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Microsoft Dynamics NAV 2017 – Deeper Office 365 integration

Microsoft’s goal while developing the new Dynamics NAV version 2017 has been connecting the two worlds of Dynamics NAV and Office 365 as closely as possible. The principal focus is the expanded interaction with Outlook.

An Outlook add-in offers the possibility to access the financial data or information of his business contacts and customers from Outlook and to produce and send quotes to them directly.

Outlook integration in Dynamics NAV 2017
Outlook integration in Dynamics NAV 2017

The mentioned functions are normal pages that can be expanded by developers at any time according to the requirements in each case.

Professional e-mail templates can be generated, containing images and invoice information with items, amounts, due dates and payment conditions. The templates can be used when sending e-mails to the customers.

Document layouts in Dynamics NAV 2017
Document layouts in Dynamics NAV 2017

The front pages of the e-mails are generated in RDLC or Word report layout using NAV Report and enable a uniform appearance of all e-mails with attached PDF documents. The distribution of company-wide standardized templates ensures consistent appearance towards the customer – regardless of the message sender and the recipient device. The opportunity to create different layouts for different occasions (e.g. seasonal business) provides for particular flexibility.

E-Mail with attached PDF invoice
E-Mail with attached PDF invoice

Optimal interaction through contact Synchronisation

In addition, Dynamics NAV 2017 allows the user to get the contacts from the ERP system synchronised with Office 365 by means of contact synchronisation without leaving the application. In this way, for example, contacts can be added and updated in Outlook and subsequently synchronised with Dynamics NAV 2017. The contact synchronisation can be performed not just manually, but also daily or weekly with the automatic background synchronisation. A contact filter in Dynamics NAV ensures that only the required contacts are synchronised.



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