Microsoft Dynamics NAV

Introducing
d NAV 2013

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Michael Stranz
David Lessard
Andrew Hazen
Kevin Yeung

11 June 2013

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A dynamic world out there

And NAV will be there for you…

Finance Sales

Business
data

Purchase Warehouse
And seeing it in a way that suits the
work
Finance Sales

Business
data

Purchase Warehouse
B more successful
Be f l and
d profitable
fit bl with
ith RTC
The RoleTailored client outperform the Classic client
83% significantly in 83% of tasks (10 of 12).

of tasks get
done faster

Users were significantly more satisfied with the

75% R l T il d client
RoleTailored li in
i 75% off tasks
k (9 off 12)
12).
of tasks
raised
satisfaction
ti f ti

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RTC tactics
t ti tto productivity
d ti it
1. Make it easy to prioritize work
2. Visualize
l the
h performance
f
3. Speed up navigation
4
4. Cut down on keystrokes
5. Provide decision support
6. Give cues on the business process

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B
Benefits
fit off g
going
i g tto RTC
• See work ahead, and prioritize what to attack
• F ll
Follow performance
f andd the
th effects
ff t off
recent actions
• Key “inboxes”
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

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B
Benefits
fit off g
going
i g tto RTC
• See only the relevant fields and FastTabs
• S
Speedd up d
data-entry
t t fl
flows
• Emphasize important fields for quick reference
• Get task-specific business data and statistics
• Easy to take the right actions at the right time

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 The Choice Is Yours

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Clients in Microsoft Dynamics NAV 2013
Clients for your needs – The choice is yours

Windows Web SharePoint

Client Client Client
Light or Occasional ERP
Core ERP User ERP User Users or Microsoft
SharePoint Users

Microsoft Dynamics
Most Microsoft NAV Portal
Full Microsoft Dynamics NAV
Dynamics NAV framework for
application in a web
application Microsoft SharePoint
browser
Self Service
Applications
Anywhere access and Collaboration
Enhanced Business
through multiple Productivity through
Richness, Vividness & devices with No client
User productivity Microsoft SharePoint
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Web Client in Microsoft Dynamics NAV 2013

Solution Usage

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Microsoft Dynamics NAV for Microsoft SharePoint

Integration into Themes &

Solution Microsoft Branding
SharePoint
 Microsoft Dynamics  Take advantage of the  Microsoft
NAV Web Parts on business productivity SharePoint
Microsoft SharePoint benefits in Microsoft Visualizations and
 Microsoft Dynamics SharePoint Stylesheets
NAV Pages in  Microsoft SharePoint  Capitalize on
Microsoft SharePoint Workflows Branding
Web Parts Connected  Microsoft SharePoint Investments
to other parts Search through Business
 Microsoft Dynamics Connectivity Services
NAV business logic on  Microsoft SharePoint
Microsoft SharePoint Workspace
 Microsoft SharePoint
authentication and scalability

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NAV Administration Tool

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NAV Development Environment

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 Architecture
Microsoft NAV 2013
64 bit
SharePoint
Client

SharePoint
Foundation

Microsoft
Mi f Microsoft
Dynamics
D i SQL
SQL Server
S
Web
Server® Client

Microsoft
Dynamics NAV Internet
Administration Information
Tool (Object Services (IIS)
Designer)
bit
64 b

Windows
Microsoft Dynamics NAV Server(s) Cli t
Client
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Windows Client

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Web Client

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SharePoint Client

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Wh t’ New
What’s N for
f the
th Application
A li ti U User

• Charts • G/L Entry Table • Inventory Movements • Assembly

• Time Sheets Locking redesign • Dedicated bins • Planning Parameters
• Filtering • Dimension entry • Integration to • Item availability
enhancements storing Service orders views
• Link sharing • Cash flow • ADCS • Calculate & Carry out
• Excel Integration • Cost accounting • Setup best practices
• Ribbon
• OneNote integration
g
• Call-to options
• Shortcut keys

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N
New U
User T
Types

 Concurrent User  Concurrent User

 Full Read  Full Read
 Full Write  Limited Write
 Windows, Web or  Full write to Timesheets
SharePoint
 Windows, Web or
 Any web services access SharePoint
 Any web services access

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Oth b
Other benefits
fit
1. 1. Posting is faster (up to 90%)
Reduced posting time in complex scenarios.
Optimized for SQL Server

1. 2. Posting
g can be q
queued
2. 3. Dimensions take up less space (using dimension sets)

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Microsoft Dynamics NAV
Highlight Demo
Look 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
• Securityy now in User Setup
p
• Dashboards graphs can be drilled into
• Dashboard graphs are Account Schedules
• Ribbons

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Microsoft Dynamics NAV
Highlight Demo
User Productivity Improvements
• Select All <Ctrl><A>
• Copy/Paste
• Red and Bold Red highlights on important info
• Integration with SKYPE (Sportmeyer)
• Copypy Link
• Quick Entry (skip fields on entry)
• Ability to enter filtering formulas and save variables
• Integration with One Note
• Order Promise can do whole order (101022)

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Microsoft Dynamics NAV
Highlight Demo
Charts
• Charts easier to maintain create – Show as Chart on any list
• Filtering
• Drilldown
• Can use Account Schedules for graphing
• Can use as FactBox (Customer)
( )

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Microsoft Dynamics NAV
Highlight Demo
Customer Order Status

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Microsoft Dynamics NAV
Highlight Demo
User Productivity Improvements – cont’d
• Posting Queues in SRR and PPP setup
- Remove experience of locking and
screen freeze.
freeze
- Minimize unplanned cancellations
of postings.
- Minimize monitoring requirements
for the posting progress.
progress

Also consider 64 bit, SQL

improvements, posting rewrite
and
d lless space required
i d ffor
dimensions to help speed

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Microsoft Dynamics NAV
Highlight Demo
Cash Flow Forecast
Analyze 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.

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Microsoft Dynamics NAV
Highlight Demo
Cost Accounting
Gain 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 action.
action

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Microsoft Dynamics NAV
Highlight Demo
Quick View of Item Status on Sales Orders

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Microsoft Dynamics NAV
Highlight Demo
Assembly Management

Assemble-to order and assemble-to-stock processes. Assembly Management integrates

with the complete
p Microsoft Dynamics
y NAV supply
pp y chain suite,, including
g Sales,, Supply
pp y
Planning, Warehousing, Inventory Management, and Item Tracking, to help streamline
operations, reduce costs, and expedite order fulfillment.

- new replenishment system – Assembly

- new planning policy – Assemble-to-Order or Assemble-to-stock
- can add a Resource to Assembly BOM
- have Assembly y orders in warehouse
- create direct from sales order for Assemble-to-Order

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Microsoft Dynamics NAV
Highlight Demo
BOM Structure

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Microsoft Dynamics NAV
Highlight Demo

Combine Transfer orders

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Microsoft Dynamics NAV
Highlight Demo
Streamline Warehouse Operations
Specifies that quantities in the bin are protected from being picked for
other demands (generally for certain Work Centres)

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Microsoft Dynamics NAV
Highlight Demo
Supply Planning Enhancements
Help control planning suggestions and optimize supply according to inventory and ordering
cost.

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Microsoft Dynamics NAV
Highlight Demo
Streamline Warehouse Operations
Strengthened integration between Manufacturing and Warehouse, Service and Assembly
Management to improve inventory accuracy and reduce stocks

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Microsoft Dynamics NAV
Highlight Demo
Streamline Warehouse Operations – Service Integration

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Microsoft Dynamics NAV
Highlight Demo
Warehouse Operations Source document changes
Locations with Invt. Pick (Bin + Pick)
Source Docs for Inv.Pick: Source Docs for Inv. Movement:
• Released Sales Order • Released Production
Order/Comp. Lines [new]
• Released Transfer Order
• Released Asmb. Order/Asmb.
• Negative Quantity on Released O d Li
Order Lines (ATS & ATO) [new]
[ ]
Purchase Order
• Released Return Purchase Order
• Released Sales Order with Asmb.
Order (ATO) [new]

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Microsoft Dynamics NAV
Highlight Demo
Warehouse 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 Warehouse Shipment
• Released Transfer Order • Released Production Order/Comp.
• Negative Quantity on Released Lines
Purchase Order
• Released Return Purchase Order • Released Assembly Order/
Assembly Order Lines (ATS & ATO)
• Released Sales Order with Asmb.. [new]
Order (ATO) [new]
• Released To Ship Service Order
[new]

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Microsoft Dynamics NAV
Highlight Demo
Job and Service Management
Enhancements 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.

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Microsoft Dynamics NAV
Highlight Demo
Warehouse - ADCS
ADCS in NAV 2013 uses web services instead of NAS to speed up performance

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Microsoft Dynamics NAV
Highlight Demo
Job and Service Management - Timesheets

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Microsoft Dynamics NAV
Highlight Demo
Reporting Enhancements
New 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
Speedd off printing
i ti g
- Power Pivot
- Query
- Odata

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Microsoft Dynamics NAV
Highlight Demo
Microsoft 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
“unstructured” information, more efficiently.

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Microsoft Dynamics NAV
Highlight Demo
General Ledger Table Locking Architecture and Dimension Posting
and 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)

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Microsoft Dynamics NAV
Highlight Demo
Microsoft Dynamics NAV Management

New Server Administration tool that snaps into Microsoft Management Console

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 Why Upgrade - Approach

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Slide 52
How to prepare for Microsoft Dynamics NAV 2013

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How to p
prepare
p for Microsoft Dynamics
y NAV 2013

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Additional Upgrade Advantages
1. Additional User Costs could be less
2. More functionality at no extra cost
3. Might receive more full user licenses in the upgrade

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THANK YOU TO ALL OUR SPONSORS

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Questions

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