Extending the Reach of NAV. NAV SharePoint and Web client

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Extending

the Reach of

NAV

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Our Agenda

Client Positioning

SharePoint Client

Cloud Based

Web Client

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Your Awesome Presentation Title - edit master to update this

Your presenter/s

 Based in Perth  Relocated Safa

Adriaan Rootman

Senior Dynamics Developer

 Based in Auckland  Relocated Cantab

Derek Lamb

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Richness, Vividness & User productivity

Anywhere access through multiple devices with No

client installation

Enhanced Business Productivity through Microsoft SharePoint Full Microsoft Dynamics

NAV application

Full Microsoft Dynamics NAV application in a

web browser

Microsoft Dynamics NAV Portal framework for Microsoft

SharePoint

Self Service Applications and Collaboration

All based on the same code base

Investment

Clients in Microsoft Dynamics NAV 2013

Clients for your needs – The choice is yours

Windows Client

Web Client

SharePoint Client

ERP User Core ERP User

Light or Occasional ERP Users or Microsoft

SharePoint Users or External users

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Web Client

Out of the box zero footprint client

Solution

 Microsoft Dynamics NAV Pages and Reports shown in a web browser

 The Web Client is a lighter version of Microsoft Dynamics NAV in a web browser

 Microsoft Dynamics NAV business logic in a web browser  Limitations compared to the full Windows Client

 Zero Deployment

 Functional support for multiple browsers on different devices  Realize more value from your technology investments

Usage

 One-click into Microsoft Dynamics NAV  Simplicity

 Cannot change the language, company, or work date  No special training required  No Departments, NavigatePage  Give users new ways of accessing

relevant data and information in Microsoft Dynamics NAV

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SharePoint Framework

Framework to integrate into existing SharePoint environment

Solution

 Microsoft Dynamics NAV Web Parts on Microsoft SharePoint

 Microsoft Dynamics NAV Pages in Microsoft

SharePoint Web Parts Connected to other parts  Microsoft Dynamics NAV

business logic on Microsoft SharePoint

Integration into

Microsoft SharePoint

 Take advantage of the business productivity benefits in Microsoft SharePoint

 Microsoft SharePoint Workflows

 Microsoft SharePoint Search through Business

Connectivity Services  Microsoft SharePoint

Workspace  Microsoft SharePoint

authentication and scalability  Microsoft SharePoint Extranet

Themes &

Branding

 Microsoft SharePoint Visualizations and Stylesheets  Capitalize on Branding Investments

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Your Awesome Presentation Title - edit master to update this • Concurrent user • Windows/SharePoint/Web client • Full functionality • Concurrent user • Windows/SharePoint/Web client • Read + timesheet + write to 3

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SharePoint client

scenarios

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Customer Portal

For a distribution company with remote salespeople

Bakkes is the customer who wants to be able to place orders online, review his invoices, see updated delivery information.

Ali is the AR manager who will approve Sales Orders, manage shipping schedules and Invoicing.

Derek is the Salesperson for Intergen who will be mobile, want to place orders, review contact information and see updated delivery information.

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Customer Portal

Users, Licenses and Solutions

Richness, Vividness &

User productivity Windows Client Full License SharePoint Customer

Portal SharePoint Client

External User (No License required)

Solution

NAV Client

License

Web Client

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Customer Portal

Demo

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Project Portal

A distributed professional services organisation

Joost is the Project Manager for Intergen he needs to create new project portals, update documents, review and modify budgets and approve timesheets.

Piri is a consultant for Intergen needing to view tasks budget information, review and modify documents and enter

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Project Information

Users, Licenses and Solutions

SharePoint Project Portal SharePoint Client Limited User

Solution

NAV Client

License

SharePoint Client

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Leave Requests: SharePoint based workflow

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Employee Expenses:

NAV Expense entry and approval

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Timesheets: Dynamics NAV Timesheets and Approvals .

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My Site: Standard SharePoint capability

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Purchase Approvals:

Automated financial delegated

authority

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Distributed Budgeting:

Collaborative budgeting

process using Dynamics NAV Budgeting

■

Departmental Reporting:

Combination of Dynamics

NAV reports and SharePoint BI

Employee Portal

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■

Production Forecasts: Collaborating to improve supply

chain

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Catalogue update: Upload of product catalogue using

standard SharePoint document management

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Invoice & Payment information: Real time payment

information .

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Vendor performance: Scorecard of Vendor performance

utilising BI functionality.

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Quote management: Allow Vendors to enter Purchase

Quotes directly into NAV.

Vendor Portal

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In Summary…

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Web Client is out of the box

■

SharePoint Framework integrates as web parts

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Single code source for all three clients

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Customers don’t need a license to access

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When combined with limited user licensing

provides cost effective solution

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Do you want to

know more?

Find me in the

Experience Lounge

at the end of this

presentation.

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Thank you

[email protected]

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Page with full

picture and

some text

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Example of icon usage

Icons

67%

74%

24%

84%

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Columns for lots of info

2 Column Page

 Less Can Be More: Difficult to do at

times, but your audience may not always appreciate a lot of text.

 Charts and Images: Where possible,

please ensure charts and images don’t cover the slide’s title or the “line” across the bottom.

 Colours: Try to stick to the standard

Intergen colour palette.

List Heading {Segoe UI Semi bold 14 pt.} List Heading {Segoe UI Semi bold 14 pt.}

 ‘Thank You’/’Question’ slides: These

have been provided. Please use these as-is to be consistent

 Customer Slides: Print or save these as

PDF files to maintain the look and feel of the presentation

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Table Page

Column Title Column Title Column Title Column Title

Column 1 Column 2 Column 3 Column 4

Column 1 _{Column 2} _{Column 3} _{Column 4}

Column 1 Column 2 Column 3 Column 4

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Colour range increased for charts

0 1 2 3 4 5 6 7

Category 1 Category 2 Category 3 Category 4

Series 1 Series 2 Series 3 Series 4 Series 5 Series 6

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Sub Section

Title with image

on the right

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“Intergen are the experts and

a pleasure to deal with. They

make me look good”

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