Recorded webinars


Lunch and Learn with ArcherPoint and Mergetool.com: NAV Easy Security

If you're looking for a way to set up and control roles, logins, and security at the data and field level in Microsoft Dynamics NAV, you need to see what NAV Easy Security can do for you!

NAV Easy Security is released for all versions of Microsoft Dynamics NAV and works in both the Classic and RoleTailored/Windows clients.

Click here to find out more.


ArcherPoint Lunch & Learn - Exemption Certificate Best Practices: Reducing Audit Risk

Tight crackdowns by state governments have included greater attention to non-taxed transaction compliance as they increase sales tax compliance audits.View this webinar to learn more about how automating the exemption certificate lifecycle within your Microsoft Dynamics NAV system can save you time and money as well as improve your staff and customer experiences with non-taxed transaction compliance.

Download the presentation (PowerPoint)


ArcherPoint Lunch & Learn - Get to Know Microsoft Dynamics NAV RTC (Role Tailored Client)

Did you know that Dynamics NAV 2013 is based entirely on the Role Tailored Client? So, if you've upgraded to NAV 2013 or are planning to, you will need to get to know this powerful interface.  Check out the new ways you'll be able to view information in the RTC while taking advantage of all the great features you've come to appreciate in MS Dynamics NAV.


ArcherPoint Lunch & Learn - Microsoft Dynamics NAV 2013 Cash Flow Forecasting

Smart cash management is critical to profitability, and it takes more than Accounts Payable and Recievable to have a good cash position...it also takes strong cash forecasting.  Join us to see how you can use Microsoft Dynamics NAV's Cash Flow Forecast to efficiently forecast short-term cash flow, enable better monitoring of cash receipts and cash disbursements, and use that information to take smart preemptive steps.


ArcherPoint Lunch & Learn - Assembly Management in Dynamics NAV 2013

In Microsoft Dynamics NAV 2013, Assembly management lets you create assemblies for stock or on the fly, allowing you visibility into components before they are assembled and when the order is placed.  Learn how to see shortages as units by day and graphically and gain greater insight so you can better meet the needs of your customers.


ArcherPoint Lunch & Learn - What's the Difference Between Business Intelligence and Reporting?

In just 30 minutes, you’ll learn how to quickly analyze trends and outliers to target actions that will enable you to run your organization more efficiently, and profitably. At the end of this session, you will be able to determine if business intelligence is right for you and right for your business by learning what it truly offers.


ArcherPoint Lunch & Learn - Compliance in Dynamics NAV: What you need to know before the auditors ask

Are your processes to manage security and compliance in Microsoft Dynamics NAV exactly where they need to be? If you're unsure - join us as we discuss which processes to implement to insure your company is protected. In a review of best practices, we'll dive into the importance of user security, some common security problems in NAV, and how to monitor changes to your system. Learn best practices to reduce risk for your company and make sure you are ready for audit and compliance questions before you need them.


Staying Ahead of Sales Tax Changes

Sales tax, at both the state and federal levels, is evolving every day. Regardless of industry, pending legislation such as the Marketplace Fairness Act of 2013 could dramatically affect your business. Join ArcherPoint and Avalara to learn about:

  • The current state of sales tax legislation
  • Tips for identifying and mitigating your audit risk
  • Ways to be ready for the changes, including sales tax automation tools for ERP and/or your e-Commerce system

ArcherPoint Lunch & Learn - Jet Reports Enterprise: Should You Upgrade?

If you have Microsoft Dynamics NAV, this webinar will show you how to use the latest innovations in Excel integrated reporting and BI with the 2013 versions of the Jet Reports Suite of Solutions. Content includes:

  • Getting Started with Jet Reports: Finding your version and resources
  • How to upgrade to the latest build of Jet
  • New Reporting Features and Tools
  • Getting Instant NAV Dashboards and Analytics with Jet Enterprise
  • Accessing Support and Resources for NAV Reporting

Download the Presentation (Excel) 


ArcherPoint Lunch & Learn - Microsoft Excel Tips & Tricks

In this one hour presentation, you'll learn about:

  • Creating drop down lists
  • Conditional formatting tricks
  • Using Pivot Tables
  • Time saving Excel tips

Download the presentation (Excel)


ArcherPoint Lunch & Learn - Excel integrated reporting included for Microsoft Dynamics NAV with Jet Express

Looking for a fast, simple way to create high-impact reports in Dynamics NAV? View this webinar to see how Jet Reports Express, a fully integrated reporting solution included with Microsoft Dynamics NAV 2009 and NAV 2013, can give you the power to create dynamic, Excel based reporting with ease, along with details on the seamless upgrade path to full operational reporting and automation with Jet Essentials.

Download the presentation (Excel)

Request the templates and reports used in the webinar examples.


ArcherPoint Lunch & Learn - Mobile Service Management for Microsoft Dynamics NAV by ExpandIT

Is your mobile service staff billing 100% of their time? Are they boosting revenue and customer satisfaction?

View this webinar to learn how you can optimize your mobile staff with Mobile Service Management solutions for Microsoft Dynamics NAV. 


ArcherPoint Lunch & Learn - Document Capture from Celenia

Are you tired of unneccesary typing?  Celenia's Document Capture for Microsoft Dynamics NAV can make it a thing of the past.  Document Capture is an end-to-end solution for scanning data extraction (OCR), registration and archiving of all documents within an organization, giving you the tools you need to efficiently handle purchase invoices and approvals.  Document Capture offers a low-cost, high quality solution, built 100% within Dynamics NAV.


ArcherPoint Lunch & Learn - Exemption Certificates Best Practices: Reducing Audit Risk 

If an auditor showed up today, how quickly and easily could you find customer exemption certificates for tax-exempt transactions?  Tight crackdowns by state governments have included greater attention to non-taxed transaction compliance as they increase sales tax compliance audits. Important to the auditor is the ability to produce a valid, current exemption certificate and evidence of its appropriate association with the right transactions. Oftentimes, businesses have a manual process for tracking customer exemption certificates that can increase audit risk.

Learn more about how automating the exemption certificate lifecycle within your Microsoft Dynamics NAV system can save you time and money as well as improve your staff and customer experiences with non-taxed transaction compliance.

Download the Whitepaper: Automating the Exemption Certificate Lifecycle


Lunch & Learn: Supercharge reporting and business intelligence in Microsoft Dynamics NAV!

Learn how to get more from your NAV data with BI4 Dynamics. In under an hour, you will see how you can benefit from best-in-class data warehousing capabilities, rich OLAP cubes, and smart, pre-built reports for increased efficiency.

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