Sales & Marketing

By: Cad Advanced Solutions  06-Dec-2011
Keywords: Audit Trail

Good sales and marketing practices are all about making the right decisions at the right time.

Dynamics NAV Sales & Marketing gives you complete and accurate information so you can focus your interactions on preferred customer segments. You are empowered to:
  • Increase your productivity.
  • Sharpen your competitive edge.
  • Grow your business.

These key features and benefits are been expanded upon below.

Customer Account:

Setup multiple posting groups and subledgers for G/L integration. Assign user defined payment terms, multiple ship to addresses or head office bill to account details. From the customer account card review all customer entries and review relevant trading statistics.

Sales Orders & Invoices:

Instant access to and a good overview of the customer’s sales history, available credit and shipping and contacts information. Information about item availability, substitutes, prices and discounts are contained in a single view, which makes it easy to provide quick answers to customer questions. Invoice entry is expedited through, for example, a “copy to document” function that is available directly from the sales history window.

Customer Pricing:

Assign customer price groups for contract pricing or contract discounts. Pricing can be set for date ranges and differing units of measure.

Sales Quotes:

Create sales quotes and easily convert to sales order once confirmed. Revise quotes and archive prior versions, restore archived quotes if required.

Credit Control:

Review customer aging and detailed trial balance reports with cut off by specific date and aging by invoice date or due date. Set user defined filters to review customer credit status quickly on screen. Set prompt payments discount to automatically calculate on cash receipts. When required block customer credit easily.

Cash Receipts:

Receipt cash with confidence. Navision maintains a full audit trail of all receipts and allows manual or applies to oldest cash receipting. In addition post partial applications and reverse cash receipts if required.

Relationship Management:

Maintain an overview of customer contacts and employees. Categorise contacts into user defined groups and assign profiling questionnaires to contacts. Assign tasks and to do lists for contact management.

Campaign Management:

Organise campaigns based on segments that you have created. Segment your contacts based on specific criteria, such as sales, contact profiles or even past interactions logged.

Interactions & Documents:

Log interations such as meetings with your customers and link interactions with electronic documents. Record interactions performed in other application areas, including documents sent to your customers such as sales orders.

Outlook Integration:

Synchronize your to-dos and contacts in Microsoft Navision with meetings, tasks, and contacts in Microsoft Outlook.

Sales & Marketing - Fact Sheets

Keywords: Audit Trail

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Other products and services from Cad Advanced Solutions


Warehouse Management

Post and hold stock quantities on hand by bin and even set logical rules for Dynamics NAV to use and then suggest bin locations for stock receipting and dispatch. Dynamics NAV allows you to manage your logistical operations and keep an accurate track of inventory wherever it is held in your organisation. For multiple orders you can use the put away worksheets to suggest the most efficient order groupings and put away processes.



Configure your stock lines with invoicing, planning, replenishment, tracking and warehouse instructions in this one centralised location. Create vendor and customer unique item references plus barcodes for quick search and data entry on sales and purchase documents. From this central point you can also review inventory availability, transactional history, statistics and pricing.


Fixed Assets

How much does that vehicle cost to maintain each year?Dynamics NAV Fixed Assets provides the answers to these questions and the ability to manage and control your valuable capital investments. Gain an immediate overview of your fixed assets• Improve the management of Fixed Asset maintenance. Define an unlimited number of depreciation books and set depreciation conditions for each asset.



Dynamics NAV can improve your company's performance and profitability by delivering strong functionality in Finance, Sales, Marketing, Stock Control and Manufacturing. Microsoft Dynamics NAV helps you overcome these challenges with a business management solution that matches your business needs as well as your budget.


General Ledger / Finance

Extensible Business Reporting Language is an XML-based specification that uses accepted financial reporting standards and practices to export financial reports across all software and technologies. User defined G.S.T reports automatically reconcile subledger to General Ledger and produce G.S.T return with a full audit trail.


Purchases & Payables

Automate the purchasing process with a worksheet that uses business stock holding rules to create suggested purchasing requirements. Dynamics NAV Purchases & Payables gives you complete and accurate information to manage your valuable supplier relations. Set up vendor trading details with ease including trading currency, terms of trade and requirements for electronic trade.