dynamics day 2012: deep dive - dynamics nav 2013 client options

Extending the Reach of NAV

NAV SharePoint and Web client

Our Agenda

Client Positioning

SharePoint Client

Cloud Based

Web Client

SharePoint use scenarios

Your Awesome Presentation Title - edit master to update this

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


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


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


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


• Concurrent user

• Windows/SharePoint/Web client

• Full functionality

• Concurrent user

• Windows/SharePoint/Web client

• Read + timesheet + write to 3

tables

SharePoint client scenarios


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.


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


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.


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


■ 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


■ 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


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 [email protected]

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“Intergen are the experts and

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dynamics day 2012: deep dive - dynamics nav 2013 client options

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