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 […]
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 […]
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 […]
MTD for Navision 2009 Classic Client In recent weeks the CBIZ team have seen an influx of enquiries about Making Tax Digital for unsupported versions of Dynamics NAV (formerly Navision), so we wanted to take the opportunity to make any users or partners with customers on unsupported versions aware of our add-on. How CBIZ can […]
Understanding the Client’s Needs CBIZ had been approached by UPayCard (the trading name of Moorwand Ltd) to see if we could help them with a business problem. Although we’d had a couple of productive conversations, the whole picture still wasn’t clear, which was how I found myself on a plane to Moldova. The Finance Director […]