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1:30 – 1:45 pm

Introduction to NAV

Microsoft Dynamics NAV 2015 offers impressive new capabilities to help your business grow without adding additional manpower. In this executive presentation we’ll present an overview of the ERP and a practical “how” to guide on how to implement software.

Jim Heaton – President

1:45 – 2:00 pm

Software Functionality that Makes Implementation Easier

Every year Microsoft releases over 100 new enhancements with each new version of Dynamics NAV. Let’s check out the top 10 ‘must have’ features that make the process easier

–       Streamlined user interface

–       Mobile access

–       Built in business intelligence

–       Totals on pages

–       Documents can be formatted with Microsoft Word

–       Schedule reports with one click

–       Enhanced and simplified security

–       Rapid upgrade functionality

–       Quicker cash collection

–       Mandatory fields for greater productivity

 

Mike Fontaine – Application Consultant

2:00 – 2:10 pm

Technical Requirements

Hopefully your starting to wonder; ‘What does it take to get up and running?’ so we’ll cover off the infrastructure requirements, software and hardware as well as different options for deployment

 

Trevor Reid – Technical Consultant

 

2:10 – 2:20 pm

What to watch out for

It’s easy to purchase and ERP system but tough to know what to watch out for.  As we’ve seen implementations succeed and fail, we’ll walk you through the typical pitfalls and show you what to watch out for.

 

Mike Fontaine – Technical Consultant

2:30 –2:45 pm

Introduction to CRMMicrosoft CRM delivers a robust out-of-the-box Customer Service solution which includes standard features like case management, field service scheduling, and a knowledge management module. For many companies, this built-in solution offers more customer service capabilities than they’ll ever need but for others it’s the core of their business.   In this short 15 minute segment we’ll provide an orientation and overview of these main features before we dive deep into the world of service.Jim Heaton – President

2:45 – 3:15 pm

Implementation PitfallsWe’ll walk you through the typical pitfalls of an implementation and the keys to success- Training- Usability

– Data

– Work Instructions

– Automation

 

Ed Michitsch –   Application Consultant

3:15 – 3:40 pm

Management ReportingThe real key to success in implementing a business system is that it provides information that everyone uses.  In this portion of the webinar we’ll illustrate how you can leverage the technology and rely on the numbers to run your company.-      Dashboards

–      KPI’s

–      Operational Reports

–      Management Reports

 

Mike Fontaine– Business Consultant

 

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