Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and...

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What’s New in Microsoft Dynamics™ NAV 5.0 ACHIEVE Presenter’s Name Title Company

Transcript of Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and...

Page 1: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

What’s New in Microsoft Dynamics™ NAV 5.0

ACHIEVE

Presenter’s NameTitleCompany

Page 2: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0New Application Features

Sales and Purchase Document ApprovalPre-paymentsInventory CostingJobsItem Tracking

Microsoft Dynamics NAV 5.0 is more integrated and streamlined than ever to fuel your business productivity and enable confident decision making

Service Order HandlingIntercompany purchase cost distributionAccount Schedules

Page 3: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

SynchronizationNotifications

Export

LinksMicrosoft Dynamics NAV 5.0 fits your systems by

integrating with other Microsoft products that are familiar to your

people

Microsoft Dynamics NAV 5.0Improved Integration with other Microsoft Products

Page 4: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Demo Scenario #1

Susan receives and creates an order and previews the order in Word

When posting the order, Susan is notified that the order needs to be approved

Nancy initially rejects the order since it needs to have a pre-payment according to company policy Susan adds the pre-payment termsNancy approves the order

Page 5: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Pre-payment, Office XML & Sales and Purchase Document Approval

demo

Page 6: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Office XML

Export any form to Word or Excel using Office XMLCustomizable style sheets for your specific needs

Benefits:View your data in your Microsoft Office applicationSend data to users that do not have Microsoft Dynamics NAV installed

Page 7: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Sales and Purchase Document Approval

Approve or reject with commentsDelegate approval to othersE-mail notification with link to documentsNotification of new and overdue approval requests

Benefits:Enforces purchase/sales limitsEnsures the right people will approve

Page 8: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Pre-payments

Generate pre-payment directly on a sales or purchase orderBased on percentages or amounts

Benefits:Easier to keep track of pre-payment invoices until the order is fully invoicedControlled process minimizes error possibilitiesAble to secure orders from delinquent customers

Page 9: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Demo Scenario #2

Daniel prepares a service order by using a standard service code

Daniel locates the customer on the map

Daniel adds a link to the company server set-up manual

Page 10: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Service Order Handling, Record Links & Online Maps

demo

Page 11: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Service Order Handling

Improved consumption handlingPre-define expected useof spare parts and resources

Benefits:Increases efficiency in the Service Order HandlingEasier to get service related information and statistics

Page 12: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Record Links

Links any external document or Microsoft Sharepoint repository to any Microsoft Dynamics NAV entityAvailable on all forms

Benefits:Provides users with better overview of relevant informationBridges gap between structured and unstructured information

Page 13: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Windows Live Local Search Integration

• Shows locations from Microsoft Dynamics NAV on map and provides directions from one location to another.

Benefits:Empowers the user by adding visual information about the location of addresses in Microsoft Dynamics NAVEasy access to driving directions

Page 14: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Demo Scenario #3

Michael updates contact information in Microsoft Outlook

Two days later, Michael makes another update -- but in the meantime, someone else has updated the same record

Michael resolves the conflict directly in Microsoft Outlook

Page 15: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Outlook Integration

demo

Page 16: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Outlook Integration

• Possible to synchronize with: – Any Microsoft Dynamics NAV entity– Any Microsoft Outlook object

• Synchronization based on User Preferences

• Independent of client

Page 17: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Outlook Integration – Errors and Conflicts

• Errors:– No connection to

Application Server– Wrong setup –

missing folders, etc.

• Conflicts:– Changes made

both in Microsoft Outlook and in Microsoft Dynamics NAV

Page 18: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Application Improvements – Supply Chain

• Item Tracking– Enhanced handling and analysis of “item

tracked” items– Recall feature– First Expire First Out (FEFO)

• Inventory Costing– Improved Traceability, Simplicity and Usability– New periodic average costing method

Page 19: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Microsoft Dynamics NAV 5.0Other Application Improvements

• Jobs– Better integration to item ledger and tracking– Work in Progress and Recognition calculation

compliant with International Accounting Standards– Improved handling of fixed price jobs

• Application SQL Server Improvements

Page 20: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

Key Takeaways

Microsoft Dynamics NAV 5.0 includes many improved, re-designed and new application features

Microsoft Dynamics NAV 5.0 demonstrates a continued commitment to deepen the application functionality

Microsoft Dynamics NAV 5.0 is integrated with Microsoft Office, helping make it simpler to access and share data quickly and efficiently

Page 21: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

QUESTIONS?

Page 22: Purpose: These deck is for use with customers by the Microsoft Dynamics NAV sales force and partners. It includes core messages that: –Highlights the new.

© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this

presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.