Integration SuperOffice CRM Microsoft Dynamics NAV

1. ”a change is made only once, all systems that require this change will be automatically updated” ”if a new customer , supplier or project is created, the integration will automatically update all other systems that need this in their registry” Integration SuperOffice CRM Microsoft Dynamics NAV

2. Create a new customer or supplier from SuperOffice to Microsoft Dynamics NAV

3. Create new customer/supplier. If the customer or supplier is not in Microsoft Dynamics. Press Add link.

4. If there is a customer in Microsoft Dynamics with a similar name, this will be presented in a list. If the correct client already exists in Microsoft Dynamics they can be linked together.If the customer is not in the list, choose: Create customer (Supplier / Coop)

5. Check all data and press Create

6. Ledger number (customer/supplier) from Microsoft Dynamics is automatically updated (after F5 Refresh) Which fields that are synchronised appear on the contact.

7. In Microsoft Dynamics NAV the customer is created with correct information. New customer number is assigned and sent to SuperOffice.

8. Synchronisation of customers and suppliers.

9. We change the address 2 from Mailbox 123 to Mailbox 123 City Center.

10. In SuperOffice the postal address is now updated

11. Synchronisation of contacts

12. There are no contacts that are synchronised, but there are two contacts in SuperOffice that are not synchronised. Press the Edit persons to create these in Microsoft Dynamics NAV.

13. Select which contacts found in SuperOffice, and which are not synchronised . Select which contacts found in Microsoft Dynamics and which are not synchronised. Is there a contact person in both systems, mark each person in both boxes and use the <->.Is the contact person only in one of the systems, use the Add

14. LogCompleted changes

16. "With the complete overview of orders and delivery status, open records and historical bill, you can increase the level of service and your customer relationships." "Project overview from project accounts to journal level creates full control in the project" "The opportunity to open a copy of all electronic vouchers / invoices will streamline your business" Reporting SuperOffice CRM <- Microsoft Dynamics

18. Open customer entries

19. Open records.Open and overdue items.Sorted by oldest overdue entries.Overdue items are RED.Open records are BLUEAll amounts are inclusive VAT

20. We want to look into one of the open records in Microsoft Dynamics and press the Invoice Number

21. Details from the invoice.

22. Menu. If overdue entries is selected, only overdue entries will show.

23. Shows only overdue entries

24. Shows the not-overdue entries

25. For your choice of period. View the statement of account from the client ledger.

26. Showing Budgeted and Actual numbers divided up by period / year.

27. Optional period.Choose from:- All historical data- This period- Last 3 months- Last year- Two years ago

28. Offers / Orders

29. Offers/Orders. This column shows the orders and offers that are registered in Microsoft Dynamics.

30. We open an order to see what is delivered and what is remaining

31. Menu We can choose between Orders / Offers Only Orders Only Offers Orders divided by product or by requisition number

32. Orders divided by product. We choose one of the products by clicking on a product number.

33. This product is found in several orders.

34. Invoice history

35. Invoice. • Menu that shows • Invoice history • Only invoice • Only credit note • Divided by product • Divided by seller • By requisition number

36. Details from the invoice.

37. Invoice divided by product.

38. Invoice divided by seller.