SOLIDWORKS PDM DYNAMICS 365 FINANCE AND OPERATIONS INTEGRATION

Click here to schedule a demo.

Automatic transfer of data from SOLIDWORKS PDM to Dynamic 365 Finance and Operations
Data can be transferred by right click option or by button click or during workflow approval process
Both item data and Bill of materials(BOM) data are transferred
Automatic tranData can be sent automatically during workflow or on demand using right click menu optionsfer of data from SOLIDWORKS PDM to Dynamic navision or Business Central
Functionality to preview Dynamics 365 BOM inside SOLIDWORKS PDM
Functionality to preview Dynamics 365 Product details inside SOLIDWORKS PDM
Functionality to compare SOLIDWORKS PDM BOM with Dynamics 365 Finance BOM.
Functionality to compare SOLIDWORKS PDM BOM with old versions of Dynamics 365 BOM
Functionality to create new items using serial number from Dynamics 365 Finance
SOLIDWORKS add-in to preview information and do integration activities from inside SOLIDWORKS
Supports creation of Purchase orders, Sales orders, Sales quotes, Sales invoices, and Routings directly from SOLIDWORKS PDM or SOLIDWORKS
Supports adding file attachments to Items or Products or other Sales or Purchase entities directly from SOLIDWORKS PDM or SOLIDWORKS
Supports viewing or updating Customers or Vendors directly from SOLIDWORKS PDM or SOLIDWORKS

Preview Dynamics Navision (Dynamics Business Central) item properties inside SOLIDWORKS PDM.
Data are seen in real-time ERP data
This also helps to identify if an item exists in Dynamics Business Central or Dynamics Navision
Item properties that one wants to see in SOLIDWORKS preview can be modified based on the requirement
Preview settings can be saved so that one need not adjust the properties one wants to see every time.

Preview Dynamics 365 Finance and Operations BOM inside SOLIDWORKS PDM
It is possible to preview the old Bill of Materials
It is possible to choose configurations also if configurations are being used
It is possible to modify what ERP BOM columns one wants to see inside the PDM preview
Column settings can be saved for future use

Compare Dynamics 365 Finance BOM with SOLIDWORKS PDM BOM
It is possible to compare SOLIDWORKS PDM BOM with old ERP BOM if BOM versions are being used
The comparison also shows differences in item properties of first level children.
This functionality is very useful when one wants to see what changes have been done in SOLIDWORKS PDM since data has been sent last to ERP

Using the PDM2ERP tool it is possible to keep track of data transferred to ERP from PDM
It is possible to see how many items have been created or updated during a period of time
It is possible to see which user has created or updated how many items during a period of time
Exports reports to excel for further analysis
Inside the log viewer, it is possible to see old logs for error analysis
Inside the process list one can see details of old processes

Click here to schedule a demo.