This session looks at the roadmap for Dynamics NAV and takes a closer look at its projects and resource management capabilities, providing you an insight as to how Dynamics NAV can meet the needs of a diverse range of project- and services-based organizations.

2. Microsoft Dynamics NAV
Craig Keenan
29 March 2012

3. Craig Keenan: Dynamics Practice Lead WA
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4. Agenda
Dynamics NAV Update (20 mins)
Statement of Direction / Roadmap / Convergence 2012
Dynamics NAV for Projects & Services (10-15 mins)
What’s the industry asking for?
Dynamics NAV highlights

5. Dynamics NAV Update

6. At a glance
Over 1,450,000 users in more Established & committed
than 40 countries user/partner community
Over 86,000 customers from Committed vendor with a
small to enterprise significant, product derived
Over 4,000 software & services revenue stream that supports
partners with Dynamics NAV continued development
competency
MSFT expect Dynamics NAV to
drive their increase in market
share (3,000 adds for 2012)

7. Statement of Direction

8. Product development themes
Simplicity – familiar, leverages existing technology investments
Value – configured quickly, Partner packaged solutions
Agility – adapt to business change, deployment options

9. Microsoft Dynamics NAV 2013

10. Deployment options

11. Deployment options – Azure

12. Deployment options – Azure

13. Deployment options – Azure
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14. Deployment options – Web Client

15. Deployment options – SharePoint
Client/NPF

16. NPF Project Workspace
Select project
Project phase
Task statistics
Submitted/in process timesheets Project documents

17. Microsoft Dynamics NAV 2013

18. Functionality enhancements
Cost accounting (allocations)
actual costs of operations, departments, products & projects
Cash flow forecasting
predict how liquidity will evolve over time
Assembly management
to support light manufacturing & kitting
Item availability by timeline
graphical view of expected inventory levels & planning suggestions
optimise suggestions with drop & drag
Job demand
reflected in item availability views & purchase planning
OneNote integration
create Help, share information (photos, videos)

19. Microsoft Dynamics NAV 2013

20. BI & reporting

21. BI & reporting – charts

22. BI & reporting – timeline visualisation

23. BI & reporting – charts

24. Microsoft Dynamics NAV 2013

25. Microsoft Dynamics NAV “8”

26. A future interface?

27. A future interface?

28. Microsoft Dynamics NAV 2013
https://www.msconvergence.com/signin

29. Take outs
Well adopted
Strategically important for Microsoft in the middle-market space
Significant R&D investment being made, key technologies being
incorporated/leveraged
Future-proofed, roadmap defined through to 2015

30. Dynamics NAV for
Projects & Services

31. Our experience

32. Drivers for change
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33. What project businesses…
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34. What project businesses…
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35. Solution footprint

36. How Dynamics NAV deliver against these needs?

37. Scalable >> basic job

38. Scalable >> complex project

39. Scalable >> complex… but efficient

40. Control >> project budgets

41. Control >> change orders

42. Control >> project status reports

43. Foresight >> estimate at completion

44. Licensing model >> resource portal

45. Resource portal >> web timesheet
Real time look-up/integration
with NAV via Web Services On submit:
- Time Approval Worksheet lines created for approval, OR
- Time Posting Worksheet lines created for review/posting

46. Resource portal >> web expense claim
Real time look-up/integration
with NAV via Web Services

47. Fully integrated >> procurement
Hold as job specific stock or Preferred vendor arrangements held
consume/charge to job on receipt on item card

48. Flexible >> billing method options
Assign at “job task” level so can be a combination of
invoicing rules/arrangements within a single project

49. Visibility >> project status

50. Visibility >> manage resources

51. Visibility >> track progress
Profitability
Revenue
Budget/actual Forecast
costs costs
Summary by
cost type,
drill-down
People &
machine
labour
quantity
Open PO
summary –
not receipted,
receipted not
invoiced

52. Treemap analysis – demo...

53. Take outs
Dynamics NAV delivers required functionality
Intergen has a proven track record in delivering these solutions
Both NAV & Intergen can support your business as it grows & evolves

54. Questions

55. Thank you