purpose: these deck is for use with customers by the microsoft dynamics nav sales force and...
TRANSCRIPT
What’s New in Microsoft Dynamics™ NAV 5.0
ACHIEVE
Presenter’s NameTitleCompany
Microsoft Dynamics NAV 5.0New Application Features
Sales and Purchase Document ApprovalPre-paymentsInventory CostingJobsItem Tracking
Microsoft Dynamics NAV 5.0 is more integrated and streamlined than ever to fuel your business productivity and enable confident decision making
Service Order HandlingIntercompany purchase cost distributionAccount Schedules
SynchronizationNotifications
Export
LinksMicrosoft Dynamics NAV 5.0 fits your systems by
integrating with other Microsoft products that are familiar to your
people
Microsoft Dynamics NAV 5.0Improved Integration with other Microsoft Products
Demo Scenario #1
Susan receives and creates an order and previews the order in Word
When posting the order, Susan is notified that the order needs to be approved
Nancy initially rejects the order since it needs to have a pre-payment according to company policy Susan adds the pre-payment termsNancy approves the order
Microsoft Dynamics NAV 5.0Pre-payment, Office XML & Sales and Purchase Document Approval
demo
Microsoft Dynamics NAV 5.0Office XML
Export any form to Word or Excel using Office XMLCustomizable style sheets for your specific needs
Benefits:View your data in your Microsoft Office applicationSend data to users that do not have Microsoft Dynamics NAV installed
Microsoft Dynamics NAV 5.0Sales and Purchase Document Approval
Approve or reject with commentsDelegate approval to othersE-mail notification with link to documentsNotification of new and overdue approval requests
Benefits:Enforces purchase/sales limitsEnsures the right people will approve
Microsoft Dynamics NAV 5.0Pre-payments
Generate pre-payment directly on a sales or purchase orderBased on percentages or amounts
Benefits:Easier to keep track of pre-payment invoices until the order is fully invoicedControlled process minimizes error possibilitiesAble to secure orders from delinquent customers
Demo Scenario #2
Daniel prepares a service order by using a standard service code
Daniel locates the customer on the map
Daniel adds a link to the company server set-up manual
Microsoft Dynamics NAV 5.0Service Order Handling, Record Links & Online Maps
demo
Microsoft Dynamics NAV 5.0Service Order Handling
Improved consumption handlingPre-define expected useof spare parts and resources
Benefits:Increases efficiency in the Service Order HandlingEasier to get service related information and statistics
Microsoft Dynamics NAV 5.0Record Links
Links any external document or Microsoft Sharepoint repository to any Microsoft Dynamics NAV entityAvailable on all forms
Benefits:Provides users with better overview of relevant informationBridges gap between structured and unstructured information
Microsoft Dynamics NAV 5.0Windows Live Local Search Integration
• Shows locations from Microsoft Dynamics NAV on map and provides directions from one location to another.
Benefits:Empowers the user by adding visual information about the location of addresses in Microsoft Dynamics NAVEasy access to driving directions
Demo Scenario #3
Michael updates contact information in Microsoft Outlook
Two days later, Michael makes another update -- but in the meantime, someone else has updated the same record
Michael resolves the conflict directly in Microsoft Outlook
Microsoft Dynamics NAV 5.0Outlook Integration
demo
Microsoft Dynamics NAV 5.0Outlook Integration
• Possible to synchronize with: – Any Microsoft Dynamics NAV entity– Any Microsoft Outlook object
• Synchronization based on User Preferences
• Independent of client
Microsoft Dynamics NAV 5.0Outlook Integration – Errors and Conflicts
• Errors:– No connection to
Application Server– Wrong setup –
missing folders, etc.
• Conflicts:– Changes made
both in Microsoft Outlook and in Microsoft Dynamics NAV
Microsoft Dynamics NAV 5.0Application Improvements – Supply Chain
• Item Tracking– Enhanced handling and analysis of “item
tracked” items– Recall feature– First Expire First Out (FEFO)
• Inventory Costing– Improved Traceability, Simplicity and Usability– New periodic average costing method
Microsoft Dynamics NAV 5.0Other Application Improvements
• Jobs– Better integration to item ledger and tracking– Work in Progress and Recognition calculation
compliant with International Accounting Standards– Improved handling of fixed price jobs
• Application SQL Server Improvements
Key Takeaways
Microsoft Dynamics NAV 5.0 includes many improved, re-designed and new application features
Microsoft Dynamics NAV 5.0 demonstrates a continued commitment to deepen the application functionality
Microsoft Dynamics NAV 5.0 is integrated with Microsoft Office, helping make it simpler to access and share data quickly and efficiently
QUESTIONS?
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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this
presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.