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.

iphonenav1.jpg

iphonenav2.jpg

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.

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.

MadeiraCal1.jpg

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.

MadeiraCal2.jpg

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.

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.

MadeiraDesktopOutlook1.jpg

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.

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.

MadeiraInvoice1.jpg

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.

MadeiraInvoice2.jpg

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).

MadeiraInvoice3.jpg

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.

MadeiraInvoice4.jpg

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.

Contacts in Project Madeira via Outlook Client

In the last few articles about Project ‘Madeira’, I wanted to show how to configure it and some basics about usage and limitations. Now, I want to show you how we can use Project ‘Madeira’ using our Outlook. First, just to know, to do it we need Exchange Online (I’m using O365).

In this example, I’ve got an e-mail from unknown person. If we use a small icon on the top on e-mail, system will as us what to do with this contact.

MadeiraOut1.jpg

If I choose to add this contact as a contact in my Project ‘Madeira’, I can associate this contact with some of the companies… And everything without leaving my Outlook. If we don’t know how to use some of the fields, we need just to click on this field caption and we will get a small help.

MadeiraOut2.jpg

Now if we want to edit this contact, we can do it using “Edit” button. Or if this is not so comfortable to you, you can choose “Pop Out” button to open this contact in independent window. We also can run some other processes, eg. creating opportunity, creating interaction, checking or creating a quote… or run statistic or send some of the reports (in file format you want).

MadeiraOut3.jpg

If you run e-mail from this person some other time, system will recognize her as a contact. If this contact is not connected with a company, system will offer you this possibility. And everything is a live with your ‘Madeira’ database. You don’t need to leave your Outlook page.

Sales Quote in NAV from Outlook “after NAV 2016”

Few days ago during the WPC in Orlando, Microsoft has showed one of great news after NAV 2016. You can use NAV directly from Outlook in Office 365 with new NAV Mail Add-in. With this add-in, you will have your NAV pages and data in your mail.

Using this feature you can save your time because you will not have to change pages between your NAV and Office 365 and finding related data; you can finish all your sales process only in Outlook but using NAV data in background. Outlook can easy recognize your Outlook contacts and quickly prepare sales quote or invoice for example. We will still wait more about this great new feature, but now it look like awesome. Cannot wait Next+1 🙂 …

mpnav_nav_outlook