Dynamics Day 2012: Deep Dive - Dynamics NAV 2013 client options

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Dynamics NAV 2013 provides two new client options: a web client and a SharePoint client. In this presentation we'll show how businesses can utilise client options to extend the reach of their business to employees, vendors and customers.

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Dynamics Day 2012: Deep Dive - Dynamics NAV 2013 client options

  1. 1. Extendingthe Reach ofNAVNAV SharePoint and Web client
  2. 2. Our Agenda Client Positioning SharePoint use scenarios SharePoint Client Web Client Cloud Based
  3. 3. Your presenter/s Adriaan Rootman Derek Lamb Senior Dynamics Developer ERP Solution Specialist  Based in Perth  Based in Auckland  Relocated Safa  Relocated CantabYour Awesome Presentation Title - edit master to update this
  4. 4. Client Positioning
  5. 5. Clients in Microsoft Dynamics NAV 2013 Clients for your needs – The choice is yours All based on the same code baseInvestment Windows Client Web Client SharePoint Client Light or Occasional ERP Core ERP User ERP User Users or Microsoft SharePoint Users or External users Microsoft Dynamics NAV Portal Full Microsoft Dynamics framework for Microsoft Full Microsoft Dynamics NAV application in a SharePoint NAV application web browser Self Service Applications and Collaboration Anywhere access through Enhanced Business Richness, Vividness & multiple devices with No Productivity through User productivity client installation Microsoft SharePointYour Awesome Presentation Title - edit master to update this
  6. 6. Web Client Out of the box zero footprint client Solution Usage  Microsoft Dynamics NAV Pages and Reports shown in a  One-click into Microsoft Dynamics NAV web browser  Simplicity  The Web Client is a lighter version of Microsoft Dynamics NAV  Cannot change the language, in a web browser company, or work date  Microsoft Dynamics NAV business logic in a web browser  No special training required  Limitations compared to the full Windows Client  No Departments, NavigatePage  Zero Deployment  Give users new ways of accessing  Functional support for multiple browsers on different devices relevant data and information in  Realize more value from your technology investments Microsoft Dynamics NAVYour Awesome Presentation Title - edit master to update this
  7. 7. SharePoint Framework Framework to integrate into existing SharePoint environment Integration into Themes & Solution Microsoft SharePoint Branding  Microsoft Dynamics NAV  Take advantage of the business  Microsoft SharePoint Web Parts on Microsoft productivity benefits in Microsoft Visualizations and SharePoint SharePoint Stylesheets  Microsoft Dynamics NAV  Microsoft SharePoint  Capitalize on Branding Pages in Microsoft Workflows Investments SharePoint Web Parts  Microsoft SharePoint Search Connected to other parts through Business  Microsoft Dynamics NAV Connectivity Services business logic on Microsoft  Microsoft SharePoint SharePoint Workspace  Microsoft SharePoint authentication and scalability  Microsoft SharePoint ExtranetYour Awesome Presentation Title - edit master to update this
  8. 8. • Concurrent user • Windows/SharePoint/Web client • Full functionality • Concurrent user • Windows/SharePoint/Web client • Read + timesheet + write to 3 tablesYour Awesome Presentation Title - edit master to update this
  9. 9. Your Awesome Presentation Title - edit master to update this
  10. 10. SharePoint clientscenarios
  11. 11. Customer Portal For a distribution company with remote salespeople Derek is the Salesperson for Intergen who will be mobile, want to place orders, review contact information and see updated delivery information. Bakkes is the customer who wants to be able to place orders online, review his invoices, see updated delivery information. Ali is the AR manager who will approve Sales Orders, manage shipping schedules and Invoicing.Your Awesome Presentation Title - edit master to update this
  12. 12. Customer Portal Users, Licenses and Solutions Solution NAV Client License Core ERP User Web Client Limited User SharePoint Client External User SharePoint Customer Portal (No License required) Richness, Vividness & Windows Client Full License User productivityYour Awesome Presentation Title - edit master to update this
  13. 13. Customer PortalDemo
  14. 14. Project Portal A distributed professional services organisation Joost is the Project Manager for Intergen he needs to create new project portals, update documents, review and modify budgets and approve timesheets. Piri is a consultant for Intergen needing to view tasks budget information, review and modify documents and enter timesheets.Your Awesome Presentation Title - edit master to update this
  15. 15. Project Information Users, Licenses and Solutions Solution NAV Client License SharePoint Project Portal SharePoint Client Full User SharePoint Client Limited User SharePoint Project PortalYour Awesome Presentation Title - edit master to update this
  16. 16. Project Portal Demo
  17. 17. Employee Portal Will allow us to suggest the best product ■ Leave Requests: SharePoint based workflow ■ Employee Expenses: NAV Expense entry and approval ■ Timesheets: Dynamics NAV Timesheets and Approvals . ■ My Site: Standard SharePoint capability ■ Purchase Approvals: Automated financial delegated authority ■ Distributed Budgeting: Collaborative budgeting process using Dynamics NAV Budgeting ■ Departmental Reporting: Combination of Dynamics NAV reports and SharePoint BIYour Awesome Presentation Title - edit master to update this
  18. 18. Vendor Portal Form closer relationships with suppliers ■ Production Forecasts: Collaborating to improve supply chain ■ Catalogue update: Upload of product catalogue using standard SharePoint document management ■ Invoice & Payment information: Real time payment information . ■ Vendor performance: Scorecard of Vendor performance utilising BI functionality. ■ Quote management: Allow Vendors to enter Purchase Quotes directly into NAV.Your Awesome Presentation Title - edit master to update this
  19. 19. 2013 light clients extend reach of NAVIn Summary…■ Web Client is out of the box■ SharePoint Framework integrates as web parts■ Single code source for all three clients■ Customers don’t need a license to access■ When combined with limited user licensing provides cost effective solutionYour Awesome Presentation Title - edit master to update this
  20. 20. Any questions?
  21. 21. Do you want toknow more?Find me in theExperience Loungeat the end of thispresentation.
  22. 22. Thank youbarry.barryson@intergen.co.nz
  23. 23. Page with fullpicture andsome text
  24. 24. Page with two pictures and heading
  25. 25. Intergen structure
  26. 26. Icons Example of icon usage Shopping carts People with ties Graphs Australia 67% 74% 24% 84%Your Awesome Presentation Title - edit master to update this
  27. 27. Section Heading
  28. 28. 2 Column PageColumns for lots of info List Heading {Segoe UI Semi bold 14 pt.} List Heading {Segoe UI Semi bold 14 pt.}  Less Can Be More: Difficult to do at  ‘Thank You’/’Question’ slides: These times, but your audience may not always have been provided. Please use these appreciate a lot of text. as-is to be consistent  Charts and Images: Where possible,  Customer Slides: Print or save these as please ensure charts and images don’t PDF files to maintain the look and feel cover the slide’s title or the “line” across of the presentation the bottom.  Colours: Try to stick to the standard Intergen colour palette.Your Awesome Presentation Title - edit master to update this
  29. 29. Table PageSimple colour scheme (black, yellow and grey) Column Title Column Title Column Title Column Title Column 1 Column 2 Column 3 Column 4 Column 1 Column 2 Column 3 Column 4 Column 1 Column 2 Column 3 Column 4 Column 1 Column 2 Column 3 Column 4 Column 1 Column 2 Column 3 Column 4Your Awesome Presentation Title - edit master to update this
  30. 30. Colour range increased for charts 7 6 5 Series 1 4 Series 2 Series 3 3 Series 4 Series 5 2 Series 6 1 0 Category 1 Category 2 Category 3 Category 4Your Awesome Presentation Title - edit master to update this
  31. 31. Sub Section Title with image on the rightYour Awesome Presentation Title - edit master to update this
  32. 32. “Intergen are the experts anda pleasure to deal with. They make me look good” Client Name – Position and Title

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