7 Signs Your Warehousing Business Has Outgrown Its CRM or Spreadsheets
Billing errors, inventory discrepancies, client trust issues? Discover the 7 signs your warehousing business has outgrown its CRM or spreadsheets.
Confirguring profiles
Configuring profiles for NAV without Configuration Mode
Configuration Mode for Microsoft Dynamics® NAV
Users in Microsoft Dynamics NAV are set against profiles – profiles are typically grouped into job roles and help users get access to parts of the system that they need the most. For example, Sales people will access a completely different area of the system to the Warehouse team on a day to day basis.
To be able to edit the profiles the user must access NAV using the command prompt or a modified short cut. However, there are a number of reasons why this is not always possible.
Editing Profiles without the Configuration Mode
A good example is with one of our customers, who access NAV using Citrix. We wrote a report for them that takes an individual’s personalisation and applies it to the profile. This has the same effect as running in Configuration mode, and the other users with that profile will see the changes. Using only one report, as well as adding a button to the user Personalisation page, this simple modification will save the customer a lot of time!
To see more about Development in NAV, why not take a look at our Development page >
Why Manufacturers Need More Than a Standard CRM
Manufacturing businesses face daily pressures that standard CRM systems simply weren't designed to handle. Your teams need to manage complex product configurations, track quality standards, coordinate with suppliers, and maintain detailed production schedules whilst still nurturing customer relationships.
Do You Need a Separate CRM?
Microsoft Dynamics 365 Business Central includes customer relationship management features, but you might wonder if these tools are sufficient for your business needs.