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Reducing the amount of data in Dynamics NAV / Dynamics 365 Business Central

Introduction As more people are upgrading to the cloud and also for compliance and speed reasons, we are going to mention how you can reduce the size of your database and the volume of transactions via the built-in tools within Dynamics 365 Business Central (which are the same for Dynamics NAV). This article is the […]

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How to use Reminders in NAV

One underused area of NAV (formerly Navision) is the ‘Reminders’ option, which allows you to manually set your own up or create an automated process, and choose from a range of methods to send reminders. This allows for more efficient credit control. NAV gives you the flexibility to choose which customer you want to send […]

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Dynamics NAV: How Important is Security to Your Business?

Setting Security Permissions NAV provides multiple levels of security that can be applied across your business systems, but do you and your managers understand it? Do you really know what your users can access, or change within the system? Would it worry you to find out the extent of a user’s access? Most managers will […]

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Reconciliation of Bank Statements in NAV

Using NAV for Reconciliation There are many ways to reconcile your bank accounts in NAV (formerly Navision). One method uses the basic ‘Suggest Lines’ function to manually populate the bank reconciliation and check for differences, which then posts the interest or any other items missing. CBIZ have customers are doing their reconciliations in many ways […]

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Dynamics NAV Report Scheduling

Stop Wasting Time Waiting for Reports to Run

We are now living in a world where everything needs to be faster – the internet, processes, access to information. People are more demanding and increasingly impatient. I’m getting more impatient, especially when running reports. Trying to be more efficient, I’d run a report off before a tea-break so it’d be ready when I got […]

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