Microsoft Dynamics NAV

Service Management Module

Microsoft Dynamics NAV ERP system software has been designed to streamline your organization’s service operations, enhancing efficiency and profitability. Easily manage customer calls and queries, track support tickets, allocate resources, create reports, and carry out asset management.

Enhanced integration with manufacturing, warehouse management, and assembly management helps to optimize operations by connecting the shipping of service items with the warehouse.

Planning and dispatching of materials provide deeper insight and better control of service processes. The demand overview gives the perspective to see all the supply and demand that is associated with an item, helping provide accurate delivery information to customers.

Microsoft Dynamics NAV 2016 offers the following management capabilities:

• Service Order Management directly converts project quotes into service orders. Service requests can be created automatically or by customer initiation depending upon the terms of service agreements. Schedule impromptu service orders and get a complete view of service orders and service order quotes that are easily accessible via the service order log.
• Service Contract Management allows for creating, monitoring, and managing contractual agreements with customers via contract templates. Easily view contract histories, quotes, gains, and losses; track invoicing and service history; and measure contract profitability.
• Service Price Management offers the ability to set up and monitor service prices based on different criteria such as a service item, service task, or for a specific customer or for a limited period of time.

Business Intelligence Module

Microsoft Dynamics NAV Business Intelligence provides crucial, real-time business information and an extensive range of analytical tools to assist in managing budgets, creating and consolidating reports, analyzing trends and relationships, and sharing knowledge.

Microsoft Dynamics NAV ERP software delivers Business Intelligence (BI) capabilities that provide the capacity to predict trends, reveal insights, and operate seamlessly at optimal performance. The intelligence, analytics, and reporting features are designed for companies, both large and small, to assist in managing the abundant quantities of information and data generated by ERP software systems.

• Microsoft Dynamics NAV BI integrates naturally with multiple applications such as Microsoft Office, Microsoft Dynamics NAV Business Analytics, Microsoft Office Business Scorecard Manager (BSM), Microsoft FRx, Microsoft Dynamics NAV ODBC Driver (NODBC), Microsoft SQL Server Analysis Services, Microsoft SQL Server Reporting Services, and Employee Portal for Microsoft Dynamics NAV to deliver intelligence capabilities making it readily accessible to all employees for seamless collaboration.
• Transform raw data into rich visuals with the use of Microsoft Dynamics NAV BI reporting tools to see new possibilities and risks at a glance.
• Pinpoint new opportunities with real-time contact data, company insights, and news alerts. One-click Sync ensures that your sales team has up-to-the-moment information at all times.
• Transactional Insight permits users to find all information from any transaction in the system which allows for deeper insight and further analysis.
• Business Insight capabilities are fully customizable and can be used to monitor business performance by combining historical patterns and forward-looking trends, which is critical to the decision-making process.
• Built-in tools such as report wizards and account schedules allow users to create reports to compare actuals versus budgets, giving a clear view into the effects of marketing campaigns.

Financial Management Module

Microsoft Dynamics NAV ERP system offers a complete general ledger solution that provides finance and accounting solutions for tracking and analyzing all your company’s financial information. 

With end-to-end integration, administration of all financial tasks such as creating and maintaining a general ledger; managing analytical accounting, inventory, cash flow, manufacturing costs, bank accounts, and fixed assets; as well as posting transactions; preparing financial statements; and reconciling accounts and collections across multiple companies, locations, and currencies is easily managed.

Other financial management features of Microsoft Dynamics NAV designed to enhance manufacturing capabilities include:

• FlowFields, which updates and recalculates continually to ensure that users receive up-to-the-moment financial data.
• Cash Manager, a bank account management system that allows users to create and modify bank accounts, transfer funds between bank accounts, and also automates the complete check-writing process. 
• Lookup Buttons that can be used to get direct access to information in a table format eliminating the need for any data re-entry.
• Payables and Receivables, which allows users to define payment terms, payment methods, discount periods, and finance charge terms.
• Security features that allow management to specify who can view what information using record-level security.
• Traceability, which ensures that all transactions have an unmitigated audit trail, creating complete transparency.
• Fixed Assets that defines particulars for an asset or group assets from acquisition to disposal and also reports the required depreciation conditions.

Project Management Module

Microsoft Dynamics NAV ERP system delivers a complete software solution designed to assist in profitably managing every step from resources and budgets to jobs and invoicing. An accelerated workflow via automation helps to better monitor ongoing projects while also planning for long-term ones.

Microsoft Dynamics NAV software helps budget for costs and time, automate billings, track resource costs and usage, plan capacity, and predict availability lending to sound decision-making based on comprehensive information. Keep projects on track, align people and processes for smoother productivity, reduce errors by automating repetitive tasks, and provide accurate estimates for customers. 

Streamline internal communications between on-site employees and the corporate office with role-based views of relevant information, improve customer relations by accessing customer information with a user-friendly desktop interface, and increase collaboration with Web portals and shared project libraries. 

Microsoft Dynamics NAV ERP software includes several granules designed to improve project management capabilities:

• Basic Resources tracks resources and pricing.
• Jobs tracks usage of jobs and data for customer invoicing by managing both fixed-price jobs and time-and-materials jobs.
• Multiple Costs manages alternative cost structures for resources and resource groups based on either fixed charges, additional percentage, or increased fixed charges.
• Multiple Currencies simplifies international business transactions by managing multiple currencies including payables and receivables, general ledger reports, inventory, and bank accounts.
• Sales Invoicing can be fully integrated with Basic General Ledger and Basic Inventory to create, post, and print invoices and sales credit memos.
• Purchase Invoicing can also be fully integrated with Basic General Ledger and Basic Inventory to create, post, and print purchase invoices and credit memos.
• Purchase Order Management manages purchase order processes, purchase quotes, and blanket orders.
• Employee Portal provides user-friendly access to live Microsoft Dynamics NAV data for employees via Microsoft Web platform; both Windows SharePoint Services and Microsoft Office SharePoint Server are supported. This feature allows for simpler tasks such as viewing, creating, updating, and deleting data in an easy-to-use and familiar environment.

Supply Chain Management Module

Microsoft Dynamics NAV ERP software tailors the workflow process, manages inventory, helps to pursue new market opportunities, improves responsiveness, and provides efficient partner collaboration. 

Expand manufacturing capabilities with the automation of Microsoft Dynamic NAV’s Supply Chain Management (SCM) that helps to reduce redundant tasks, increases accuracy, and aids in minimizing handling time and overhead. Microsoft Dynamics NAV ERP integrates seamlessly with Microsoft Office, which streamlines cross-department communications and reduces the need for extra training time. 

Microsoft Dynamics NAV ERP SCM solution gives the control needed over your supply chain by providing a customizable and detailed view of supply chain activities such as inventory levels, trend reports, forecasts, and transportation plans — in real time. Monitor supplier statuses, storage facilitates, production plants, and distribution centers for more effective tracking and management of all processes, from ordering and acquisition of raw materials, to manufacturing and delivery of finished goods.

Microsoft Dynamics NAV 2016 offers the following Supply Chain Management features:

• Alternative Order Addresses, which is useful for managing orders from vendors that have more than one location from where orders are shipped.
• Alternate Ship-to Addresses accommodates customers who have more than one address to where orders are shipped.
• Alternative Vendors aids in managing purchases of the same item from multiple vendors. Customize for each vendor according to items, required lead times, and price agreements. 
• Analysis Reports provide management with flexible and efficient ways to get pertinent information from the system to make day-to-day decisions with confidence. 
• Assembly Management allows for specification of a list of sellable items, raw materials, and resources that comprise a finished item or a kit to replenish assembly items and to document customers’ specific requirements.
• Basic Inventory tracks items in stock along with their units of measure, unit cost, pricing method, etc. Quantity and cost records of transactions are posted in the inventory ledger for costing calculations and inventory valuation. 
• Basic Payables enables generation of vendor ledger entries using General Journals. When used with the Multiple Currencies feature, managing payables in multiple currencies for each vendor is seamless. 
• Basic Receivables manages receivables using General Ledger. This feature also works with Multiple Currencies for posting customer transactions in different currencies.
• Bin organizes warehouse inventory by assigning items to bins.
• Drop Shipment handles order shipments directly from the vendor to the customer through automation. This feature keeps track of order costs and profits without having to stock items in inventory. 
• Item Charges factors in item charges including the value of additional costs, such as insurance or freight charges, into the unit price.
• Item Substitutions links items with the same or similar characteristics so substitute items can be offered when stock is unavailable. 
• Item Tracking manages and tracks serial and lot numbers, both manually and automatically, allowing the shipping and receiving of multiple quantities from a single order line entry. 
• Location Transfers track inventory as it is moved from one location to another and accounts for the inventory in transit and at multiple locations.

Sales and Marketing Module

Microsoft Dynamics NAV (formerly Navision) ERP software system assists in efficiently managing customer records, sales histories, contracts, and service agreements; creating and launching marketing campaigns; tracking customer activity; and forecasting and tracking parts consumption.

The built-in functionality of Microsoft Dynamics NAV offers reliable tools for sales and marketing teams by providing access to current information via seamless integration with Microsoft Office. Quickly and effectively analyze performance using powerful reporting tools and keep sales and marketing staff current and connected while mobile with Microsoft Windows SharePoint Service integration. 

Features of Microsoft Dynamics NAV 2016 include the following granules:

• Campaign Management organizes campaigns based on contact list segments that can be defined according to specific criteria such as contact profiles, sales histories, and interactions. 

• Task Management organizes tasks relating to all sales and marketing activities. Create to-do lists and assign tasks for other users or teams. 

• Opportunity Management monitors sales opportunities by allowing the division of sales procedures into stages, presenting an overview of sales potentiality.

• Contact Management maintains an overview of contacts offering a customizable approach. This granule integrates seamlessly with the Sales and Receivables granule.

• Document Management records all interactions with contacts such as telephone calls, correspondence, and meetings. Microsoft Dynamics NAV integrates fully with Microsoft Office allowing documents to be attached to interactions in Word, Excel, or .txt files. 

• Mail Logging logs all email correspondence. Log inbound and outbound email sent through either Microsoft Dynamics NAV or Microsoft Outlook with the use of Microsoft Exchange Server. 

• Electronic Invoicing sends and receives electronic invoices and credit memos, which are then integrated, along with scanned paper invoices, into the document management application.

Human Resource Management Module

The Human Resource Management (HR) functionality in Microsoft Dynamics NAV ERP software efficiently organizes and processes detailed employee records: Maintain all employee records such as employment contracts, absences, qualifications, confidential information, experience, skills, training, education, and union memberships. 

Microsoft Dynamics NAV HR software helps to manage all areas of human resources easily and accurately by eliminating the time-consuming, manual process of redundant data entry and decreasing the margin of error. RoleTailored access and tight security features ensure that sensitive information gets delivered to only the right people.

Other features of Microsoft Dynamics NAV Human Resource Management include the ability to:

• Store personal information. 
• Track job openings within your organization.
• Extract a list of candidates for newly-opened positions.
• Keep track of employee benefits and company items such as keys, credit cards, cars, and computers.
• Record all types of absences in customizable units of measurement.
• Attach comments, alternative addresses, and relatives’ names to employees’ records.
• Keep payroll in-house instead of outsourcing it.
• Meet complex regulatory and compliance requirements.
• Generate reports.
• Remember employees’ birthdays and important dates.

Support Options Module

The service plan benefits of Microsoft Dynamics NAV ERP software range from basic and self-support resources to personalized account management. Support resources within tiered plans include varied levels of support calls, unlimited online training, access to a technical and support portal, access to upgrades and updates, new version rights, cloud services support, and more. 

When you need personal, one-on-one support, Microsoft Dynamics NAV software support professionals can handle most requests immediately. And when an on-the-spot solution isn’t available, guaranteed response times help to ensure customer issues are answered promptly. All these benefits combined maximize the value of Microsoft Dynamics NAV solution.