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What's New with Dynamics NAV: 365 Business Central

March 27, 2018 / 0 Comments / in Clients First Dynamics Partner, Microsoft Dynamics Business Central, Microsoft Dynamics NAV / by Nancy Phillippi

365 Business Central MobileFinally!  The much anticipated release of the SaaS version of Dynamics NAV now named Dynamics 365 Business Central will be available April 2, 2018.  We are very excited by this release since we have a large NAV customer base and we are also a CSP or Cloud Service Provider.  This means that Clients First can sell you Business Central or the Dynamics 365 Enterprise Edition.  Both solutions are great for finance, distribution and manufacturing, but as you can imagine Dynamics 365 Enterprise is for companies that have a larger employee count, and most importantly complex business requirements.


What's New in Dynamics NAV 2018

January 17, 2018 / 0 Comments / in Clients First Dynamics Partner, Best NAV Partner, Dynamics NAV 2018, Microsoft Dynamics NAV, What's New in NAV / by Nancy Phillippi

Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) with over 110,000 companies using this business software solution. Built for mid-sized organizations, it is fast to implement, easy to configure, and simple to use. Right from the start, simplicity has guided, and continues to guide, innovations in product design, development, implementation, and usability. Here is a brief explanation of what's new in NAV 2018 since the NAV 2017 release.


Dynamics NAV and 365/AX User Group Summit Gold Sponsors

September 22, 2017 / 0 Comments / in Dynamics User Group, Dynamics 365 for Finance and Operations, Clients First Dynamics Partner, Dynamics 365 Enterprise best partner, Dynamics NAV ERP, Dynamics NAV Gold Partner, Dynamics Nav User Group, Microsoft Dynamics NAV / by Nancy Phillippi

What are your plans October 10-13, 2017?  We are a proud Gold of NAVUG and AX/Dynamics 365 Enterprise Summit Nashville, one of the most engaging conferences in the industry. And as a Gold ERP,  Clients First is excited to share this experience with you this October in Nashville, TN as we squeeze every last bit of functionality out of the products and get you the ROI you want—and deserve.


Dynamics 365 for Financials Has A New Name

May 26, 2017 / 0 Comments / in ERP, Dynamics 365 for Operations and Finance Business E, Dynamics NAV App, Microsoft, Microsoft Dynamics Business Central, Microsoft Dynamics NAV / by Nancy Phillippi

Update: 3/27/18

Microsoft has replaced this solution with Dynamics NAV with a new user interface written in HTML 5.  The new name is now Dynamics 365 Business Central and is released on April 2, 2018.  Hopefully this is the last name change... see this article for more information: What’s New with Dynamics NAV: 365 Business Central


Dynamics 365 for Financials Functionality

April 07, 2017 / 0 Comments / in Microsoft Dynamics Business Central, Microsoft Dynamics NAV / by Nancy Phillippi

Overdue Announcement Made: Dynamics 365 for Financials will  have the full functionality of Dynamics NAV

Updated 05/25/2017: If you have been a follower of our blogs about Dynamics NAV, then you will have noticed our almost year long silence about the software. Clients First Texas specializes in helping manufacturers, MRO's and Service Companies  with ERP software.  Because Dynamics 365 for financials only contained a subset of Dynamics NAV functionality, we did not think that Dynamics for Financials would be a good fit for our clientele.  Our stance on this has changed as Dynamics 365 for Financials will have "full NAV" functionality by the end of the year.  At Directions Asia held in March 2017, Microsoft announced that Dynamics 365 for Financials will have the same code base, and be the same product but will be offered in a SaaS model.  Oct 1, 2017.


Prepare Yourself for Dynamics Summit 2016!

September 09, 2016 / 0 Comments / in Dynamics User Group, Clients First Dynamics Partner, ERP for manufacturers, axug, Dynamics Nav User Group, Dynamics NAVUG, gold certified partner, Gold Sponsor, Microsoft Dynamics NAV, navug, summit 2016 / by Nancy Phillippi


Dynamics AXUG and Dynamics NAVUG Summit Gold Partner Texas


We invite you to join Clients First and your Microsoft Dynamics peers at Summit 2016 this October 11-14 in beautiful Tampa, FL.

As a Gold Sponsor of this annual Dynamics user conference, Clients First is excited to attend Summit, the leading live event featuring high-level insider knowledge from Microsoft and user-produced education on how to maximize the performance of your ERP software. Expertise is shared openly and honestly in an authentic community-driven environment that allows attendees to hone in on their product version, industry and role—providing the ultimate customized experience that offers return on investment year-round. Knowledge gained at Summit has real-life application and the potential for remarkable results.


Watch Dynamics ERP & CAD Integration Webinar Video

March 29, 2016 / 0 Comments / in Clients First Dynamics Partner, ERP, CAD, CADLink, Dynamics NAV, microsoft dynamics erp, Microsoft Dynamics NAV, Video, Webinar / by Nancy Phillippi

CAD to ERP Integration

I am pleased that we had so much interest in our presentation of CADLink to Dynamics AX.   Of course CADLink works with Dynamics NAV, Acumatica and most all ERP solutions even though the ones we represent are the best!  CADLink is important to us because the customers and prospects at Clients First are either a MRO (maintenance, repair and overhaul) in the aviation or heavy equipment industry or they are a complex discrete manufacturer.  Even our MRO clients have a CAD and BOM requirement since they often are re-engineering and re-manufacturing engines, turbines or other equipment.


CFO's Discover Tangible ROI of CADLink Integration to ERP

March 07, 2016 / 0 Comments / in Microsoft Dynamics AX, ISV, CADLink, Manufacturing Software, Microsoft Dynamics NAV, Qbuild / by Nancy Phillippi

Tangible ROI Factors of CADLink Integration With ERP

As a CFO of a manufacturing or MRO company, you know all to well, how your time spent looking at the bottom line, and directing your business through financial mazes and getting the best business solutions for your company can be a time consuming process.  Clients First Texas recently partnered with an Independent Software Vendor (ISV) with great references and a solution many of our manufacturers need; CADLink by Qbuild has tangible returns on investment of integrating CADLink with your ERP solution.  As a result, we are presenting the CAD integration solution by having a webinar aimed at the manufacturing and MRO industries.  The webinar will be held on March 24th at 12PM CST.


Join Our Launch Event Showcasing The New Dynamics AX

February 19, 2016 / 0 Comments / in Microsoft Dynamics AX, Clients First Dynamics Partner, Clients First Texas VAR, AX7, gold certified partner, launch event, Microsoft Dynamics, Microsoft Dynamics NAV / by Nancy Phillippi

Launch Event Showcasing The New Dynamics AX

Join Clients First Texas as we are hosting a launch event on the new Microsoft Dynamics AX on March 8th or 9th, 2016.  Discover the new features of this powerful business technology written entirely written in HTML 5 with a code upgrade, that is a true Cloud ERP Offering.  This will allow Dynamics AX to be used across any internet enabled device.

Learn how Microsoft Dynamics AX can help you increase the speed of doing business.


Secrets Of Obtaining Easier Business Approvals Using NAV Workflows

February 12, 2016 / 0 Comments / in Clients First Dynamics Partner, erp functionality, Financial Management, business processes, Microsoft Dynamics NAV, Microsoft Dynamics NAV 2016, posting previews, Workflows / by Nancy Phillippi

Microsoft Dynamics NAV workflow functionality making business processes easier.Microsoft Dynamics NAV Workflow Functionality

Who doesn't like work being easier? Microsoft Dynamics NAV makes work processes almost painless through new features in the 2016 version like posting previews and workflows.  NAV workflows ensure your business follows best practices by automating approval requests and request notifications.   What makes this functionality even more impressive in Microsoft Dynamics NAV 2016, is that your business can use more than 20 workflow templates to connect business processes according to best practices.

Anyone with appropriate permissions can design a workflow by creating or modifying workflow steps and selecting from lists of events and responses. A workflow designer can build sophisticated workflows, without the need of adding application code.   For example your sales team would like to sell a finished good that has slim margins since they have some latitude on pricing.  However, if they price an item below a certain margin percentage a workflow could kickoff that would require the controller, sales manager and/or the CFO to approve the order prior to shipping.  This is especially important to manufacturing companies and of course any distributor.

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