Latest Business Central (NAV) Content — Page 32

Are you looking to improve your budgeting and forecasting process? Attend our session for tips, tricks and best practices that will help you continue to use Excel while also showing you how to streamline your budgeting and forecasting cycle, capture more meaningful information, and reduce the work required to manage the process.

If you are considering an eventual move to Business Central from GP, this session series is a must! In Part 1 of this two-part series, we explore the reality that these two systems do not provide a 1-1 experience. We’ll dive into differences in user interface, terminology, reporting, and more, and by the end of this two-part series, you will have a firm grasp on the variations between these two systems so you are prepared for an eventual transition to Business Central.

We will talk through how certificates work, what you need, and how EVERY organization can start doing this correctly, today. This is already used and expected for most of your applications and services but there are a number of areas where it requires a little interaction. Here we will start with an understanding of what a certificate is, and then explain how you can go about working with them.

Do you get anxious when thinking of moving apps to the cloud? Are you uncertain of how to approach a cloud discussion with leaders of your org? As customers move business apps to the cloud, it becomes important for financial leaders & staff to understand the tech pros & cons to evaluate the right fit for the org. Tech can be daunting to learn; In this session, we will provide the 101 version of What is Azure Data Lake export, why you should care and whether it’s the right fit for your org.

In this session we discuss what to expect after going live on Business Central, drawing from 20 years of implementing Microsoft products. Topics include, how to control support costs, data stewardship, continuing education, and what to do with those left-over initiatives from the project. The session begins with surviving your first month end and first bank reconciliation, then moves on to discuss SaaS upgrades and post-go-live best practices.

While we often consider digital transformation projects ‘technical’, the change success formula reminds us that successful change is 50% people dependent, 30% process, and only 20% about the tool/technology. If your people aren't on-board, the technology won't be used, and that's money down the drain. Enterprise projects need a designated “Change Manager” to be the voice of the project to all stakeholders AND to be the voice of the stakeholders to the project team.

Using custom Excel report formats, you can now use Pivot Tables, Charts, and many other Excel-based features to enhance your reports.  During this session, we will review how to use Word and Excel custom formats for existing documents and reports, and also how to create new reports to use with Excel-based reporting.

Review Tools and Techniques used for report writing along with examples and steps to create and modify report layouts in BC from scratch. This will cover Word, RDLC and the new Excel Layout format available in BC 2022 Wave 1.

Is your SMB still running a legacy Dynamics ERP solution? Join us to learn about the many benefits of migrating to Business Central, the powerhouse Microsoft cloud ERP solution. It’s easier than you think to migrate to the cloud, your team is guaranteed to be more productive, and there are virtually endless opportunities to streamline and automate processes. We’ll present case studies from customers in different sectors who moved from NAV and GP on premise to Business Central with great success.

It seems that we have come full circle, with most companies today selecting best-of-breed apps and then integrating them to work together. But there are integrations and then there are kick-ass integrated solutions! In this session, we will cover five elements of an integration that you should always consider in order to have your company singing your praises for generations to come.

Let's explore leveraging tools already at your fingertips by utilizing Business Centrals integration within Microsoft Teams. Make decisions faster within your organization, increase productivity, and improve business processes with software you are already using.

Posting groups in Business Central are in general links between accounts in the different application areas to the G/L accounts in the general application area. Because of that posting groups are the spine of the finance module in Business Central. But how important they are, they are even more complex on first sight. In this session, we will try to demystify posting groups and show a different approach for a better understanding of their logic. In this first part we will cover standard inventory and trade scenarios with examples.

For those who are considering a new software implementation. This session is for anyone who has never implemented, or has failed at implementing, software. Suzie, an ERP solution consultant, and Tiffany, a project manager, will share key lessons learned, tips, tricks, and gotchas to prepare for in an implementation. Through this session, we will explore the importance of requirements gathering, clean data, testing, and other elements that may bring better success to the project.

As we all move away from printing as much as we can, it is still a part of business. BC has a number of ways to accomplish this, and we will discuss them all.

How do you know who has access to what? What are the best practices for managing BC/NAV permissions? We'll discuss how to make sure employees can do what they need to and not what they aren't supposed to. We'll cover the steps required to set up a new user in BC/NAV. We'll review processes to assign permissions, manage user groups, and create customized permission sets including a demonstration of the permissions recorder. Attendees will be invited to share real life stories and solutions.

You’ve learned the manufacturing modules, you’ve taken the classes … now you want to put that all into practical use. Learn the best practices for different kinds of discreet manufacturing (Job Shop, Production, Engineer to Order, Configure to Order, etc.). An open Q&A is welcome so you can ask specific questions of a manufacturing expert.

Join us for an overview of all the newest Lanham solutions, information on upgrading these solutions from NAV to BC,…

Today’s world, more than ever, is wrapped around eCommerce. Many companies that were pure B2B are making the transition to…

Business Central contains two different methods of reconciling bank statements. During this session, we review each of these methods and…