NAV 2009 and The Role Tailored Client

Get More from Your ERP Solution & Prepare for Better Times Ahead by Upgrading to Microsoft Dynamics NAV 2009

Why Upgrade?

• Identify key Business drivers• Business need• Access to new functionality• Stay current on technology including moving to virtual server

environment• Eliminate customizations now in standard product• Integration to other software to improve processes and productivity

(Web Services)• SQL Database / BI tools• Version retired from Mainstream Microsoft support

– Version 4.0 discontinued 1/12/2010– Version 5.0 discontinued 4/10/2012

SERVICE PACKS/MINOR RELEASES

NAV 2009 R2

Integration to Microsoft Dynamics CRMOnline Payments ServiceRoleTailored Client access for hosted, remote and roaming usersWindows 7 UXBusiness Data Visualizations

NAV “7”

Application enhancementsSharePoint UserClient RichnessPage Design/DebugImproved ReportingOffice 2010Online Services

NAV “8”

Compelling Business FunctionalityMore Users, More ProductiveMore Software + ServicesRoleTailored .NET Programming Environment w/in NAVFull .NET Runtime

NAV “9”

Continued innovation targeted at mid-market with particular focus on:

SimplicityProductivityDynamics User Experience LeadershipMicrosoft technologyRapid Time-to-Value

MAJOR RELEASES

AdditionalSP’s RTM

AdditionalSP’s RTM

AdditionalSP’s RTM

The Microsoft Dynamics NAV Roadmap

Q4 2010 2011-2012 2016-20172013-2014

Upgrade Value

Microsoft Dynamics NAV 4.0

ImprovementsConsolidation

Navigation

New FeaturesBusiness Analytics

Business Notification

Campaign Pricing

Intercompany Postings

Item Budget and Analytics Reports

Manufacturing Foundation

NODBC Driver

Outlook Interface

Partial Payment

Pre-defined KPIs

Setup Checklist Wizard

Standard Cost Worksheet

Supply Planning

XMLport Object

Unapply/Reverse Journal Postings

Microsoft Dynamics NAV 5.0

ImprovementsInventory Costing

Jobs (+now in Bus. Essentials)

Item Tracking

Service Order Handling

Account Schedules

Microsoft Dynamics SureStep

General improvements (SP1)

Outlook Integration (SP1)

NAV SQL Option (SP1)

New FeaturesSales and Purchase Document Approval

Prepayments

Intercompany Purchase Cost Distribution

Microsoft Office XML

Record Links

Windows Live Local Search

Mobile

Microsoft Dynamics NAV 2009

New FeaturesRoleTailored user experience

Microsoft SQL Server Reporting Services

Web Services

New 3 tier architecture

Product Demo…Let’s Have a Look!

What Do Other Customers Say?

What Do Other Customers Say?

So…What Is The Next Step?

• New Fixed Price approach• Site Survey

– Onsite Upgrade Procedure Survey to review current processes, customizations, new requirements, what works well, what doesn’t work so well, offline systems

– Following the site survey, ABC consultants have knowledge to assist sales in preparing a fixed price estimate for the upgrade

• Planning– Time lines and key dates– Training plan – often a review of general navigation in addition to

review of new functionality• Testing

– Detailed test plan developed