Integration SuperOffice CRM Microsoft Dynamics AX ” a change is made only once, all systems that...
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Transcript of Integration SuperOffice CRM Microsoft Dynamics AX ” a change is made only once, all systems that...
![Page 1: Integration SuperOffice CRM Microsoft Dynamics AX ” a change is made only once, all systems that require this change will be automatically updated” ”if.](https://reader030.fdocuments.in/reader030/viewer/2022032702/56649ca55503460f9496637e/html5/thumbnails/1.jpg)
IntegrationSuperOffice 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”
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Create a new customer or supplier from SuperOffice to Microsoft
Dynamics AX
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Create new customer/supplier.If the customer or supplier is not in
Microsoft Dynamics. Press Add link.
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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)
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Check if the data is correct and press the Create button
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Ledger number (customer/supplier) from Microsoft Dynamics is automatically updated (after F5 Refresh)
The fields that are synchronised appears on the contact.
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In Microsoft Dynamics AX the customer is created with correct information. New
customer number is assigned and sent to SuperOffice.
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In Microsoft Dynamics AX the customer is created with
correct information. New customer number is assigned and sent to
SuperOffice.
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Synchronisation of customers and suppliers.
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We change the address 2 from Mailbox 123 to Mailbox
123 City Center.
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In SuperOffice the postal address is now updated
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Synchronisation of contacts
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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.
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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
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LogCompleted changes
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ReportingSuperOffice 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"
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Open customer entries
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Open customer entries.Open and overdue entries.
Sorted by oldest overdue entry.Overdue entries are RED.
Open entries are BLUEAll amounts are inclusive VAT
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We want to look into one of the open customer entries in Microsoft Dynamics and
then press the Invoice Number
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Details from the invoice.
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Menu.If overdue customer entries is
selected, only overdue customer entries will show.
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Shows only overdue entries
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Shows the not-overdue entries
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View the statement of the account from the client
ledger.
For your choice of period.
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Showing Budgeted and Actual numbers divided up
by period / year.
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Optional period.Choose from:
- All historical data- This period
- Last 3 months- Last year
- Two years ago
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Offers / Orders
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Offers/Orders.This column shows the orders and offers that are registered in Microsoft Dynamics.
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We open an order to see what is delivered and what
is remaining
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MenuWe can choose between
Orders / OffersOnly OrdersOnly Offers
Orders divided by product or by requisition number
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Orders divided by product.We choose one of the
products by clicking on a product number.
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This product is found in several orders.
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Invoice history
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InvoiceMenu that shows-Invoice history-Only invoice
-Only credit note-Divided by product-Divided by seller
- By Requisition number
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Details from the invoice.
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Invoice divided by product.
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Invoice divided by seller.