dynamics day 2012: deep dive - dynamics nav 2013 client options
Post on 30-Nov-2014
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Extending the Reach of NAV
NAV SharePoint and Web client
Our Agenda
Client Positioning
SharePoint Client
Cloud Based
Web Client
SharePoint use scenarios
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Your presenter/s
Based in Perth
Relocated Safa
Adriaan Rootman
Senior Dynamics Developer
Based in Auckland
Relocated Cantab
Derek Lamb
ERP Solution Specialist
Client Positioning
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Richness, Vividness &
User productivity
Anywhere access through
multiple devices with No
client installation
Enhanced Business
Productivity through
Microsoft SharePoint
Full Microsoft Dynamics
NAV application
Full Microsoft Dynamics
NAV application in a
web browser
Microsoft Dynamics NAV Portal
framework for Microsoft
SharePoint
Self Service Applications
and Collaboration
All based on the same code baseInvestment
Clients in Microsoft Dynamics NAV 2013 Clients for your needs – The choice is yours
Windows Client Web Client SharePoint Client
ERP User Core ERP User
Light or Occasional ERP
Users or Microsoft
SharePoint Users
or External users
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Web Client
Out of the box zero footprint client
Solution
Microsoft Dynamics NAV Pages and Reports shown in a web browser
The Web Client is a lighter version of Microsoft Dynamics NAV in a web browser
Microsoft Dynamics NAV business logic in a web browser
Limitations compared to the full Windows Client
Zero Deployment
Functional support for multiple browsers on different devices
Realize more value from your technology investments
Usage
One-click into Microsoft Dynamics NAV
Simplicity
Cannot change the language, company, or work date
No special training required
No Departments, NavigatePage
Give users new ways of accessing relevant data and information in Microsoft Dynamics NAV
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SharePoint Framework
Framework to integrate into existing SharePoint environment
Solution
Microsoft Dynamics NAV Web Parts on Microsoft SharePoint
Microsoft Dynamics NAV Pages in Microsoft SharePoint Web Parts Connected to other parts
Microsoft Dynamics NAV business logic on Microsoft SharePoint
Integration into
Microsoft SharePoint
Take advantage of the business productivity benefits in Microsoft SharePoint
Microsoft SharePoint Workflows
Microsoft SharePoint Search through Business Connectivity Services
Microsoft SharePoint Workspace
Microsoft SharePoint authentication and scalability
Microsoft SharePoint Extranet
Themes &
Branding
Microsoft SharePoint Visualizations and Stylesheets
Capitalize on Branding Investments
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• Concurrent user
• Windows/SharePoint/Web client
• Full functionality
• Concurrent user
• Windows/SharePoint/Web client
• Read + timesheet + write to 3
tables
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SharePoint client scenarios
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Customer Portal
For a distribution company with remote salespeople
Bakkes is the customer who wants to be able to place
orders online, review his invoices, see updated delivery
information.
Ali is the AR manager who will approve Sales Orders,
manage shipping schedules and Invoicing.
Derek is the Salesperson for Intergen who will be mobile,
want to place orders, review contact information and see
updated delivery information.
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Customer Portal
Users, Licenses and Solutions
Richness, Vividness &
User productivity Windows Client Full License
SharePoint Customer
Portal
SharePoint Client External User
(No License required)
Solution NAV Client License
Web Client Core ERP User Limited User
Customer Portal Demo
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Project Portal
A distributed professional services organisation
Joost is the Project Manager for Intergen he needs to create
new project portals, update documents, review and modify
budgets and approve timesheets.
Piri is a consultant for Intergen needing to view tasks budget
information, review and modify documents and enter
timesheets.
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Project Information
Users, Licenses and Solutions
SharePoint Project Portal SharePoint Client Limited User
Solution NAV Client License
SharePoint Client SharePoint Project Portal Full User
Project Portal Demo
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■ Leave Requests: SharePoint based workflow
■ Employee Expenses: NAV Expense entry and approval
■ Timesheets: Dynamics NAV Timesheets and Approvals .
■ My Site: Standard SharePoint capability
■ Purchase Approvals: Automated financial delegated
authority
■ Distributed Budgeting: Collaborative budgeting
process using Dynamics NAV Budgeting
■ Departmental Reporting: Combination of Dynamics
NAV reports and SharePoint BI
Employee Portal
Will allow us to suggest the best product
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■ Production Forecasts: Collaborating to improve supply
chain
■ Catalogue update: Upload of product catalogue using
standard SharePoint document management
■ Invoice & Payment information: Real time payment
information .
■ Vendor performance: Scorecard of Vendor performance
utilising BI functionality.
■ Quote management: Allow Vendors to enter Purchase
Quotes directly into NAV.
Vendor Portal
Form closer relationships with suppliers
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In Summary…
■ Web Client is out of the box
■ SharePoint Framework integrates as web parts
■ Single code source for all three clients
■ Customers don’t need a license to access
■ When combined with limited user licensing provides cost effective solution
2013 light clients extend reach of NAV
Any questions?
Do you want to know more?
Find me in the Experience Lounge at the end of this presentation.
Thank you barry.barryson@intergen.co.nz
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picture and
some text
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Intergen structure
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Example of icon usage
Icons
67% 74% 84% 24%
Shopping carts People with ties Graphs Australia
Section Heading
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Columns for lots of info
2 Column Page
Less Can Be More: Difficult to do at
times, but your audience may not always
appreciate a lot of text.
Charts and Images: Where possible,
please ensure charts and images don’t
cover the slide’s title or the “line” across
the bottom.
Colours: Try to stick to the standard
Intergen colour palette.
List Heading {Segoe UI Semi bold 14 pt.} List Heading {Segoe UI Semi bold 14 pt.}
‘Thank You’/’Question’ slides: These
have been provided. Please use these
as-is to be consistent
Customer Slides: Print or save these as
PDF files to maintain the look and feel
of the presentation
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Table Page
Column Title
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Column Title
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Column 2 Column 3 Column 4
Column 1
Column 2 Column 3 Column 4
Column 1
Column 2 Column 3 Column 4
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Column 3
Column 4
Simple colour scheme (black, yellow and grey)
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Colour range increased for charts
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Sub Section Title with image on the right
“Intergen are the experts and
a pleasure to deal with. They
make me look good” Client Name – Position and Title
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