perfect as a duet: document management as an add-on for Microsoft Dynamics NAV
While the strengths of Microsoft Dynamics NAV lie in classic ERP functions, document management systems impress with essential functions for capturing, distributing, storing, processing and archiving documents. So what could be more obvious than combining the best of both worlds?
By integrating document management functions into Microsoft Dynamics NAV, the ERP system unfolds its full potential. Business processes can be controlled holistically and within a single application. The comparison of master data in the ERP system with document information from the document management add-on enables partially or even fully automated workflows.
In addition to the legal conformity described above, new efficiency benefits are even emerging. Media disruptions are avoided, which, in turn, minimizes the risk of errors when processing business transactions. The example of the following workflow illustrates the synergy effects created by combining the document management add-on and the ERP system:
- A customer requests a quote by email. A sales employee creates a quote in Microsoft Dynamics NAV.
- The sales employee sends the quote to the customer by email. The document management system archives both the email and the quotation.
- The customer asks for the quote to be updated by telephone. The sales employee updates the quote in Microsoft Dynamics NAV.
- The original quote will now disappear in the quote and order archive of Microsoft Dynamics NAV.
- However, thanks to archiving in the document management system, the sales employee can still access the entire quotation history.
- This way, all processes, including emails, are documented in a traceable and tamper-proof manner.
