What is Sales Literature and where can use it in CRM 2011

 

Lets start by looking at the CRM 2011 Glossary, which you can read here

Sales Literature

The documents that are created with specific information about products and/or services and given to customers to help increase sales.

This web page has a much more detail description

In Microsoft Dynamics CRM 2011, a sales literature item is the basic unit of the marketing encyclopedia. For example, a business unit might decide to create an article about a specific product. The article can contain multiple sales literature items (sales attachments) such as a brochure, detailed specifications, and a CAD file, together with appropriate search terms, for example, “bolt” or “stainless steel.” Any PC-compatible file format can be uploaded and attached to an article in the marketing encyclopedia. Specific search terms can be specified for each item.

You can use the sales literature management entities to create a central repository for your organization’s sales information (in the form of sales literature items (sales attachments)) that provides an easy way to distribute information to users, both online and offline. Sales literature can be organized into categories and types to provide easier management and searching. Microsoft Dynamics CRM also supports a subject manager and knowledge base.

A sales literature record can have one or more sales literature items (sales attachments) attached to it in various formats, such as .doc, .pub, and .pdf. An item cannot be shared between sales literature records.

Sales literature records can also be attached to competitors and products (both yours and your competitors’).

 

We are starting to build up an idea now of what this is now, another useful piece of information is the drop down list on the sales literature entity, it has these values

 

  • Product information
  • Presentations and brochures
  • Policies and procedures
  • Sales literature
  • White papers
  • Competitive information
  • Price lists
  • Annual reports
  • Manuals

So to summarise Sales Literature is an area for you to store Customer ready materials and you can associate Sales Literature with

Products
Competitors
Marketing Lists
Finally you can attach and Sales Literature in tracked emails
If you want more information on Sales Literature the Customer Effective Blog has a good article on Sales Literature which you can read here

Information on CRM 2011 portals

I was asked about portals and CRM 2011 today.

The portal solution provided by Microsoft will allow you to quickly get a working portal solution up and running and helps you manage the security settings for the users and other administrative tasks

Below is the  portal information I have found

The first is slightly unusual but the Customer Portal is listed twice on the market place, one has one review of 5 stars and the other has 9 reviews of an average of 3.5.  This does seem quite low for a Microsoft endorsed accelerator (1o reviews!)

http://dynamics.pinpoint.microsoft.com/en-US/applications/Customer-Portal-for-Microsoft-Dynamics-CRM-2011-12884910826

http://pinpoint.microsoft.com/en-gb/applications/customer-portal-for-microsoft-dynamics-crm-2011-12884910826

 

I have found a video on setting up the Customer portal

 

There is also a whole section in the CRM 2011 SDK

Portal Developer Guide for Microsoft Dynamics CRM

 

The document above is very useful, below are the sections it covers

 

Prepare for Portal Development
Prepare for portal development and read about best practices. 
ASP.NET Web Forms and Data Binding
Learn how to use the portal toolkit for data binding into Web forms.
Manage Portal Content
Learn about content management with the portal toolkit.
Portal Authentication
Learn about authentication with the portal toolkit.
Use the Web Site Copy Tool
Learn how to use the Web site copy tool.
Portal Walkthroughs
Step-by-step instructions on how to create a portal console application, plug-in and Web application.

 

 

 

 

Dynamics CRM and NAV KB Articles published in November

We received this email at work from Microsoft with a list of all the KB articles published for the Microsoft Dynamics products.  This is a brilliant idea but when I search for the information on the Microsoft support site it’s difficult to find.

so here are the articles publishing in October for NAV and CRM

Dynamics NAV

PartnerSource Link Publish Date Product Title
2625435 10/11/2011 Dynamics NAV 5.0 Microsoft Outlook crashes when you try to synchronize the appointments from Microsoft Dynamics NAV 5.0 Service Pack 1 to Microsoft Outlook
2627466 18/11/2011 Dynamics NAV 5.0 G/L entries are grouped incorrectly in the “G/L Entry” table (17) if you apply “VAT Transactions Over 3000 EUR Report Part” in the Italian version of Microsoft Dynamics NAV 5.0 Service Pack 1
2639398 17/11/2011 Dynamics NAV 2009 The Microsoft Dynamics NAV 2009 client crashes without information when the client is set to receive data from Message Queuing by using MSMQBusAdapter.dll file
2575152 18/11/2011 Dynamics NAV 2009 Microsoft Dynamics NAV 2009 displays incorrect printers
2578842 18/11/2011 Dynamics NAV 2009 The input is positioned in an incorrect row in the RoleTailored client in Microsoft Dynamics NAV 2009
2585615 18/11/2011 Dynamics NAV 2009 The client crashes with Dr. Watson Bucket ID 713589928 in Microsoft Dynamics NAV 2009
2591312 18/11/2011 Dynamics NAV 2009 “Run-time error ’13’ Type mismatch” error message when you use Automation to send email messages by using Microsoft Office 2010 in Microsoft Dynamics NAV 2009 on a 64-bit Operating System
2591314 18/11/2011 Dynamics NAV 2009 “Run-time error ‘429’ ActiveX component can’t create an object” error message when you use Automation to send email messages by using Microsoft Office 2010 in Microsoft Dynamics NAV 2009 on a 32-bit Operating System
2620233 18/11/2011 Dynamics NAV 2009 An error occurs when you run the Calculate Counting Period function in the “Phsy. Inventory Journal” dialog box in the RoleTailored client in Microsoft Dynamics NAV 2009
2624684 18/11/2011 Dynamics NAV 2009 Meeting invites between salespersons do not contain the starting date and the location in Microsoft Dynamics NAV 2009
2627134 18/11/2011 Dynamics NAV 2009 The “Total Inc. Tax” field does not include the tax amount in the Sales Quote Statistics page (10042) in the RoleTailored client in the North American version of Microsoft Dynamics NAV 2009
2627706 18/11/2011 Dynamics NAV 2009 “The transaction cannot be completed because it will cause inconsistencies in the G/L Entry table” error message when you post a prepayment invoice in Microsoft Dynamics NAV 2009
2628477 18/11/2011 Dynamics NAV 2009 An incorrect total amount is printed in the Vendor Sheet – Print report (12110) in the RoleTailored client in the Italian version of Microsoft Dynamics NAV 2009
2628499 18/11/2011 Dynamics NAV 2009 The Create Pick function does not pick all available inventories if you enable the Pick According to FEFO setting in Microsoft Dynamics NAV 2009
2628807 18/11/2011 Dynamics NAV 2009 Incorrect pick lines are generated if you use an item tracking code that is specified in combination of serial number and lot number for an item in Microsoft Dynamics NAV 2009
2629002 18/11/2011 Dynamics NAV 2009 The “Qty. Allocated in Warehouse” field in the Reservation dialog box displays an incorrect value after you partly register a pick for a sales order in Microsoft Dynamics NAV 2009
2635542 18/11/2011 Dynamics NAV 2009 Some records that are not selected are deleted unexpectedly when you delete records in the Order Planning page in the RoleTailored client in Microsoft Dynamics NAV 2009
2641728 18/11/2011 Dynamics NAV 2009 You experience slow performance when you post an invoice that has many lines in Microsoft Dynamics NAV 2009
2642314 18/11/2011 Dynamics NAV 2009 A picking request is not created when you add a component line in a production order that has no positive “Remaining Qty.” value for production order components in Microsoft Dynamics NAV 2009
2644266 18/11/2011 Dynamics NAV 2009 You can use the Flow Filter functionality to delete bin contents even though the bin contents contain the quantity of an item in Microsoft Dynamics NAV 2009
2644581 18/11/2011 Dynamics NAV 2009 “Nothing to handle” error message when you try to create a warehouse pick from a sales order for an item in Microsoft Dynamics NAV 2009

Dynamics CRM

 

PartnerSource Link Publish Date Product Title
2620926 05/11/2011 Dynamics CRM 4.0 [SDP 3][61593d1b-21b0-43e3-9088-74e77dec12f4] Microsoft Dynamics CRM client for Microsoft Office Outlook diagnostic tool
2550098 10/11/2011 Dynamics CRM 4.0 Update Rollup 20 for Microsoft Dynamics CRM 4.0 is available
975995 14/11/2011 Dynamics CRM 4.0 Update Rollup 8 for Microsoft Dynamics CRM 4.0 is available
977650 14/11/2011 Dynamics CRM 4.0 Update Rollup 9 for Microsoft Dynamics CRM 4.0 is available
2639569 01/11/2011 Dynamics CRM 2011 Error message when attempting to send tracked email message to another user in Microsoft Dynamics CRM 2011
2536453 04/11/2011 Dynamics CRM 2011 Microsoft Dynamics CRM 2011 continuously prompts for credentials when it attempts to access a webresource
2584871 18/11/2011 Dynamics CRM 2011 Error occurs when you install Microsoft Dynamics CRM 2011 Server on a domain whose NetBIOS domain name contains a period (.)

 

Free ebook: First Look Microsoft Office 2010

Microsoft press are generous folk and often give away free ebooks on upgraded products.  This is appreciated at Metaphorix because although using an upgraded product is not too difficult, you often want to know what new functionality it has and how to make best use of this.

So here is a link to a free ebook – First Look Microsoft Office 2010.

The book is 14 chapters in length and split into three main parts

Envision the Possibilities

Chapter 1: Welcome to Office 2010
Chapter 2: Express Yourself Effectively and Efficiently
Chapter 3: Collaborate in the Office and Around the World

Hit the Ground Running

Chapter 4: Create and Share Compelling Documents with Word 2010
Chapter 5: Create Smart Data Insights with Excel 2010
Chapter 6: Manage Rich Communications with Outlook 2010
Chapter 7: Produce Dynamic Presentations with PowerPoint 2010
Chapter 8: Organize, Store, and Share Ideas with OneNote 2010
Chapter 9: Collaborate Effectively with SharePoint Workspace 2010
Chapter 10: Create Effective Marketing Materials with Publisher 2010
Chapter 11: Make Sense of Your Data with Access 2010

Next Steps with Office 2010

Chapter 12: Putting It All Together
Chapter 13: Security in Office 2010
Chapter 14: Training Made Easy

 

This is the description of the main parts from the website

Part I, “Envision the Possibilities,” introduces you to the changes in Office 2010 and shows you how you can make the most of the new features to fit the way you work today. Chapter 1, “Welcome to Office 2010,” gives you a play-by-play introduction to new features; Chapter 2, “Express Yourself Effectively and Efficiently,” details the great feature enhancements and visual effects throughout the applications; and Chapter 3, “Work Anywhere with Office 2010,” explores the flexibility factor by presenting a set of scenarios that enable users to complete their work no matter where their path takes them.

Part II, “Hit the Ground Running,” focuses on each of the Office 2010 applications in turn, spotlighting the key new features and showing how they relate to the whole. These chapters provide a how-to guide for many of the top features you’re likely to use right off the bat, and they offer inspiring ideas on how to get the most from your favorite applications.

Part III, “Next Steps with Office 2010,” zooms up to the big picture and provides examples to help you think through interoperability. How often do you use the various Office applications together? Customer research shows that people often don’t realize how well the applications work together as a complete system—which means they might be laboring over items they could easily incorporate from somewhere else

 
Click here to visit the Metaphorix homepage to see how Metaphorix uses Microsoft Dynamics CRM and NAV and other products and services.

A Chance to see Microsoft Dynamics NAV “7” pre-release

For anyone interested in the up and coming release of Microsoft Dynamics Nav 7 then this blog post might be of interest of interest to you.  I received an interesting internal email at Metaphorix with a link to Directions EMEA 2012.

It’s from the Directions EMEA 2012 which is a member conference dedicated to NAV and is held in Rome on the 25-27th April, which the countdown tells me is 123 days away.

The conference is going to have a NAV 7 Pre release which will showcase Nav 7.  A pre release is a release before a beta so it will be in a very raw state and no feedback will be taken.

It’s a good opportunity for Nav users to get a look at NAV 7, so if you want to have a look at it then book up a place.  I’m not sure if Metahphorix will have anyone attending yet but I’m sure we will have more details on it later.
Click here to visit the Metaphorix homepage to see how Metaphorix uses Microsoft Dynamics CRM and NAV and other products and services.

CRM – Blending in an iFrame

I had to write a web application to select an excel file and use it to upload products to an order.

I decided to do this using a aspx page and the trusty file loader, so this would mean I would use an iFrame to show the button.  Well I had two choices I think, I could have had an iFrame popup in a seperate window or have an iFrame embedded in the order form.

I decided to go to user the order form but I wanted to blend in my iFrame so it didn’t look completely different.  I saved the global.css file used by CRM Dynamics (you can do this by opening CRM and pressing F12, you can download the css file from here) so I could use the correct colours.  The one problem I had was I could’t find the very light blue.

In the end I had to use a program called Instant Eye Dropper which basically finds the colour of anything it hovers over.

The pesky colour was

#EAF3FF

The result doesn’t look too bad, it does look a little bit different but overall it’s a pretty good effort.  The iFrame is the line browse and Load products line

The example was done in CRM 4 but it should be the same for CRM 2011

updating all security roles and applying a security role to all users in CRM 2011

sometimes when you create a new entity and access the system as Admin you forgot you need to change the security roles to add access to the new entity.

it can be quite a hassle to edit all the security roles to add the correct privileges to all the different security roles.  So you might find this tool useful – Role Updater for Microsoft Dynamic CRM 2011.  This tool and the other CRM 2011 tools shows the value of allowing developers to access values through code, they end up creating lots of free tools for you.

there is another way around this, you can create a new security role and then add this security role to the users you want to access the new entity or you might want to apply this security role to everyone.

I was in this scenario because I wanted to give everyone the new Activity feeds role but how can I give multiple users the same security role.

The answer is

Go to SETTINGS -> Administration -> Users

You will then see a list of users and at the top of the screen you can see a manage roles button

If you press the manage roles you can then select the security roles you want to give to all the selected users.

DynamicsWorld – Dynamic Addon nomination list

DynamicsWorld have a X-Factor like competition for the best addons in Microsoft Dynamic products. 

DynamicsWorld is famous for it;s most list of the top 100 most influential Microsoft Dynamics people, which you can read here if you are curious to see who is the most important.

If you want to get involved nominatiing and voting for particular addons then go over to the webpage and place you vote, here is the link.

I have copied just the NAV and CRM addons here. It useful to know what addons are potentially useful and the short summary makes it easy to find something that might interest you.  Good work dynamics world.

NAV

SI Foodware fromSchouw Informatisering and is nominated because it enables: is a standard software solution fully integrated with Microsoft Dynamics NAV. SI Foodware is flexible and can be easily adjusted to fit your customer’s organization.

Pebblestone Fashion from K3 Software Solutions and is nominated because it enables: All of the essential pre-sales to supply business processes are covered including; planning, design, sourcing, purchasing, logistics, warehousing and financial administration.

Assure from FastPath and is nominated because it enables: allows users to propose, approve and implement resolutions and mitigations throughout the audit process.

Audit Trail from FastPath and is nominated because it enables: easy-to-install and easy-to-configure package that will allow you to analyze all changes to your Dynamics transaction and master data

Audit View from FastPath and is nominated because it enables: allows the business user to easily schedule and deliver audit reports on an as needed basis without the need for someone from the IT department

ABC E BUSINESS Dashboard from ABC E Business and is nominated because it enables: Imagine seeing your company’s and your employees performance at a glance … Impossible, expensive? Not with a Dashboard from ABC E BUSINESS.

SMS Integration: NAV2SMS from ABC E Business and is nominated because it enables: The concept of ABC E BUSINESS NAV2SMS is a unique integration of your Microsoft Dynamics NAV to SMS capabilities. It is now possible to automatically from your system send an SMS to customers so they are informed about the status of their order.

agilesWorkflow from agilesWorkflow and is nominated because it enables: With agilesWorkflow, process optimization is made simple. Problems with process control, process optimization, design, status tracking and to-do automatization are a thing of the past.

Cronus TIME from Cronus and is nominated because it enables: CSL have designed their Time and Attendance solution to work within the Microsoft Platform(.NET) and to integrate to the standard NAV module for HR

Drink-IT from Drink-IT and is nominated because it enables: rink-IT® is a highly advanced software suite, based on Microsoft Dynamics NAV and CRM, which is intended mainly for producers and distribution centers in the beverage industry, such as breweries, specialized beverage wholesalers and beverage producers.

NAV2PDF from ITGI and is nominated because it enables: NAV2PDF integrates seamlessly with Dynamics NAV to enable users to send business documents such as purchase orders, remittance advice notifications and invoices as secure PDFs. NAV2PDF provides a significant and very rapid ROI by reducing costs and saving time when compared to more traditional methods of transmitting documents.

SimCrest Credit Card Management from Simcrest and is nominated because it enables: enables you to receive credit card payments directly in Microsoft Dynamics NAV. No need for an external terminal anymore. Capture funds and post automatically in Microsoft Dynamics NAV. All handling of the credit card is done in Microsoft Dynamics NAV and payments can be automatically posted in the system. It also handles authorization and capturing either combined or separately.

SimCrest Auto Email from Simcrest and is nominated because it enables: allows you to enhance your workflow and email Invoices or other documents from Microsoft Dynamics NAV automatically. This product enables the system to automatically send Invoices as Emails, when the Invoice is posted or it can be done as a batch job.

NaviTrans from Young and Partners and is nominated because it enables: It is totally available on the latest NAV 2009 R2 release and has extensions towards .Net components and we now also developed an App for Win7 Mobile to allow fleet management from smartphones.

Object Manager Advanced from IDYN and is nominated because it enables: used by partners around the world, and is named by Microsoft as replacement for their own Navision Developer Toolkit.

Zap Business Intelligence for Microsoft Dynamics NAV from Zap and is nominated because it enables: Zap Business Intelligence for Microsoft Dynamics NAV is an out-of-the-box analytics solution that provides BI capabilities such as reports, dashboards, KPIs, scorecards, ad-hoc analysis, and alerts.

eSign from Retarus GmbH and is nominated because it enables: Retarus eSign ensures transaction and legal security and optimizes the entire document workflow at both the sending and receiving ends.

Labour Hire/Recruitment Suite from: Dialog Information Technology and is nominated because it enables: The AXiOM/Microsoft Dynamics NAV Suite provides you with a completely integrated business management solution including front office recruitment, payroll and financial management.

Mobility Solution from To-Increase and Coresystems and is nominated because it enables: offers a cloud-based mobile application that integrates with on-premise enterprise applications.

Industrial Equipment Manufacturing from To-Increase and is nominated because it enables: companies to combine robust ERP with industry-specific solutions that ensure efficient business processes, increase agility with an eye to global opportunities, and realize more value from business partnerships.

Myztro from Zeroedin Solutions and is nominated because it enables: end users day to day processes by streamlining data flow between store front operations and back office processes. This solution works across multiple locations closing the disconnect that often occurs between headquarters, store locations and warehouses.

Experlogix Configurator from Experlogix and is nominated because it enables: manufacturing applications, Experlogix configures Dynamics NAV sales orders and instantly creates bills-of-materials and production orders, eliminating the need for large libraries of pre-built BOMS and routings.

Dynamic Foundations from Encode Software and is nominated because it enables: high levels of efficiencies by managing projects in real-time for budget and spend analysis, control over sub-contractors, effective project procurement, full contract sales procedures, and flexible CVR functionality.

Dynamic Platform from Encode Software and is nominated because it enables: high levels of efficiencies by managing the complete order process for the rental or sale of equipment and personnel for energy-based contracts.

Redtail EDI from Redtail and is nominated because it enables: Freedom from the complexities of EDI means you concentrate on your business, reduce costs, and increase profits. Leverage your superior EDI capabilities to increase sales.

Nav-to-Net from DVP and is nominated because it enables: business agility through rapid, reliable e-commerce transactions, and is seamlessly integrated e-commerce solution designed to leverage the value of Microsoft Dynamics NAV.

Qiwi Mobility from Qiwi Mobility and is nominated because it enables: a fully customizable solution that enables every aspect of NAV to be sent to an iPhone or an iPad. It helps sales and service get real time information and create orders/invoices for products and services. Work Smarter, not Harder with Qiwi Mobility and Dynamics NAV

TRIMIT Fashion from Trimit and is nominated because it carries a fashion product through its entire lifecycle and its quick ROI, 20 years of built-in experience and a “Zero-Cost Upgrade” concept that ensures that ensures that all TRIMIT Fashion customers can upgrade to the latest version of NAV and TRIMIT at any time.

QIP4-IT fromQiptree and is nominated because it enables IT-Business (IT resellers and System integrators), the solutions supports the total supply chain from webshop-to-dropship. With Dynamics NAV as core

CRM

Assure from FastPath and is nominated because it enables: allows users to propose, approve and implement resolutions and mitigations throughout the audit process.

Audit Trail from FastPath and is nominated because it enables: easy-to-install and easy-to-configure package that will allow you to analyze all changes to your Dynamics transaction and master data

Audit View from FastPath and is nominated because it enables: allows the business user to easily schedule and deliver audit reports on an as needed basis without the need for someone from the IT department

Config AD from FastPath and is nominated because it enables: moves all user management to the IT help desk and eliminates potential security conflicts by taking all user administration out of Dynamics.

cwrmobility from cwrmobility and is nominated because it enables: Access to Dynamics CRM 3.0 and 4.0 while out of the office – allowing for up-to-the-minute data changes (from the field and the office) and instant access to current data

Image control from Wavextend and is nominated because it enables: Allows you to display images and photo’s in Dynamics CRM forms (free product, one of the most downloaded on the Marketplace/Pinpoint)

Calculation Framework from Wavextend and is nominated because it enables: No more .NET and Javascripting for data manipulation, validation and formatting

List Manager from Wavextend and is nominated because it enables: Professional List Management for Dynamics CRM

Customization Assistant from Wavextend and is nominated because it enables: Change your datamodel in Dynamics CRM using Excel

proRM Project and Resource Management from proMX GmbH and is nominated because it enables: Projects can be created and allocated a time contingency. Employees can charge their hours until this contingency is reached. Different hourly rates can be set, depending on an employee’s role.

Protech CRM for Members from Protech and is nominated because it enables: Delivered completely within Microsoft Dynamics CRM, CRM for Members provides a single application for managing and tracking virtually all of your members’ activities and information.

TenDigits MobileAccess Mobile CRM for Microsoft Dynamics CRM fromTenDigits Software, Inc. and is nominated because it enables: TenDigits MobileAccess Mobile CRM for Microsoft Dynamics CRM 2011 (and CRM 4) increases the productivity and effectiveness of mobile sales, service and executive teams.

Zap Business Intelligence for Microsoft Dynamics CRM from Zap and is nominated because it enables: Zap Business Intelligence for Microsoft Dynamics CRM is an out-of-the-box analytics solution that provides BI capabilities such as reports, dashboards, KPIs, scorecards, ad-hoc analysis, and alerts.

Adxstudio Portals for Microsoft Dynamics CRM 2011 from ADXSTUDIO Inc. and is nominated because it enables: Adxstudio Portals transforms Microsoft Dynamics CRM 2011 into a powerful web engagement platform connecting your customers, partners and stakeholders online with total CRM integration and efficiency

Cinteros Starter Kit for CRM 2011 from Cinteros AB and is nominated because it enables: Cinteros provides a completely complimentary program for 30 day trial Dynamics CRM Online participants. Cinteros is the leading Microsoft Dynamics CRM partner in Sweden

CWR Mobile CRM for Microsoft Dynamics CRM from CWR Mobility and is nominated because it enables: Gain The Power of Close™. Extend Microsoft Dynamics CRM to your mobile devices with the best-in-class solution from CWR Mobility.

Telephone Integration for Microsoft Dynamics CRM from mscrm-addons.com and is nominated because it enables: Telephone Integration( CTI ) connects your telephone system (PBX) with: – Microsoft CRM 2011 On-Premise – Microsoft CRM Online – Microsoft CRM 4.0 Incoming Calls:

triomis vat calculator for Microsoft Dynamics CRM 2011 / 4.0 from triomis GmbH and is nominated because it enables: With the help of triomis vat calculators, you can perform an automatic calculation of sales tax in quotes, orders and invoices. It supports the Microsoft Dynamics CRM versions 3.0 and 4.0 and 2011

Case Management Solutions for Local Government from TTS and is nominated because it enables: We can help Local Government leverage the Microsoft Citizen Service Platform (CSP) through solutions and services

CRM Unique ID Generator from Geidi and is nominated because it enables: Our CRM Unique ID Generator offers a highly customizable solution for creating unique identifiers for Microsoft Dynamics CRM 2011 records. It is designed to work with any entity, including custom entities.

xRM4Legal from Asia Pacific Dynamics Corporation and is nominated because it enables: Powered by Microsoft Dynamics CRM 2011, xRM4Legal is more than just marketing and Client Relationship Management (CRM).

Enabling CRM Solution: Projects for the Construction Industry from Enabling and is nominated because it enables: Enabling CRM solutions has been successfully assisting Australian, New Zealand and South Pacific Islands companies automate their financial, project, and sales.

Experlogix Configurator from Experlogix and is nominated because it enables: a sophisticated pricing and product configuration system with native, Microsoft certified integration. Expertly guides Dynamics CRM users through every aspect of an opportunity, quote and order.

CRM Customer Service Portal from DynamicPoint and is nominated because it enables: businesses with the ability to deliver case management portal capabilities to their customers while managing the process within Dynamics CRM.
Click here to visit the Metaphorix homepage to see how Metaphorix uses Microsoft Dynamics CRM and NAV and other products and services.

A Collection of Dynamic NAV how to Videos

ynamics NAV

How Do I: Successfully
Configure Outlook
Synchronization with NAV
2009 SP1?
How Do I: Warranty Lots In
Warehouse Management
with NAV 2009 SP1?
How Do I: Revaluation Journal
Process for Inventory in NAV
2009 SP1
19 minutes, 11 seconds 8 minutes, 41 seconds 19 minutes, 21 seconds
How Do I: Use Exact Cost
Reversal with Dynamics
NAV SP1?
How Do I: Use Expiration
Lots in Warehouse
Management
?
How Do I: Master 3 Tier Installation/
Delegation wiht NAV2009?
17 minutes, 50 seconds 11 minutes, 00 seconds 25 minutes, 53 seconds
How Do I: Set up a multiple web
service instances in NAV2009?
How do I: perform a backup of
Dynamics NAV 2009 SP1 Database using SQL Server?
How Do I: Determine which granule the customer needs to use a specific function in Dynamics NAV 2009 SP1
19 minutes, 58 seconds 04 minutes, 17 seconds