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 […]
Recently I was talking to a prospect that already has Dynamics NAV (the old name for Dynamics 365 Business Central) in his group of companies. He had approached CBIZ for some advice on how to expand its use to businesses with up to 50 users. I decided to investigate what the best option was: move […]
The Pressure of the Making Tax Digital (MTD) Deadline A recent CBIZ prospect told me they were hoping to go live on 1 April this year, and they wanted a cloud-based ERP system. Their contract with the incumbent supplier was due for renewal on 31 March, but they had already decided not to go ahead […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]