1. Welcome! Microsoft Dynamics NAV User Group (NAVUG)
Milwaukee Chapter Meeting
@NAVUG

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

3. 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?

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

5. Join NAVUG Get Started Now Connect, Learn, Share
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Have Questions?
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Being a member of NAVUG means…
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7. Tips & Tricks Presented by Greg Enns
Tweet During today’s #NAVUG<Location>, #NAVUG<Topic>

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

9. 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 or
11/7/13
Monday of this week M
Jan 1 to Mar 31 of this year

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

11. 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

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

13. 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

14. 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

15. 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

16. 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

17. 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?

18. 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!