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1
New to NAV? Top 10
Things You Need to Know
# A L L I A N C E 2 0 1 7
2
INGA BAGRINCEVE
SENIOR APPLICATION CONSULTANT
JOINED SPARKROCK IN SEPTEMBER 2016
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
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
5
Agenda - the “TOP 10”
NAV Architecture
Sparkrock Foundation
Functionality – WebApps
NAV Tips
Role Centers
NAV Modules
NAV vs WebApps
Basic Navigation
Permissions
Resources
6
The Long Way
A BIT OF NAV HISTORY
7
A 110 000
How many companies use
Microsoft Dynamics NAV
B 240 000
C 47 000
D 95 000
8
0
20,000
40,000
60,000
80,000
100,000
120,000
MICROSOFT
DYNAMICS® AX
MICROSOFT
DYNAMICS® GP
MICROSOFT
DYNAMICS®
NAV
MICROSOFT
DYNAMICS® SL
MICROSOFT
DYNAMICS®
CRM
20,000
47,000
110,000
13,500
40,000
NUMBER OF NAV CUSTOMERS WORLWIDE
IN 2015
9
ROLE CENTRES
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
11
MS Dynamics NAV Clients
W i n d o w s
W E B
P h o n e
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
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
14
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
15
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
16
NAV vs WebApps
END USERS
WebApps / Employee
BACK – OFFICE USERS
17
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
18
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
19
Q U E S T I O N S
&
A N S W E R S
20
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
21
THANK YOU FOR
LISTENING
@ S P A R K R O C K I N C
W W W . S P A R K R O C K . C O M

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Alliance 2017 - New to NAV? Top 10 Things You Need to Know

  • 1. 1 New to NAV? Top 10 Things You Need to Know # A L L I A N C E 2 0 1 7
  • 2. 2 INGA BAGRINCEVE SENIOR APPLICATION CONSULTANT JOINED SPARKROCK IN SEPTEMBER 2016
  • 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
  • 5. 5 Agenda - the “TOP 10” NAV Architecture Sparkrock Foundation Functionality – WebApps NAV Tips Role Centers NAV Modules NAV vs WebApps Basic Navigation Permissions Resources
  • 6. 6 The Long Way A BIT OF NAV HISTORY
  • 7. 7 A 110 000 How many companies use Microsoft Dynamics NAV B 240 000 C 47 000 D 95 000
  • 8. 8 0 20,000 40,000 60,000 80,000 100,000 120,000 MICROSOFT DYNAMICS® AX MICROSOFT DYNAMICS® GP MICROSOFT DYNAMICS® NAV MICROSOFT DYNAMICS® SL MICROSOFT DYNAMICS® CRM 20,000 47,000 110,000 13,500 40,000 NUMBER OF NAV CUSTOMERS WORLWIDE IN 2015
  • 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
  • 11. 11 MS Dynamics NAV Clients W i n d o w s W E B P h o n e
  • 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
  • 14. 14 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
  • 15. 15 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
  • 16. 16 NAV vs WebApps END USERS WebApps / Employee BACK – OFFICE USERS
  • 17. 17 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
  • 18. 18 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
  • 19. 19 Q U E S T I O N S & A N S W E R S
  • 20. 20 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
  • 21. 21 THANK YOU FOR LISTENING @ S P A R K R O C K I N C W W W . S P A R K R O C K . C O M

Editor's Notes

  1. Click the icon to add your picture. Use the round, png version of your picture located in the F drive.
  2. Basic slide. Duplicate this slide for all of the locations it’s needed.
  3. 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)