Tools and Tech

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Tools and Technology Related

NAV Security

Feb 23
  • 808 Views
  • 0 Likes
This session of Coffee with Chris discusses NAV Security and how to protect your data and access to your system. (Video length = 48 minutes)

Relationship Management (CRM)

Feb 23
  • 1,553 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

NAV Workflow

Feb 23
  • 1,495 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

Microsoft Customer Source

  • 1,508 Views
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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

Role Tailored Client Overview

Feb 21
  • 1,430 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.

Lean Manufacturing Workshop

Feb 21
  • 1,367 Views
  • 1 Likes
Robert Abair & Associates, experts in the field of ERP and Lean, present this thought provoking workshop on rethinking how you do business. Bob is a leading expert and has provided consulting services to companies that include: Kodak, Friendly Ice Cream, Titlest, Milton Bradley, to name a few. (

Reporting - Classic

Feb 21
  • 803 Views
  • 0 Likes
Classic Reporting presents the customization or personalization of report menus, setting report options, selecting output devices, and report security using the Dynamics NAV Classic Client. (Video length = 19 minutes)

Reporting - Role Tailored

Feb 21
  • 1,270 Views
  • 0 Likes
Role Tailored Reporting presents the customization or personalization of report menus, setting report options, selecting output devices, and report security using the Dynamics NAV Role Tailored. (Video length = 17 minutes)

Product Configuration By Experlogix

Feb 21
  • 1,322 Views
  • 0 Likes
Dynamics NAV Companies worldwide use Experlogix Product Configurators to deliver personalized products and services to their customers with speed and accuracy. Experlogix meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating pr

Sales Analysis Reports

Feb 17
  • 701 Views
  • 0 Likes
Dynamics NAV contains more than 500 standard reports providing a wealth of valuable information and analysis data. This video focuses on the key reports that are used for sales and sales analysis. ( Video Length = 25 minutes ).

Sales Order Processing (New)

Feb 17
  • 1,074 Views
  • 0 Likes
This Sales Order Processing video is a comprehensive overview of the Dynamics NAV ordering process using the Role Tailored Client. Topics include: Form Overview, Number Series, Item Availability, Substitutions, Order Promising, Reservations, Item Charges, and Multi-currency. ( Video length = 38 min

Cash Receipt Processing (New)

Feb 17
  • 948 Views
  • 1 Likes
This instructional video presents a comprehensive overview of Cash Receipt Processing and Customer Deposits using the Role Tailored Client.  ( Video length = 36 minutes )