Using NAV Outlook Client on iPhone

Today I held presentation about features in NAV 2017 and D365 for Financials. When I presented working with NAV 2017 in Outlook, I remembered that I had never show how we can use NAV (or D365 for Financials) in Outlook on the phone. I’m not sure if someone wrote about this and I want to give you some directions about it.

If you use standard Office application on your phone, you can not use this App for NAV/Financials. But we still can provide it. If you have iPhone, you can download OWA for iPhone from App Store. When you install this app, you can use all features as we used on standard desktop or online Outlook about NAV/Financials, but you need to use the latest update of Office 365 for business.

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When you install and login as Office 365 user, you can notice that when you receive mail, you will see small add-in Financials/NAV. You can use this add-in or if you have some document link, just click on link and open a document. You can see all standard information as on standard Outlook or edit something. On the same way, you can run this add-in from calendar as well.

If you want to have everything the same on your iPad, just download the same App and repeat all steps.

Final List of My Lectures – Fall 2016

I’ve already wrote about my sessions during this fall conferences, but now I have the final agenda for all conferences where I’ll attend. If you want to come on some of my lectures, I’ll be happy and I’ll try to help you as far as I can.

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Directions NA, Chandler, AZ, US

Directions EMEA, Prague, Czech Republic

MS Sinergija, Belgrade, Serbia

NAV TechDays, Antwerp, Belgium

Create an Invoice from Outlook Calendar in Project Madeira

I’ve already wrote about using integration of Outlook and Project Madeira. If you use Exchange Online, you can use a lot of automation. As I wrote in my last article, everything I used is based on Project “Madeira” currently demo features, but I expect we will have minimum the same in new NAV 2017. But OK, we will still wait with this until we get the official new release.

I older articles, I showed you how to use this kind of integration in emails, but now we can use some automation in Outlook Calendar as well. If we make an appointment to make some invoice for example, when we open this appointment we will notice Project “Madeira” button.

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Using this, system will as us what contact we want to use and when we choose one of them we will get all necessary information about him. Now, we can make new quote, invoice, order or credit memo for him if we want. We can add everything we want in this document without leaving the Outlook Calendar. When I finish, I can send this document on approval or just post or post and send.

On my first picture, I captured how it looks like in Outlook Online, but everything is a possible using desktop Outlook (as I noticed, you just must use Exchange Online). If we use desktop Outlook and open the same appointment, we can notice two buttons. The first is about Contact Insights and the second is intended for directly creating a new documents. You can type a new document directly in the right part of appointment or click on “Pop Out” button (you can use this in online and desktop versions as well) to get independent window for easier way of typing.

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And when you finish everything is the same as in online version. Now you can choose to work in Project “Madeira” or in NAV from email or from calendar and it will make your daily business faster for sure.

Microsoft Dynamics 365!

Today, Microsoft published story about Microsoft Dynamics 365 on Partner Source and on their blog. And in the same moment, they’ve also published Microsoft AppSource. What is this?

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Microsoft says that this represents the end-to-end intelligent business applications in the cloud and it will be worldwide available in the fall of this year. Generally Dynamics 365 will bring the best of Dynamics ERP and CRM solutions and currently it is based on Project “Madeira” (but not only; we can expect the enterprise edition of Dynamics 365 based on AX) and CRM Online, but not only on them. It will provide the main business processes as Finance, Sales, Customer Service, Field Service, Operations, Marketing and Project Service Automation.

And even more. This is not closed system. This system is natively integrated with big data and IoT, Power BI, Cortana Intelligence, Microsoft Flow,… everything what you need and when you need. Classic Software-As-A-Service story, but very advanced. I think I don’t need to spend my words about integration with Office 365; this integration will be extremely deep (you already saw just a part of this in my previous article about using “Madeira” with Outlook).

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And of course, if you want to know something more about it, the best is to attend on WPC during the July. Microsoft will provide three session about this new solution. You can also see more about it on Summit this year (Scott Guthrie will speak about it) and I hope on Directions.

You can expect more from me about this soon. But this is just small the first introduction about new solution in the family; remember this name – Microsoft Dynamics 365.

Project Madeira with Desktop Outlook

In my few previous articles, I showed you how you can use Project “Madeira” with Outlook. But in all these posts, I used Outlook Online. You can also do everything the same in Desktop Outlook. You just must use Exchange Online.

Because of that, I want to show just some example in Desktop Outlook using Office 2016. You can use all examples I already showed. In this my small example, I got an email about some Invoice Issue from client.

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In this case, you just need to run “Desktop Links” add-in and Outlook will open your invoice in email body. For example, I’ll make an invoice correction and change discount fro 5% to 10% and re-post and re-send invoice to my customer.

You just need to choose Correct and system will make and post credit-memo, the same as invoice and create new invoice with the same data. You will change everything you want and choose “Post and Send”. System will post this invoice and create new email with this invoice in attachment as PDF.

But we have something more. In the right corner, we can find “Contact Insight” button and when we run it, we will get all information about this customer in the right pane. This pane is interactive and that means you can click on any data and you will get new information here.

Also, you can find “New” button and we can create all sales and purchase documents from this place. I think almost all functionalities in the Online and Desktop Outlook are mostly the same, but Desktop Outlook experience is even better.

Advanced Scenario with Project Madeira and Outlook

I think in my few previous posts, I’ve already showed some very interesting Project “Madeira” feature in collaboration with Office 365 and Outlook. Now, I will finish this small story with the some more advanced business scenario.

I got an email from my client where he asks an offer for some items. As I expect, because he is my old client, “Madeira” automatically recognized him and gave me possibility to see his company contact card or him as my customer. This second info is more useful for me.

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On this card, I can see his balance, past due balance, overdue as a chart and few interesting tiles with information about his existing quotes, orders, invoices, credit memos, posted documents… If I want to see details about his balance, I need just to click on amount and I’ll get all information from Customer Ledger Entry; again everything in mail Outlook client. I can see posted document from this entry or edit if I want it…

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And the same situation is if I click on amount in the chart. I also can use these tiles to see all documents with details from this default place.

OK, I decided I’ll give him an Offer. From this customer card, I can make new Sales Quote (I can make other sales document as well). As I expected, system noticed me that he has overdue balance, but I will live with this risk J. Now, I just need to fill what he wanted on quote and choose Send by email.

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System will automatically create new email with attached Quote as PDF and all necessary information in mail body. And I just need to click Send. When I get confirmation, I will continue with working making an Invoice and sending approval request. And after that I’ll choose to Post and Send this invoice.

As you saw, we can make almost all sales business processes without leaving our Outlook client. And this is not everything we can; this is only part of possibilities. But we can see all of these in only few months. I am really waiting to see this product in production environment.

Invoices in Project Madeira via Outlook

Few days ago, I wrote article about working with contacts in Project ‘Madeira’ via Outlook. Now,  want to show something more about integration with Office and Outlook.

What if you get an e-mail with invoice number in mail body? Outlook will underline this number and make link to your actual invoice in NAV if you just click on it. Beautiful.

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If invoice with this number doesn’t exist, system will offer you to search document in all your sales and purchase documents. You just need to choose type of documents, and you will get list of your documents as bricks. Impressive.

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But what when you find your documents? First, you can continue to work with this document in your mail body or you can choose to open it in new window for a better visibility. And then, you can choose a lot of actions, everything from your e-mail (you don’t need to open your Madeira client during all these actions).

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If I choose the first option (Send), system will just make a reply mail with this Invoice in PDF as attachment with the basic details about this invoice in a mail body.

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But you can make a different actions as well. Maybe you need to correct this posted document (system will automatically create and post Credit memo and create new document) or you want to create a Credit memo or change your payment service… Everything of this is possible, but only if this contact is connected with your customer.

There are still more possibilities, but in some other article… Currently we can say, Project ‘Madeira’ promises a lot.