Category: Microsoft Software

Top Two Ways to Optimize Your Dynamics NAV ERP Investment

Unlike many other software programs a business may use, Enterprise Resource Planning (ERP) software affects all aspects of a company and is an essential platform for managing and supporting all business operations. As ERP software can be transformational and add significant value, companies understandably want to optimize this software and realize the biggest return possible… Continue reading Top Two Ways to Optimize Your Dynamics NAV ERP Investment

Dynamics NAV Coffee Break: Check Ledger Entry Screen

There are some unknowns about the Check Ledger Entry screen in Microsoft Dynamics NAV (formerly Navision) including where to access it (spoiler alert: only from the Bank Account card), and how to use it to its fullest potential. This short video provides an overview to help you get the most out of this component of… Continue reading Dynamics NAV Coffee Break: Check Ledger Entry Screen

Dynamics NAV Coffee Break: Using My Notifications

Microsoft introduced a variety of new features and functionality with the release of Microsoft Dynamics NAV 2017. The MyNotifications feature is among them. By using this feature to tailor each NAV user’s instance, it can help you be more productive while using Dynamics NAV. This video provides a brief overview of where find this feature,… Continue reading Dynamics NAV Coffee Break: Using My Notifications

Dynamics NAV Coffee Break: Document Number Formulas

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

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