The document discusses the challenges faced by NAV consultants in designing reports with RDLC and Visual Studio, highlighting issues like time-consuming upgrades and customer dependency on developers. It introduces the Dox42 NAV Document Creator as a solution for creating customized documents using data from various sources, including NAV, SharePoint, and SQL databases. The document showcases several use cases, such as generating sales quotes, product catalogs, and automated PowerPoint presentations to enhance efficiency and flexibility in report generation.

2. Welcome to our session!
Michael Zettl Christian Bauer
General Manager CEO
Business Systemhaus AG dox42 GmbH
M.Zettl@bsh-ag.de Christian.Bauer@dox42.com
@MikeAtBSH @ChristianB42
michaelzettl bauer42

3. What RDLC and Visual Studio made of us…

4. „Hey, how much fun it is designing reports in RDLC!“
…you NEVER heard anybody say.

5.  Did you also already invest hours
to repair an „exploded“ layout?
 NAV-Reporting now is a highly
specialized skill in NAV-development
 Many NAV-consultants were
„kicked-out“ NAV-Report-Design
 Even some NAV-developers are
„out of the game“ today
 Customers mostly can‘t
design reports any more at all.
What RDLC and Visual Studio made of us

6.  Upgrading old reports is time-consuming and adds high costs to upgrade-projects
 High upgrade-costs make it more likely for customers to look for other ERP-solutions
 Customers over-estimate what they can do on their own (especially during an upgrade
project)
 Some customers just want to change reports themselves and want to stay flexible
 Are you eager on changing every single formatting during support-tickets for your
customers?
The risk of the new „reporting experience“

7. Is native Word-Layout the answer?
 No feature before NAV 2015
 Create & Test-process is no fun at all!
 No end-user-friendly dataset
 Changes in dataset still need a developer
 Word-layout will open preview in Word…
 Graphics & diagrams ????

8. Where‘s the difference – Word Layouting (extract)
Use Excel-Calculations and -Charts in Word
Manipulate & Transform Data with Visual Basic
Show Data from different NAV companies in one document
Embedd existing PDFs, Graphics, Text
Generate Barcodes (1-D, 2-D)
Use easily Frames and Word SmartArt
Change page orientation per page
Define different Header and Footer per page
Insert all graphic formats that Word can import
Print to different trays

9. Get out of your NAV Reporting depression!

10. Design Reports in MS Office

11. Integrate data from various sources
WebService
Database Custom
SharePoint
Office 365 & on prem
MS Dynamics
CRM, NAV, AX
(online & on prem)

12. A technical view on dox42 NAV Document Creator

13. The 4 ways to access NAV data with dox42 NAV Document Creator
Table-Data
NAV-Report-Dataset
Page/Query-OData
SQL

14. Live-Demo

15. Some real-world Use Cases

16. • You want to combine data from different data sources
in one document
 Item data from NAV
 Item graphics from SharePoint / Office 365
 Additional item information from
another SQL-database oder Webservice
 Embedd existing Word- and PDF-documents
with additonal data into one PDF
Create easily NAV-documents using data from external data sources!

17. • Attach additional Datasheets, Handbooks, Maintenance-Instructions to your documents
• Make use of data that is already there, but not yet in NAV!
Embed existing PDF- and Word-snippets in your NAV-Documents!

18.  Some NAV-Reports already have a lot of „magic“
in it that you don‘t want to rebuild
 Use the existing data an add data from other
external data sources
 Add wonderful Excel-graphics to your Word-
report-layout
Enrich existing NAV-Reports with Excel-graphics and external data

19.  Some documents have to be adapted manually to a special situation
• Like quotes that have to be adapted to every single situation „by hand“
• This documents are often not generated in NAV and cost a lot of effort for the customer
• Process
 You want to create a sales quote as Word-File,
 enrich this with graphics and text and
 finally send it as PDF attachement of an E-mail
Create documents that are highly adapted to the needs of the
receiving party

20.  Catalogue-Creation
• You want automatically create customer-specific product catalogues
• directly from your SharePoint Online / Office365-Portal
• include graphics and
• prices from different sources
Create product-catalogues – highly customized to your customer!

21.  Create Tickets and Vouchers
• Make use of 2-D Barcode
• Add pictures of people, company logos
• Add Cross-Sales information
• Include interactive Google-Maps with hyperlink
showing your route
• Add references from other WebServices like
event-information
Create Ticktes and Vouchers that fascinate people!

22.  Create a PowerPoint-presentation of your Sales-Team with graphics
• Load pictures of your Sales-People from SharePoint
• Load sales-data from NAV and put it into an Excel graphic
Automate PowerPoint-generation based on NAV data!

23.  Display KPIs/information on Info-Screens to your staff
 Show your employees important information they need to be productive and informed
Display KPIs on your Info-Screens with PowerPoint-automation

25. Thank You!
Himmelkronstr. 18 | 95445 Bayreuth | GERMANY
Telefon: +49 921 - 5950 | Telefax: + 49 921 - 59595
https://www.bsh-ag.de | info@bsh-ag.de
Vegagasse 5/2 | 1190 Vienna | AUSTRIA
http://www.dox42.com | info@dox42.com

26. Feature-Comparison

27. Where‘s the difference – General
Feature dox42 NAV Document Creator NAV Word-Design
Compatibility Starting with NAV 3 (SQL),
NAV2009 (no Report-DataSource), Full-Featured NAV2013+
NAV 2015 +
Microsoft Office-Design-Application Word, Excel, PowerPoint Word
Data Sources SQL, SharePoint, Office365, XML, EXCEL, ODATA, Dynamics
NAV/CRM/AX, Custom Data Sources, and more
NAV-Reports
Output formatting PDF, PDF/A, Word, Excel, PowerPoint, TXT, Graphics, XML,
HTML, and more
PDF, Word
Save-Options Open, File-System, Print, E-Mail, SharePoint/Office365-Library Open, File-System
Mobile  

28. Additional Ressources

29. YouTube-Videos
https://www.youtube.com/watch?v=CzqnS9xXG10 https://www.youtube.com/watch?v=ba4i_aB878s

30. Product-Landing-Page
https://www.bsh-ag.de/produkt/dynamics-
nav/module-fuer-dynamics-nav/dox42-nav-
document-creator-english/
http://www.dox42.com/Modules/dox42-
Dynamics-NAV

31. dox42 Landing-Page
http://www.dox42.com/