Ron Halversen, vice-president of sales and marketing at Clarity Ventures, demonstrates how Clarity's eCommerce solutions integrate with Dynamics NAV. 

Hi. Ron from Clarity. This video will demonstrate a few of the workflows from our Clarity eCommerce framework to Microsoft Dynamics Navision (NAV) Integration Solution. While there are typically standard workflows for each connector we develop, they can be completely customized to meet your business needs.

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Also, as a modular architecture, once we develop a connector to an application, that allows us to integrate any application to that app. So we can integrate our eCommerce solutions to any CRM, ERP and supply chain, or integrate any storefront, omnichannel, or portal to NAV using the connectors we're demoing here.

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Let's take a view of Connect in action. So this is a client of ours that's had Microsoft Dynamics NAV integration to Clarity CEF. Here are some of the tasks that the connector will be running. CEF orders to NAV, NAV accounts to CEF, NAV invoices to CEF, NAV orders back to CEF, NAV products to CEF. Typical projects can have anywhere from a couple to dozens of tasks that will be run. So let's pop into CEF and quickly purchase this item. I've sped the time up taken here, because I wanted to show it to you in case you wanted to pause to view any of the screens. But most importantly to show that this is an online or web order, number 345 in CEF.

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Now that it's purchased, we've turned off Connect so we can show you which job is triggered to process the orders. We click on the process CEF orders to NAV and click trigger now. We then go to jobs, processing and click on the job running. We can see below that there were three jobs waiting to be picked up and processed. And in just over four seconds, they've been processed and are now sitting in NAV.

So here we see the NAV order. Right here, we've created a custom order number called web-345, which was our order. You can also see that Dynamics NAV is generated its own order key as well and we can drill into the order to accept and update the order for the integration return trip of an order status update.

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For this client, when an order is placed, the default status is "full payment received" if it was paid for with a credit card. In NAV, we're updating the dates to indicate that the order has been accepted and has been sent to manufacturing for processing. We'll quickly pop in the updated dates. Now we'll go back to Connect and we'll trigger the NAV orders to CEF task, which is updating three orders, including here at the bottom, our web-345 order we just updated.

Here's a quick view of the out-of-the box email notification that the order had been received and is in processing that was sent to client. Now, when we check our order, we can see that the NAV-assigned ID has been updated and our status has now changed from "full payment received" to "processing."

So that's a quick round trip of a sales order being processed from an online store management system to the back-office ERP, and then the company confirming the order, an order notification email sent to the customer, and the customer's order status being updated back in the portal.

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So in summary, we registered on the Clarity eCommerce portal, which was verified with NAV that we were a new user, so it created the contact record within the ERP. We then purchased a product in the eCommerce and synced the sales order into NAV, associating it to the contact record. And finally, we updated the order by modifying the estimated production and shipping dates, which, when synced back to the custom order, changed the order status from full payment received to processing, letting the user know that their order was approved and sent to manufacturing.

For more information on integrating and improving your business processes, give us a call or visit us online at clarity-ventures.com. Thanks for watching.

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CHRIS REDDICK: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Pharetra diam sit amet nisl suscipit adipiscing bibendum est. Aliquet lectus proin nibh nisl condimentum id venenatis. Mattis molestie a iaculis at erat pellentesque. Sem et tortor consequat id. Quis auctor elit sed vulputate. Eleifend quam adipiscing vitae proin sagittis nisl rhoncus mattis rhoncus. Leo in vitae turpis massa sed elementum tempus. Tempor orci dapibus ultrices in iaculis nunc sed. Nibh tortor id aliquet lectus. 

RON HALVERSEN: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Pharetra diam sit amet nisl suscipit adipiscing bibendum est. Aliquet lectus proin nibh nisl condimentum id venenatis. Mattis molestie a iaculis at erat pellentesque. Sem et tortor consequat id. Quis auctor elit sed vulputate. Eleifend quam adipiscing vitae proin sagittis nisl rhoncus mattis rhoncus. Leo in vitae turpis massa sed elementum tempus.

CHRIS: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Pharetra diam sit amet nisl suscipit adipiscing bibendum est. Aliquet lectus proin nibh nisl condimentum id venenatis. Mattis molestie a iaculis at erat pellentesque. Sem et tortor consequat id. Quis auctor elit sed vulputate. Eleifend quam adipiscing vitae proin sagittis nisl rhoncus mattis rhoncus. Leo in vitae turpis massa sed elementum tempus.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Pharetra diam sit amet nisl suscipit adipiscing bibendum est. Aliquet lectus proin nibh nisl condimentum id venenatis. Mattis molestie a iaculis at erat pellentesque. Sem et tortor consequat id. Quis auctor elit sed vulputate. Eleifend quam adipiscing vitae proin sagittis nisl rhoncus mattis rhoncus. Leo in vitae turpis massa sed elementum tempus. Tempor orci dapibus ultrices in iaculis nunc sed. Nibh tortor id aliquet lectus. Elit ullamcorper dignissim cras tincidunt lobortis feugiat. Id venenatis a condimentum vitae sapien pellentesque habitant. Vel facilisis volutpat est velit egestas dui. A pellentesque sit amet porttitor eget dolor. At in tellus integer feugiat scelerisque. Elementum curabitur vitae nunc sed velit dignissim sodales ut eu. Vel quam elementum pulvinar etiam. Est ullamcorper eget nulla facilisi etiam dignissim diam quis enim. Non nisi est sit amet facilisis magna etiam tempor orci. Condimentum lacinia quis vel eros donec ac odio tempor.

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CHRIS REDDICK: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Pharetra diam sit amet nisl suscipit adipiscing bibendum est. Aliquet lectus proin nibh nisl condimentum id venenatis. Mattis molestie a iaculis at erat pellentesque. Sem et tortor consequat id. Quis auctor elit sed vulputate. Eleifend quam adipiscing vitae proin sagittis nisl rhoncus mattis rhoncus. Leo in vitae turpis massa sed elementum tempus. Tempor orci dapibus ultrices in iaculis nunc sed. Nibh tortor id aliquet lectus. 

RON HALVERSEN: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Pharetra diam sit amet nisl suscipit adipiscing bibendum est. Aliquet lectus proin nibh nisl condimentum id venenatis. Mattis molestie a iaculis at erat pellentesque. Sem et tortor consequat id. Quis auctor elit sed vulputate. Eleifend quam adipiscing vitae proin sagittis nisl rhoncus mattis rhoncus. Leo in vitae turpis massa sed elementum tempus.

CHRIS: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Pharetra diam sit amet nisl suscipit adipiscing bibendum est. Aliquet lectus proin nibh nisl condimentum id venenatis. Mattis molestie a iaculis at erat pellentesque. Sem et tortor consequat id. Quis auctor elit sed vulputate. Eleifend quam adipiscing vitae proin sagittis nisl rhoncus mattis rhoncus. Leo in vitae turpis massa sed elementum tempus.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Pharetra diam sit amet nisl suscipit adipiscing bibendum est. Aliquet lectus proin nibh nisl condimentum id venenatis. Mattis molestie a iaculis at erat pellentesque. Sem et tortor consequat id. Quis auctor elit sed vulputate. Eleifend quam adipiscing vitae proin sagittis nisl rhoncus mattis rhoncus. Leo in vitae turpis massa sed elementum tempus. Tempor orci dapibus ultrices in iaculis nunc sed. Nibh tortor id aliquet lectus. Elit ullamcorper dignissim cras tincidunt lobortis feugiat. Id venenatis a condimentum vitae sapien pellentesque habitant. Vel facilisis volutpat est velit egestas dui. A pellentesque sit amet porttitor eget dolor. At in tellus integer feugiat scelerisque. Elementum curabitur vitae nunc sed velit dignissim sodales ut eu. Vel quam elementum pulvinar etiam. Est ullamcorper eget nulla facilisi etiam dignissim diam quis enim. Non nisi est sit amet facilisis magna etiam tempor orci. Condimentum lacinia quis vel eros donec ac odio tempor.

 

Easy Connections to Dynamics NAV

As you can see, integrations with Dynamics NAV is an excellent way to keep your eCommerce business booming. We'd love to show you what we can do.

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