Microsoft dynamics navision 2009 r2

Presenter:

MindQuad Solutions Pvt. Ltd.

Ahmedabad, INDIA

The new way to do business

Monday, April 10, 2023

About MindQuad Solutions Pvt. Ltd.

Microsoft Dynamics Partner

Authorized Sales Partner for TALLY ERP

Products - Microsoft Dynamics NAV - Microsoft Dynamics CRM - AIMS – Advanced Institute Management System - BizPay – Enterprise Payroll Management - NAV|Lite – Web Client for Microsoft Dynamics NAV 2009

Competencies - ERP Implementation, Customization & User Training - Project Management - Business Intelligence solutions - Application Integration - Custom software development - Microsoft SharePoint Portals

People - Microsoft Certified Business Solutions Specialists – ERP Functional - Microsoft Certified Business Solutions Specialists – ERP Technical - Microsoft Certified Technology Specialists – Web Technologies - Microsoft Certified Technology Specialists – SharePoint Development - Microsoft Certified Professional Developer - ASP.net / C#

About Microsoft Dynamics NAV

More than 2700 Microsoft Certified ERP Partners

80.000 Customers World Wide. Over 1 million users.

#1 in the Microsoft Dynamics product family

More than 40 country localized versions

Sold in more than 130 countries

More than 1000 add-on solutions

About this presentation

ERP in generalEvolution of Microsoft Dynamics NAVMicrosoft Dynamics NAV RoadmapKey business Issues and Microsoft Dynamics NAVProductive People & Processes with Microsoft Dynamics NAVOverview of Microsoft Dynamics NAVCapabilities of Microsoft Dynamics NAVMicrosoft Dynamics NAV - Business Ready Licensing ModelValue of Microsoft Dynamics NAVCustomized Quality Control in Microsoft Dynamics NAV - example

ERP in general

OverviewOverviewWhat Is Enterprise Resource Planning (ERP)?The term “ERP” is now generally used to refer to an “enterprise view” of a business. In other words, it means leveraging IT applications to manage the operations and gain a view of a company as a connected single entity, as opposed to a collection of activity silos. The term “Business Applications Suite” includes ERP and Customer Relationship Management (CRM).

What are key ERP Application Traits?ERP applications address a business processesERP applications are modularERP applications are integratedERP applications extend a company's reach beyond its walls - to its suppliers, customers, and partnersAn entire ERP suite will address all areas (or the great majority) of a company's business functions

The advantages of an ERP Business Applications Suite, such as Microsoft® Dynamics NAV, include:

ScalabilityBusiness Applications Suites are designed to grow with the company. Unlike some stand-alone applications, they do not "top out" without defined transition paths to other solutions

FunctionalityAccess to the functionality required to run the business over time - at an affordable price point. It may not be the cheapest choice at first - but it will usually be the most economical in the long run as business needs grow and change

Reliable service and supportThe ability to access affordable service and support is critical. It is easier to support an integrated ERP environment than a collection of different applications

ERP in general

Company is using spreadsheets and home-grown applications or old systems to manage its operationsPain – Lack of flexibility, difficult to pull out useful reports, becoming expensive to maintain, may be crashing often

Company is using multiple applications for their systemsPain – Lack of coordination between applications – financial application not linked to manufacturing, inventory or purchasing

Company is finding that its existing ERP system is too expensive for use at its subsidiaries or operating divisionsPain - A single year maintenance fees on Oracle or SAP can equal the entire Microsoft® Dynamics NAV implementation

Suite of ERP applications can be matched to specific business needsOffers complete solutions, including all functionality necessary to run customers businessesIs completely compatible with the familiar, easy to learn and use Microsoft® productivity suite and toolsIs fully customizable and able to integrate and interface with multiple systemsEnables fast, ‘cookie cutter’ implementations across multiple sites or for a single instance serving multiple sitesSupports integrated business visibility across the entire business and throughout the extended supply chainLower licensing costsBacked by Microsoft Lower overall total-cost-of-ownership (for all the reasons mentioned above)

DifficultiesDifficultiesWhy Microsoft Dynamics?Why Microsoft Dynamics?

Evolution of Microsoft Dynamics NAV

PC Plus, Navigator 1, Navigator 2 (1985 – 1990)


Navision 3.0 thru Navision 3.56 (8 sub-versions) (1990 – 1994)


Navision Financials 1.1 thru 2.65 (11 sub-versions) (1995 – 2000)


Navision Attain 3.01 thru 3.6B (5 sub-versions) (2001 – 2003)


Microsoft Business Solutions 3.70 thru 4.0 (4 sub-versions)

(2003 – 2005)


Microsoft Dynamics NAV 4.0 thru 5.0 SP1 (5 sub-versions)(2005 – 2008)


Microsoft Dynamics NAV 2009 thru 2009 R2 (2 sub-versions)

(2009 – 2011)

Microsoft Dynamics NAV Roadmap

SERVICE PACKS/MINOR RELEASES

NAV 2009 R2

Integration to Microsoft Dynamics CRMOnline Payments ServiceRoleTailored Client access for hosted, remote and roaming usersWindows 7 UXBusiness Data Visualizations

NAV “7”

Application enhancementsSharePoint UserClient RichnessPage Design/DebugImproved ReportingOffice 2010Online Services

NAV “8”

Compelling Business FunctionalityMore Users, More ProductiveMore Software + ServicesRoleTailored .NET Programming Environment w/in NAVFull .NET Runtime

NAV “9”

Continued innovation targeted at mid-market with particular focus on:

SimplicityProductivityDynamics User Experience LeadershipMicrosoft technologyRapid Time-to-Value

MAJOR RELEASES

AdditionalSP’s RTM



Q4 2010 2011-2012 2016-20172013-2014

Challenging Business Environment

Globalization

Shortage of skilled

workers

Need for continuous innovation

Stiff Competition

Rising energy and feedstock

costsIncreasing

regulations

Aging asset

infrastructure

Complex supply chains

Companies need to become increasingly agile

Simplicity of the Past

Factories

PlantWarehouses

HQComponentSuppliers

ContractManufacturers

SemiconductorOEMs

Distributors Retailers

Resellers

Direct

IndividualBusinesses

Today’s Complexity – Collaboration at all levels

Factories

PlantWarehouses

HQComponentSuppliers

ContractManufacturers

SemiconductorOEMs

Distributors Retailers

Resellers

Direct

IndividualBusinesses

Demand Planning fed by Consumer Demand

Key Business Issues

Match supply to demand

Optimize portfolio planning and management

Optimize operating and feedstock costs

Improve plant

utilization

Monitor and maintain

assets

Improve customer responsiveness and service

Focus on innovation processes

Plan, manage, measure, report, and refine

Integrate demand and supply chains

Operate efficiently as a collaborative global business

Key Business Issues - Summary

CompliancesFlexible Payment Models, Warranties and ContractsImprove Operations EfficiencyGrowth strategiesLegacy technologyPressure to reduce IT costsEfficient Order Entry and Distribution Integrated Demand PlanningPowerful Supplier Collaboration and Performance ManagementCostly and inefficient distribution methodsTime to Market for new products or servicesProductive People and ProcessesBusiness ExpansionUnderstand Business Trends, Opportunities and Problems

Microsoft Dynamics NAV can help !

EmployeesCollaboration, labor tracking, human

resources management

Partners

Cost control, process integration,project management, inventory

and order management, regulatory compliance

Service ProvidersIntegration, installation, training,

warranties, after-sales components

Operations

CustomersCRM, orders, delivery,

service, support

Profit visibility, improvement insight, strategic decision-

making

Management

Concurrent engineering,collaborative development,

replenishment, process integration, logistics

Link People, Process and Information

21

PersonalProductivity

Finance

Operations

Sales and Marketing

Business ProcessAutomation

22

Finance

Operations

Sales and Marketing

PersonalProductivity

Business Process

Automation

24

“I spend all day in Outlook.”

“All the information is at my fingertips.”

“It works just like Office.”

“Getting data in without logging in is a snap.”

Overview of Microsoft Dynamics NAV

Microsoft Dynamics NAV is a business management solution for small and mid-sized organizations that rapidly adapts to the unique way you do business, enabling your people to be effective and your business to be competitive.


• Microsoft Dynamics NAVgives you thefreedom to focuson your business

• Business growth• Data integration • Customizable

solutions


Unique and Customized Implementation

Tools and support to build a successful business

Access to source code

Customer need

Microsoft Certified Dynamics Solutions

Partner

Customizationtools

Customized solution


Wholesale Distribution

Consumer Packaged Goods

Food & Beverage

Industrial

Manufacturing Automotive

Chemical

Industrial Equipment

High Tech & Electronics

Life Sciences

Metal Fabricators

Food & Beverage

Consumer Packaged Goods

Professional Services Construction

Education

Not-for-Profit

Key Strengths IndustriesProvides regionally relevant and industry-specific functionality with multi-language and multi-site capabilitiesEnables partners around the world to build vertical and industry-specific solutionsDesigned to work like other Microsoft solutions employees are familiar with Quick and cost-effective installation using Rapid Implementation Methodology in Microsoft Dynamics Sure StepC/SIDE development environment which enables customizations with a minimal disruption to business processes

Microsoft Dynamics NAV – Right ERP for your business

• Real time access to critical financial, operations and customer data helps you in gaining better business insight for rapid, effective decision making

• Drive productivity through real-time communications & collaboration between people / processes, irrespective of locations.

• Reduce IT Costs – Extend ERP to new locations, integrate with legacy applications and customize easily.

Single, Simple & Organization-wide solution


• Improve communication and collaboration throughout your organization by: Providing accurate and accessible information Expediting information-sharing across multiple sites and teams Linking Microsoft Dynamics NAV records to relevant documents - MS Excel, SharePoint, etc. Connecting multiple organizations

• Work faster and smarter Making faster, better-informed decisions Getting up to speed faster Using the tools they already know

More Productive People and Processes


• Take charge of IT spending from implementation onward, by: Streamlining Implementation Simplifying Training Easing the Customization effort Simplifying and Streamlining Common IT Tasks Integrate with Microsoft Technologies & Products

Reduce IT Costs

Microsoft Dynamics NAV – Capabilities

Buy Produce Distribute Market & Sell Service

SCM & Collaboration Business Intelligence

Project Management Financial Accounting & Compliance Management

Human Resources Management


Financial Management

• General Ledger• Accounts Receivable • Accounts Payable• Inventory Costing• Analytical Accounting• Fixed Asset Management – from acquisition to disposal

• Bank Reconciliations and Collections• Multiple Currencies• Budgeting & Allocations


Low Visibility High Visibility

Manual Accounting

Disconnected and Labor Intensive Processes

Automated Application

Information Silos

Automated Departmentall

y

Integrated Application

Internal Integration

Across Finance, Sales

and Distribution

Collaboration

Platform Internal and

External Collaborative

Business Processes

Incr

ease

d B

usi

ness

Pro

duct

ivit

y

Financial software as a tool for growth


Financial Management

Chart of AccountsFixed Assets

Trial Balance ReportAnalysis Matrix Report


Supply Chain Management

• Manage single-site or multi-site warehouses• Reduce Inventory and Distribution Costs• Multiple planning options and tracking of utilization and materials costs• Respond quickly to shipment delays, order changes and low inventory

Sales• Customer, Customer-Items• Invoicing• Order Management• Discounts• Pricing• Taxes• Order Promising• Receivables• Sales Returns

Purchasing• Vendor, Vendor-Items• Invoicing• Order Management• Discounts• Pricing• Taxes• Order Promising• Payables• Purchase Returns• Order Planning

Inventory• Items• Stock Locations• SKUs• Location Transfers• Item Substitutes• Item Budgets, Charges• Warehouse Receipt• Warehouse Shipments• Item Costing• Inventory Picks & Put-aways


Supply Chain Management Customer CardVendor ListSales OrderOrder PlanningStandard Cost WorksheetPacking List Report


Manufacturing

• Production Order• Production Bill of Materials• Process Routings• Capacity Planning• Production Scheduling• Machine Centres• Agile Manufacturing• Version Management• Supply Planning


Manufacturing Production BOMRoutingPlanning WorksheetProduction Schedule


Sales, Marketing & Service Management

• Budget & Track Parts Consumption• Manage Campaigns• Manage Contacts• Interaction / Document Management• Job Queue• Microsoft Outlook Integration• Opportunity Management• Planning & Dispatching• Task Management• Services – Contracts, Items, Orders, Price


Sales, Marketing & Service ManagementSales People & TeamsTo –Dos & OpportunitiesMarketing CampaignsSales Cycle – Analysis ReportService TasksService Dispatch Board


Project Management

• Resource Management – Manage resources and resource groups and track utilization

• Capacity Management – Plan capacities and predict availability• Project Costs – Manage project costs efficiently by tracking resource expenses and

usage• Jobs – Setup and Track multiple jobs


Project Management Resources & Resource GroupsResource Capacity MatrixResource JournalJobsJob TasksJob Actual to Budget Report


Business Intelligence

Improving organizationsby providing business insights to all employees leads to better, faster, more relevant decisions

Pervasive business performanceComplete and integrated business intelligence solutionWidespread delivery of insight through Microsoft® Office solutionsAffordable economics for enterprise needs



• Deliver decision-driving information that works the way your people do

• Fuel productivity with access to relevant information and collaboration tools

• Integrate other Microsoft business intelligence tools

• Boost performance with Microsoft SQL Server technologies

• Drive success at a low total cost of ownership



• Sort and filter data; drill down to details • Monitor critical events• Track and analyze budget to actual figures

• Built-in account schedules• Analysis reports• Analysis by dimensions

• Provide contextual views of key information• Use standard and customized reporting


Business Intelligence Analysis by Dimension MatrixInventory – G/L Reconciliation MatrixRevenue – Analysis by DimensionBusiness Analytics

Microsoft Dynamics NAV – Business Ready Licensing

Value of Microsoft Dynamics NAV

What our customers say

Greater

CONTROL

IncreasingMARGIN

Enhance yourCASHposition

DriveGROWTH

Greater

CONTROL

IncreasingMARGIN

Enhance yourCASHposition

DriveGROWTH


_____

_____

Simplicity

Productivity

User Experience Leadership

Microsoft Technology

Rapid Time-to-Value

_____

_____


Value Proposition

Compelling Application Functionality

More Users, More Productive

Software + Services

Rapid Time-to-Value

Bank ReconciliationMultiple Interest RatesCash Flow

The SharePoint / 3rd Party Web ClientUser Experience ImprovementsVisualizations and KPIs

Improved Cloud Extensibility64-bit Server

Microsoft product integrationRole-Tailored administration


Quality Control – customized functionality

• Skip Lot feature for “Vendor-Item” combination• Define Quality Control specification for each Skip Lot level• Item Level Lot and Serial Traceability• Establish quality checks for incoming, work-in-process and finished materials• Establish complete inspection procedures for all items• Define inspection points during the production stages (Routing)• Collect Data of production items – passed, scrapped, re-worked• Enforce strict inventory movement control at receiving , shop-floor and shipping• Attach specification documents with defined Quality measures• Monitor vendor quality and delivery metrics


Quality Control – customized functionalityVendor-Item Skip LotQuality Measures for 12V 26Ah Neg. PlateQuality Measures Master listQC- OrderQC- Order…continued

thank you

Microsoft dynamics navision 2009 r2

Technology

Transcript of Microsoft dynamics navision 2009 r2