Setup & Assessment

Here you'll find some further information on Mailbox & Integration Setup as well as a guide on how to perform your very own Customer Assessment.

Customer Assessment Checklist

Perform an Assessment on the suitability of your Trading Partner's purchase orders

Your Lucy Mailbox

A Mailbox is needed for Lucy to check for orders. There are couple of options to consider here. 

PRONTO ERP Setup

Dynamics AX 2012 Setup

  • Integration - Dynamics AX 2012Once you've completed your Lucy trial using the demo data we provided, you may wish to have Lucy integrate to your own data for testing. Here's how to set that up.

Dynamics NAV Setup

  • Integration - Dynamics NAVOnce you've completed your Lucy trial using the demo data we provided, you may wish to have Lucy integrate to your own data for testing. Here's how to set that up.

Dynamics 365 Finance & Operations Setup

Microsoft Dynamics Business Central Setup

Trial - Microsoft Dynamics NAV

Welcome to your Lucy trial for Dynamics NAV! 

Trial - Microsoft Dynamics Business Central

Welcome to your Lucy trial for Dynamics Business Central! 

Training

Once your Organisation is On-Board, we'll arrange a training session for you and your team

Lucy Egress IP's for Customer Whitelists

Please add this current list of Lucy Egress IP’s to your company Whitelist