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Posts Tagged ‘navision’

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:

Microsoft presents Microsoft Dynamics NAV 2009

Tuesday, October 6th, 2009

September 2009, Holmdel, New Jersey (NJ)

Clients First Business Solutions is proud to present the following announcement.  We have been an active member in the design and testing of this breakthrough release.

Microsoft Corp. today announced the general availability of Microsoft Dynamics NAV 2009, a comprehensive, innovative business management solution that helps people work faster and smarter, and gives businesses the flexibility to adapt to new opportunities and growth.

The Microsoft Dynamics NAV 2009 release offers breakthrough user experience and technology innovations while maintaining the simplicity that has always been a core value of this solution. Never before has so much effort been put into a Microsoft Dynamics NAV release – from extensive customer research and a complete architecture redesign, to a concentrated focus on quality. The product has been thoroughly tested by partners resulting in more than 10 customers live on Microsoft Dynamics NAV 2009.

“Customers and partners are facing complex issues today. Customers need to streamline operations and find ways to use resources more efficiently, while partners are looking for strong opportunities to create and maintain vertical solutions,” says Kirill Tatarinov, corporate vice president of Microsoft Business Solutions at Microsoft. “Microsoft Dynamics NAV 2009 allows us to squarely address the needs of midsize businesses in today’s economic climate and to support our partners’ investments. By using the role-specific, user-friendly ERP solution, both groups can boost productivity and work smarter, maximizing their effectiveness in driving business impact.”

With Microsoft Dynamics NAV 2009, businesses can:

•Provide a streamlined, RoleTailored user experience to help people work more effectively.

•Adapt to meet changing business needs with improved agility and enhanced flexibility.

•Connect Microsoft Dynamics NAV easily to a wide range of applications with .NET Web services.

•Provide new options for designing reports that are intuitive to work with and easier to distribute.

•Maximize existing investments in Microsoft products and technologies, including Microsoft Windows SharePoint Services and Microsoft SQL Server 2008.

“One of the biggest challenges faced by customers using ERP systems is how to get started using the right functionality in the applications. With the release of Microsoft Dynamics NAV 2009 and its new RoleTailored client, we finally have a great answer for that challenge. Those capabilities allow users to focus on the 20 percent of the application’s functionality that they need to do their job and push the rest into the background,” says Scott Brennan, managing consultant with Sikich, a US-based solution provider and Microsoft Dynamics NAV reseller.

Microsoft Dynamics NAV 2009 introduces several new capabilities designed to increase usage of ERP and fuel individual and organization-wide productivity, including the following:

Personalized Role Centers corresponding to 21 key job functions. Based on research into the way employees really work, Microsoft Dynamics NAV 2009 delivers simplified access to RoleTailored views and business processes through Role Centers designed and delivered out-of-the-box for more than 21 key employee roles. Role Centers change the work paradigm for the traditional user by providing a single overview of job-related tasks and information. By helping people to organize, prioritize, and access their work from a single location, Role Centers can increase productivity and effectiveness. With an easy-to-navigate window into their work world and the ability to personalize their Role Centers to fit their own unique work styles, employees have a powerful way to get work done accurately and efficiently.

Improved business intelligence and reporting capabilities based on the new Microsoft SQL Server database layer introduced in Microsoft Dynamics NAV 2009, enable employees to drill into data, identify trends, generate business insights, and monitor how they’re tracking against key performance indicators. The new Business Analytics in Microsoft Dynamics NAV 2009 delivers powerful new features designed to make it easier for your clients to create and consume business information. In this new release, Microsoft Dynamics NAV focuses more than ever on simplicity and making information available in and intuitive and easy way so all employees can gain the insight they need to act on behalf of the business.

.NET Web Services allow partners and customers to integrate data and business logic from Microsoft Dynamics NAV 2009 with other applications to support a wide range of scenarios. For example, businesses wanting to deploy credit check functionality to enable employees who normally do not have access to the ERP system to run credit checks on a new customer can easily create web services that make the process simple and efficient in providing the employee with access to recent and accurate credit data.

“Our employees have enthusiastically embraced Microsoft Dynamics NAV 2009 because it fits their individual needs rather than force-fitting them into a one-size-fits-all system,” said Henrik Dam Jespersen, CEO of Hurup Furniture. “The ease of setup and tight integration with the Microsoft products we already use allowed us to get up and running quickly and smoothly, and we’re already seeing increased productivity, reduced costs and smarter decision-making.”

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.