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New Year, New Pages in the D365UG Business Central | NAV Community

By Ginny Lebeck
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Hi all!  It's hard to believe we are halfway through the first month of 2020! Resolutions have been made, holiday and New Year's Eve decorations have been put away, and cookie tins have been replaced with bowls of oranges and apples. Everyone is talking about kicking off the year eating healthier, sleeping more and growing their knowledge base so they can be the best in their job role.  While I can't help you with the first two, I can point you to some areas to grow your Microsoft D365 Business Central | NAV understanding and expertise: 1) Check out our  NEW   Getting Started pages  (geared towards end users, login if you are a Member)  - it's an ...
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Assessing How Suppliers Influence Your Inventory Costs

By Xabier Lizartzategi
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    Software for inventory optimization is most often used to crank out the analytical results you need to run your day-to-day business, such as Reorder Points (also known as Mins) and Order Quantities. This specialized software helps you find the sweet spot that balances inventory costs against item availability during routine operations. Inventory optimization software can also be used to perform “what-if” analyses on scenarios that describe changes from your current operating environment. What-if analysis (also called “sensitivity analysis”) lets you elevate your thinking from the tactical to the strategic. It helps you imagine how you ...
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D365UG-BC | NAVUG Board Blog, November 2019

By Lewis Rosenberg
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Hello and welcome to the D365UG-BC-NAVUG Board Blog for November/December 2019 (Our next meeting will be in January).  We had the first of nine meetings for our new 2020 advisory board.  Since user group members always wonder about the purpose of the board, I thought it would be a good idea to kick off this new blog after each advisory board meeting. The board is an advisory committee to Dynamic Communities.  Dynamic Communities runs the D365 User Group for Business Central (BC) and Dynamics NAV and the advisory board represents the members of the user group community.  The advisory board is comprised of nine NAV/BC user members, two Microsoft Partner members, ...
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Case Study: Educational Opportunities (Holly Kutil)

By Delaney Freer
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Before Holly Kutil was a D365UG BC/NAV All Star or began working for Innovia Consulting, she was a User, looking to efficiently utilize her software to best fit her company’s needs. Read more to learn how Holly benefited from the user group community:   American Ring Founded in 1976 by R. L. Morrissey, American Ring manufactures and supplies retaining rings, snap rings, and Belleville disc springs. They are a family company committed to quality and service, providing customers with true solutions. American Ring is “big enough to matter and small enough to care.” They pride themselves on delivering service unmatched in the industry, taking ...
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Case Study: Benefits of Volunteering (Andrea Hall)

By Delaney Freer
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Stonewall Kitchen A love for hobbies can manifest great things, and Stonewall Kitchen is no exception. In 1991, the company’s two founders expanded on their love of food, entertaining, and gardening and started selling items at local farmers’ markets in New England. Since the early ‘90s, they have grown to offering more than 400 specialty food items and 2,000+ complementary items. Stonewall Kitchen manufactures 80 percent of these goods and exemplifies the true meaning of selling through a multi-sales channel. Throughout the company’s evolution, a sense of Community has always been a part of its core values. Contributing to their local communities ...
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Backing into Safety Stock is the Safe Play

By Xabier Lizartzategi
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We frequently encounter confusion about the process of setting safety stock levels. This blog hopes to clarify the issue. Safety stock is a critical component in any system of inventory management. Indeed, some  inventory software  treats safety stock as the key decision variable in the quest to balance inventory cost against item availability. Unfortunately, that approach is not the best way to strike the balance. First, realize that safety stock is part of a general equation: Inventory Target = Average Lead Time Demand + Safety Stock. Average Lead Time Demand is defined as the average units demanded multiplied ...
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Dynamics NAV and Business Central Cumulative Updates, Part 1: What You Need to Know

By Suzanne Scanlan
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Microsoft Dynamics 365 Business Central / NAV with a “Flare”: Cumulative Updates, Part 1 - What you Need to Know Author: Faithie Robertson, reprinted from archerpoint.com Confession: I was a pre-teen in the bellbottom-jean era. Now, don’t you dare look that up to see how old I am!    In a short period of time, jeans went from fairly straight legged to big, wide openings at the bottom that honestly, I could probably have fit my then-tiny waist into! But there was no way my frugal grandmother or parents were going to go out and buy us all brand-new jeans and toss the old. You don’t throw out something you can use! Instead, my grandmother would split the ...
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How to Create a Purchase Quote in Microsoft Dynamics Business Central or Dynamics NAV and Convert It to an Order

By Suzanne Scanlan
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In this blog, you’ll learn how to create a Purchase Quote and convert it to an Order in Microsoft Dynamics NAV or Business Central. You would use this for various reasons, including: To purchase items or services Receive the offers from vendors Provide the prices and delivery time of items customers need In the search box, search for Purchase Quotes. To create a new Purchase Quote, cl ick New in the home ribbon or use Ctr l +N. Caption A Quote number is automatically generated specifying the series to which it belongs. Enter the vendor name and press Enter, which will automatically populate the header. After ...
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Greetings from Your New Engagement Manager

By Ginny Lebeck
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Hello wonderful D365 Business Central/NAV User Group Community! I wanted to introduce myself as your Community's newest Engagement Manager (for End Users) taking over the reigns from my fantastic teammate, Judy Thompson, as she focuses more on User Renewals across all our Dynamic User Groups.  A little about me as a way of introduction: - I've been with Dynamic Communities 3 years this January, and have attended 3 User Group Summit events (I met many of you in Orlando and am excited to connect with more at Community Summit in Nashville, 2020 and at events throughout the year!) . I've been the Engagement Manager for the Dynamics GP User Group (GPUG) ...
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About The D365BCUG (BCUG)/NAVUG Advisory Board

By Lewis Rosenberg
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As chair for the D365 Business Central User Group (aka BCUG)|NAVUG Board of Advisors, I have frequently heard the questions, “What does the board do?” and “What is the purpose of the Advisory Board?”  As I enter my second term as Advisory Board Chairperson, I hope to make the board members and what we do more visible to the BCUG|NAVUG community. The BCUG|NAVUG board is a team of 15 people:  Nine BC or NAV users, one Microsoft MVP, two associates from BC|NAV VARs, one associate from a BC|NAV ISV, one representative from Microsoft, and the General Manager or Program Manager of BCUG|NAVUG who is employed by Dynamic Communities. We are often described as “the ...
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New Logo, Same Benefits, Growing Community

By Janet Lampert
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The whole idea of a user group is fundamentally simple: Find people who do what you do and share knowledge to better your workday. Thank you for building an incredible commonwealth of shared Microsoft Dynamics 365 Business Central and Dynamics NAV experience and connections. Our Story The value of our user group communities is based on the official founding in 2004, when a small group of CIOs discovered great benefit in sharing knowledge and experiences about their ongoing system and business strategies. Over the last 15 years, together we’ve grown to 10+ user group communities including the PowerApps User Group in 2018. What’s Next We are excited ...
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How to Choose a Target Service Level to Optimize Inventory

By Xabier Lizartzategi
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Summary Setting a target  service level or fill rate  is a strategic decision about inventory risk management. Choosing service levels can be difficult. Relevant factors include current service levels, replenishment lead times, cost constraints, the pain inflicted by shortages on you and your customers, and your competitive position. Target setting is often best approached as a collaboration among operations, sales and finance. Inventory optimization software is an essential tool in the process. Service Level Choices Service level is the probability that no shortages occur between when you order more stock and when it arrives on the ...
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eXtreme365 is a Unique Opportunity for Partners

By Christy Spokely
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eXtreme365 is an unparalleled Partner opportunity On October 13 th , over 300 Partners of all types will attend eXtreme365 to build relationships, learn from real-world experiences, and dive into technology so they can stay a step ahead of the competition. Consultants, developers, executives and sales and marketing from partner organizations attend for sessions led by Microsoft and industry experts and to connect in a partner only environment. This year, eXtreme365 will have a special track dedicated to the ISV community.   Microsoft Executives Connecting Directly with Partners at eXtreme365 We are excited to have Toby Bowers delivering ...
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Want to chat with an Industry experts around a specific BC/NAV topic at Summit North America? Here is your chance! "Fast Chats"

By Paula DeMinck
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New this year at BCUG/NAVUG Summit North America the offering of “Fast Chats”.   30 min informal meetings and/or discussions without a preset agenda held at the Medic station during breakout sessions. Such a great way for attendees to meet each other around specific topics, discuss issues, perhaps identify some solutions. Please check out the Summit North America BC/NAV schedule for times and topics.  Scheduled Topics :  Blanket PO’s, Blanket SO’s, Business Central – General, Business Central in the Cloud, Campaigns and Segments, Combining Shipments, Consolidations, Dimensions Q & A, Discrete Manufacturing, Item Charges, Job Queue, ...
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Undeposited Funds and Bank Reconciliation

By Suzanne Goeden
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We have a "Bank Account" set up called undeposited funds and our credit card transactions are posting to this account.  We then post the full bank deposit that hits the bank offsetting to this account.  Our thought was that we could clear the transactions daily.  The individual credit card transactions and the bank deposit would zero out when reconciled daily or unmatched entries would remain for future reconciliation.  My question is when I do a bank account reconciliation and check all of the GL entries which total zero,  how do I get a report showing those transactions that are clearing?  The report only displays Bank account transactions, it does not show ...
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If there is a recession, you should …

By Xabier Lizartzategi
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Stop buying everything, from paper clips to software?   No. You should get a little bit smart about how you are going to ride it out.  Even in normal times, good inventory hygiene suggests that you continuously update your inventory control parameters : reorder points, order quantities, safety stocks, mins, maxes, lead times. Beyond that, you should be updating your inventory strategies, such as adjusting the target service levels or fill rates for every item you hold. That’s the “should.” But in normal times, it’s easy enough to let those adjustments slide and focus on other things. Then, when the first whiff of recession is in the air, ...
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Head Back to School with BCUG/NAVUG Academy!

By Gwen Toay
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It’s that time of year again, and now that school is officially back in session we encourage you to get in on all the Back to School fun with NAVUG Academy ! With webinars, virtual training courses, and certificate programs we know that we have the education you’re looking for. The best part? You can do it all from your own desk. That means no worries about missing the bus for you! We See Your Hand Raised What is Academy, you ask? Great question. BCUG/NAVUG Academy offers an abundance of virtual training and education opportunities on Microsoft Business Applications that you and users just like yourself use daily. How Do I Get Involved? It’s easier ...
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Summit Pre-Conference Academy Classes are Filling Fast! Register now!

By Kerry (Rosvold) Peters
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The registration numbers for NAV/BC Summit Pre-Conference are higher than ever. We are EXCITED to see so many of you in class in just a few weeks. Classes are starting to sell out, so if you have not registered yet, do it THIS WEEK. You can see full class descriptions for all classes offered at Academy by clicking here . See you in
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Register for NAV/BC Account Schedules at Summit Pre-Academy before all seats are GONE

By Kerry (Rosvold) Peters
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We just opened a few more seats for the NAV/BC Account Schedules class at Summit because we SOLD OUT! Be sure to register now so you don’t miss your chance to take this full day class which will teach you how to create your financial statements directly out of NAV/BC easily and efficiently.  Click here for the full class description and registration link.  See you in
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Become a Dynamics NAV Credentialed Professional at User Group Summit North America

By Rich Beliveau
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Become a Dynamics NAV Credentialed Professional Partner at User Group Summit North America   User Group Summit North America 2019 Orlando https://na.usergroupsummit.com/explore/bc-nav#tab4 Gaylord Palms Convention Center – Orlando FL Wednesday, Oct 16 th      3:30pm – 5:30pm ET Thursday, Oct 17 th          1:00pm – 3:00pm ET   In an effort to maintain the professional standards of Microsoft Dynamics NAV administration and deployment practices, Dynamics Credentialed Professionals, powered by NAVUG, have developed a series of credentialing exams. Upon passing an exam, you will join an elite group of Dynamics Credentialed ...
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