Built-in Document Management

alsol

Hey there,

A customer is using NAV 2009 Classic Client, Outlook Exchange and Sharepoint. Since they have only Microsoft technology it is quite surprising that there is no integration between these tools. Their goal is to have all documents (Emails, PDF, DOC, ...) in NAV connected with the appropriate record.

Of course there is the attach function but everything needs to be linked manually. So we are looking for ideas how we could integrate everything without using another software. So for example, the emails sent to a customer for a sales order should be attached to the sales order and it should be possible to see them on the customer card as well. Nothing needs to be safed in the database, the link functionality is ok.

So one idea I had was to create a report which searchs in a predefined folder for documents with keys. Then the report could create the links to the record in NAV. Are there any other ideas on this topic? Looking forward to your thoughts.

Best regards