dox42 nav document creator (in english)
TRANSCRIPT
Welcome to our session!
Michael Zettl Christian Bauer
General Manager CEO
Business Systemhaus AG dox42 GmbH
[email protected] [email protected]
@MikeAtBSH @ChristianB42
michaelzettl bauer42
What RDLC and Visual Studio made of us…
„Hey, how much fun it is designing reports in RDLC!“
…you NEVER heard anybody say.
Did you also already invest hoursto repair an „exploded“ layout?
NAV-Reporting now is a highlyspecialized skill in NAV-development
Many NAV-consultants were„kicked-out“ NAV-Report-Design
Even some NAV-developers are„out of the game“ today
Customers mostly can‘tdesign reports any more at all.
What RDLC and Visual Studio made of us
Upgrading old reports is time-consuming and adds high costs to upgrade-projects
High upgrade-costs make it more likely for customers to look for other ERP-solutions
Customers over-estimate what they can do on their own (especially during an upgrade project)
Some customers just want to change reports themselves and want to stay flexible
Are you eager on changing every single formatting during support-tickets for yourcustomers?
The risk of the new „reporting experience“
Is native Word-Layout the answer?
No feature before NAV 2015
Create & Test-process is no fun at all!
No end-user-friendly dataset
Changes in dataset still need a developer
Word-layout will open preview in Word…
Graphics & diagrams ????
Where‘s the difference – Word Layouting (extract)
Use Excel-Calculations and -Charts in Word
Manipulate & Transform Data with Visual Basic
Show Data from different NAV companies in one document
Embedd existing PDFs, Graphics, Text
Generate Barcodes (1-D, 2-D)
Use easily Frames and Word SmartArt
Change page orientation per page
Define different Header and Footer per page
Insert all graphic formats that Word can import
Print to different trays
Get out of your NAV Reporting depression!
Design Reports in MS Office
Integrate data from various sources
WebService
Database Custom
SharePointOffice 365 & on prem
MS DynamicsCRM, NAV, AX
(online & on prem)
A technical view on dox42 NAV Document Creator
The 4 ways to access NAV data with dox42 NAV Document Creator
Table-Data
NAV-Report-Dataset
Page/Query-OData
SQL
Live-Demo
Some real-world Use Cases
• You want to combine data from different data sourcesin one document
Item data from NAV
Item graphics from SharePoint / Office 365
Additional item information fromanother SQL-database oder Webservice
Embedd existing Word- and PDF-documents with additonal data into one PDF
Create easily NAV-documents using data from external data sources!
• Attach additional Datasheets, Handbooks, Maintenance-Instructions to your documents
• Make use of data that is already there, but not yet in NAV!
Embed existing PDF- and Word-snippets in your NAV-Documents!
Some NAV-Reports already have a lot of „magic“ in it that you don‘t want to rebuild
Use the existing data an add data from otherexternal data sources
Add wonderful Excel-graphics to your Word-report-layout
Enrich existing NAV-Reports with Excel-graphics and external data
Some documents have to be adapted manually to a special situation
• Like quotes that have to be adapted to every single situation „by hand“
• This documents are often not generated in NAV and cost a lot of effort for the customer
• Process
You want to create a sales quote as Word-File,
enrich this with graphics and text and
finally send it as PDF attachement of an E-mail
Create documents that are highly adapted to the needs of thereceiving party
Catalogue-Creation
• You want automatically create customer-specific product catalogues
• directly from your SharePoint Online / Office365-Portal
• include graphics and
• prices from different sources
Create product-catalogues – highly customized to your customer!
Create Tickets and Vouchers
• Make use of 2-D Barcode
• Add pictures of people, company logos
• Add Cross-Sales information
• Include interactive Google-Maps with hyperlinkshowing your route
• Add references from other WebServices like event-information
Create Ticktes and Vouchers that fascinate people!
Create a PowerPoint-presentation of your Sales-Team with graphics
• Load pictures of your Sales-People from SharePoint
• Load sales-data from NAV and put it into an Excel graphic
Automate PowerPoint-generation based on NAV data!
Display KPIs/information on Info-Screens to your staff
Show your employees important information they need to be productive and informed
Display KPIs on your Info-Screens with PowerPoint-automation
Thank You!
Himmelkronstr. 18 | 95445 Bayreuth | GERMANY
Telefon: +49 921 - 5950 | Telefax: + 49 921 - 59595
https://www.bsh-ag.de | [email protected]
Vegagasse 5/2 | 1190 Vienna | AUSTRIA
http://www.dox42.com | [email protected]
Feature-Comparison
Where‘s the difference – General
Feature dox42 NAV Document Creator NAV Word-Design
Compatibility Starting with NAV 3 (SQL), NAV2009 (no Report-DataSource), Full-Featured NAV2013+
NAV 2015 +
Microsoft Office-Design-Application Word, Excel, PowerPoint Word
Data Sources SQL, SharePoint, Office365, XML, EXCEL, ODATA, Dynamics NAV/CRM/AX, Custom Data Sources, and more
NAV-Reports
Output formatting PDF, PDF/A, Word, Excel, PowerPoint, TXT, Graphics, XML, HTML, and more
PDF, Word
Save-Options Open, File-System, Print, E-Mail, SharePoint/Office365-Library Open, File-System
Mobile
Additional Ressources
YouTube-Videos
https://www.youtube.com/watch?v=CzqnS9xXG10 https://www.youtube.com/watch?v=ba4i_aB878s
Product-Landing-Page
https://www.bsh-ag.de/produkt/dynamics-nav/module-fuer-dynamics-nav/dox42-nav-document-creator-english/
http://www.dox42.com/Modules/dox42-Dynamics-NAV
