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1:30 – 1:45 pm

Introduction to our Vertical Accelerator

Many of our customers design, build and install and repair large equipment in the industries of automotive, mining, forestry and oil and gas. They needed software to help project manager’s plan, schedule and executive efficiently and with good visibility as well as software to help track the project communications, documents and change orders. Dynamics NAV not only provides this but also the ability to create work orders to manufacture product and service tickets to install and commission projects in the field.


Vox ISM saw a need for this industry and created a vertical solution using the Microsoft Dynamics platform. This solution integrates Dynamics NAV, CRM and additional software that Vox created to provide a powerful, out of the box and easy to-use solution that is pre-built for this industry.


We will provide an overview of how the system works and its different components before walking through a quote to cash cycle in the software.


Jim Heaton – President

1:45 – 2:15 pm

Quote to Cash

We will present an end to end flow from RFP to progress payments using the Dynamics System

–       RFP and Opportunity

–       Estimating

–       Job Initiation

–       Kick off and Design

–       Detailing

–       Manufacturing

–       Shipping

–       Installation

–       Progress Payments



Mike Fontaine – Application Consultant

2:15 – 2:20 pm

Questions and Answers

There will be a lot of software covered in a short period of time so we’ve reserved this section to circle back on items that were not clear and open the conference call lines for any questions that the group might have.


Mike Fontaine – Application Consultant

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