Microsoft Manufacturing (NAV, CRM, Office365) - December 7 Seminar in Cambridge (ON)

A digital office feeds the business’ appetite for disruption innovation. But the limitation and challenge is the existing information, technology systems and infrastructure.

New ways of working and thinking are required to see collaborative engagement instead of functional pockets of knowledge. Initiatives like replacing servers and IT staff with cloud infrastructure and managed services. This allows the organization to better focus on using systems instead of maintaining them. Other initiatives to allow for collaborating on shared documents in the cloud instead of emailing attachments for someone to revise. Digital services like OCR can boost productivity and younger employees can show the mature staff how to make better use the digital tools and new applications.

Welcome to the new world of Microsoft Manufacturing 2017. At Vox ISM we put the needs of Canadian Manufacturing first, focusing on relevance and productivity and leveraging the Microsoft technology second.

Microsoft Manufacturing 2017 Agenda

  • 1:30pm An Introduction to 2017
    • Microsoft Dynamics 365 ERP
    • Microsoft Dynamics 365 CRM
    • Office 365 Integration
    • Mobility
    • Power BI and Cortana Intelligence
  • 2:00pm Software Configured for Manufacturers and Distributors
    • 5 Levels of Scheduling
    • Time Tracking 7 Shop Data Collection
    • Machine Integration
    • Configurator
    • Business Intelligence and Management Reporting
    • Industry Specific Apps
  • 3:00pm Government Grants, Funding and Implementation Tools
    • COJG Funding
    • Customer Portals
    • ISO Implementation Tools and Techniques

Microsoft NAV Cash Collection and AR best practices - Dec 6 Webinar

Are you implementing AR best practices? Do you want to improve your cash flow?  Is all of your Accounts Receivable information on one system?

Most likely, you have corporate assets tied up in Accounts Receivable and it is difficult to get a handle on what to collect and when. Are your reports difficult to obtain and are they stale and outdated? Learn how to get better control of this valuable asset and turn it into cash faster using Microsoft NAV 2017.

AR best practices agenda

  1. Introduction to the software
  2. Best Practices
  3. Power of the Role Center - Accounts Receivable Administrator.
  4. Reporting - Standard NAV AR reports & Using Vox ISV Reports - SSRS, Jet Reports.  CRM Dashboards.
  5. Recording customer payments.  Deposits & Cash receipt journal.
  6. Tips and tricks for accounts receivable including: handling multiple addresses, sales orders, and more.
  7. Q & A

Dynamics 365 Mobility with Microsoft Outlook - Nov 1 Webinar

Gain access to all your Sales, Service, Marketing, and Financial information straight from Microsoft Outlook with the Dynamics 365 App for Outlook.

If you're like many people today you use Microsoft Outlook in the office on a regular basis. It is a familiar tool for your everyday communications, scheduling, task and contact management. In 2017, that just scratches the surface for what Microsoft Outlook is capable of doing. With the improved Office 365 and Dynamics 365 integration you can use Outlook to perform your CRM and NAV day-to-day activities too.  Manage opportunities, nurture leads, send quotes, create email templates, quickly add sales literature, and more. With Financials you can quickly gain insights into the contact's financial records within your organization, including creating new POs, credit memos, and sales orders right from Outlook. All of these features are part of the same Dynamics 365 App for Outlook. With all features available both online (browser) and for your desktop version of Outlook.

Agenda

  1. Integration, viewing information from Dynamics 365 within Outlook
  2. Creating a contact or lead from Outlook
  3. Tracking from Outlook to Dynamics 365, linking emails to records
  4. Adding appointments, phone calls and tasks
  5. Adding email templates, sales literature, and articles to an email

To see what we're talking about check out this short video.


Microsoft for Manufacturing 2017: NAV, CRM, Office 365 - Sept. 28 Seminar

A digital office feeds the business’ appetite for disruption innovation. But the limitation and challenge is the existing information, technology systems and infrastructure.

New ways of working and thinking are required to see collaborative engagement instead of functional pockets of knowledge. Initiatives like replacing servers and IT staff with cloud infrastructure and managed services. This allows the organization to better focus on using systems instead of maintaining them. Other initiatives to allow for collaborating on shared documents in the cloud instead of emailing attachments for someone to revise. Digital services like OCR can boost productivity and younger employees can show the mature staff how to make better use the digital tools and new applications.

Welcome to the new world of Microsoft for Manufacturing 2017. At Vox ISM we put the needs of Canadian Manufacturing first, focusing on relevance and productivity and leveraging the Microsoft technology second.

Agenda

  • 1:30pm An Introduction to 2017
    • Microsoft Dynamics 365 ERP
    • Microsoft Dynamics 365 CRM
    • Office 365 Integration
    • Mobility
    • Power BI and Cortana Intelligence
  • 2:00pm Software Configured for Manufacturers and Distributors
    • 5 Levels of Scheduling
    • Time Tracking 7 Shop Data Collection
    • Machine Integration
    • Configurator
    • Business Intelligence and Management Reporting
    • Industry Specific Apps
  • 3:00pm Government Grants, Funding and Implementation Tools
    • COJG Funding
    • Customer Portals
    • ISO Implementation Tools and Techniques

VISUAL to Dynamics NAV - Sept. 27 Webinar

There is no reason why you should settle for a limiting system when software and technology has progressed so much over the past 10-15 years

When was the last time you considered replacing your enterprise resource planning (ERP) software? Are you considering it more often but hesitant about the costs and effort related to a switch? At Vox ISM we have over 10 years of experience converting VISUAL Manufacturing companies over to Microsoft Dynamics NAV. We even created manufacturing apps that stack on the the base Dynamics NAV product to provide a more rich experience and deeper functionality. With the quick-start and new, more modern platform, your organization's transition from VISUAL to Dynamics NAV will be a smooth process.

Why choose Microsoft NAV?

How about because Microsoft invests billions of dollars into its business systems and Dynamics NAV is designed for the app-based mobile world. Dynamics NAV is also integrated into MS Office 365 so you can create forms using Microsoft Word, reports with Excel, and track communications straight from Outlook. Microsoft Dynamics NAV provides superior distribution, sales, marketing, job costing and financial modules. Or we could look at the 800,000+ companies using NAV worldwide, and over 8,000 companies in Canada using it too.

VISUAL to Dynamics NAV Agenda

  • An Introduction to 2017 Technology
    • Office Integration
    • Mobility
    • Dashboards
    • Power BI and Cortana Intelligence
  • Manufacturing Functionality and Apps
    • Work Orders
    • Time and Attendance
    • Costing
  • Accounting
  • Government Grants and Implementation Tools

Canadian Manufacturing Software for Oldcastle Shops - Sept. 21 Event

An ERP Solution Tailored to Windsor’s Needs

Windsor is known as the World Class Leader when it comes to the Tool and Mold industry. Microsoft Dynamics is the solution that has been developed to meet the complex and diversified needs of this niche market. Integration of all departments from Engineering through to Production and Finance has always been a challenge to all industries but especially in Tool and Mold. Join us for a Lunch and Learn session at the Ciociaro Club in Oldcastle as we guide you through the tools available to help you continue to be successful and grow your company well into the next decade.

Learn about the latest innovations to drive productivity

During this seminar we will show you how Microsoft Dynamics CRM and NAV can help to streamline your business and increase efficiencies almost immediately. World Class Manufacturing demands feedback, follow up and constant communication there is no time to sift through spreadsheets and notes. Knowing where you stand on daily basis in real time whether you are at work or out of town can be the difference between making the best choice or a choice that often leads to chaos and firefighting. Whether you build tools, run low or high volume production or are a subcontractor to the industry VOX ISM and Microsoft Dynamics can help you achieve your goals and objectives. Come on out and check out the Windsor Team!

Agenda

  • Lunch and Learn with Guest Speakers
    • Canada Ontario Job Grants - COJG
    • ASCIP Funding Program for Automotive Suppliers
    • FreePoint Technologies Inc.
  • Introduction to Microsoft 2017 Technology
    • Microsoft Dynamics 365 ERP and CRM
    • Office 365 Integration
    • Mobility and Power B.I. with Cortana Intelligence
  • Software Configured for Windsor Manufacturing
    • Manufacturing and Operations Control
    • Real Time Machine and Shop Data Collection
    • Accounting
    • Business Intelligence and Management Reporting
  • Government Grants, Funding and Implementation Tools
    • COJG Funding
    • Customer Portals
    • ISO Implementation Tools and Techniques

Smart Manufacturing - Sept. 20 webinar

We are entering into a new era of smart manufacturing that will interconnect and better harmonize the stages of manufacturing production to an advanced plant-wide efficiency.

Today a typical manufacturing plant uses information technology, sensors, intelligent motors, computerized controls, production management software and the like to manage each operation of a manufacturing process.  However, these systems do not ‘talk’ to one another. Data is required from both the operator and machine to provide and create “manufacturing intelligence”.

The ability to model, forecast, predict and correct will allow and generate flexible manufacturing, optimal production rates and faster product customization.  Nevertheless, to do this you need a modern business system that provides integration services, analytical tools and the backbone to manage millions of transactions.

The objective of this webinar is to demonstrate how your company can leverage the Microsoft platform and technologies to increase production, productivity and profit.

Vox ISM's Smart Manufacturing Agenda

  • An Introduction to 2017 Technology
    • Office Integration
    • Configure Screens
    • Mobility
    • Integration/Web Services
  • Top 3 App’s for Manufacturing
    • Paperless Shop Floor Collection
    • Direct PLC Integration
    • Scheduling
    • Configurator
  • Management Reporting with Artificial Intelligence
  • Cloud Services and Power Apps
  • Making Implementations Easy
    • Getting Started Wizards
    • SOPS, Videos, Forums
    • Portals
    • Funding

Upgrading Dynamics: More smiles, less pain - Sept. 6 Webinar

With the 2017 release Microsoft has created new technology that makes it easy to maintain and update your ERP and CRM.

Upgrading is no longer the painful, teeth-pulling problem as it was in the past for both the Microsoft Dynamics CRM and Dynamics NAV systems. Gone are the days of full-blown system-upgrades with long, costly and unproductive system down-times.  In fact, this might be the best reason to upgrade your Dynamics system now, so that you can stay current with the latest technology from Microsoft and the productivity enhancements from the evolving digital office.

The latest trend in the software industry is to eliminate customs and replace them with powerful APP’s and extensions that sit alongside the base code, rather than a customization directly within the code. These tools and techniques improve the overall functionality of the system while making it easy to upgrade to the next version of the software.

Join us on this webinar to learn about:

  • How to integrate CRM directly to Dynamics NAV
  • How to integrate Dynamics NAV with Office 365
  • How to integrate Dynamics NAV and Dynamics CRM to Power BI
  • Leverage new Apps
    • Microsoft Flow
    • Time and Attendance
    • OCR
    • EFT
    • Barcoding
  • Leverage Government Grants (COJG) to get a 66% refund on your training dollars$$$$
  • Local support with the Vox Customer Care Program.

To learn more on your own you can read about the steps to upgrade NAV here. Register for the webinar to see how easy it is to upgrade now!


Excel with Excel and Power BI - Aug 9 Webinar

What happens when you take your favorite business productivity tool (Microsoft Office Excel) and connect it live to a data set that merges information into logical words and meaning? Then with the click of a button deploy it to your phone to get the answer to any question about your business, from anywhere in the world? Growth, success, and a competitive advantage, powered by Microsoft Power BI, Excel, and Cortana (Microsoft's most powerful AI assistant).

What's the benefit of using Microsoft Excel and Power BI?

  1. Everyone understands how to use it
  2. It can be accessed from anywhere in the world
  3. Everyone can use the information, not just licensed ERP users

Excel is more than just a spreadsheet for many business owner, typically it’s used to display financial information, but more powerfully it’s capable of display trends, providing insight into problems that might not have been noticed and performing what-if modeling. In this webinar will we show you how to use Excel to increase profit, identify business process problems, create interactive dashboards for your phone and query Cortana on the fly to get an immediate answer to any question.

Some of the areas we will discuss:

  • Power BI
  • Excel Power viewer
  • Excel Analysis
  • Jet Reports
  • Flash Reports
  • Audit/Control Reports
  • Key Performance Indicators
  • Statistical Analysis
  • And more…

Labour Time Reporting: Real-time data with Vox ISM

labour time reporting on site
Pictured above: the LTR on the left, replacing the old punch card system on the right.

The Vox ISM Labour Time Reporting (LTR) is a module designed specifically for the NAV platform. It is a browser based application that tracks hours for payroll (HR), jobs, and production orders.

How does it work?

To start their day employees clock in with a scan card (barcode) or by entering their employee number manually into one of the available Windows PCs, tablets, or mobile devices. Employees will then clock in and out of various jobs, and production orders as they navigate their daily shop floor tasks. This process provides HR with the cumulative hours for processing payroll, while providing shop floor managers with real-time insights into their jobs and production orders.

“Before we implemented the LTR we were having time charged to jobs that had been closed for 2 years.” – Vox ISM Windsor customer.

Benefits

Tracking attendance

  • Tracks employee attendance hours
  • Generates a weekly hours summary for submitting to external payroll
  • Applies user defined shifts, breaks, and overtime rules.
  • Tracks time spent on indirect tasks and offsite tasks
  • Generates Labour Time Reports for monitoring and analyzing employee hours

Shop floor tracking

  • Jobs:
    • Resource time (employees and machines)
    • If an employee works on two or more production jobs concurrently the time is prorated.
  • Production Orders:
    • Direct labour hours and production quantities
    • Work centre time and machine downtime
    • Multiple resources tracked to the same production orders simultaneously.
    • Concurrently track time to more than one production order.

Other key benefits

  • The LTR does not use any NAV licenses
  • Real-time updates for costing, tracking, and scheduling
  • Reduction of the standard 7% error rate in tracking time for payroll, production and jobs.
  • Accurate recording with on screen verification and time sheet approval.

Get Labour Time Reporting now

Are you still manually writing up labour tickets, collecting them, paying someone to sort through and calculate your totals, and crossing your fingers a slip was not lost? All of this only to find out at the end of the month that you went over your budget? Get the real-time information on costing, tracking, and scheduling. Contact Vox ISM for more details.