Overview

Microsoft Dynamics NAV is a global enterprise resource planning (ERP) solution that provides small and midsize businesses greater control over their financials and can simplify their supply chain, manufacturing, and operations.

Microsoft Dynamics accepts XML files, which BriteCore produces in BriteData.


Vendor Contact

Contact Microsoft.


Getting Started

  1. Contact Microsoft sales
  2. Complete any necessary paperwork
  3. Work with Microsoft to install and train your staff on Dynamics processes
  4. Complete basic BriteData training

BriteCore Setup

  1. Complete the Dynamics installation above
  2. Create three separate reports in BriteData. Feel free to rename the reports as you see fit
    • MD Claim Payments XML
      1. Access and download this file
      2. Upload the file to BriteData
      3. Set the report to run daily
    • MD Commissions XML
      1. Access and download this file
      2. Upload the file to BriteData
      3. Set the report to run once per month
    • MD Return Premium XML
      1. Access and download this file
      2. Upload the file to BriteData
      3. Set the report to run daily

BriteCore Processing

If a qualifying return premium, claim payment, or commission payment exists, a folder will be created in Reports > Attachments for a given day or month, e.g., 03/09/2016 Daily Reports and 03/2016 Month-End Reports, respectively. To upload a file to Dynamics,

  1. Open the folder
  2. Click on an individual file
  3. Save the file to your computer
  4. Upload the file to Dynamics

FAQ

Does the check number export back to BriteCore?
Not presently. The integration works one way. You can record the check number by inputting into the individual policy’s Notes section, if desired.


Feedback

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