Microsoft Dynamics NAV

What’s New in Dynamics NAV 2018

Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) with over 110,000 companies using this business software solution. Built for mid-sized organizations, it is fast to implement, easy to configure, and simple to use. Right from the start, simplicity has guided, and continues to guide, innovations in product design, development, implementation, and usability. Here is a brief explanation of what’s new in NAV 2018 since the NAV 2017 release. Read more

Dynamics NAV and 365/AX User Group Summit Gold Sponsors

What are your plans October 10-13, 2017?  We are a proud Gold of NAVUG and AX/Dynamics 365 Enterprise Summit Nashville, one of the most engaging conferences in the industry. And as a Gold ERP,  Clients First is excited to share this experience with you this October in Nashville, TN as we squeeze every last bit of functionality out of the products and get you the ROI you want—and deserve.

Why YOU should attend
NAVUG Summit is THE go-to conference bringing together industry experts, software development vendors, and everyday users to discuss important issues, trends, product updates, customer pain points, and genuine solutions. The value of NAVUG Summit is endless! Here are a few more reasons why you should attend:

  • Meet & network with your Dynamics NAV buddies: Boost confidence, competence, and connections with fellow Dynamics NAV peers who know the importance of learning together.
  • Geek out over great content: Attend hands-on training sessions that will make you feel able to accomplish everyday tasks and take this information back to team members of all skill levels.
  • Learn from your seriously smart peers: Dynamics NAV can be a challenge to master, but with masters in the industry at hand to help, you’ll never have a better chance to grow than at NAVUG Summit.
  • Evaluate and test solutions: Learn about tools available to you and your company, then take them for a test drive, troubleshooting and asking questions that will prepare you to implement new skills as soon as you step back in the office.

Visit us at booth 870 and meet our NAV and AX/Dynamics 365 Enterprise team.  Register here!  https://www.navugsummit.com/home

If you want more information on the software and our services, we invite you to get in touch with our friendly advisers at Clients First Business Solutions.

Email: Minneapolis/St. Paul, Minnesota, or call at 877.428.7205.

Email: Dallas/Fort Worth, Texas , or call at 800.331.8382.

Dynamics 365 for Financials

Dynamics 365 for Financials Has A New Name

Dynamics 365 for Financials once known as “Project Madiera” gets a new name starting 07/01/2017; the software will be called “Dynamics 365 for Finance and Operations, Business Edition” to better reflect its capabilities. Whatever the name, I am excited to share the functionality of the software to help SMB’s solve supply chain issues through the use of an ERP that will have the full capabilities of NAV in October.

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Dynamics NAV to Dynamics 365 for Financials

Dynamics 365 for Financials Functionality

Overdue Announcement Made: Dynamics 365 for Financials will  have the full functionality of Dynamics NAV

Updated 05/25/2017: If you have been a follower of our blogs about Dynamics NAV, then you will have noticed our almost year long silence about the software. Clients First Texas specializes in helping manufacturers, MRO’s and Service Companies  with ERP software.  Because Dynamics 365 for financials only contained a subset of Dynamics NAV functionality, we did not think that Dynamics for Financials would be a good fit for our clientele.  Our stance on this has changed as Dynamics 365 for Financials will have “full NAV” functionality by the end of the year.  At Directions Asia held in March 2017, Microsoft announced that Dynamics 365 for Financials will have the same code base, and be the same product but will be offered in a SaaS model.  Oct 1, 2017. Read more

Prepare Yourself for Dynamics Summit 2016!

 

Dynamics AXUG and Dynamics NAVUG Summit Gold Partner Texas

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We invite you to join Clients First and your Microsoft Dynamics peers at Summit 2016 this October 11-14 in beautiful Tampa, FL.

As a Gold Sponsor of this annual Dynamics user conference, Clients First is excited to attend Summit, the leading live event featuring high-level insider knowledge from Microsoft and user-produced education on how to maximize the performance of your ERP software. Expertise is shared openly and honestly in an authentic community-driven environment that allows attendees to hone in on their product version, industry and role—providing the ultimate customized experience that offers return on investment year-round. Knowledge gained at Summit has real-life application and the potential for remarkable results. Read more

Watch Dynamics ERP & CAD Integration Webinar Video

CAD to ERP Integration

I am pleased that we had so much interest in our presentation of CADLink to Dynamics AX.   Of course CADLink works with Dynamics NAV, Acumatica and most all ERP solutions even though the ones we represent are the best!  CADLink is important to us because the customers and prospects at Clients First are either a MRO (maintenance, repair and overhaul) in the aviation or heavy equipment industry or they are a complex discrete manufacturer.  Even our MRO clients have a CAD and BOM requirement since they often are re-engineering and re-manufacturing engines, turbines or other equipment.

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CFO’s Discover Tangible ROI of CADLink Integration to ERP

Tangible ROI Factors of CADLink Integration With ERP

As a CFO of a manufacturing or MRO company, you know all to well, how your time spent looking at the bottom line, and directing your business through financial mazes and getting the best business solutions for your company can be a time consuming process.  Clients First Texas recently partnered with an Independent Software Vendor (ISV) with great references and a solution many of our manufacturers need; CADLink by Qbuild has tangible returns on investment of integrating CADLink with your ERP solution.  As a result, we are presenting the CAD integration solution by having a webinar aimed at the manufacturing and MRO industries.  The webinar will be held on March 24th at 12PM CST. Read more

Join Our Launch Event Showcasing The New Dynamics AX

Launch Event Showcasing The New Dynamics AX

Join Clients First Texas as we are hosting a launch event on the new Microsoft Dynamics AX on March 8th or 9th, 2016.  Discover the new features of this powerful business technology written entirely written in HTML 5 with a code upgrade, that is a true Cloud ERP Offering.  This will allow Dynamics AX to be used across any internet enabled device.

Learn how Microsoft Dynamics AX can help you increase the speed of doing business.

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Secrets Of Obtaining Easier Business Approvals Using NAV Workflows

Microsoft Dynamics NAV workflow functionality making business processes easier.Microsoft Dynamics NAV Workflow Functionality

Who doesn’t like work being easier? Microsoft Dynamics NAV makes work processes almost painless through new features in the 2016 version like posting previews and workflows.  NAV workflows ensure your business follows best practices by automating approval requests and request notifications.   What makes this functionality even more impressive in Microsoft Dynamics NAV 2016, is that your business can use more than 20 workflow templates to connect business processes according to best practices.

Anyone with appropriate permissions can design a workflow by creating or modifying workflow steps and selecting from lists of events and responses. A workflow designer can build sophisticated workflows, without the need of adding application code.   For example your sales team would like to sell a finished good that has slim margins since they have some latitude on pricing.  However, if they price an item below a certain margin percentage a workflow could kickoff that would require the controller, sales manager and/or the CFO to approve the order prior to shipping.  This is especially important to manufacturing companies and of course any distributor.

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Integrate CAD Software With Dynamics Using CADLink

 

Solve CAD Software & Engineering Manpower Issues Using NAV & CADLink

With Microsoft Dynamics NAV or Dynamics AX and CADLink, your company can eliminate clerical work and increase the efficiency of every skilled engineer.  As your business relies on engineers in your manufacturing processes, you know all too well that engineers hate wasting their creative genius doing menial tasks such as data entry for supply chain bill of material updates.  CADLink can remedy this by synchronizing your CAD software bill of material items with a two way data push that reduces data entry errors, and inaccuracies to ultimately prevent: Read more