Tools and Tech

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Tools and Technology Related

Relationship Management (CRM)

Feb 23
  • 2,200 Views
  • 1 Likes
Relationship Management is a powerful but underutilized tool fully integrated within the NAV product architecture. Because of its integration extensive information is available for reporting and analysis on customers, vendors, prospects, products, sales, profitability, and much more. Its integration

Payment Processing (AP) - New

Feb 17
  • 2,519 Views
  • 0 Likes
This instructional video provides a comprehensive overview of the Accounts Payable Payment Processing functionality using the Role Tailored Client. ( Video length = 35 minutes )

NAV Workflow

Feb 23
  • 2,149 Views
  • 0 Likes
agilesWorkflow is a powerful tool for creating workflows in NAV. It is designed for companies of all sizes, and across all types of industries, with all kinds of workflow requirements. With agilesWorkflow, process optimization is made simple. Problems with process control, process optimization, desi

Jet Reports Browser

Feb 23
  • 2,958 Views
  • 0 Likes
The Jet Reports Browser is new to Jet 2009 and replaces the Designer in previous versions. The Jet Browser is the tool used to design and create reports. (Video length = 14 minutes)

Field Level Security (New)

Feb 17
  • 1,227 Views
  • 0 Likes
This video presents the new “Field Level and Data Security” third-party add-on from Mergetool.com. This comprehensive presentation discusses and demonstrates this new product for Dynamics NAV. ( Video length = 31 minutes ).

Jet Reports - Finance Demo (New)

Feb 23
  • 1,762 Views
  • 0 Likes
Jet Reports Overview Demonstration for Finance. (Video length = 2.5 minutes)

Microsoft Customer Source

  • 2,086 Views
  • 0 Likes
Microsoft Customer Source is an extremely useful web portal provided to Dynamics NAV clients that are current on maintenance. This useful and valuable resource provides unlimited web based training, a knowledge base, documentation, and a wealth of helpful information. This video shows how to use and

Jet Reports - Introduction Demo (New)

Feb 23
  • 2,161 Views
  • 0 Likes
Introduction to Jet Reports. This video is designed for perspective users of Jet Reports and provides an overview and value proposition for the product. (Video length = 4 minutes)

Dynamics NAV 2013 - What's new in Dimensions

Feb 16
  • 1,162 Views
  • 0 Likes
This video shows the new features and capabilities of Microsoft Dynamics NAV 2013 in regards to setting up and using Dimensions. ( Video length = 40 minutes )

Jet Reports - Executive Demo (New)

Feb 23
  • 1,644 Views
  • 0 Likes
Jet Reports Overview Demonstration for Executives. (Video length = 3.5 minutes)

Role Tailored Client Overview

Feb 21
  • 1,990 Views
  • 0 Likes
This video presents a high level overview of the Role Tailored Client (RTC) as it relates to the practical workflow and business value in a typical organization. (Video length = 5 minutes). See the NAV RTC User Group Video for a more in-depth demonstration.

Jet Reports - What's New in 2009

Feb 23
  • 2,487 Views
  • 0 Likes
Jet Reports is a dynamic and powerful report writer that functions as an add-in tool for Excel providing real-time access and reporting for Microsoft Dynamics NAV. This video presents the latest features in Jet Reports 2009. (Video length = 25 minutes)