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Datahaven for Dynamics NAV Overview

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Uploaded on Sep 9, 2011

For best results, watch at 1080p in full screen mode. We all know that working with documents and email is difficult and inefficient for Microsoft Dynamics users. But it doesn't have to be this way.

Datahaven for Dynamics builds on the latest advances in the Microsoft Dynamics NAV platform—including web services, client extensibility, and the role tailored client—to deliver an innovative document management user experience that makes working with documents and email intuitive, flexible, and efficient.

Datahaven is not just an innovative document management solution. Its powerful technologies have helped companies like Exel Transportation Services generate triple digit returns on their investment.

Exel Transportation Services is a leading contract logistics, supply chain management, and freight management services company based in the United States. The company offers value to its customer base by providing sector-focused logistics services that Exel tailors to meet each customer's specific needs.

Companies like Exel are constantly searching for technologies that will help them better manage increased transaction volumes—while also decreasing their administrative cost.

With configurable folder and list displays that are embedded directly into the familiar Dynamics user interface, Datahaven users enjoy an intuitive document management user experience that is as simple as dragging an email attachment from Outlook and dropping it onto a Dynamics record.

With this simple act, Datahaven for Dynamics automatically names the document using Dynamics metadata and links it to the record displayed and its related records. Datahaven makes all of these named and linked documents available instantly and securely to users from within the Dynamics NAV interface and to anyone else in an organization from within the familiar Outlook interface.

Datahaven's innovative document management user experience transforms the common navigation function in dynamics into an activity that provides complete document visibility at any transaction or entity level.

Users have immediate access to all or any subset of related documents based on the record, the each user's security permissions, and how each user wants to see the related documents, whether in a basic list view or in configurable folder hierarchies that a user can choose from on the fly as a specific task may require.

Without Datahaven, geographically-dispersed users who do not have a dynamics license would have to suffer through time consuming and frustrating process—lots of internal phone calls and emails, not to mention lost documents—all to accomplish something as simple as approving the payment of a small invoice.

With Datahaven's innovative Outlook integration, Dynamics and non-Dynamics users alike can simply view the document in workflow, review and add notes and annotations if needed, and click the appropriate button to route or approve the document and send it on its way—all from directly inside of Outlook.

Leveraging Datahaven's Outlook integration further, users can easily find any document related to any Dynamics transaction whether they have a full Dynamics license, a Dynamics light user license, or no Dynamics license at all.

They can even drag an invoice emailed by a vendor into a document-driven workflow so that it can be instantly and automatically routed and made available to all of the correct people in an organization—no more repeated phone calls and emails between departments...

Using Datahaven's advanced OCR engine can further reduce the time, expense, and frustration associated with processing documents such as invoices. With its unique click-n-key data entry function, Datahaven enables an accounts payable clerk to simply click on areas of the document to capture header data and line item details. Not only is this process simple, fast, and accurate—it actually "teaches" the OCR engine and automatically creates a unique fingerprint for each vendor's invoice format. There is no need to involve technical resources to set up invoice templates.

No matter the size, complexity, or transaction volume of your organization, Datahaven for Dynamics offers a compelling, cost-effective document management solution that will generate a significant return on your investment.

Microsoft Dynamics users will always work with documents. But how easily they file them, how efficiently they process them, and how quickly they access them will never be the same. Datahaven for Dynamics. The simplicity of Outlook. The power of Dynamics.

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