Ms Navision

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Lucija Granić

Dea Maćešić

MS NAVISION

Essay

University of Zagreb

Faculty of Economics and Business

Enterprise Information Systems

Zagreb, May 2015

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1 Table of Contents 2 INTRODUCTION ......................................................................................................................... 3 2.1 Essay Scope and Purpose ............................................................................................................... 3 2.2 Data Sources and Collection Methods ........................................................................................... 3 2.3 Essay Content and Structure ......................................................................................................... 3

3 DESCRIPTION .............................................................................................................................. 3 3.1 Short Description ........................................................................................................................... 3 3.2 Link to Software Homepage .......................................................................................................... 4 3.3 Software Screenshot ...................................................................................................................... 4

4 TECHNICAL REQUIREMENTS ................................................................................................. 5

5 DESCRIPTION .............................................................................................................................. 6 5.1 Software / Web Services Functions ............................................................................................... 7 5.2 Tutorial – how to use Software/Web Service ................................................................................ 7

6 SOFTWARE / WEB SERVICE HISTORY ............................................................................. 10

7 PROFILE CREATION OR SOFTWARE SETUP ................................................................... 11

8 COMPETITION ......................................................................................................................... 12

9 ADVANTAGES AND DISADVANTEGES .............................................................................. 13 9.1 Advantages .................................................................................................................................. 13 9.2 Disadvantages .............................................................................................................................. 14

10 SWOT ANALYSIS ................................................................................................................... 15

11 STARTING COST .................................................................................................................... 15

12 STATISTICS ............................................................................................................................. 16

13 SOFTWARE / WEB SERVICES UPGRADE ....................................................................... 17

14 CONCLUSION .......................................................................................................................... 17

15 LIST OF WEB LINKS ............................................................................................................. 17

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2 INTRODUCTION

2.1 Essay Scope and Purpose The purpose of this essay is to introduce MS Navision, an enterprise resource

planning software product from Microsoft, and to show various ways to use it in

everyday life. It will further explain definition that Microsoft Dynamics is an

essential tool for keeping processes, inventory, and people connected throughout

the entire sales and service cycles.

2.2 Data Sources and Collection Methods The data in this essay were collected from various online sources, such as the

official page of MS Navision, and various other pages. The sources can be found

at the end of this essay, under the chapter “Bibliography“.

2.3 Essay Content and Structure This essay is divides into 12 different chapters. It starts with the introduction,

where the topic is described briefly, then there is the most important information

about the topic, also there is history and usage description. In essay we can also

find some informations about SWOT analysis and the competition, as well as

advantages and disadvantages of our product. In the end of the essay there is

conclusion and list of references and sources.

3 DESCRIPTION

3.1 Short Description In this essay will be presented Microsoft Dynamics NAV, an enterprise resource

planning software product from Microsoft. It is a line of integrated, adaptable

business management solutions that enables you and your people to make

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business decisions with greater confidence. Microsoft Dynamics works like

familiar Microsoft software, such as Microsoft Office, which means less of a

learning curve for your people, so they can get up and running quickly and focus

on what’s most important.

The product is part of the Microsoft Dynamics family, and intended to assist with

finance, manufacturing, customer relationship management, and electronic

commerce for small and medium-‐sized enterprise and local subsidiaries of large

international Groups.

Value-‐added resellers (VAR)s can have full access to the business logic source

code. For modifications of the system, the proprietary programming language

C/AL is used.

3.2 Link to Software Homepage

https://www.microsoft.com/en-‐us/dynamics/erp-‐nav-‐overview.aspx

3.3 Software Screenshot

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4 TECHNICAL REQUIREMENTS Because it is from Microsoft, it easily works with the systems that your company

already has implemented. By automating and streamlining financial, customer

relationship, and supply chain processes, Microsoft Dynamics brings together people,

processes, and technologies, increasing the productivity and effectiveness of your

business, and helping you drive business success.

Microsoft Dynamics versions require the following software:

§ Microsoft Windows Server

§ A Microsoft Windows Server Active Directory infrastructure

§ An Internet Information Services (IIS) website

§ Claims-‐based security token service (required for Internet-‐facing

deployments)

§ Microsoft SQL Server 2012

§ Microsoft SQL Server 2012 Reporting Services

§ Microsoft Exchange Server or access to a POP3-‐compliant email server

§ SharePoint Server (required for document management)

§ Windows operating system when you use CRM for Outlook. Apple Mac, when

running Apple Safari, supported tablet, or mobile device.

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§ Supported web browser, such as later versions of Internet Explorer or the

latest versions of Apple Safari, Google Chrome and Mozilla Firefox

§ Microsoft Office Outlook

§ 8-‐GB RAM or more

§ 40 GB or more of available hard disk space

5 DESCRIPTION Microsoft Dynamics Online is a Microsoft-‐hosted solution that delivers the simplicity

and flexibility of cloud computing with powerful customer relationship management

(CRM) capabilities, and the familiarity of Microsoft Office. This document provides

business professionals with an overview of the capabilities of the Microsoft Dynamics

Online service.

Positive customer experience is an increasingly important ingredient for companies

to win and retain customers. Customer engagement by Microsoft Dynamics helps

companies deliver amazing customer experiences by building long-‐term customer

relationships that are personalized, proactive, and predictive across marketing, sales,

and service.

Microsoft Dynamics enables you to perform and automate many common business

tasks, including:

§ Easily access information about business records from one place.

§ Schedule activities, track them, and send e-‐mail.

§ Generate reports.

§ Manage marketing lists.

§ Track advertising and marketing campaigns.

§ Sort customer responses to your sales and marketing initiatives.

§ Keep detailed notes and an activity history for each business record.

§ Microsoft Dynamics CRM also can run from within Microsoft Office Outlook.

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5.1 Software / Web Services Functions

Microsoft's branding of its major business applications, which includes its CRM

software, ERP lines from Axapta, Navison, Great Plains Software and Solomon

Software and retail software. After the turn of the century, Microsoft acquired

several companies that made overlapping business applications. It attempted to

consolidate all of them into one programming environment, but wound up

keeping them separated.

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer

relationship management (CRM) software applications. Microsoft Dynamics

applications are delivered through a network of reselling partners who provide

specialized services. Very few installations are made without the aid, and cost, of

these resellers. In its 2013 update, the first since 2009, Microsoft removed many

capabilities of users to access features such as report-‐writing without the

intervention, and cost, of members of their approved reseller network.

Microsoft Dynamics comprises a group of enterprise-‐resource-‐planning products

primarily geared toward midsize organizations with simple corporate structures

and low-‐to-‐moderately complex production models.

5.2 Tutorial – how to use Software/Web Service

https://www.youtube.com/watch?v=Zw3_gfrVLo4

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1. Ribbon

The ribbon appears at the top of the screen and provides users with actions

related to the content on the screen. It is context sensitive, meaning it only

provides actions related to what you are doing. Therefore, the ribbon changes as

you move through the application, and it also changes depending on what is

selected.

2. Left Navigation

Both the Outlook client and the web client use the left side of the screen for

navigation. The left navigation is broken into sections, and underneath the

section headings, individual areas of the application are available for selection.

What appears on the left navigation is controlled by the access levels specified

under security roles, as well as the site map, both of which may be modified by

the system administrator.

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a.) Home Page

Being a web application, the web client has the concept of a home page. When

you access Microsoft Dynamics CRM, the home page is the default location that

appears. You can also return to the home by clicking the Home button on the left

navigation. Users can change their home page in personal options.

b) Recently Visited

For job roles that work with a short list of records, the Recently Visited helps

users short-‐cut to their common records and tasks.

3. Get Started Pane

Especially helpful for new users, the getting started pane helps connect what

you’re doing now with other features of the application you may need. It also

links you relevant content from the help system for features the current view.

The getting started pane is a good way for users to find out the basics of CRM and

how it was intended to be used out-‐of-‐the-‐box. The getting started pane can be

turned off for each individual user in personal options.

4. Grid Views

Whenever you are looking at list of data, it is always displayed it a grid view. The

grid views throughout Microsoft Dynamics CRM have common functionality,

including:

The ability to select one or more records to complete an action

The ability to sort, filter, and search the data

The ability to analyze the data with in-‐line charts

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Often when you are looking at a grid view in the web client, you have the option

to Set As Default so when you return to that area, that view appears first. Within

the Outlook client, similar functionality is provided with the ability to pin views.

5. Inline Charts

Though not visible by default, inline charts provide actionable information on the

data you are viewing. To see inline charts, click on the charts title bar on the far

right. Charts are interactive such that you can drill down into a chart to filter the

data in the grid view.

6 SOFTWARE / WEB SERVICE HISTORY As we know them today, Microsoft Dynamics ERP is a group of enterprise resource

planning (ERP) products. In 1984 Microsoft purchased Navision, which was the

beginning of ERP for Microsoft. At the time of the purchase, Navision was being used

in the United States and Europe. In the decade following Microsoft's acquisition of

Navision it began to take on the look and feel of true Microsoft product.

The evolution of the Microsoft Dynamics ERP family expanded to offer solutions for

enterprise level organizations in addition to its roots as a small and midsize business

product.

The off the shelf business solution grew to become one of the most relied upon

groups of products for the management of inventory, workflow, customer relations

and human resources. In addition to being a leader in ERP, the CRM functions have

grown in step with the product line and market demand. The integration of web

services and socially focused marketing work in time with the core data management

strategy of the original product. The development of Microsoft Dynamics ERP has

grown in its near 30-‐year history to include customized add-‐on solutions created by

third-‐party developers.

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The product itself has gone through several name changes over the time. Initially

"Navigator" was used in Denmark, although most Danish users knew it as "IBM-‐

Navigator", as IBM distributed the software. Internationally it was sold as "Navision",

except in the U.S., where it was called "Avista". The names "Navision Financials",

"Navision Solutions", "Navision Attain", "Microsoft Business Solutions -‐ Navision

Edition", and -‐ as of 2014 -‐ "Microsoft Dynamics NAV" (pronounced N-‐A-‐V, except in

the U.S. where most customers simply say "nav" -‐ short for "Navision") have all been

used to refer to this product.

7 PROFILE CREATION OR SOFTWARE SETUP

You use the Profile card to create unique profiles for end users. Each profile is

associated with a Role Center that can then be configured to suit the specific user

needs. Profiles are typically associated with job titles in a company.

To create a profile:

§ In the RoleTailored client, click Departments, click Administration, and then

click RoleTailored Client.

§ Click Profiles.

§ In the Action Pane, click New to open the New Profile Card window.

§ In the Profile ID field, enter an appropriate name that describes the intended

role of the user.

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§ In the Owner ID field, click the AssistEdit button to view all available logins,

and then select a Windows user login. For more information, see How to:

Create Users.

§ In the Description field, enter a description of the Profile ID, such as Order

Processor.

§ In the Role Center ID field, click the AssistEdit button to view all available Role

Centers. Select a Role Center.

§ To make this Role Center the default profile ID for all users, select the Default

Role Center check box.

§ Click OK to save your changes.

8 COMPETITION

If the company is Microsoft, it pursues other markets. Microsoft Dynamics develops

CRM (customer relationship management) and other software for corporate sales,

service, and marketing departments. Its products are geared for a range of additional

business functions such as enterprise resource planning (ERP), supply chain

management, and accounting. Industry-‐specific versions of its software are tailored

for clients in manufacturing, retail, professional services, and health care. Microsoft

Dynamics is part of the Microsoft Business Division, which also oversees the widely-‐

used Office suite of business applications.

Each competitor record in Microsoft Dynamics CRM can contain detailed information

about the competitor that includes a company profile, a SWOT analysis (Strengths,

Weaknesses, Opportunities, and Threats), and any relevant sales materials and

presentations. In addition, competitor articles can contain links to relevant

information in the marketing encyclopedia.

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Top competitors for Microsoft Dynamics are Oracle Corporation, The Sage Group Plc.,

and Sap Se.

9 ADVANTAGES AND DISADVANTEGES

9.1 Advantages

1. Business Inteligence and Integration

Business Intelligence is imperative to becoming a smart, connected,

collaborative organization. It uses various Microsoft programs such as

Microsoft Office Excel and Word that are familiar to users and users know

how to work with it. Web and clouding is enabled by integrating with

SharePoint and Windows Azure.

2. Lowed Starting Costs

The upfront investment may be a cost barrier to many businesses, especially

small and mid-‐sized organizations. Since no additional hardware is needed,

and payment is made monthly, businesses can save a huge initial cost. This is

a cost savings which can be reallocated to business operations and used to

fund business growth. Having no upfront investment in either hardware or

software allows Enterprise Software as a Service (SaaS) to relieve a company’s

financial situation and helps to enhance the cash flow.

3. Provides Flexibility and Stabiliy

Microsoft Dynamics Nav enables and provides flexibility and simplicity to business which increase the employees productivity. With application functionality and deeper integration with other Microsoft products, such as the Microsoft Office system, people can be equipped to work productively, make confident decisions, and drive business success.

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4. Global Availability

Through Internet, SaaS enables users to access Dynamics NAV anytime and anywhere. As long as there is Internet, businesses benefit from better business mobility and global availability, which lead to enhanced productivity and increased control of information.

5. Easy to Use and Upgrade Some businesses may lack education or IT staff that know how to operate MS NAV and some may feel likemaintenance of IT infrastructure is complex and time-‐consuming. However, as the provider hosts the software, they handle all the tasks, including server, server support, licensing, maintenance, data backups, and on-‐going IT support for you. Also, MS NAV is constantly working on new updates how they can improve themselves and to make new better features.

9.2 Disadvantages 1.Too Complex The Microsoft Dynamics NAV may be too complex measured against the actual needs of the customer. It maybe offers too much features and options that may confuse common user. 2. Too Rigid ERPs are often seen as too rigid and too difficult to adapt to the specific workflow and business process of some companies—this is cited as one of the main causes of their failure. 3. Limited Benefits Some large organizations may have multiple departments with separate, independent resources, missions, chains-‐of-‐command, etc, and consolidation into a single enterprise may yield limited benefits. 4. Problem of a Reliability Over Time Many of the integrated links need high accuracy in other applications to work effectively. A company can achieve minimum standards, then over time “dirty data” will reduce the reliability of some applications. 5. Not Clear BoundariesThe blurring of company boundaries can cause problems in accountability, lines of responsibility, and employee morale.

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10 SWOT ANALYSIS

STRENGTHS

It offers simplicity, ease of use,

implementation and maintenance,

adaptability and customization, low

starting costs

WEAKNESS

Too complex in some ways, boundaries are

not clear, problem of accuracy of data over

time

OPPORTUNITIES

Can benefit and work better from tighter

integration with other Microsoft products,

gives room from new updates and better

solutions to work better

THREATS

Main companies that are considered as

threats for Microsoft Dynamics NAV are

SAP and Oracle

11 STARTING COST Before you start working with cost accounting you need to perform following setup

tasks:

1) Create the chart of cost types.

2) Learn about the connection between the cost type and the general ledger account.

3) Create the chart of cost centers.

4) Create the chart of cost objects.

5) Set up rules for transferring the chart of cost types from the general ledger.

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You may also need to set up some individual sales prices for items. You do this in

the Sales Prices window, which you find by clicking Related Information, pointing to

Sales, and then clicking Prices on the item card.

In the Sales Prices window, you can specify the conditions that must be met before a

customer can be offered an individual unit price for a specific item when quotes,

orders, invoices, and credit memos are set up. For example, the conditions can

require that the customer is linked to a particular customer price group or the invoice

is in a particular currency. They can also contain a starting date and an ending date,

between which the sales price is valid, and they can contain a specific unit of

measure code. You can also define a combination of the conditions under which the

sales price applies. You can set up several sales prices for each item, but each must

have a different set of conditions.

Because a sales price is often a reduced price, you can specify in the Sales Price

window whether you also want the program to combine line and invoice discounts

when a sales price is offered.

When you enter an item on an invoice, for example, the program automatically looks

in the Sales Price table to see whether it contains a sales price for the item. If it does,

the program checks whether the starting date has arrived and the ending date has

not. If the conditions are met, the program will enter the sales price in the Unit Price

field on the invoice. If not, the program will use the basic unit price from the item

card.

12 STATISTICS Microsoft Dynamics NAV is the most popular ERP solution on the world with 110.000

customers all around the world. NAV is also Microsoft Dynamics solution with the

best growth in year.Microsoft Dynamics NAV increases its participation in Microsoft

Dynamics family from 46% to the 48%. People still trust and like NAV globally. The

last version was really excellent and we can expect more and more in following

version.

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It has more than 57,000 customers, more than 2,700 certified partners, more than

1,400 add-‐on solutions, more than 40 localized versions, is sold in more than 150

countries and has over 1 million licensed users.

13 SOFTWARE / WEB SERVICES UPGRADE As already said before Microsoft Dynamics NAV is an enterprise resource planning

(ERP) software suite for mid-‐sized organizations.

Microsoft Dynamics NAV deploys on the Windows operating system and Microsoft SQL Server, and is developed in the .NET framework, all of which are core Microsoft platform technologies. This offers customers a tightly integrated stack from infrastructure to application. The system is deployed on-‐site or hosted for an additional fee.

14 CONCLUSION The Dynamics CRM User Group (CRMUG) is the largest, user-‐led community for

companies using the software. It provides flexibility and simplicity to business which

increase the employees productivity.Demonstrates a continued commitment to

deepen the application fuctionality. Microsoft Dynamics Nav is growing rapidly and

provides solutions that are satisfying to small,midsized and large businesses that are

specialized in sales and distribution needs..

15 LIST OF WEB LINKS

http://www.resgroup.com/accounting-‐software-‐history-‐microsoft-‐dynamics-‐erp-‐

development

https://www.youtube.com/

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https://www.microsoft.com/en-‐us/download/details.aspx?id=30185

https://msdn.microsoft.com

http://en.wikipedia.org/wiki/Microsoft_Dynamics

Ms Navision

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