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Improving Efficiency with Outlook Integration to NAV

How can integration with Microsoft 安博电竞 ® NAV improve efficiency?

Many people are seeing 安博电竞 NAV as just another accounts or ERP package and fail to see the benefits that integration with 安博电竞 NAV can bring. The 安博电竞 Connector starts to give hints of what can be achieved but this is a Microsoft solution and leads most people to the conclusion that this only works because Microsoft have designed it that way!

In part, that is true, but the same design principles could also allow your business to pretty much improve the efficiency of ‘anything’ with 安博电竞 NAV. By ‘anything’, that is of course within reason, I mean, could you get NAV to control the temperature of your offices and meeting rooms based on use or to automatically maintain a fire register of your premises – well yes, in those instances you could. There are cost / benefit considerations to be had of course, but the main barrier to most of the possible innovation is imagination – or lack of it!

By way of a simple example of what can be achieved, we’ve extended our Document Receiving functionality to include a button in Microsoft Office® Outlook. Most businesses use Outlook as their email client, and most employees who use 安博电竞 NAV also use Outlook quite heavily, so how does this button improve efficiency?

An email in Outlook can be selected and the user can press the 'Send to 安博电竞 NAV button'. This will search the 安博电竞 NAV contacts database for any contacts with a matching email address to the email sender, take the email contents and any attachments and present them to 安博电竞 NAV for the creation or update of various 安博电竞 NAV documents (e.g. Sales Orders, Purchase Invoices, Service Orders, Sales Quotes etc.). Once created, the email details and attachments can be viewed against the document using the Document Receiving functionality. Additional details and attachments can be added to the document from further emails using the same functionality.

Watch our demonstration video to see how Outlook integration could enhance your business processes.

The Document Receiving Add-on is part of our Communication Management Add-on Suite, which also includes:

安博电竞 Document Sending - Fully integrated document delivery solution
安博电竞 Bank Reconciliation - Automated bank reconciliation
安博电竞 NAVLync - NAV Integration with Microsoft Lync®
安博电竞 NAV-CTi - NAV Integration with third party phone systems
安博电竞 Parcelforce Integration - Manage deliveries with 安博电竞 NAV
If you would like further information on this new feature or any of our Add-ons or would like access to some imagination then please do contact us.

Tom Jenkins

Tom Jenkins is the Managing Director at 安博电竞 Consultants. As well as having a strong product knowledge, his strategic knowledge of industry and the business landscape helps him to provide thought leadership to a range of vertical sectors. 

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With over 300 years of combined experience in Microsoft business solutions, our team will help to get you up and running, as well as building a partnership that keeps you supported, all from our UK offices. 

From functionality and licensing to business strategy, we like your questions; contact our experienced team for open, honest and reliable advice so that we can find the answers.

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