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New to NAV? Top 10 Things You Need to Know

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INGA BAGRINCEVESENIOR APPLICATION CONSULTANTJOINED SPARKROCK IN SEPTEMBER 2016

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OBJECTIVES

For new users of Dynamics NAV to better understand some of the basic things you need to know

Address high-level areas ‘around the solution’, as well as ‘within the solution’

Provide an opportunity to ask any questions

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AGENDA

H I S T O R Y O F N A V T H E “ T O P 1 0 ” Q U E S T I O N S / D I S C U S S I O N

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Agenda - the “TOP 10”NAV Architecture

Sparkrock Foundation

Functionality – WebApps

NAV Tips

Role Centers

NAV Modules

NAV vs WebApps

Basic Navigation

Permissions

Resources

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The Long WayA BIT OF NAV HISTORY

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A 110 000

How many companies useMicrosoft Dynamics NAV

B 240 000C 47 000D 95 000

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Microsoft Dynamics® AX

Microsoft Dynamics® GP

Microsoft Dynamics® NAV

Microsoft Dynamics® SL

Microsoft Dynamics® CRM

0

20,000

40,000

60,000

80,000

100,000

120,000

20,00047,000

110,000

13,50040,000

NUMBER OF NAV CUSTOMERS WORLWIDE IN 2015

9 ROLE CENTRES

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H i g h - l e v e l e n v i r o n m e n t

Data tier (SQL Server database) Databases Objects Users

Service tier (Microsoft Dynamics NAV Server) Autentifications Business logic and communication

Client tier Windows Client, WEB Client, Phone, Tablet

ARCHITECTURE

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MS Dynamics NAV ClientsW i n d o w s

W E B

P h o n e

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NAV Universal App Requirements

S U P P O RT E D O P E R AT I N G S Y S T E M SWindows 8.1Android 4.4.3+iOS 8.4 +

A D D I T I O N A L H A R D WA R EMinimum 1 GB RAM for Android and Windows.

A D D I T I O N A L I N F O R M AT I O N

Device diagonal screen size 4”Screen resolution 854 x 480

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MS Dynamics NAV functionality

M U LT I C O M PA N YUnlimited number of companiesRole centersUser permissions

M U LT I L A N G UA G EWorldwide solutionUser defined

M U LT I C U R R E N C YMultiple currencies through the system (AP, AR, Bank)Exchange rate trackingRealized gains and losses tracking

O N E D ATA B A S EWhole solution in one database

P U R C H A S E /S A L E S

H R & P A Y R O L L

B U D G E TM A N A G E M E N T

C A S H F L O W

G E N E R A L L E D G E R

C A S H M A N A G E M E N T

I N V E N T O R YA S S E T

M A N A G E M E N T

P R O J E C T T R A C K I N G

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I N C R E A S E P R O D U C T I V I T Y

R E D U C E E R R O R S

R E D U C E U P G R A D E C O S T

I M P R OV EA C C U R A C Y

SPARKROCK FOUNDATION

GENERAL LEDGER Chart of Account enhancements

In-Line dimensions Dimension Combinations & Verification

CASH MANAGEMENT Bank Reconciliation Import

Tax Receipt

ACCOUNT PAYABLE A/P Batch

Default G/L Account by Vendor

PROJECT TRACKING

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WebAppsBrowser-based application to provide non-core users,

role specific access to the ERP information

1.Intuitive & eLearningWeb standards for navigation

2.Web basedFully web based deploymentProfile and User management

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NAV vs WebAppsEND USERS

WebApps / Employee

BACK – OFFICE USERS

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BASIC NAVIGATIONNAV

H I G H U S A B I L I T Y & E F F I C I E N C Y

A C C E SS A N D U N D E R S TA N D YO U R D ATA

Flexible searching Drill down on calculated values Unlimited filtering Find related transactions through Navigate

features

Looks familiar (MS Office standards) Security – Permission Sets

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RESOURCESC U S T O M E R R E S O U R C E P O RTA L *

M I C R O S O F T C U S T O M E R S O U R C E

S PA R K R O C K C O N S U LTA N T S

S PA R K R O C K S U P P O RT

H O W D O I ? V I D E O S E R I E S O N YO U T U B E . C O M * *

M S D N ( M I C R O S O F T D E V E LO P E R N E T W O R K )

U S E R G R O U P S / F O R U M S e . g . M I B U S O

** https://www.youtube.com/playlist?list=PLNFJwdsRRdacJbReqNwd0aaQ1Ap1T2-iq

* https://clientportal.altusdynamics.com/_layouts/login.aspx

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Q U E S T I O N S&

A N S W E R S

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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .

WIN ME!One lucky survey will take home a

Ecobee Smart Wi-Fi Thermostat

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