Dave Roys and Derek Lamb - Home | Intergen
Transcript of Dave Roys and Derek Lamb - Home | Intergen
Dave Roys and Derek Lamb 10 August 2011
NAV Update and Roadmap
NAV Update & Roadmap
Dynamics NAV Roadmap
2009 R2 features
New reporting/Budgeting features
Questions
Agenda
NAV Roadmap
NAV Update & Roadmap
SERVICE PACKS / MINOR RELEASES
NAV 2009 R2
Integration to Microsoft Dynamics CRM
Online Payments Service
Role Tailored Client access for hosted, remote and roaming users
Windows 7 UX
Business Data Visualizations
NAV “7”
Application enhancements
SharePoint User
Client Richness
Page Design/Debug
Improved Reporting
Office 2010
Online Services
NAV “8”
Compelling Business Functionality
More Users, More Productive
More Software + Services
RoleTailored .NET Programming Environment w/in NAV
Full .NET Runtime
NAV “9”
Continued innovation targeted at mid-market with particular focus on:
Simplicity
Productivity
Dynamics User Experience Leadership
Microsoft technology
Rapid Time-to-Value
MAJOR RELEASES
Additional SP’s RTM
Additional SP’s RTM
Additional SP’s RTM
Q4 2010 2011-2012 2016-2017 2013-2014
Microsoft Dynamics NAV Roadmap
NAV Update & Roadmap
10. Improved Help and Documentation
NAV Update & Roadmap
9. Send to Word/Excel
NAV Update & Roadmap
8. Custom Controls
NAV Update & Roadmap
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).
NAV Update & Roadmap
6. Improved Reporting
New report definition tool allows better- looking reports with ability to use charts, colour and to save as Excel, or PDF.
NAV Update & Roadmap
5. Role Centre
NAV Update & Roadmap
4. Saved Views
NAV Update & Roadmap
3. Action Pane
NAV Update & Roadmap
2. Personalisation
NAV Update & Roadmap
1. Menu Search
NAV 2009 R2
NAV Update & Roadmap
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
NAV Update & Roadmap
CRM Connector
NAV Update & Roadmap
RoleTailored Client over Internet
Demo of R2 Features
What’s next?
NAV Update & Roadmap
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
NAV Update & Roadmap
Jet Reports
Microsoft Management Reporter
Microsoft Forecaster
Reporting/Budgeting options
Jet Reports
NAV Update & Roadmap
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 Reports
NAV Update & Roadmap
Jet Express Functionality
NAV Update & Roadmap
Jet Essentials
NAV Update & Roadmap
•Excel-Centric •Design Reports
•Use Excel-type Formulas •Run Reports
•Present information in a format which you understand
NAV Update & Roadmap
Free version has limited functionality
Users do require a good understanding of database
structures
Good option for limited IT team
Jet Reports solution thoughts
Management Reporter
NAV Update & Roadmap
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.
Technology Introduction
33
NAV Update & Roadmap
Management Reporter Road Map
•Dynamics NAV integration
•Richer report viewing experience
•Consolidate data from other General Ledgers
•More flexibility in report output types and locations where reports are stored, including SharePoint
•Scheduled reports
•Microsoft Dynamics AX integration
•Microsoft Dynamics SL integration
•With Dynamics SL release
•Currency translation in Microsoft Dynamics GP
•Microsoft Forecaster integration
•Strategic and operational budgeting/forecasting
•Budget reporting
•Migration from Forecaster
•Financial reporting enhancements
Management Reporter FP1 Management Reporter R2
2H CY2010 2H CY2011 2012+
Management Reporter V3
NAV Update & Roadmap
Management Reporter Report designer
NAV Update & Roadmap
Report Viewer
NAV Update & Roadmap
Current version has a tired look and feel
GL based only
Reporting Services better option
Solution thoughts
Microsoft Forecaster
NAV Update & Roadmap
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
Key Features
NAV Update & Roadmap
Forecaster Input Screen
NAV Update & Roadmap
Revenue Tab
NAV Update & Roadmap
HR Master screen
NAV Update & Roadmap
Workflow
NAV Update & Roadmap
Not licensed in Australasia for NAV
Requires purchase of AX License
Integration would be through Excel dumps
Dynamics NAV integration
NAV Update & Roadmap
Tier 2 Budgeting tool
Good for organisations who want distributed budgeting
Currently stand alone solution
Solution thoughts
Questions
Thank you