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Microsoft Dynamics NAVdIntroducing NAV 2013
8th Annual BDO Connections Conference
Michael StranzDavid LessardAndrew HazenKevin Yeung
11 June 2013
8th Annual BDO Connections Conference
Thank you to our GOLD sponsors:
A dynamic world out there
And NAV will be there for you…
SalesFinance
��BusinessBusiness
data
��WarehousePurchase
And seeing it in a way that suits the
SalesFinancework
��Business
�� �� �Business
data
�� �� �� ��WarehousePurchase
B f l d fit bl ith RTCBe more successful and profitable with RTCThe RoleTailored client outperform the Classic client significantly in 83% of tasks (10 of 12). 83%83%
of tasks get done faster
Users were significantly more satisfied with the R l T il d li i 75% f k (9 f 12)75% RoleTailored client in 75% of tasks (9 of 12).75%
of tasks raised
ti f tisatisfaction
8th Annual BDO Connections Conference
6Thank you to our GOLD sponsors:
RTC t ti t d ti itRTC tactics to productivity
1. Make it easy to prioritize workl h f2. Visualize the performance
3. Speed up navigation4 Cut down on keystrokes4. Cut down on keystrokes5. Provide decision support6. Give cues on the business process6. Give cues on the business process
8th Annual BDO Connections Conference
7Thank you to our GOLD sponsors:
B fit f g i g t RTCBenefits of going to RTC• See work ahead, and prioritize what to attack
F ll f d th ff t f • Follow performance and the effects of recent actions
• Key “inboxes” make business processes visibleKey inboxes make business processes visible• Be aware of exceptions, and take action early • Don’t miss important messages• Jump quickly to the lists that you use over and over
8th Annual BDO Connections Conference
8Thank you to our GOLD sponsors:
B fit f g i g t RTCBenefits of going to RTC• See only the relevant fields and FastTabs
S d d t t fl• Speed up data-entry flows• Emphasize important fields for quick reference• Get task-specific business data and statistics• Get task-specific business data and statistics• Easy to take the right actions at the right time
8th Annual BDO Connections Conference
9Thank you to our GOLD sponsors:
8th Annual BDO Connections Conference
10Thank you to our GOLD sponsors:
The Choice Is Yours
8th Annual BDO Connections Conference
11Thank you to our GOLD sponsors:
Clients in Microsoft Dynamics NAV 2013Clients for your needs – The choice is yours
Windows Web SharePointClient
Web Client
SharePoint Client
Light or Occasional ERP ERP UserCore ERP User Users or Microsoft
SharePoint Users
Full Microsoft Dynamics NAV
application
Most Microsoft Dynamics NAV
application in a web browser
Microsoft Dynamics NAV Portal
framework for Microsoft SharePoint
Self Service Applications
and Collaboration
Richness, Vividness &
Anywhere access through multiple
devices with No client
Enhanced Business Productivity through
8th Annual BDO Connections Conference
12Thank you to our GOLD sponsors:
Richness, Vividness & User productivity
devices with No client installation
Microsoft SharePoint
Web Client in Microsoft Dynamics NAV 2013
Solution Usage
8th Annual BDO Connections Conference
13Thank you to our GOLD sponsors:
Microsoft Dynamics NAV for Microsoft SharePoint
SolutionIntegration into
Microsoft Themes & Branding
Microsoft Dynamics NAV Web Parts on Microsoft SharePoint
SharePoint Take advantage of the
business productivity benefits in Microsoft
Microsoft SharePoint Visualizations and Microsoft SharePoint
Microsoft Dynamics NAV Pages in Microsoft SharePoint Web Parts Connected to other parts
benefits in Microsoft SharePoint Microsoft SharePoint
Workflows Microsoft SharePoint
Visualizations and Stylesheets
Capitalize on Branding Investments
to other parts Microsoft Dynamics
NAV business logic on Microsoft SharePoint
Search through Business Connectivity Services
Microsoft SharePoint Workspace
Microsoft SharePoint Microsoft SharePoint authentication and scalability
8th Annual BDO Connections Conference
14Thank you to our GOLD sponsors:
NAV Administration Tool
8th Annual BDO Connections Conference
15Thank you to our GOLD sponsors:
NAV Development EnvironmentNAV Development Environment
8th Annual BDO Connections Conference
16Thank you to our GOLD sponsors:
Architecture Microsoft NAV 2013
64 bitSharePoint
Client
SharePoint Foundation
Mi f D i SQL SMicrosoft SQL Server® Web
Client
Microsoft Dynamics SQL Server
Microsoft
bit
Internet Information Services (IIS)
Microsoft Dynamics NAVAdministration Tool (Object
Designer)
64 b
Microsoft Dynamics NAV Server(s)Windows
Cli t
8th Annual BDO Connections Conference
17Thank you to our GOLD sponsors:
Microsoft Dynamics NAV Server(s) Client
Windows ClientWindows Client
8th Annual BDO Connections Conference
18Thank you to our GOLD sponsors:
Web Client Web Client
8th Annual BDO Connections Conference
19Thank you to our GOLD sponsors:
SharePoint ClientSharePoint Client
8th Annual BDO Connections Conference
20Thank you to our GOLD sponsors:
Wh t’ N f th A li ti UWhat’s New for the Application User
• Inventory Movements• Dedicated bins• Integration to
• Assembly• Planning Parameters• Item availability
• G/L Entry Table Locking redesign
• Dimension entry
• Charts• Time Sheets • Filtering • Integration to
Service orders• ADCS
• Item availability views
• Calculate & Carry out• Setup best practices
• Dimension entry storing
• Cash flow• Cost accounting
• Filtering enhancements
• Link sharing• Excel Integration• Ribbon• OneNote integrationg• Call-to options• Shortcut keys
8th Annual BDO Connections Conference
21Thank you to our GOLD sponsors:
N U TNew User Types
Concurrent User
Full Read
Full Write
Windows, Web or SharePoint
Concurrent User
Full Read
Limited Write
Full write to TimesheetsSharePoint
Any web services access Windows, Web or
SharePoint
Any web services access
8th Annual BDO Connections Conference
22Thank you to our GOLD sponsors:
Oth b fitOther benefits
1. 1. Posting is faster (up to 90%)
Reduced posting time in complex scenarios. Optimized for SQL Server
1. 2. Posting can be queuedg q
2. 3. Dimensions take up less space (using dimension sets)
8th Annual BDO Connections Conference
23Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Look and FeelLook and Feel• Customize is under Company Drop down• Chart Part can be a FactBox• Action Pane dropdowns etc. now have their own Ribbon• New FIND feature• Security now in User Setupy p• Dashboards graphs can be drilled into • Dashboard graphs are Account Schedules• Ribbons• Ribbons
8th Annual BDO Connections Conference
25Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
User Productivity ImprovementsUser Productivity Improvements• Select All <Ctrl><A>• Copy/Paste• Red and Bold Red highlights on important info• Integration with SKYPE (Sportmeyer)• Copy Linkpy• Quick Entry (skip fields on entry)• Ability to enter filtering formulas and save variables• Integration with One Note• Integration with One Note• Order Promise can do whole order (101022)
8th Annual BDO Connections Conference
26Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
ChartsCharts• Charts easier to maintain create – Show as Chart on any list• Filtering• Drilldown• Can use Account Schedules for graphing• Can use as FactBox (Customer)( )
8th Annual BDO Connections Conference
27Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Customer Order StatusCustomer Order Status
8th Annual BDO Connections Conference
28Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
User Productivity Improvements cont’dUser Productivity Improvements – cont’d• Posting Queues in SRR and PPP setup
- Remove experience of locking andscreen freezescreen freeze.
- Minimize unplanned cancellationsof postings.
- Minimize monitoring requirementsfor the posting progressfor the posting progress.
Also consider 64 bit, SQLimprovements, posting rewrite
d l i d f and less space required for dimensions to help speed
8th Annual BDO Connections Conference
29Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Cash Flow ForecastCash Flow ForecastAnalyze cash flow and take action quickly. Understand your current cash position, forecast short-term cash flow, and monitor cash receipts and disbursements. Create multiple cash flow forecasts for different time periods. Deliver role-appropriate cash flow information via Role Center screens.
8th Annual BDO Connections Conference
30Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Cost AccountingCost AccountingGain greater visibility and insight into how your business is performing by monitoring budgeted and actual operating costs, departments, products, and projects. Synchronize cost information with the general ledger and allocate costs to different cost centers and objects. Spot budget variances as soon as they occur and take appropriate actionoccur and take appropriate action.
8th Annual BDO Connections Conference
31Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Quick View of Item Status on Sales OrdersQuick View of Item Status on Sales Orders
8th Annual BDO Connections Conference
32Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Assembly ManagementAssembly Management
Assemble-to order and assemble-to-stock processes. Assembly Management integrates with the complete Microsoft Dynamics NAV supply chain suite, including Sales, Supply p y pp y , g , pp yPlanning, Warehousing, Inventory Management, and Item Tracking, to help streamline operations, reduce costs, and expedite order fulfillment.
- new replenishment system – Assembly - new replenishment system – Assembly - new planning policy – Assemble-to-Order or Assemble-to-stock- can add a Resource to Assembly BOM- have Assembly orders in warehousey- create direct from sales order for Assemble-to-Order
8th Annual BDO Connections Conference
34Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
BOM Structure BOM Structure
8th Annual BDO Connections Conference
35Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Combine Transfer orders
8th Annual BDO Connections Conference
36Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Streamline Warehouse OperationsStreamline Warehouse OperationsSpecifies that quantities in the bin are protected from being picked for other demands (generally for certain Work Centres)
8th Annual BDO Connections Conference
37Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Supply Planning EnhancementsSupply Planning EnhancementsHelp control planning suggestions and optimize supply according to inventory and ordering cost.
8th Annual BDO Connections Conference
38Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Streamline Warehouse OperationsStreamline Warehouse OperationsStrengthened integration between Manufacturing and Warehouse, Service and Assembly Management to improve inventory accuracy and reduce stocks
8th Annual BDO Connections Conference
39Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Streamline Warehouse Operations Service IntegrationStreamline Warehouse Operations – Service Integration
8th Annual BDO Connections Conference
40Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight DemoWarehouse Operations Source document changes Locations with Invt. Pick (Bin + Pick)
Source Docs for Inv.Pick: Source Docs for Inv. Movement:
• Released Sales Order
• Released Transfer Order
• Negative Quantity on Released
• Released Production Order/Comp. Lines [new]
• Released Asmb. Order/Asmb. O d Li (ATS & ATO) [ ]• Negative Quantity on Released
Purchase Order
• Released Return Purchase Order
Order Lines (ATS & ATO) [new]
• Released Sales Order with Asmb. Order (ATO) [new]
8th Annual BDO Connections Conference
41Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight DemoWarehouse Operations Source document changes Location with WMS (Directed Put-away & Pick)
Source Docs for Whse Shipment: Documents acting as Warehouse Source Document :
• Released Sales Order
• Released Transfer Order
• Negative Quantity on Released
• Released Warehouse Shipment
• Released Production Order/Comp. LinesNegative Quantity on Released
Purchase Order
• Released Return Purchase Order
• Released Sales Order with Asmb.
• Released Assembly Order/ Assembly Order Lines (ATS & ATO) [new].
Order (ATO) [new]
• Released To Ship Service Order [new]
[new]
8th Annual BDO Connections Conference
42Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Job and Service ManagementJob and Service ManagementEnhancements deliver greater insight into and control of work-in-process calculations and service processes by allowing you to see all supply and demand associated with items.
8th Annual BDO Connections Conference
43Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Warehouse ADCSWarehouse - ADCSADCS in NAV 2013 uses web services instead of NAS to speed up performance
8th Annual BDO Connections Conference
44Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Job and Service Management TimesheetsJob and Service Management - Timesheets
8th Annual BDO Connections Conference
45Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Reporting EnhancementsReporting EnhancementsNew reporting enhancements made possible by the tight integration of Microsoft Dynamics NAV 2013, Microsoft Excel spreadsheet software, and other Microsoft technologies to help boost productivity for more users and drive decision-making processes for better control
- Print any report to WORD/Excel/PDF- Accounts Schedules
S d f i ti g- Speed of printing- Power Pivot- Query- OdataOdata
8th Annual BDO Connections Conference
47Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Microsoft OneNote IntegrationMicrosoft OneNote Integration
Can use this flexible productivity tool on a role specific basis for tasks such as creating Help and Information messaging, and for sharing information, including photos, videos, and other and Information messaging, and for sharing information, including photos, videos, and other “unstructured” information, more efficiently.
8th Annual BDO Connections Conference
48Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
General Ledger Table Locking Architecture and Dimension PostingGeneral Ledger Table Locking Architecture and Dimension Postingand Storing Redesign
Speed up posting processes by enabling more users to post sales and purchase orders at the same time. Improve analytical capabilities with more robust capabilities for storing data dimensions.
- Posting are scheduled so you can go back to work (..90% faster)- Dimension require much less space (..85% less space)
8th Annual BDO Connections Conference
49Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVHighlight Demo
Microsoft Dynamics NAV ManagementMicrosoft Dynamics NAV Management
New Server Administration tool that snaps into Microsoft Management Console
8th Annual BDO Connections Conference
50Thank you to our GOLD sponsors:
Why Upgrade - Approach
8th Annual BDO Connections Conference
52Thank you to our GOLD sponsors:
Slide 52
How to prepare for Microsoft Dynamics NAV 2013
8th Annual BDO Connections Conference
53Thank you to our GOLD sponsors:
How to prepare for Microsoft Dynamics NAV 2013p p y
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54Thank you to our GOLD sponsors:
Additional Upgrade AdvantagesAdditional Upgrade Advantages1. Additional User Costs could be less2. More functionality at no extra cost3. Might receive more full user licenses in the upgrade
8th Annual BDO Connections Conference
55Thank you to our GOLD sponsors:
THANK YOU TO ALL OUR SPONSORSTHANK YOU TO ALL OUR SPONSORS
8th Annual BDO Connections Conference
56Thank you to our GOLD sponsors:
Questions
8th Annual BDO Connections Conference
57Thank you to our GOLD sponsors:
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