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 […]

Read More

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 […]

Read More

Making Tax Digital (MTD): Electronic VAT Submissions Through Microsoft Dynamics NAV/Navision

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 […]

Read More

How Dynamics 365 Allows Sales and Marketing Collaboration

The Problems Between Sales and Marketing It’s well known that the marketing and sales departments in the same company have a difficult relationship. While marketing is required to produce good-quality content and attract and nurture leads, sales is required to close those leads. Each blames the other if no new leads are generated or they […]

Read More