After a long wait, it’s now time: EASY Archive 7 is now available to you for release as a beta [...]
Add central functions for document management and revision-proof storage to your Microsoft Dynamics NAV solution with EASY for Dynamics NAV. Capture incoming and outgoing data in Microsoft Dynamics NAV simply via drag-and-drop – for every modeled business process and almost every data type, from scanned documents and records to email and on to other digital information media. With our Navision interface, that happens right in the ERP client on the relevant objects for the operational processes, such as creditors, receivables, items, facilities, orders and projects. In addition, all incoming and outgoing NAV records which are required to be retained in order to obey legal regulations are archived revision-proof.
Of course, the EASY for Dyn NAV Factbox also integrates seamlessly into the Dynamics NAV client. For example, the list view: This way, it is possible to see archived documents in all list displays (processes, creditors, receivables, items, posted records, etc.) – without opening the individual process. That is how our Navision interface works: without a break in the user experience, easy to use, practical and well integrated.
Accounts receivable card shows the display of the Factbox using the example of a creditor card. With our Navision interface, the same is possible for all other cards in NAV. That way, you always have quick access to what you need, depending on processor and authorizations. Switching between programs is a thing of the past. Thanks to the ideal integration of the Factbox in the Microsoft Dynamics ERP client.
Searching in the archive can also be done natively in the ERP client with EASY for Dynamics NAV – a highly praised feature of our Navision interface. Here a possible search result in the archive via a process with the respective archived documents.
“With EASY for Dynamics NAV, the EASY Archive could be directly linked to our Dynamics NAV. As a result, we are able to display the associated archive documents directly from all NAV processes and archive new documents very simply by drag & drop via the EASY Dropzone.”
Marc Hüfing, Head of Information Technology, DK Recycling und Roheisen.
“Thanks to the integration of the interface in our Dynamics NAV, we see the individual archived documents for all processes, receivables, creditors and so on without having to switch the client. We can now see at a glance which offers, delivery notes and invoices have already been created within an order.”
Michael Gugler, Leitung ECM-Services, GEMDAT OÖ.
The features, the high degree of integration, the Microsoft certificate as well as the user acceptance make our Navision interface to something special.
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The interface process requires a document item to be created at the end of archiving, along the same lines as the accounting processes in NAV. These document items can be browsed according to all of the metadata that has been forwarded to the items.
For the “simple” archive connection, you require the EASY for Dynamics NAV interface and an EASY archive. This includes all of the DMS functions with the exception of invoice functionalities, for instance. An extra connector is required for this.
Yes, this function is also located in the purchasing area.
In other words, I want to use the Adaptive Schema between D5 and EE.x and “only” communicate from NAV with Documents 5. EASY for Dynamics NAV communicates with the archive server at regular intervals. A direct connection with Documents has been tested as a project solution.
We currently support Business Central versions 13 and 14 OnPrem. With the release of EASY for Dynamics 365 BC APP, we are attempting to achieve cloud compatibility starting from version 14. A compatibility to version 15, which will be released on 1.10.2019, will follow in the course of October.
Posted receipts can be resent by e-mail at any time. Currently there is no module and no extension for specialist invoicing solutions. This needs to be specified separately.
Currently this is not possible. However, we are working with our development team to implement this requirement.
There is no interface to Jira in the standard system.
If the tickets are stored in the archive from Jira, they can be imported and linked to NAV using the import function. However, this would have to be clarified in detail with a project consultant.
Integration into Documents exists in the form of the EASY Invoice solution. The EEX archive supports the interface.