Tools and Tech

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Tools and Technology Related

Microsoft Customer Source

Feb 23
  • 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

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 - 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)

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

Jet Reports - Scheduler Demo (New)

Feb 23
  • 2,419 Views
  • 0 Likes
The Jet Scheduler Demonstration shows the automatic creation and distribution of reports to individuals or groups of people. (Video length = 4 minutes)

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)

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 )

Jet Reports Scheduler

Feb 23
  • 2,831 Views
  • 1 Likes
The Jet Reports Scheduler is used to run reports that are used frequently such as daily, weekly, and monthly. The scheduler permits them to run automatically with no user intervention. (Video length = 9 minutes)

Warehouse Picking & Shipping

Feb 23
  • 2,930 Views
  • 0 Likes
Warehouse picking and shipping is a vital business process for any distributor or manufacturer. This Coffee with Chris session presents the optimum or best practice methods to pick, pack, and ship. It also includes a discussion of the powerful eShip integrated solution from Lanham and Associates. (V

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)

Dynamics NAV and Business Central Security & Permissions discussion

Nov 04
  • 3,185 Views
  • 1 Likes
A discussion on how to approach and automate security setup for Dynamics 365 Business Central and NAV (Formerly Navision) In this short video, we’ll show you ways through role-based security, permission recording, permission sets, and other techniques to simplify the setup and configuration of

Jet Reports - NAV Data Source

Feb 23
  • 5,067 Views
  • 1 Likes
This video describes how to connect Jet Reports to a Microsoft Dynamics NAV database. (Video length = 5 minutes)