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Key Benefits
Automatic issuing of notifications to
customers and vendors of quotes,
invoices, shipments, statements,
reminders and more.
Automatic capture of notification
replies into record linked standard
PDF documents that also can be
textindexed and searched using
Sharepoint.
Fully customizable notification
infrastructure complete with multi-
language notification templates.
Easy to extend with new notification
types and processes.
Robust server based windows ser-
vice. No installation on workstations
is needed.
Matriks Automate will automate your business with
notifications and reduce work hours, postage and sta-
tionery costs by delivering NAV reports electronically.
With outbound and inbound communication stored in
text-indexed PDFs, business correspondace are quick-
ly and easily located. This means that any queries can
be handled quickly and efficiently to improve the ser-
vice you offer.
Automatically filing of business correspondace will
consistenly make it available for collaborative work-
ing. This streamlines key business processes, which in
turn reduces costs for your business.
Every notification that Matriks Automate sends out is
tracked so that whenever a reply arrives, it will be
stored in the same PDF and in the same context.
Replies are simultaneously sent to the inbox of the
correct sales/purchaser person.
All of this happens automatically and behind the scene.
No user discipline or training is required.
Microsoft Dynamics NAV Business
Automation
Overview
Matriks Automate 2
Matriks Automate is a trademark of Matriks A/S, www.matriks.com
•
•
•
•
•
Matriks Automate dialogs are PDF documents
with collections of e-mails that relate to the
same initial notification.
No customers have the same needs. There-
fore Matriks Automate can easily be extened
with new notification types to better suit the
individual customer requirements.
Dialogs
Customization
• Min. Microsoft Dynamics NAV 2009 SP1
• Granule 2140 and 9100 for NAV server *1
• Granule 2510 or 1260 for Web Services *1
• Min. Windows 2003 for Automate Service.
• .NET framework version 4.
• Optional: NAS for Classic Reports.
*1 Also required for Classic Client enviroments.
Requirements
Fact Sheet, 19.06.2011, Matriks Automate 2.00
Matriks Automate is written in .NET with
extensive error handling and rich logging.
For example, to ensure maximum uptime,
the administrator is immediately notified by
email if a problem arise, so that action can
be taken.
Robust
Matriks Automate is simple to install and
simple to setup. It comes with its own con-
figurator that ensures that you cannot start
the service before all requirements has been
meet.
Simple
Conveniently, record-links to dialog PDFs
are automatically created in Dynamics NAV
where it makes sense.
Integration

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automate2

  • 1. Key Benefits Automatic issuing of notifications to customers and vendors of quotes, invoices, shipments, statements, reminders and more. Automatic capture of notification replies into record linked standard PDF documents that also can be textindexed and searched using Sharepoint. Fully customizable notification infrastructure complete with multi- language notification templates. Easy to extend with new notification types and processes. Robust server based windows ser- vice. No installation on workstations is needed. Matriks Automate will automate your business with notifications and reduce work hours, postage and sta- tionery costs by delivering NAV reports electronically. With outbound and inbound communication stored in text-indexed PDFs, business correspondace are quick- ly and easily located. This means that any queries can be handled quickly and efficiently to improve the ser- vice you offer. Automatically filing of business correspondace will consistenly make it available for collaborative work- ing. This streamlines key business processes, which in turn reduces costs for your business. Every notification that Matriks Automate sends out is tracked so that whenever a reply arrives, it will be stored in the same PDF and in the same context. Replies are simultaneously sent to the inbox of the correct sales/purchaser person. All of this happens automatically and behind the scene. No user discipline or training is required. Microsoft Dynamics NAV Business Automation Overview Matriks Automate 2 Matriks Automate is a trademark of Matriks A/S, www.matriks.com • • • • •
  • 2. Matriks Automate dialogs are PDF documents with collections of e-mails that relate to the same initial notification. No customers have the same needs. There- fore Matriks Automate can easily be extened with new notification types to better suit the individual customer requirements. Dialogs Customization • Min. Microsoft Dynamics NAV 2009 SP1 • Granule 2140 and 9100 for NAV server *1 • Granule 2510 or 1260 for Web Services *1 • Min. Windows 2003 for Automate Service. • .NET framework version 4. • Optional: NAS for Classic Reports. *1 Also required for Classic Client enviroments. Requirements Fact Sheet, 19.06.2011, Matriks Automate 2.00 Matriks Automate is written in .NET with extensive error handling and rich logging. For example, to ensure maximum uptime, the administrator is immediately notified by email if a problem arise, so that action can be taken. Robust Matriks Automate is simple to install and simple to setup. It comes with its own con- figurator that ensures that you cannot start the service before all requirements has been meet. Simple Conveniently, record-links to dialog PDFs are automatically created in Dynamics NAV where it makes sense. Integration