2. INTOGRATE Integrating Dynamics NAV with Lotus Notes
Utilize and protect IT investments.
INTOGRATE is the product to use, if you have or planning to have both NAV and Lotus Notes.
INTOGRATE assures, that you can utilize their existing IT environment without the need for implementing new collaboration systems, if you choose NAV.

3. Lotus Notes Dynamics NAV 3 versions: General ledger Fixed Assets Mail
Calendar
ToDo’s
Contacts
Workflow
Approvals
Document handling
E-Commerce
Intranet …
General ledger
Fixed Assets
Sales and receivables
Relationship Mgmnt.
Service management
Purch. and Payables
Inventory
Warehouse Mgnmt.
Manufacturing
Cap. Reqts. Planning
Resources
Jobs
Human Resources
Commerce Portal
Help
3 versions:
INTOGRATE is an extension of NAV, that replaces the Microsoft Outlook interface.
Basically INTOGRATE is a tool for the NAV programmer enabling him or her to develop specific integration solutions from NAV to Lotus Notes.
As all programming is done inside NAV it is possible to honor the existing business logic in the ERP system.
Most integration solutions can be made even without any modifications in Lotus Notes.
In the current presentation we will focus on INTOGRATE for NAV – but it shall also be mentioned, that there is an INTOGRATE for Axapta also available.
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INTOGRATE is delivered in 3 versions, as shown in the following slides.
Additional notes:
It is important to emphasize, that integration is controlled from within NAV
In this way business logic in NAV is observed
No Lotus Notes knowledge required
Version for Axapta also available

4. Lotus Notes Dynamics NAV 1 INTOGRATE MAIL General ledger Fixed Assets
Calendar
ToDo’s
Contacts
Workflow
Approvals
Document handling
E-Commerce
Intranet …
General ledger
Fixed Assets
Sales and receivables
Relationship Mgmnt.
Service management
Purch. and Payables
Inventory
Warehouse Mgnmt.
Manufacturing
Cap. Reqts. Planning
Resources
Jobs
Human Resources
Commerce Portal
Help
INTOGRATE MAIL 1
INTOGRATE Mail is an application made with the programming facilities in INTOGRATE.
It is a simple application that replaces all the mail-interfaces to Microsoft Outlook that exists in the standard version of NAV.
This includes sending mails by clicking on the buttons and sending reports (where you can select “/File/Send/Report by …”).
INTOGRATE Mail is relevant for all NAV customers using Lotus Notes.
This module is very easy to implement
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Additional notes:
Simples module for INTOGRATE
Relevant for all NAV customers with Lotus Notes.
Very easy to implement

5. Lotus Notes Dynamics NAV 2 INTOGRATE CRM General ledger Fixed Assets
Mail
Calendar
ToDo’s
Contacts
Workflow
Approvals
Document handling
E-Commerce
Intranet …
General ledger
Fixed Assets
Sales and receivables
Relationship Mgmnt.
Service management
Purch. and Payables
Inventory
Warehouse Mgnmt.
Manufacturing
Cap. Reqts. Planning
Resources
Jobs
Human Resources
Commerce Portal
Help
INTOGRATE CRM 2
INTOGRATE CRM is a version aimed at NAV customers with the CRM module.
It includes all the mail functionality from INTOGRATE Mail – but also with enhanced features regarding journalization of mails.
As with the standard integration with Microsoft Outlook it is possible to synchronize appointments and tasks to and from the Lotus Notes calendar system.
This can be done on-the-fly or by running the synchronization tasks.
Contact persons from NAV can, in the same way, be synchronized with the contact persons database in Lotus Notes (“Names and address book”)
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6. Lotus Notes Dynamics NAV 3 INTOGRATE Developer General ledger
Mail
Calendar
ToDo’s
Contacts
Workflow
Approvals
Document handling
E-Commerce
Intranet …
General ledger
Fixed Asstes
Sales and receivables
Relationship Mgmnt.
Service management
Purch. and Payables
Inventory
Warehouse Mgnmt.
Manufacturing
Cap. Reqts. Planning
Resources
Jobs
Huma Resources
Commerce Portal
Help
INTOGRATE Developer 3
INTOGRATE Navision - Mail and INTOGRATE Navision - CRM are applications that can be used as they are – replacing the corresponding functionality to MS Outlook.
If you have other Lotus Notes applications that needs to be integrated with Navision INTOGRATE Developer has to be used.
This is basically the raw development suite for Lotus Notes integration.
With these tools it is possible to create integration solutions to any Lotus Notes application.
Such an application could be an Lotus Notes based invoice approval system, a help-desk application integrated with the CRM-system in NAV, systems utilizing the workflow features in Lotus Notes and more.
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Additional notes:
INTOGRATE Developer is used, if you have other Lotus Notes applications that should be integrated with NAV
While INTOGRATE Mail and INTOGRATE CRM are pre-build applications, INTOGRATE Developer is used for custom-build applications
INTOGRATE Developer does not contain the application parts from INTOGRATE Mail and INTOGRATE CRM.

7. Lotus Notes Dynamics NAV 3.01B* 3.6 3.7 4.0 5.0 2009 2013 2015 2016*
4.6
5.0.X
6.0.X
6.5.X
7.0.X
8.0.X
8.5.X
9.X
Release Versions
INTOGRATE supports all newer versions of NAV and Lotus Notes.
And as new versions emerges, INTOGRATE is adjusted to be compatible with these versions as well.
3.01B only supports INTOGRATE Mail
NAV 2016 is only supported with 32 bit client
3.01B only supports INTOGRATE Mail
NAV 2016 is only supported with 32 bit client

8. Typical implementation
Download INTOGRATE
from internet 1
Run setup.exe 2
Import elements in to NAV 3
Setup NAV 4
Go Live 5
INTOGRATE can typically be implemented in a matter of minutes.
There are no requirement for Lotus Notes knowledge for the installer.
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First INTOGRATE installation package is either downloaded from the INTOGRATE web-site or loaded from a CD
Then the install shield wizard is launched
The setup program installs the necessary DLL’s and other Windows files
Then the NAV elements has to be imported in NAV.
Remember, that additional NAV objects may have to be acquired
If any conflicts with existing NAV modifications is met, these has to be handled.
But conflicts are rare, as INTOGRATE Customers has seldom made modifications in the areas related to MS Outlook.
All NAV elements that will be imported are described in the documentation
This initial process takes about 15 minutes
If the customer uses INTOGRATE Mail the setup is now complete.
If we are dealing with INTOGRATE CRM further setup is necessary.
We have to setup some CRM parameters for each user in NAV.
After this we are ready to utilize Lotus Notes from NAV
The actual implementation can be more time-consuming in installations with e.g. Citrix.
Elements to NAV are delivered in a NAV object file.
Modified NAV elements are documented separately
INTOGRATE Mail does not require NAV setup. A minor modification in Lotus Notes is required – this is documented in the documentation.
15 min
1-2 min
per user

9. Buying INTOGRATE Selling-points A typical sale Pricing Support
Further Information
Until now we have focused on the INTOGRATE product.
Now we turn our attention to you.
The next slides will describe…
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The advantages of INTOGRATE
The typical phases in the buying process
How INTOGRATE is priced
The possibility for support
Ways to get further information

10. Selling-points Utilize the existing IT systems
Maximize the advantages of both systems:
Eliminate re-entering data – save time
Eliminate data errors due to missing updates
Keep focus on Dynamics NAV - let INTOGRATE solve the Lotus Notes Integration issue
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As you know, there a lots of reasons for integrating NAV with Microsoft Outlook.
All the selling points used for integrating NAV with Microsoft Outlook are also true for INTOGRATE
Fast ROI, due to time-savings (not have to re-enter data in the Calendar)
Better data-integrity, data can be relied upon.
No more missing appointments
And more…
Especially with the NAV CRM module it is important with integration with mail and calendar.
With INTOGRATE, you can stick to your existing Lotus Notes environment.
Often installations with Lotus Notes has much more applications in Lotus Notes than customers with MS Outlook/Exchange.
So you can focus on the important part in this phase, NAV.
With INTOGRATE you can eliminate an important obstacle.

11. Ordering INTOGRATE Sale through your normal Dynamics reseller
Sign agreements – with NAV information
Send order - including agreements
Maybe download program and license file
Delivery
Installation
Now what? You have decided to buy INTOGRATE – how do you proceed?
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You buy INTOGRATE through your normal NAV reseller
First of all you has to sign the Program License Agreement.
The agreement is between INTOINT and you as a the end-user.
The signed agreement are sent by mail or fax
If you are in a hurry INTOGRATE can be downloaded and installed right away.
In any circumstance INTOGRATE is send by postal mail, including CD, Manual and countersigned agreements.
Now INTOGRATE can be installed
Additional notes:
This information is present on

12. Mail functionality included in CRM
Pricing
Depends on version (Mail, CRM, Developer)
Depends on number of NAV users
Examples
INTOGRATE Mail – 50 NAV users: USD
INTOGRATE CRM – 50 NAV users: USD
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The price of INTOGRATE is dependant of a number of parameters.
First of all there is a base price, that depends on the version of INTOGRATE.
INTOGRATE Mail, INTOGRATE CRM or INTOGRATE Developer.
Secondly the price is dependant of the total number NAV users.
Current prices are always available on the INTOGRATE web-site.
The price-list also includes a price-calculator
Here we show some price-examples
Remember, that INTOGRATE Mail is included in the INTOGRATE CRM.
Additional notes:
You must acquire one INTOGRATE per NAV installation (Serial-number).
Mail functionality included in CRM

13. Support INTOGRATE built for minimal maintenance
Extended error-reporting features
Normal response time < 12 h
Possibility to create customer patches
Download center – including newest version
Remote access to end-users possible
Software upgrade subscriptions
Now lets have a look on how INTOGRATE is supported by INTOINT
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First of all INTOGRATE is build upon strong integration-core, with 7 years in service.
Most of our partners and customers can not handle support themselves, so INTOGRATE is designed to be as self-running as possible.
But of course errors can occur.
As most resellers has no Lotus Notes knowledge, INTOGRATE is build in a way, so as much information as possible are gathered in error-logs, in case of errors.
This information can be sent to Intoint for problem solving.
So we monitor incoming support s constantly and responses are normally returned within 12 hours.
As INTOINT is the creator of INTOGRATE we have full control of the product.
If there should be need for special modifications, either generally or customer specific, we can develop such modification swiftly.
The newest released version of INTOGRATE can always be downloaded from our web-site
In special situations, Intoint can access end-users directly via PC-Anywhere, Terminal server and other remote access tools.
Nearly all of our INTOGRATE customers have signed Software Upgrade Subscriptions.
Upgrade subscription covers INTOGRATE upgrades due to:
New versions of NAV
New versions of Lotus Notes
New versions of IT platform (e.g. Windows)
Or just new functionality in INTOGRATE of course
Additional notes:
As Intoint is the producer of INTOGRATE, the response time is low and special patches can be prepared if necessary
Via tools like PC-Anywhere, Terminal server and NetOp, it is possible for INTOINT to support end-users directly.

14. Further information www.intograte.com Brochures Download Center FAQ
INTOINT is supplying a range of information sources and we are, in the moment, working on expanding these channels.
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On all the basic information can be found – including prices
Brochures and white-papers can be requested from your NAV reseller or downloaded as PDF files
Patches and other material are available on our download center.
A FAQ will be released Q

15. Demonstration
INTOINT is supplying a range of information sources and we are, in the moment, working on expanding these channels.
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On all the basic information can be found – including prices
Brochures and white-papers can be requested from your NAV reseller or downloaded as PDF files
Patches and other material are available on our download center.
A FAQ will be released Q

16. By pressing the e-mail icon anywhere in NAV a new e-mail is created and opened in Lotus Notes.
The ”Send To” field will be pre filled with the address from NAV.

17. As part of the creation of a report in NAV the user can choose to send the report to en recipient.
A new mail with the report will be created and opened in Lotus Notes.
ing reports

18. Appointments and tasks created in NAV will be synchronized to Lotus Notes. The synchronization from NAV to Lotus Notes will run on every change to the appointment/task in NAV.
Changes in Lotus Notes is synchronized into NAV either on NAV startup or by selecting the menu item ‘Synchronize with Lotus Notes’ found on the main menu ‘Sales’.
The following slide will show an example of an synchronized appointment.
Appointments

19. Example of an appointment i NAV synchronized to Lotus Notes
Example of an appointment i NAV synchronized to Lotus Notes. (”General” tab)
Appointments

20. Tasks are synchronized in the same manner as appointments in NAV and will be shown in the calendar and the To Do view in Lotus Notes.
Tasks

21. Due to differences in Lotus Notes between appointments and tasks some fields will be shown in a task in Lotus Notes but not in an appointment and vica verca. An example is the priority of a task.
Tasks

22. Contact persons in NAV can be synchronized to a specified ”Name & Address Book” in Lotus Notes.
Changes in Lotus Notes is synchronized into NAV either on NAV startup or by selecting the menu item ‘Synchronize with Lotus Notes’ found on the main menu ‘Sales’.
Contact persons

23. Same contact person. Example of details transferred to Lotus Notes.
Contact persons

24. s sent and received from Lotus Notes can be journalized in NAV by using the menu item ‘ Logging’ on the Sales menu.
The journalized mail will be copied to a shared mail database in Lotus Notes and a Interaction Log entry is created in NAV.
The interaction log entry contains a link to the actual mail in Lotus Notes (use the Show button to open Lotus Notes and show the mail).
journalisation