1. Welcome! Microsoft Dynamics NAV User Group (NAVUG)
[Insert Chapter Location Here] Chapter Meeting
@NAVUG

2. 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

3. 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

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

5. 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!

6. NAVUG Event Calendar Not sure which conference is right for you?
FOCUS
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
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:

7. Chapter Business:
NAVUG Academy is next
Sponsor videos

8. 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
Financials
Administration
Chapter Business:
Sponsor videos is next
Manufacturing
BI & Reporting

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

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

11. 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

12. 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

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

14. Now What?
Who attended Focus?

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

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

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

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

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

20. 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.

21. 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?

22. 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

23. Architecting Today’s Complex Systems Environments
Johannes Gudmundsson

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

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

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

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

28. The importance of systems architecture
9/10/ :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.

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

30. 9/10/ :26 PM
“If you think good architecture is expensive, try bad architecture” – Brian Foote

31. Example of Systems Outside NAV
9/10/ :26 PM
Example of Systems Outside NAV
CRM
Data Warehouse
Route Planning Logistics
Power
Apps
Business Intelligence
B2B
Flow
MS NAV
B2C
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.

32. Example of Systems Inside NAV
9/10/ :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.

33. Permission Schemes From NAV Outside NAV
9/10/ :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

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

35. Do’s and Don’ts Do Don’t Try to use the base product
9/10/ :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

36. 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!