes the following two add-ins for Outlook:
- Contact Insights - Contact information
Within e-mails, Outlook appointments or meetings, this add-in allows you to call up additional extensive information on the customer or vendor. Create or send documents such as sales offers or invoices directly from Outlook. - Document View - Document view
Display the corresponding document directly in Outlook within an e-mail text via a document link (or a document name together with the document number).
You can check whether the two add-ins are activated within Dynamics NAV under "Office add-in administration" (Administration/IT administration/Services).
Have we piqued your interest? Ask one of our consultants about the new functionality. Contact us You are with us.
