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How can powerful email automation for Microsoft Dynamics NAV help your business?

How can powerful email automation for Microsoft Dynamics NAV help your business?

Have you ever thought about how many of your daily tasks involve sending emails? How much time would you save by being able to send these emails automatically, rather than hitting “send” on each one?

If you are interested in a solution that allows you to do this, read on.

The solution

Zetadocs Delivery is a powerful emailing automation software for Microsoft Dynamics NAV that allows you to personalize and send NAV reports such as invoices and customer statements automatically. These emails can be personalized with NAV data, while related attachments are added based on the content of the email.

Zetadocs Delivery in practice

Each organization has its own processes that would benefit from Zetadocs Delivery, but here are a few common examples:

  • Sales order processing and electronic invoicing: Instantly deliver order confirmations & invoices via email, drastically reducing the cost and time of invoicing
  • Purchase to Pay: Confirm purchase orders via email and send remittance advice directly from NAV – saving time and effort
  • Collections management: Overcome inefficiencies in your customer’s business by ensuring they have all the information they require to hand, such as customer statements or reminders

Join our webinar on “How to become paperless and achieve a fast ROI” to see a demonstration of how Zetadocs Delivery works. The webinar takes place on

Wednesday 14th February 12:30 – 13:00 and you can register here.

Tax Payment

Microsoft Dynamics NAV, Microsoft Dynamics 365 for Finance & Operations, Business Edition – Making Tax Digital?

As Her Majesty’s Revenue and Customs (HMRC) service strive to become one of the most digitally advanced tax administrations in the world, tax going digital is a hot topic. HMRC want to make the tax system more effective, efficient, and easier for customers to comply with.

What does that mean for you? Making Tax Digital will be enforced in Phases.
Initially businesses in the UK will be required to start using the Making Tax Digital system in April 2019, but only to meet VAT obligations. This is going to be a trail and the UK government has said they will not extend this requirement of Making Tax Digital for business beyond VAT until the system has proven to work, and certainly not before April 2020. This is all aimed to make it easier for both businesses and individuals to stay on top of their tax related affairs.

How does Microsoft support Making Tax Digital?
Microsoft are working to ensure that the supported UK versions of Microsoft Dynamics 365 for Finance and Operations, Business edition, as stated in the Microsoft Lifecycle Policy, will comply with the Making Tax Digital initiative.
VAT reports are already supported electronically, and the technical requirements of the initiative are being discussed between Microsoft and HMRC. There are advisory groups set up to ensure that Microsoft functionally support Making Tax Digital before it takes effect for businesses.

Here are some FAQ’s:

If you want to know more about the foundations for Making Tax Digital, please see this page from the UK government.

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Embracing the fear of digital transformation

Are you thinking of undertaking a digital transformation? Are you not convinced by the sparse roadmap of Microsoft Dynamics GP, and want to trade your license in for Microsoft Dynamics NAV? Moving all your infrastructure into the cloud but not sure where to start? Change is good for you, don’t fear the digital transformation.

Here at Total Enterprise Solutions we have a bespoke methodology that we have reviewed and refined to ensure even the biggest of transformations run smoothly. Technology is ever changing and there is no doubt the success of your organisation is key to keeping up with the times.

At TES we work collaboratively with your organisation to empower your employees and the NAV system users to guide them through the transition. We know that change is sometimes seen as fearful and when surveyed, three-quarters (74%) of UK leaders surveyed agreeing that alterations in tasks create anxiety among employees and almost half (49%) also find employees express fear of change when digital transformation initiatives are introduced. So, what can you do combat these fears?

Microsoft’s 5 ways to embrace fear

1. Reframe the language. Be clear and transparent about what you are doing and why you’re doing it. Highlight the benefits to employees alongside benefits to the business, and try to bring the changes you want to life through personal stories, rather than buzzwords that might turn people off.

2. Be clear that you encourage experimentation and are accepting of failure on the path to success.  Show this through words but also through your actions.

3. Be proactive in allowing teams the time and space to experiment, so they feel engaged in finding solutions and new ways of working with digital technologies.

4. Be empathetic and flexible, rather than rule driven. Empathic leadership promotes a sense of team and increases productivity, morale and loyalty.

5. Encourage employees to team up and put processes in place that foster a culture of dialogue, conversation and feedback, as opposed to imposing ways of working on people.

From your initial expression of interest, business analysis and scoping, training, through to go live, we have a dedicated team to take you through your journey. From sales, to project managers and your dedicated account manager, from the moment you join the TES community you’ll be supported. We always strive to build long term relationships so customer service and support is paramount to us.

If you would like to enquire about further training for your team with Microsoft Dynamics NAV we can help. If you’re thinking of joining the TES community and want to see if we’re the right partner for you, just drop me an email at Samantha.shaw@totalenterprisesolutions and I will endeavour to answer your questions.

You can download the complete document the Microsoft tips came from in our Downloads section.

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Paper – what is it costing your business?

You may have an idea how much time and money paper is costing you and your business. If you do, the facts below may resonate with you. If you are don’t, they may surprise you!

Did you know?

  • 68% of paper used in an office is wasted*
  • 1.5 hours per week per worker is wasted looking for documents and information misplaced or lost**
  • This equates to £557m worth of time wasted per week
  • 20% of workers recreate documents they can’t find***

 

If using paper is wasting your time and money, you should attend our webinar on “How to become paperless and achieve a fast ROI”, to be held on Wednesday 14th February.

 

Register now

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How much do you rely on paper?

Paper remains at the heart of many businesses today, despite us living in the digital age.

SMEs, in particular, still rely on paper-based processes and believe there are too many challenges to overcome in order to reduce this reliance. However, there are some easy-to-implement steps you can take if paper is costing you time and money, and the benefits of going paperless are well worth striving towards.

The benefits
There are a range of processes that are still carried out using paper by numerous companies. These include sales order processing, supplier invoice processing, expense management, collections management and proof of delivery tracking.

Some of the benefits of moving these processes from paper and onto your screen include:
• Saving time and costs by producing, sending, filing, approving and retrieving documents automatically and electronically, rather than manually using paper
• Improving customer service by helping your finance, sales and customer services teams respond more quickly to enquiries by having everything on screen
• Reducing your carbon footprint by cutting the amount of paper that your company prints, stores and delivers

Learn more
We are hosting a webinar with our partner Equisys, who specialize in document and expense management software for Microsoft Dynamics NAV. During this, we will discuss:
• The challenges involved in going paperless
• The facts behind how much time and money paper is costing businesses in the UK
• Practical steps you can take to reduce your reliance on paper
• How other mid-sized businesses have become paperless

Join this free webinar on Wednesday 14th February at 12:30 – 13:00 if you’d like to discover ways to reduce your paper usage and achieve a fast return on your investment

Click HERE to register.