The document presents an overview of Microsoft Dynamics NAV clients including SharePoint and web clients, emphasizing their integration and usability for various user scenarios. It highlights the advantages of each client type, including ease of access, limited user licensing, and deployment features that enhance business productivity. Additionally, the content outlines customer and project portal solutions for different user roles within organizations.

1. Extending
the Reach of
NAV
NAV SharePoint and Web client

2. Our Agenda
Client Positioning
SharePoint use scenarios
SharePoint Client
Web Client
Cloud Based

3. Your presenter/s
Adriaan Rootman Derek Lamb
Senior Dynamics Developer ERP Solution Specialist
 Based in Perth  Based in Auckland
 Relocated Safa  Relocated Cantab
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4. Client Positioning

5. Clients in Microsoft Dynamics NAV 2013
Clients for your needs – The choice is yours
All based on the same code baseInvestment
Windows Client Web Client SharePoint Client
Light or Occasional ERP
Core ERP User ERP User Users or Microsoft
SharePoint Users
or External users
Microsoft Dynamics NAV Portal
Full Microsoft Dynamics framework for Microsoft
Full Microsoft Dynamics NAV application in a SharePoint
NAV application web browser Self Service Applications
and Collaboration
Anywhere access through Enhanced Business
Richness, Vividness & multiple devices with No Productivity through
User productivity client installation Microsoft SharePoint
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6. Web Client
Out of the box zero footprint client
Solution Usage
 Microsoft Dynamics NAV Pages and Reports shown in a  One-click into Microsoft Dynamics NAV
web browser  Simplicity
 The Web Client is a lighter version of Microsoft Dynamics NAV  Cannot change the language,
in a web browser company, or work date
 Microsoft Dynamics NAV business logic in a web browser  No special training required
 Limitations compared to the full Windows Client  No Departments, NavigatePage
 Zero Deployment  Give users new ways of accessing
 Functional support for multiple browsers on different devices relevant data and information in
 Realize more value from your technology investments Microsoft Dynamics NAV
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7. SharePoint Framework
Framework to integrate into existing SharePoint environment
Integration into Themes &
Solution
Microsoft SharePoint Branding
 Microsoft Dynamics NAV  Take advantage of the business  Microsoft SharePoint
Web Parts on Microsoft productivity benefits in Microsoft Visualizations and
SharePoint SharePoint Stylesheets
 Microsoft Dynamics NAV  Microsoft SharePoint  Capitalize on Branding
Pages in Microsoft Workflows Investments
SharePoint Web Parts  Microsoft SharePoint Search
Connected to other parts through Business
 Microsoft Dynamics NAV Connectivity Services
business logic on Microsoft  Microsoft SharePoint
SharePoint Workspace
 Microsoft SharePoint
authentication and scalability
 Microsoft SharePoint Extranet
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8. • Concurrent user
• Windows/SharePoint/Web client
• Full functionality
• Concurrent user
• Windows/SharePoint/Web client
• Read + timesheet + write to 3
tables
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10. SharePoint client
scenarios

11. Customer Portal
For a distribution company with remote salespeople
Derek is the Salesperson for Intergen who will be mobile,
want to place orders, review contact information and see
updated delivery information.
Bakkes is the customer who wants to be able to place
orders online, review his invoices, see updated delivery
information.
Ali is the AR manager who will approve Sales Orders,
manage shipping schedules and Invoicing.
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12. Customer Portal
Users, Licenses and Solutions
Solution NAV Client License
Core ERP User Web Client Limited User
SharePoint Client External User
SharePoint Customer
Portal (No License required)
Richness, Vividness & Windows Client Full License
User productivity
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13. Customer Portal
Demo

14. Project Portal
A distributed professional services organisation
Joost is the Project Manager for Intergen he needs to create
new project portals, update documents, review and modify
budgets and approve timesheets.
Piri is a consultant for Intergen needing to view tasks budget
information, review and modify documents and enter
timesheets.
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15. Project Information
Users, Licenses and Solutions
Solution NAV Client License
SharePoint Project Portal SharePoint Client Full User
SharePoint Client Limited User
SharePoint Project Portal
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16. Project Portal Demo

17. Employee Portal
Will allow us to suggest the best product
■ Leave Requests: SharePoint based workflow
■ Employee Expenses: NAV Expense entry and approval
■ Timesheets: Dynamics NAV Timesheets and Approvals .
■ My Site: Standard SharePoint capability
■ Purchase Approvals: Automated financial delegated
authority
■ Distributed Budgeting: Collaborative budgeting
process using Dynamics NAV Budgeting
■ Departmental Reporting: Combination of Dynamics
NAV reports and SharePoint BI
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18. Vendor Portal
Form closer relationships with suppliers
■ Production Forecasts: Collaborating to improve supply
chain
■ Catalogue update: Upload of product catalogue using
standard SharePoint document management
■ Invoice & Payment information: Real time payment
information .
■ Vendor performance: Scorecard of Vendor performance
utilising BI functionality.
■ Quote management: Allow Vendors to enter Purchase
Quotes directly into NAV.
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19. 2013 light clients extend reach of NAV
In Summary…
■ Web Client is out of the box
■ SharePoint Framework integrates as web parts
■ Single code source for all three clients
■ Customers don’t need a license to access
■ When combined with limited user licensing
provides cost effective solution
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20. Any questions?

21. Do you want to
know more?
Find me in the
Experience Lounge
at the end of this
presentation.

22. Thank you
barry.barryson@intergen.co.nz

24. Page with full
picture and
some text

25. Page with two pictures and heading

26. Intergen structure

28. Icons
Example of icon usage
Shopping carts People with ties Graphs Australia
67% 74% 24% 84%
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29. Section Heading

30. 2 Column Page
Columns for lots of info
List Heading {Segoe UI Semi bold 14 pt.} List Heading {Segoe UI Semi bold 14 pt.}
 Less Can Be More: Difficult to do at  ‘Thank You’/’Question’ slides: These
times, but your audience may not always have been provided. Please use these
appreciate a lot of text. as-is to be consistent
 Charts and Images: Where possible,  Customer Slides: Print or save these as
please ensure charts and images don’t PDF files to maintain the look and feel
cover the slide’s title or the “line” across of the presentation
the bottom.
 Colours: Try to stick to the standard
Intergen colour palette.
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31. Table Page
Simple colour scheme (black, yellow and grey)
Column Title Column Title Column Title Column Title
Column 1 Column 2 Column 3 Column 4
Column 1
Column 2 Column 3 Column 4
Column 1
Column 2 Column 3 Column 4
Column 1
Column 2 Column 3 Column 4
Column 1 Column 2 Column 3 Column 4
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32. Colour range increased for charts
7
6
5
Series 1
4 Series 2
Series 3
3 Series 4
Series 5
2
Series 6
1
0
Category 1 Category 2 Category 3 Category 4
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33. Sub Section
Title with image
on the right
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34. “Intergen are the experts and
a pleasure to deal with. They
make me look good”
Client Name – Position and Title