With Office 365, Dynamics NAV 2017 can invoice your customers based on entries in your Outlook Calendar. Taking the calendar appointment bas reference, you can open Dynamics NAV to get an overview of the customer associated with the appointment and subsequently create and send an invoice with PDF or OCR attachments for the services provided in the meeting. Quick and Smart huh?
Experience Office 365 with Dynamics NAV 2017
Send direct invoices to your customers from your Office 365 calendar service appointment and attach invoices in PDF documents. These generally are in machine-readable format so that invoice information automatically adds to Dynamics NAV.
Every time a customer has sent an email, the system identifies the customer. The user can then create a document in NAV from Outlook. The header creates automatically. The user can then manually add lines. This document can then be send in pdf format directly back to the customer.
The moment a newly added contact sends an email, the user is questioned whether he wants to create a new contact, which is possible through Outlook.
A vendor sends an email with a Purchase Order. The user can create the Purchase Invoice, send it for approval, send the Order to OCR and post the transaction all from Outlook.
Insightful Business Intelligence embedded within Dynamics NAV 2017
Get started with #POWERFUL Business Insights by using the Dynamics NAV content pack with POWER BI. This is available within your Dynamics NAV 2017 Role Center. The content pack provides simple and easy to understand reports with visually enriched charts and the FUN part is that you can personalize it to suit business requirements.
Generate Financial Statements easily with Dynamics NAV 2017’s New Business Manger Profile
Generate Statement of Cash Flows report and Statement of Retained Earnings in Dynamics NAV 2017. Configure variety of KPI Visuals in the Business Manager Profile Dashboard.
Generate Financial Reports in a Newly Customized Way with Dynamics NAV 2017
It is a set of Account Categories in Ledger Accounts, which is possible to map with the Chart of Accounts. This helps utilize categories accounts for reporting purposes. End users can use a predefined set or customize their own categories. Account schedules update automatically while making changes to the mappings.
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