Microsoft dynamics navision 2009 r2


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Microsoft dynamics navision 2009 r2

  1. 1. The new way to do business<br />Presenter:<br />MindQuad Solutions Pvt. Ltd.<br />Ahmedabad, INDIA<br />Thursday, April 14, 2011<br />
  2. 2. About MindQuad Solutions Pvt. Ltd.<br />Microsoft Dynamics Partner <br />Authorized Sales Partner for TALLY ERP<br />Products<br /> - Microsoft Dynamics NAV<br /> - Microsoft Dynamics CRM<br /> - AIMS – Advanced Institute Management System<br /> - BizPay – Enterprise Payroll Management<br /> - NAV|Lite – Web Client for Microsoft Dynamics NAV 2009<br />Competencies<br /> - ERP Implementation, Customization & User Training<br /> - Project Management<br /> - Business Intelligence solutions<br /> - Application Integration<br /> - Custom software development<br /> - Microsoft SharePoint Portals<br />People<br /> - Microsoft Certified Business Solutions Specialists – ERP Functional<br /> - Microsoft Certified Business Solutions Specialists – ERP Technical<br /> - Microsoft Certified Technology Specialists – Web Technologies<br /> - Microsoft Certified Technology Specialists – SharePoint Development<br /> - Microsoft Certified Professional Developer - / C#<br />
  3. 3. About Microsoft Dynamics NAV<br />80.000 Customers World Wide. Over 1 million users.<br />More than 2700 Microsoft Certified ERP Partners<br />More than 40 country localized versions<br />Sold in more than 130 countries<br />More than 1000 add-on solutions<br />#1 in the Microsoft Dynamics product family<br />
  4. 4. About this presentation<br />ERP in general<br />Evolution of Microsoft Dynamics NAV<br />Microsoft Dynamics NAV Roadmap<br />Key business Issues and Microsoft Dynamics NAV<br />Productive People & Processes with Microsoft Dynamics NAV<br />Overview of Microsoft Dynamics NAV<br />Capabilities of Microsoft Dynamics NAV<br />Microsoft Dynamics NAV - Business Ready Licensing Model<br />Value of Microsoft Dynamics NAV<br />Customized Quality Control in Microsoft Dynamics NAV - example<br />
  5. 5. ERP in general<br />Overview<br />What Is Enterprise Resource Planning (ERP)?<br />The term “ERP” is now generally used to refer to an “enterprise view” of a business. In other words, it means leveraging IT applications to manage the operations and gain a view of a company as a connected single entity, as opposed to a collection of activity silos. The term “Business Applications Suite” includes ERP and Customer Relationship Management (CRM).<br />What are key ERP Application Traits?<br />ERP applications address a business processes<br />ERP applications are modular<br />ERP applications are integrated<br />ERP applications extend a company's reach beyond its walls - to its suppliers, customers, and partners<br />An entire ERP suite will address all areas (or the great majority) of a company's business functions<br />The advantages of an ERP Business Applications Suite, such as Microsoft®Dynamics NAV, include:<br />Scalability<br /> Business Applications Suites are designed to grow with the company. Unlike some stand-alone applications, they do not "top out" without defined transition paths to other solutions<br />Functionality<br /> Access to the functionality required to run the business over time - at an affordable price point. It may not be the cheapest choice at first - but it will usually be the most economical in the long run as business needs grow and change<br />Reliable service and support<br /> The ability to access affordable service and support is critical. It is easier to support an integrated ERP environment than a collection of different applications<br />
  6. 6. ERP in general<br />Why Microsoft Dynamics?<br />Difficulties<br />Suite of ERP applications can be matched to specific business needs<br />Offers complete solutions, including all functionality necessary to run customers businesses<br />Is completely compatible with the familiar, easy to learn and use Microsoft® productivity suite and tools<br />Is fully customizable and able to integrate and interface with multiple systems<br />Enables fast, ‘cookie cutter’ implementations across multiple sites or for a single instance serving multiple sites<br />Supports integrated business visibility across the entire business and throughout the extended supply chain<br />Lower licensing costs<br />Backed by Microsoft <br />Lower overall total-cost-of-ownership (for all the reasons mentioned above)<br />Company is using spreadsheets and home-grown applications or old systems to manage its operations<br />Pain – Lack of flexibility, difficult to pull out useful reports, becoming expensive to maintain, may be crashing often<br />Company is using multiple applications for their systems<br />Pain – Lack of coordination between applications – financial application not linked to manufacturing, inventory or purchasing<br />Company is finding that its existing ERP system is too expensive for use at its subsidiaries or operating divisions<br />Pain - A single year maintenance fees on Oracle or SAP can equal the entire Microsoft® Dynamics NAVimplementation<br />
  7. 7. Evolution of Microsoft Dynamics NAV<br />(1985 – 1990)<br />PC Plus, Navigator 1, Navigator 2 <br />
  8. 8. Evolution of Microsoft Dynamics NAV<br />(1990 – 1994)<br />Navision 3.0 thru Navision 3.56 (8 sub-versions) <br />
  9. 9. Evolution of Microsoft Dynamics NAV<br />(1995 – 2000)<br />Navision Financials 1.1 thru 2.65 (11 sub-versions) <br />
  10. 10. Evolution of Microsoft Dynamics NAV<br />(2001 – 2003)<br />Navision Attain 3.01 thru 3.6B (5 sub-versions) <br />
  11. 11. Evolution of Microsoft Dynamics NAV<br />(2003 – 2005)<br />Microsoft Business Solutions 3.70 thru 4.0 (4 sub-versions) <br />
  12. 12. Evolution of Microsoft Dynamics NAV<br />(2005 – 2008)<br />Microsoft Dynamics NAV 4.0 thru 5.0 SP1 (5 sub-versions)<br />
  13. 13. Evolution of Microsoft Dynamics NAV<br />(2009 – 2011)<br />Microsoft Dynamics NAV 2009 thru 2009 R2 (2 sub-versions)<br />
  14. 14. Microsoft Dynamics NAV Roadmap<br />NAV “9”<br />Continued innovation targeted at mid-market with particular focus on:<br />Simplicity<br />Productivity<br />Dynamics User Experience Leadership<br />Microsoft technology<br />Rapid Time-to-Value<br />NAV “8”<br />NAV “7”<br />Compelling Business Functionality<br />More Users, More Productive<br />More Software + Services<br />RoleTailored .NET Programming Environment w/in NAV<br />Full .NET Runtime<br />NAV 2009 R2<br />Application enhancements<br />SharePoint User<br />Client Richness<br />Page Design/Debug<br />Improved Reporting<br />Office 2010<br />Online Services<br />Integration to Microsoft Dynamics CRM<br />Online Payments Service<br />RoleTailored Client access for hosted, remote and roaming users<br />Windows 7 UX<br />Business Data Visualizations<br />MAJOR RELEASES<br />Q4 2010<br />2011-2012<br />2016-2017<br />2013-2014<br />SERVICE PACKS/MINOR RELEASES<br />AdditionalSP’s RTM<br />AdditionalSP’s RTM<br />AdditionalSP’s RTM<br />
  15. 15. Challenging Business Environment<br />Complex supply chains<br />Shortage of skilled workers<br />Need for continuous innovation<br />Globalization<br />Aging <br />asset infrastructure<br />Stiff Competition<br />Rising energy and feedstock costs<br />Increasing<br />regulations<br />Companies need to become increasingly agile<br />
  16. 16. Semiconductor<br />OEMs<br />HQ<br />Component<br />Suppliers<br />Resellers<br />Individual<br />Businesses<br />Factories<br />Contract<br />Manufacturers<br />Retailers<br />Direct<br />Distributors<br />Plant<br />Warehouses<br />Simplicity of the Past<br />
  17. 17. Semiconductor<br />OEMs<br />HQ<br />Component<br />Suppliers<br />Resellers<br />Individual<br />Businesses<br />Factories<br />Contract<br />Manufacturers<br />Retailers<br />Direct<br />Distributors<br />Plant<br />Warehouses<br />Today’s Complexity – Collaboration at all levels<br />Demand Planning fed by Consumer Demand<br />
  18. 18. Key Business Issues<br />Optimize operating and feedstock costs<br />Match supply to demand<br />Improve plant utilization<br />Focus on innovation processes<br />Integrate demand and supply chains<br />Plan, manage, measure, report, and refine<br />Optimize portfolio planning and management<br />Monitor and maintain assets<br />Operate efficiently as a collaborative global business<br />Improve customer responsiveness and service<br />
  19. 19. Key Business Issues - Summary<br />Compliances<br />Flexible Payment Models, Warranties and Contracts<br />Improve Operations Efficiency<br />Growth strategies<br />Legacy technology<br />Pressure to reduce IT costs<br />Efficient Order Entry and Distribution <br />Integrated Demand Planning<br />Powerful Supplier Collaboration and Performance Management<br />Costly and inefficient distribution methods<br />Time to Market for new products or services<br />Productive People and Processes<br />Business Expansion<br />Understand Business Trends, Opportunities and Problems <br />
  20. 20. Microsoft Dynamics NAV can help !<br />Link People, Process and Information<br />Employees<br />Partners<br />Collaboration, labor tracking, human resources management<br />Concurrent engineering,<br />collaborative development, replenishment, process integration, logistics<br />Management<br />Customers<br />Profit visibility, improvement insight, strategic decision-making<br />CRM, orders, delivery, service, support<br />Operations<br />Cost control, process integration,<br />project management, inventory and order management, regulatory compliance<br />Service Providers<br />Integration, installation, training, warranties, after-sales components<br />
  21. 21. Finance<br />Operations<br />Sales and Marketing<br />PersonalProductivity<br />Business ProcessAutomation<br />21<br />
  22. 22. Finance<br />Operations<br />Sales and Marketing<br />Business ProcessAutomation<br />PersonalProductivity<br />22<br />
  23. 23. 23<br />
  24. 24. “It works just like Office.”<br />“I spend all day in Outlook.”<br />“All the information is at my fingertips.”<br />“Getting data in without logging in is a snap.”<br />24<br />
  25. 25. Overview of Microsoft Dynamics NAV<br />Microsoft Dynamics NAV is a business management solution for small and mid-sized organizations that rapidly adapts to the unique way you do business, enabling your people to be effective and your business to be competitive. <br />
  26. 26. Overview of Microsoft Dynamics NAV<br /><ul><li>Microsoft Dynamics NAVgives you thefreedom to focuson your business
  27. 27. Business growth
  28. 28. Data integration
  29. 29. Customizablesolutions</li></ul> REPORTING<br />& ANALYTICS<br /> E-<br />COMMERCE<br />SCM<br />CRM<br />FM<br />TECHNOLOGY<br />
  30. 30. Overview of Microsoft Dynamics NAV<br />Unique and Customized Implementation<br />Access to source code<br />Tools and support to build a successful business<br />Customer <br />need<br />Microsoft Certified <br />Dynamics Solutions <br />Partner<br />Customizationtools <br />Customized solution <br />
  31. 31. Overview of Microsoft Dynamics NAV<br />Key Strengths<br />Industries<br />Provides regionally relevant and industry-specific functionality with multi-language and multi-site capabilities<br />Enables partners around the world to build vertical and industry-specific solutions<br />Designed to work like other Microsoft solutions employees are familiar with <br />Quick and cost-effective installation using Rapid Implementation Methodology in Microsoft Dynamics Sure Step<br />C/SIDE development environment which enables customizations with a minimal disruption to business processes<br /><ul><li>Wholesale Distribution
  32. 32. Consumer Packaged Goods
  33. 33. Food & Beverage
  34. 34. Industrial
  35. 35. Manufacturing
  36. 36. Automotive
  37. 37. Chemical
  38. 38. Industrial Equipment
  39. 39. High Tech & Electronics
  40. 40. Life Sciences
  41. 41. Metal Fabricators
  42. 42. Food & Beverage
  43. 43. Consumer Packaged Goods
  44. 44. Professional Services
  45. 45. Construction
  46. 46. Education
  47. 47. Not-for-Profit</li></li></ul><li>Microsoft Dynamics NAV – Right ERP for your business<br />Single, Simple & Organization-wide solution<br /><ul><li>Real time access to critical financial, operations and customer data helps you in gaining better business insight for rapid, effective decision making
  48. 48. Drive productivity through real-time communications & collaboration between people / processes, irrespective of locations.
  49. 49. Reduce IT Costs – Extend ERP to new locations, integrate with legacy applications and customize easily.</li></li></ul><li>Microsoft Dynamics NAV – Right ERP for your business<br />More Productive People and Processes<br /><ul><li>Improve communication and collaboration throughout your organization by:
  50. 50. Providing accurate and accessible information
  51. 51. Expediting information-sharing across multiple sites and teams
  52. 52. Linking Microsoft Dynamics NAV records to relevant documents - MS Excel, SharePoint, etc.
  53. 53. Connecting multiple organizations
  54. 54. Work faster and smarter
  55. 55. Making faster, better-informed decisions
  56. 56. Getting up to speed faster
  57. 57. Using the tools they already know</li></li></ul><li>Microsoft Dynamics NAV – Right ERP for your business<br />Reduce IT Costs<br /><ul><li>Take charge of IT spending from implementation onward, by:
  58. 58. Streamlining Implementation
  59. 59. Simplifying Training
  60. 60. Easing the Customization effort
  61. 61. Simplifying and Streamlining Common IT Tasks
  62. 62. Integrate with Microsoft Technologies & Products</li></li></ul><li>Microsoft Dynamics NAV – Capabilities<br />SCM & Collaboration<br />Business Intelligence<br />Project Management<br />Financial Accounting & Compliance Management<br />Human Resources Management<br />Buy<br />Produce<br />Distribute<br />Market & Sell<br />Service<br />
  63. 63. Microsoft Dynamics NAV – Capabilities<br />Financial Management<br /><ul><li>General Ledger
  64. 64. Accounts Receivable
  65. 65. Accounts Payable
  66. 66. Inventory Costing
  67. 67. Analytical Accounting
  68. 68. Fixed Asset Management – from acquisition to disposal
  69. 69. Bank Reconciliations and Collections
  70. 70. Multiple Currencies
  71. 71. Budgeting & Allocations</li></li></ul><li>Microsoft Dynamics NAV – Capabilities<br />Financial software as a tool for growth<br />Collaboration <br />Platform <br />Automated Application <br />Integrated Application <br />Manual Accounting <br />Information Silos Automated Departmentally <br />Internal Integration Across Finance, Sales and Distribution<br />Internal and External Collaborative Business Processes<br />Increased Business Productivity<br />Disconnected and Labor Intensive Processes<br />Low Visibility <br />High Visibility<br />
  72. 72. Microsoft Dynamics NAV – Capabilities<br />Financial Management<br />Analysis Matrix Report<br />Trial Balance Report<br />Chart of Accounts<br />Fixed Assets<br />
  73. 73. Microsoft Dynamics NAV – Capabilities<br />Supply Chain Management<br /><ul><li>Manage single-site or multi-site warehouses
  74. 74. Reduce Inventory and Distribution Costs
  75. 75. Multiple planning options and tracking of utilization and materials costs
  76. 76. Respond quickly to shipment delays, order changes and low inventory</li></ul>Purchasing<br /><ul><li>Vendor, Vendor-Items
  77. 77. Invoicing
  78. 78. Order Management
  79. 79. Discounts
  80. 80. Pricing
  81. 81. Taxes
  82. 82. Order Promising
  83. 83. Payables
  84. 84. Purchase Returns
  85. 85. Order Planning</li></ul>Sales<br /><ul><li>Customer, Customer-Items
  86. 86. Invoicing
  87. 87. Order Management
  88. 88. Discounts
  89. 89. Pricing
  90. 90. Taxes
  91. 91. Order Promising
  92. 92. Receivables
  93. 93. Sales Returns</li></ul>Inventory<br /><ul><li>Items
  94. 94. Stock Locations
  95. 95. SKUs
  96. 96. Location Transfers
  97. 97. Item Substitutes
  98. 98. Item Budgets, Charges
  99. 99. Warehouse Receipt
  100. 100. Warehouse Shipments
  101. 101. Item Costing
  102. 102. Inventory Picks & Put-aways</li></li></ul><li>Microsoft Dynamics NAV – Capabilities<br />Supply Chain Management<br />Packing List Report<br />Vendor List<br />Sales Order<br />Order Planning<br />Standard Cost Worksheet<br />Customer Card<br />
  103. 103. Microsoft Dynamics NAV – Capabilities<br />Manufacturing<br /><ul><li>Production Order
  104. 104. Production Bill of Materials
  105. 105. Process Routings
  106. 106. Capacity Planning
  107. 107. Production Scheduling
  108. 108. Machine Centres
  109. 109. Agile Manufacturing
  110. 110. Version Management
  111. 111. Supply Planning</li></li></ul><li>Microsoft Dynamics NAV – Capabilities<br />Manufacturing<br />Routing<br />Production BOM<br />Planning Worksheet<br />Production Schedule<br />
  112. 112. Microsoft Dynamics NAV – Capabilities<br />Sales, Marketing & Service Management<br /><ul><li>Budget & Track Parts Consumption
  113. 113. Manage Campaigns
  114. 114. Manage Contacts
  115. 115. Interaction / Document Management
  116. 116. Job Queue
  117. 117. Microsoft Outlook Integration
  118. 118. Opportunity Management
  119. 119. Planning & Dispatching
  120. 120. Task Management
  121. 121. Services – Contracts, Items, Orders, Price</li></li></ul><li>Microsoft Dynamics NAV – Capabilities<br />Sales, Marketing & Service Management<br />Sales People & Teams<br />To –Dos & Opportunities<br />Marketing Campaigns<br />Service Dispatch Board<br />Sales Cycle – Analysis Report<br />Service Tasks<br />
  122. 122. Microsoft Dynamics NAV – Capabilities<br />Project Management<br /><ul><li>Resource Management – Manage resources and resource groups and track utilization
  123. 123. Capacity Management – Plan capacities and predict availability
  124. 124. Project Costs – Manage project costs efficiently by tracking resource expenses and usage
  125. 125. Jobs – Setup and Track multiple jobs</li></li></ul><li>Microsoft Dynamics NAV – Capabilities<br />Project Management<br />Resources & Resource Groups<br />Resource Capacity Matrix<br />Resource Journal<br />Jobs<br />Job Tasks<br />Job Actual to Budget Report<br />
  126. 126. Improving organizationsby providing business insights to all employees leads to better, faster, more relevant decisions<br />Microsoft Dynamics NAV – Capabilities<br />Business Intelligence<br />Pervasive business performance<br />Complete and integrated business intelligence solution<br />Widespread delivery of insight through Microsoft® Office solutions<br />Affordable economics for enterprise needs<br />
  127. 127. Microsoft Dynamics NAV – Capabilities<br />Business Intelligence<br /><ul><li>Deliver decision-driving information that works the way your people do
  128. 128. Fuel productivity with access to relevant information and collaboration tools
  129. 129. Integrate other Microsoft business intelligence tools
  130. 130. Boost performance with Microsoft SQL Server technologies
  131. 131. Drive success at a low total cost of ownership</li></li></ul><li>Microsoft Dynamics NAV – Capabilities<br />Business Intelligence<br /><ul><li>Sort and filter data; drill down to details
  132. 132. Monitor critical events
  133. 133. Track and analyze budget to actual figures
  134. 134. Built-in account schedules
  135. 135. Analysis reports
  136. 136. Analysis by dimensions
  137. 137. Provide contextual views of key information
  138. 138. Use standard and customized reporting</li></li></ul><li>Microsoft Dynamics NAV – Capabilities<br />Business Intelligence<br />Business Analytics<br />Analysis by Dimension Matrix<br />Inventory – G/L Reconciliation Matrix<br />Revenue – Analysis by Dimension<br />
  139. 139. Microsoft Dynamics NAV – Business Ready Licensing<br />
  140. 140. Value of Microsoft Dynamics NAV<br />What our customers say<br />GreaterCONTROL<br />IncreasingMARGIN<br />Enhance yourCASHposition<br />DriveGROWTH<br />GreaterCONTROL<br />IncreasingMARGIN<br />Enhance yourCASHposition<br />DriveGROWTH<br />
  141. 141. Value of Microsoft Dynamics NAV<br />
  142. 142. Value of Microsoft Dynamics NAV<br />Simplicity<br />_____<br />Productivity<br />_____<br />User Experience Leadership<br />Microsoft Technology<br />_____<br />_____<br />Rapid Time-to-Value<br />
  143. 143. Value of Microsoft Dynamics NAV<br />Value Proposition<br />Bank Reconciliation<br />Multiple Interest Rates<br />Cash Flow<br />Microsoft product integration<br />Role-Tailored administration<br />Improved Cloud Extensibility<br />64-bit Server<br />Compelling Application Functionality<br />The SharePoint / 3rd Party Web Client<br />User Experience Improvements<br />Visualizations and KPIs<br />More Users, More Productive<br />Software + Services<br />Rapid Time-to-Value<br />
  144. 144. Microsoft Dynamics NAV – Capabilities<br />Quality Control – customized functionality<br /><ul><li>Skip Lot feature for “Vendor-Item” combination
  145. 145. Define Quality Control specification for each Skip Lot level
  146. 146. Item Level Lot and Serial Traceability
  147. 147. Establish quality checks for incoming, work-in-process and finished materials
  148. 148. Establish complete inspection procedures for all items
  149. 149. Define inspection points during the production stages (Routing)
  150. 150. Collect Data of production items – passed, scrapped, re-worked
  151. 151. Enforce strict inventory movement control at receiving , shop-floor and shipping
  152. 152. Attach specification documents with defined Quality measures
  153. 153. Monitor vendor quality and delivery metrics</li></li></ul><li>Microsoft Dynamics NAV – Capabilities<br />Quality Control – customized functionality<br />Vendor-Item Skip Lot<br />Quality Measures for 12V 26Ah Neg. Plate<br />Quality Measures Master list<br />QC- Order<br />QC- Order…continued<br />
  154. 154. thank you<br />