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.

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New to NAV? Top 10
Things You Need to Know
# A L L I A N C E 2 0 1 7

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INGA BAGRINCEVE
SENIOR APPLICATION CONSULTANT
JOINED SPARKROCK IN SEPTEMBER 2016

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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

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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

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The Long Way
A BIT OF NAV HISTORY

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A 110 000
How many companies use
Microsoft Dynamics NAV
B 240 000
C 47 000
D 95 000

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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

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ROLE CENTRES

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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

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MS Dynamics NAV Clients
W i n d o w s
W E B
P h o n e

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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

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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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NAV vs WebApps
END USERS
WebApps / Employee
BACK – OFFICE USERS

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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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Q U E S T I O N S
&
A N S W E R S

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