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Posts Tagged ‘Microsoft Dynamics NAV’

A Successful Dynamics NAV 2015 Usergroup Presented

Friday, March 27th, 2015

On Tuesday March 24 Clients First had over 50 people attend our Spring 2015 Microsoft Dynamics NAV User Group at the Microsoft conference center in Iselin NJ.

Numerous topics were covered including:

  • Microsoft Dynamics NAV 2015 New features and capabilities
  • Using NAV with Microsoft Excel
  • Using Microsoft Azure with Microsoft Dynamics NAV
  • Business Continuity, Disaster Recovery and Backup with EverSafe!
  • Multi-Channel e-Commerce for Dynamics NAV
  • And then our classic ‘stump the chump’ Q&A session where a fair number of $5 bills were handed out.

We also gave away an iPad mini to one lucky winner drawn from the bowl.

Here are some pictures and also the full set of presentations.  Thanks for joining us, and please come join us next time as well!

20150324_101448     20150324_083621


NAV User Group

ERP Software Comparison: Satisfying Current Manufacturing & Distribution Trends with Dynamics NAV & GP

Tuesday, December 3rd, 2013

NAV vs. GP…Head to Head Shootout!

Innovation in the Manufacturing and Distribution sector due to growing channels, third party logistics, global sourcing and cross-sell capabilities have resulted in ERP Software Comparisonlean practices that differentiate industry leaders from their not-so-successful counterparts.  According to the latest Manufacturing & Distribution industry report released by First Research, trends such as More Automation, Less Labor; More Services Required; Increases in Labor Productivity and Electronically Equipped are each directly correlated to new ERP technology.  In short, this means that Small and Mid-sized Businesses (SMBs) looking to gain a competitive advantage in the Manufacturing/Distribution industry will need to engage in an ERP software comparison and research to seek out the best system for their business.

We’ll take a closer look at how each of these industry trends are satisfied by a leading ERP software provider-and by comparing Microsoft Dynamics ERP with the NAV and GP solutions specifically designed for SMBs.

More Automation Less Labor

According to the industry report, “Productivity has steadily increased in manufacturing because of the increasing use of machines and, especially, computers.” Although much of this automation can be attributed to innovations in heavy machinery, ERP systems such as Microsoft Dynamics NAV and GP play a role in maintaining this equipment.  In order to maintain automation, cut costs and the time spent on labor repairing these parts, companies will undergo an in depth ERP software comparison to determine which system can best schedule routine preventive maintenance to fit their unique manufacturing and distribution operations.

More Services Required

The increasing use of computers in the Manufacturing and Distribution field has given way to many companies having their own IT departments in order to service their IT problems.  This is where solutions such as Microsoft Dynamics NAV and GP, in comparison to other customizable ERP software systems, have an advantage.  With the extensive resources Microsoft offers, in addition to training and services provided by your local Microsoft Gold ERP Partner, NAV and GP deliver an adaptable solution that’s easy to maintain.

Increases in Labor Productivity

According to the industry report, “sophisticated computer systems” are to blame when it comes to labor productivity.  This is no surprise when undergoing an ERP software comparison between solutions such as Microsoft Dynamics NAV and GP.  Both NAV and GP provide companies with the ability to customize dashboards which give users access to real-time information at the click of a button-ultimately cutting down on the time it takes to navigate confusing systems.

Electronically Equipped

This is probably one of the most important trends in Manufacturing and Distribution that both Microsoft Dynamics NAV and GP facilitate.  According to the industry report, companies now have computer systems that control “the identification and throughput of individual items.”  When comparing the inherent functionality in both NAV and GP ERP systems, companies can easily barcode and keep track of skus.  This item information ties back to purchase orders, procurement, fulfillment and accounting-streamlining distribution business processes for you.

Finding the Best Fit for your Company

Accurate and informational ERP software comparisons can be difficult to come across-especially with the overwhelming amounts of information available.  It can also be difficult to determine which systems satisfy current Manufacturing and Distribution trends-as well as their ability to fulfill small and mid-size business models.

The best way to compare the tools and functionality of each system is to either compile research on your own, or attend an ERP Shootout webinar that will demo each solution separately and conclude with a high level overview of differences.

The advantage of attending these shootout webinars is that 1.) you won’t have to complete research on your own, and 2.) you have the opportunity to ask questions about each system.

Watch the recording from our ERP Shootout webinar showcasing Microsoft Dynamics NAV vs. GP to get an idea of which system is right for your business.

Also, keep checking our webinar portal for updates and other upcoming ERP shootouts.

NAV vs GP ERP Shootout

Cash Flow Forecasting in Microsoft Dynamics NAV 2013- All new!

Friday, April 26th, 2013

It’s critical that a business understands the flow of cash, both in and out but measuring it often isn’t easy.  Plenty of profitable companies have gone bankrupt due to a lack of cash.  Dynamics NAV 2013 now provides a tool to make this easier.

You can now create a periodic calculation of the forecasted revenues and expenses and their impact on cash to see where your cash balance will be going into the future.  The module allows you to pull in values from the General Ledger, from Order Entry & Marketing, as well as Purchasing and Service modules

You can easily:

  • Set up cash flow accounts the way you want
  • Add actual funds and the budgeted values from the General Ledger
  • Add current payables and any forecasted payables from Purchasing
  • Add current receivables and any forecasted receivables from the Sales module
  • Add current open service invoices
  • Add planned capital expenditures and budgeted and future asset purchases from Fixed Assets.  Perhaps you have to put down $3,000 on a new company van next month.
  • Manage revenues and expenses and integrate them in the cash flow forecast
  • Enjoy easy reporting from the system




Here is a full video explanation and demonstration

Top 12 Microsoft Dynamics NAV features that help cope with the tough economy

Saturday, September 1st, 2012

 Running a better business via Dynamics NAV (Formally Navision)

imageThere are three kinds of people: those who watch things happen, those who make things happen, and those who wonder what happened.

The world is in crisis. Some countries are hit harder than the others, some markets have sunk deeper than the others, but the effects of global economic recession are obvious, and if the crisis didn’t hit you yet, fasten your seatbelt—it surely will.

With the whole world wondering what’s going on, the winners will be those who learn to navigate the troubled waters and make things happen. This is much easier with a piece of good business management software, such as Microsoft Dynamics NAV.

Recession is more than skin deep, and no small or medium-sized business can possibly mitigate the macroeconomic cause-and-effect avalanche that led to current situation. Instead of prescribing a cure that’ll save the world (maybe another time), I’ll focus on three elephant-obvious symptoms that affect everybody:

  • Declining sales: lack of money clogs the wheels of perceived obsolescence, and people stop buying unless it’s necessary. From consumers, this symptom quickly cascades all the way up the supply chain, and suddenly everyone is affected.
  • Decreasing profitability: less sales means less revenue, which means lower margins. Unless you find a way to decrease operating costs, you face a serious profitability issue. Corporations can lay off thousands to save billions; small to mid-sized businesses cannot.
  • Illiquidity: less profit means less cash to operate. As if this is not bad enough, less sales can easily mean more cash trapped inside excess inventory of both raw materials and finished products. Unless you harness your demand/supply balance forces.

These three are are linked together tightly, and tend to spiral around in endless cycles. But there is good news for you: Microsoft Dynamics NAV can actually help you tame the recession beast.


Are you using Microsoft Dynamics NAV 5.0?

Friday, May 18th, 2012

Mainstream Support for this Version has just Ended

As of April 2012, Mainstream support for Microsoft Dynamics NAV 5.0, including 5.0 SP1 ended per the Microsoft Support Lifecycle Policy. As you know, support for 5.0 with no service pack ended April 2010, which was 2 years after 5.0 SP1 was released. Customers on a current service plan can continue to access these benefits on CustomerSource:

  • Previously released Upgrades, Updates, Service Packs, Fixes and Regulatory/Tax Updates
  • Self-Help Support through Knowledge Base articles and online content
  • Unlimited Online Training
  • Customers on an enhancement plan (BREP) can continue to purchase additional objects for NAV 5.0 after April 2012.

Available through the length of extended support are paid support (including Premier, Essential, Pay-Per incident, and Microsoft Dynamics Advantage and Advantage Plus plans or any other paid support plan).

An excerpt from the Service Pack Lifecycle Support Policy is shown below. Microsoft Support Lifecycle policies and product date information for all Microsoft Dynamics NAV products are available at Support Lifecycle Page. For support lifecycle information for Microsoft Dynamics NAV support lifecycle information is available at Microsoft Dynamics NAV Support Lifecycle Information.

Excerpt from the Service Pack Support Policy:

  • When a new service pack is released, Microsoft will provide either 12 or 24 months of support for the previous service pack, varying according to the product family.
  • When support for a product ends, support of all the service packs for that product will also end. The product’s support lifecycle supersedes the service pack support policy.


So what this is saying is that standard support is over for version 5.0.  This does not mean Clients First Business Solutions cannot continue to support you on this version.  We can and will.  It does mean that if we need to go to Microsoft for help (which is rare on a version this old at this point), we may have a difficult time.  As always, we suggest where practical, you stay fairly current on your software and definitely within the supported lifecycle of your version.

Please call or email us if you have any questions.