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Exceptional People... Proven Solutions

Dynamics NAV Contact Management Software

CRM-Contact-OpportunitiesIts fully integrated Sales and Customer Service modules enable employees to share information, improve sales success and deliver consistent, efficient customer service. With these modules, it is designed to help you streamline all facets of customer relations from sales contracts to inventory management. In addition, you can manage information from non-customer contacts such as suppliers, vendors, partners, competitors, etc.

There is no opportunity like the right opportunity! The key to successful opportunity management is having the ability to execute strong marketing campaigns, smoothly pass leads to sales, work opportunities through to product/service configuration, and ultimately win the business. With the many CRM features and capabilities, you are able to maintain a tracking of all contacts, sales and services from the initial call to the final handshake.

Features & Functionalities

CBSi CRM Lite for NAV Business Essentials Automated Incident Management Campaign Management
Contact Classification Contact Management Contact Search
Document Management & Interaction E-Mail Logging for Microsoft Exchange Interaction Log
Lead Management Opportunity Management Outlook Client Integration
Task Management Key Capabilities Ability to provide quick answers and efficient service Gives complete view of customer history
In-depth as needed, history of each customer along with:

  • notes
  • quotes
  • orders
  • sales
Additional information you feel is essential to the account Knowledge-base and reporting tools for accurate forecasting and measurement of business activity and sales
People Performance Organizing and accessing customer information is easy and less time consuming

Dynamics NAV Add-in Modules

Computer Business Solutions has made thousands of enhancements to Microsoft Dynamics NAV since our first implementation of Navision 1.0 in 1996. Many of them have been replaced by standard functionality in NAV as Microsoft continues to invest hundreds of millions in R&D, new architecture, and new capabilities.

The following lists some of the most popular features from our Dynamics NAV Add-ins:

Mass Email Invoices, Orders, Statements+

Quick Check

CRM Lite for Business Essentials

Allocate Vendor Invoices to Match Accounting Period

Pass-thru Billing

G/L Balancing and Inter-company by Dimension

Automate Financial Statement Printing and Emailing

Oil and Gas Field Services

Multi-store 3-way Automatic Bank and Credit Card Reconciliation

Franchisee Billing and ACH Debit Option

Default Dimensions from other Dimensions

Mass Create Sales Orders for Fulfilling Large Retail Stores

Simple EDI

Positive Pay

Web Store & E-commerce

Operate without geographical boundaries and reduce expenses by using these Microsoft Internet-based solutions for business-to-business, business-to-consumer, and buy-side to sell-side activity. And they are integrated with our powerful sales and inventory solutions.

Microsoft Dynamics NAV E-Commerce helps you improve the efficiency of your business relationships with personalized portals and automated business transactions. Portals reduce administrative costs for you and your partners by allowing customers, vendors, and other partners to serve themselves directly from their own personalized Web page.

You can also streamline your commercial interactions with vendors and customers via completely automated electronic exchange of information. You choose how you want to interact with each customer and vendor and purchase only the functionality you need. Microsoft Dynamics NAV also helps you manage a broad range of other business areas according to your particular needs. You can add functionality as you need it and grow at your own pace.

Features & Functionalities

  • Role & Permission Management
  • Participate as a supply chain partner cost-effectively
  • Accommodate the changing requirements of any partner quickly
  • Improves your responsiveness to vendor and customer demands
  • Makes it convenient for supply-chain partners to do business with you
  • Reduces costs by automating commerce interactions
  • Enables the entire online store/sales process
  • Maintain customer contact information such as shipping addresses and contact persons
  • Allows your customer to always know where their order is in the order/sales cycle
  • Vendors can bid on purchasing needs by utilizing Navision’s reverse-auction scenarios
  • Vendors can maintain all information about themselves that is stored in Microsoft Dynamics NAV
  • Able to send e-mail notifications when any given event occurs, for example when a certain item becomes available, when an item is shipped, or when a reverse auction is opened

Doc Mgt / EDI / Workflow

The Document Links feature allows you to attach scanned document files, PDF documents, Excel spreadsheets, e-mail messages, or any other type of file to any record in the NAV system. Once attached, an indicator lets you know that the NAV record has file attachments and the file can be opened and viewed from within Microsoft Dynamics NAV.

Document Links allow you to:

  • Attach scanned images of external hardcopy documents like invoices, purchase order, and contracts to the corresponding records in Navision.
  • Attach Excel spreadsheets as detail backup for journal entries, estimates, etc.
  • Find your scanned documents using Navision’s Navigate function.
  • Save and view all known file formats incl. Adobe, AutoCAD, HTML, Office and MP3.

Electronic Data Interchange Solution for Microsoft Dynamics NAV

The EDI module has been designed as a set of tools that provide the user with a maximum amount of flexibility when dealing with their trading partners.  These tools can be used to map any Navision data element to an ANSI X12 standard.  Once the mapping is in place, the Transaction Management tools allow the user to easily manage the day-to-day process of conducting electronic commerce.

Businesses can utilize EDI to ensure that the documents they exchange are interpreted correctly, regardless of the platforms or internal applications they use.  Because EDI enables electronic documents to move from one computer to another without the need for human intervention, it is faster, cheaper, and more accurate than the exchange of paper documents.

EDI is an integrated mapping tool within the Microsoft Dynamics NAV database that maps any NAV data element to any EDI element without any programming requirements.  This solution is designed to provide a maximum amount of flexibility as well as a turn key approach.

Microsoft Dynamics NAV EDI requires no conversion software, making this a simple and cost effective solution for document exchange.  It is quick to implement and easy to maintain which results in better relations with your customers and lower cost per transaction to you.

Approval Workflows

Speed critical documents through your sales and purchase processes, standardize approval workflows, and enforce approval limits. With Microsoft Dynamics NAV, you can set up e-mail approval chains, define approval limits, and even substitute approvers to keep critical business processes moving.

Converting Data from other databases:

CBSi has been converting data from a myriad of sources into NAV, since 1996. The capabilities in Dynamics NAV allow us to bring data into any table (customer, contact, vendor, item, employee, manufacturing BOM, open orders, transactions, etc.) Unlike other systems that require incoming data to be in a specific format, Dynamics NAV’s ability to add logic, new fields, translation tables, etc. provide true flexibility when converting data. If you can get the data out of your existing systems, CBSi can bring it into Dynamics NAV.

Integrating with other systems:

CBSi has integrated with a myriad of client systems over the years. Tools available to us include:

  • File transfer (via .xml, text, .csv, Excel)
  • Microsoft SQL
  • SharePoint
  • Web services – exposing any of the logic to outside programs
  • EDI
  • BizTalk
  • Outlook synchronization – of any table or entity
  • Mobile application synchronization – of any table or entity
  • Web site – direct integration with a variety of tools
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