koen stox december 2016 - telenoc · 2018. 7. 25. · role center list plus card part navigate page...
TRANSCRIPT
Koen Stox December 2016
What makes Microsoft Dynamics NAV an ERP System?
Common Database
Manufacturing
Sales & Marketing
Warehouse Management
Purchases
Financial Management
Human Resources
Bookkeeper
Sales Rep
Warehouse worker
HR manager
ERP System
Real Time
Transactions
ensure all
departments
are on board
Microsoft
Dynamics NAV
grows with the
business
Role Tailored Client shows right data for right person
Microsoft Dynamics NAV 2018
In Office 365 Experience
• Manage business interactions in Outlook
• Invoice from Microsoft Booking appointments
• Create a data connection
Embedded Power BI
Multiple Client Support
Module 2 - Overview
• Windows Client
• Web Client
• Phone Client
• Tablet Client
• Outlook Client
Windows Client
• RoleTailored
• Intuitive and versatile
Web Client
• View and edit NAV data over the internet
• Any web browser
• Interface similar to the NAV Windows client
Tablet and Phone Client
• Access data from a table or a phone
• Portability and flexibility
• Windows, iOS, Android
Outlook Client
• Synchronize contacts
• Manage business interactions in Outlook
• Invoice from Microsoft Booking appointments
Multiple Client Options
Muti-Company
• Supports Multiple Companies
• Supports consolidated Reporting
Application Areas
Overview
• Finance
• Sales & Marketing
• Purchasing
• Shipping and Receiving
• Warehouse Activities
• Service
• Project Management
• Human Resources
• Business Intelligence
Finance
• General ledger
• Accounts payable
• Accounts Receivable
• Fixed Assets
• Cost Accounting
• Budgets
• Dimensions
Sales & Marketing
• Customers
• Contacts
• Sales Quote
• Sales Order
• Sales invoice
• Sales Return order
Purchasing
• Vendors
• Contacts
• Purchase Quote
• Purchase Order
• Purchase Invoice
• Purchase Return Order
• Purchase Credit Memo
Shipping & Recieving
• Sales Order Receiving
• Purchase order Shipping
• Transfer Order Receiving
• Transfer shipments
Warehouse
• Multiple Warehouses
• Transfer Route
• Transfer Orders
• InTransit Inventory tracking
• Bin Level Tracking
• Item Lot No. Tracking
• Item Expiration Tracking
Service
• Service Items
• Service Contracts
• Contract Quotes
• Invoicing
Project Management
• Maintaine Projects
• Allocate Resources to Projects
• Scheduling Resources
• Budgeting according to projects
• Time sheets for billable and Non-Billable hours
Human Resources
• Store personal information.
• Track job openings within your organization.
• Extract a list of candidates for newly-opened positions.
• Keep track of employee benefits and company items such as keys, credit cards, cars, and computers.
• Record all types of absences in customizable units of measurement.
• Attach comments, alternative addresses, and relatives’ names to employees’ records.
• Keep payroll in-house instead of outsourcing it.
• Meet complex regulatory and compliance requirements.
• Generate reports.
• Remember employees' birthdays and important dates.
Business Intelligence
• Extensive List of Built in Reports in every module
• Embedded Power BI capabilities
• Interactive Dashboards for quick Graphical representation of data
• Role tailored Dashboards
User Interface
User Interface - Overview
• The Window Client and Web Client Interface.
• The Application Menu
• My Settings
• The Ribbon
• The Navigation pane.
• The List page.
• The Card page.
• Explore the Role Center.
The Windows Client and Web Client Interface
The Ribbon
Structure
• Tabs
• Groups
• Actions Tab
Action
Group
The Navigation Pane
Windows client Web client
Home menu
Additional menus
Departments menu
Pages
• Card • Worksheet
• List • Confirmation dialog
• Role Center • List plus
• Card part • Navigate page (wizard)
• List part • Standard dialog
• Document
Pages
List Page Windows Client
1
2
4 3
1. Ribbon
2. Filter pane
3. List
4. FactBox pane
Pages
List Page Web Client
1
2
3
1. Ribbon
2. Display & Search
3. List
4. FactBox pane
4
Pages
Card Page
1
2
4
3
1. Ribbon
2. Expanded FastTab
3. Collapsed FastTab
4. FactBox pane
The Role Center
• Central point for all information and actions.
• Role center parts:
• Activities
• Charts
• My Notifications
• Lists
• Online information
• My Job Queue
• Report Inbox
User Personalization
User Personalization - Overview
• Personalization and Configuration
• Customize the Ribbon
• Customize the Navigation Pane
• Customize This Page
• Customize a FactBox
• Customize a FastTab
• Customize a Chart
• Customize Parts on the Role Center Page
• Cues
• Change the Profile and Role Center
Personalization and Configuration
Personalization
Configuration
Susan
Sales Order Processor
Personalizing the Windows Client and the Web Client
• Windows client:
• Full personalization
• Personalize all components
• Impacts Windows and Web client
• Web client:
• Limited personalization
• Choose/hide columns
• Personalize through Windows client
Customize This Page
• Display options
• Choose columns
• FastTabs
• FactBoxes
• Ribbon
Customize a FastTab
42
• Which fields are shown in a FastTab
• Importance:
• Standard
• Promoted
• Additional
• Quick Entry
Cues
Visual representation of aggregated business data
Role Center pages
Click-through
Colored indicators
Technology Overview
Technology Overview - Overview
• Microsoft Dynamics NAV Development Environment
• Web Services Support
• Multilanguage Functionality
Microsoft Dynamics NAV Development Environment
• Object Designer
• Application Objects
• Other Uses:
• Databases
• Debugger
• NAV licenses
Web Services
• Enable applications to communicate with one another
• Create and publish Microsoft Dynamics NAV 2017 data and functionality as a web service
• SOAP web services
• OData web services
Technology Overview - Review
• Microsoft Dynamics NAV Development Environment
• Web Services Support
• Multilanguage Functionality
• Multicompany Functionality