Microsoft Dynamics NAV integration

The importance of integration: Build profitable relationships

Updated: April 25, 2006

Without positive, enduring relationships your business will not exist. Your community of customers, business partners, and vendors is what keeps you around. It is in your best interest to make it easy and rewarding for them to engage with your organization. To begin, they need to be able to exchange information and documents with you easily.

Create positive, enduring business relationships

Too many times, businesses unknowingly discourage their customers and partners from a more productive relationship. Companies make it hard for these parties to find and exchange data and documents or force them to engage in costly, inefficient processes that need much manual intervention, such as faxing business documents.

Microsoft Business Solutions−Navision software helps reduce much of the administrative burden of managing relationships with customers and partners. Customers and partners can take care of many of their own needs, at their convenience, and your employees can engage with them in high-value interactions.

By integrating with other Microsoft technologies, Microsoft Dynamics NAV gives you the technological foundation for productive business relationships with customers and partners.

Microsoft Dynamics NAV uses the ground-breaking technology of Microsoft BizTalk Server 2004 to connect processes and software systems between you, your partners, and your customers. Microsoft BizTalk Server is a key component in any Microsoft Dynamics NAV solution.

Microsoft Dynamics NAV Commerce Gateway helps facilitate your business-to-business relationships and transactions by making it possible to trade business documents between Microsoft Dynamics NAV and other systems. To accomplish this, Microsoft Dynamics NAV Commerce Gateway uses Microsoft BizTalk Server and Navision Application Server and XML schemas. The solution automatically updates any information passing through Microsoft Dynamics NAV Commerce Gateway in Microsoft Dynamics NAV.

Microsoft Dynamics NAV Commerce Portal enables efficient interactions with your customers and partners by using the Internet. Customers can access your company through a Web portal, where they quickly find real-time information and use self-service capabilities to take care of business. They can check order status, submit an invoice, look up product information, and perform other tasks, depending on the business roles and access you arrange for them.

Microsoft Dynamics NAV Commerce Portal synchronizes data between the Microsoft Dynamics NAV Database Server and the Microsoft SQL Server database, so data is always consistent and current.

How Microsoft Dynamics NAV helps improve business relationships

The following chart presents a summary of important business roles, limiting factors these roles may experience in business relationships, and how Microsoft Dynamics NAV helps to address these factors.

Key Business RolesLimiting Factors in Business RelationshipsBusiness Benefits of Microsoft Dynamics NAV

Chief financial officer (CFO)

Sales revenue might not meet company goals

Employees consumed with inefficient, expensive business processes

Improved ability of sales to focus on results and achieve revenue targets

Efficient, low-overhead processes for managing customer and partner relationships

Chief technology officer (CTO) and IT group

Unable to integrate data sources and provide insight into customer and partner relationships, histories, and transactions

E-Mail used as the main tool to exchange documents and information with partners and customers, making it hard to track exchanges and keep information available

In Navision Commerce Gateway, business documents are mapped and exchanged between Microsoft Dynamics NAV and other systems with great ease and reliability, so processes and relationships are transparent

Integration of Microsoft Dynamics NAV with Microsoft Biztalk Server keeps business data updated and reliable

Navision Commerce Portal streamlines customer and partner relationships and transactions

Business data is stored and synchronized in both Microsoft Dynamics NAV Database Server and Microsoft SQL Server database, so information is always complete and dependable

Vice president (VP) sales

Risk of losing customer loyalty as well as repeat and referral business

Increased competitive risk

Sales and service associates unable to access customer data with ease and serve customers efficiently

Provide higher level of service to customers by making information and business documents available to them

Better opportunity for building and retaining productive partner and customer relationships

Higher customer satisfaction and loyalty resulting from capability to take care of business themselves

Increased likelihood of winning customer repeat and referral business

Operations and line-of-business managers

Expensive, inefficient customer and partner relationships requiring manual processes

Lack of insight and control of: employee interactions and relationships with customers and partners

Streamlined, cost-effective processes for working with customers and partners, including self-service capabilities

Easy access to information about partner and customer relationships, histories, and interactions helps maintain business focus

Trading partner

Problems in exchanging information and doing business with company

Connect to company processes and data through Navision Commerce Portal to perform basic business functions, review information, and take care of own needs

Customer

Problems in exchanging information and doing business with company

Connect to company processes and data through Navision Commerce Portal to perform basic business functions, review information, and take care of own needs


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