Dynamics NAV 2009 Deep Dive - Intergen

DYNAMICS NAV 2009 – A DEEP DIVE DAVID ROYS, NAV CONSULTANT, INTERGEN MASON ROBINSON, FINANCIAL ACCOUNTANT, PORT NELSON

Microsoft Dynamics NAV 2009 – A Deep Dive

INTRODUCTION  Who am I?  David Roys

 Dynamics NAV Programmer and Consultant at Intergen’s

Christchurch Office  I’ve been working with Dynamics NAV since 2002  I have received Microsoft’s Most Valued Professional (MVP) Award for Dynamics NAV (2nd year running)  Co-author of “Implementing Microsoft Dynamics NAV 2009”

Microsoft Dynamics NAV 2009 – A Deep Dive

INTRODUCTION  Who is he?  Mason Robinson

Microsoft Dynamics NAV 2009 – A Deep Dive

SESSION OVERVIEW DAVE’S BIT (30 MINUTES)

 And now for something completely

different... (an introduction to NAV 2009)  Exploring NAV 2009’s RoleTailored

Client  New Reporting Functionality  Web Services

MASON’S BIT (15 MINUTES)

 Upgrading to NAV 2009  Lessons learnt  Recommendations

Microsoft Dynamics NAV 2009 – A Deep Dive

INTRODUCING MICROSOFT DYNAMICS NAV 2009  From the end of June 2009 there are:  More than 75,000 customers  More than 40 localised versions of NAV  Since the NAV 2009 launch in November 2008 Intergen has done:

 2 upgrades (including Port Nelson)  5 new implementations  On a recent Dynamics User Group survey 60% of replies indicated

that were upgrading to NAV 2009 already or were planning to later this year.

Microsoft Dynamics NAV 2009 – A Deep Dive

New Architecture

Microsoft Dynamics NAV 2009 – A Deep Dive

WHAT IS ROLETAILORED ANYWAY?

Microsoft Dynamics NAV 2009 – A Deep Dive

DEMO

Microsoft Dynamics NAV 2009 – A Deep Dive

THAT’S ALL FOLKS!  Catch me on the Intergen Stand  if you want to see more or chat

 Go to http://www.dynamicsnavtestdrive.com/  if you want to try it out for yourself  Go to www.teachmenav.com

 to learn more about my book  and to read my blog posts on NAV

Microsoft Dynamics NAV 2009 – A Deep Dive

MASON’S BIT...

Microsoft Dynamics NAV 2009 – A Deep Dive

 Our Role Tailored Client (RTC)

Microsoft Dynamics NAV 2009 – A Deep Dive

Big wins for Port Nelson with the RTC: 1. Executives (Screen Layout)  Approvals (Electronic PO’s)  SQL Reporting 2. Purchase Order Management  PO’s not approved  PO’s Approved not received  PO’s Received not invoiced 3. Single Click operation  Customisable screens for user and role

Microsoft Dynamics NAV 2009 – A Deep Dive

Recommendations: 1. Get staff onto RTC asap 2. Spend time getting the Role’s clearly setup, their input early. 3. Felt a Loss of control at administrator level.

 Did not pick up the tricks this time around.  Need developer input now??? 4. Home Centre is BRILLIANT for users!!!