Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
Read More
About UsService OfferingsProduct OfferingsIndustries ServedDownloadsBlogTestimonials

Subscribe to our mailing list

* indicates required
    Interested in    
Hot Topics

Posts Tagged ‘navision’

How Many Companies use Microsoft Dynamics?

Tuesday, March 17th, 2015

We often here the question from prospects and others, “How many companies use Microsoft Dynamics NAV or Microsoft Dynamics AX etc.

Well Microsoft has just released its 2015 worldwide breakdown a their Convergence Conference that Clients First is attending.

Here are the numbers:

Microsoft Dynamics® AX 20,000 companies
Microsoft Dynamics® GP 47,000 companies
Microsoft Dynamics® NAV 110,000 companies
Microsoft Dynamics® SL 13,500 companies
Microsoft Dynamics® CRM 40,000 companies


Dynamics NAV install base

Just with Dynamics NAV alone, over 8,000 companies purchased a new system in the last year as there were only 102,000 last year.

Dynamics AX may have fewer companies using it but they tend to be larger with more user licenses per site.

Dynamics GP and SL are US only solutions and for all intents and purposes, SL is dead as it has shown zero new customers in the last 3 years.  GP, according to Microsoft also shows 0 new customers in the last year.  Obviously there have been new companies buying it but they likely were offset by those abandoning it. Remember, if you own a solution like GP or SL, and are on maintenance, you can get full credit toward a solution like NAV or AX.

It’s our understanding these statistics make Dynamics NAV the most installed and used mid-market ERP system in the world by a decent margin and AX a leader in the upper mid-market as well.

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


Entering Date Formulas in Microsoft Dynamics NAV

Wednesday, October 16th, 2013

Back to the Basics in NAV (Navision)

Many fields in NAV use date formulas as the required value. Some examples include Lead Time Calculation (vendors, items, stockkeeping units), Expiration Calculation (item), Due Date Calculation (payment terms). Basic date formulas are straight forward and include such examples as 10D, 3W, or 1M, resulting in dates 10 days, 3 weeks, and 1 month after our reference date. (Think of the reference date as the document date of an invoice to calculate the due date, or the order date of a purchase order when calculating the expected receipt date). But, you may have noticed the date formula fields will accept more characters than the basic example use, letting us wonder how we might use the field. The following list are examples of more advanced uses of the date formula fields. (The list does not cover every possible combination. Go ahead and try a few on your own). Assume for each of the examples a reference date of Monday September 23, 2013.


Date Formula

Resulting Date




9/29/13 (Sunday)

Returns the last date of the current week



9/30/13 (Monday)

Returns the last date of the current month



9/30/13 (Monday)

Returns the last date of the current quarter



10/15/13 (Tuesday)

Returns the next 15th of the month


D15 + 1M

11/15/13 (Friday)

Returns 1 month after the next 15th of the month

Same result as 1M + D15

1M + D15

11/15/13 (Friday)

Returns 15th day after the date is advanced 1 month

Same result as D15 + 1M

1M – 15D


Returns the date 15 days less than a full month after reference date


1M + 15D


Returns the date 15 days more than a full month after reference date


CM +1D

10/1/13 (Tuesday)

Returns the 1st of the following month



10/30/13 (Wednesday)

Returns the last date of the current month advanced by one month

If the reference date had been 02/23/2013 the returned date would be 03/28/13

CM + D10 + 90D

1/8/2014 (Wednesday)

Returns a date 90 days after the next 10th of the month



10/31/13 (Thursday)

Returns the last date of the following month

If the reference date had been 02/23/2013 the returned date would be 03/31/13




9/30/13 (Monday)

Returns the Monday of Next Week





10/4/2013 (Friday)

Returns the Friday of Next Week



10/21/2013 (Monday)

Returns 3 Weeks from Next Monday



9/28/2013 (Saturday)

Returns Saturday of This Week

If the reference date had been 09/29/2013 (Sunday) the returned date would still be 09/28/2013. The week starts on Monday in NAV.


10/21/13 (Monday)

Returns the Monday after the next 15th of the month


WD4 + 6W

11/7/13 (Thursday)

Returns the Thursday 6 weeks after the next Thursday.

Imagine a vendor that ships only once a week with a long time in transit.

Credit Card Processing with Microsoft Dynamics NAV (Navision)

Tuesday, September 24th, 2013

Deploy Nav Credit Card processing easily

Why PCI Charge credit card processing?

PCI Charge integrated credit card processing solution from Expand IT for Microsoft Dynamics NAV is the goto solution recommended by Clients First Business Solutions. PCI Charge allows users to easily setup and process credit card payments directly inside of NAV, with no external hardware or software necessary.  Credit card processing within NAV includes the ability to directly process (authorize, charge, and refund) credit cards from various Sales and Receivables pages, as well as the Customer page.  NAV stores customer credit card information in an encrypted manner, ensuring that credit card information is secure and complies with PCI-DSS requirements.

As the setup documentation is readily available for users, the purpose of this article is to provide tips and recommendations related to implementing credit cards in NAV that is not readily available in the setup documentation.  This article assumes setups have been completed and an understanding of NAV sales order processing.

Where is the CVV number?

A common question that I am asked during training and implementation is where is the CVV number stored in NAV? Well, NAV does not have a field to store the CVV number, due to the rule that it is prohibited by PCI standards from being stored.    The purpose of the CVV number is to prevent fraud from stolen credit card numbers, as it is less likely that the CVV code is available when attempting to use a stolen card.  What is permitted to be stored is the account number, customer name, customer address, and expiration date.


Technology Can’t Solve all Business Problems

Friday, June 21st, 2013

By Mark Chinsky

It is a common problem that seems to course through every consulting business. A consultant works on the client’s problem but implementing a new technology solution, only to discover that technology was only part of the original problem, and that it is personnel issues that are really at fault. When we rely too much on technology, it opens the doors for a whole slew of problems. Here is a closer look at some of the problems surrounding technology.

  1. It can’t make employees more efficient. Yes, the right technology can help make the work easier, but if an employee is truly falling behind or is just inefficient, all the technology in the world will not remedy the situation. The truth is that such employees are often inefficient due to either inexperience or laziness. The unwillingness to use new technology only heightens an already present problem. Adding new, faster technology will not fix the problem.
  2. It can’t improve communication. In some work places, there may be departments that do not communicate well with other departments. Using technology to find new ways to force these departments to communicate may fix the problem for a short period of time, but it is merely a bandage. While a new piece of technology may make it easier for these departments to communicate when it is necessary, it does not address the underlying problem. A better solution is sitting the departments down together and talking about the problem so that there can be a real solution.
  3. It won’t make up for a shortage of resources. Technology can make your workers more efficient, by supplying the necessary means to work better. However, if cannot make up for a limited number of staff. While the right technology can make the job of your current employees easier, if there simply aren’t enough people to handle the work load, technology won’t be able to fix everything.
  4. It can’t force employees to change. Technology is good for helping with change, not forcing it. Many business owners think that implementing new technology will result in big and better things. The truth is that if the wheels aren’t already in motion for a change, technology isn’t going to make change happen.

Technology is a good tool for improving businesses; however, there is only so much it can do. The success of using technology is to understand that it isn’t the whole solution. Rather, it is a merely part of a whole. The business and its employees must also be willing to work with that technology to achieve the desired goal.