Document Number Formulas are a timesaving feature available in almost all versions of Microsoft Dynamics NAV (formerly Navision), both classic and RTC versions. The Document Number feature is most often used in the Recurring Journals. This video provides a brief tutorial how to use this feature to save time and effort in Dynamics NAV. You… Continue reading Dynamics NAV Coffee Break: Document Number Formulas
Category: Microsoft Software
Dynamics NAV Coffee Break: Using the Recurring Journals
Many people do not fully use all the time saving features available in Microsoft Dynamics NAV (formerly Navision). The Recurring Journals feature is among them. This video provides a brief tutorial how where to fund the Recurring Journals, how to use them, and why. Gwen details the options including setting up fixed and variable expenses,… Continue reading Dynamics NAV Coffee Break: Using the Recurring Journals
Why Your ERP Upgrade Strategy Should Be Subscription-Based
An Enterprise Resource Planning (ERP) system can be the tool that gives your company the competitive edge. Most companies spend a lot of time and money selecting and implementing the right ERP system, and then stop. Having a plan to upgrade that ERP investment to the next level, and the next level, and the next… Continue reading Why Your ERP Upgrade Strategy Should Be Subscription-Based
Microsoft Dynamics NAV 2017 Enhancements Part 2
If you are not familiar with the numerous improvements made by Microsoft to Dynamics NAV 2017 and earlier, view the videos below to learn about some of the enhancements that will benefit both new and veteran Dynamics NAV users. Notifications Previously, pop up notifications were the norm for notices such as inventory not available for… Continue reading Microsoft Dynamics NAV 2017 Enhancements Part 2
Microsoft Dynamics NAV 2017 Enhancements, Part 1
As we await the release of Microsoft Dynamics NAV 2018 on December 1, now is a great time to familiarize yourself with improvements already available in Microsoft’s most popular ERP, Dynamics NAV (formerly Navision). Reporting Create and save settings (views) by individual, make those global or personal views, schedule reports, and establish by role or… Continue reading Microsoft Dynamics NAV 2017 Enhancements, Part 1
Dynamics NAV Coffee Break: Introduction to Chart Parts
A new feature in the RTC (Role Tailored Client) version of Microsoft Dynamics NAV is the “chart parts.” Many people get confused when they see the screen for the first time, as it appears blank. The software is not broken; rather it is designed this way to allow the user to create a chart with… Continue reading Dynamics NAV Coffee Break: Introduction to Chart Parts
Creating a Date Table in Power BI
Often when using Microsoft Power BI, you will find that you need a calendar or date reference for your data to organize it by months or weeks, or even the day of the week. If your data has some date information in it but not the specifics you need, building a DAX date table in… Continue reading Creating a Date Table in Power BI
Is Microsoft’s Dynamics 365 the ERP for Your Company?
What is Microsoft Dynamics 365? Microsoft Dynamics 365 is a cloud-based tool that combines the technologies of traditional enterprise resource planning (ERP) and customer relationship management (CRM) solutions into a single system. Known for its ease of use and simple integration, Dynamics 365 may be just what your company needs. However, how do you know… Continue reading Is Microsoft’s Dynamics 365 the ERP for Your Company?
Dynamics NAV Coffee Break – Creating Filtered Views
Microsoft Dynamics NAV is a comprehensive tool containing a myriad of data and lists. Learning how to create and customize filtered views will make your time with Dynamics NAV more productive and efficient. In this video, Gwen demonstrates creating simple filter views that contain just one filter variable. She also walks through more complex views,… Continue reading Dynamics NAV Coffee Break – Creating Filtered Views
What is Microsoft Power BI?
Microsoft Power BI Benefits There has been a lot of buzz about Power BI is and the potential benefits it can have for businesses, and for good reason. Microsoft Power BI’s suite of business analytics tools allows you to connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis. It enables… Continue reading What is Microsoft Power BI?