Welcome! Microsoft Dynamics NAV User Group (NAVUG) Milwaukee Chapter Meeting @NAVUG www.navug.com info@navug.com

Agenda Welcome & Introductions 12:00-12:10 NAVUG News & Chapter Business 12:10-12:15 Tips & Tricks 12:15-12:20 Educational Session 12:20-1:20 Tour 1:20-1:40 Break 1:40-1:50 Member Showcase 1:50-2:30 Roundtable Discussions 2:30-4:00

Welcome & Introductions Name Company Role in Company What version of NAV are you currently using? If you could eat one meal for the rest of your life, what would it be?

Next meeting? Date: March 22, 2017 Time: 12pm – 4pm Place: Microsoft Office?? Topics: BI - John Kalb Member Showcase: Any Volunteers?

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Tips & Tricks Presented by Greg Enns Tweet During today’s meeting: @NAVUG, #NAVUG<Location>, #NAVUG<Topic>

Zoom Classic Client Ctrl + F8 2009 RTC thru 2017 Ctrl + Alt + F1

Date Entry Tips Date Wanted Just type… Today T 13th of the current month 13 Jan 20th of the current year 0120 or 1/20 Nov 7 2013 110713 or 11/7/13 Monday of this week M Jan 1 to Mar 31 of this year 0101..0331

Educational Session - Reporting Presented by Greg Enns & Alex from Jet Reports Tweet During today’s meeting: @NAVUG, #NAVUG<Location>, #NAVUG<Topic>

NAV Reporting Tools NAV Stock Reports Free Tools for Beginners Jet Express, Excel Free Tools for Advanced Users SSRS (SQL), PowerBI, PowerPivot Mid-level Tools ($$) for Advanced Users Jet Professional, FRX, Management Reporter, Crystal Reports Advanced Level Tools ($$) Jet Enterprise, PowerBI, BI360, TargetBI, DeFacto (financial reporting), Tableau

Member Showcase Featuring: TAPCO Tweet During today’s meeting: @NAVUG, #NAVUG<Location>, #NAVUG<Topic>

Tour Features Bartender – make labels Shop Floor reporting Lanham EDI - Amazon The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting.   Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Networking Break Follow us on Twitter: @NAVUG Like us on Facebook: NAVUG-Microsoft Dynamics NAV User Group Follow us on LinkedIn: NAVUG – Official Microsoft Dynamics NAV User Group

TAPCO Other topics VMI Management process with auto replenishment Planner 1 – visual scheduling WHS management system The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting.   Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

TAPCO Reporting Demonstrate how they do their reporting using excel! The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting.   Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Roundtable discussions – You Choose! How did you decide to use Dynamics NAV? What installation tips can you share? What features do you use that were included in NAV? What 3rd party tools do you use? How have they made you more efficient? What tools do you use for financial reporting? What resources do you use for support?

Thank you for attending our meeting, and we look forward to seeing you next time! Please provide feedback by completing the post meeting survey. Your opinion is valued!