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& Blogs
News & Blogs
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November 17, 2015
Saving filters using views
In this third short tutorial in the series (did you try the others yet?), Hector Parada shows you how to save filtered lists using views. So grab a coffee and learn a new NAV trick…
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November 12, 2015
Customer service in Microsoft Dynamics CRM 2016
The release of CRM 2016 is imminent and there are lots of blogs, tweets and even a few really cool videos doing the rounds, however I would like to put into context one element of what all of these channels are telling us.
November 3, 2015
Microsoft Dynamics NAV: quick entry
In this second short tutorial in the series (did you try the first yet?), Hector Parada shows you how to navigate more quickly and flexibly around Microsoft Dynamics NAV. So grab a coffee and learn a new NAV trick…
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October 29, 2015
Enhanced document capabilities in the 2016 release of CRM
The reality for many people working in a sales environment, especially where the products and services being sold are complex and highly sophisticated, is that there is always a requirement to have documentation. For example product specifications, proposals, diagrams, price lists etc. To be really effective these documents need to be available to different people anywhere and anytime.
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October 29, 2015
Theta relationship manager tours China with Waitakere Auckland Brass
Did you know that Chris Lines, a relationship manager at Theta, also leads a (now not so) secret double life as an E Flat Horn player in the Waitakere Auckland Brass Band? The band was recently invited by the Chinese Government to spend 10 days in China performing at the Shanghai Tourism Festival and representing Auckland City as part of 20 years of celebrations of a sister city relationship between Auckland City and the City of Ningbo. Here’s Chris’ account of the trip.
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October 13, 2015
Cortana Analytics Suite: first look
In 2011 Marc Andresson said “software is eating the world.” We’re now on the brink of a new and profound change. Half of all connected data is now stored in the cloud. Cloud is eating not just software but data too. Cortana Analytics is Microsoft’s response to that change. Last month Theta’s product technical architect Jim Taylor headed to Redmond, Microsoft’s HQ, to learn about the new Cortana Analytics Suite, and the opportunities it offers to connect, integrate and learn from data, to automate that process and do it at scale.
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October 6, 2015
NAVtip #3: Move from Header to Lines
If, like me, you are a fan of keyboard shortcuts to move around Microsoft Dynamics NAV quickly then you have probably asked yourself how you get quickly from header fields to the lines?
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September 29, 2015
NAVtip #2: Standard Journals
Today's timesaving #NAVtip is “Standard Journals”. Finance teams use G/L journals on a daily basis and I see them entering the same journal lines over and over again. Luckily there are a couple of functions that help us automate the use of the journals and save some time.
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September 29, 2015
Cloud capabilities showcased
Two recent Theta projects are featured in the Microsoft publication, Kiwi Companies in the Cloud.
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September 28, 2015
New partners in Africa and the US for Six Degrees Planning
We have signed our fourth and fifth partners for Six Degrees Planning, further extending the global partnership for our enterprise budgeting, planning and forecasting system.