See Microsoft Dynamics NAV 2015 at our Client Open House


We want to help our clients get the most out of their Microsoft Dynamics NAV system and so we are hosting a Client Open House on November 20, 2014 to view the newest release of Dynamics NAV.

Clients are invited to join Open Door Technology’s annual Open House to see the new features of Microsoft Dynamics NAV 2015, which includes a new tablet version and other applications such as Jet Express for Word, which allows you to design NAV document templates right in Microsoft Word. Attendees will also have the opportunity to attend the hands-on labs following the presentation in order to see these exciting new features firsthand and chat with Open Door Technology staff one-on-one.

The Open House will take place in Calgary, AB and out-of-town clients are given the opportunity to attend by webinar.

If you are a client of Open Door Technology, please register today!

Attendees can expect the following:

  • 1:00 Begin Arriving
  • Refreshments served through out
  • 1:30 Presentation Begins
    • Overview of new features of Microsoft Dynamics NAV 2015
    • Improvements to user interface and simplified upgrading
    • New tablet client
    • New ‘Small Business’ Role and simplification options for some businesses/users
    • Power BI Reporting Concepts and Report scheduler
    • Jet Express for Word for designing NAV 2015 document templates in Microsoft
    • ZetaDocs for Microsoft Dynamics NAV 2015
    • Microsoft Social Listening
    • Plus more topics!
  • 3:45 Hands On Labs:
    • Technical Sessions on how to install/manage NAV Web Client
    • Tablet Clients available for review/training on various tablets (Surfaces/iPads)
    • Jet Reports 2013 Update 1 and how to upgrade

See Jet Express for Word and Microsoft Dynamics NAV 2015

Jet Express for Word is a free feature of Microsoft Dynamics NAV 2015 to allow users to create and customize their own document templates for Dynamics NAV right in Microsoft Word. Jet Reports and Microsoft have partnered together to give end users an easy to use system to design templates in the familiar environment of Word.

Once a template has been created in Word, it can be imported into NAV to use when creating documents such as Credit Memos, Invoices, Orders, and Quotes. Jet Express for Word gives the user the ability to design a template from scratch or customize templates from Jet Reports or Microsoft. Jet Express for Word will only pull available data from NAV and will not perform calculations.

The interface of Jet Express for Word allows users to search available NAV fields in plain text and double click to add anywhere in the Word document. Logos and graphics can also be easily added and the font and type can also be formatted.

Join us on October 29 for a webinar as we present Jet Express for Word and Microsoft Dynamics NAV 2015.

  • Register Now
  • Wednesday, October 29 at 9:00 am – 10:00 am MDT

Download Jet Express for Word

Software Requirements

• Microsoft Dynamics NAV 2015
• Office 2013 Desktop Edition


Malcolm Roach now President and CEO of Open Door Technology

Please note that effective immediately Wilton Damas is no longer employed as the president of Open Door Technology. Malcolm Roach, the CEO and founder of the company, will assume the dual responsibilities of being the CEO and president.

“We do thank Wilton for his four years of service and wish him well in his future endeavors. I personally have learned many things from Wilton about project management and product life cycles, in particular, while he was here,” Mr. Roach said.

Mr. Roach founded Open Door Technology in 1992 to support ERP solutions capable of integrating people, processes, and technology. Since that time the company has developed specialized solutions for equipment rentals and oilfield service based on Microsoft Dynamics NAV and Dynamics CRM. Open Door has grown into one of the largest Microsoft Dynamics and ISV development partners in North America with staff and customers located throughout the United States and Canada.


Microsoft Dynamics NAV 2015 at Directions 2014

Microsoft Dynamics NAV 2015 – We’ve seen some sizzle, where’s the beef?

I’m writing this after day 2 of the Dynamics NAV 2015 Directions conference.  As you might expect, the sizzle came out on day 1 and day 2 began to fill in the details.  I was able to attend some sessions on sales and marketing and was able to gather some interesting insights that I thought I’d share.

The new importable Word templates in Microsoft Dynamics NAV are even more impressive in detail than shown in the introduction on day 1.  There are some applications requiring complex invoices where this may not be applicable and a SQL RDLC report may be more applicable.  For the vast majority of customers, this feature will be extremely useful and save significant effort and dollars from customizing invoice formats while putting this control in the hands of the users.  Users can select the correct format at the time of running the report.

I was able to attend a thought-provoking marketing session based on the premise of generating 1 lead per day, refusing to do demo’s, and avoiding RFP’s (Request for Punishment) like the plague.  An important supposition was the shift of importance from Sales to Marketing.  A comment was made that you can get four marketing people for the price of one salesperson.  Keep in mind that the sales quota for a salesperson in this environment is around $4,000,000 per year.  Salespeople become highly efficient processing of qualified leads delivered by an integrated and automated marketing system.

There is now a Mini App option included in Dynamics NAV that is intended to replace the C5 product in Denmark, a solution with 85,000 customers and targeted towards the lower end of the market.  While the screens have been “dumbed down” for entry level customers, that is only one component.  The system also provides enhanced tool tips, embedded instructions, dismissible dialog, etc.  Very promising for anyone looking to move new customers from entry level systems such as QuickBooks and Simply.

There continues to be emphasis on the Cloud and Microsoft Azure.  It seems that Cloud partners are coming out of the woodwork, each striving to come up with a unique value proposition.  There are some excellent technical classes that others in our firm were able to attend  and I will share more information from their experiences as we share notes.

Read here for my notes on Day 1 of Directions 2014 and the exciting release of Microsoft Dynamics NAV 2015.


Microsoft Dynamics NAV 2015 Features Announced

Okay, as an accountant, perhaps I am too easily impressed by new releases of software, but Microsoft Dynamics NAV 2015 continues its path of incremental improvement in functionality, but with very impressive advances in technology and integration to the Microsoft stack.

An ongoing challenge in Dynamics NAV 2013 has been the need to utilize SQL Server reporting services for all reports and documents. While it is very capable, the SQL Server reporting environment cannot be accused of being a rapid development environment and this is especially true when creating complex documents such as invoices. Dynamics NAV 2015 offers the spectacular ability to take a Word invoice format from the Microsoft online repository (or other sources) and use Word to map Dynamics NAV fields into the document. This new invoice format can be modified using the Word style templates and is then easily imported into NAV for immediate use. This functionality is also included with the new tablet client. This ability is available without using a development toolkit and can be done by the customer without the assistance of the reseller. A utility available with Jet Express allows the available fields to be viewed and dragged onto the Word template.

While this was the most visual of the many improvements, there were significant advances in other areas. A small business version is now available with simplified screens and functionality to smooth the transition of users new to ERP from Simply, QuickBooks, and other entry-level systems. The new Web Client is 30% faster and requires four times less bandwidth. A very capable and smooth Tablet Client was introduced for Android, IOS, and Windows tablets that is easily configurable to meet the unique requirements of customers using the Dynamics NAV development toolkit. It includes dashboarding and transaction processing capabilities. It should be noted that the tablet client can run only in online mode and is not meant for use on smartphones. User testing of the Tablet Client produced a 92% approval rating, which is quiet impressive for a first generation product. The new Dynamics NAV Role Center has much improved business intelligence capabilities with the ability to define business rules that automatically show positive or negative trends in the activity cues. Users for example, can define a limit for the amount of overdue invoices before notifying the user of a problem. Anything over this will trigger a red flag on the activity cue on the Role Center.

The Jobs module will also be moved to the Base Pack so that less complex organizations will no longer need to purchase the Extended Pack. As a promise of better things to come, the next release of Dynamics NAV is to include a configurable workflow engine. There has been a lot to see at day one of Directions 2014 with promises of more. In one session presented by a Cloud sponsor, it was noted that 50% of new customers consider the Cloud but so far 95% are still choosing to implement in-house. That same provider noted that they had over 2,000 hosting clients, which is an impressive total.

Microsoft Dnnamics NAV 2015 will be available beginning on October 1, 2014 for new customers and October 6 for existing customers.

By Malcolm Roach, CEO of Open Door Technology, writing from Directions 2014


Microsoft Dynamics NAV for a VP of Operations

Now that the sales department has sold the company’s products and services, your group has to deliver. Maintaining a careful balance between supply and demand and watching costs is critical to the success and profitability of your organization.

In today’s business environment, a powerful and reliable management information system is the foundation piece you need. Costing, quality control, scheduling, access to scarce resources, expediting and optimization of operating practices are just a few of the things you need to consider on a daily basis.

Microsoft Dynamics® NAV solution available from Open Door Technology provides a real-world answer to your company’s issues.

With standard modules for manufacturing, warehouse management, and job cost, it also allows you to configure the system to match your unique business requirements.

This flexibility offers your company access to significant competitive advantages and operational efficiencies through the use of a rapid application development toolkit that delivers high-quality code with a minimum of time and cost. Some of the more unique features available to assist you in your role as vice president of operations include:

  • Real-Time Operations and Financial Data – Your information is as up-to-date as the last posted transaction. This allows operational and financial decisions to be made based on current data and that be easily displayed in a dashboard format using a number of different products.
  • A Comprehensive Supply Chain Management System – The wide functionality available within Microsoft Dynamics NAV allows a company to meet its needs right from marketing through to receipt of the payment from the customer.
  • Manage Demand Planning and Minimize Inventory – The flexible manufacturing, distribution, advanced warehousing and service management modules allow the software to be configured to match your company’s requirements.
  • Enhanced Warehousing Capabilities – Microsoft Dynamics NAV offers a number of warehousing modules including portable bar code readers to enhance receiving, stocking, picking, shipping, warehouse optimization, and returns functions, among others.
  • Accessibility of Information – All information is immediately available from a summary report level down to the detailed transactions underlying the report.
  • A Completely Integrated System – Never again will precious resources and time be wasted on trying to integrate a variety of third-party systems. Information is immediately available to all users. System upgrades become much simpler as well.
  • Configuration to Fit Best Business Practices – The system can be installed as an off-the-shelf solution or configured to fit best practices available for your organization.
  • Low Total Cost of Ownership – Microsoft Dynamics NAV is priced as a mid-market package and saves significant amounts in the cost of the software, the initial implementation and the ongoing software assurance program.
  • Guaranteed Software Investment From Microsoft – As one of the key applications from Microsoft Business Solutions, Microsoft Dynamics NAV continues to be enhanced through a significant portion of a $1B research and development budget. As long as a customer remains current on their annual software enhancement program, Microsoft guarantees a free software license upgrade to any new technology it brings out.
  • Web Portals – The system allows web portals to be easily configured to match the unique requirements of your salespersons or customers.
  • E-Commerce – A powerful e-commerce solution is available, which allows all customer, item, and vendor information to be maintained directly within Microsoft Dynamics NAV. Web maintenance is significantly reduced while still maintaining the security needed for today’s Internet environment.

Read why Microsoft Dynamics NAV is the most popular mid-market ERP software system in the world with over 100,000 customers. Contact us with any questions you have about getting started with a Dynamics NAV system in your organization.


Why Your IT Department Needs Dynamics NAV

As the senior technology officer within your organization, you are responsible for a wide variety of functions, including strategy and operations. Implementing a new business software system can be a daunting task and in a time of shrinking budgets and increased competition, risks need to be minimized and results optimized wherever possible.

Your responsibility is to provide advice and assistance to other senior managers on information technology, and at the same time, develop, maintain, and facilitate implementation of a sound and integrated IT architecture.

A Microsoft Dynamics® NAV (formerly Microsoft Navision) business software system from Open Door Technology can help to minimize risk and optimize the final business solution.

Some of the more unique features available to assist you in your role as the chief information officer include:

  • Obsolescence Eliminated With the Use of Microsoft Technology – Microsoft Dynamics NAV is built on Microsoft technology including Microsoft server and database products. The program has the look and feel of Microsoft Office applications, significantly reducing the learning cycle for new users. Integrations between the system and other Microsoft applications improve user productivity.
  • Stability and Performance – Microsoft Dynamics NAV has earned an enviable reputation in the mid-market for minimal support requirements and high performance.
  • Scalable – The use of Microsoft technology and its efficient design allows Microsoft Dynamics NAV to be scaled up for virtually any mid-market requirements. The software is currently in use by over 100,000 customers in the world and provides an excellent alternative to packages such as SAP, PeopleSoft, JD Edwards and Oracle when they attempt to come down into the mid-market space. The concurrent power user count may exceed 200 concurrent users and many more if distributed processing is utilized.
  • Three-Tier Architecture – The three-tier architecture makes Dynamics NAV far more scalable utilizing a SQL Server database and provides for a services layer with web services that can be utilized to connect to virtually any third-party application over either a network or the Internet.
  • Real-Time Operations and Financial Data – Your information is as up-to-date as the last posted transaction. This allows operations and financial decisions to be made on current data.
  • Access to Dashboards and OLAP Technology – The real-time system with virtually unlimited transaction history provides an excellent foundation for a number of analytical tools to be used to provide key operating and financial metrics.
  • A Comprehensive System – The wide functionality available within Microsoft Dynamics NAV allows a company to meet its needs right from marketing through to receipt of the payment from the customer.
  • A Completely Integrated System – Never again will precious resources and time be wasted on trying to integrate a variety of third-party systems. Information is immediately available to all users. System upgrades become much simpler and allow you to retain any customizations.
  • Configuration to Fit Best Business Practices – The system can be installed as an off-the-shelf system or be configured to fit best practices available for your organization. The configuration of the system does not eliminate the upgrade path to future versions.
  • Low Total Cost of Ownership – Microsoft Dynamics NAV is priced as a mid-market package and saves significant amounts in the cost of the software, the initial implementation and the ongoing software assurance program. Implementation quotes are often a small percentage of the cost to implement a Tier One package such as SAP or Oracle, but provide for comparable functionality and performance in many situations.

Microsoft Dynamics NAV is the most popular mid-market ERP software system in the world with over 100,000 customers. Read more about why Dynamics NAV is so popular. Contact us with any questions you have about getting started with a Dynamics NAV system in your organization.


ERP Software Selection Tips for a CFO

Chief Financial Officers hold a lot of responsibility to direct and oversee all financial activities of an organization, including investment prioritization, preparation of current financial reports, and providing forecasts for future business growth.

As a CFO, you need Enterprise Resource Planning software that allows you to analyze company operations and pinpoint opportunities and areas that need to be reorganized. Controlling costs and managing capital resources is a key part of your responsibility. As part of the core group of executives, you also contribute to core strategy and tactical planning sessions and need the numbers and reports to back you up.

You know that a business software system is much more than just debits and credits.

Timely, accurate information is the key to your success. Determining and measuring operational metrics is the key to planning and enforcing a culture of discipline and accountability within your organization.

Microsoft Dynamics® NAV helps chief financial officers gain significant competitive advantages and operational efficiencies. A CFO needs a system that can be quickly adapted to meet unique needs as well as provide key real-time operational data to capitalize on opportunities and exceed customer requirements.

Microsoft Dynamics NAV is a fully integrated ERP software system in use by over 100,000 customers worldwide. The product provides modular solutions for supply chain management, manufacturing, financials, human resources, payroll, job cost, fixed assets, equipment rentals, customer relationship management and service management.

Some of the more unique features available to assist you in your role as the chief financial officer include:

  • Real-Time Operations and Financial Data – Your information is as up-to-date as the last posted transaction. This allows operational and financial decisions to be made based on current data.
  • Consolidated Financials with Foreign Currency and Multiple Languages – International operations are much easier to manage and monitor.
  • Access to Dashboards and OLAP Technology – The Dynamics NAV real-time system with unlimited transaction history provides an excellent foundation for a number of available analytical tools, which can be used to provide key operating and financial metrics.
  • A Comprehensive System – The wide functionality allows a company to meet its needs right from marketing through to receipt of customer payments.
  • A Completely Integrated System – Never again will precious resources and time be wasted on trying to integrate a variety of third-party systems. Information is immediately available to all users. System upgrades become much simpler and allow you to retain any customizations.
  • Configuration to Fit Best Business Practices – Microsoft Dynamics NAV can be installed as an off-the-shelf system or be configured to fit best practices available for your organization.
  • Flexibility to Match Changes in Business Model – As any CFO knows, the only certainty these days is that there will be change. The flexibility and rapid application development nature of the Dynamics NAV toolkit means the system can quickly adapt to meet changes in your business model, whether small or large.
  • Low Total Cost of Ownership – The solution is priced as a mid-market package and saves significant amounts in the cost of the software, the initial implementation, and the ongoing software assurance program. Dynamics NAV provides the capability and power of many Tier One packages without the complexity and cost. Implementations are typically on time, on budget, on spec.
  • Guaranteed Software Investment From Microsoft – As the fastest selling Enterprise Resources Planning application from Microsoft, Microsoft Dynamics NAV continues to be enhanced with an annual release cycle. As long as a customer remains current on their annual software enhancement program, Microsoft guarantees a free software license upgrade to any new technology released in Microsoft Dynamics NAV.

See what CEOs are looking for in an ERP system.


What CEOs are looking for in ERP systems

While it may seem that chief executive officers are the boss and report to no one, in reality, they probably have more stakeholders to report to than anyone else including meeting the needs of employees, customers, investors, communities, and regulatory requirements.  As the CEO of a mid-size or smaller organization, you probably have a significant ownership stake in the company.  You’re responsible for creating, communicating, and implementing vision and direction.  You need information to set and continually evaluate the organization’s strategy.  The CEO is the leader for all other executive leaders.

In order to be effective you need to intimately understand the pulse of the company without actually being involved in the hands-on operations.  You need accurate, real-time information to quickly evaluate whether your strategy is succeeding and whether adjustments need to be made.

Microsoft Dynamics® NAV helps chief executive officers gain significant competitive advantages and operational efficiencies. It provides a system that can be quickly adapted to meet unique needs as well as provide key real-time operational data to capitalize on opportunities and exceed customer requirements.

Some of the more unique features available in Microsoft Dynamics NAV for you, the chief executive officer, include:

  • Real-Time Operations and Financial Data – Your information is as up-to-date as the last posted transaction. This allows operational and financial decisions to be made using current data, which can easily be displayed in a dashboard format using a number of different products.
  • A Comprehensive System – The extensive functionality available within Microsoft Dynamics NAV allows a company to meet its needs right through from marketing through to receipt of customer payments.
  • Accessibility of Information – All information is immediately available from a summary report level down to the detailed transactions underlying the report.
  • A Completely Integrated System – Never again will precious resources and time be wasted on trying to integrate a variety of third-party systems. Information is immediately available to all users. System upgrades become much simpler.  Enter data once and utilize it in many places
  • Configuration to Fit Best Business Practices – The system can be installed as an off-the-shelf system or be configured to fit best practices available for your organization.
  • Low Total Cost of Ownership – Microsoft Dynamics NAV is priced as a mid-market package and saves significant amounts in the cost of the software, the initial implementation and the ongoing software assurance program. Dynamics NAV typically implements for a fraction of the cost of a Tier One solution such as SAP or Oracle and offers comparable functionality and performance. PMP-certified project management activities for Dynamics NAV projects typically results in projects that are on time, on budget, on spec.
  • Guaranteed Software Investment From Microsoft – As the fastest selling Enterprise Resources Planning application from Microsoft, Microsoft Dynamics NAV continues to be enhanced with an annual release cycle. As long as a customer remains current on their annual software enhancement program, Microsoft guarantees a free software license upgrade to any new technology released in the future.

Microsoft Dynamics NAV is the most popular mid-market ERP software system in use by over 100,000 customers worldwide. The product provides fully integrated modular solutions for supply chain management, financials, human resources, payroll, job cost, manufacturing, fixed assets, equipment rentals, customer relationship management and service management.


Document Capture in Microsoft Dynamics NAV with Continia Document Capture

Webinar Series: Getting the Most out of Dynamics NAV

Join us on September 23 as we present Continia Document Capture for Microsoft Dynamics NAV. Continia Document Capture is a comprehensive solution for Dynamics NAV for the scanning of invoices and other documents. The solution offers automatic registration of documents, OCR data extraction, an advanced approval flow, and a full-text searchable digital archive and everything is processed directly in Microsoft Dynamics NAV. With Document Capture, invoices and other documents are analyzed and data is read from the scanned image automatically.

Here are some of the key features:

- Use predefined templates or create new templates on the fly to pull all the data into the correct fields
- Work with a scanner or extract data from a PDF document
- Approvers will receive an email notification when an invoice requires their attention.
- Process up to 10,000 documents a month with a standard license
- Match purchase invoices with existing purchase orders
- Access original document with a digital archive

See an overview and features of Continia Document Capture and register for our webinar.

Please join us:

Date: Tuesday, September 23
Time: 9:00 – 10:00 am MST
Register Now