Extending the Reach of NAV. NAV SharePoint and Web client

Transcription

1 Extending the Reach of NAV NAV SharePoint and Web client

2 Our Agenda Client Positioning SharePoint use scenarios SharePoint Client Web Client Cloud Based

3 Your presenter/s Adriaan Rootman Senior Dynamics Developer Based in Perth Relocated Safa Derek Lamb ERP Solution Specialist Based in Auckland Relocated Cantab Your Awesome Presentation Title - edit master to update this

4 Client Positioning

5 Clients in Microsoft Dynamics NAV 2013 Clients for your needs The choice is yours All based on the same code baseinvestment Windows Client Web Client SharePoint Client Core ERP User ERP User Light or Occasional ERP Users or Microsoft SharePoint Users or External users 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 Richness, Vividness & User productivity Anywhere access through multiple devices with No client installation Enhanced Business Productivity through Microsoft SharePoint Your Awesome Presentation Title - edit master to update this

6 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 Your Awesome Presentation Title - edit master to update this

7 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 Your Awesome Presentation Title - edit master to update this

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

9 Your Awesome Presentation Title - edit master to update this

10 SharePoint client scenarios

11 Customer Portal For a distribution company with remote salespeople Derek is the Salesperson for Intergen who will be mobile, want to place orders, review contact information and see updated delivery information. 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. Your Awesome Presentation Title - edit master to update this

12 Customer Portal Users, Licenses and Solutions Solution NAV Client License Core ERP User Web Client Limited User SharePoint Customer Portal SharePoint Client External User (No License required) Richness, Vividness & User productivity Windows Client Full License Your Awesome Presentation Title - edit master to update this

13 Customer Portal Demo

14 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 timesheets. Your Awesome Presentation Title - edit master to update this

15 Project Information Users, Licenses and Solutions Solution NAV Client License SharePoint Project Portal SharePoint Client Full User SharePoint Project Portal SharePoint Client Limited User Your Awesome Presentation Title - edit master to update this

16 Project Portal Demo

17 Employee Portal Will allow us to suggest the best product Leave Requests: SharePoint based workflow Employee Expenses: NAV Expense entry and approval Timesheets: Dynamics NAV Timesheets and Approvals. My Site: Standard SharePoint capability Purchase Approvals: Automated financial delegated authority Distributed Budgeting: Collaborative budgeting process using Dynamics NAV Budgeting Departmental Reporting: Combination of Dynamics NAV reports and SharePoint BI Your Awesome Presentation Title - edit master to update this

18 Vendor Portal Form closer relationships with suppliers Production Forecasts: Collaborating to improve supply chain Catalogue update: Upload of product catalogue using standard SharePoint document management Invoice & Payment information: Real time payment information. Vendor performance: Scorecard of Vendor performance utilising BI functionality. Quote management: Allow Vendors to enter Purchase Quotes directly into NAV. Your Awesome Presentation Title - edit master to update this

19 2013 light clients extend reach of NAV In Summary Web Client is out of the box SharePoint Framework integrates as web parts Single code source for all three clients Customers don t need a license to access When combined with limited user licensing provides cost effective solution Your Awesome Presentation Title - edit master to update this

20 Any questions?

21 Do you want to know more? Find me in the Experience Lounge at the end of this presentation.

22 Thank you

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24 Page with full picture and some text

25 Page with two pictures and heading

26 Intergen structure

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28 Icons Example of icon usage Shopping carts People with ties Graphs Australia 67% 74% 24% 84% Your Awesome Presentation Title - edit master to update this

29 Section Heading

30 2 Column Page Columns for lots of info List Heading {Segoe UI Semi bold 14 pt.} List Heading {Segoe UI Semi bold 14 pt.} 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. 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 Your Awesome Presentation Title - edit master to update this

31 Table Page Simple colour scheme (black, yellow and grey) 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 Column 1 Column 2 Column 3 Column 4 Column 1 Column 2 Column 3 Column 4 Your Awesome Presentation Title - edit master to update this

32 Colour range increased for charts Series 1 Series 2 Series 3 Series 4 Series 5 Series 6 0 Category 1 Category 2 Category 3 Category 4 Your Awesome Presentation Title - edit master to update this

33 Sub Section Title with image on the right Your Awesome Presentation Title - edit master to update this

34 Intergen are the experts and a pleasure to deal with. They make me look good Client Name Position and Title

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