Only your contact information and version of NAV are required. Please fill out as much of this questionnaire as possible so we provide you with a Premium Support option that best fit your needs.

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Current Dynamics product:*

Additional info that can speed up the process (not required)

Please select any NAV add-ons that you know your system uses: (check all that apply)

Lanham EDILanham eSHIPChargeLogicLS RetailJet ReportsPower BITasklet Factory Mobile WMSAvalaraPepperi


Is NAV/BC used for back end management? YesNo

Industry and Location

Items and Warehouse

Are your goods taxable? YesNo

Do you use a sales tax management software in your current POS? YesNo

Is your product serialized or lot # specific? SerializedLot Number

Do you sell perishable goods? YesNo

Do you deal in hazardous material? YesNo

Do you sell assembly items? YesNo

Do you create orders and ship from a warehouse? YesNo

Do your items have variants and hierarchies? YesNo

Are your items labeled? YesNo
Do you use discounts and offers? YesNo


Do you take physical inventory at the stores? YesNo


Does your staff rotate into and out of different locations? YesNo
Does your staff use a time clock? YesNo
Do stores create scheduling for staff per store? YesNo


Does this meet all of your reporting needs? YesNo


Do you have an eCommerce presence? YesNo

Is it integrated into NAV? YesNo


Do you have an IT department or use a 3rd party? YesNo

Are your servers in the cloud or physically in a data center? CloudOn-PremNot Sure

Are your servers self-managed at your location? YesNo


Do you maintain your own network or do you outsource? MaintainedOutsourced


Interested in learning more about: (check all that apply)

Upgrading to a newer version of NAVOffice 365Dynamics 365Reporting toolsSales tax management toolsWarehouse management toolsMobile solutionsCredit Card payment solutionsEcommerce integrationMore user licensesNetwork security solutionsHardware discounts