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

2. Agenda Welcome & Introductions NAVUG News & Chapter Business
Sponsor Videos Presentation
Tip/Trick
Lexmark Presentation – AP Automation
Member Showcase
Roundtable Discussions

3. Welcome & Introductions
Name
Company
Role in Company
Microsoft Dynamics NAV Version
What version of NAV are you currently using?
What is the furthest you traveled?

4. Next meeting? Date: June Time: 12:00 to 4:00 pm Place ???
Topics: Finance Budgeting
Month End Close
Member Showcase: ??

9. 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
Manufacturing
BI & Reporting

10. Sponsor Videos and/or Live Sponsor Presentation
NAVUG Annual Sponsor Videos
Live Sponsor Presentation
2015/2016 Sponsors:
Tweet During today’s #NAVUG<Location>, #NAVUG<Topic>

11. Tips & Tricks Presented by Greg Enns
Tweet During today’s #NAVUG<Location>, #NAVUG<Topic>

12. Excel Christmas Tree filter
An example situation: Want to see information about footswitches that are repairable.
Start in NAV and create the list of items in NAV.

13. Send this list to Excel (Actions > Send To > Excel) OR “Ctrl + E” OR “Copy Rows”

14. 1. Insert a column next to “No.” column.
2. Copy the first item # into the new column.
3. Enter the magic formula into the 2nd row.

15. Hit enter to see that it combined the first item number with the second and created a NAV filter!
Copy/Paste your formula to the next row….
Watch your filter grow!!!

16. Copy and paste the formula all the way down the list.

17. The NAV filter is in the last cell of the “Filter” column (column B)
The NAV filter is in the last cell of the “Filter” column (column B). Copy and paste this filter anywhere in NAV.
NOT JUST FOR ITEMS…
This works great with Customer Numbers, Vendor Numbers, Document Numbers, etc.

18. Educational Session Lexmark AP Automation
Tweet During today’s #NAVUG<Location>, #NAVUG<Topic>

19. 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

20. Member Showcase Featuring:
KitPackers and ResinLab
An Ellsworth Adhesives Company
Tweet During today’s #NAVUG<Location>, #NAVUG<Topic>

21. Member Showcase Introduction of Company Tour Presentation
Intercompany transfers
Split cost invoicing
Subcontractor WS
Labeling
Cycle Count
Jet reporting
Quality
Production Scheduling
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

22. 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?

23. 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!