INVU:Connector for Microsoft Dynamics™ NAV

The INVU: document management system is a market leading solution and a giant leap towards the ultimate goal of the ‘paperless’ office. With Cambridge Online's INVU: Connector for Microsoft Dynamics™ NAV, electronic and scanned documents can be linked directly to transactions, contacts and companies.

Through the intelligence storage and retrieval of both scanned and electronic documents INVU: transforms the way that information flows through organisations:

provides instant retrieval of business information across different systems and departments
facilitates improved decision making as information is easily shared across the entire organisation
reduces search time when looking for crucial documents
creates a framework for document storage that speeds up the audit process and enables organisations to design processes that meet compliance requirements

For Microsoft Dynamics™ NAV customers this functionality can be embedded into their financial system or ERP solution. Cambridge Online has designed a plug-in which allows documents from the INVU: electronic inbox to be directly linked to transactions, companies or contacts stored within Microsoft Dynamics™ NAV.

Once the link has been established then each document can be opened directly from the Microsoft Dynamics™ NAV environment.

This neat plug-in vastly improves workflow efficiency and business transparency and is highly recommended for anyone considering purchasing INVU: alongside Microsoft Dynamics™ NAV. The plug-in is available to both Cambridge Online clients and other solution providers interested in delivering solutions with the best possible user experience.

Automatic Indexing using Microsoft Dynamics™ NAV Data

Using the INVU:Connector for Microsoft Dynamics™ NAV, the INVU document index fields are automatically populated using your Microsoft Dynamics™ NAV data - saving time and eliminating user error.

With INVU document management software, each and every letter, order, invoice, receipt, fax, email, picture, diagram, presentation you name it is sorted and stored electronically. INVU provides advanced document retrieval features based on multi-level, custom index fields within each document.

Customisable Indexing

The Microsoft Dynamics™ NAV data fields applied to the INVU document indexes are defined by you and can vary for each Microsoft Dynamics™ NAV data table. The flexibility of the INVU:Connector allows you to apply custom Microsoft Dynamics™ NAV fields and tables as indexes.

Context Sensitive Document Retrieval within Navision

The INVU:Connector provides one-click access to INVU documents directly from Microsoft Dynamics™ NAV forms. Document retrieval is automatically based on the context of the Microsoft Dynamics™ NAV form data enabling direct access to the relevant.

Standard Integration with Navision

The INVU:Connector is provided with full links and one-click access within Microsoft Dynamics™ NAV Sales & Receivables and Purchase & Payables Granules. This includes Customers, Sales Quotes, Sales Orders, Sales Invoices, Credit Memos, Vendors, Purchase Quotes, Purchase Orders, Purchase Invoices and Purchase Credit Memos.

Extendable Integration

The INVU:Connector can easily be extended by a Microsoft Dynamics™ NAV Certified Professional to integrate in other Microsoft Dynamics™ NAV granules – including custom forms. The one-click access can easily be applied to Microsoft Dynamics™ NAV Card Forms and Navigate forms. With simple configuration you can define the indexes to apply based on each Microsoft Dynamics™ NAV table.

* Microsoft Dynamics™ NAV was formerly known as Microsoft® Business Solutions-Navision®
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