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Posts Tagged ‘Dynamics NAV’

Navision (Dynamics NAV) User Group for Winter 2010

Thursday, January 14th, 2010

Sign up now for our exciting upcoming Dynamics NAV user group.  All are welcome!

There is no fee and breakfast and lunch will be served.  Limited to the first 75 people who signup due to space restrictions.

Topics Include:

  • Managing Technological Change
  • Microsoft Keynote
  • An overview of the new Dynamics 2009 Role Tailored Client
  • The NAV Workflow and Approval Engine
  • Electronic Invoicing and Collections
  • Q&A

Click HERE to signup online, or print out the brochure and fax back the RSVP.

Dynamics NAV (Navision) Winter 2010 User Group

Navision, Microsoft Dynamics NAV 2009 Reviewed & Evaluated

Monday, January 4th, 2010

Mark Brummel, a freelance consultant, has done a rather comprehensive review of the new Role Tailored Client (RTC) which is featured in NAV 2009.  This is the first rollout of a completely new User Interface (UI) and is fully functional, but still leaves some holes that should eventually be addressed by Microsoft.

To summarize Mark’s finding in a list, here they are:

Positives

  • The RTC is more intuitive to the end user.  Gone are cryptic workflows and odd placement of menu choices and buttons
  • The reporting technology is more modern and flexible.
  • Searching and navigating is more intuitive and in line with modern Windows Vista/7 applications. 
  • The 3 tier architecture makes the system easier to scale up to more users by adding more application servers over time.
  • Built in Workflow can walk users through complex procedures and deal with approvals and routings.
  • Web Services will make it easier for external applications to push and pull functionality alongside NAV.

Negatives

  • The RTC is more sluggish than the ‘classic’ client.  As is typical with newer software, there is overhead associated with the ‘slick’ graphics and multi-layered presentations.  Faster desktop PC’s are in order for power users.  Do remember, any user can choose the classic or RTC client based on their own preferences and still access the same data.
  • Programming is definitely more difficult for the RTC.  There are limited debugging tools and a broader knowledge of programming specialties are required.
  • Having the possibility of two clients can mean alot of extra programming.

Summary, NAV 2009 and the Role Tailored Clients is a big leap forward for this flagship Microsoft Business Solutions.  Our clients in New Jersey, Pennsylvania, Connecticut, New York, Texas, California, Alabama and Tennessee all will appreciate the clean and modern approach and future path for Microsoft Dynamics NAV.  However, you should talk with your consultant to decide and if you will see true business productivity improvements in adopting the new RTC now or in a planned phase in the future.

The full article is HERE.

 

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Sage ERP X3 – Another Overview Video

Tuesday, November 17th, 2009

Here is another Sage X3 video that Sage has posted that gives a nice look at its capabilities.  This is a fairly high end system that sits between the ‘mid market’ such as Microsoft Dynamics or Sage MAS 90/200 and ‘tier 1’ applications such as SAP R3 or Oracle.

Click below to view:

Outlook Integration for SAP Business One

Monday, October 5th, 2009

You may not be aware, but SAP Business One includes integration to Microsoft Outlook for free as an add-in that ships with the base product.  This allows you to exchange and share data to keep everybody up to date about account and Business Partner developments, business opportunities, appointments, contacts and tasks.  You can have this synchronization run manually or automatically on a timed basis.

For example, if you enter a calendar entry in Outlook, you can press a toolbar button and select the Contact and optionally Opportunity that this entry relates to.  Then, upon synchronization, that entry will appear in the Activities log of the Contact and also on the SAP Business One Calendar.

If you create a meeting in SAP Business One, the same meeting will appear in the outlook calendar.  You can choose which of your contacts will sync to Outlook and vice-versa.   Tasks and ‘to-do’s’ will also sync.

Another component of the integration is the ability to hit a button when viewing an Outlook email and have that email automatically attached to the SAP B1 CRM record as an activity.  It even copies the email as an attachment so you can drill down to the email including email attachments!

In addition, it offers the ability to attach an Excel Spreadsheet that overviews the Business Partner Information.  This spreadsheet appears as a related document within the Contact in Outlook. You can drill down on things such as Open Accounts Receivable and Payables, quotes, orders invoices etc.  You can even enter a quote in Outlook and have it synchronize and become a quote within SAP Business One.

Contact us for more information.

Microsoft Dynamics NAV 2009 SP1 Released

Wednesday, September 30th, 2009

This latest Service pack is now officially compatible with Microsoft Windows 7 and Microsoft Windows Server 2008 R2.

Microsoft is still testing Microsoft Dynamics NAV 5.0 SP1 with Microsoft Windows 7 and Microsoft Windows Server 2008 R2. Furthermore, the compatibility for Microsoft Windows Server 2008 R2 does not include Business Notification for Microsoft Dynamics NAV and Commerce Gateway.

In addition, Help source files have been released for Dynamics NAV 200 Service Pack 1 (one) as well.  They are available to partners on PartnerSource and includes versions in 8 different languages across 16 countreis/regions.  If all this were printed it would stack up to about 30 feet high!

Now we at Clients First Business Soutions can tailor the help files to any modifications you may have had made.