alliance 2017 - new to nav? top 10 things you need to know
TRANSCRIPT
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New to NAV? Top 10 Things You Need to Know
# A L L I A N C E 2 0 1 7
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INGA BAGRINCEVESENIOR APPLICATION CONSULTANTJOINED SPARKROCK IN SEPTEMBER 2016
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OBJECTIVES
For new users of Dynamics NAV to better understand some of the basic things you need to know
Address high-level areas ‘around the solution’, as well as ‘within the solution’
Provide an opportunity to ask any questions
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AGENDA
H I S T O R Y O F N A V T H E “ T O P 1 0 ” Q U E S T I O N S / D I S C U S S I O N
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Agenda - the “TOP 10”NAV Architecture
Sparkrock Foundation
Functionality – WebApps
NAV Tips
Role Centers
NAV Modules
NAV vs WebApps
Basic Navigation
Permissions
Resources
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The Long WayA BIT OF NAV HISTORY
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A 110 000
How many companies useMicrosoft Dynamics NAV
B 240 000C 47 000D 95 000
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Microsoft Dynamics® AX
Microsoft Dynamics® GP
Microsoft Dynamics® NAV
Microsoft Dynamics® SL
Microsoft Dynamics® CRM
0
20,000
40,000
60,000
80,000
100,000
120,000
20,00047,000
110,000
13,50040,000
NUMBER OF NAV CUSTOMERS WORLWIDE IN 2015
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9 ROLE CENTRES
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H i g h - l e v e l e n v i r o n m e n t
Data tier (SQL Server database) Databases Objects Users
Service tier (Microsoft Dynamics NAV Server) Autentifications Business logic and communication
Client tier Windows Client, WEB Client, Phone, Tablet
ARCHITECTURE
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MS Dynamics NAV ClientsW i n d o w s
W E B
P h o n e
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NAV Universal App Requirements
S U P P O RT E D O P E R AT I N G S Y S T E M SWindows 8.1Android 4.4.3+iOS 8.4 +
A D D I T I O N A L H A R D WA R EMinimum 1 GB RAM for Android and Windows.
A D D I T I O N A L I N F O R M AT I O N
Device diagonal screen size 4”Screen resolution 854 x 480
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MS Dynamics NAV functionality
M U LT I C O M PA N YUnlimited number of companiesRole centersUser permissions
M U LT I L A N G UA G EWorldwide solutionUser defined
M U LT I C U R R E N C YMultiple currencies through the system (AP, AR, Bank)Exchange rate trackingRealized gains and losses tracking
O N E D ATA B A S EWhole solution in one database
P U R C H A S E /S A L E S
H R & P A Y R O L L
B U D G E TM A N A G E M E N T
C A S H F L O W
G E N E R A L L E D G E R
C A S H M A N A G E M E N T
I N V E N T O R YA S S E T
M A N A G E M E N T
P R O J E C T T R A C K I N G
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I N C R E A S E P R O D U C T I V I T Y
R E D U C E E R R O R S
R E D U C E U P G R A D E C O S T
I M P R OV EA C C U R A C Y
SPARKROCK FOUNDATION
GENERAL LEDGER Chart of Account enhancements
In-Line dimensions Dimension Combinations & Verification
CASH MANAGEMENT Bank Reconciliation Import
Tax Receipt
ACCOUNT PAYABLE A/P Batch
Default G/L Account by Vendor
PROJECT TRACKING
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WebAppsBrowser-based application to provide non-core users,
role specific access to the ERP information
1.Intuitive & eLearningWeb standards for navigation
2.Web basedFully web based deploymentProfile and User management
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NAV vs WebAppsEND USERS
WebApps / Employee
BACK – OFFICE USERS
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BASIC NAVIGATIONNAV
H I G H U S A B I L I T Y & E F F I C I E N C Y
A C C E SS A N D U N D E R S TA N D YO U R D ATA
Flexible searching Drill down on calculated values Unlimited filtering Find related transactions through Navigate
features
Looks familiar (MS Office standards) Security – Permission Sets
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RESOURCESC U S T O M E R R E S O U R C E P O RTA L *
M I C R O S O F T C U S T O M E R S O U R C E
S PA R K R O C K C O N S U LTA N T S
S PA R K R O C K S U P P O RT
H O W D O I ? V I D E O S E R I E S O N YO U T U B E . C O M * *
M S D N ( M I C R O S O F T D E V E LO P E R N E T W O R K )
U S E R G R O U P S / F O R U M S e . g . M I B U S O
** https://www.youtube.com/playlist?list=PLNFJwdsRRdacJbReqNwd0aaQ1Ap1T2-iq
* https://clientportal.altusdynamics.com/_layouts/login.aspx
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Q U E S T I O N S&
A N S W E R S
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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .
WIN ME!One lucky survey will take home a
Ecobee Smart Wi-Fi Thermostat
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THANK YOU FOR LISTENING
@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O
M