Matriks Automate and Matriks Doc is an add-in for Microsoft Dynamics NAV



Print E-mail

 

Matriks Automate och Matriks Doc är tilläggsmoduler till Microsoft Dynamics NAV som kan automatisera och snabba upp din affärskommunikation med mejl och dokument.


matriks

Matriks Automate

How much time does your business spend on following up reminders and sending Dynamics NAV reports manually?

With Matriks Automate your company can save a lot of time otherwise spent on repetitive processes where you send emails with reminders and reports.

Matriks Automate may automatically attach and send relevant Dynamics NAV reports attached as PDF documents in an email. Matriks Automate may also automate the sending of reminders and have credit card payments in these emails.

Each distribution is made, Matriks Automate automatically generate from templates with pre PHP core texts.

Every email sent out by Matriks Automate can be tracked and stored as a conversation. When an e-mail responses may arrive Matriks Automate add it to the existing conversation and so you can easily follow all emails sent in the case.

All this with Matriks Automate occurs in the underlying software and need no special training. You do not even install software on each client.

 

 

Key features of Matriks Automate

  • Matriks Automate automates the creation of standard e-mail to customers, suppliers or internally from templates
  • Matriks Automate may automatically create and send payment reminders based on different templates and different times.
  • Matriks Automate automatically sorts the responses received by mail, to the right user / process.
  • Matriks Automate provides the opportunity to have credit card payments in the e-mail.

 

o

o

Matrics Doc

 

Using Matriks Doc, you can easily manage your documents in Microsoft Dynamics NAV. Instead of saving all documents in binders, you can now insert these documents into the relevant part of Dynamics NAV, such as product sheets, item cards or save important documents on the customer card. This means that you will find your documents by using the same procedures that you are accustomed to in Dynamics NAV.

With Matriks Doc document management, your company can also create smooth standard templates for letters, quotes, price lists, spreadsheets, etc. that are created directly from Microsoft Dynamics NAV.

Matriks Doc is integrated with Dynamics NAV's links. All documents are stored externally, making it easy to integrate Matriks Doc with Microsoft Sharepoint, SkyDrive, Windows Live or other services such as Google Desktop.

 

Key features in Matric Doc

  • Easy to create Word / Excel templates in Matriks Doc Designer
  • Easy to link scanned documents to customer / item cards
  • Easy to keep track of all documents in NAV
  • Easy to import all possible file types, for example. PDF, JPG, TIFF, HTML, DOC, etc.

 
Download attachments:
More in this category: Send SMS from Microsoft Dynamics NAV to customers and suppliers »