Koen Stox December 2016

What makes Microsoft Dynamics NAV an ERP System?

Common Database

Manufacturing

Sales & Marketing

Warehouse Management

Purchases

Financial Management

Human Resources

Bookkeeper

Sales Rep

Warehouse worker

HR manager

ERP System

Real Time

Transactions

ensure all

departments

are on board

Microsoft

Dynamics NAV

grows with the

business

Role Tailored Client shows right data for right person

Microsoft Dynamics NAV 2018

In Office 365 Experience

• Manage business interactions in Outlook

• Invoice from Microsoft Booking appointments

• Create a data connection

Embedded Power BI

Multiple Client Support

Module 2 - Overview

• Windows Client

• Web Client

• Phone Client

• Tablet Client

• Outlook Client

Windows Client

• RoleTailored

• Intuitive and versatile

Web Client

• View and edit NAV data over the internet

• Any web browser

• Interface similar to the NAV Windows client

Tablet and Phone Client

• Access data from a table or a phone

• Portability and flexibility

• Windows, iOS, Android

Outlook Client

• Synchronize contacts

• Manage business interactions in Outlook

• Invoice from Microsoft Booking appointments

Multiple Client Options

Muti-Company

• Supports Multiple Companies

• Supports consolidated Reporting

Application Areas

Overview

• Finance

• Sales & Marketing

• Purchasing

• Shipping and Receiving

• Warehouse Activities

• Service

• Project Management

• Human Resources

• Business Intelligence

Finance

• General ledger

• Accounts payable

• Accounts Receivable

• Fixed Assets

• Cost Accounting

• Budgets

• Dimensions

Sales & Marketing

• Customers

• Contacts

• Sales Quote

• Sales Order

• Sales invoice

• Sales Return order

Purchasing

• Vendors

• Contacts

• Purchase Quote

• Purchase Order

• Purchase Invoice

• Purchase Return Order

• Purchase Credit Memo

Shipping & Recieving

• Sales Order Receiving

• Purchase order Shipping

• Transfer Order Receiving

• Transfer shipments

Warehouse

• Multiple Warehouses

• Transfer Route

• Transfer Orders

• InTransit Inventory tracking

• Bin Level Tracking

• Item Lot No. Tracking

• Item Expiration Tracking

Service

• Service Items

• Service Contracts

• Contract Quotes

• Invoicing

Project Management

• Maintaine Projects

• Allocate Resources to Projects

• Scheduling Resources

• Budgeting according to projects

• Time sheets for billable and Non-Billable hours

Human Resources

• Store personal information.

• Track job openings within your organization.

• Extract a list of candidates for newly-opened positions.

• Keep track of employee benefits and company items such as keys, credit cards, cars, and computers.

• Record all types of absences in customizable units of measurement.

• Attach comments, alternative addresses, and relatives’ names to employees’ records.

• Keep payroll in-house instead of outsourcing it.

• Meet complex regulatory and compliance requirements.

• Generate reports.

• Remember employees' birthdays and important dates.

Business Intelligence

• Extensive List of Built in Reports in every module

• Embedded Power BI capabilities

• Interactive Dashboards for quick Graphical representation of data

• Role tailored Dashboards

User Interface

User Interface - Overview

• The Window Client and Web Client Interface.

• The Application Menu

• My Settings

• The Ribbon

• The Navigation pane.

• The List page.

• The Card page.

• Explore the Role Center.

The Windows Client and Web Client Interface

The Ribbon

Structure

• Tabs

• Groups

• Actions Tab

Action

Group

The Navigation Pane

Windows client Web client

Home menu

Additional menus

Departments menu

Pages

• Card • Worksheet

• List • Confirmation dialog

• Role Center • List plus

• Card part • Navigate page (wizard)

• List part • Standard dialog

• Document

Pages

List Page Windows Client

1

2

4 3

1. Ribbon

2. Filter pane

3. List

4. FactBox pane

Pages

List Page Web Client

1

2

3

1. Ribbon

2. Display & Search

3. List

4. FactBox pane

4

Pages

Card Page

1

2

4

3

1. Ribbon

2. Expanded FastTab

3. Collapsed FastTab

4. FactBox pane

The Role Center

• Central point for all information and actions.

• Role center parts:

• Activities

• Charts

• My Notifications

• Lists

• Online information

• My Job Queue

• Report Inbox

User Personalization

User Personalization - Overview

• Personalization and Configuration

• Customize the Ribbon

• Customize the Navigation Pane

• Customize This Page

• Customize a FactBox

• Customize a FastTab

• Customize a Chart

• Customize Parts on the Role Center Page

• Cues

• Change the Profile and Role Center

Personalization and Configuration

Personalization

Configuration

Susan

Sales Order Processor

Personalizing the Windows Client and the Web Client

• Windows client:

• Full personalization

• Personalize all components

• Impacts Windows and Web client

• Web client:

• Limited personalization

• Choose/hide columns

• Personalize through Windows client

Customize This Page

• Display options

• Choose columns

• FastTabs

• FactBoxes

• Ribbon

Customize a FastTab

42

• Which fields are shown in a FastTab

• Importance:

• Standard

• Promoted

• Additional

• Quick Entry

Cues

Visual representation of aggregated business data

Role Center pages

Click-through

Colored indicators

Technology Overview

Technology Overview - Overview

• Microsoft Dynamics NAV Development Environment

• Web Services Support

• Multilanguage Functionality

Microsoft Dynamics NAV Development Environment

• Object Designer

• Application Objects

• Other Uses:

• Databases

• Debugger

• NAV licenses

Web Services

• Enable applications to communicate with one another

• Create and publish Microsoft Dynamics NAV 2017 data and functionality as a web service

• SOAP web services

• OData web services

Technology Overview - Review

• Microsoft Dynamics NAV Development Environment

• Web Services Support

• Multilanguage Functionality

• Multicompany Functionality