Connector NAV / BC

The solution for data, document and communication exchange

Our modules support you in your day-to-day business. Hybrid and digital workflows are bundled and optimized. Your business communication is made easier, processes are automated and resources are freed for other relevant tasks. Our solutions are quickly integrated and bring you a clear increase in efficiency and cost savings in a short time. Thanks to modular licensing, you can start with exactly what you really need.

The modules

Module Basis

In all templates are many common and everyday communication requirements already integrated

Single and multiple processing by simply marking the lines
Batch sending for different document send profiles with different destination addresses, CC-BCC …, attachments
Status tracking with feedback and archiving of the original file and explicit time stamp
Additional storage option in existing DMS-systems
DropBox for any external documents for attaching and quickly retrieving information
Orders
Reminders - normal or with invoice as attachment file
„Book & process“ for different document dispatch profiles with different destination addresses, CC-BCC, printers, etc.
Segment dispatch with attachments and testmail-function
Contacts, DEB, KRE for mail and fax dispatch of external documents
Dropbox for contacts, DEB, KRE for attaching external correspondence

Module Mail

Whether single dispatch, multiple dispatch or batch dispatch - automated via queues

Control everything conveniently from Dynamics NAV / 365 Business Central at any time.
The dispatch route is also irrelevant and mixed operation is also possible. Simply set your desired requirements.

The following documents can be sent:

Offers, orders, blanket orders, sales complaints
Posted receipts - sales invoices, delivery notes, reminders...
Orders, purchase requests, delivery reminders...
Segment dispatch
Remittance advice
Paycheck

The fax is still a often used communication medium and an important component in the exchange of documents and information.

The connection of your fax machine to Dynamics NAV / 365 Business Central offers you the following dispatch options:

Single fax dispatch
Batch fax dispatch
Send faxes via segments or to customers, vendors or contacts
Booking & faxing
Fax mode as document dispatch profile in the matrix
Fax journal in the process and in the system
Transmission confirmation at the process
Fax communication archiving functions

Module Fax

Your benefits by using a digital paper

Stationary templates can be stored without knowledge of development/programming in Dynamics NAV / 365 Business Central
You only need one central print-output solution
Long and costly development and project efforts are eliminated
An individual adaption for the layout of Dynamics NAV / 365 Business
Central Standard is no longer necessary
The maintenance effort for possible duplicate report attachments is eliminated
Creation of correspondence without prior selection of layout or
PDF format by predefined configuration

Module pdfPaper

With the module Import, you have various options for processing incoming information in your company and attaching it to the corresponding processes.

DropBox

Simple attachment of information directly to the contact or to a process directly from Outlook
Archive in file/system or database
Central inbox folder
Manual filing and storage of various media with automated filing
Import of all documents and data of the inbox folder by activating an import button
Assignment of data to different departments for further processing and direct attachment to processes
Access to the original data and files at any time
Statistics function and filter function over all incoming documents
Link to activity log items

Module Import

The CTI - "Computer Telephony Integration" is an important part of the central corporate communication. Our solution creates the interface between your TAPI-enabled telephone system and Microsoft Dynamics NAV / 365 Business Central. You simply control your telephone calls directly in the system.

Useful functions:

Call by click from cards of Dynamics NAV / 365 BC
Open contact card for incoming calls
Note function for telephone notes
Call tracking on contact or case

Modul CTI

Dealing with day-to-day business mail is always time-consuming and costly.

The E-POST module lowers your costs, saves you time and opens up new avenues.

Your advantages and benefits:

Elimination of material costs such as paper, toner, printer, envelopes, stamps
Elimination of manual processing of letter mail, such as folding, bagging, franking
Saving time for material procurement, manual letter processing and maintenance work
One-click directly from your workplace
Time-independent processing
Work from a secure platform
Full control in Dynamics NAV / 365 Business Central by
shipping status and feedback of the shipments

Module EPost

Connector NAV / 365 BC not only controls your complete communication, but also saves all relevant information, including original data and documents at the corresponding process or contact, thus bringing all important information together in one place.

Your advantages:

Archiving of all documents of all document dispatch profiles
Archiving of original data, documents and information
Archiving of outbound and inbound connector processing
Archiving with a expilcit code, time stamp and user
Universal link to all common DMS and mail archives
Storage in the file/system or database
Access to archiving via process, contact or archive list
Link to activity log entries

Module Archive

The module XRechnung ensures a digital exchange of invoices including a control function with the following functions:

Expansion of the communication matrix and simple maintenance of the route ID in the matrix
Sales invoices booked | booked sales credits | booked service invoices | and much more
Creation of XML XRechnung file, test report and PDF file
Optional control function and test report of the creation: notification of incorrect information
Validation server for control also possible locally
All processes at a view thanks to the status display
Complete documentation because the original files can always be accessed
In combination with the module Mail, all files created are sent as attachments if the data is correct. If there is incorrect data in the XRechnung, the invoice is not sent and reported back
Checking the route ID for correct syntax
Attachments wrapped in XML

Module XRechnung

With the Connector NAV / 365 BC module SMS you expand your communication options directly from your system.

SMS as a tool of communication for the fast exchange of information

Sending the status of a delivery, repair completion or pick-up orders to customers and suppliers
Use of the SMS Manager as an advertising tool for regular customer notifications
All functions centralized and traceable
Single SMS also bulk SMS dispatch
SMS text can be used individually or as a text template with placeholders
all SMS activities in an outgoing and feedback journal
are logged and archived

Module SMS

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With the Connector NAV / 365 BC module SMS you expand your communication options directly from your system.

SMS as a tool of communication for the fast exchange of information

Sending the status of a delivery, repair completion or pick-up orders to customers and suppliers
Use of the SMS Manager as an advertising tool for regular customer notifications
All functions centralized and traceable
Single SMS also bulk SMS dispatch
SMS text can be used individually or as a text template with placeholders
all SMS activities in an outgoing and feedback journal
are logged and archived