Business Notification through SMS for Dynamics NAV

1. Business Notification on SMS
DynaText v2.0

2. • A web based easy to use Business Notification Engine (Alerting
tool)
• It can be setup for Promotional & Transactional SMS
• It can be easily integrated with any product
• Users can customize and design their own Alert Templates
• Filter Conditions can be applied in selecting the people need to
receive the alert
• Once templates and filters are created, they can be scheduled to
send SMS / Email / Instant Messengers (G-Talk Msg or Yahoo
Messenger)
• Works with SQL SERVER Database or ORACLE Database.
• It can be customized for other databases (RDBMS) with in a max
of one week time
Features

3. Integration with Navision
DynaText

4. • Microsoft Dynamics NAV ERP requires extensive
coding, every time an alert mechanism is required
• Customers are looking for an alerting tool which can
be easily integrated with Navision SQL Server
Database
• It will be convenient for the people receiving the alerts
if they can provide a response to it immediately and if
this can trigger the necessary approvals in Navision
automatically
Background

5. • DynaText has ready made integration for Navision
• Multi company environment - Alerts
– Single alert template across the group of companies
– Separate alert templates for different group companies
• Pre-configured alerts for various NAV Modules:
– Sales / Purchase / Finance / Production / NAVBUILD / LS-
Retail
• User response for the alerts
– Users can respond to the alerts immediately
Ex. Approval for PO, Deviation etc.
– User response can trigger the approval in Navision
Features Available for NAV

6. Architecture
IM
NAV SQL Server DB
SQL Server 2008 Express
DynaText Application
SMS Request
Get Data from NAV
Response to NAV

7. • Since Dynatext is a web based solution, it can be
accessed from anywhere across the network to
create and schedule the alerts
• Without any programming knowledge, end-user can
– Design the alert template
– Setup filtering conditions for selecting recipients
– Schedule the frequency of delivery
• Advanced view definitions will require SQL Query
knowledge.
Benefits

8. Login
Login to the application with your credentials.

9. Dashboard

10. • Dashboard has the option to create or update:
 Templates
 Filters
 Schedules
Also, to view the history of messages sent to the recipients
• In “Create New” menu, a Template/Filter/Schedule can be created from
start or can be rebuilt from an existing one.
• In the “Existing” menu, the Template/Filter/Schedule can only be viewed
and updated
• “Message History” will show messages sent to the recipients
Dashboard

11. Case Study 1
( Configuring DynaText for a PO approval )

12. New Template Creation

13. New Template Creation

14. New Template Creation

15. Template List

16. New Filter Creation

17. New Filter Creation

18. New Filter Creation

19. Filter List

20. New Schedule Creation

21. • The scheduling happens based on the time interval /periodicity (like
One Time, Daily, Weekly, Monthly, Hourly and Every Minute)
• For example, if hour is selected, then the user will get the message on
hourly basis. If month is selected, then the user will get the message
once in a month.
• Duplicate suppression will be defined whether (or not) to resend an
already sent message
• Duplicate messages will be identified through the primary key field
selected on the screen
Snapshot based schedule

22. New Schedule Creation

23. • New Event and Update Event are the two options provided in event based
scheduling
• New event: This option need to be selected when an alert need to be sent
when a new transaction happens. Primary Key field need to be selected.
Ex: New customer addition, New Patient Registration etc.
• Update event: This option need to be selected when an alert need to be sent
for changes happening in the system. Modification date field need to be
selected.
Ex: Modification of travel date, Order quantity modification etc.
• For the purpose of response processing, the response table key need to be
specified
Event based schedule

24. New Schedule Creation

25. Click of approve or decline will update the response field of respective table. The
response from the alert recipient will be recorded in the user response table and the
core application (Navision) will process the response to take the next action.
Response Collection

26. Case Study 2
( Configuring DynaText for an Educational Institute )

27. New template will fetch blank page to the user to create a new template.
Existing template will allow the user to create a new template from the existing one, by
making changes to the required fields (if any).
New Template Creation

28. For new template enter the template name and description, and click Next to proceed.
New Template Creation

29. Based on the Template Type the message will be sent to the recipient:
Subscriber: External recipient & User: User registered with DynaText
New Template Creation

30. Here the table name, recipients and the type of message is selected. A recipient can be
a subscriber of the application or the user of the application. The mode of messages will
be through Email, SMS, Skype, G-talk or Yahoo Messenger
New Template Creation

31. The body of the message is defined here. Based on the table selected the columns will be
shown.
New Template Creation

32. After creating the template that will be added to the template list.
Template List

33. New Filter will fetch blank page to the user to create a new filter.
Existing Filter will allow the user to create a new filter from the existing one, by
making changes to the required fields (if any).
New Filter Creation

34. Define the filter name and click Next to proceed.
New Filter Creation

35. For creating a filter, a template need to be selected.
New Filter Creation

36. After giving a name to the filter, the conditions for selecting the users/subscribers for
receiving the alert are defined.
New Filter Creation

37. Once the filter is created, that will be saved in the filter list, for later viewing or
updating purpose.
Filter List

38. New Schedule will fetch blank page to the user to create a new schedule.
Existing Schedule will allow the user to create a new schedule from the existing one,
by making changes to the required fields (if any).
New Schedule Creation

39. For creating schedule, schedule name should be defined, the schedule type and the
template should be selected. Schedule type will have two options snap shot and event.
New Schedule Creation

40. New Schedule Creation

41. New Schedule Creation

42. The response from the user is fetched in this screen and stored in a table with in
DynaText. The response table data can be accessed by any external application.
Also, it can be provided in the form of a XML file or comma separated file.
Response Collection

43. • Easy to setup “Business Notification Engine (Alering Tool)”
• Easy to integrate with any product. Ready interface for NAV
• Users can customize and design “Alert” Templates
• Easy to integrate with SMS Gateway, SMTP Server and Instant
Messengers (G-Talk Msg or Yahoo Messenger)
• Works with SQL SERVER or ORACLE Database. Customization
possible for other databases (RDBMS)
• Can be accessed from anywhere across the network
• No need of programming knowledge to setup alerts
• User response for the alert can be collected and processed in the
main application (ex.ERP etc)
• Implementation can be done in one week maximum
Conclusion / Summary

44. • The following customers are already using this product:
– Retailers
• Chennai Silks
• Dhandapani Jewelers
• ANS Jewelers
• Cibi Diamonds
• RMJ Jewelers
– Manufacturing
• Anabond Adhesives
– Medical
• United Doctors Hospital (UDH), Saudi Arabia
– Project Engineering
• HarrisPye, Dubai
Customers

45. Thank You
Cetas Information Technology Pvt. Ltd
www.Cetastech.com
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