Dynamics Day 2014: Microsoft Dynamics NAV - Productivity Solutions

Craig Keenan & Derek Lamb

Productivity & industry solutions

Email Approvals

Visual Scheduling

Easy Security

Document Capture

Dynamics Anywhere mobile

Our agenda

Productivity & Industry Solutions | 3

RetailPublic SectorProjects &

ServiceWholesale/

Distribution Manufacturin

g

Financial Management Supply Chain ManagementReporting and Business Intelligence

Human Resources Management Interoperability and ProductivitySales and Marketing

Other


Partner provided solutions



NAV database


• Continia Software (Denmark)

Supplier

• Read data from scanned image & create

• Auto-match with NAV POs• Manage approval process

in NAV• Full-text search • Drop & drag any file/email

to any record in NAV• ROI <6 months

Benefits

• We spend significant time spent manually entering & processing supplier invoices

• Our Invoice approval process is slow & documents go missing during it

• It’s difficult & time-consuming to scan & link supplier invoices to NAV records

Pain Point

Document Capture

Use OCR document scanning to automate supplier invoice processing.


Capture supplier invoice


Capture supplier invoice


Scan invoice + match fields


Create NAV purchase invoice


Update purchase order


Process multi-line supplier invoice


Support supplier invoice to NAV translations


• Intergen

Supplier

• NAV Limited User license required (NAV 2013+)

• Option to access NAV & view PO from any device with a web browser

• Approve/reject PO from directly from email

Benefits

• Our Approvers are not (and don’t want to be) NAV users

• Our Approvers are mobile & don’t have timely access to NAV

• We use iPhones/Android phones but need access to the NAV doc

Pain Point

Email Purchase Approvals

Perform purchase approval from email. All smartphones/tablets supported.


Approval request email


• MergeTool• Note, Easy Security Light is free

Supplier

• ‘Record’ function to build a role (ideal for customisations & add-ons)

• 200+ OOB roles• Option to set data filter

rules• Create & assign Group

Role• Set expiry date for Group

Role by user• Hide/make non-editable

fields on pages, assign as a Group

Benefits

• NAV’s OOB permission sets are too broad

• I can’t create my own security roles because it’s difficult to identify the direct/indirect tables

• I can’t easily manage temporary assignment of permissions

• It’s time-consuming to set/ maintain permissions by Dept.

Pain Point

Easy SecurityTool the extend NAV’s security functionality and simplify setup & maintenance


NAV Easy Security Light – security setup Wizard


NAV Easy Security Light – record to create or merge roles


Easy Security + Role Builder module


Easy Security + Field Level, Actions & Data Security module


Easy Security + Field Level, Actions & Data Security module


• MergeTool• Note, Easy Security Light is free

Supplier

• ‘Record’ function to build a role (ideal for customisations & add-ons)

• 200+ OOB roles• Option to set data filter rules• Create & assign Group Role• Set expiry date for Group

Role by user• Hide/make non-editable fields

on pages, assign as a Group

Benefits

• NAV’s OOB permission sets are too broad

• I can’t create my own security roles because it’s difficult to identify the direct/indirect tables

• I can’t easily manage temporary assignment of permissions

• It’s time-consuming to set/ maintain permissions by Dept.

Pain Point

Easy SecurityAuto send approval request email. Detail embedded in email body & .pdf copy attached. Mobile device supported for view, approve or reject.

(i) Large numbers of add-ons or modifications which need to be added to permission roles, (ii) want to construct narrower roles, (iii) want to apply data based security filters, (iv) want to

influence the UI, and/or (v) need to assign across multiple companies.

Dynamics NAV Productivity Solutions | 22

Netronics - Supplier to Microsoft and To-Increase

Supplier

Better resource utilizationLess tied-up working capitalHigher delivery time commitmentIncreased customer satisfaction

Benefits

Decision-relevant information not available in one glanceLack of Transparency: visual what-if analysesTime gap between decision making & execution

Pain Point

Visual Scheduling

Help NAV users cope with time-related, resource-oriented planning & scheduling data.


What Do We Offer?

NETRONIC Visual Scheduling Suite for Microsoft Dynamics NAV

Visual Production Scheduler

Visualize, schedule and optimize production orders & capacities

Visual Jobs Scheduler

Visualize, schedule and control jobs, job tasks,

job planning lines & resources

Visual Service Scheduler

Visualize, dispatch and schedule service

orders, allocations & resources


Job Scheduling

Overview of Jobs and Resources

Planner can immediately recognize the effects on the capacity utilisation


Service Scheduling

Visual representation of the service schedule for all service technicians.

A view on the yet unassigned service orders


Production Scheduling

See production orders, due dates, resource workloads and bottlenecks at one glance.



Dynamics Anywhere


Dynamics Anywhere

Supplier

Out of the Box support for common mobile business processesOptimised for fast business transaction processingBar code scanning

Benefits

Warehouse management mobile capabilitySmall screen mobile requirements for remote workers

Pain Point

Dynamics Anywhere

Your business in the palm of your hands, Anytime, Anywhere.


Safari Google Chrome Opera Firefox Internet Explorer

iPhone Symbian Windows CEWindows MobileAndroid

Windows Phone

iPad

Device, OS and Browser independent

Why not use the NAV web or tablet client?


Optimized for fast business transaction processing


Functionality Matrix


Others…in briefAdvanced Budgets Intergen Establish multi-contributor budget model within NAV,

security to limit access, approvals, submit to generate/update GL budget

Asset Maintenance Tectura Reactive & preventative asset maintenance

Allocations Intergen Identify source & target accounts, apply static & variable allocation rules, allocate budget & actual values

Recurring invoices Intergen Sales invoice template & billing frequency/period rules

BPAY (Aust) Tectura BPAY payment file generation

Zetadocs Equisys Integrate with SharePoint for document archiving

Advanced Jobs Management

To-Increase

Complex WBS, multiple budgets per job, plan/assign resources, plan/procure/consume items, calc. cost ETC/EAC

Dynamics NAV Extensions Intergen Various usability & functionality enhancements

Logistics Intergen Quality status management, Export booking, Pallet tracking

Take-aways

• Addons can increase the footprint of Dynamics NAV.

• Addons provide both industry specific solutions and horizontal productivity solutions.

• Addons are created using Microsoft standards and run directly in Dynamics NAV

Thank you

THE END

Technology

Dynamics Day 2014: Microsoft Dynamics NAV - Productivity Solutions