Integrating Dynamics 365 CRM with Dynamics Business Central

When considering how to integrate Dynamics 365 CRM / Sales with Dynamics 365 Business Central there are a few things that need to be considered as there are different approaches to be taken. Integration from Dynamics 365 Customer Engagement (CRM) First let’s call out the Elephant in the room. While Dynamics 365 Business Central does […]

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What has changed with Dynamics 365 Business Central

Having gone through the many changes in the life of Dynamics 365 Business Central, I have been reflecting on this latest change to a ‘proper’ cloud solution. Functionally, it has been a side step; no separate cloud version, no new code base, no separate client to configure. So, I question why I feel that this […]

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A Marriage of Minds: CBIZ as Dynamics 365 Business Central Partner

We have recently engaged with a Dynamics 365 for Sales (CRM) partner to help on the Business Central part of their project. We always enjoy by partnering with other experts to solve an organisation’s problems, yet what I like about this particular opportunity is the way that the CFO has engaged the team. He was […]

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A Day in the Life – What it’s Like as the CBIZ Head of Sales and Marketing

Sometimes I get asked questions about what my day is like as Head of Sales and Marketing, so I thought best way to really answer those questions is to write a blog about it and explain how my typical day works. This Thursday morning, I stayed over in Grays in Essex and I have an […]

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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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Using the Available to Promise and by Item Category Functions in Dynamics NAV

What is Available to Promise? ‘Available to promise’ is a way of replying to customer order queries, based on what stock is available and when items can be delivered. The available to promise system fulfils orders and helps plan production. It’s often built in to business management software, and is available within Dynamics NAV (formerly […]

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Team using Tasklet MobielWMS with Dynamics NAV

The Simple Satisfaction of Bar Code Devices (Tasklet & Dynamics)

Recently we went live on Dynamics NAV (Navision) with a customer in the seed industry, this was a tailor fitted solution that let them work they way that they really wanted to. One of the smaller parts of this project was getting the Tasklet Bar Code device up and running so they can speed up […]

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Dynamics 365 BC/Dynamics NAV Corporate License Use

Using Dynamics NAV Licences Across Businesses I recently went through an experience which taught me a valuable lesson, so I want to share it here. It relates to a topic which is unclear and often leads to customers and partners making assumptions – using NAV (formerly Navision) licences across businesses. There is some confusion around […]

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