In July, Microsoft released an update for its cloud-based solution “Project Madeira”. This offers the users some interesting new expansions in addition to a number of small improvements.
The innovations mostly affect the interaction between “Project Madeira” and Outlook, the improvement of the sales documents and the connection to Dynamics CRM.
New features in Microsoft Outlook
Outlook now is equipped with certain new functions. From an appointment in the Outlook calendar, you can directly open the “Project Madeira” add-in, for example, in order to get an overview over the customer associated to the respective meeting. It is even possible to create and send an invoice for the appointment – without leaving the application.
A further possibility is, to send e-mail attachments (e.g. invoices as a pdf file) directly from the Outlook add-in to the list of “Incoming Documents” in “Project Madeira”. Then they can be forwarded to an OCR service which converts the received information into a digitally useable format. The entire process is carried out in the Outlook add-in. By the way, the user will also be informed there as soon as a software update is available.
Expansion of sales and delivery documents
The sales documents in “Project Madeira” have been expanded with a number of important fields. The changes now allow information in relation to the transport service and the tracking number to be recorded, which allows a better traceability for the delivery of goods.
Adding own article attributes
Inventory articles can now also be labelled with various characteristics. The user can define his own types of attributes (e.g. colour, country of manufacture or size) and add these to the articles in addition to the built-in item characteristics. The inventory can subsequently be filtered using the various attributes. This makes the search for specific articles easier for both the user and the customer.
Linking with Microsoft Dynamics CRM
“Project Madeira“ already contains basic customer relationship management and opportunity management. If the available functions are not enough, it is now possible – supported by a setup guide on the Business Manager homepage – to create a link to the Microsoft Dynamics CRM in order to use its comprehensive features (e.g. in the area of marketing and customer service). This means that data from “Project Madeira” and information from the CRM can be connected seamlessly.
Further additional expansions can be installed via the “Extension Management” webpage. These include the verification and correction of all addresses in “Project Madeira”, as well as a simplified migration of data (e.g. customers, vendors and items) from Opera or Sage to “Project Madeira”.