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AVF Consulting                

OCTOBER 2008


President's Letter  
Tips & Tricks  
SQL Server 


AVF's User Group Meeting for Microsoft Dynamics NAV

AVF will hold a user group meeting for all NAV users on October 22nd from 9:00am-12:00pm.  All AVF customers are invited to attend to review the hot topic for this meeting:  Year-end procedures within Microsoft Dynamics NAV.  The User Group Meeting will take place at our offices in Towson, Maryland. 

Agenda:

  •  W2's
  • 1099s
  • Payroll procedures
  • Year-end adjustments
  • Tax table updates.
  • Closing income statements

The event is free for CCP members and $125 per person for non-CCP customers. Lunch will be provided. We hope our customers will take advantage of this opportunity to get the most out of the Microsoft Dynamics NAV purchase.

Click here to register!

If you have any questions, please contact Lori Ricard at 443-279-1030 or lricard@avfconsutling.com.

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Opening a NAV Report in Excel

We often get requests from customers wishing to run a report in NAV and open it using Excel. Saving the report in HTML makes this possible.

Opening a NAV Report with Excel (using "Save As HTML")

NOTE:  You must use Excel 2007 in order for this to work.

1.       Run the report and select Preview

2.       When the report has completely generated, press File and select "Save As HTML"

Microsoft Dynamics NAV File Menu

3.       Save the HTML file to your Desktop

4.       Go to your Desktop and double click on the HTML file

5.       Highlight the URL of the HTML file, press Ctrl+C to place the location of the file in your copy buffer

6.       Open Excel 2007

7.       Select the "Data" tab

8.       Press the "From Web" button

9.       Press Ctrl+V in the Address field (this will copy the path to the HTML file).   Press the Go button to view the HTML file.  Depending on the size of the report, it may take a few minutes before you can continue.

10.   Once the HTML page has loaded, you can select the table sections to be imported into Excel.  Press the Yellow Box with Arrow for EACH section to be imported into Excel.  Once you press the Yellow Box, it will highlight the table section.  NOTE:  If the report spans multiple pages, you will need to go to each page and select the table sections.

11.   Once you have selected all the table sections, press the Import button to move the data into Excel.

12.   Excel will open the Import Data window, with a default cell location of A1.  Press OK to accept.

13.   All the table sections selected above will now appear in Excel.

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When is the right time to upgrade to Microsoft SQL Server?

Many of our clients originally deployed Microsoft Dynamics NAV on the standard NAV Database. As your organization has grown in size and complexity, we recommend you consider ugrading your database to Microsoft SQL Server.  SQL Server comes in two different formats, Standard and Enterprise.   Enterprise edition is designed to allow larger organizations to run their server in a clustered environment.

How do I decide if it's time for my organization to upgrade to SQL server?  If you answer yes to any of the questions below, you may want to consider upgrading to SQL.

  • We want to automate the process of backing up our database because Hot Copy and other methods of backing up NAV have become tedious and time consuming.
  • We want to reduce downtime in the event that we need to restore our NAV database.
  • We plan to upgrade to a new version of Microsoft Dynamics NAV.
  • We currently run SQL server operations.
  • We have experienced much growth and feel it is time to investigate the benefits of SQL Server.
  • We want to move to a cluster server environment.

What are the benefits of SQL Server?

  • Utilize the latest, industry-leading technology from Microsoft to gain greater insight from business data.
  • Improve operational efficiency with easier integration to third-party products and applications and other Microsoft products.
  • Automated backup functionality enables hourly backup of transactions.
  • Reduce downtime when restoring the database, performing maintenance and creating backups.
  • Empower your employees and IT department with comprehensive and reliable data management.
  • Automate maintenance tasks keep the data clean and accurate.
  • Automate maintenance procedures such as error checking. 
  • Enable E-mail notification of maintenance errors.

I'd like to consider moving to SQL.  How do I get started?

Contact AVF's IT team to set up a meeting to discuss your specific situation.  If you don't have a dedicated IT department inhouse, our IT staff is available to setup and maintain your SQL server. Typically, an upgrade to SQL Standard requires one to two days of services for the initial set up and one day of services each month for server maintenance.  If you have an internal IT staff, our team can work with them on set up, training and maintenance as well.

For a FREE site survey or to learn more about SQL Server contact AVF's IT team at 410-296-5100 or itsupport@avfconsulting.com  to schedule a consultation today.

Click here for more about SQL Server...

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