Microsoft Dynamics NAV Archives - Page 2 of 3 - Clients First

Integrate CAD Software With Dynamics Using CADLink

January 26, 2016/in Manufacturing Software, Microsoft Dynamics AX, Microsoft Dynamics NAV /by Nancy Phillippi

With Microsoft Dynamics NAV or Dynamics AX and CADLink, your company can eliminate clerical work and increase the efficiency of every skilled engineer. As your business relies on engineers in your manufacturing processes, you know all too well that engineers hate wasting their creative genius doing menial tasks such as data entry for supply chain bill of material updates. CADLink can remedy this by synchronizing your CAD software bill of material items with a two way data push that reduces data entry errors, and inaccuracies to ultimately prevent: Read more

NAV Resources Every IT Manager Should Have For Performance Optimization

January 20, 2016/in ERP Software, Manufacturing Software, Microsoft Dynamics NAV /by Nancy Phillippi

While it is commonplace for Clients First to write about Microsoft Dynamics NAV’s functionality, and useful tips, a community of Dynamics NAV MVP’s exists that we wanted to share. They deliver content on Dynamics NAV performance optimization, and troubleshooting. Read more

Using Dynamics NAV 2016 Out of The Box Financial Reporting Versus Using Jet Reports

January 13, 2016/in Acumatica Cloud ERP, Microsoft Dynamics NAV /by Nancy Phillippi

Dynamics NAV 2016 has evolved past the older versions of Microsoft NAV or Navision products especially in the arenas of data reporting and cloud computing. While NAV 2016 has all the financial data in the system typically SMB (Small to Medium Business) decision makers, business owners and so on, want to take information out of the system for in-depth reporting and analysis.

Reports in NAV 2016 can be completed using two methods:

Reports by Chart of Accounts
Reports by Dimension

Beyond the “out of the box” functionality of NAV 2016, other reporting solutions are available through Jet Reports. Read more

9 Reasons to Buy Dynamics NAV Other Than The Price Tag!

January 5, 2016/in Clients First Dynamics Partner, Dynamics Business Central, Microsoft Dynamics NAV /by Nancy Phillippi

Updated March 29, 2018: The latest Dynamics NAV is released on April 2, 2018 and for the SaaS version the name is Dynamics 365 Business Central. Read more here: What’s New with Dynamics NAV: 365 Business Central

Microsoft Dynamics NAV, may be the answer to your SMB if your company is still using entry level accounting software, and not getting the results you need to run your business optimally. NAV is an innovative flexible solution that is fast to configure and deploy, simple to use and gives you the insight you need to grow your business. Read more

Use NAV 2016 & Eliminate Posting Errors

December 3, 2015/in Microsoft Dynamics NAV /by Nancy Phillippi

Microsoft Dynamics NAV 2016 has a number of new features in the Financial Management arena, but the one that I am most excited about is Posting Preview. This frequently requested function is finally a standard feature. Read more

Who Else Wants Positive Pay included in their ERP? Get it With MS Dynamics NAV 2016.

November 17, 2015/in Microsoft Dynamics NAV /by Nancy Phillippi

We are so excited by Positive Pay or Safe Pay in Dynamics NAV 2016; it’s just one of Microsoft’s financial enhancements to the business solution software. Positive pay’s out-of-the box functionality allows bookkeepers to use positive pay to ensure accuracy and reduce fraud. Read more

For SMB’s Who Outsource ACCT: Make Your Smartphones Work Together With NAV 2016

November 10, 2015/in Microsoft Dynamics NAV, Mobile Applications /by Nancy Phillippi

Dynamics NAV 2016 role centers new functionality helps users who have outsourced their accounting service to allow the two parties to work more closely and together.

In the accounting services role center, the NAV team has added a couple of key tasks to a simplified role center that specifically supports using Microsoft Dynamics NAV with a smartphone.

On your phone you can do the following:

Sales Invoicing – Create and process sales invoices
Approvals – Approve requests from the accounting service provider
Document Capture – Take a photo of a receipt to automatically create an incoming document

The accounting services role center has a simple UI for phone users who need less functionality than offered with the small business role center allowing both accounting services and the small business role center the ability to work on the same version of Microsoft Dynamics NAV which can be used side-by-side without conflict.

Advice To CFO’s Who Want Deferrals For Revenue & Expenses

November 6, 2015/in Manufacturing Software, Microsoft Dynamics NAV /by Nancy Phillippi

We are so excited by NAV 2016’s Financial Enhancements. They include data conversion, improvements with customizing reports in Word for different customers and different billing media, deferrals, positive pay, and posting previews to name a few. Today to aid CFO’s and controllers, we will discuss the deferral functionality in NAV 2016.

Deferral functionality allows the user to automate the process of deferring revenues and expenses over a pre-defined schedule. This is available for sales and purchasing documents, as well as general journals. Read more

Be a Shark like Cuban Using NAV 2016. It’s Impressive!

October 28, 2015/in Microsoft Dynamics NAV, Uncategorized /by Nancy Phillippi

NAV 2016 Details

If you want to manage your business just like industry giants, Dynamics NAV 2016 can help you with that. Enriched with new, highly adaptable features, the latest version of NAV enables small and mid-sized organizations like yours to manage their business more efficiently. What’s more, NAV 2016 allows you to add new functionality as your company evolves. This will lead to the creation of a complex business management model that your organization can use to exploit new opportunities, efficiently respond to changing market conditions and deliver more customer value. Now, let’s dive into the new features and capabilities included in Dynamics NAV 2016.

Enhanced Integration
Not only does NAV 2016 provide new features to automate and streamline business processes; it does that in a truly intuitive, integrated way. Integrated with Azure, Power BI, CRM and Office 365, NAV introduces new usability enhancements that provide your employees with: Read more

Women Who Work Wonders In Manufacturing

October 15, 2015/in Clients First Dynamics Partner, Manufacturing Software, Microsoft Dynamics NAV /by Nancy Phillippi

More than anything, I want to champion strong, smart and courageous women. I polled far and wide to find such women in the manufacturing industry. While most industries are split along the same fifty-fifty line of the population, manufacturing’s population of women is only about 25%.

From the shop floor employee to a c-level executive, let me introduce two women we are nominating for STEP awards in manufacturing: Cielito Toledo Matienzo, and Elizabeth Pospick. Read more