Presentation on theme: "Integration SuperOffice CRM Microsoft Dynamics AX ” a change is made only once, all systems that require this change will be automatically updated” ”if."— Presentation transcript:
Integration SuperOffice CRM Microsoft Dynamics AX ” 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”
Create a new customer or supplier from SuperOffice to Microsoft Dynamics AX
Create new customer/supplier. If the customer or supplier is not in Microsoft Dynamics. Press Add link.
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)
Check if the data is correct and press the Create button
Ledger number (customer/supplier) from Microsoft Dynamics is automatically updated (after F5 Refresh) The fields that are synchronised appears on the contact.
In Microsoft Dynamics AX the customer is created with correct information. New customer number is assigned and sent to SuperOffice.
Synchronisation of customers and suppliers.
We change the address 2 from Mailbox 123 to Mailbox 123 City Center.
In SuperOffice the postal address is now updated
Synchronisation of contacts
In AX there are none contacts which is synchronised. In SuperOffice there are two contacts which is not synchronised. Press the Edit persons button to create these in Microsoft Dynamics AX.
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 function
Log Completed changes
Reporting SuperOffice CRM <- Microsoft Dynamics "With the complete overview of orders and delivery status, open records and the history of all invoices, you can increase the level of service and your customer relationships." "Project overview from project accounts to journal level, let you get complete control over the project" "The opportunity to open a copy of all electronic vouchers / invoices will streamline your business"
Open customer entries
Open customer entries. Open and overdue entries. Sorted by oldest overdue entry. Overdue entries are RED. Open entries are BLUE All amounts are inclusive VAT
We want to look into one of the open customer entries in Microsoft Dynamics and then press the Invoice Number
Details from the invoice.
Menu. If overdue customer entries is selected, only overdue customer entries will show.
Shows only overdue entries
Shows the not-overdue entries
View the statement of the account from the client ledger. For your choice of period.
Showing Budgeted and Actual numbers divided up by period / year.
Optional period. Choose from: - All historical data - This period - Last 3 months - Last year - Two years ago
Offers / Orders
Offers/Orders. This column shows the orders and offers that are registered in Microsoft Dynamics.
We open an order to see what is delivered and what is remaining
Menu We can choose between Orders / Offers Only Orders Only Offers Orders divided by product or by requisition number
Orders divided by product. We choose one of the products by clicking on a product number.
This product is found in several orders.
Invoice Menu that shows -Invoice history -Only invoice -Only credit note -Divided by product -Divided by seller - By Requisition number