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NAV Resources Every IT Manager Should Have For Performance Optimization

Dynamics NAV Process Improvement BlogsWhile it is commonplace for Clients First to write about Microsoft Dynamics NAV’s functionality, and useful tips, a community of Dynamics NAV MVP’s exists that we wanted to share.  They deliver content on Dynamics NAV performance optimization, and troubleshooting.   Read more

How Many Companies Use Microsoft Dynamics AX and NAV?

One of the questions that organizations looking to transition or upgrade to Microsoft Dynamics AX or NAV ask is how many organizations use the ERPs.  Data released from the recent Convergence 2015 conference shows that Microsoft NAV is the most popular Dynamics product. In fact, Dynamics NAV has more than double the total customers of the next most popular ERP. Read more

Dynamics NAV

Reduce Shipping Costs with Microsoft Dynamics NAV

Companies that ship goods domestically or internationally are bound to see increased shipping costs starting in 2015. This is in light of the new FedEx and UPS rules that now subject all goods to dimensional weight rules.

In May, 2014, FedEx announced that starting January, 2015, all ground shipments will be subjected to dimensional (DIM) charges regardless of their size.

How Does Dimensional Weight Work?

In the past, companies did not have to worry about dimensional weight for ground shipping. Both UPS and FedEx only charged for the weight of packages but not size. Air or overseas shipments were charged for either their size or weight, whichever was higher.

However, starting in 2015, ALL shipments, irrespective of their sizes will be subjected to dimensional weight charges. To determine the dimensional weight, simply divide the total cubic dimensions of a package by 166 for ground packages or by 139 for air and international shipments.

Dynamics NAV

Let’s look at an example.

Before 2015, dimensional weight was only charged for domestic ground packages larger than 3 cubic ft. (5,184 cubic inches). For example, if you shipped a box measuring 24” x 24” x 20, you would pay dimensional weight charges since the box is larger than 5,184 cubic inches when the three dimensions are multiplied.

The dimensional weight is calculated by dividing the total cubic dimensions by 166. In our example, the dimensional weight would be 11,520 / 166 = 69.4 lbs. With the new rules, when the dimensional weight is calculated, the result is rounded up to the nearest pound. In our case, our package would be charged at 70lbs.

If the package happens to weigh more than 70lbs, you will be billed for its actual weight. But if the package weighs less than 70lbs, then you would be billed for the dimensional weight.

Keep Shipping Costs Down

The new rules have the potential to increase shipping charges this year in the range of $500 million to 1 billion dollars. Will you be among those that will see increased shipping costs?

While the move by FedEx and UPS to charge DIM weight on all packages is unwelcome by most players, the two carriers see it as a way of streamlining the industry and encouraging best practices. The extra charges are likely to increase the carriers’ profit margins. However, the carriers see it as a way to reign on shippers that do not optimize their packaging.

The new rules are essentially charging shippers for any extra space on their packages. With this said, there are a number of things you can do to keep your shipping costs down.

i) Minimize Wasted Space

Focus on the worst offenders – package boxes that waste space. Use smaller boxes for your shipments. If you have a limited range of box sizes, increase the stock box sizes in inventory.

Every inch of your shipment package counts as it has the potential to increase your cost. Look for custom carton boxes that will fit your shipment. Use Dynamics NAV to automatically detect item sizes and group them based on the packaging they require.

ii) Compare Carrier Options

UPS and FedEx are the only carriers that have changed their DIM rules. While these two are the largest parcel delivery companies in the country, there are other carriers that offer the same services but with better DIM rules. One carrier you might want to look at is the U.S. Postal Service (USPS).

The DIM rule for the USPS is 194, which means the dimensional weight charges are lower than what both FedEx and UPS are charging. You can also look into regional carriers like OnTrac Ground.

iii) Negotiate the Rate

If you ship big order volumes, you can negotiate the DIM rate with UPS and FedEx. If successful, your company’s DIM rate may be increased from 166, which means your dimensional weight charges will go down.

If your order volume is not large, you can outsource order fulfillment to take advantage of software, expertise and ship rates you may not be able to get on your own.

Contact us to find out how you can use NAV to keep shipping costs down in light of the new FedEx and UPS rules.






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.

Limitations

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.






Cost Of ERP

Jet Reports for Microsoft Dynamics NAV

Jet Reports is a smart reporting tool, which offers non-technical Dynamics NAV users the opportunity to create various reports based on Excel, Word, and Dynamics NAV data. The solution interconnects multiple functions with different areas of your database to allow you to develop, schedule, update, and distribute reports according to your organization’s needs. This way, Jet puts complex, end-to-end reporting at your fingertips.

dynamics NAV

The Benefits of Using Jet Reports

In a nutshell, management can use this reporting tool to view and analyze key performance metrics in real time, track profit and loss by department, create sales and budget forecasts, compare income to predictions, automatically update information in real time or on a daily, weekly, monthly, or quarterly basis, build product sheets based on specifications, and much more. As you can see, this add-on can help companies manage a variety of business areas, besides reporting. But more important is that it provides a series of advantages, such as:

  • A Short Learning Curve – Jet proposes some simple features, similar to Microsoft Word and Excel’s layouts, fields, dimensions, formatting, charting, formulas, pivot tables, etc. Thus, anyone who knows how to use Excel and Word – and who doesn’t? – can learn everything about this tool within days. Furthermore, any employee can use Jet to create a variety of reports without cutting and pasting data, and more important, without IT assistance. New functionality included in Dynamics NAV also enables users to import reports from Jet and run them directly from the NAV client. Another notable point is that the product is easy to install and connect to NAV.
  • Unplanned Reporting – Getting up-to-the-minute information is critical for any company, be it large or small. Since Jet Reports reads directly from the database, it can create ad-hoc reports that provide prompt, relevant answers to very specific, mission-critical queries. You can also make last-minute changes in Excel and Word documents, access different dimensions within your NAV database, slice and dice data the way you want, and then use Jet to generate comprehensive reports. Additional features included in the application – such as the GL reporting function, which lets you retrieve credit, debit, and budget balance information from the general ledger account in Dynamics NAV – can be used to combine multiple reports into single documents.
  • Flexible Templates – With this tool, employees can personalize templates and documents by adding company logos, modifying fonts, changing fields, etc. Providing more than 20 templates and giving users the opportunity to change the layout according to their needs and preferences, Jet makes it easier for employees to understand company reports, which will positively impact your overall activity. Moreover, the templates included in this application reveal the best uses of standard Excel and Word functionality that many users might be unaware of.
  • Integrated Customization – From Word and Excel capabilities to sales and marketing reporting, you can access all business data within a flexible, familiar environment. Besides grouping records according to specific criteria and selecting the type of data you want to receive, you can set up the application to send reports in different formats.
  • Advanced Security – Jet Reports is configured by default to comply with standard security features in Dynamics NAV. Just like Dynamics NAV, the application allows authorized users to access and manage data according to their roles.
  • Multiple Languages – As soon as you install and activate the add-on, you no longer have to worry about translation. You can have any of your reports translated in different languages, including French, German, Dutch, Spanish, etc., with just a few clicks.
  • Flexible Licensing Model – Jet is available in three different versions: Express, which is free, Essentials, and Enterprise. Since the Express version doesn’t include a license, you can install it on as many computers as you like.

Unlike other Business Intelligence solutions that aren’t only very expensive, but also quite cumbersome to use, Jet combined with Dynamics NAV offers a reliable tool, which delivers critical business information in a succinct form, exactly when you need it. In conclusion, Jet Reports is one of the best applications leaders can use to gain more insight into business processes and run operations more efficiently.





NAV 2015

Scheduling Reports in Microsoft Dynamics NAV 2015

Running and scheduling reports in Microsoft Dynamics NAV 2015 has been enhanced and is now easier.

NAV 2015 now supports full integration with Microsoft Word. This means users can use MS Word to create and manage report layouts in the ERP. Other things made possible with the integration include capability to change font type, size, color, style, etc. in reports as well as schedule document reporting tasks.

Since most people are familiar with MS Word, this integration simplifies the task of creating reports.

NAV 2015

Through NAV’s report scheduling option, users can run reports at custom intervals. When a report is run, the report scheduler executes the action in the NAV server and outputs the report in Excel, Word or PDF format.

Here is an overview of how you can use the report scheduler:

  • Configure resource intensive reports to be run when the server is not busy
  • Run reports on the NAV server instead of the client.
  • Save your reports in the format you desire

The options available when printing a report from a client are also available when scheduling a report. You can also indicate when the scheduling should be done. If no option is selected, scheduling will start immediately.

The job queue in NAV 2015 is useful for scheduling lots of tasks that need to be executed automatically and regularly. When you want to schedule a job, the system will warn you if a job queue is not running on the middle tier.

How to Configure the Report Scheduler in NAV 2015

Follow the steps below on MS Dynamics NAV 2015’s main menu:

  • Click Departments, choose Administration and from the ensuing menu, select Application Setup
  • Next, click on Job Queue and open the Job Category List
  • Click New to setup a new Job Queue Category
  • Next, navigate to and click Departments, choose Administration and from the ensuing menu, select Application Setup
  • Click on Job Queue and open Job Queues
  • Click New to setup a new Job Queue
  • On the Job Queue Card interface, enter a value for Description and Code
  • Next, select the Job Queue Category that you created in the Job Queue Category Filter field
  • Finally, select the NAV server that you want the report to be run on

Starting/Stopping Reports Schedules

To start or stop a report schedule, click the Start Job Queue or Stop Job Queue button on the Actions pane respectively. The buttons are available under the Process category on the main menu fold.

The above are the steps to take to schedule reports to run on Microsoft NAV 2015. You can schedule reports to run from the Web, Windows or Tablet Client.

Viewing and Editing Reports

The final reports  can be accessed in new Report Inbox section introduced in the Role Center page.

To view the contents of a report that has already been processed, click the Report row and select the report you want to view. You will be prompted to open or save the document. You can hold, review any errors or even delete the report at this point.

If you want to edit a report that is still in a queue, click on it to open the Job Queue Entry Card. On the entry card, you can change the report and schedule it to automatically run at the time you want.

TIP: The best time to schedule reports to run is when the server is idle. This will ensure resources are not overstretched should you have resource intensive reports to run.

With scheduling, you are basically offloading the job of producing a report from whichever client you are using to the middle tier server. Thus, your client will be free for other tasks immediately while the long reports can wait.

Finally, the kicker with the reports feature in NAV 2015 is that the produced reports are stored in the My Reports box. The reports can be stored there indefinitely. You do not have to print or scatter your reports all over in cloud services like SharePoint or Onedrive.

Moreover, there is an option to show only Unread reports. With this feature, you will not have to skim through lots of old reports to find what you are looking for.





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.





Financial Management Solution

Microsoft Dynamics NAV: A Budget Planning and Financial Management Solution

In today’s competitive business world, organizations need flexible financial management solutions that can be integrated with other applications and data stores for improved functionality. Integration gives management an optimal platform for operating the business by providing insight through rich reports and analytics.

 

As competition in the global marketplaces continues to increase, so do the challenges and complexities of financial management. To thrive in today’s economic pressures, companies need to utilize every advantage, including using solutions that can enhance their budget planning and financial management.

Organizations need financial management solutions that can integrate processes and data, and in turn break down artificial barriers of information silos. One of such solutions is Microsoft Dynamics NAV.

Meet Financial Challenges with Dynamics NAV

Microsoft Dynamics NAV is a proven financial management solution that can enhance an organization’s budget planning. The ERP can provide deep insight that can guide operations and strategic initiatives. Its latest upgrade, the NAV 2013, has robust modules that make financial management easier for manufacturing and distribution companies.

Dynamics NAV offers a full general ledger solution that has the basic facilities required for setting up a company and posting to the general ledger: recurring journals, value-added tax (VAT) facilities, general journal, chart of accounts and source code.

Some of the tasks that can be accomplished with Dynamics NAV include:

  • Setting up accounts in the chart accounts.
  • Viewing net changes and balances as they are continually updated.
  • Checking how journal entries can affect liquid accounts before they are posted.
  • Entering figures in the general journal in any currency.
  • Developing budgets based on business unit, project or department.
  • Creating budges in a matrix window for any defined accounting period.
  • Defining the fiscal year as beginning on any date and dividing it into accounting periods.

Users can easily customize the design of Dynamics NAV by changing the appearance of forms, creating user-specific menus and adding additional tables and fields. The ERP can also be used to automate many of the financial procedures and practices of an organization.

User can define the level of control they want by setting up business rules in Dynamics NAV. For instance, discounts and payment terms for individual vendors or customers can be specified. Moreover, users can also handle the full range of currency issues and legal requirements inherent in international trade. This includes handling business transactions in euros and reporting to the management in the currencies of their choice.

Enhanced Modules in Microsoft Dynamics NAV 2013

Dynamics NAV 2013 is a complete financial management solution that makes it easy to connect financial information and transactions across partner companies and international deployments. The ERP has a number of enhanced modules including:

i) Inter-Company Posting

This module enables users to manage accounting for multiple companies in the same posting process. Users can also send documents to multiple partner companies.

ii) Responsibilities Center

Through this module, users can set up cost and/or profit centers. For example, a user can be connected to a responsibility center so that only purchase and sales documents related to the user are displayed.

iii) Cost Accounting

This module provides visibility and insight into budgeted and actual costs of operations, projects, products and departments. The result is better cost control. The module synchronizes cost information with the general ledger and allocates it to different cost objects and cost centers.

Through the Cost Accounting module, users can:

  • Transfer costs from the general ledger
  • Undo allocations
  • Pre-define recurring costs allocation rules
  • Enter and post internal allocations and charges in the Costs Journal
  • Cost budgets and transfer the entries to actual entries

It is also possible to get predictions of the company’s liquid cash through the Cash Flow Forecast. The module comprises of Cash Disbursements and Cash receipts, which when used together, can show a direct flow forecast.

Maximize Financial Management with Dynamics NAV 2013

NAV 2013 delivers integrated functionalities to support solutions for a wide range of organizational needs including distribution, manufacturing, supply chain management, customer relations management, financial management and e-business.

The ERP enables users to capture, share and leverage critical business information across the company as well as with partners. The solution can be customized and more functionality added as the needs of the organization change over time.






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.









Wholesale Distribution Software

7 Reasons NAV Is The Best Distribution ERP Software Solution

More than 100,000 organizations throughout the world are currently using Dynamics NAV. Delivering the perfect tool for performing a variety of processes, from basic accounting to complex distribution operations, NAV is one of the best solutions you can find to streamline your activities and increase efficiency. Besides offering a specialized system that can help organizations stay competitive in today’s market, here are seven more reasons why most distributors choose NAV over other distribution ERP software solutions.

Distribution ERP Software

  1. Powerful Functionality. Making available a series of useful functions, including Timeline Visualization, Assembly Management, Cost Accounting and Cash Flow Forecast, NAV provides deep insight into all the processes that drive business success. Having greater control across operations makes you confident that the right decisions are made at the right time. To help you improve productivity and boost profit margins, NAV offers a clear view across all the systems you use, while allowing you to automate different business processes, manage tangible (fixed and current) and intangible assets, manage inventory, forecast demands, schedule tasks, set special discounts for top customers, draft a wide variety of reports based on preset settings, etc.
  2. Simplicity. Simplicity may seem unimportant when assessing the characteristics of a distribution ERP system. However, one of the most important challenges for ERP software developers is to create more features, while keeping systems user friendly. Microsoft has managed to do this, Dynamics NAV being one of the few distribution ERP software solutions quick to learn and easy to use. Even greater is the fact that it provides the same intuitive look and feel as Microsoft Office, a software app suite that most people are accustomed to.
  3. Scalability. Running on Microsoft SQL server, NAV delivers a series of advanced features, such as indexed views, bulk insert, memory cache and three-tier architecture. What do all these mean? In a nutshell, NAV not only responds quickly to commands, but also supports new functionality, making possible horizontal and vertical growth at different paces. The multi-currency feature is a valuable add-on for the companies running global operations or planning to expand across borders.
  4. Customization. Providing full access to source code, NAV is one of the most versatile distribution ERP software. You can add modules, select features, modify formulas and policies, and create new fields from scratch within several minutes. Basically, any must-have requirement can be met with Dynamics NAV.
  5. Role Centers. Offering different Role Centers out of the box, NAV provides role-tailored features. For instance, special Role Centers for Accounting Managers allow accounting managers to access business data specific to their roles. Providing limited access to information is one of the best things you can do to protect sensitive data, including your clients’ addresses, names and credit card information. Further, offering information according to roles streamlines processes, helping your staff work more efficiently.
  6. Tracking Capabilities. Most distribution ERP software solutions are useless when it comes to tracing information back to certain events. Fortunately, Dynamics NAV is different. Equipped with “SumIndexFields,” a smart technology that records everything, NAV gives you access not only to all entries, but also to their details, regardless of when they’ve been made. Another great thing is that all entries are linked together, which means that you can choose a particular transaction and navigate back and forth to assess the impact it has had on your business. Further, the system verifies all the entries before posting them, preventing inaccuracies (e.g. subtracting items from stock lists before adding them, resulting in negative stock balance) from occurring.
  7. Cloud Functionality. NAV is available either on premise or via the cloud. Although you may feel more comfortable using the on-premise software version, NAV in the cloud provides added functionality, including online payment service, built-in integration with Dynamics CRM and remote access from anywhere, at any time. The hosted option is the best choice for any company searching for a robust ERP solution ready to keep up with its needs.

If you’re tired of hearing how “great” most ERP systems are, here’s one thing to keep in mind: Dynamics NAV is one of the most complex distribution ERP software solution capable to deliver incredible agility and flexibility, so that distributors can offer their customers unparalleled service.