This document provides an overview of the top 10 things new users need to know about Microsoft Dynamics NAV. It discusses NAV's history and architecture, including its multi-tenant database structure and support for Windows, web and mobile clients. The document also covers key NAV functionality like purchasing, sales, HR/payroll and project tracking. It introduces the Sparkrock Foundation which extends NAV and provides tips on basic navigation and use of role centers. Resources for learning more about NAV are also listed.
3. 3
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
4. 4
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
10. 10
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
12. 12
NAV Universal App
Requirements
S U P P O R T E D O P E R AT I N G S Y S T E M S
Windows 8.1
Android 4.4.3+
iOS 8.4 +
A D D I T I O N A L H A R D WA R E
Minimum 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
13. 13
MS Dynamics NAV
functionality
M U LT I C O M PA N Y
Unlimited number of companies
Role centers
User permissions
M U LT I L A N G U A G E
Worldwide solution
User defined
M U LT I C U R R E N C Y
Multiple currencies through the
system (AP, AR, Bank)
Exchange rate tracking
Realized gains and losses
tracking
O N E D ATA B A S E
Whole 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 T
M 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 Y
A 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 O V E
A 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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WebApps
Browser-based application to provide non-core users,
role specific access to the ERP information
1.Intuitive & eLearning
Web standards for navigation
2.Web based
Fully web based deployment
Profile and User management
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BASIC NAVIGATION
NAV
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 S S A N D U N D E R S TA N D Y O 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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RESOURCES
C U S T O M E R R E S O U R C E P O R TA 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 R T
H O W D O I ? V I D E O S E R I E S O N Y O 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 L O 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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EVALUATIONS
P L E A S E T A 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 V A L U A T I O N .
WIN ME!
One lucky survey will
take home a Ecobee
Smart Wi-Fi
Thermostat
Click the icon to add your picture. Use the round, png version of your picture located in the F drive.
Basic slide. Duplicate this slide for all of the locations it’s needed.
To change the image behind the Mock up.
Select the layer - > Right Click -> Send to Back -> Delete the image -> Drag & Drop your Own Picture -> Send to Back (again)