Dynamics NAV is a Market Leader, What does this mean for your Business?

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Are you looking for a business solution which is quick in implementation, extremely user-friendly, customizable, and functional in rapidly changing environments? If your answer is “Yes”, then you need to get an upgrade to Microsoft Dynamics NAV 2018.

Dynamics NAV is a complete ERP software solution that comes with several new and advanced functions.  Dynamics NAV features aim at improving and enhancing the ways in which you manage and utilize business information, across different departments within your organization. NAV helps manage sales, marketing, services, and distribution.  Additional functionality is available through generic and customized add-ons that are integrated within the database.

Dynamics NAV is a market leader

Microsoft Dynamics NAV is different because it transcends traditional ERP systems by unifying the applications that manage your finances, sales, and operations together with the familiar Office apps that you already trust. Together with the power of the cloud, an ERP solution from Microsoft allows you to work anywhere, anytime, across all your devices. no matter what the device or access, your staff will have the same seamless user experience and security to protect your business and customers.

Microsoft Dynamics NAV has been designed for easy and agile implementation, that allows for business growth creating scalability, so businesses can start with what is needed for today and easily scale as their business needs change.

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Here are some benefits to your business that would help you consider an upgrade to Microsoft Dynamics NAV 2018:

NAV works seamlessly with Microsoft Dynamics 365—Dynamics 365 and Dynamics NAV 2018 works hand-in-hand and can share information seamlessly So no more switching applications while archiving customer information or processing orders and issuing invoices.

New Microsoft Power BI Integration

Microsoft Dynamics NAV 2018 with integrated Power BI is specifically designed to meet the requirements of small and medium sized businesses. The fully-featured model serves as the foundation for dashboard and reports, enabling you to explore and work on data as needed. Dynamics NAV provides Business Intelligence in the place and time you need it. With the new Power BI reporting control, you can gain awareness to your Power BI reports by making them visible from within the most highly-used lists in Dynamics NAV.

Not only are you able to view Power BI reports you select, but you can also interact and filter the reports by selecting records from the associated list page.

If you use Azure Active Directory as your authentication method, connecting with Power BI is simple. No more manually finding and entering connection information. Just sign in with your Azure Active Directory name and password and we’ll do the rest. During the sign in process, the Dynamics NAV connector will auto discover any tenants you are associated with and automatically create the connection to them. That’s it!

Azure SQL collaboration—Enjoy lower maintenance costs and more savings with NAV 2018, which comes with Azure SQL fully integrated into it.

Maintain a business advantage—With the evolving business world that is changing constantly, it is important to have solutions that give you a business advantage. Stay ahead of the competition with Dynamics NAV.

Test Automation Suite—Microsoft Dynamics NAV 2018’s advanced Test Automation Suite’s features helps in getting rid of tiresome manual testing procedures which in turn leads to short and efficient test hours with reliable results.

Efficient management of documentation—Manage documents and reports better by using Microsoft Dynamics NAV 2018. Use its document capture/ optical character recognition to capture, store, and also search for documents in a simplified manner. Another feature you can use for your business is automated invoices.

Finance enhancements—Save money and time with Microsoft Dynamics NAV 2018’s improved user experience that would simplify the financial functions and make lives easier! Microsoft Dynamics NAV provides accounting and finance solutions to help you track and analyze your business information. You can efficiently manage your general ledger, payables, receivables, inventory, analytical accounting, fixed assets, and cash flow, in addition to performing bank reconciliations and collections. You can even manage your financial processes across multiple currencies, locations, or companies.

Real-life business workflows—Do away with challenges in building business workflows as Microsoft Dynamics NAV 2018 can now help you in creating workflows using the best practices and standards, and modeled after real-life organizational process.

Updated integration with Dynamics 365 for Sales and Marketing

Campaign Management: Organize campaigns based on segments of your contacts that you define. Define segments based on specific criteria, such as sales, contact profiles, and interactions, and reuse existing segments or segmentation criteria. Use the Merge feature in Word (or send other file formats) to communicate with the contacts in your segment. To send a document to people of different nationalities in their native language, use Campaign Management with Interaction/Document Management.

Relationship Management: You can work more effectively with Relationship Management from your phone, taking advantage of enhancements to the Sales and Relationship Management Role Center. A simplified CRM includes contact management, interactions, and sales opportunities. You can also use improved interactions logging from your phone, logging email messages using Office 365.

Contact Classification:  Sort your contacts into categories, and automatically classify your customers based on specific criteria. For example, you can see the program group contacts in terms of revenue. Use this information to target contacts for your campaigns. Divide your customers into ABC segments and even use this module for rating (assign the weights of two questions to identify the value of a third question).

Contact Management: Maintain an overview of your contacts, and personalize your approach to them. Record your contact information for all business relationships. This module is tightly integrated with the Sales and Receivables application area. You can also:

  • Specify the individual people related to each contact.
  • Get an automatic alert if you enter contact information that already exists with the duplicate check function.
  • Get a precise view of prospects and customers by categorizing your contacts based on profiling questions.
  • Issue quotes to prospects or create sales documents for specific contacts if you have Sales Order Management.
  • Use Contact Synchronization to integrate your contacts from Microsoft Dynamics NAV with Office 365 or Microsoft Outlook.
  • Keep your contacts synchronized between Microsoft Dynamics NAV and Office 365 or Microsoft Outlook, and automatically run a background synchronization at scheduled times.
  • Use filters to synchronize only the Microsoft Dynamics NAVcontacts that you want to see in Office 365 or Microsoft Outlook.

To streamline your marketing reporting, you can specify a salesperson/purchaser code for user accounts. When you create sales or purchase documents, the default salesperson/purchaser code is the one specified for your user account. To increase sales people’s productivity in managing opportunities and to provide a more fluid experience for phone and tablet devices, you can set default chances of success in the sales cycle stages in opportunity management.

You can send a sales quote to a contact without having to create them as customers first. Filter exactly which contacts you want to export from a segment and send to a marketing agency. With contact profiling, you can create profiles for your contacts to help segment and classify contacts according to different profile attributes. You can then add these profiles, manually or automatically, by answering user-defined questions for each contact.

You can get sales orders from Dynamics 365 for Sales with write-in products transferred to Dynamics NAV. When transferring write-in products, you can map each product to a specific item or resource in Dynamics NAV.

Sales orders from Dynamics 365 Sales can be automatically converted to sales orders in Dynamics NAV without manual intervention. While transferring sales order from Dynamics 365 Sales, the Name field is transferred and mapped to the External Document Number field on the sales order in Dynamics NAV. Long product and sales order line descriptions from Dynamics 365 Sales are no longer truncated but are transferred to Dynamics NAV as additional sales order lines of type Comment. You can also transfer invoices in foreign currencies from Dynamics NAV to Dynamics 365 Sales.

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Contact us to get started with Dynamics NAV today! Meet with us at Directions NA in San Diego to  Network with experts, users, and partners to learn how our White Label Consulting services can help your NAV partnership grow.

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