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Posts Tagged ‘Dynamics NAV’

The History of Microsoft Dynamics ERP Systems – SL, GP, AX & NAV

Wednesday, April 26th, 2017

Microsoft has multiple ERP solutions that were acquired at different points in the past.  They had somewhat different target markets and capabilities and there still exists some market confusion, especially with the  similar names.

Microsoft Dynamics SL

Dynamics SL was originally known as Solomon Software and was acquired by Great Plains who was later acquired by Microsoft.  SL is focused on small and midsized companies with a heavy emphasis on Project Accounting.  However, SL’s technology platform has gotten dated and Microsoft outsourced all development on the product years ago.

Microsoft Dynamics GP

Dynamics GP was originally known as Great Plains Dynamics.  At one point, Dynamics was one of the top selling small and mid-market accounting systems and typically was ‘neck and neck’ with State of the Art’s MAS90 (Later to become Sage 100).  It was a very competent general accounting system with basic distribution and manufacturing functionality.  It was based on a language that was built for the solution known as Dexterity.  It’s still sold today, but given that it’s not localized to run outside of the US, it’s not a strategic solution for Microsoft as it moves to the cloud.

Microsoft Dynamics AX

Dynamics AX, originally called Axapta, was a solution that was created by a group of executives who left Navision.  It was later acquired by Navision before Navision was acquired by Microsoft.  Axapta historically focused on complex customization, global implementations and later a strong focus on manufacturing.  Over the years Microsoft has pushed AX upmarket to compete head to head with the likes of Oracle and SAP at large multi-national corporations.  Although it can fit a variety of industries and business sizes, its deep functionality and thus longer implementation times leaves it best in complex multi-plant manufacturing environments and those that need to run one system instance across multiple geographies with multiple localization requirements.

Microsoft Dynamics NAV

Dynamics NAV, formally Navision Financials, was developed by Navision.  It was a solution that introduced many capabilities that have been copied by others since including a multi-dimensional chart of accounts, built in real time summation and analytics for fast summaries and instant drill down anywhere and a rapid development environment designed to be mold-able to a client’s needs rather than a solution that assumes you will change to it’s ‘best practices.’  Over the years, the distribution functionality of NAV was heavily enhanced along with a mid-level range of manufacturing functionality and is ideal for financials only, distribution and light manufacturing companies.

The Future:

Microsoft has known for sometime it needs to streamline its offerings while still not leaving existing clients abandoned.  It’s opportunity to do so became clear while it simultaneously is retooling its solutions to be offered in the cloud.  The fact that Microsoft get’s the majority of its revenues from international sales spells trouble for Dynamics GP & SL because neither solution can be used outside of the US in most cases and are among the only solutions of the hundreds of products Microsoft offers to be in this position.

With Microsoft’s introduction of Dynamics 365 for Financials and Dynamics 365 for Operations, Microsoft has retooled NAV for the small and mid-market cloud ERP market and retooled AX for the upper mid-market and upper market cloud world.

Microsoft has rebuilt the core architectures of NAV & AX to run smoothly in the cloud and to be run completely in a browser.  If you are a mid-size distribution or light manufacturing company, NAV & Dynamics 365 for Financials are the Microsoft solutions to look at today and Dynamics AX and Dynamics 365 for Operations for those with complex manufacturing requirements.

Did you know if you are on Dynamics GP or SL (Great Plains or Solomon), you can get 100% of your license investment applied toward upgrading to NAV or AX?  Read more about it HERE.

Microsoft SQL Server 2008 End of Life June 30, 2016

Friday, July 15th, 2016

Microsoft no longer will support SQL Server 2008 or 2008r2.  It does not mean it will stop working, but it does mean that there will be no more support, no patches, no fixes, no security holes fixed and no support for any new operating systems.

If you haven’t done so, it’s critical that you update to at least SQL Server 2012 or 2014.  You’ll need to check with your ERP, CRM or other line of business software developers to ensure the version you are currently on supports the newer versions of SQL or whether you need to update your other business applications at the same time.  This would also apply to Microsoft Dynamics NAV, AX, Epicor, SAP Business One and Sage ERP 100.

For Clients First clients, please contact our support desk or your Customer Account Manager to find out what your options are.  You can do nothing, but you are flirting with a potential disaster. Here are some potential examples:

  • For example, if a major security hole is found by hackers, they will freely be able to infiltrate your system and no fix will be forthcoming from Microsoft.
  • Your server that is running Windows 2008 & SQL 2008 dies.  You can only replace it with Windows 2012.  Will your outdated software support this scenario?  If not, you’ll need to do an emergency upgrade which is very costly, time consuming and can result in many post upgrade problems.
  • You decide your server hardware is outdated and needs upgrading.  You find out, again, you can’t purchase one with Windows Server 2008.  This may mean your current ERP software won’t run on the new server

Give us a call or hit the chat button below if you have any concerns.

Upcoming Dynamics NAV User Group (Northeast)

Wednesday, February 25th, 2015

Come join us at Microsoft’s facility on March 24th in Iselin, New Jersey for our FREE Microsoft Dynamics NAV 2015 User Group Conference. Gain valuable insight on maximizing your investment in your Microsoft Dynamics NAV (Navision) Software.


Microsoft® Dynamics NAV 2015 (Navision) was released in October of 2014, and provides several changes that help business reduce costs, drive top line revenue, and run as efficiently as possible. NAV 2015 includes technological and functional improvements that all businesses running NAV should be aware of.

Please join Clients First and Microsoft on Tuesday, March 24th, from 8:30 a.m. to 12:30 p.m. and see how the next generation of Microsoft Dynamics NAV can make a positive impact on your business.

Continental breakfast will be served at 8:00 a.m.


Microsoft offices are located at 101 Wood Avenue South, Suite 900 Metro Park 101, Iselin, NJ, 08830

Dynamics NAV 2015 Highlights

We will show and discuss the new capabilities provided in Dynamics NAV 2015 focusing on the productivity enhancements, technological changes, and features that provide tangible business value. Topics also include:

  • NAV Anywhere, anytime – iPad, Android and Windows tablets
  • Document reporting in Word – easy, fast and flexible
  • User experience enhancements – simplified pages
  • Automated bank reconciliation
  • Easier, faster and less expensive upgrades
  • Integrating with NAV – web services vs. file import

To upgrade or not to upgrade, that is the question….
Businesses running NAV often evaluate whether there is a strong enough business case to justify the investment in an upgrade. We will examine the benefits, trade-offs, criteria and approach to upgrading your NAV system, and discuss Microsoft’s tool for making upgrades easier.

NAV and Excel – Better Together
It is a beautiful thing to see how Dynamics NAV and Excel work together. From heavy data analysis to simplifying insight for the end-user, we’ll review how you can couple these two solutions together for importing, exporting, and changing Dynamics NAV data.

Hosting and Azure
Software as a Service (SaaS) and hosting are becoming more and more intriguing to businesses as a way to reduce annual IT costs. We will provide an overview of SaaS and hosting services, including Microsoft’s Azure platform.

Business Continuity and Disaster Recovery
Many things can cause a company to lose the ability to do their day-to-day business functions, and most usually revolve around IT situations.  In addition to weather and fire, these include human error, hacking, terrorism, and viruses. We’ll examine the distinction between simple data backup, and the ability to rapidly resume business operations in the event of an extended “down time” condition.

Multi-channel e-Commerce for Dynamics NAV
As the demands of Business to Business (B to B) and Business to Consumer (B to C) e-Commerce continue to grow, having a seamlessly integrated data flow to and from your Dynamics NAV solution is vital in taking your business to the next level. We will explore how real-time integration of NAV and Dynamic web multichannel ecommerce solutions offer a dynamic platform to increase sales with the ease of doing business in unprecedented ways, even on mobile devices.

We will demonstrate how, with this solution, you can personalize email campaigns, digital marketing offers and every site visit for your customer by presenting them with information relevant to, and curated just for them.

Stump the NAV Experts
Bring your NAV questions and challenge our NAV team to answer anything you’d like to ask about NAV.

If you’ve already signed up, please ignore these additional invites.  Thanks.

Register Here


7 Reasons why Dynamics NAV & NAV-X are one of the best Distribution Solutions

Saturday, June 28th, 2014

More than 100,000 organizations throughout the world are currently using Dynamics NAV. Delivering the perfect tool for performing a variety of processes, from basic accounting to complex distribution operations, NAV is one of the best solutions you can find to streamline your activities and increase efficiency. Besides offering a specialized system that can help organizations stay competitive in today’s market, here are seven more reasons why most distributors choose NAVover other distribution ERP software solutions.

Distribution ERP Software

  1. Powerful Functionality. Making available a series of useful functions, including Timeline Visualization, Assembly Management, Cost Accounting and Cash Flow Forecast, NAV provides deep insight into all the processes that drive business success. Having greater control across operations makes you confident that the right decisions are made at the right time. To help you improve productivity and boost profit margins, NAV offers a clear view across all the systems you use, while allowing you to automate different business processes, manage tangible (fixed and current) and intangible assets, manage inventory, forecast demands, schedule tasks, set special discounts for top customers, draft a wide variety of reports based on preset settings, etc.
  2. Simplicity. Simplicity may seem unimportant when assessing the characteristics of a distribution ERP system. However, one of the most important challenges for ERP software developers is to create more features, while keeping systems user friendly. Microsoft has managed to do this, Dynamics NAV being one of the few distribution ERP software solutions quick to learn and easy to use. Even greater is the fact that it provides the same intuitive look and feel as Microsoft Office, a software app suite that most people are accustomed to.
  3. Scalability. Running on Microsoft SQL server, NAV delivers a series of advanced features, such as indexed views, bulk insert, memory cache and three-tier architecture. What do all these mean? In a nutshell, NAV not only responds quickly to commands, but also supports new functionality, making possible horizontal and vertical growth at different paces. The multi-currency feature is a valuable add-on for the companies running global operations or planning to expand across borders.
  4. Customization. Providing full access to source code, NAV is one of the most versatile distribution ERP software. You can add modules, select features, modify formulas and policies, and create new fields from scratch within several minutes. Basically, any must-have requirement can be met with Dynamics NAV.
  5. Role Centers. Offering different Role Centers out of the box, NAV provides role-tailored features. For instance, special Role Centers for Accounting Managers allow accounting managers to access business data specific to their roles. Providing limited access to information is one of the best things you can do to protect sensitive data, including your clients’ addresses, names and credit card information. Further, offering information according to roles streamlines processes, helping your staff work more efficiently.
  6. Tracking Capabilities. Most distribution ERP software solutions are useless when it comes to tracing information back to certain events. Fortunately, Dynamics NAV is different. Equipped with “SumIndexFields,” a smart technology that records everything, NAV gives you access not only to all entries, but also to their details, regardless of when they’ve been made. Another great thing is that all entries are linked together, which means that you can choose a particular transaction and navigate back and forth to assess the impact it has had on your business. Further, the system verifies all the entries before posting them, preventing inaccuracies (e.g. subtracting items from stock lists before adding them, resulting in negative stock balance) from occurring.
  7. Cloud Functionality. NAV is available either on premise or via the cloud. Although you may feel more comfortable using the on-premise software version, NAV in the cloud provides added functionality, including online payment service, built-in integration with Dynamics CRM and remote access from anywhere, at any time. The hosted option is the best choice for any company searching for a robust ERP solution ready to keep up with its needs.

If you’re tired of hearing how “great” most ERP systems are, here’s one thing to keep in mind: Dynamics NAV is one of the most powerful distribution ERP software solutions capable of delivering incredible agility and flexibility, so that distributors can offer their customers unparalleled service.

Microsoft Dynamics NAV – Dead Inventory Report

Thursday, March 27th, 2014


Don’t you wish your Microsoft Dynamics NAV system included a Dead Inventory Report?


The dead inventory report analyzes which items sitting in inventory are not sold within a defined period of time.  This report separates the inventory by location, along with the unit cost if it varies by location. The total value of the dead inventory is then calculated to give users a clearer picture as to how much product is taking up wasted space in the warehouse. The report is completely customizable, meaning you are able to sort by item, location or vendor.

This can be an incredibly useful report in order to identify which items are not being utilized lying around in the warehouse.  This will increase your awareness of stock and identify if inventory processes need to be reevaluated. Taking measures such as these can increase the effectiveness of your inventory planning.

Contact us today to see how to improve your inventory management and get more out of Microsoft Dynamics NAV!