Office 365-Integration in Microsoft Dynamics NAV 2017
Today we present you our first blog post including a couple of interesting news and features in the latest version 2017 of Microsoft Dynamics NAV. The focus will be on the interesting topics Office 365 integration, PowerBI and Optical Character Recognition (OCR). OCR will follow in a further post. With these topics, we give you an overview for a better understanding of these functions, which will help you and give some new insights for sure.
We spend a lot of time in Outlook, especially for the interaction with our business contacts like customers and vendors. For these interactions, we need information about our customers and vendors, registered in Microsoft Dynamics NAV. Outlook and NAV were consolidated to optimize this process by embedding Microsoft Dynamics NAV 2017 directly in Outlook.
In an Outlook e-mail message, there is a direct access to financial details of the business contact of this mail through the Microsoft Dynamics NAV 2017 add-in. Furthermore, there is a dashboard with overview information of the contact, the possibility to see detailed information of several documents summarized in this dashboard and the possibility to create and send new documents through this add-in.
For example, a customer sends an e-mail requesting a quote. Now we can retrieve the detailed information about the customer directly from Outlook, create the quote and send it back to the customer using a personalized template. We do all of this without leaving Outlook! The add-in is also automatically updating the ERP system with the just created or modified quote.
The NAV 2017 Outlook add-in provides the possibility to search through documents which are referred or attached to an e-mail message. The add-in analyses the text of incoming mails, detects possible document numbers in NAV 2017 and marks these as a hyperlink. By clicking this link, a window with the referred document will open in Outlook. Now, one can proceed like directly working in the Microsoft Dynamics NAV 2017 application.
The Microsoft Dynamics NAV 2017 add-in enables intelligent functionalities in the Outlook calendar as well. The add-in window can be opened for a certain date to show data about a customer e.g. from a meeting. It is also possible to create and send invoices and other documents of this customer.
This is quite practical for companies with a strong service and support section. It’s perfect to manage their service for customers within the Outlook calendar. For example, after a service order corresponding to the referring calendar date has been completed, an invoice can be created and sent.
It is also possible to create a direct data connection between Microsoft Excel and records in NAV 2017 via the Data Connector. By this way, the user can display, edit and update these data sets directly in Excel and save the changes back to NAV 2017.
For example, the chart of accounts from Microsoft Dynamics NAV 2017 can be exported to an Excel file and some changes can be done in Excel. After that, records for NAV 2017 can easily be updated in Excel by just one mouse click.