Supercharge your NAV. Session #1. 9 th Annual BDO Connections Conference

Transcription

1 Session #1 Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen 6 May 2014

2 THANK YOU TO ALL OUR SPONSORS 2

3 Agenda State of the NAV nation (still #1) Pricing update Review some features, functionality and add ins that can super charge your NAV 3

4 4

5 State of the NAV Nation Over 40% of Microsoft Business Solution $$ NAV keeps up with your business thanks to Microsoft $$ Business Your Way 5

6 State of the NAV Nation 6

7 State of the NAV Nation 7

8 State of the NAV Nation 8

9 NAV Pricing Update When NAV 2013 was released, Microsoft dropped the price considerably Includes all functionality in NAV for one low price ($10,000) except Customization granules and users are $3,000 each 9

10 NAV Pricing Update 10

11 Purchase 5 users in manufacturing environment Pre NAV 2013 $74,270 NAV 2013 $21,000 11

12 I have NAV why do I care? Consider an Upgrade Clients are less money you pay $3,000 versus $5,350 If you need a granule like Supply Planning at $10,800 you get it free when you upgrade NAV Prices are being raised July NAV2013 is the new technology platform ltf and is expected to remain this way 12

13 What's New in 2013 R2 Improved Web Client Tight Office 365 Integration Incoming Documents Cash Management features (statement import, learn entries, payroll) Multi Tenant Always on Azure 13

14 Session #1 Next: Easy Security Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen 6 May 2014

15 Easy Security Making NAV Security Easier Easy to use and install Relatively inexpensive Setup and maintenance of permissions 100 new samples roles Can have field level security 15

16 Session #2 Next: Incoming Documents Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen 6 May 2014

17 Incoming Documents Makes Document Management Easier New feature of R2 Scanned docs can be added to NAV and then routed for approval After Approval can generated purchase or journal document Stored in the GL with the entry Cronus Combo Demo 2013 R2 17

18 Session #2 Next: Zeta Docs Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen 6 May 2014

19 Zeta Docs - Free Add-in for NAV 2009 R2+ Makes Document Management Easier Requires and uses SharePoint Relatively inexpensive Drag & Drop documents into Microsoft Dynamics NAV Don t have to worrry about moving the document Allows the approval status of documents to be seen within Dynamics NAV Enables users to a report as a PDF attachment, filing a copy of the report automatically in Microsoft SharePoint. Zeta Docs RDP Sharktank 19

20 Kwik Tags Document Management Add in for NAV Document Management Easier and More Powerful Automatic matching of scans to NAV documents Automatic routing of documents to approvers 20

21 Session #2 Next: Bank Statement Import Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen 6 May 2014

22 Bank Statement Import Makes Bank recs easier to do New feature of R2 Allows import of bank statement Does a match on amount, date, document # etc. Can help to do the JE Cronus EXT Canada 22

23 Session #2 Next: Cash Flow Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen 6 May 2014

24 Cash Flow Takes all NAV Cash Information to create a Cash Flow New feature of 2013 Allows entry of Manual transactions Convert PO and SO to invoices then Cash Can have a different Cash flow terms than normal terms Cronus Combo Demo

25 Session #1 Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen 6 May 2014

26 OneNote Integration with NAV 2013 Making taking Notes painless Available throughout NAV Version 2013 or 2013 R2 required FREE! *Microsoft Office Required Sharing Permissions by User Profile Mobile Capability 26

27 Session #1 Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen 6 May 2014

28 Job Queue in Nav2013R2 Schedule multiple jobs in Nav2013R2 Job Queue Job Queue Entry Background Posting 28

29 Session #1 Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen 6 May 2014

30 Dimensions in NAV (2013 Vs Prior versions) Dimensions in NAV is the additional information being tagged to a transaction that later can be used for analysis without breaking the chart of accounts. NAV 2013 uses an entirely new concept called Dimension Set for managing and storing dimensions as opposed to NAV 2009 and previous NAV versions. Dimension in versions prior to NAV 2013 takes considerable amount of storage space in the database. NAV 2013 new Dimension Set technology handles this in an efficient manner. Due to the new Dimension Set technology, NAV 2013 is faster than its prior versions while posting a transaction as the dimensions are not moved from unposted tables to the posted tables. This also enhances the overall performance of the system by decreasing the table locks. From a user prospective, there is no change in the User Interface. 30

31 Document Path DocumentPath is an add-on product for Microsoft Dynamics NAV to send the documents electronically with existing NAV Install Supports NAV 2009R2 and NAV2013. (Only Role Tailored Client Supported) Enables users to quickly and easily send documents via (Outlook, SMTP based ) or fax to Customers, Vendors and Employees (Payroll) Easy to configure and managed by an administrator (not the System Admin) Safe and secure, user friendly, easy to maintain and easy to extend Companies can significantly reduce paper usage and document processing costs Sensitive documents can be password protected with tools to generate and communicate passwords out to recipients automatically 31

32 END 32