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Learn how D365 Sales can seamlessly connect sales and financial records within a single platform with insights from our recent webinar and alive Demo of the platform in action.

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2021 Wave 2 Release Highlights For Microsoft Dynamics CRM

Explore our favourite new updates from the 2021 Wave 2 Microsoft Dynamics CRM Release and how organizations can leverage them going forward.

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Make Employee Payments a Breeze: Mastering Payroll in Dynamics 365 Business Central

Payroll in Business Central is a breeze if you use the out-of-the-box tools available. Check out four different methods for entering payroll into your ERP.

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Advanced Methods for Working with Your Data in Dynamics 365 Business Central

Learn how to use configuration packages to update, add, and export records like a pro in Microsoft Dynamics 365 Business Central.

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Part 3. Mistakes Were Made: The Definitive Guide to Corrections and Reversal in Dynamics 365 Business Central

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Part 1. Not Just Ones and Zeroes: How to Utilize Data in Business Central Like a Champ

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Part 2. Mistakes Were Made: The Definitive Guide to Corrections and Reversal in Dynamics 365 Business Central

At the core of all accounting is the general ledger - here's how to make corrections and reversals in Dynamics 365 Business Central.

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Part 1. Mistakes Were Made: The Definitive Guide to Corrections and Reversal in Dynamics 365 Business Central

Over the years, Microsoft has continually improved the way to make corrections and reversal in Dynamics 365 Business Central. Here's how.

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CRM Capabilities in Dynamics 365 for SMBs | Top Questions Answered

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Big Changes Are Coming: Dimensions in Dynamics 365 Business Central

Dimensions changes are coming to Dynamics 365 Business Central, a feature that allows users to analyze and slice up data.

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Rapid Reporting: Speeding Up Power BI Reports for Business Central

There’s nothing that puts a damper in productivity quite like slow-running reports. Here's how to make Power BI reports refresh faster.

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The Lowdown on Accounting and Inventory Periods in Dynamics 365 Business Central

Closing a Fiscal Year can be a a chaotic process. Microsoft Dynamics 365 Business Central has tools to help make this process more efficient.

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E-commerce Solutions for Dynamics 365 Business Central: Build Long Lasting Relationships with Customers

E-commerce solutions for Dynamics 365 Business Central deliver the best customer experiences and streamline your small businesses operations.

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Power BI and Microsoft Teams: A New Way to Share and Collaborate

Power BI and Microsoft Teams is a powerful platform for employees to share and collaborate in a 'workspace' and 'channel' based interface.

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Demystifying Microsoft’s Dynamics 365 Products for SMBs

Are you overwhelmed by Microsoft’s Dynamics 365 platform and all of its products? If the answer is yes, then don’t worry - you’re not alone.

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Dynamics 365 Pricing: Simplified with Bundled Subscriptions

Dynamics 365 pricing as a single monthly or annual fee. Get SaaS licensing, implementation and support with our bundled subscriptions.

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Best of 2020: Most Popular Microsoft Dynamics 365 Articles

Top Microsoft Dynamics 365 insights for Business Central and Customer Engagement applications including Sales, Service and Marketing.

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Company Hub: The Punchy New Feature in Dynamics 365 Business Central

Company Hub in Dynamics 365 Business Central is an application that helps companies review and access multiple business entities in one place.

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It’s the Little Things: Small Enhancements to the User Experience in Dynamics 365 Business Central

Dynamics 365 Business Central 2020 wave 2 release has quality of life improvements. This article takes you through our favorite enhancements.

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Top Features: Dynamics 365 2020 Release Wave 2 Business Central

Microsoft continues to improve Dynamics 365 Business Central in the 2020 releave wave 2. From performance upgrades to game changing features.

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Top Features: Dynamics 365 2020 Release Wave 2 Customer Engagement

Top features from the Microsoft Dynamics 365 release wave 2 for Customer Engagement. Includes new and exciting mobile enhancements for Sales.

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Adapting Your Company Culture & Work Style in Response to COVID-19

Adapting your company culture & work style is hard. We help our Dynamics 365 customers successfully implement and manage ERP & CRM solutions.

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The Hidden Impact of Marketing Automation: Why It’s Critical to Adopt It for Your Midsize Business

Dynamics 365 Marketing might be the right marketing automation solution for your midsized business for a number of reasons. Find out why.

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Broken or Just Stuck? Basic Troubleshooting Tips for Dynamics 365 Business Central

Broken or just stuck? The error messages in Business Central can seem a little cryptic, but once you understand them, you'll know exactly what's going on!

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Improve & Maintain Your Sales Pipeline with Dynamics 365 Sales Insights

Dynamics 365 Sales Insights allows users to create sequences to follow-up on sales engagements, saving your team time to focus on leads and opportunities.

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Mastering the Month End Close Process with Business Central: Fixed Assets and Inventory

Learn about fixed assets and inventory in Dynamics 365 Business Central and master the month end process. Get expert advice from leading ERP consultants.

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Mastering the Month End Close Process with Business Central: Cash Management and Multicurrency Management

Learn about cash management and multicurrency management in Dynamics 365 Business Central and master the month end process.

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Mastering the Month End Close Process with Business Central: Accounts Receivable

Learn about accounts receivable in Dynamics 365 Business Central and master the month end process. Get all your questions answered in this article.

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Mastering the Month End Close Process with Business Central: Accounts Payable

Learn about accounts payable in Dynamics 365 Business Central and master the month end process. Get all your questions answered in this article.

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Mastering the Month End Close Process with Business Central: The General Ledger

This article runs through best practices to master the month end close process in Business Central with a focus on the general ledger.

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Mastering the Month End Close Process with Business Central: Tips and Tricks

Month end process in Microsoft Dynamics 365 Business Central is unique. Here are some top tips and tricks to help you drive efficiency and save time.

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Cloud ERP Software for Small and Midsize Businesses: Top 7 Benefits Explained

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Purchasing on Credit Card: How to Make It Easier in Dynamics 365 Business Central

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Microsoft’s Vision for Financial Accounting and ERP in the Cloud: What It Means for GP Customers

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Microsoft Power Apps: Improve Customer Experiences and Digitally Transform Your Business

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Dynamics 365 Solutions for GP Customers – What Business Central Offers Now

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Sense and Extensibility: How Extensions Are the Unsung Differentiator of Microsoft Dynamics 365 Business Central

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Part 3: Make Better Business Decisions with Reporting Capabilities Using Dimensions in Business Central

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Being Agile and Protecting Employees During the COVID-19 Crisis

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Dynamics 365 Team Member License Enforcement: What These Changes Mean and How You Should Prepare

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Top Features: Dynamics 365 2020 Release Wave 1 Customer Engagement

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BI Backdrops: How Scrims Can Elevate and Enhance Your Power BI Reports

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ERP and CRM: A Match Made in (Cloud) Heaven

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Part 2: How to Reap the Benefits of Dimensions in Business Central

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Step Up Your Power Platform Game: Customize Views & Get Data in Real-time

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Not Just A Dashboard: Why You Need to be Using Power BI if you’re on Business Central

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Best of 2019: Most Popular Microsoft Dynamics 365 Articles

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Part 1: What are Dimensions in Business Central and How Should You Use Them?

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Make Your Life Easier: Microsoft’s Power Platform Introduces Customized Forms

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Podcast: What are Microsoft Partners Discussing with Dynamics NAV Clients Today?

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If You Think of Upgrading, You Should Re-Think Your Customizations

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Deprecations for Dynamics 365 Customer Engagement: What You Need to Know

Microsoft's legacy web client will be deprecated. Customers must transition to the new Unified User Interface before 2020.

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Navigating the Cloud – Interface and Navigation Improvements in the Business Central Wave 2

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Towing the Line – Editing Document Lines in Excel with Business Central

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Saving Grace: How Saving Filters in Business Central Can Change Your Life

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Top Features: Dynamics 365 2019 Release Wave 2 Customer Engagement

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Business Central 2019 Wave 2 Release – Blog Series

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Business Central Upgrade Paths

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Unified Interface for Dynamics 365: How Microsoft is Pushing Users to Mobile

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Business Central and Excel: Functionalities and Benefits of the Integration

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5 Reasons to Take Your Field Service Mobile

Transform your field service operations and improve productivity, enhance planning, increase efficiency, improve customer experience and empower employees.

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Rethinking Your Master Data with Business Central

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Want to Improve the Quality of Your CRM Data? Here’s How to Reach Your Customers More Effectively.

Poor data can be detrimental to your organization. Improve the quality of your CRM data and strengthen relationships with your customer base.

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Migration Challenges? Overcome the Common Obstacles with KingswaySoft’s Free Software Installation

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Improve Customer Experiences with Microsoft’s New Virtual Agent for Customer Service

Free up your agents time to focus on complicated tasks. Automate processes and and speed up customer service with Microsoft's Virtual Agent.

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Making a Bold Statement: How to Replace Your Financial Statements with the Chart of Accounts

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KingswaySoft Simplifies Moving to Dynamics 365 Customer Engagement

Using KingswaySoft to migrate your data will save you the associated costs that you will find with other migration tools from competitors such as Scribe.

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Tech Giants Follow Suit as Microsoft Lead the Way in Analytics and Business Intelligence

Why has Salesforce chosen to go public with Tableau now? It could be in response to Microsoft's clear lead in analytics and business intelligence.

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Unified Interface for Dynamics 365 Customer Engagement: Top 5 Questions Answered

Top 5 questions customers are asking about Unified Interface for Dynamics 365 Customer Engagment and the April 2019 release.

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Why GP Customers are Moving to Dynamics 365

Here are 3 key reasons why GP Customers are Moving to Business Central

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Dynamics GP Roadmap: Where GP is Headed and What the Future Holds

Is Dynamics GP being retired or in maintenance mode? With the latest Dynamics GP roadmap as reference, we’re going to separate fact from fiction and share some insights into where the product is headed and what you can expect moving forward.

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Q&A for All Things Business Central Licensing

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The End of NAV As We Know It…What’s Next?

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8 ERP and CRM Support Areas to Consider for Achieving your Best Performance

Though support services take place post go-live, they shouldn't be an afterthought. Here are a few key areas where we think all businesses could benefit from enhanced support for ERP and CRM.

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10 of Our Top ERP & CRM Posts!

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How to Undo an Accrual in Dynamics NAV

While trying to perform month-end close, the client was trying to undo an accrual in Dynamics NAV that was done in the previous month.

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How to Reverse a Posted Payment in Dynamics NAV

One of our support clients had a situation where several payments were accidentally posted as paid, however, no cheques were printed and they wanted to know the best way to reverse the payment. Follow these steps to reverse a posted payment in Dynamics NAV.

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Is Your Sales Stage Not Updating in Dynamics 365?

If you've recently upgrade to v9 and your sales stage is not updating in Dynamics 365, follow these instructions to get back on track.

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Let Me Tell You About Tell Me in Business Central

Microsoft has been chipping away at the old way to find and do stuff in NAV/Business Central and has channeled these efforts into making it easier to do what you need to do.That’s where this new shiny feature released today comes into play: “Tell Me” in Business Central.

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Supercharge Your Month-End with User Tasks in Dynamics NAV and Business Central

While most people can probably dream up a list of different use cases across various businesses for each of these shiny new things, we’d like to focus on one universal and practical use for one of these new features, primarily adopting User Tasks in Dynamics NAV to assist with month-end.

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Debating the Cost of Business Central vs. NAV On Premise

When comparing Business Central's cost with NAV on-premise, it's important to consider all costs involved with owning an ERP system. (Hint: It's not just licensing!)

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How to Configure a Dynamics 365 Portal with Multiple Languages – Part 1

Do you have a need for a portal with multi-language requirements? We'll show you how to configure a Dynamics 365 portal in French.

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Business Central Migration Steps

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Using the Power BI Option-Set Assistant with Dynamics 365

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A Simple Solution for a Dynamics 365 for Outlook Issue

A few weeks ago I was trying to install the Dynamics 365 for Outlook issue when trying to install the add-in from the D365 portal. Here's how I solved it.

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CRM Tip: Save Admin Time Using the View Layout Replicator in the XRM Toolbox

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Using Recurring Journals in NAV to Allocate Costs at Month End

In this post, we're digging into 3 different recurring journals in NAV that can help you out with cost allocation at month end, especially if you are managing a significant amount of indirect costs.

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NEW Acumatica Client Video: Wholesale Furniture Brokers

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How to Decode an Unknown Error Message on a Dynamics 365 Portal

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How We’re Re-thinking the IT Services Engagement Model in a SaaS World

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Exploring Dynamics 365 Licensing: Pay As You Grow and Plans

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Top 5 Azure Features That Will Benefit Dynamics NAV Customers

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Dynamics 365 for Field Service 101: How to Configure Bookable Resources

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Publishing Power BI Reports in Acumatica (Yes, this is real!)

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Taking Care of Business (Central)

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Acumatica Generic Inquiries: Details Make the Difference

Acumatica 2018 R1 was recently released and, among other things, the team continues to focus on user experience. One of the items they improved were generic inquiries.

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Dynamics 365 for Marketing: Small Business, Big Events

Microsoft's Dynamics 365 Spring 2018 update has nearly countless items to be excited about putting this release high on the list of most impactful updates so far. That includes big changes in Dynamics 365 for Marketing and the new event management tool.

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Podcast: Azure, Who and What Is It For

In this inaugural three-part podcast series, the team at Catapult takes over the MSDW Podcast to talk about and clarify the confusion, interest, and excitement that surrounds Microsoft's cloud services. This episode we cover Azure, Who and What Is It For.

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Podcast: What Makes Dynamics 365 Unique as a SaaS Offering

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Podcast: Demystifying Microsoft’s Dynamics 365 Cloud Strategy

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The Target Version: Making Dynamics NAV Upgrades Cheaper

What many customers don't know is that they can save themselves time and money on each cumulative update or version upgrade in the future by asking for the base target version used by the partner during an update or upgrade. Here's how it works.

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Dynamics 365 Gmail Configuration and Client Installation

Is your organization currently using Microsoft Outlook but leveraging Gmail for their email interaction? You're not alone. While some organizations decide to fully make the transition to Outlook given the obvious integrative capabilities with Dynamics 365, you can still configure Gmail to work for email engagement.

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Dynamics 365 Portals: Modifying the Header in the Navigation Bar

Dynamics 365 Portals is a powerful tool that allows external users to access Dynamics 365 content, such as their data, through a contact record with varying degrees of accessibility. As the Administrator, there are plenty of changes you can make, so let's start exploring those capabilities with something simple.

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Getting Started With PowerBI: Analyzing Data and Sharing Insights

As much as people have heard about PowerBI, there often remains some confusion as to how it functions and how to use it. In a time where analytics are everywhere, it's important to be able to take raw data, create insights, and share it in a collaborative fashion with the rest of your team.

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The Cost of Doing Nothing vs. Choosing Acumatica

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Azure Active Directory Domain Services: What Is It and When to Use It?

You've been thinking about migrating to the cloud and often came across the term Azure Active Directory Domain Services (AD DS). So, what is it?

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How To Delete All Sample Data From Dynamics 365

Having troubles deleting all of your sample data from Microsoft Dynamics 365 after your trial? Save time and get rid of your issues in these two easy steps.

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How Meltdown and Spectre Affect Microsoft Dynamics Users

How do the Meltdown and Spectre vulnerabilities affect you and your Microsoft Dynamics environment? We cover what it means and what you can do about it.

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Getting to Paradise with Acumatica Implementation and Support Services

Thinking of starting that Acumatica implementation you've been longing for? Here are some things to consider for your implementation and beyond.

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Acumatica 2017 R2’s Improved User Interface

This past Fall, Acumatica 2017 R2 was released. One of the major changes was an updated user interface. How will users accept and use these changes?

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How to Create and Use Mail Merge Templates in Dynamics 365

How do you get personalized email content and time-savings from mass emails all in one? Mail Merge Templates in Dynamics 365, of course! Let's show you how.

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Dynamics 365 v9.0: Customer Requests Answered

While Microsoft has released numerous updates, by far the most impactful was Dynamics 365 v9.0, which fixes the largest number of customer feature requests.

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Digital Transformation and Dynamics 365: Catch That Wave!

Dynamics 365 was developed in response to the undeniable digital transformation forces that are radically changing the business landscape.

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Outlook App vs. Outlook Client: The Battle for Dynamics 365 Supremacy

Since the beginning, we have had Dynamics 365 for Outlook Client there to help us. But maybe its day has come with the Outlook App stepping into the ring.

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Advanced Find in Microsoft Dynamics 365: Knowing More Than “Where’s Waldo?”

Ready to move on from Beginner status and become Advanced in the Advanced Find function of your Microsoft Dynamics 365 solution?

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Microsoft Dynamics 365 User Interface Design: Quick Wins for a Quick Makeover

Be one step closer to fully leveraging your Microsoft Dynamics 365 solution with user interface quick wins, including system navigation, views, and forms.

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The Easy Way to Manage Return Orders in Business Central

In the latest release, Microsoft enabled Return Order, which allows for clients running Dynamics 365 for Financials to adjust their internal processes.

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Top 5 Tips to Manage Your Data Problems in Dynamics 365

In your business, data is GOLD: valuable and worth protecting. Therefore, you must define a data management strategy in Microsoft Dynamics 365 to keep it.

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How to Edit SiteMap Using the New Microsoft Dynamics SiteMap Designer

Is finding the information you need in your Microsoft Dynamics 365 (CRM) solution a bit like locating the mythical island of Atlantis? Here's how to fix it.

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Acumatica Commerce Edition: Why you should hit “add to cart”

Link your online shops, storefronts and back offices,and manage all aspects of the eCommerce value chain with Acumatica's commerce edition.

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Project Fatigue: What To Do When Your ERP/CRM Project Starts to Feel like a Marathon

Project Fatigue starting to set in? Solution Lead Blair Hurlbut highlight his tips & tricks for helping companies (and himself!) make it to the finish line.

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Leveraging Dynamics NAV Events: Why you should consider it and what you need to know

Using Dynamics NAV Events could lead to cost savings and a reduction of risk. However, there are a few things to consider before you start using them.

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Generating Financial Statements in Dynamics 365 Financials

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Acumatica Cloud ERP – The Cool Kid on the Block

With impressive revenue growth, numerous awards and a posse of ISV's, Acumatica Cloud ERP is definitely the cool kid on the block.

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I’ve got the Power! A beginner’s guide to Microsoft’s Power Pivot, Power Query, and Power BI

Confused about the differences between Power Pivot, Power Query, Power BI and the rest Microsoft's "Power" suite? Look no further, we've laid it all out.

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Implementing Microsoft Dynamics 365 for Sales – Part 2: Set it and Forget it?

Implementing Microsoft Dynamics 365: Why working with a partner after go-live is critical to keeping your system dialed and aligned to your business.

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Podcast: Microsoft Partner Outlook: Is Microsoft’s Cloud Channel Strategy in Full Bloom for FY2018?

What is the Microsoft Partner Outlook and how will affect partners and their clients? Catapult's Elliot Fishman & Jeff Bacon discuss with MSDynamicsWorld.

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Keeping up with CASL: Get ready for new CASL provisions with Microsoft Dynamics 365 and Click Dimensions

With CASL's "Private Right of Action" provision, individuals can sue organizations for alleged violations. Learn what steps you can take towards compliance.

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Meet me (and CRMUG) in St.Louis: Five things I learned at Focus 2017

My top five takeaways from CRMUG Focus 2017 - the premier advanced-learning conference for Microsoft Dynamics CRM and Dynamics 365 Users.

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Exchange Excellence, Eh? Connecting NAV 2017 and Business Central Currency Exchange Rate Services to the Bank of Canada

Looking to connect Microsoft NAV 2017 or Dynamics 365 to the Bank of Canada’s currency exchange rate service? Follow Ramin Marghi's simple steps.

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A Long Time Ago, On A Power BI Dashboard Far, Far Away…

Celebrate May the 4th and channel your inner Business Intelligence Jedi with this Star Wars-themed Power BI Dashboard exercise.

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From Zero to PowerShell Hero: 6 commands you need to know when using PowerShell and Dynamics 365

Interested in using PowerShell and Dynamics 365? Up your PowerShell game with these 6 commands for Dynamics 365 Administration.

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Upgrading to a Cloud ERP system – is it worth it?

The Cloud. Everyone is talking about it. But is it more than just a buzzword when it comes to your ERP system? Will moving to a Cloud ERP system save money?

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Substance vs. Style: Why we’re shifting focus to Microsoft Dynamics 365

We're shifting focus from Salesforce to Microsoft Dynamics 365. Why? It's not about what they do, but rather how they do it.

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NAV Upgrade Anxiety? New NAV Upgrade Tools Provide Relief

Suffering from NAV Upgrade Anxiety? Don't worry, 2016's NAV Upgrade Tools can help you minimize the time and stress associated with upgrading.

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Dashboards, Document Templates and File Versioning, Oh My! Tips and Tricks for the Acumatica User

Eight Acumatica Tips and Tricks to make your day that much easier. Includes dashboards, document templates, file versioning and more!

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SQL Server Maintenance: A 6 Point Mechanic’s Guide

SQL Server Maintenance is a key aspect of NAV performance tuning. Keep your NAV running smoothly with this 7 point inspection.

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How To: Use Custom Icons and Tooltips in Dynamics CRM

Learn how to enhance your Microsoft Dynamics CRM user experience with custom icons and tooltips with this step-by-step instructional guide.

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Implementing Microsoft Dynamics 365 for Sales: Click Start and Go?

When implementing Microsoft Dynamics 365 organizations should strongly consider working with a partner to get the most out of their system.

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50 Shades of CRM – Give Your CRM Theme a Little Bit of Loving

Follow these quick and easy steps and show your Dynamics CRM a bit of love with a customized CRM theme and logo for Valentine's Day.

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Precision Gutters: Unclogging Inefficiencies with Catapult using Dynamics NAV

With Catapult, Precision Gutters was deploying Microsoft Dynamics NAV within 3 months and testing switching the solution to their operational environment.

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The Lever & The Fulcrum: Catapult and Salesforce Enable TIMIA Capital to Connect Capital Markets

In this case study we will explain how Catapult enabled TIMIA to harness technology (Salesforce) allowing them to promote a new investment model

Article

Podcast: Future-Proofing Microsoft Dynamics NAV

Our CEO, Elliot Fishman, speaks with MSDW host Jason Gumpert about Catapult's latest eBook - How to Future-Proof Microsoft Dynamics NAV

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How to: Editable Grid Controls in Microsoft Dynamics CRM (Dynamics 365)

Learn about the Editable Grid, one of the newest features of Microsoft Dynamics CRM. Learn how to enable it to save you time!

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Microsoft Dynamics 365: Into the Future [Interview – Part 3]

Welcome to Part 3 of our series Microsoft Dynamics 365: First Impressions, What You Need to Know & Into the Future. Hear from Catapult Experts.

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NAV Noël – A Holiday Hack!

Here at Catapult we take the holidays pretty seriously. We wanted to make sure that our NAV's holiday spirit matched that of our own.

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Microsoft Dynamics 365: What You Need to Know [Interview – Part 2]

Welcome to Part 2 of our series on Microsoft Dynamics 365. Learn how Dynamics relates to Microsoft's Project Madeira and more.

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Microsoft Dynamics 365: First Impressions [Interview – Part 1]

Microsoft Dynamics 365: what you need to know and what it means to you as a customer straight from the experts.

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Microsoft Dynamics NAV 2017: Re-Think The Way You Upgrade

With the release of Microsoft Dynamics NAV 2017, you may want to start thinking about an upgrade path to the latest features and functionality.

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Tourism Vancouver Makes the Switch to Cloud ERP

Tourism Vancouver had to weigh the pros and cons of their on-premise ERP solution or switch to a cloud ERP solution.

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Future-Proof with Microsoft Dynamics NAV 2017

With the recent release of Microsoft Dynamics NAV 2017, you may be asking "what has change in Dynamics NAV over the past few years?".

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Microsoft Dynamics CRM Training for Power Users

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Catapult Helps Transform Partners in Health to a Cloud Infrastructure

Catapult is proud to have played a key role in supporting Partners in Health migrate key business application onto Microsoft Azure infrastructure.

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[Interview] Salesforce vs Dynamics CRM: Community, User Experience and Licensing

Its Salesforce vs Dynamics CRM. Two of Catapult’s highly trained Microsoft Dynamics CRM consultants compare community, licensing, and user experience.

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NAV 2016 Feature Video

This video has demo animations of some of the most anticipated features released in the latest iteration of NAV, showcasing what it looks like for the end user.

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CRM Business Process Flows (BPFs): How to Automate Switching Using Security Roles

Using the CRM security model can be an effective way to improve user experience by automatically switching between multiple Business Process Flows

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Catapult is Now a Salesforce Partner!

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Quick Guide to Acumatica Cloud ERP

Acumatica Cloud ERP is a web-based financial and business management system built for the cloud and best used by small and mid-size companies.

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Announcing Our New eBook: How to Stay Current with NAV 2013 R2 or Later

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A Day in the Cloud – Experiences using the NAV 2016 Web Client

Catapult's Ramin Marghi gives his impressions of the NAV 2016 Web Client after spending an entire day working in the cloud.

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Introducing Acumatica to the Cloud ERP Newbie

Our marketing manager visits the 2016 Acumatica Summit and comes away with a new appreciation for Acumatica and Cloud ERP.

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Save Time On Data Entry with Posting Preview and Document Totals in NAV 2016

Learn how you can save time on data entry and improve efficiency with these finance improvements including posting preview and document totals in NAV 2016.

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Catapult Expands ERP and CRM Practice with Acumatica and Salesforce!

Catapult, a Microsoft Dynamics NAV and CRM partner in Vancouver, extends their service offering to include cloud leaders: Acumatica and Salesforce

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Create and Post Month-End Deferral Entries in NAV 2016

Learn how to create and post month-end deferral entries in NAV 2016.

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Plug & Play: Power BI and Jet Enterprise in Dynamics NAV 2016

Power BI and Jet Enterprise are easy to use in NAV 2016 because they really understand NAV. See for yourself in this blog post!

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Regional Utility Provider Creates Long-Term Sustainability with Dynamics NAV 2015

Read the story of how Aquatera upgraded to NAV 2015, with a full training program and a new outlook on how to plan for sustainability and manage growth.

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How to: Create Painless Permissions in NAV 2016

Take control of your permissions in NAV 2016. Read this thorough analysis of changes in permissions and application access in NAV 2016.

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The Value of Upgrading to NAV 2016

Gain a better understanding of NAV 2016 with our latest blog series! Catapult experts share how each feature adds value to you and your users.

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5 Best Practices to Manage a Successful NAV Upgrade

Watch this webinar for 5 best practices that will help guide your company on the right path and manage a successful NAV upgrade.

Article

Quick Dynamics CRM 2016 Review

Short review of the new features being released in Dynamics CRM 2016 from a consultant's perspective. Includes overview video and release preview guide!

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5 Ways To Help SMBs Successfully Adopt Business Intelligence (BI)

Most small to midsized businesses don't have a business intelligence strategy. Find out how to get started with BI and five ways to ensure success.

Article

How To: Go Offline with CRM for Outlook

Learn how you can quickly and easily go offline with CRM for Outlook and understand what you need to take into consideration before you do.

Article

Month End Maturity With Dynamics NAV – Where Do You Fit?

Identify where your business stands on the Month End Maturity Model with NAV to drive change and discover steps you can take to improve your processes.

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Leading Hotel Management Company Achieves Operational Excellence With Dynamics NAV

Read about how SilverBirch, a leading Canadian hotel & resort management company in Vancouver, is improving their customer experience with Dynamics NAV

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5 Dynamics NAV Tips for Productivity: 2015 Edition

Take your NAV productivity to the next level with these 5 Dynamics NAV tips that will improve reporting, navigation, and workflow.

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Tips for a Successful Navision Disaster Recovery Plan

Do you know where your NAV backups are? If not, consider revisiting your Navision disaster recovery plan.

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Upgrade to CRM 2015: To Upgrade or Re-Implement?

In approaching an upgrade to CRM 2015, when does it make sense to upgrade and when does it make sense to re-implement? We'll cover the options.

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How to: Identify and Remove CRM Duplicates in Outlook

Recently implemented server side sync and been confronted with CRM duplicates in Outlook? This post will help you identify and remove duplicate records.

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Manage CRM for Outlook Personal Options for Multiple Users

Are you a CRM administrator? Learn how you can centralize the management of CRM for Outlook personal options to protect your database.

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No Shortcuts? No Problem: Customize the Navigation Pane in NAV 2013 and Beyond

No shortcuts in NAV RTC? No problem! Quickly and easily access lists by following these steps to customize the navigation pane in NAV.

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No Shortcuts? No Problem: How to Customize the Ribbon in NAV

A step by step guide on how to Customize the Ribbon in NAV so you can quickly access your most important functions and reports.

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Your CRM 2015 Upgrade Planning Checklist

A checklist of what to consider before and after your Dynamics CRM 2015 upgrade.

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Making Dynamics NAV Reporting More Accessible with BI360

Dynamics NAV reporting is made easier for end users with the drag and drop, Excel-based Add-In from Solver called BI360.

Article

Troubleshooting: Dynamics CRM for Outlook Not Working?

Set regarding in outlook missing or not working? Struggling to make sense of generic error messages? Try these Outlook troubleshooting options.

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Are you taking advantage of Dynamics NAV and OneNote together?

If you haven't integrated Dynamics NAV and OneNote, read on to learn how to drop your reliance on the Comments and Notes functions in NAV.

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How to Use Dynamics CRM for SLA Performance Reporting

How meaningful is your current SLA performance reporting in CRM? Learn about more options available due to the availability of enhanced SLAs in CRM 2015.

Article

Catapult Provides Midsize Businesses with Cloud ERP Flexibility through Acumatica Partnership

Catapult is thrilled to announce its partnership with Acumatica to offer midsize customers an ERP built for the cloud from the ground up.

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Mastering the Month End Close Process with NAV: Fixed Assets and Inventory

Learn how to deal with Fixed Assets & Inventory at month end in Microsoft Dynamics NAV from Accountant and ERP Consultant, Ramin Marghi.

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5 Outlook Tips for Dynamics CRM Users

Our 5 top Outlook tips to help Dynamics CRM users feel (and be!) more productive.

Article

SilverBirch Hotels & Resorts Builds Platform for the Future with Dynamics NAV

Watch video testimonial from SilverBirch Hotels and Resorts about their experience implementing Microsoft Dynamics NAV with Catapult

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Mastering the Month End Close Process with NAV: Bank Reconciliation & Foreign Exchange

Learn how to deal with Bank Reconciliation and Foreign Exchange at month end in Microsoft Dynamics NAV from Accountant and ERP Consultant, Ramin Marghi.

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Mastering the Month End Close Process with NAV: Accounts Payable and Receivable

Learn how to deal with Accounts Payable and Receivable at month end in Microsoft Dynamics NAV from Accountant and ERP Consultant, Ramin Marghi.

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Mastering the Month End Close Process with NAV: The General Ledger

Learn how to deal with the General Ledger at month end in Microsoft Dynamics NAV from Accountant and ERP Consultant, Ramin Marghi.

Article

6 Steps to Mastering Dynamics CRM Duplicate Detection

Clean CRM data is like gold. Leveraging Dynamics CRM duplicate detection functionality, follow these 6 steps to developing healthy data maintenance habits.

Article

Not Quite Cutting It? Considering Alternatives to CRM Mail Merge Templates

Do your users call Dynamics CRM mail merge templates too "clicky" or not capable of handling complex templates? Consider these 2 alternatives.

Article

How to Set Up the Timer in CRM for Case Management

Learn how to set up the timer in CRM by adding it to a case form to help drive better customer service and improve client retention.

Article

Catapult Client, SilverBirch Hotels & Resorts, Featured as ERP Case Study by Microsoft

Read about SilverBirch Hotel and Resort's successful implementation of Dynamics NAV in this ERP case study from Microsoft.

Article

NAV 2015 New Features: Report Scheduler

In our exploration of NAV 2015 new features, this post walks through how to use the report scheduler - a feature that will save users considerable time.

Article

CRM SharePoint Integration 101: Customer Service Scenarios

Using 3 customer-facing scenarios, I’ll demonstrate at a high level the benefits of a CRM SharePoint integration.

Article

NAV Upgrade: To Upgrade, Re-implement, or Go Hybrid?

Which factors go into selecting a NAV upgrade path and which one makes the most sense for your organization? Read this post to find out.

Article

How Did You Ensure ERP Success? A Customer Q&A

This ERP success snapshot features Peter Valbonesi of BCTF, on how his organization defines success with its recent implementation of Serenic Navigator.

Article

Integrating CRM with SharePoint 101: Document Management

If you already run both solutions, integrating CRM with SharePoint has numerous benefits, starting with document management.

Article

NAV 2015: Empowering Clients with Jet Express for Word

NAV 2015 lets users create reports on their own using Jet Express for Word. This post is a comprehensive guide for creating and modifying new templates.

Article

Video: Preview Dynamics CRM 2015 Features

Watch this video to preview new Dynamics CRM 2015 features expected in December's update.

Article

Superhero or Super User? Meet Dynamics Man.

Article

Top 5 CRM Data Migration Traps

Failing to plan for these 5 CRM data migration traps will result in scope creep and blow your budget when it comes time to migrate data.

Article

Evaluating Approaches to Dynamics CRM Data Migration

A handy matrix for selecting between various Dynamics CRM data migration approaches.

Article

CRM 2015: Quick Feature Preview

Set to release in Q4 of this year, CRM 2015 will build on the great features and functions in CRM 2013. Here are the ones I'm looking most forward to.

Article

Case Study: Dynamics NAV Upgrade for an Engineering Services Firm

This case study outlines how Canyon Technical Services used their Dynamics NAV upgrade to accommodate growth and manage risk.

Article

NAV on Azure: Things to Consider

Thinking about moving NAV to the cloud? Here are some of our top insights from hosting NAV on Azure.

Article

NAV in the Cloud: Debunking 5 Top Cloud Myths

Demystifying a few of the more common cloud myths in order to help companies better assess their options for moving their Dynamics NAV systems to the cloud.

Article

Video: Legal Aid Organization Advances System Built on Dynamics CRM

In this video, LSS BC explains how they engaged Catapult to roll their large case management system built on Dynamics CRM out to a wider user base.

Article

5 Reasons to Push Along Your Dynamics NAV Upgrade

A Dynamics NAV upgrade isn't just something you have to do - it represents a huge opportunity to create value for your organization. Here are 5 ways to drive value in your upgrade.

Article

MSDynamicsWorld NAV Hangout Recap

Highlights from the June 5th NAV hangout at MSDynamicsWorld covering news, upgrades, cloud considerations, licensing, and NAV with CRM.

Article

Video: Distribution Leader Adapts CRM System to Meet Evolving Needs

Faced with changing needs, L.V. Lomas wanted to take proactive steps to bring their Dynamics CRM system and business requirements into alignment.

Article

Getting CASL-Ready: Setting Up Double Opt-In with CRM and ClickDimensions

How to use Dynamics CRM and ClickDimensions to set up a double opt-in mechanism to prepare subscription lists for Canada's Anti-Spam Legislation (CASL).

Article

Upgrading NAV: Stay On-Premise or Move to the Cloud?

With more deployment options than ever, upgrading NAV represents a great opportunity to re-evaluate your solution’s underlying infrastructure.

Article

Managing a Cross-Entity Business Process Flow in CRM 2013

This article walks through best practices for building a cross-entity business process flow in Dynamics CRM 2013.

Article

Dynamics CRM 2013 Update Rollup 2 Released!

After a few delays, Microsoft Dynamics CRM 2013 Update Rollup 2 has been made available for download and includes a number of significant updates to be aware of.

Article

Dynamics CRM 2013 Features: Top 5 Time-Saving Tips

Some Dynamics CRM 2013 features are simple, yet they pack a punch in terms of improving the user experience. Here are my top 5 time-saving tips.

Article

How to Automate a Dynamics NAV Azure Migration

This post outlines the steps to automate a Dynamics NAV Azure Migration - moving a Virtual Machine (VM) to Azure using PowerShell script.

Article

Microsoft Azure: Benefits of Moving Dynamics NAV to Microsoft’s Cloud

Benefits of moving Dynamics NAV to Microsoft Azure include stable infrastructure, a pay as you go subscription model, and simplified server deployment.

Article

Why You Still Need a Steering Committee After Go-Live

Long after Go-Live, a steering committee will help ensure accountability for your system in the form of executive participation and sponsorship.

Article

Running the CRM 2013 Code Validation Tool: A How-To Guide

This article contains the necessary steps to install and run Microsoft's CRM 2013 Code Validation Tool in preparation for an upgrade.

Article

Dynamics CRM 2013 Rollup 1 Released

Details and download information for Rollup 1 for Microsoft Dynamics CRM.

Article

Putting CRM 2013’s Business Process Flows to Work

Using Business Process Flows in CRM 2013, organizations can help drive structure by enforcing standards and consistency.

Article

Short-staffed on your ERP Implementation? Don’t Skip the Project Manager

There are many reasons why you need an internal project manager on your ERP project in order to increase the likelihood of project success.

Article

Dynamics CRM 2013: A Readiness Checklist

Whether you’re a prospective Dynamics CRM 2013 user or using version 3.0, 4.0 or 2011, this guide will give a glimpse into your path to CRM 2013.

Article

Dynamics CRM 2013: 5 Areas of Change and Why They Matter

Explore our top 5 changes in Dynamics CRM 2013, touching on usability, process agility, mobility, real-time workflows, and changes to the email router.

Article

Virtuosity in ERP: Taking Cues from Crossfit and Malcolm Gladwell

Mastering the fundamentals is the key to success whether you're talking about Crossfit, gymnastics, or ERP.

Article

Mainstream Support for Dynamics CRM 4.0 Has Ended…Should You Be Upgrading?

As of April 2013, mainstream support for Dynamics CRM 4.0 has moved to extended support mode. As a CRM 4.0 user, here's what this means for your business.

Article

Making Mid-Market ERP More Affordable

Mid-Market ERP is made more affordable and accessible over the long-term through bundling both deployment and a robust support framework.

Article

Microsoft WPC 2013: Day 1 Round-up

Exciting developments from Day 1 at Microsoft WPC 2013 in Houston, Texas!

Article

3 Tips for Building Your Next Newsletter Using a WYSIWYG HTML Editor

Intimidated by code? A WYSIWYG HTML editor makes it easy to send your next newsletter.

Article

Non Profit Financial Reports: Customizing the Board Member Experience

Providing board members with customized access to non profit financial reports empowers them to make decisions based on their own background and knowledge level.

Article

How to Use NAV to Perform PST Self Assessment

In this post, we’ll look at how to perform PST self assessment for businesses in BC using built in features in Microsoft Dynamics NAV.

Article

Beyond Waterfall: A New Take on ERP Deployment

How can a revised ERP deployment model that spans the life of your solution reduce your chances of ERP project failure?

Article

Losing Sight of the Shore: Moving Forward with ERP and CRM

How can a proactive support framework help you get the most out of your ERP and CRM?

Article

Take Dynamics CRM for a “TestDrive” with Microsoft’s New Feature

Experience Microsoft Dynamics CRM 2011 through the eyes of different roles and responsibilities in your organization using the new TestDrive feature.

Article

Keep it Simple to Increase CRM Adoption and Improve Data Quality

Are you on the lookout for ways to drive CRM adoption at your organization? The answers might be simpler than you think!

Article

3 Keys to ERP and CRM Success After Go-Live

Succeeding with ERP and CRM is about more than just software. Is your organization following these 3 keys to post go-live success?

Article

Why Dynamics NAV Has the Largest Slice of the Microsoft Dynamics Pie

Over 94,000 companies have chosen Microsoft Dynamics NAV as their ERP software, making it the most popular Dynamics product. Here are 3 reasons why.

Article

6 Ways Mobile CRM Can Help Your Business

Learn how mobile CRM can help increase sales, shorten sales cycles, accelerate cash flow, and increase productivity.

Article

How to Simplify the Non Profit Budget Process

Is your non profit budget giving you a headache? The right accounting software will help you track revenues and expenses more efficiently.

Article

Part Two: Configuring Microsoft Dynamics NAV for PST

A basic step-by-step guide to configure Dynamics NAV for PST in British Columbia.

Article

NPO Deep Dive Part Four: Good to Great in a Culture of Poverty

Over my 19 year career, I've worked with many non-profits: some good, some great. Here are 5 shared characteristics of great organizations that push them to the top.

Article

The Importance of Assumptions in Effective ERP Project Management

If the famous saying has taught us anything, we know the importance of communicating assumptions to avoid error. This is especially true in ERP project management.

Article

Rolling Up Custom Entities in Dynamics CRM 2011 and CRM Online

A quick how-to guide for creating a custom entity modeled on the Accounts entity to view customer data using Dynamics CRM 2011 and CRM Online.

Article

NPO Deep Dive Part Three: 3 Ways to Manage Overheads

Who among us wouldn’t like the majority of our donated dollars to go directly to “the cause?” Here are 3 ways NPO's can manage overheads.

Article

Lean Techniques for Defining CRM Goals

Pinpoint your CRM goals using Lean thinking principles aimed at maximizing customer value and minimizing waste.

Article

Need to Update NAV for the PST Transition in BC?

Learn to configure Dynamics NAV for the PST transition in British Columbia. Learn to add new tax jurisdictions, date cut-offs, and perform a PST self-assessment.

Article

Non-Profit Budgeting as an Act of Imagination and Of Commitment

Seeing the non-profit budgeting process as both an act of imagination and commitment helps organizations to craft an effective and realistic outcome.

Article

CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

Article

Non-Profit Deep Dive Part One: Choosing the Right Performance Metrics

Article

Deep Dive Series: Strategic Financial Management for Non-profit Organizations

Article

In the Field with Microsoft Dynamics ERP RapidStart Services – First Impressions

By using RapidStart, you can drive down the number of days it takes to deploy Dynamics NAV and make it easier to engage the right people in the process.

Article

Passed Grade 8 Science? Then You Can Learn to Use Analytics

Have you ever wondered if you took the time to learn to use analytics, how it could help improve your business?

Article

Catapult Celebrates our Clients and Partners

Article

Microsoft Dynamics CRM Update

Article

What to expect now you’ve signed the Statement of Work

So you’re embarking on an ERP or CRM project, you’ve signed the Statement of Work (SOW) and everyone’s eager to get started. Congrats! Now what?

Article

Using Microsoft’s Customer Source for your Dynamics Solution

Article

Touch the Hearts of the People You Serve

Article

Get Rid of the Monster in the Closet – How to Work With Your Team to Define Project Scope

The first step to bring any project back on track and clearly define project scope is simple: face the monster.

Article

The Key to ERP & CRM Peace of Mind

Article

ERP Upgrades – Why They’re as Necessary as a Trip to the Dentist

Just like a trip to the dentist, ERP upgrades can hurt and cost you money...here's why they're worth it.

Article

Resisting the Urge to Do Work: Exploration Versus Exploitation Activities in Software Development

Article

Forrester Research Review Says Microsoft Dynamics CRM “Shines”

Article

One of the Most Useful Tools in a Project Manager’s Toolkit

Article

Catapult’s NAV 2013 Proof of Concept Hits the Big Stage at the Microsoft Worldwide Partner Conference

Article

Catapult Earns Serenic “Certified for Microsoft Dynamics” Reseller Status

Article

How to Properly Plan Time and Resources at the Start of an ERP Implementation

Article

If You Love Your Clients (and People), Set Them Free

Article

New Features of Microsoft Dynamics NAV 2013 That Can Boost Your Productivity

A few weeks ago I posted on what I believed were going to be the most exciting new features of the then soon to be released NAV 2013.

Article

The Importance of Setting Guiding Principles at the Start of an ERP Project

Article

Teach a Man (or Woman) to Excel – the Importance of Microsoft Excel Skills in ERP

Article

How Selecting Your Date for Prom Highlights the Flaw of the RFP Process

Article

Microsoft Dynamics NAV 2013 Beta Available for Download!

Article

Spring has sprung. Catapulting into Summer!

Article

Catapult ERP Partners with Serenic Software!

Article

Microsoft Dynamics NAV 2013 Preview

Article

Directions EMEA 2012 Recap

The days of “this is an IT project” are over. ERP needs to be considered in the overall strategic thinking of the company; it can’t be an afterthought.

Article

Risks & Rewards of Rapid ERP and CRM Implementation

Article

Catapult’s Microsoft NAV 7 SharePoint Client Demo Debuts at Directions EMEA

Article

Microsoft Dynamics NAV 2013 Preview From Directions EMEA

Article

Microsoft Dynamics Convergence 2012 Recap

Article

Catapult ERP Launches!

Article

Catch the Wave – Sitka Surfboards Is Riding it with Microsoft Dynamics NAV

How Sitka Surfboards in Victoria, BC set up a NAV system that streamlines their operation, enables access to real-time data across the entire supply chain, and extends the footprint of the back end ERP system

Case Studies

Case Study

Enhancing The BCDA Member Experience With A Dynamics 365 Branded Portal Integration

Learn how we helped the BCDA enhance their membership experience by integrating a Dynamics 365 Portal into their existing CRM solution.

Case Study

Alpine Embark Upon a Transformational Journey to Dynamics 365

Catapult partnered with Alpine Services to transition their business processes to the cloud with Dynamics 365 CRM for Customer Service.

Case Study

Back in Motion Upgrade Their on-Premises CRM Solution Using Microsoft Power Apps

Learn how we upgraded an on-premises CRM solution into a cloud-based experience using Microsoft Power Apps

Case Study

Carbon Engineering Tackling Climate Change with Dynamics 365 Business Central

Carbon Engineering partnered with Catapult to implement Microsoft Dynamics 365 Business Central, an ERP solution with powerful capabilities.

Case Study

Township of Langley digitally transforms community service with Dynamics 365

With so many different services to provide to citizens, The Township of Langley (ToL) recognizes that a key aspect of their future state involved creating a consistent and satisfying experience for anyone who interacted with them. Their eGovernment strategy led them to invest in Dynamics 365.

Case Study

Abundance Canada spread generosity with Dynamics 365

Case Study

RPC New Brunswick upgrades to Dynamics 365 Business Central

Case Study

GSL Group upgrade from Dynamics GP to Dynamics 365 Business Central

Case Study

Tricor Pacific Capital upgrade to Dynamics 365 Business Central

Case Study

Hydrofarm partner with Catapult to help them acquire and grow three companies

Ebooks

Ebook

Transforming Your Business with CRM

Our recent eBook provides SMBs with a Success Framework they can use to get the most out of their CRM adoption now, and into the future.

Ebook

Deliver Amazing Customer Experiences – Three Examples of Dynamics 365 Portals

Ebook

Upgrading From Microsoft Dynamics NAV to Dynamics 365 Business Central

Our eBook walks businesses through the benefits of upgrading to Business Central and what to expect when making the switch from Dynamics NAV

Ebook

From Dynamics GP to Dynamics 365

Learn why Dynamics GP customers are making the switch to Business Central, the advantages of making the move, and what businesses can expect along the way.

Ebook

Mastering Month-End Closing with Dynamics NAV

Ebook

How to Future-Proof Dynamics NAV – The Complete Guide to Keeping NAV Upgraded and Up-to-Date

Ebook

Checklist: SQL Server Maintenance to Drive Performance

Ebook

Planning for Business Continuity in Microsoft Dynamics NAV: Cloud Backup & Disaster Recovery Strategies

Webinars

Webinar

Dynamics 365 for eCommerce

Learn how combining the power of Dynamics 365 Business Central and Dynamicweb can provide your business with the scalable eCommerce solution.

Webinar

Boosting Performance With Dynamics 365 Sales Integrations

Learn how D365 Sales can seamlessly connect sales and financial records within a single platform with insights from our recent live Demo of the platform in action.

Webinar

Unearth New Business Insights with Power BI

Microsoft Power BI is a data visualization tool that provides a greater depth of insight into your Dynamics 365 data. Watch our webinar to find out more.

Webinar

Great Plains to Dynamics 365 for Nonprofits

Watch our recent webinar to learn everything a non-profit considering moving from Dynamics GP to Dynamics Business Central needs to know.

Webinar

The Power Platform Explained

Watch our webinar exploring the Microsoft Power Platform and how these low code tools seamlessly integrate with your Dynamics 365 solution

Our proven Success Framework minimizes risk and promotes alignment to results

Explore how Catapult has helped hundreds of businesses successfully adopt cloud solutions and achieve the result they’re looking for.

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Achieve out of this world results

Our easy-to-navigate Success Framework guides our customers through four critical stages that build towards successful adoption of a tailor made Dynamics 365 business solution

LEARN ABOUT OUR SUCCESS FRAMEWORK

Catapult Leadership

Get real with your stakeholders, and engage partners in frank, open conversations about the real priorities and creative strategies for achieving the most valued outcomes.
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Our proven Success Framework minimizes risk and promotes alignment to results

Explore how Catapult has helped hundreds of businesses successfully adopt cloud solutions and achieve the result they’re looking for.

Learn
Load
Launch
Level Up

Achieve out of this world results

Our easy-to-navigate Success Framework guides our customers through four critical stages that build towards successful adoption of a tailor made Dynamics 365 business solution

LEARN ABOUT OUR SUCCESS FRAMEWORK