Welcome! Microsoft Dynamics NAV User Group (NAVUG) [Insert Chapter Location Here] Chapter Meeting @NAVUG www.navug.com info@navug.com

Agenda 9:00 Welcome & Introductions 9:30-ish NAVUG News & Chapter Business 9:46 Sponsor Videos Presentation 9:50 Member Showcase – California Chamber of Commerce Break 10:30 Partner Showcase – Beck Consulting 11:30 FOCUS Roundtable 12:00 Griselda’s World-Famous Tex-Mex

Welcome & Introductions Name Company Role in Company What version of Microsoft Dynamics NAV are you currently using? What issues or concerns brings you to the meeting today? Getting to know you? Name the strangest food you’ve eaten? Chapter Business is next: Next Meeting NAVUG Membership Summit plug NAVUG Academy

Next meeting? Date: NAVUG Annual Sponsor Videos Time: Place: Topics: Member Showcase: Chapter Business: NAVUG Membership is next Summit plug NAVUG Academy Sponsor videos

UNLOCK YOUR FULL DYNAMICS POTENTIAL WITH NAVUG Access Proven Solutions Find real-world answers for your challenges and learn best practices from users like you who have ‘been there, done that.’ Enjoy reliable support at your fingertips.   Connect With Proficient Users Make connections with your peers, Microsoft MVPs, All-Stars, and other subject matter experts. Tap into this expertise 24/7. Train Productive Teams Take advantage of virtual education, special interest groups and online forums, tech tips, local meetings, and annual events. All at a discount. Chapter Business: Summit plug is next NAVUG Academy Sponsor videos Save costs. Save time. Save sanity. We’ve saved you a seat! Over 17,000 of your Dynamics NAV peers are waiting for YOU to join the Community! www.navug.com/join

NAVUG Event Calendar Not sure which conference is right for you? FOCUS www.ugfocus.com May 10-11, 2017 St. Louis, MO Deep-dive education with functional tracks – CFO/Controller, Developer, NAV Administrator - for advanced Dynamics NAV users. SUMMIT 2017 www.navugsummit.com October 10-13, 2017 Nashville, TN Leading live-event featuring community-produced education and optimal networking opportunities. Leading live-event featuring community-produced education and optimal networking opportunities. SUMMIT 2018 October 15-18, 2018 Save the date! Chapter Business: Summit plug is next NAVUG Academy Sponsor videos Not sure which conference is right for you? Visit: www.navug.com/overview

Chapter Business: NAVUG Academy is next Sponsor videos

NAVUG Academy Training The premier learning destination for all Microsoft Dynamics professionals Distance Learning Live instructor-led training at your own desk Half Day, Full Day & 2 Day class formats Many classes use virtual hands-on labs Paid Members receive a 50% discount On-Site Learning Instructor-led training at a User Group event 19 classes offered at NAVUG Summit www.NAVUG.com/Academy Financials Administration Chapter Business: Sponsor videos is next Manufacturing BI & Reporting

Next meeting? Date: NAVUG Annual Sponsor Videos Time: Place: Topics: Member Showcase: Member Showcase is next

Member Showcase Featuring: California Chamber of Commerce Rob Vargas Karen Olson Tweet During today’s meeting: @NAVUG, #NAVUG<Location>, #NAVUG<Topic>

Member Showcase Who We Are and What We Do What Modules We Use Version Number of Users How Long What ISV's and How We Use Them Favorite Module and Why Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know) Where Do We Go for Answers Questions? 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

Partner Showcase Cheryl Irons, Beck Consulting bcERP What’s new in NAV Upgrades? Tweet During today’s meeting: @NAVUG, #NAVUG<Location>, #NAVUG<Topic>

Now What? Who attended Focus?

Roundtable Conversation: FOCUS 2017 Format Depth Interaction Who attended Focus?

Roundtable Conversation: FOCUS 2017 SUMMIT Large groups 1,500 NAV users 45-50 minutes FOCUS Small classes <500 attendees 90-120 minutes Next slide is an example – some of you may have attended this session.

Cross UG Summit EMEA 2017 9/10/2018 10:26 PM © 2017 Dynamic Communities. All rights reserved.

Row the Boat! How to Close your Books in 3 Days Kerry Rosvold Microsoft MVP Business Solutions

Session Objectives Understand why closing the month faster matters Learn techniques to close faster Take actionable ideas back to your company today

Fast Close Principles NAVUG NAVUG Focus 2017 9/10/2018 10:26 PM Principle #1 – MINDSET Changing the mindset regarding ME close is most important. Peeps are comfortable/don’t feel they can effect change/even worried about “if this goes away, what will I do?” Need to change EXPECTATIONS (understand why), change the JOB (get to do other things), and have a GOAL (communicate). Don’t sacrifice QUALITY or your initiative will fail. Remember we need to ROW THE BOAT Principle #2 – PLANNING – You have to have a publicly accessible and prominently displayed SCHEDULE, must always focus on what to AUTOMATE, and always ask the question “What can we do AHEAD OF TIME?” Principle #3 – REDUCE – Reduce the number of DECISIONS that need to be made (including approvals), the number of TRANSACTIONS processed, and MEASURE to manage EASIEST: Planning! HARDEST: Mindset! We’re going to go over 25 IDEAS to get you going with closing faster.

Roundtable Conversation: FOCUS 2017 Some Random Highlights for me: Turbo-Charging Your Users Get them out of the search box for repeatable activities When you configure a role, user personalizations are overridden If I Had Known Then What I Know Now About Upgrades Have people work with others to learn their job, write a report and critique Fresh eyes New ideas Sales/Dispatch; Manufacturing/Shipping; AP/Receiving Your Highlights?

Roundtable Conversation: FOCUS 2017 Some Highlights for me: Members: Todd Loiselle, Mastronardi Produce USA Sean Shasteen, The Fishin’ Company Carol Hammer, Sikich Johannes Gudmundsen, Inecta

Architecting Today’s Complex Systems Environments Johannes Gudmundsson

Johannes Gudmundsson CEO iNECTA LLC NAVUG Speaker 9/10/2018 10:26 PM Johannes Gudmundsson CEO iNECTA LLC NAVUG Speaker

Session Objectives To understand how to configure the ideal combination of complementary business systems, add-ons and customizations to Dynamics NAV.

Session Agenda Why is this topic important? NAV centric add-on ecosphere Connections and Permissions Dos and Don’ts The Future Q/A

Architecting Today’s Complex Systems Environments 1<>0 AB=BA The formula is equally simple, but we attach complexity to the variables

The importance of systems architecture 9/10/2018 10:26 PM The importance of systems architecture When the NAV base offering is not sufficient to cover all required business processes. The system will have to be continuously extended to optimize efficiency and performance.

Architecting Today’s Complex Systems Environments Service Management can be used to maintain equipment Item Charges can be used for Rebates

9/10/2018 10:26 PM “If you think good architecture is expensive, try bad architecture” – Brian Foote

Example of Systems Outside NAV 9/10/2018 10:26 PM Example of Systems Outside NAV CRM Data Warehouse Route Planning Logistics Power Apps Business Intelligence B2B Flow MS NAV B2C Email Integration Sales Tax Document Management Other ERP EDI WMS © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

Example of Systems Inside NAV 9/10/2018 10:26 PM Example of Systems Inside NAV MS NAV WMS Credit Card Service Mgt FedEx/UPS Job Mgt Workflow Manufacturing Forecasting Sales Tax Advanced Security EDI CRM © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

Permission Schemes From NAV Outside NAV 9/10/2018 10:26 PM Permission Schemes From NAV Windows Authentication Active Directory Windows Authentication through Single Sign On (Access Control Service) Username authentication through SSL (AD) Username authentication not AD Outside NAV Various

Cloud Concerns Pure Cloud Systems Hybrid Cloud Systems On Premise Fog? 9/10/2018 10:26 PM Cloud Concerns Pure Cloud Systems Hybrid Cloud Systems On Premise Fog?

Do’s and Don’ts Do Don’t Try to use the base product 9/10/2018 10:26 PM Do’s and Don’ts Do Try to use the base product Try to use a known Add-On Inside NAV Try Integrate with Web Service Code with Events Don’t Code directly into SQL Get stuck with a black box Integrate unless you have to

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