One of the many features of Microsoft Dynamics NAV is the ability to filter the vast detailed data NAV records. To make the filtering easier, NAV has a sophisticated filtering system that allows you to filter on a single field or a combination of fields to isolate the data required. Many users never become accomplished with this great tool because they don’t understand the options for filtering data within NAV.My favorite NAV help screen addresses this issues. From NAV help, if you search for Entering Criteria in Filters (NAV 2015), a concise screen of filter options and examples is displayed. This help screen is beneficial enough that I have suggested to many of my clients that they print it out, laminate it, and distribute it to their … [Read more...] about My Favorite NAV Help Screen – Entering Criteria in Filters

Microsoft is offering a great promotion right now.  Purchase 3 or more Full Users to your license and receive a 15% discount!!!  But hurry because this promotion ends December 24, 2014.Eligibility for this promo:Existing clients that are on Dynamics NAV Perpetual Licensing model, Dynamics GP Perpetual Licensing model, and Dynamics SL Advanced Management edition of the Business Ready Licensing model.Clients must have first licensed their qualifying product, edition, and license model combination prior to July 1, 2014 and be current on an enhancement plan.----Contact us with any questions regarding this promotion or anything for your ERP needs.For more news and tips, subscribe to our blog.  … [Read more...] about “Get 3 More 4 Less” Promotion Ending Soon!

One of the most underutilized features of Microsoft Dynamics NAV is the Rapid Implementation Methodology (RIM) tool.  The purpose of the tool is to help clients convert data into NAV themselves, without paying a programmer to write conversions.  The RIM tool comes with the ability for the user to create Configuration Packages.Data will be imported into or exported out of a file or group of files within each package.By editing the package, the user can view, add, or delete files from the package.Within a package, it is normally recommended that the client setup one record manually and then export the data. This will create a spreadsheet that can then be populated and imported back into NAV.   By creating one record manually, it … [Read more...] about Dynamics NAV Rapid Implementation Methodology Tool

Boyer & Associates has recently run into a number of sand mining businesses that have outgrown their Quickbooks systems.  Sand mining for the oil fracking businesses in North Dakota is an industry that has exploded with most of the sand mining operations in Wisconsin being able to sell all of the sand they can produce.  In fact, most of the mines don’t compete because they all have the unique issue of being able to sell all of the inventory they can produce.  The constraint is in getting it to its North Dakota or Texas location, usually by railcar.Here are some of the issues we’ve been able to consult on and plan a resolution for with sand mining firms needing more robust systems:Creating a workflow for approving purchases. Many of … [Read more...] about Sand Mining ERP Systems

I have worked with Microsoft Dynamics NAV for 16 years, before Microsoft purchased it and it was called Navision. A common question I’m asked is if Microsoft Support is a good investment. My answer is yes, and here is why.Microsoft Dynamics NAV has had new releases approximately every two years, with some of them being major improvements in design, functionality, and technology. In the last three releases (NAV5, NAV 2009, and NAV2013), not only was the software functionality improved, but major changes to the technology behind NAV were implemented. Some of these changes include a stronger interface to Microsoft Excel, Rapid Implementation tools, and Role Tailored Client.With your Microsoft Support agreement, you not only get access to … [Read more...] about Benefits of Microsoft Support with Dynamics NAV

Boyer & Associates will be hosting two exciting, informative events on Microsoft Dynamics ERP solutions in September.  Both events, held at the Microsoft Technology Center in Edina, MN, are FREE and open to the public.The first event is our Microsoft Dynamics ERP Shootout, held Wednesday, September 17, from 8:30am - noon.  This  is the perfect opportunity for you and your team to see the industry-leading ERP solutions in one place, at the same time, and help jump start your enterprise software selection projects.  We will dissect and compare the most popular Microsoft Dynamics ERP solutions on the market, including Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL, to enable you to see, feel, and determine which … [Read more...] about Exciting, Free ERP Events in September with Boyer & Associates

Microsoft recently announced that Dynamics NAV would be integrated with Office 365, which is a match made in heaven (or at least in the cloud).Pairing NAV with Office 365 allows Microsoft to offer its most prolific mid-sized product with the power of tools like Excel and SharePoint. This combined functionality addresses many of the issues mid-sized businesses struggle with, such as remote entry and work flow. By using Excel as an entry point, companies can harness the power of Office 365 and NAV to allow their people to enter orders anywhere in the world through a spreadsheet design they are most likely familiar with using.With Office 365 being in the cloud, there are no performance issues based on a user’s distance from the main … [Read more...] about NAV and Office 365 – The Power of Sharing

With all the features of Microsoft Dynamics NAV’s manufacturing module, it is easy to overlook one of the most powerful – Constraint-Based Scheduling. For those people who are not familiar with Constraint...(read more) Source: Microsoft Dynamics NAV … [Read more...] about Constraint-Based Scheduling in Dynamics NAV

In an ERP system, actual numbers are usually preferred. However, there are times when the information is better presented in a graphical format. Microsoft Dynamics NAV 2013 has a number of graphs that...(read more) Source: Microsoft Dynamics NAV … [Read more...] about Charting your Data with Microsoft Dynamics NAV 2013

One of the more interesting features of Microsoft Dynamics NAV is the ability to rename a record. Within NAV, you can rename a Customer, a Vendor, an Item – almost anything. NAV will go through the entire...(read more) Source: Microsoft Dynamics NAV … [Read more...] about Renaming Records in Microsoft Dynamics NAV