Presented byD’Sunte Wilson

Microsoft Dynamics Nav (Navision) Training

Introduction

Introduction•Microsoft Dynamics NAV 2015 is a business management

solution for small and mid-sized organizations that automates and streamlines business processes.

• Highly adaptable and rich with features, Microsoft Dynamics NAV enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more.

• Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries.

1. Marketing

2. Sales

3. Design and Engineering

4. Operations Planning

Training Outline – Day 1 Areas of Concentration

1. Purchasing

2. Receiving

3. Warehouse Activities

4. Production

Training Outline – Day 2 Areas of Concentration

1. Shipping

2. Service

3. Resource Planning

4. Project Management

Training Outline – Day 3 Areas of Concentration

1. Human Resources

2. Finance

3. Business Intelligence

Training Outline – Day 4 Areas of Concentration

•Microsoft Dynamics NAV comes with pre-configured Role Centers to fit many of the fundamental roles in companies.

• These Role Centers provide a place for many employees to begin working in Microsoft Dynamics NAV.

• They allow you to get an overview of your task load, such as sales orders waiting to be posted, as well as easy access to task pages, notifications, and e-mail.

• Your administrator assigns you a role and can customize your Role Center to ensure that it presents the information you need for your job. Then you can adjust the user interface to fit your work habits.

Brief Explanation of Roles

• The following topics provide an overview of all the standard roles for which Role Centers exist, with links to the process overview topics that support the role.

• The role-specific overview topics function as an alternative to the Departments-specific view.

• For small businesses where a low number of users do not need separate Role Centers, a special Role Center is provided where both the company owner and the bookkeeper, for example, can perform all work tasks. This is referred to as the Small Business Role Center.

Brief Explanation of Roles

• The CRONUS International Ltd. demonstration database is a fictitious company with business scenarios, employees, and products.

• As you explore Microsoft Dynamics NAV Help, you will find CRONUS data that is used in examples and tasks to help you understand the implementation of Microsoft Dynamics NAV.

• The company develops, markets, and sells many items. It sells to end users and has a broad customer base. The items that the company handles fall generally into the following categories:▫ Modular office furniture, for which the company produces some components and

purchases others.

▫ Bicycles, for which the company does final assembly with parts manufactured elsewhere and in house.

▫ Computer hardware, which the company manufactures, distributes, and services.

CRONUS Sample data

Day 1 - Lesson 1 - Marketing

• The marketing features of Microsoft Dynamics NAV help you manage and support your marketing and sales efforts.

• With these features, you have access to complete and accurate information so you can focus your interactions on preferred customer segments.

• You can target potential customers by using different kinds of marketing campaigns. You can group customers based on common characteristics.

• You can then segment your customers into different mailing groups, for instance, according to the data gained from profiling. Examples of marketing campaigns could be advertisements, television commercials, direct mail, or e-mail marketing campaigns.

Overview of Marketing

• Good sales and marketing practices are all about how to make the best decisions at the right time. Microsoft Dynamics NAV provides a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction.

• The marketing features enable you to:▫ Improve the success of your customer relationship management

(CRM) efforts and increase productivity.▫Make well-informed decisions about customers and sharpen your

competitive edge.▫Customize the solution to fit your processes and grow your

business.

Overview of Marketing

• To get started working with your contacts and marketing interests, some steps need to be taken to set up the feature.

•Managing your contacts and having a strategy in place to identify, attract, and retain customers will help optimize your business and increase customer satisfaction.

•Using a good contact management system will also help you create and maintain relationships with your customers.

• Communication is the key to these relationships.

Configure Marketing Processes

•Being able to tailor communication with potential and existing customers, vendors, and business partners according to their needs, is necessary for companies to succeed.

•Establishing a strategy and defining how your company uses contact information is a primary step. This information will be viewed by many different groups in your company, so having a good system in place will help everyone be more productive.

Configure Marketing Processes

• To ensure every group in your company records data in the same way and is able to view and use the information efficiently, you must first decide how the marketing area manages certain aspects of your contacts. For example, you can decide how number series are defined or what the standard salutation should be when writing to your contacts.

• In the Marketing Setup window, the following sections need to be defined:▫ General▫ Inheritance▫ Defaults▫ Interactions▫ Synchronization▫ Numbering▫ Duplicates▫ E-mail Logging

Marketing Setup

• You can use the Business Relations window to set up the business relations you want to use when entering information about your contacts. Business relations are used to indicate the business relationship you have with your contacts, for example, a prospect, bank, consultant, or service supplier.

• If you plan to synchronize your contacts with vendors, customers, or bank accounts in other parts of the application, you may want to set up a business relation for them.

Marketing Setup

•You can use the Industry Groups window to set up all the industry groups you want to use when entering information about your contacts. Industry groups are used to indicate the industry to which your contacts belong, for example, the retail industry or the automobile industry.

Marketing Setup

• A campaign is any kind of activity that involves several contacts. An important part of setting up a campaign involves selecting the target audience for your campaign. For this purpose, in Microsoft Dynamics NAV, you create a segment, or a group of contacts using filters.

• You use these features in Sales & Marketing to carefully plan your marketing activities and to manage your interactions with contacts and customers. You can create campaigns and set up segments of your contacts for mailings and other types of interactions with your contacts and prospective customers.

• The Campaign and Segment features with their automated processes enable you to plan, organize, and keep track of your marketing activities. This will increase the chances of winning new customers and retaining existing customers.

Conducting a Sales Campaign

• This walkthrough demonstrates the process for following up on a trade show and targeting potential customers (contacts) in a follow-up campaign.

• The walkthrough introduces the campaign and segment management feature in the Sales & Marketing department. This walkthrough illustrates the following tasks:▫Setting up a campaign.▫Selecting the target audience.▫Mining data.▫Sending letters to contacts.▫Registering campaign responses.

Marketing Walkthrough

•This walkthrough demonstrates tasks that are performed by the following user roles:▫Marketing Manager or Sales Manager▫Marketing Staffer

Roles

• The marketing manager in the Sales department of CRONUS International Ltd. is responsible for planning campaigns and for executing them. He also makes decisions about which trade shows to participate in and he evaluates campaign progress.

• The marketing staffer in the Marketing department handles producing, distributing, and placing marketing material.

• The company has just launched a new product called the Millennium Server. The product was recently promoted at a trade show, Computer Futurus. Many customers expressed great interest in the product, and as part of a promotional effort, customers who bought Millennium Server during a campaign period were offered a special campaign price.

Story

•One of the marketing staffer’s tasks after the trade show is to enter all the potential customers as contacts.

• The marketing manager sets up a campaign, creates a segment that contains all the new contacts and then mines the contact data to select the target audience for the campaign.

• The staffer helps send out thank you letters to all the contacts who left their cards with the staff at the stand, and finally, the manager records all the responses they receive from the prospective customers.

Story

Setting Up a Campaign

Selecting the Target Audience

Mining the Data

Linking a Segment to a Campaign

Sending Letters and Email Messages to Contacts

Registering Campaign Responses

Day 1 - Lesson 2 - Sales

• You can use Microsoft Dynamics NAV to manage all common sales processes and information, such as quotes, orders, and returns. There are also tools to plan and manage different types of customer information and transaction data.

• Before you can start to manage sales, you must configure your sales policies and values, initially to set up general sales setup and periodically to create master data for customer records. When configuration tasks are complete, you can use various customer management and sales functionality for central processes, such as to sell goods and forecast future sales.

Overview of Sales

Sales Lab

Day 1 - Lesson 3 – Design and Engineering

• There are many common processes in central design and engineering work, such as specifying how and when items are handled.

• For example, you can specify whether items are just purchased and sold, or are manufactured from components before sale.

• For the first design tasks, you need to define rules and values for all items by completing item cards with specific master data.

• Lastly, for produced items, you must define the material structures and process structures in master data records for specific production BOMs and routings.

• The data and setup that you enter during design and engineering is later used in sales and operations when the item is handled.

Overview of Design and Engineering

Design and Engineering Lab

Day 1 - Lesson 4 – Operations Planning

• The production operations required to transform inputs into finished goods must be planned daily or weekly depending on the volume and nature of the products.

• Microsoft Dynamics NAV offers features to supply for anticipated and actual demand from sale and production as well as features for distribution planning using stockkeeping units and location transfers.

• Although a production order can be used to execute a project sale of produced items, the planning of operations involved in a project may be better supported with the Project Management functionality.

• Operations planning typically starts with resource planning, such as setting production capacities in the shop calendars and planning for potential subcontracting of production operations. Then you can perform master planning to manage sales demand and production demand for components.

Overview of Operations Planning

Operations Planning Lab