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How it benefits you |
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Export to Microsoft Excel
Just click on the Microsoft Excel icon in any Microsoft Dynamics NAV window. |
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Work fast and hassle- free in Microsoft Excel spreadsheets. Integration to Microsoft Excel makes everyday tasks much simpler and less time-consuming. There’s no need to jump from one application to another. For example, let’s say a sales manager needs to hand out a customer list to his team, but he wants to modify it in Excel first. He simply clicks on the Export to Microsoft Excel icon in Microsoft Dynamics NAV. Then he can use Microsoft Excel as usual, adding columns and inserting comments with additional information, such as the responsible account manager, a priority number and more information about each customer. |
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Export to Microsoft Word
Just click on the Microsoft Word icon in any Microsoft Dynamics NAV window. |
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Use Microsoft Word formatting when you need it. It’s just as easy to export data to Microsoft Word as it is to Microsoft Excel. If a salesperson wants to send a customer a letter, for example, she can export all the necessary information from the customer card in Microsoft Dynamics NAV directly into a sales letter style sheet in Microsoft Word.
The salesperson might also want to export information that requires a calculation, for example, a price list with availability of products. Once the data is exported, the salesperson can continue to use Microsoft Word as usual: adding headings, making text bold, inserting pictures, and so on. |
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Synchronization with Microsoft Outlook
Users can synchronize common tasks in Microsoft Dynamics NAV with tasks in Microsoft Outlook. |
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Easier and faster to manage adminis trative tasks. People can schedule meetings, manage contacts, and send e-mail messages in just one program, and the data will automatically be updated in both Microsoft Dynamics NAV and Microsoft Outlook.
In fact, any field from any table in Microsoft Dynamics NAV can be synchronized with Microsoft Outlook. The only limitations are what your own administrators decide to restrict on a given user. |
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Commerce Gateway
Map and trade business documents between Microsoft Dynamics NAV and other systems. |
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Exchange of data with Microsoft BizTalk Server is cost efficient. Tight integration helps you reach out to new trading partners. You can exchange data cost-efficiently regardless of the system a trading partner uses or the standards they require. Information sent or received is automatically updated in Microsoft Dynamics NAV. This eliminates the need for manual data entry and significantly increases data accuracy.
What’s more, Microsoft BizTalk Server works with the Microsoft Dynamics NAV Application Server to automate – and speed up – transactions like sales-order handling, for example. This improves service and makes you more attractive to new trading partners. |
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Record links
Makes unstructured information from all kinds of sources easily available via links in Microsoft Dynamics NAV. |
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Links to unstructured data increase productivity. Companies often have a lot of relevant information they need to refer to in unstructured formats and sources like emails and web sites. In Microsoft Dynamics NAV, you can add links to any web site or file stored on the document management system such as Microsoft SharePoint. For example, you could create links from an item in Microsoft Dynamics NAV to a product web site, a video demo of the product, images of the product, or to other documents created in Microsoft Office. Links can be created in any form in Microsoft Dynamics NAV.
Record links can also be moving links. This means that when the same information is automatically moved from one area in an application to another, the link will follow. For example, links created in quotes are automatically copied to the relevant sales order when it is created, and to the invoice when it is posted. |
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Integration to Microsoft Windows Live Local Search
Makes it easy to get a map and driving directions to a customer or business partner’s location directly from Microsoft Dynamics NAV. |
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Streamlines the everyday task of finding your way to customers and business partners. Integration to this feature expands on your business solution to give you access to a valuable, time-saving function. You just click a button next to the relevant address in Microsoft Dynamics NAV, on the customer card, for example, and then follow the simple driving directions on the screen. You can also print out a map and step-bystep directions. You can view, print out maps, and get driving directions between any two addresses stored in the system. |
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Built-in Business Analytics
Takes advantage of the capabilities of Microsoft SQL Server Analysis services so you can present meaningful information in an attractive way |
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Helps people make sound decisions fast. It’s easier for employees to access, extract, view and analyze their Microsoft Dynamics NAV business data and information quickly. Users can work with Microsoft Dynamics NAV data in Microsoft Excel. And with tools such as online analytical processing (OLAP) enabled by Microsoft SQL Server, they can draw upon table relations within Microsoft Dynamics NAV for a multi-dimensional view of data. These cubes can be accessed in a reporting application tool, such as Microsoft Excel or the Business Analytics Advanced Viewer. |
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Integration with Microsoft SharePoint
Makes it easier for employees to access and share relevant information. |
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Get the right information to the right people. You can easily store and share information from Microsoft Dynamics NAV with your people. For example, if a manager wants to make weekly sales reports available to salespeople in the field, the manager can maintain the list in just one place. The relevant salespeople (who have been given access rights) can then view the sales report via Employee Portal. Employee Portal connects Microsoft Dynamics NAV to Microsoft SharePoint to give people a simplified view of important business data on their own personalized intranet home pages without having to be trained in Microsoft Dynamics NAV. |
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