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.

4 Top tips from our Finance Directors

TES has worked alongside Charities and the Public Sector for over a decade. We know the demanding work that goes into running a successful organisation.
We constantly strive to assist our customers in increasing efficiency and streamlining their processes. During our research with finance directors we currently work with, we have established these top tips:

1. It’s easy to focus on money that is coming in, but focus on what you have.
Make the money you have work for you. It’s great to see the money coming in through fundraising or grants. But nothing is guaranteed, focus on what you have and make it work for your organisation. Track exactly when your grants are due. With our Budget Management Portal, all committed amounts have a due date, this allows you to easily see those commitments falling into the committed month or year.

2. Compare spend. Comparing spend from a previous project gives you an idea of what you’re potentially getting into.
Multiyear accounting enables you to budget as accurately as possible reducing the likelihood of coming in under, or over the projected cost. Our BMP allows you to view multiple years of accounts, be it calendar year or financial year. Open, view, compare, or close off as required.

3. Make it easy for your business users.
Structure your budget so it reflects the business units and activities that are meaningful to the user.
Filtered reports and system workflows ensures users aren’t cluttered by irrelevant information. This maximises the use of technology such as reporting portals, e-mails/SMS notifications, and mobile platforms, to make it as easy as possible for users to self-service budget data, and interact with approval activities.

4. Apply your budgetary controls pre-commitment.
This allows you to manage scope meticulously. Ensuring any extra hours, materials or spend is tracked so you stay as on, or close to budget as possible. When inputting data the decision maker is armed with the information to ensure they are making a wise decision. If you decide to set approvals you can also approve spend on the go using your mobile device.

All of these features can be found on our Budget Management Portal. Manufactured by Total Enterprise Solutions following a decade of working with Charities and Public Sector Organisations. Tailored with you in mind to ensure your data is, accurate, up to date, and secure.
If you would like any further information, or a Webinar to establish if this Microsoft Dynamic NAV add on would help your business, please do not hesitate to contact us.