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Microsoft Dynamics NAVdIntroducing NAV 2013

8th Annual BDO Connections Conference

Michael StranzDavid LessardAndrew HazenKevin Yeung

11 June 2013


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

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data

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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


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



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



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



The Choice Is Yours



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



Richness, Vividness & User productivity

devices with No client installation

Microsoft SharePoint

Web Client in Microsoft Dynamics NAV 2013

Solution Usage



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



NAV Administration Tool



NAV Development EnvironmentNAV Development Environment



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



Microsoft Dynamics NAV Server(s) Client

Windows ClientWindows Client



Web Client Web Client



SharePoint ClientSharePoint Client



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



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



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)



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




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)




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)( )




Customer Order StatusCustomer Order Status




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




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.




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.




Quick View of Item Status on Sales OrdersQuick View of Item Status on Sales Orders




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




BOM Structure BOM Structure




Combine Transfer orders




Streamline Warehouse OperationsStreamline Warehouse OperationsSpecifies that quantities in the bin are protected from being picked for other demands (generally for certain Work Centres)




Supply Planning EnhancementsSupply Planning EnhancementsHelp control planning suggestions and optimize supply according to inventory and ordering cost.




Streamline Warehouse OperationsStreamline Warehouse OperationsStrengthened integration between Manufacturing and Warehouse, Service and Assembly Management to improve inventory accuracy and reduce stocks




Streamline Warehouse Operations Service IntegrationStreamline Warehouse Operations – Service Integration



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]



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]




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.




Warehouse ADCSWarehouse - ADCSADCS in NAV 2013 uses web services instead of NAS to speed up performance




Job and Service Management TimesheetsJob and Service Management - Timesheets




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




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.




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)




Microsoft Dynamics NAV ManagementMicrosoft Dynamics NAV Management

New Server Administration tool that snaps into Microsoft Management Console



Why Upgrade - Approach



Slide 52

How to prepare for Microsoft Dynamics NAV 2013



How to prepare for Microsoft Dynamics NAV 2013p p y



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



THANK YOU TO ALL OUR SPONSORSTHANK YOU TO ALL OUR SPONSORS



Questions

