NAV Customer Relationship Management (CRM)

NAV Know How: Customer Relationship Management

Developing and maintaining excellent customer relationships is crucial to any business. In this latest NAV Know How webinar, Metaphorix looks at the highly powerful CRM capabilities within Dynamics NAV. We cover versions 2013 and prior and 2015 onwards. Some of the functionality we look at in detail includes:

Contacts

  • Mailing groups.business relationships
  • Profiles/auto contact classifications

Handling Duplicate Contacts

  • Opportunities
  • Sales cycles- activities- to do’s
  • Create Quotation for Contact
  • Win/Lose

Campaigns

Segments

Interactions

We are split this webinar into two versions:

NAV 2013 and Below

NAV 2015 and Onwards

 

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For more information on Metaphorix tailored Dynamics NAV Solutions, or if you have any requests for NAV Know Sessions you’d like to see then please get in touch!

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Simple Document and Design

NAV Know How: Simple Document and Design

This NAV Know How webinar from Metaphorix covers Simple Document Design, including Page and form design.

Below are two key documents related to the video, these give users information on which software is required to develop reports for each version.

NAV 2009 R2 and below

NAV 2009 R2 RTC to NAV 2016 

Some of the things covered in this webinar include:

  • page design: adding fields, removing fields etc
  • report IDs Page IDs
  • Adding boxes, lines, labels, fonts, sizing

 

NAV Know How, Simple Document Page and Report Design, 2013 and Up

NAV Know How, Document and Form Design NAV 2009 and below

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For more information on Metaphorix tailored Dynamics NAV Solutions, or if you have any requests for NAV Know Sessions you’d like to see then please get in touch!

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VAT Reporting

NAV Know How: VAT Reporting, Year End and Currency

Our latest Dynamics NAV Know how webinar is now available online. In this video we cover the inbuilt VAT reporting functionality included in Dynamics NAV. VAT report preparation, table calculations and statement printing can all be performed from within the solution. We have divided these webinars into three versions:

NAV 2009 and prior (Classic Client)
NAV 2013 and prior (RTC)
NAV 2015 and onwards

Some of the topics covered in these webinars include:

VAT Reporting

  • Calculating and posting VAT settlement
  • VAT Statement

Year End Process

  • Close/create year
  • Close/create income statement

Currencies

  • Exchange Rates
  • Adj Currency Reavaluation Batch Job

 

NAV 2009 and prior (Classic Client)

NAV 2013 and prior (RTC)

NAV 2015 and onwards

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For more information on Metaphorix tailored Dynamics NAV Solutions, or if you have any requests for NAV Know Sessions you’d like to see then please get in touch!

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Credit Control

Standard Credit Control and Creation of Reminder Letters

In this Metaphorix NAV Know How session we look at the credit control functionality within three different versions of Microsoft Dynamics NAV these are:

NAV 2009 and prior (Classic Client)
NAV 2013 and prior (RTC)
NAV 2015 and onwards

The webinars cover a variety of functionality including:

 

Credit Warnings

  • Sales and Receivables Setup
  • Exceeded Credit limit
  • Overdue Entries

Credit Limit on customer card

  • Credit Limit turns red

Examples of Credit Warnings

  • Exceeded Credit Limit
  • Overdue Entries

Aged Accounts Recievable Report

  • Filtering
  • Export to Excel
  • Detailed

Reminder Letters

  • Reminder Terms
  • Reminder Letters
  • Begin and End Text
  • Create Reminders
  • Single
  • Batch Job
  • Issue/Print Reminders

 

NAV 2015 and onwards

NAV 2013 and prior (RTC)

NAV 2009 and prior (Classic Client)

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For more information on Metaphorix tailored Dynamics NAV Solutions, or if you have any requests for NAV Know Sessions you’d like to see then please get in touch!

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NAV Know How: Creating a test system

How to Create a test system and load fobs

The latest Metaphorix NAV Know How webinar covers test systems; how to create a test system and configure it correctly, how to load objects onto the system, how to import worksheets and the best practices when performing these actions.

Test systems are a valuable tool that give Dynamics NAV users the ability to test new releases in a safe environment without compromising the integrity of their live database.

The videos are divided into three versions:

NAV 2009 and Classic

NAV 2009 RTC

NAV 2013 and Higher

For more information on Microsoft Dynamics NAV or Metaphorix’s industry specific variants get in touch

NAV 2013 and Higher

NAV 2009 RTC

NAV 2009 and Classic

NAV Know How: Introducing Dynamics NAV 2016

Introducing Dynamics NAV 2016

This 45 minute webinar delivered by Metaphorix on 28th January 2016 is an introduction to Dynamics NAV 2016 including changes, functionality and benefits to the end user.

NAV Know How: Tailoring NAV RTC 2015

NAV Know How: Tailoring NAV RTC 2015