dynamics day '11 - nav update and roadmap

Dave Roys and Derek Lamb 10 August 2011

NAV Update and Roadmap

NAV Update & Roadmap

Dynamics NAV Roadmap

2009 R2 features

New reporting/Budgeting features

Questions

Agenda

NAV Roadmap

NAV Update & Roadmap

SERVICE PACKS / MINOR RELEASES

NAV 2009 R2

Integration to Microsoft Dynamics CRM

Online Payments Service

Role Tailored Client access for hosted, remote and roaming users

Windows 7 UX

Business Data Visualizations

NAV “7”

Application enhancements

SharePoint User

Client Richness

Page Design/Debug

Improved Reporting

Office 2010

Online Services

NAV “8”

Compelling Business Functionality

More Users, More Productive

More Software + Services

RoleTailored .NET Programming Environment w/in NAV

Full .NET Runtime

NAV “9”

Continued innovation targeted at mid-market with particular focus on:

Simplicity

Productivity

Dynamics User Experience Leadership

Microsoft technology

Rapid Time-to-Value

MAJOR RELEASES

Additional SP’s RTM

Additional SP’s RTM

Additional SP’s RTM

Q4 2010 2011-2012 2016-2017 2013-2014

Microsoft Dynamics NAV Roadmap

NAV Update & Roadmap

10. Improved Help and Documentation

NAV Update & Roadmap

9. Send to Word/Excel

NAV Update & Roadmap

8. Custom Controls

NAV Update & Roadmap

7. Web Services

Easily create Web services that allow other programs to extract data from NAV and run NAV business logic, e.g.,

Interface programs.

Scheduled tasks.

Web-based clients (such as Stratus).

NAV Update & Roadmap

6. Improved Reporting

New report definition tool allows better- looking reports with ability to use charts, colour and to save as Excel, or PDF.

NAV Update & Roadmap

5. Role Centre

NAV Update & Roadmap

4. Saved Views

NAV Update & Roadmap

3. Action Pane

NAV Update & Roadmap

2. Personalisation

NAV Update & Roadmap

1. Menu Search

NAV 2009 R2

NAV Update & Roadmap

Key Features of NAV 2009 R2

Out-of-the-box integration with CRM

RoleTailored Client connecting over the internet

Online Payments Services (USA and Canada)

User experience enhancements for Windows 7

Business Data Visualisations

System Indicator

Ability to call .NET code and other programmer tools

NAV Update & Roadmap

CRM Connector

NAV Update & Roadmap

RoleTailored Client over Internet

Demo of R2 Features

What’s next?

NAV Update & Roadmap

NAV ‘7’

SharePoint client

Better Office Interaction

No more Classic Client Forms

Better reporting

More User Experience Enhancements

Azure (NAV in the cloud)

Reporting/Budgeting Options

NAV Update & Roadmap

Jet Reports

Microsoft Management Reporter

Microsoft Forecaster

Reporting/Budgeting options

Jet Reports

NAV Update & Roadmap

Excel based reporting solution.

Jet Report Express for Microsoft Dynamics NAV will be

released in Q3 CY2011.

Jet Report Express is only available for Microsoft

Dynamics NAV 2009 or later.

Free for new or existing customers on current

enhancement plan.

Microsoft Excel 2007 or later required.

Jet Reports

NAV Update & Roadmap

Jet Express Functionality

NAV Update & Roadmap

Jet Essentials

NAV Update & Roadmap

•Excel-Centric •Design Reports

•Use Excel-type Formulas •Run Reports

•Present information in a format which you understand

NAV Update & Roadmap

Free version has limited functionality

Users do require a good understanding of database

structures

Good option for limited IT team

Jet Reports solution thoughts

Management Reporter

NAV Update & Roadmap

Management Reporter is both the Microsoft FRx replacement

product, as well as the foundation for which future Microsoft

Dynamics performance management functionality will be built

Provides real-time financial reporting to achieve greater visibility

across the organization.

Empowers decision makers with streamlined reporting that

doesn’t require IT assistance

Direct Integration with Microsoft Dynamics ERP Solutions

Build custom reports based on GL data.

Technology Introduction

33

NAV Update & Roadmap

Management Reporter Road Map

•Dynamics NAV integration

•Richer report viewing experience

•Consolidate data from other General Ledgers

•More flexibility in report output types and locations where reports are stored, including SharePoint

•Scheduled reports

•Microsoft Dynamics AX integration

•Microsoft Dynamics SL integration

•With Dynamics SL release

•Currency translation in Microsoft Dynamics GP

•Microsoft Forecaster integration

•Strategic and operational budgeting/forecasting

•Budget reporting

•Migration from Forecaster

•Financial reporting enhancements

Management Reporter FP1 Management Reporter R2

2H CY2010 2H CY2011 2012+

Management Reporter V3

NAV Update & Roadmap

Management Reporter Report designer

NAV Update & Roadmap

Report Viewer

NAV Update & Roadmap

Current version has a tired look and feel

GL based only

Reporting Services better option

Solution thoughts

Microsoft Forecaster

NAV Update & Roadmap

Tailored input screens

Detailed Security

Detailed budget planning for HR, Capex & Revenue

Tracking of budget processes using Workflow

Reporting capabilities of planning

Copy plan features and top-down budget adjustments.

Microsoft® Office Excel® integration

Key Features

NAV Update & Roadmap

Forecaster Input Screen

NAV Update & Roadmap

Revenue Tab

NAV Update & Roadmap

HR Master screen

NAV Update & Roadmap

Workflow

NAV Update & Roadmap

Not licensed in Australasia for NAV

Requires purchase of AX License

Integration would be through Excel dumps

Dynamics NAV integration

NAV Update & Roadmap

Tier 2 Budgeting tool

Good for organisations who want distributed budgeting

Currently stand alone solution

Solution thoughts

Questions

Thank you