Researching the Cost of Dynamics NAV?

Woman contemplating price of NAV

Dynamics NAV does not come in a box with a bar code, so it’s difficult to get a true definitive price before an actual quote or implementation.  Reason being, no two businesses are the same, the standard factors affecting ERP implementations are usually coupled with many different elements that drive different levels of customization and affect ERP implementation costs. However, there are several buying options that can help any CEO or CFO know NAV’s ballpark price before entering negotiations with any partner.  Even though the research can seem daunting, 110,000 businesses have already implemented this powerful business software.

In the “What’s my price?” e-book, Microsoft presents the factors a business person should take into account to determine the total cost of implementing Dynamics NAV.  Below find many of the factors that affect ERP implementation costs, including a few of those often overlooked: Read more

Dynamics NAV 2016 Roadmap Announced

This week our management team is attending the WPC or Worldwide Partner Conference in Orlando.  The WPC is THE venue for Dynamics Partner such as Clients First to get all the latest and greatest new product information.  We also have the opportunity to discuss our customers concerns with the Dynamics Executive team.  We feel that it is important to be in the forefront of the Dynamics AX and NAV technologies, as well as their management team and developers.

One of the newest announcements was the latest Dynamics NAV Product Roadmap with details on NAV 2016.  Here is a sneak peek:

Dynamics NAV 2016


Our team is committed to the Dynamics AX and NAV product line.  I will do my best to post more as I have time this week.   To find out whats new in AX 7 visit our AX blog: 

Be sure to reach out to Clients First if you are evaluating AX, NAV, or if you have already decided on the software but you need a solid partner.  We are a very strong partner with the customer references to back that claim!  We are also a Dynamics Gold ERP Partner.  Reach us at 800.331.8382 or email

NAV 2015 Starter Pack

Get Going Fast With The NAV 2015 Starter Pack

Microsoft Dynamics NAV 2015 not only is easy to implement, configure, and use but also offers a wide range of capabilities that small- and mid-sized organizations can enable to manufacture products, sell services, or move merchandise more efficiently.NAV 2015 Starter Pack

Thanks to NAV 2015 Starter Pack, your organization can get started quickly and affordably with one of the most effective ERP solutions available today. The Starter Pack provides core functionality, from basic financial, project, and supply chain management to customer relationship and human resources management. Regardless of whether you choose Perpetual Licensing, Subscription Licensing, or Service Provider Licensing Agreement, the Starter Pack includes three Full Concurrent CALs, with the possibility of adding more users as needed. To discover the full rage of features available in NAV 2015 Starter Pack, we invite you to check the list of modules below.


Basic General Ledger
Accounts Schedules
Basic XBRL
Change Log
Cash Flow Forecast
Basic Fixed Assets
Fixed Assets – Allocations
Bank Management
Check Writing
Bank Account Reconciliation
Payment Handling (Electronic Payment / Direct Debit)
Reconciliation of Bank Transactions

Basic Resources
Capacity Management
Multiple Costs
Budgets / Estimates
Phases / Tasks / Steps
Jobs Suite (moved from the Extended Pack)

Contact Management
Task Management
Outlook Client Integration

Basic Human Resources

Basic Receivables
Sales Invoicing
Sales Order Management
Sales Invoice Discounts
Alternative Ship-To Addresses
Shipping Agents
Sales Return Order Management
Sales Line Discounting
Sales Line Pricing
Sales Tax
Basic Payables
Purchase Invoicing
Purchase Order Management
Purchase Invoice Discounts
Requisition Management
Alternative Order Addresses
Purchase Return Order Management
Purchase Line Discounting
Purchase Line Pricing
Drop Shipments
Salespeople / Purchasers
Basic Inventory
Multiple Locations
Stock Keeping Units
Alternative Vendors
Assembly Management
Location Transfers
Item Substitutions
Item Cross References
Nonstock Items
Item Tracking
Item Charges
Analysis Reports
Item Budgets

Report Designer (100 Reports)
Table Designer (10 Tables)
Query Designer (100 Query)
XML Port (100 XMLports)
Page Designer (100 pages)
Code units (10 code units)

Multiple Document Languages
Multiple Languages (Each)

Time Sheet
Advanced Dimensions
Basic Dimensions
Unlimited Companies
Subsidiary (Each)
Per Database License (SQL Server)
Multiple Currencies
Extended Text
Job Queue
Reason Codes
User IDs and Passwords
Dynamics NAV Server
Connector for Microsoft Dynamics
Word Reporting / Document Reporting
Simplified UX
Upgrade Toolkit

The optional Extended Pack is available for companies requiring additional functionality. You can also download “Product Capabilities in Microsoft Dynamics NAV 2015” for a full description of each module.

Commerce Gateway functionality included in Dynamics NAV 2013 and previous versions and used to exchange documents electronically with customers and business partners is no longer available with NAV 2015.

Another aspect worth mentioning is that Dynamics NAV 2015 provides a variety of stand-alone modules (Additional Components) that can be added to the Starter Pack to support company-specific operations. Supplementary modules will be charged separately, according to the latest price list and level of customization required.

For instance, Application Builder is an optional module that enables organizations to change business rules and calculations for specific processes by simply redefining them in C/AL. With this application, you can add new functionality (e.g. use Navigation Pane Designer to create new menu items) and personalize the entire system to better fit your business needs. The number of combinations you can make by adding and customizing different modules is virtually endless.

Dynamics NAV Partner

NAV 2015

How To Schedule Reports in Microsoft Dynamics NAV 2015

One of the most powerful features in NAV 2015 is report scheduling. The feature enables users to automatically run reports at any intervals. The report scheduler runs the report in the application’s server and produces information in form of PDF, Word of Excel. The report can also be accessed in the “Report Inbox” page that is at the Role Center page.

NAV 2015

What Can NAV 2015 Do?

The report scheduling feature in NAV 2015 enables the following:

  • Instead of running reports on the Client machine, you can Run them on the NAV Server (NAS)
  • Save reports that have been Run for later viewing.
  • Save reports Run in different formats.
  • Schedule time-consuming and/or report intensive reports at a later time when the server is idle.

Benefits of Report Scheduling in NAV 2015

You can access report scheduling by running a report and clicking Print > Schedule on the Request Page. Alternatively, click Ctrl + Shift + S to open the scheduler window. The request has to be pre-configured and scheduled to run at the date and time you prefer.

The report scheduler window will have a number of options you can configure for the report you want to schedule. Here is an overview of the options and what they mean:

  • Report ID.The ID of the report you’ve opened
  • Report output type.The type of report that will be generated.
  • Printer Name. The printer where the report will be run.
  • Earlier Start Date/Time.The earliest date/time you wish the report to be run.
  • Expiration Date/Time.The latest date/time you wish the report to be run.

Before a job is scheduled, the Printer Name value will be grayed out by default. Fill or choose the values you would like for your schedule and then click the OK button.

How to Use New Methods of Report Scheduling

You can dive deeper into report scheduling to use the two new standard methods:

  • Report.Execute
  • Report.RunRequestPage

The first method can run the report with a provided set of captured parameters. The method is passed as a variable in both functions and is stored in XML format. The method can be reused to automate report scheduling.

The Report.Execute method is a good feature for running slow nightly reports. The method can be initiated by end users.

With the second option, the report can be run without running it but rather through showing the request page and capturing its parameters.

Configuring the Reports Scheduler in Dynamics NAV 2015

  1. i) Navigate to Departments and open Administration. Then, click Application Setup, select Job Queue and follow up by opening the Job Queue Category List.
  2. ii) Click the New icon on the main menu and select new Job Queue Category.

iii) Go to Departments and click it to reveal Administration. Next, click Application Setup, navigate to Job Queue and open Job Queues.

  1. iv) On the Job Queue, click New to set up a new Job Queue. The Job Queue Card window will open.
  2. v) On the Job Queue Card, provide a value for the Code and Description. On the Job Queue Category Filter field, click the dropdown menu to select the category you previously created.
  3. vi) Under the NAS Settings, select the instance of the NAV Server where the report will be run. After this, your report will be ready to run.

Note: It is mandatory to indicate the NAV Server instance and Job Queue Category fields for NAV to run your scheduled report.

  1. vi) To begin or cancel a Job Queue, click the Start or Stop icons on the Actions pane under Process.

You have now finished setting up the report schedule and are ready to run your reports from a Tablet, Web or Windows Client. You can also schedule the reports to run at any time or date.

When the report is run, it will be saved inside the Report Inbox, which is available insider the Fact box. To see the information a report contains, click the Report row.

The scheduling feature is handy when you want process-only reports or are looking to schedule long-running reports to run when the server is not in use.

NAV 2015

Microsoft Dynamics NAV: Going Mobile With NAV 2015

A while ago, mobility was considered just a trend. But recent statistics has indicated a rapid increase in the adoption of mobile devices and applications. As a result, most developers are putting a lot of effort into creating true mobile-friendly solutions, hopping to attract more customers.

Microsoft is one of the developers trying to offer its users superior mobile experiences. For Dynamics NAV 2015, Microsoft has created a new tablet interface, which allows users to run various NAV applications on tablets. Unlike the Windows and Web Clients, which can only be used with a keyboard and a mouse, the Tablet Client has been especially developed for touch interaction.

NAV 2015

New Tablet Client Functionality at Your Fingertips

Proposing a simple, clean layout and feel, the new Tablet Client for NAV 2015 is ready to deliver intuitive “touch experiences” on Windows, iOS, and Android tablets.

Although applications have been clearly defined long before the development of the Tablet Client, efforts have been made to ensure that they’ll also work on the Web Client. This way, tablet users can benefit from extended Dynamics NAV functionality.

Additionally, the Tablet, Windows, and Web Clients not only are fully integrated with each other, but also use the same interface. This means that chances will appear automatically on all three Clients, regardless of whether they’re made in the Tablet, Windows, or Web Client.

After installing the Tablet Client on your device, you’ll be able to perform most of the tasks you complete from your computer. To begin with, you can:

  • access applications and business data according to your role as a user;
  • manage various information, from customer lists, phone numbers, orders, and invoices to key performance indicators;
  • create new entries for customers, quotes, orders, etc.;
  • customize the way you access business information; for example, you can transform list views into graphical views for a clearer representation of data;
  • write directly on the tablet; with the Tablet Client, you can verify and sign documents directly on your tablet;
  • take pictures with your tablet’s camera and attach them to documents or applications right away; the Tablet Client saves you the hassle of taking pictures with your phone and loading them on to your computer;
  • use your workstation to develop or customize pages in Dynamics NAV 2015 Development Environment; then, you can test the new solution tailored to specific needs, scenarios, or work roles from the same workstation, using the Tablet Client.

The Tablet Client not only delivers incredible convenience and rich functionality; developed on the Web Client technology, it is also economical. Any Dynamics NAV user who has previously invested in the Web Client can use the same business logic, application objects, and add-ins. Furthermore, system administration and maintenance are done exactly in the same manner. The new Client can be downloaded from the Windows Store, App Store, and Google Play.


The Tablet Client developed for NAV 2015 comes with a few limitations you should be aware of. First, it doesn’t have an “offline” mode. So, there’s no offline access to information. Additionally, it only supports two browsers: Internet Explorer 11 for Windows 8.1 and Google Chrome 36.0 version.

Another important aspect is that users can’t use the Tablet Client to change languages and access multiple companies. If you want to switch to another company, you can do it only via the web browser.

Compared to the Windows and Web Client, the Tablet Client has one more drawback: it’s missing a “search” field in the upper right corner and the “Departments” button in the lower left.

A Few Impressions

One thing most Dynamics NAV users will probably love is that customizations are done instantly in the Windows, Web, and Tablet Clients. In addition, the new Tablet Client is quick and snappy. Written in JavaScript, it shares the same technology with the Web Client, which means that users will benefit from advanced processing power, even when working on their tablets. And if we add the familiar Microsoft Dynamics NAV interface, chances are that the Tablet Client for Dynamics NAV 2015 will become the preferred choice of many users.

NAV 2015

Taking Full Advantage of Dynamics NAV 2015

The upcoming version of Dynamics NAV 2015 will make available a series of new features that mainly focus on enhancing Cue functionality. Since a “technical upgrade” isn’t necessary, the end users can easily install the new version, without facing any of the risks typically associated with system upgrades. Thanks to the new features, users will be able to perform a higher number of tasks via the same interface they’re already accustomed to.

Dynamics NAV 2015: Turning Cues into Business Intelligence Tools

Especially developed for Dynamics NAV, the Cues are about to become valuable Business Intelligence tools. Besides displaying important business data, such as performance indicators relating to role centers, the Cues will help organizations boost operational efficiency.

NAV 2015

The new features included in Dynamics NAV 2015 allow users to customize Cues’ appearance and functionality according to their needs. The features not only include new colored indicators, additional icons, and integer, decimal, and percentage data types, but also give users the option to expand the amount of data that will be displayed in each Cue and to complement Cues with buttons or toolbars required in daily work.

Similar to previous versions of Dynamics NAV, the new upgrade will allow users to create Cue controls along with relevant Field controls, which can be adjusted to further modify the way Cues appear and operate. For instance, you can choose the icon that will be displayed on each Cue, how Cues will format and record number strings, and what color the indicators will have (e.g. you can set up the system to use blue for “favorable” and red for “unfavorable” indicators). Additionally, by changing AutoFormat/AutoFormatExpr settings, you can customize the format of values in Cues (e.g. you can place currency and/or percentage symbols after a value).

In NAV 2015, users will also be able to use both FlowFields and normal fields, which offer new data aggregation possibilities by complementing the basic operations with new sources of Cue data. Instead of only using the “count” feature to find out “max,” “min,” and “avg” values, for example, you’ll also be able to use query objects.

Making the Most of It

To take full advantage of the features included in Dynamics NAV 2015, it’s important to follow the best practices explained below.

  • The name of a table specified in the SourceTable property must end with the word “Cue”. The reason for this is that the Cue Setup page only shows the tables that include this word. As an example, “Mini Activities Cue” (1313) is a perfect equivalent for the “Mini Activities” page (1310).
  • Field controls must always be bound to the table field. That’s because future customizations will be stored in relation to that field. For instance, on the “Mini Activities” page, the “Ongoing Sales Invoices” Cue control must be set to “Ongoing Sales Invoices” in the “Mini Activities Cue” table.
  • End users can customize indicators by accessing Cue Setup Administration (table 9701), especially designed to allow system administrators to set up defaults for indicators, or Cue Setup End User (table 9702), developed to enable end users to launch new pages from Cue controls.
  • To perform a “technical upgrade” to the latest version of NAV, users must mount their current applications to Microsoft Dynamics NAV 2015 Server. Additionally, it’s essential to know that without adding the GetCueStyle function to the code unit 1 and assigning it ID 16, end users won’t be able to customize Cues.
  • To give end users the permission to read, insert, modify, and delete data, the table Cue Setup Administration (9701) must be added to “Foundation,” under “Permissions.”

Dynamics NAV 2015 delivers a series of practical improvements, while offering end users a truly complex out-of-the-box ERP solution that is partially customized by default so that it can be used immediately after the installation. In business environments where customization has become the norm, the system can be easily setup to meet any needs and demands.

MRO Software

How To Prepare For Microsoft Dynamics NAV 2015

Part of Microsoft Dynamics’ family, NAV delivers an ingenious ERP solution able to assist small and medium-sized enterprises in finance, manufacturing, supply chain, and customer relationship management. Ready to go one step further, Dynamics NAV 2015, formerly codenamed “Crete,” promises to take care of two pain points most NAV users have encountered over the years:

Dynamics NAV 2015Download our NAV 2015 guide on the new functionality that can automatically match your entries with transactions

1) Upgrades – NAV 2015 includes more upgrade tools to make possible technical upgrades instead of full upgrades. This means that users don’t have to perform any of the additional technical tasks they used to complete before, which will reduce overall deployment and maintenance costs.

2) User experience – Coming with a brand new interface, NAV 2015 will provide a more consistent user experience across Windows, Apple and Android devices.

According to Kirill Tatarinov, Executive Vice-President of Microsoft Business Solutions, the cloud-based Business Intelligence (BI) technologies included in NAV 2015 will also make possible seamless integration with the new Office 365, extending system functionality for superior reporting capabilities. In a nutshell, users will be able to use the tools they’re already accustomed to (Excel, SharePoint and mobile devices) to complete different operations more efficiently.

Why Choose NAV 2015

Although very little information has been published so far, a demo performed during Microsoft Convergence 2014 revealed that “Crete” delivers a wide range of new features, which will make possible advanced data processing. For instance, you’ll be able to develop more relevant formulas and even to use information derived from NAV in conjunction with data collected from other systems in order to perform more complex analyses.

Additionally, you can use the system to create color codes for highlighting titles and different areas of your reports. This way, identifying specific elements on a page becomes a very simple task. Browser performance has also been improved, offering users a truly intuitive and smooth browsing experience.

Upgrading to Dynamics NAV 2015

One thing is for sure: as many people are currently running pre-NAV 2013 versions, an increasing number of users will start looking for system upgrades very soon. Furthermore, Microsoft will end technical support for NAV 2009 in 2015, which means that the latest software version is going to be in high demand.

Fortunately, NAV 2015 is on its way, proposing new, more powerful features, which will not only streamline financial, inventory, warehouse, sales, marketing and service management, but also allow current users to keep customization to a minimum when replacing previous software versions with the latest one.

Besides, the most recent solutions released by Microsoft (e.g. Dynamics NAV 2012 R3 and GP 2013 R2) indicate another essential aspect: over the past few years, the developer has made impressive efforts to develop new mobile business management tools. Dynamics NAV 2015 should be included among these solutions not only because it delivers a new software version, but also because it’s one of the few tools that will help developers turn “mobility” from a simple trend into one of the most essential concepts of Information Technology. Further, the concepts especially created for this new upgrade will provide more reliable upgrade paths for future software solutions.

Should You Upgrade or Re-Implement?

If you’re a NAV user, you have the option to either upgrade or re-implement. To make the right choice, you need to consider the following factors:

  • An upgrade may be a better option if you use a recent NAV version, such as NAV 2009. In case of an older version, it’s better to re-implement.
  • If the version you’re currently using has been heavily customized, re-implementing the system is the best alternative to get stable business solution.
  • If your organization has changed significantly since the last implementation, it’s important to consider the degree of customization performed and required for the future before deciding between a system upgrade and a re-implementation.

As Dynamics NAV continues to evolve, manufacturers will be able to streamline more business areas, while meeting growing customer needs and demands. Though quite brief, the overview presenting the features and technologies included NAV 2015 reveals the fact that this software solution will probably become a key business success factor, helping small- and medium-sized enterprises overcome inefficiencies and move forward toward their goals.

NAV 2015

Looking Ahead: Microsoft Dynamics NAV 2015

Among Microsoft’s array of ERP solutions, NAV has been the enterprise accounting software of choice by distributors, manufacturers and other organizations alike. Users have come to expect Microsoft to roll out upgrades for these ERP solutions either once a year or every other year.  So for all of you NAV people on 5.0 and 2009-the time has come. NAV has been working on an upgrade since late 2013.  Soon, small and medium sized enterprises will have upgraded features in NAV that will arm them with the tools to move forward in 2015.

NAV 2015

The Microsoft Dynamics NAV team has been hard at work to not only make the ERP solution simpler to use but also to have multi-tenancy and multi-platform capabilities. During the Convergence 2014 presentation in March, Microsoft committed to shipping yearly releases for NAV, beginning with NAV 2015. Also christened “Crete”, the NAV 2015 is expected to undergo partner testing in June and launches in beta for businesses in September.

While Dynamics AX R3 got all the hype for its new capabilities, the NAV 2015 also promises to be packed with a couple of upgrades that will improve business agility among SMBs.

NAV 2015 is built to create a uniform experience across devices. For example, when operating on mobile and other portable devices, it can adjust as a user tilts the device. However, Crete’s main emphasis is on Power Business Intelligence (BI), integration with Office 365 and document reporting.

NAV 2015 Business Intelligence

Big data plays an important role among organizations by enabling them to put the customer at the center of the universe- with central access to customers, suppliers, sales cycles, inventories and other pertinent business processes.  With Big Data becoming not only an advantage-but a necessity for Manufacturers and Distributors competing in the SMB space-it is becoming crucial to capitalize on big data sooner, than later. However, despite the importance and potential of big data, very few organizations are using it to their benefits. It’s estimated that 85% of businesses do not have the capability to harness the power of big data for their operations.

With Crete, Microsoft is focused on helping small businesses tap the full potential of big data insights in their critical business processes. Through Power BI, Crete users will be able to use common tools such as SharePoint, Excel and mobile devices. Some of the key features in the Power BI module include:

i) Power Query – This feature will enable users to access data from public and corporate data sources.

ii) Power Pivot – This module extends the capability of Excel by adding key Performance Indicators (KPIs), hierarchies, custom measures and relationships. Pivot’s in-built memory can store generated models, hence enabling users to analyze millions of data fast.

iii) Power View – Provides interactive views of Excel data or reports in form of charts and graphs for easy understanding.

iv) Power Map – Enables end users to integrate Excel with geospatial data to create a 3D map experience.

Power BI will also be accessible through Windows 8 app-enabled phones, iOS and Android devices.

Apart from introducing new features, Microsoft is also working on technological innovation that will make it less expensive for users to upgrade to NAV 2015 and subsequent versions. Any upgrades after NAV 2015 will be easier to carry out. Users will not feel a big technological shift like has been in the case before.

The Crete is expected to be a major NAV upgrade. After launching Crete, the NAV team will focus more on supporting applications.

Microsoft believes that small businesses also need agile solutions that will solve their problems just like the big companies. Crete will solve many of the problems SMBs face in their daily operations. Crete is poised to have powerful enterprise-comparable features that are quick to deploy and easy to implement.

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