Opportunity Management

When we say Opportunity Management in Dynamics NAV, we mean sales opportunities. Opportunity Management Setup Sales Cycle A sales cycle is: The course of time between the initial contact being made with a customer the transaction that completes the sale. A measure of the efficiency of a sales department. A breakdown of what happens in Read More

Working with Accounting Period

It is good to change your profile to Accounting Manager to work with Account Periods. How do I create a new financial year? You can create a financial with these simple steps: Click Departments/Administration/Application Setup/Financial Management/Finance/Accounting Periods or just search for Accounting Periods and choose the related link. On the Accounting Periods window, click Create Read More