integration superoffice crm microsoft dynamics ax ” a change is made only once, all systems that...

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”

Create a new customer or supplier from SuperOffice to Microsoft

Dynamics AX

Create new customer/supplier.If the customer or supplier is not in

Microsoft Dynamics. Press Add link.

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)

Check if the data is correct and press the Create button

Ledger number (customer/supplier) from Microsoft Dynamics is automatically updated (after F5 Refresh)

The fields that are synchronised appears on the contact.

In Microsoft Dynamics AX the customer is created with correct information. New

customer number is assigned and sent to SuperOffice.

In Microsoft Dynamics AX the customer is created with

correct information. New customer number is assigned and sent to

SuperOffice.

Synchronisation of customers and suppliers.

We change the address 2 from Mailbox 123 to Mailbox

123 City Center.

In SuperOffice the postal address is now updated

Synchronisation of contacts

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.

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

LogCompleted changes

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"

Open customer entries

Open customer entries.Open and overdue entries.

Sorted by oldest overdue entry.Overdue entries are RED.

Open entries are BLUEAll amounts are inclusive VAT

We want to look into one of the open customer entries in Microsoft Dynamics and

then press the Invoice Number

Details from the invoice.

Menu.If overdue customer entries is

selected, only overdue customer entries will show.

Shows only overdue entries

Shows the not-overdue entries

View the statement of the account from the client

ledger.

For your choice of period.

Showing Budgeted and Actual numbers divided up

by period / year.

Optional period.Choose from:

- All historical data- This period

- Last 3 months- Last year

- Two years ago

Offers / Orders

Offers/Orders.This column shows the orders and offers that are registered in Microsoft Dynamics.

We open an order to see what is delivered and what

is remaining

MenuWe can choose between

Orders / OffersOnly OrdersOnly Offers

Orders divided by product or by requisition number

Orders divided by product.We choose one of the

products by clicking on a product number.

This product is found in several orders.

Invoice history

InvoiceMenu that shows-Invoice history-Only invoice

-Only credit note-Divided by product-Divided by seller

- By Requisition number

Details from the invoice.

Invoice divided by product.

Invoice divided by seller.