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OCR and document management | Dynamics NAV 2016 for remote workers

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OCR and document management | Dynamics NAV 2016 for remote workers

As we have previously discussed, Microsoft Dynamics NAV 2016 has enhanced document management functionality by leveraging cloud services.  One neat feature leverages the power of the Dynamics NAV mobile app. This is a great benefit for remote and field workers such as your salesforce or service and maintenance technicians.

The power of OCR in modern document management

According to a recent Deloitte Global survey “in 2016, 2.5 trillion photos will be shared or stored online, a 15 percent increase on the prior year”, and they further estimate that 90% of those photos were taken on a smartphone.

With this rise in the use of cameras in smartphones in both personal and business use, twinned with increased mobile use in a work context, document management takes on new importance.  This is where optical character recognition (or OCR) comes in.  What is OCR?  It “is the mechanical or electronic conversion of images of typed, handwritten or printed text into machine-encoded text”.

Your team member can easily take a picture on their smartphone, of a document, for example an invoice or signed delivery note, and via an OCR service, the information will appear in the accounts payable of Dynamics NAV or within a sales order as proof of delivery.  It therefore eliminates the need for manual re-typing, plus it provides an audit trail as users can track the original document from draft, posted purchase documents and from ledger entries.

OCR takes automated document handling to a new level and fits in with the way people are now using technology.The time poor modern workforce demands flexible business tools that fit in around the challenges they face.

Microsoft Dynamics NAV 2016, OCR and the cloud

With the latest version of NAV, Microsoft continue their “cloud first, mobile first” strategy in recognition of the way we do business today.

If your business is looking at ways to reduce unnecessary manual tasks, strengthen audit procedures and support your mobile workforce to achieve productivity gains, please contact Prodware, a Microsoft Gold Partner to discuss how Microsoft Dynamics NAV 2016 can meet your needs.

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