The CPA Desk

A Thought Leader Production by PKFTexas

Category Archives: Microsoft Dynamics NAV

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An Emotional Day

So, what is hope? What does hope mean to you and your family? Close your eyes and think about that in your life, your family. Right now, what does hope mean to you.  Now think about the people and families of New Orleans who were impacted by Hurricane Katrina….. Yes, that was almost 8 years… Continue Reading

Zeta Docs in Microsoft Dynamics NAV 2013 Creates Efficiency

Russ: This is PKF Texas, The Entrepreneur’s Playbook. I’m Russ Capper, sitting in once again for Greg Price, the Director of Consulting Solutions at PKF Texas, because Greg is my guest today. Greg welcome back to the Playbook. Greg: Russ it’s great to be back. Russ: Well you’ve been updating us recently on upgrades and… Continue Reading

How to Prepare for Microsoft Convergence

Our friends at Partner Power International wrote a blog with a great video featuring PPI Vice President Henning Lund talking about how to prepare for Microsoft Convergence this year in New Orleans. He offers three key pieces of advice: Get a LinkedIn or Twitter account Bring comfortable shoes Wear a rogue hat For companies doing international… Continue Reading

Directions 2012: ISV Impact – Kyle Collins Guest Blog

Below is a guest blog from Kyle Collins, the Business Development member of our Consulting Solutions team. He offers up his observations from the Microsoft Directions conference we attended last month. Directions 2012 is the ERPalooza for the Microsoft Dynamics NAV world.  It’s a time for Microsoft partners and independent software vendors (ISVs) to rally… Continue Reading

PKF Texas: The Entrepreneur’s Playbook® – Greg Price

Russ: This is PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, sitting in, once again, for Greg Price, who normally sits in this chair. Greg, the Director of Consulting Solutions at PKF Texas. And once again, I’m following up with him as being the guest. Greg, welcome back to your Playbook. Greg: Well, Russ, thank you… Continue Reading

PKF Texas: The Entrepreneur’s Playbook® – Greg Price

Russ: This is PKF Texas Entrepreneurs’ Playbook. I’m Russ Capper actually sitting in for the normal host of the Playbook, that’s Greg Price, director of consulting solutions at PKF Texas because Greg is today’s guest. Greg, welcome to the Entrepreneurs’ Playbook. Greg: Well, thank you Russ. It’s great to be here. Russ: Okay. Well, I… Continue Reading

PKF Texas: The Entrepreneur’s Playbook® – John Kleb

Greg: This is PKF Texas, the Entrepreneur’s Playbook. I’m Greg Price, director of Consulting Solutions, and I’m here again with John Kleb, Director of Operations for Chicago-based Sikich Technology, LLP, and a member of the NAV-X Management Committee. John, welcome back to the Playbook. John: Thank you, Greg. It’s great to be here. Greg: John,… Continue Reading

New Jet Reports Products Released for Microsoft Dynamics NAV 2013

Doug Dillard, our Senior Consultant has some news for you: We’ve got some great news! Jet Reports’ entire line of reporting and business intelligence solutions (Jet Express, Jet Essentials and Jet Enterprise) are fully compatible with Microsoft Dynamics NAV 2013. As you know, PKF Texas does Jet Reports training for our clients. We are excited about… Continue Reading

PKF Texas: The Entrepreneur’s Playbook® – John Kleb

Greg: This is PKF Texas, the Entrepreneur’s Playbook. I’m Greg Price, Director of Consulting Solutions and I’m here again with John Klebb, Director of Operations for Chicago Based Sikich Technology, LLP and a member of the NAV-X Management Committee. John, welcome back to the Playbook. John: It’s great to be back, Greg. Greg: John, we’ve… Continue Reading

PKF Texas: The Entrepreneur’s Playbook® – Jeff Hall

Greg: This is PKF Texas, the Entrepreneur’s Playbook. I’m Greg Price, Director of Consulting Solutions, and I’m here again with Jeff Hall, a Dynamics partner account manager at Microsoft. Jeff, welcome back to the Playbook. Jeff: Thanks for having me, Greg. Greg: So, Dynamics NAV and manufacturing. What can you tell me about the products’… Continue Reading

PKF Texas Hosts Jet Reports Training

PKF Texas is excited to announce that the Consulting Solutions group will be hosting a 2-day Jet Reports Basic Training class. This class will be led by our very own team of Jet Reports Certified Professionals.  This training will take place Thursday, July 26th and Friday, July 27th in our Houston office training and learning center. … Continue Reading

PKF Texas: The Entrepreneur’s Playbook® – John Kleb

Note: Running weekly in FromGregsHead.com, PKF Texas – Entrepreneur’s Playbook® is a continuing series of tips brought to you by Greg Price. These run Sunday at noon during the BusinessMakers Radio Show on 92.1 FM. Greg: This is PKF Texas, the Entrepreneur’s Playbook. I’m Greg Price, Director of Consulting Solutions and I’m here again with John Kleb,… Continue Reading

Microsoft Dynamics NAV – When to Make the Move

Note: Running weekly in FromGregsHead.com, PKF Texas – Entrepreneur’s Playbook® is a continuing series of tips brought to you by Greg Price. These run Sunday evenings during the BusinessMakers Radio Show on KPRC 950AM. Greg: This is PKF Texas’ the Entrepreneurs’ Playbook. I’m Greg Price, Director of Consulting Solutions and I’m here again with Jeff… Continue Reading

NAV-X Software Integration for Distributors

Note: Running weekly in FromGregsHead.com, PKF Texas – Entrepreneur’s Playbook® is a continuing series of tips brought to you by Greg Price. These run Sunday evenings during the BusinessMakers Radio Show on KPRC 950AM.   Greg: This is PKF Texas, the Entrepreneurs’ Playbook. I’m Greg Price, Director of Consulting Solutions and I’m here with John… Continue Reading

Why would a Growing Company Use Microsoft Dynamics NAV?

Note: Running weekly in FromGregsHead.com, PKF Texas – Entrepreneur’s Playbook® is a continuing series of tips brought to you by Greg Price. These run Sunday evenings during the BusinessMakers Radio Show on KPRC 950AM.   Greg: This is PKF Texas, The Entrepreneur’s Playbook. I’m Greg Price, director of consulting solutions, and I’m here with Jeff… Continue Reading

Partner Power Conference Day Three

I met with our client Acteon this morning at breakfast and we discussed their long term vision and strategy for using Dynamics NAV and increasing its footprint around the world. I then helped facilitate a discussion between Acteon and its Application Vendor for its bolt on product which is based in the UK. Opening Session… Continue Reading

Partner Power Conference – Day Two

The second day of the Partner Power Conference is known as customer day and today’s information packed sessions were quite good. First the day started with PPI TV and Poul Kjaer doing his best impression of Sheppard Smith of Fox News.  Poul gave us an update on several aspects of Dynamics NAV, AX and the… Continue Reading

Convergence 2012 – Wednesday Highlights

Wednesday’s Highlights Doug Kennedy, Vice President, Microsoft Dynamics Partners, opened the final keynote presentation with a summary of our previous days’ events (including a recap of conference attendees’ volunteer efforts to give back to the local community), followed by an energetic performance by Dance Houston, and an advance welcome to next year’s event in New… Continue Reading