Dynamics Day '11 - NAV Update and Roadmap

NAV Update and Roadmap
Dave Roys and Derek Lamb
10 August 2011

NAV Update & Roadmap

Agenda
 Dynamics NAV Roadmap
 2009 R2 features
 New reporting/Budgeting features
 Questions


Microsoft Dynamics NAV Roadmap
NAV “9”
NAV “8” Continued innovation
targeted at mid-market
NAV “7” with particular focus on:
Compelling Business
NAV 2009 R2 Functionality
Application enhancements More Users, More Simplicity
Integration to Microsoft SharePoint User Productive Productivity
Dynamics CRM Client Richness More Software + Services Dynamics User
Online Payments Service RoleTailored .NET Experience Leadership
Page Design/Debug
Role Tailored Client access Programming Environment Microsoft technology
Improved Reporting
for hosted, remote and w/in NAV Rapid Time-to-Value
Office 2010
roaming users Full .NET Runtime
Online Services
Windows 7 UX
Business Data Visualizations

MAJOR RELEASES

Q4 2010 2011-2012 2013-2014 2016-2017
SERVICE PACKS / MINOR RELEASES

Additional Additional Additional
SP’s SP’s SP’s
RTM RTM RTM


10. Improved Help and Documentation


9. Send to Word/Excel


8. Custom Controls


7. Web Services

Easily create Web services that allow other
programs to extract data from NAV and run NAV
business logic, e.g.,
Interface programs.
Scheduled tasks.
Web-based clients (such as Stratus).


6. Improved Reporting

New report definition
tool allows better-
looking reports with
ability to use charts,
colour and to save as
Excel, or
PDF.


5. Role Centre


4. Saved Views


3. Action Pane


2. Personalisation


1. Menu Search


Key Features of NAV 2009 R2

 Out-of-the-box integration with CRM
 RoleTailored Client connecting over the internet
 Online Payments Services (USA and Canada)
 User experience enhancements for Windows 7
 Business Data Visualisations
 System Indicator
 Ability to call .NET code and other programmer tools


CRM Connector


RoleTailored Client over Internet


NAV ‘7’

 SharePoint client
 Better Office Interaction
 No more Classic Client Forms
 Better reporting
 More User Experience Enhancements
 Azure (NAV in the cloud)


Reporting/Budgeting options
 Jet Reports
 Microsoft Management Reporter
 Microsoft Forecaster


Jet Reports
 Excel based reporting solution.
 Jet Report Express for Microsoft Dynamics NAV will be
released in Q3 CY2011.
 Jet Report Express is only available for Microsoft
Dynamics NAV 2009 or later.
 Free for new or existing customers on current
enhancement plan.
 Microsoft Excel 2007 or later required.


Jet Express Functionality


Jet Essentials


•Excel-Centric

•Design Reports
•Use Excel-type Formulas

•Run Reports
•Present information in a format which you
understand


Jet Reports solution thoughts
 Free version has limited functionality
 Users do require a good understanding of database
structures
 Good option for limited IT team


Technology Introduction
 Management Reporter is both the Microsoft FRx replacement
product, as well as the foundation for which future Microsoft
Dynamics performance management functionality will be built
 Provides real-time financial reporting to achieve greater visibility
across the organization.
 Empowers decision makers with streamlined reporting that
doesn’t require IT assistance
 Direct Integration with Microsoft Dynamics ERP Solutions
 Build custom reports based on GL data.

33


Management Reporter Road Map
Management Reporter FP1 Management Reporter R2 Management Reporter V3

•Microsoft Dynamics AX •Dynamics NAV •Strategic and
integration integration operational
•Microsoft Dynamics SL •Richer report viewing budgeting/forecasting
integration experience •Budget reporting
•With Dynamics SL •Consolidate data from •Migration from
release other General Ledgers Forecaster
•Currency translation in •More flexibility in •Financial reporting
Microsoft Dynamics GP report output types enhancements
•Microsoft Forecaster and locations where
integration reports are stored,
including SharePoint
•Scheduled reports

2H CY2010 2H CY2011 2012+


Management Reporter Report designer


Report Viewer


Solution thoughts
 Current version has a tired look and feel
 GL based only
 Reporting Services better option


Key Features
 Tailored input screens
 Detailed Security
 Detailed budget planning for HR, Capex & Revenue
 Tracking of budget processes using Workflow
 Reporting capabilities of planning
 Copy plan features and top-down budget adjustments.
 Microsoft® Office Excel® integration


Forecaster Input Screen


Revenue Tab


HR Master screen


Workflow


Dynamics NAV integration
 Not licensed in Australasia for NAV
 Requires purchase of AX License
 Integration would be through Excel dumps


Solution thoughts
 Tier 2 Budgeting tool
 Good for organisations who want distributed budgeting
 Currently stand alone solution

Dynamics Day '11 - NAV Update and Roadmap

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