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Posts Tagged ‘Dynamics NAV’

Latest Microsoft Dynamics NAV Roadmap and Statement of Direction

Thursday, January 26th, 2012

Navision Roadmap Released for 2012 and Beyond

Jet Reports Express for Dynamics NAV

You will now automatically get an ‘express’ version of Jet Reports (the leading Dynamics NAV Report Writer) with the solution.  This express edition is limited primarily to the General Ledger, but is still ideal for General Ledger based reports such as financial statements  If you know how to use Excel, you already know how to use most of Jet Reports.  We have a video demonstration HERE of the full product if you are curious.

Zetadocs Express for Dynamics NAV

With this included solution you can now drag and drop any documents or scanned images to most records in the system.  They will automatically be hosted by Microsoft Sharepoint Online for retrieval anywhere.

Microsoft Dynamics NAV 7

 

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Dynamics NAV Reporting

Thursday, January 26th, 2012

The different ways you can get information out from the data in Microsoft Dynamics NAV (Navision)

Microsoft Dynamics NAV is part of Microsoft Business Solutions family and is growing force in the mid-market space of ERP applications. It has many options for reporting:

  • Built-in Dynamics NAV report designer – Microsoft Dynamics NAV has always had its own report designer, which requires an in-depth knowledge of C/SIDE (Client/Server Integrated Development Environment) to make it useful and has been the trusted friend of veteran Navision developers. It is definitely the most robust report writer you can use with Dynamics NAV. It might not be as fancy and user friendly as the reporting options described below, but it makes it up in versatility and straight down to business engineering. In NAV 2009, from the Classic client, you can view reports in the Classic report layout and from the RTC (RoleTailored Client) you can view reports in either Classic report layout or the Client Report Definition (RDLC) report layout. An RDLC file is a file with an .rdlc extension that is created by Visual Studio Report Designer and stores the layout information for the report. Classic reports support to be discontinued in Microsoft Dynamics NAV 7.
  • RDLC Reports - You use both Report Designer in the Classic client and Visual Studio Report Designer to create RDLC report layouts for Microsoft Dynamics NAV 2009. Anything that you want to appear in the Visual Studio designer must appear on the sections of the classic report, which makes creating a new reports a bit longer and tougher than if you were to create the same report in the Classic report designer. When you run an RTC report, the dataset is generated by the classic report and is passed to the RDL layout for formatting. RDLC report layouts provide some new features that are not available in Classic client report layouts, for example, charts with 3D effects, images and colors, dynamic sort by different columns in a table. One of the big benefits of RTC reports – you can save straight to Excel or PDF.

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How To Create Charts & Key Performance Indicators (KPI’s) for Microsoft Dynamics NAV 2009 RTC

Thursday, January 26th, 2012

Dynamics NAV 2009 now offers the Role Tailored Client (RTC) as the new client. This will be the only available client in the coming versions of Dynamics NAV. Since this user interface is still quite new, it is not always easy to find your way around. This blog is created to show some of the new features in Dynamics NAV 2009 that will make our life easier.

Generate Charts and KPIs for Dynamics NAV 2009 RTC

Microsoft Dynamics NAV 2009 has a new type of controls that can be displayed in the Role Tailored Client (RTC) on the homepage of the role center. This type is called a chart and allows the graphical display of Key Performance Indicators. A simple way of creating these charts is using the Chart Generator Tool, which is described in this post as well.

The layout of a chart

For each chart you define the table that the information is based on, the information you want to show on the X-Axis including any filters you want to apply, and then you also define what data you want to show on the Y-Axis of the chart (either the sum of a field or the count of records). You can define multiple measures that should be displayed in the same chart. If you are defining a 3D chart, you also would then define the information to be displayed on the Z-Axis of the chart. This is how your charts could look like.

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Capabilities and Limitations of charts

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Microsoft Dynamics NAV (Navision) Free educational and training webinar series.

Monday, July 19th, 2010

Join us for a free educational webinar series

coffee-with-chrisMicrosoft Dynamics Nav is an extremely robust tool. Take full advantage of the functionality Nav offers with the help of our expert. Chris Young, a Clients First Partner. Chris will enhance your knowledge and help you to leverage the power of Navision by providing instructional demonstrations and answering your questions.

These educational events are FREE and available to anyone that has an interest in enhancing their knowledge and skills with Navision.

We invite you to get a cup of coffee and attend these FREE one-hour instructional webinars. To obtain an up-to-date schedule of upcoming sessions please email Donna Figliola at dfigliola@clientsfirst-us.com or call her at (732) 970-1450 X9962.

Checkout one of our recorded webinars at our new dedicated NAV Training and Tips video site.  http://www.dynamics-nav-training.com/  Among other things, learn about the power of Dynamics NAV Relationship Management (CRM).

For more information contact:

Donna Figliola

732-970-1450 x9962

Action Reqiured for Payment Card Industry Compliance

Thursday, July 15th, 2010

 

As we talked about in an earlier post, New Payment Card Industry (PCI) regulations are in effect as of July 1, 2010. In addition to standards for your accounting software these standards also cover other areas of business processes. If you process credit cards, there are questionnaires you are required to complete. (more…)