Supercharge your NAV Session 1 - itsolutions.bdo.caSupercharge your NAV Session #1 9th Annual BDO...

Supercharge your NAV Session #1

9th Annual BDO Connections Conference

Mike Stranz, Kelly Hagen, Sandy Schultz, Abhishek Agnihotri, Mark Persaud, Kevin Yeung, Andrew Hazen6 May 2014y

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GOLD sponsors: Sponsors:

THANK YOU TO ALL OUR SPONSORSTHANK YOU TO ALL OUR SPONSORS

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2GOLD sponsors: Sponsors:

Supercharge your NAV Supercharge your NAV Agenda

• State of the NAV nation (still #1)• State of the NAV nation (still #1)• Pricing update• Review some features, functionality and add ins that can super charge your NAV

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Supercharge your NAV Supercharge your NAV State of the NAV Nation

• Over 40% of Microsoft Business Solution $$ • Over 40% of Microsoft Business Solution $$ • NAV keeps up with your business thanks to Microsoft $$• Business Your Way

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Supercharge your NAV Supercharge your NAV NAV Pricing Update

When NAV 2013 was released Microsoft dropped the price considerablyWhen NAV 2013 was released, Microsoft dropped the price considerably• Includes all functionality in NAV for one low price ($10,000) except

Customization granules and users are $3,000 each

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Supercharge your NAV Supercharge your NAV NAV Pricing Update

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Supercharge your NAV Supercharge your NAV Purchase 5 users in manufacturing environment

Pre NAV 2013 $74,270

NAV 2013 $21,000

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I have NAV – why do I care?I have NAV why do I care?Consider an Upgrade• Clients are less money – you pay $3,000 versus $5,350• If you need a granule like Supply Planning at $10,800 – you get it free when you

upgrade• NAV Prices are being raised July 1 2014

NAV2013 i th t h l l tf d i t d t i thi • NAV2013 is the new technology platform and is expected to remain this way

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What's New in 2013 R2What s New in 2013 R2• Improved Web Client• Tight Office 365 Integration• Incoming Documents• Cash Management features (statement import, learn entries, payroll)• Multi Tenant• Always “on” Azure

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Next: Easy Security


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Supercharge your NAV Supercharge your NAV Easy Security

Making NAV Security EasierMaking NAV Security Easier• Easy to use and install• Relatively inexpensive• Setup and maintenance of permissions• Setup and maintenance of permissions• 100 new samples roles• Can have field level security

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Next: Incoming Documents


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Supercharge your NAVSupercharge your NAVIncoming Documents

Makes Document Management EasierMakes Document Management Easier• New feature of R2• Scanned docs can be added to NAV and then routed for approval• After Approval can generated purchase or journal document• After Approval can generated purchase or journal document• Stored in the GL with the entry

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Next: Zeta Docs


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Supercharge your NAVSupercharge your NAVZeta Docs - Free Add-in for NAV 2009 R2+

Makes Document Management EasierMakes Document Management Easier• Requires and uses SharePoint• Relatively inexpensive• Drag & Drop documents into Microsoft Dynamics NAV• Drag & Drop documents into Microsoft Dynamics NAV• Don’t have to worrry about moving the document• Allows the approval status of documents to be seen within Dynamics NAV • Enables users to email a report as a PDF attachment filing a copy of the report Enables users to email a report as a PDF attachment, filing a copy of the report

automatically in Microsoft SharePoint.

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Supercharge your NAVSupercharge your NAVKwik Tags Document Management Add in for NAV

Document Management Easier and More PowerfulDocument Management Easier and More Powerful• Automatic matching of scans to NAV documents• Automatic routing of documents to approvers

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Next: Bank Statement Import


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Supercharge your NAVSupercharge your NAVBank Statement Import

Makes Bank recs easier to doMakes Bank recs easier to do• New feature of R2• Allows import of bank statement• Does a match on amount date document # etc• Does a match on amount, date, document # etc.• Can help to do the JE

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Cronus EXT Canada




Next: Cash Flow


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Supercharge your NAVSupercharge your NAVCash Flow

Takes all NAV Cash Information to create a Cash FlowTakes all NAV Cash Information to create a Cash Flow• New feature of 2013• Allows entry of Manual transactions• Convert PO and SO to invoices then Cash• Convert PO and SO to invoices then Cash• Can have a different Cash flow terms than “normal” terms

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Cronus Combo Demo 2013






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Supercharge your NAV Supercharge your NAV OneNote Integration with NAV 2013

Making taking Notes painlessMaking taking Notes painless

• Available throughout NAV • Version 2013 or 2013 R2 requiredVersion 2013 or 2013 R2 required• FREE! *Microsoft Office Required• Sharing Permissions by User Profile • Mobile CapabilityMobile Capability

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Supercharge your NAV Supercharge your NAV Job Queue in Nav2013R2

Schedule multiple jobs in Nav2013R2Schedule multiple jobs in Nav2013R2

• Job Queue• Job Queue Entry• Job Queue Entry• Background Posting

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Dimensions in NAV (2013 Vs Prior versions)Dimensions in NAV (2013 Vs Prior versions)

Dimensions in NAV is the additional information being tagged to a transaction Dimensions in NAV is the additional information being tagged to a transaction that later can be used for analysis without breaking the chart of accounts.• NAV 2013 uses an entirely new concept called “Dimension Set” for managing

and storing dimensions as opposed to NAV 2009 and previous NAV versions. g pp p• Dimension in versions prior to NAV 2013 takes considerable amount of storage

space in the database. NAV 2013 new “Dimension Set” technology handles this in an efficient manner.

• Due to the new “Dimension Set” technology, NAV 2013 is faster than its prior versions while posting a transaction as the dimensions are not moved from unposted tables to the posted tables. This also enhances the overall performance of the system by decreasing the table locks

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performance of the system by decreasing the table locks.• From a user prospective, there is no change in the User Interface.



Document PathDocument Path

DocumentPath is an add on product for Microsoft Dynamics NAV to send the DocumentPath is an add-on product for Microsoft Dynamics NAV to send the documents electronically with existing NAV Install• Supports NAV 2009R2 and NAV2013. (Only Role Tailored Client Supported)• Enables users to quickly and easily send documents via email (Outlook SMTP Enables users to quickly and easily send documents via email (Outlook, SMTP

based email) or fax to Customers, Vendors and Employees (Payroll)• Easy to configure and managed by an administrator (not the System Admin)• Safe and secure, user friendly, easy to maintain and easy to extend, y, y y• Companies can significantly reduce paper usage and document processing costs• Sensitive documents can be password protected with tools to generate and

communicate passwords out to recipients automatically

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END

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Supercharge your NAV Session 1 - itsolutions.bdo.caSupercharge your NAV Session #1 9th Annual BDO...

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