When you sign up for a new Microsoft Dynamics 365 Business Central account today, the company only offers named user licenses (or subscription) just like they are being used by Office365 and Azure. This applies to both their Microsoft hosted and their Business Central OnPrem solution. Concurrent User Model – Prior to Business Central, you could create as many users in the user tables as you wish, but the system would restrict access to the number of users that access the system AT THE SAME TIME (concurrently). i.e. If you had a 10 User License, you could have 100 users defined in the User Database, but only 10 of them could log in to the Dynamics NAV system at once. The 11th user would receive an error message. Named User License (Subscription) – Fundamentally different from concurrent, it will retrieve values form the defined user list and count the number of records. Each user has to be assigned a user license from the administrator portal, just like in Office 365. A user can be assigned a full or a team user license which will drive that users posting capabilities in Business Central. It is also possible for the same user to login to multiple sessions at the same time without restrictions. Microsoft switched to this model for their ERP systems to allow for central user management capabilities throughout all of its products. If you purchased Dynamics NAV prior to 1/1/2019, you will most likely have a concurrent user license. Microsoft will allow you to change your license and upgrade to Business Central, providing you are current with your annual maintenance. The following license conversion Matrix will apply. For Every FULL concurrent user license, Microsoft will issue 2 named user licenses For every LIMITED concurrent user license, Microsoft will issue 1 named user license In addition, if you had your Partner make changes to the Dynamics NAV system using the C/AL programming language, you will need to modify these customizations to run on Microsoft new platform called an EXTENSION written in AL Code. In the past, the C/AL was modifying the actual Microsoft programming with regards to tables, pages and other objects in the system. This would result in difficulties when upgrading from one version to the next as these modifications had to be merged into the new code. The new EXTENSION model provides for the separation of the customization code into a new object called an extension, which can then be loaded and unloaded freely and easily, just like an App on your Smartphone. CBR Technology can assist your organization in upgrading from prior Versions of NAV by providing development resources that have the experience and know-how to handle this C/Al to AL Code conversion. Please feel free to contact us at Tel. (855) 227-0700 or via e-mail at Sales@CBRTechnology.com . Please ask for Christoph Riechert to discuss your particular project. #BusinessCentral #DynamicsNAV

This video is designed to give you an overview of the core functionality of the Microsoft Dynamics 365 BusinessCentral (formerly know as Dynamics NAV) manufacturing module (MRP). The video will cover key areas of the Production Bill of Materials, Routing Setup, Work Centers and Machine Centers as well as Production orders and scheduling. Based on this brief review, you will get a sense for the power and functions of this Microsoft solution and the viability of this system for your organization. Please feel free to contact our sales and consulting team at TEl. (855) 227-0700 with additional questions. Business Central #BusinessCentral #Dynamics365 #Manufacturing

The Dynamics 365 Business Central (Dynamics NAV) product allows you to specify a range of dates within which you are allowed to post the General Ledger. For additional assistance with your implementation or maintenance of your Microsoft ERP system, please feel free to call us at Tel (714) 901-5740. Finance Departments use this feature to control their users and specify what range of dates are valid. Typically, these settings are modified frequently throughout the year. The eror you receive when posting outside the range is: To correct this error, the user must have full access tot he General Ledger Setup window. Once you are in the window, update the starting and ending dates as indicated. In addition, D365 BC allows you to control each individuals posting date ranges in the USER SETUP window as well. If you leave these fields blank, the system will use the GL Setup. Otherwise, please note the following configuration options: #Dynamics365 #dynamicsbusinesscentral #DynamicsNAV

This video will go over a number of industry-specific functions and features for the Distribution and Wholesale industry. During this presentation, we cover the Item and Customer setup as well as the Sales Order Processing procedures. If you would like to schedule a demo for your organization, please contact us at Tel. 855-227-0700 or e-mail us at Sales@CBRTechnology.com. #BusinessCentral #Dynamics365

When evaluating ERP system in today’s environment, the traditional approach of comparing pure accounting features become less relevant. As a matter of fact, most ERP systems such as SAP, Oracle, EPICOR and Microsoft have no meaningful differentiation in the core accounting modules including General Ledger, Accounts Receivable, Account Payable, Inventory Control, Sales Order and Purchase Order processing. The real differentiators are non-accounting feature, functions and architectural differences which might prove to be much more important. For a detailed conversion about this approach, please feel free to reach out to our team directly at (855) 227-0700 or via e-mail at sales@CBRTechnology.com . Server System Architecture OnPremise Database Support Single-Tennant Hosted Support (Private Cloud) Hybrid Config (OnPrem-Cloud Sync) Multi-Tennant Cloud-Based Server Highly scalable Database with Clustering Client Access Web Client PC Client (Windows Program) iOS Native App Android Native App User Security & User Interface Windows Authentication – On-Premise Windows Authentication – Cloud-Directory (AAD) ERP System Authentication (non-Windows OS) Support for 2 Factor Authentication State of the Art – Web 2.0+ – Browser Design Ability to export all data to Excel Workflow Management Creation of new GL Accounts Onboarding of Customer, Vendors, Items Approval of Sales Transactions (Quotes, Orders, Returns, etc.) Approval of Purchasing Transactions (Purchase Order, Purchase Returns) Credit Limit check for Customer Additional Custom Workflows (Defined by User) System Integration Options and Accessibility Publishing of Web Services (ODATA, SOAP) for ALL data Objects Database Integration which enforces Business Logic Business Intelligence Full integration with Microsoft Power BI Ability to interface with Industry Leading Reporting Tools (Crystal Reports, Jet Reports) International Considerations Ability to support different user languages on the same Database Ability to support multiple languages for item Master Records Ability to show languages specific forms for Customers Ability to show languages specific forms for Vendors Ability to conduct Inter-Company Transactions (GL,AR,AP,SO,PO) FASB-52 compliant Multi-Currency Support Customization and Extensibility Ability to modify Pages and Database using an Upgradable Tool Visual Studio based DEV tool for Advanced Customization Ability to purchase add-ons from Web Store Using Word to modify Marketing Documents (Layout) Ability to support multiple document formats for different Customers Rapid Application Development (RAD) with new Microsoft Power Apps #BusinessCentral #Dynamics365

In this tutorial, we review the key features of Dynamics 365 that pertain primarily to Distribution wholesale that covers mostly inventory features and basic user layout and functionality. Dynamics 365 allows for very flexible customization options based on each organization and their needs. This tutorial utilizes a sample company that is provided with Dynamics 365. We are CBR Technology, a Microsoft Partner headquartered in Southern California. Please feel free to contact us at (855)-227-0700, or visit our website CBR Technology.

Whether products are assembled or manufactured, Dynamics 365 Business Central (formerly known as Dynamics NAV), provides very powerful industry specific capabilities that are crucial to each of the two. This post briefly describes the differences between each module. Assembly Order Features For organizations that quickly assemble products to sell to customers, assembly orders simply use components to complete finished inventory items. These are companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality. Dynamics 365 includes features to assemble items that integrate with existing features such as sales, planning, reservations, and warehousing. Assembly items are defined as sellable items that contain an assembly BOM. They are internal orders, just like production orders, used to manage the assembly process and connect the sales requirements with the involved warehouse activities. Assembly orders differ from other order types due to the fact that they involve both output and consumption when posting. The header of an assembly order behaves similarly to that of a sales order line, while assembly order lines behave similarly to consumption journal lines. To support a just-in-time inventory strategy and the ability to customize products to customer requests, assembly orders may be automatically created and linked as soon as the sales order line is created. The link between the sales demand and the assembly supply enables sales order processors to customize the assembly item on the fly, promise delivery dates according to component availability, and to post output and shipment of the assembled item directly from their sales order interface. On one sales order line, you can sell a quantity that is available and must be picked from stock together with a quantity that must be assembled to the order. Certain rules exist to govern the distribution of such quantities to ensure that assemble-to-order quantities take priority over inventory quantities in partial shipping. Special functionality exists to govern the shipping of assemble-to-order quantities. When an assemble-to-order quantity is ready to be shipped, the warehouse worker in charge posts an inventory pick for the sales order line(s) in question. This, in turn, creates an inventory movement for the components, posts the assembly output, and the sales order shipment. Dynamics 365 supports both assemble-to-order, and assemble-to-stock methods that determines when and how the assembly order is generated. Manufacturing Specific Features For manufacturing organizations, a few features are necessary to ensure inventories of materials and finished goods remain accurate during the manufacturing process when materials are used, but the product has not yet been completed. Adding the ability to record manufacturing labor against specific production orders and routing steps. Attaching a routing sheet which defines specific work centers or machines that are required to be utilized to complete a product. Assigning a capacity to each machine and resource to utilize capacity planning time sheet labor sources used and for how long. Ability to track quality measures against specific routing steps. It is important that consumption journals are recorded to identify all raw materials that were used from the output journal while the output journal identifies all finished products that were manufactured. Dynamics 365 has the ability to record these two journals at different times to ensure that inventory is accurate. The ability to track work in progress accordingly is also vital to manufacturing companies, again to maintain accuracy in tracking expenses, materials, resources, and inventories. We hope this information was helpful in addressing differences regarding the two modules. With any questions regarding Dynamics 365 and other Microsoft Software Solutions, please contact us at (855)-227-0700 or visit our website CBR Technology. Thank you. #Dynamics365 #assemblydynamics365 #erpsystem #manufacturingsoftware #dynamicsbusinesscentral #microsoftcloudsolution

According to Nucleus Research and the analysis conducting the results of Microsoft Dynamics 365 implementations, they found that for each dollar spent, companies realized an average of $16.97 in returns. With ROI for enterprise resources planning(ERP), and customer relationship management(CMR), delivering on average, $7.23, and $8.71 respectively, Dynamics 365 is higher than the two combined. Through the research conducted, Nucleus determined that the companies that were taking advantage of Microsoft’s investment in the cloud and usability as well as integration and analytics, were achieving significantly higher returns by increasing productivity and revenues, while reducing costs. Microsoft has continued its effort to develop and expand its portfolio and capabilities with Dynamics 365 supporting CRM, ERP, human capital management (HCM) processes, advanced analytics, and application development (with PowerApps). A majority of the Dynamics 365 implementations included in this research were either upgrades or companies switching over from other non Microsoft products. Generally, these projects only delivered moderate incremental returns. Common elements of financial success for deployments included: Integration: The ability to integrate Microsoft solutions with existing or new applications and data sources was key to finishing projects on-time and under budget. In several cases, Microsoft customers were able to create additional sources of profit through cross-selling/up-selling with field service enabling new lines of business. With real-time data and embedded analytics functionality easily accessible, customers are able to maximize the value of company data with data-driven decision making. The focus on standardizing an easy-to-use user interface across products. With Microsoft products sharing a common design and user experience, customers can leverage familiarity with other Microsoft products  requiring less time for user adoption. Cloud technology innovation saving costs will all the necessary infrastructure and implementation support, Microsoft customers are supported through cloud deployments, reducing the costs for initial hardware and ongoing information technology(IT) support. Several cases of deploying the more scalable and usable Microsoft solutions that was focused on improving user productivity allowed customers to automate or standardize repeatable manual processes. This enabled users to redirect time saved to other high value tasks. The relative value Dynamics 365 of Microsoft capabilities provided to customers is highlighted in several companies with the most recent ROI case studies included in this analysis. Macdonald-Miller Facility Solutions Headquartered in Seattle, Washington, Macdonald-Miller facility Solutions is an industry leader in the design, construction and modernization of “smart” buildings to minimize energy usage. Choosing to deploy Microsoft Dynamics 365, and Azure Internet of Things (IoT) Hub to modernize operations, the company was collecting data from a variety of disparate sources with difficulties that were time consuming to derive actionable insights from the data. With the company fully onboard with Dynamics 365 configured to their company, the efficiency of field service technicians has increased as well as overall company profits, sales, and leads. Macdonald-Miller Facility Solutions is one of the many companies experiencing a direct correlation between Dynamics 365 adoption and several improvements to company operations as well as increases in profits. Microsoft continues to grow the capabilities and the value of the Dynamics 365 portfolio. The integration of their business applications including Office 365, Power BI, PowerApps, and Azure offer even greater value than the industry averages, and as Microsoft continues to invest in the innovation and integration of their products, companies will benefit from the value of the Dynamics 365 portfolio. Please feel free to call us at CBR Technology for any Microsoft software solution needs: (855) 227-0700 or visit our website CBR Technology.

Microsoft Dynamics 365 simplifies licensing of business applications. The primary licensing is by named user subscription. The Microsoft Dynamics 365 user subscriptions classify users into two types, “full users” and “additional users”. FULL USERS Full users are the users whose work requires use of the feature rich business applications functionality. Examples of full users are sales people, customer service representatives, finance employees, controllers and supply chain managers. These users have also been referred to in the past as Pro users or Power Users. These full users are licensed with a Dynamics 365 Business Central subscription. Essentials – For companies that need sophisticated processes, yet simple enough to be managed in one solution across finance, opportunity, supply chain, and project management and via micro vertical apps. Financial management – General Ledger, Cash Management, Job Costing, Banking, Fixed Assets, Accounts Receivable, Accounts Payable Sales & opportunity management – Contact Management, Opportunities, Campaign Tracking, Sales Quotations Supply chain & inventory management – Inventory Control, Assembly Order and Bill of Materials, Sales Order Processing, Purchase Order Processing Project management and Job Costing Premium – An end to end cloud business management solution – adding key functionality for manufacturing and service order management. Service management – Service Contracts and Service Orders, Service Items Manufacturing – Production Orders, Capacity Planning, Routing Steps ADDITIONAL USERS Team Members – To drive adoption of the solution across users – approve Time & Expense, read business reports, lookup customer an inventory data. Read & Approve Run all Reports Employee self-serve Additional users often represent a significant percentage of users in an organization and may consume data or reports from line of business systems, complete light tasks like time or expense entry and HR record updates or be heavier users of the system, but not require full user capabilities. These additional users are licensed with Dynamics 365 Business Central Team Members. Dynamics 365 Business Central Team Members The Dynamics 365 Business Central Team Members subscription is a named user subscription designed for users who are not tied to a particular function, but who require basic Dynamics 365 Business Central functionality. This license includes read access as well as some write access for select light tasks across Dynamics 365 Business Central functionality for a given tenant. The Dynamics 365 Business Central Team Members SL grants a user full read access to Dynamics 365 Business Central Essentials and Dynamics 365 Business Central Premium for a given tenant. In addition, the Dynamics 365 Business Central Team Members SL includes some limited use write access to Dynamics 365 Business Central Essentials and Premium. Dynamics 365 Business Central Team Members also includes the “PowerApps for Dynamics 365 Applications” license. Dynamics 365 Business Central Team Members users can use PowerApps to access Dynamics 365 Business Centre within the bounds of their Team Members license. Dynamics 365 Business Central Team Members requires that at least one other user be licensed with Dynamics 365 Business Central Essentials or Dynamics 365 Business Central Premium. A pricing guide for both license types can be viewed Here Dynamics 365 Business Central Team Members users can do the following: Read anything within Dynamics 365 Business Central Update existing data and entries in Dynamics 365 Business Central – existing data are records like customer, vendor or item records which are already created. Entries means entries on which it is specifically allowed from an accounting perspective to update specific information. (e.g. due date on customer ledger entries) Approve or reject tasks in all workflows assigned to a user Create, edit, delete a quote Create, edit, delete personal information Enter a time sheet for Jobs Use PowerApps for Dynamics 365 The Dynamics 365 Business Central application can be licensed in two ways: Dynamics 365 Business Central Essentials: Financial Management Customer Relationship Management Project Management Supply Chain Management Human Resources Management Warehouse Management Dynamics 365 Business Central Premium: Everything in Essentials Service Management Manufacturing Dynamics 365 Business Central (per user license) – This license provides users with unrestricted access to the functionality included in Dynamics 365 Business Central Team Members and Business Central. Dynamics 365 Business Central Applications include the “PowerApps for Dynamics 365 Applications” license. Dynamics 365 Business Central users can use PowerApps to access Dynamics 365 within the bounds of their Dynamics 365 Business Central Essentials or Premium license. Customers who have external accountants who wish to connect to the Dynamics 365 Business Central application can purchase one per tenant at no additional cost. External Accountant Licenses contain all the same use rights as Dynamics 365 Business Central license except for the following: Access to user set up or admin tasks and any other Dynamics 365 Business Central application. With any questions regarding Dynamics 365 Business Central users, license types, or general inquiries, please feel free to contact us at (855) 227-0700 or visit our website CBR Technology

Microsoft just released the FALL 2018 update of its Dynamics 365 Business Central (formerly known as Dynamics NAV) product. Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps manage your business. This video highlights how home pages in Business Central gives fast access to the tools needed everyday while keeping all features readily accessible. When signing up for Business Central, you receive access to a demonstration company that contains sample data. You can add and modify existing data, and create sales documents and/or set up bank accounts allowing users to become more familiar with its layout and features. Most of Business Central should be familiar to prior Microsoft NAV users, however, this guide explains and reviews core functionality and helps teach basic and daily tasks like creating sales invoices or viewing a report. Business Central includes standard configurations for most business processes, but you can change the configurations to better suit the needs of the company. When performing business tasks, data is interacted with in several different ways, such as creating records, entering, sorting, and filtering data, writing notes, and outputting data to other applications. The customization of various page options allows users to efficiently utilize and access features that are prioritized based on the company needs. For example, the size and position of any window can be adjusted, as well as expanding the width and height of column headers and the sorting of data in columns. Different tasks are delegated depending on each individuals role in the company.  Accountants crunch numbers, project managers keep jobs on budget, and sales managers monitor opportunities in the pipeline. A homepages collects the tools we need to be efficient in our daily work and allows them to be easily accessible all in one place. Important information such as Sales and purchase documents, and invoices are readily accessible within the homepage. The Accountant home page lets us monitor payments and approvals, view finance performance charts, and work with Accounts Receivable, Accounts Payable, paid transactions, and more. The Sales and Relationships homepage helps us control our sales processes. We can stay on top of ongoing opportunities, send sales quotes to customers and contacts, manage campaigns, and keep a close eye on sales in our pipeline. The Project Manager homepage gives us an overview of work in process on current projects making it easy to stay on budget. We can set up jobs, plan tasks, and manage resources and purchase items and supplies. The numbers on the tiles show key figures for activities so we can quickly decide what actions to take. For example, we can see an unprocessed payment that needs attention. All homepages have this same layout bringing attention to all important pieces of information within your organization. Many changes have been made to the web-based client including many features which were previously only available on the Windows Client. In the video below, we are highlighting some of the User Interface changes. Please call us at Tel. (855) 227-0700 or visit our website CBR Technology to sign up for your Dynamics 365 Business Central account for as little as $70 per user per month. #BusinessCentral #CloudComputing #Dynamics365