Insight News       

A monthly newsletter from                
Microsoft Gold Certified Partner                
AVF Consulting                

December 2008 


President's Letter  
CCP Renewal 
Tips and Tricks
News and Events

AVF Holiday Closures

AVF Consulting will be closed December 25th and 26th, 2008 for the Holiday Season. In addition, offices will be closed on January 1st, 2009 for New Year's Day. On these days, all AVF employees will be out of the office and there will be no customer service representatives available to respond to your AVF Helpdesk requests.

If you would like to have access to AVF customer support for after-hours emergency support on occasions such as this, you must sign up in advance for access to the After-Hours call in service. Signing up is free! Click here for the registration document.

You are only billed when you use the service or request Emergency After-Hours work.  Rates for this service are higher than AVF's standard hourly rates.  Let us know if you are interested or if you have any questions by contacting Lori Ricard at lricard@avfconsulting.com or 443-279-1030.


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CCP Renewal Reminder 

Be on the lookout for CCP renewal documentation if your CCP is about to expire. Staying current with CCP is important to continue to maintain complete access to all the training and support services AVF Consulting offers. When your agreement is close to expiring, we will notify you by email and provide you with the appropriate documentation for renewing.

Customers must renew their CCP agreement each year to remain with the program. To renew CCP, complete the required documentation and send them back with full payment before your agreement expires.

Also, be sure to check your spam filter settings to ensure our emails are reaching you. On occasion, our emails have been unable to make it to their intended recipients because of spam filter settings.

If you have any questions about your CCP status, please contact Lori Ricard at lricard@avfconsulting.com.

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Helpdesk and Year End Procedure Reminder 

We wanted to take the time to remind customers to be proactive with W-2 or 1099 amount tie-out and confirmation. Many customers are going through this process at the same time, so to ensure we can help you through the process and make it as painless as possible, we recommend beginning the process as soon as possible.

We also want to stress the importance of using the Helpdesk to submit you support issues. Using the Helpdesk will ensure your concerns are addressed as soon as possible by one of our Customer Care representatives. This is especially true during the holiday season, when representatives have adjusted schedules and vacation.

Click Here to Access the Helpdesk


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Linking Documents, Folders, or Websites to Records in Microsoft Dynamics NAV

Microsoft Dynamics NAV allows users to use URLs to link contact cards to relevant information that is found outside the program. (5.0 or later)

You can make links to:

  • Documents
  • Folders
  • Web sites
  • Other records in Microsoft Dynamics NAV

Common Uses of the Linking Feature:

Digital Invoice Storage
When you receive a printed invoice from vendors, you can scan and store them digitally as a .pdf files on a Sharepoint site.  Using URLs, you can link purchase invoices in Microsoft Dynamics NAV to a digital copy of the original vendor invoice.

Easy Access to Items in an Online Vendor Catalog
Using URLs in Microsoft Dynamics NAV also enables you to link an item card to the corresponding page on your vendor's online catalog.

You can make a link from an item card to the corresponding page in your vendor's online catalog. Links any external document or Microsoft Sharepoint repository to any Microsoft Dynamics NAV entity.

Record Links Feature
Record Links is a feature that enables the user to make a link between Microsoft Dynamics NAV entities and external documents, websites, document libraries. Record links a new icon as well as a selection in the Edit menu on the menu bar links all entities to a URL.

The functionality is available from all forms. Using Edit > Links, URLs can be created that link external entries to any form. This allows the user to get quick and easy access to relevant documents, websites or libraries.

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AVF Consulting Named A Technology Pacesetter for 2008

AVF Consulting is pleased  to announce that we have been selected as a Technology Pacesetter for 2008 by Accounting Technology Magazine.

The magazine gives this annual award to 100 organizations that market financial midmarket applications.

"Pacesetters are selected for a wide range of criteria, such as substantial growth, their  leaderships' influence and involvement in the accounting software community, and recognition from the companies whose software they market," said Robert Scott, editor of Accounting Technology. "All of these factors help us recognize quality businesses, regardless of size."

Most companies in the accounting software channel market a wide range of technology software and services. However, financial software remains the focus of their operations.

The names of all 100 organizations were published in the December 2008 issue of Accounting Technology and can be accessed at the Accounting Technology website. Thumbnail sketches of the 100 winners are being made available on the Web site only. The complete list can be accessed here.

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Serenic Explorations (Nonprofit and School District Customers)

Sunday May 3rd to Wednesday May 6th, 2009

Serenic Explorations is an a annual User Conference for Serenic Navigator users. The event provides Serenic Users the chance to learn about new products, network with other users and Serenic Employees. Explorations is an excellent opportunity for Nonprofit and school district customers to stay up to date on current events and best practices related to their Serenic Navigator software.

This year, Serenic Explorations will focus on training and networking. Just like last year, the conference will continue offering four tracks for clients and one partner track.  New to the event this year will be a reporting track and the overall focus on training in all tracks:

Basic: Core training for new users
Advanced / Technical: More in-depth training for experienced and technical users
Reporting: Learn the best way to convert your data into reports
Computer Lab: Practice what you've leaned with product experts by your side
Partner: Training and networking for Serenic Partners only

Explorations '09 provides the perfect gateway to explore in-depth strategies, hands-on practicality, and sharing resources.

For more information visit Serenic's Website


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Microsoft Convergence 2009

Microsoft's Convergence 2009 is the premier event for Microsoft Dynamics users. Convergence brings customers, partners, and industry experts together to discuss solutions and business needs, while providing attendees with a community of resources that can be leveraged throughout the year. We recommend Convergence 2009 for all customers, who are looking to increase their knowledge and stay current with the information regarding their Microsoft Dynamics NAV software.

Convergence 2009 takes place on March 10-13th in New Orleans.

Event Details:

March 10 - 13, 2009
Ernest N. Morial Convention Center
900 Convention Center Blvd.
New Orleans, LA 70130 USA

Early Price = $1195 - Before 11:59pm PST January 14)
Regular Price = $1495
Group Discount = $100 off 3rd and more
Day Pass = $750
Expo Pass = $150
Guest Pass = $300

 

For more information, including a preliminary agenda and registration fees, please visit Microsoft's Convergence page.


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Top Three Strategies for Streamlining Nonprofit Financial Operations

On December 9th, AVF, Microsoft and Serenic hosted a lunch event for prospects to discuss the top three strategies for streamlining nonprofit financial operations. The Event was hosted at Morton's Steakhouse in DC and featured speakers from the Human Rights Campaign, Carnegie Institution of Washington, Microsoft and AVF.

An article about the event was written for the Association Bisnow Newsletter. Click here to view the article.


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