Unlock the Power of Dynamics NAV with AutoPilot

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Unlock the Power of Dynamics NAV with AutoPilot

Table of Contents:

  1. Introduction
  2. Overview of Autopilot Software
  3. Understanding the Pilot Monitor
  4. Examples of Autopilot Pilots 4.1 Monthly Vendor Reports 4.2 Thursday Sales Reports 4.3 Weekly Reports
  5. End-of-Month Processes
  6. Daily Email Service Orders
  7. Importing Sales Orders
  8. Convert Web to NAV Orders
  9. Send Order Acknowledgement
  10. Send Shipping Acknowledgement
  11. Get Vendor Price List
  12. Daily End of Day Processes
  13. Notify Service Manager/Technician
  14. Send Quality Control/Calibration Reminder
  15. Salespeople's Open To-Do List
  16. Send Catalog to Customers
  17. Send Vendor Catalogs to Vendors
  18. Conclusion

AutoPilot Software for Dynamics NAV Installation

Introduction

Welcome to this overview of AutoPilot software for your Dynamics NAV installation. This software is designed specifically for NAV 2013, 2013 R2, and will soon be available for NAV 2015 as well. In this article, we will explore the concepts and capabilities of AutoPilot, providing you with an understanding of what it can do for your installation. If you have any further questions or require additional information, please don't hesitate to contact us.

Overview of AutoPilot Software

AutoPilot software is designed to automate various processes within your Dynamics NAV installation. It offers a range of pilots, each consisting of multiple actions, which can be selected and executed as per your requirements. The software provides real-time monitoring of these pilots through the Pilot Monitor, allowing you to track their progress and activity. You can customize the delivery methods and recipients for each pilot, making it highly flexible and tailored to your specific needs.

Understanding the Pilot Monitor

The Pilot Monitor is a crucial component of the AutoPilot software that allows You to manage and track the activities of the different pilots. It provides a real-time view of the status and progress of the pilots, giving you an overview of what is currently happening within the system. You can see which pilots are running, their delivery details, and the last pilot that was executed. This information enables you to stay informed and ensures that you are in control of the automated processes.

Examples of AutoPilot Pilots

Let's explore some examples of AutoPilot pilots to give you a better understanding of what this software can achieve.

Monthly Vendor Reports:

  • Actions: Vendor Trial Balance
  • Delivery: Email, Fax, or other methods
  • Recipient: Specific recipient(s)

Thursday Sales Reports:

  • Actions: AR Aging, Sales Back Order Report, Outstanding Purchase Order Report
  • Delivery: Automatic delivery every Thursday
  • Recipient: Multiple recipients

Weekly Reports:

  • Actions: Top 10 Report by Salesperson, Customer List by Salesperson, Weekly Sales Report
  • Delivery: To be configured as per your requirements
  • Recipient: Configured recipients as required

End-of-Month Processes:

  • Actions: Adjust Cost, Post Cost routines
  • Delivery: Based on specific requirements
  • Recipient: To be determined as per your needs

Daily Email Service Orders:

  • Actions: Distribute daily service orders to technicians
  • Delivery: Email
  • Recipient: Technicians

Importing Sales Orders:

  • Actions: Monitor for receipt of orders, Import orders into NAV
  • Delivery: Automatic import and notification
  • Recipient: Sales Manager

These are just a few examples of the many pilots available in AutoPilot software. Each pilot can be customized to suit your specific requirements, allowing you to automate repetitive processes and streamline your operations.

Conclusion

AutoPilot software offers a range of capabilities to automate processes within your Dynamics NAV installation. It provides flexibility, customization options, and real-time monitoring, allowing you to save time and enhance efficiency. By automating tasks such as generating reports, importing orders, and sending acknowledgments, you can focus on more critical aspects of your business. If you have specific requirements or would like further information, please contact us for a detailed presentation and to explore how AutoPilot can benefit your organization.

Highlights:

  • AutoPilot software streamlines processes in your Dynamics NAV installation.
  • The Pilot Monitor provides real-time monitoring of pilots and their activities.
  • Examples of pilots include monthly vendor reports, sales reports, and end-of-month processes.
  • AutoPilot automates tasks such as email service orders, importing sales orders, and sending acknowledgments.
  • Contact us for a detailed presentation and to explore how AutoPilot can benefit your organization.

FAQ:

Q: Can AutoPilot software be used with any version of Dynamics NAV? A: AutoPilot is specifically designed for NAV 2013, 2013 R2, and NAV 2015.

Q: Can the delivery methods be customized for each pilot? A: Yes, you can choose the delivery method (email, fax, etc.) for each pilot.

Q: Can I monitor multiple pilots simultaneously? A: Yes, you can run multiple pilots simultaneously and monitor their activities in real-time.

Q: How can AutoPilot software help streamline my operations? A: AutoPilot automates repetitive processes, saving time and improving efficiency in tasks such as generating reports, importing orders, and sending acknowledgments.

Q: How can I get a detailed presentation of AutoPilot software? A: Please contact us to schedule a presentation and discuss your specific requirements.

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