1. Microsoft Dynamics NAV
Priyank Jain
Microsoft Dynamics NAV Product Consultant | Hexaware Technologies Ltd |
Rajinish Menon,
MBS Partner Lead, Microsoft
Priyank Jain
Hexaware Technologies Ltd

2. Agenda Enterprise Resource Planning (ERP) Microsoft Dynamics NAV
Functional
Technology & Architecture
New Feature Enhancements in NAV 2009
Statistics
Market Growth
References
Q&A

3. Microsoft Business Solutions
Microsoft’s value proposition for small to corporate businesses
Solutions that help solve your business problems
People who understand your needs
An investment for the future
Enable people and businesses throughout the world to realize their full potential
Microsoft’s mission is to Enable people and businesses throughout the world to realize their full potential.
At the core of Microsoft Business Solutions is our brand proposition. We strive to be the trusted partner that unites flexible technology with business insight to help customers achieve lasting success by making smarter, faster business decisions.
This promise defines who we are and what we offer our customers. It expresses the trust we've earned in the marketplace over the last 20 years—delivering products, services and support to more than 250,000 customers throughout the world.
It expresses the long-term partnerships we have forged with our channel partners and customers; and the unique combination of flexible technology and business insight that enables our customers to run their businesses better by making smarter, faster business decisions.
[CLICK] First we’ll explore the value proposition of Microsoft Business Solutions and gain an understanding of the kind of insight and answers our solutions deliver, as well as the types of results our customers are experiencing. You’ll hear from our customers, and see some of these solutions in action and [CLICK] then we’ll take a look at what makes it possible for customers to experience the benefits that they are. How are these solutions developed to fit the needs of your business? How are you supported for the long run? It’s not enough that the software is flexible.
In order to make it work for your business, [CLICK] you need a local partner who has the competence to both understand your business needs and adapt the technology to your way of doing business. And finally, [CLICK] we’ll share Microsoft Business Solutions commitment to our customers today and for the future.
Next Slide:
Our business applications alone wouldn’t be complete without looking at the larger picture, which includes the infrastructure and productivity solutions that enable things to work effectively.
2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

4. Real Businesses… Real Issues
“After answering the phones, we would have to go to the files to look up the information that the customer wanted.”
– Norma Damiano Customer Service Specialist, ATECO
“We needed a system that would integrate financial applications with just about anything else…”
– Nick Chunias CEO, MuscleMasters.com
“It once felt like we were using a flashlight to search a dark basement for clues about finance and resource usage. With Microsoft Business Solutions, the lights are on and we can see what we are doing”
– Gordon Howell President, Mentor Engineering
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“After answering the phones, we would have to go to the files to look up the information that the customer wanted.”
Norma Damiano, Customer Service Specialist, ATECO
MuscleMasters.com, Chunias says, “We needed a system that would integrate financial applications with just about anything else…”
“We had to type timesheet data into Microsoft® Access, print paper reports, and retype the data into Microsoft® Excel. Next, the data was retyped into accounting software and sent to payroll processing. Then someone had to type the payroll data back into the accounting software as a journal entry.” Chris Robuck, Finance Director, Sherwood, Oregon.
2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

5. Address The Pressures Head-On
Business Pressures
Address The Pressures Head-On
Internal Reality
Current business software is outdated and inflexible
Does not provide clear view of finances
Customer and suppliers requesting new systems
Employees doing all they can with existing systems
Can’t disrupt business
Today’s Demands
Need to increase employee productivity
Need to streamline operations and realize efficiencies
Need better access to information and reporting
Need to consolidate multiple systems and connect departments
Have outgrown current system
Is it the right decision?
Is it reliable, dependable, and secure?
Will it last for the long term?
Anxiety Over Change
Invest in dependable technology that will help increase productivity and connect your business
Today’s demands put a lot of pressure on your business. You have to not only keep up with but outpace your competitors, you need to stay in touch with your customers and partners, you need to find ways to empower your employees so they can be more productive and you need to stay in control of finances.
However, the internal reality is that your current business software no longer exactly fits your needs and changing it is expensive, if even possible. It doesn’t give you a clear picture of your financial situation, or perhaps your suppliers or customers are demanding a different set of technologies than you currently have, and your employees are doing what they can with the system but they seem to be wasting a lot of time just bending to its rules and whims, rather than the other way around.
Whatever you do can’t disrupt your daily business, because we all know that just a few days of downtime can spell disaster for any business.
However, you realize that you have to do SOMETHING.
And there is real anxiety associated with making any changes.
Can I afford it? Not just the upfront cost, but maintenance over time.
Can I do it?
Worried about making wrong decision….What if a choice today limits me from something that sounds good tomorrow.
Once I do decide to move forward how do I know that the solution will be with me for the long term?
Than answer is that you can address these pressures head on by investing in dependable technology that will help increase productivity and connect your business.
You might be thinking, ok, but what does that technology look like…
2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

6. Technology That Can Help…
Improve productivity and empower employees
Streamline and automate business processes
Enable insight into business
Connect you with your customers and partners
Connect with your customer base more strategically and provide world class customer service
Streamline purchasing, order processing, inventory, etc.
Provide a stable, reliable, secure environment
Built on a solid foundation with wide-spread support
Adaptable to your business needs
Integrate all areas of business
Inventory, Finance, Budgeting, Project Management, Sales and Marketing, Payroll, Customer Service, Supply Chain, etc.
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1. Empower your employees
Streamline and automate business processes so employees can focus on increasing business value rather than manual tasks like stacks of paperwork, backlogs of orders and data re-entry (which is prone to errors causing all sorts of other problems)
Enable insight into business with powerful analysis, reporting, forecasting & budgeting tools. Employees are able to do their jobs much better, and you are able to better understand the health of your business when you can view, analyze and create detailed reports of business data and metrics. But this has to be quick and easy or it simply won’t get done, at least not as often as it should.
Better allocate resources with project management that is integrated with your accounting system and only take on projects that have a high chance of success. With good Project Management and Accounting you can more accurately predict which projects have a better chance of succeeding and which ones will likely fail. You can move resources to the successful projects and avoid the losers before they drain your business. Employees are empowered to succeed instead of doomed to fail.
2. Connect you with your customers and partners
By connecting with your customers you can understand just who your customer is, what their needs are, what causes them to buy and how to sell them additional products and services based on their buying patterns.
Get technology that can help you connect with your partners and suppliers so you can streamline and automate your purchasing and order processing processes and stay in control of inventory
3. Provide a stable, reliable, secure environment
Make sure the technology you choose is stable, secure and has been around a while. There is nothing more frustrating than buying a solution and then not being able to locate the company who created it a few years later when you have outgrown. Get a solution that is build on a solid foundation and has widespread support and that is completely adaptable to your business, now and in the future.
4. Integrate all areas of your business
Finally, you need a solution that can help integrate all aspects of your business. This is really the only way to streamline all your business processes. You can connect everything: Inventory, Finance, Budgeting, Project Management and Accounting,, Sales & Marketing, Payroll, Customer Service etc…
Next Slide
What is Dynamics NAV
2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

7. Integrated Innovation
Development Tools
ISVs
Customer Relationship Management
Supply Chain Management
Financial Management
Analytics
Key Points:
Microsoft’s mission Microsoft Business Solutions delivers on this mission through solutions and technology that address a wide spectrum of business needs.
Full Value “stack” is what sets us apart
Detail:
Let’s start at that first key component – the development tools layer. Visual Studio gives us and our ISV partners the tools needed to design an infrastructure that is customizable and affordable for your business.
the development tools layer. Visual Studio gives us and our ISV partners the tools needed to design an infrastructure that is customizable and affordable for your business.
The next level – the gray blocks on the left – show our ongoing investment in servers – from Small Business Server to SQL Server to Exchange, give you a data repository that is trustworthy and scalable to meet your information storage and reporting needs.
The green blocks on the right are focused on productivity. Many of you may use Office and Windows in your business – and, the more that we integrate our business applications within this framework you are familiar working in, the faster your team can be productive and effective in using business applications in their jobs. Our intent is to continue to merge all applications together, so that workers no longer have “Multiple systems” to work between, but rather one interface that provides all functions one needs to be productive. This includes , word processing, transition posting, tracking customer interactions, and more. Productivity means cost savings to you, and the total solution from Microsoft is designed to help you meet those goals!
[CLICK]
Microsoft Business Solutions provides business applications that connect or integrate vital business processes – both internal and external – within an organization.
These processes consist primarily of managing financials, managing customers and sales, managing the operational side of the business such as the supply chain, and finally, managing the information needed for the business to run successfully through Analytics and Reporting.
We consolidate these process groups and provide solutions that connect and streamline them through technology – so that our customers can focus more on making decisions on how to run their business, rather than worrying about the manual steps it would take to manage their business if they did not have applications such as MBS apps.
The first category is ERM – this stands for Enterprise Resource Management and primarily focuses on the financial side of the business, but also integrates in Human Resources and Payroll processes, and managing projects within an organization for highest profitability. Our ERM solutions are designed to fit an organizations needs in these areas – right out of the box, but can certainly be customized to uniquely fit a customer’s needs if desired.
The second category is CRM – this stands for Customer Relationship Management, and manages the sales, marketing and service automation needs within a company. For those of you in the room that may work in sales, you know what it’s like to manage a lead through the entire sales process – CRM applications help you do that by giving you the information and resources you need to more efficiently close that deal. Likewise, on the service side – as soon as a customer calls in with a service request, technicians are equipped through CRM to see status reports, or even to order inventory or other items that will satisfy the customers service request.
Third is SCM or Supply Chain Management. For organizations that need to carry inventory, manufacture products, and get them to the retail store, or customer location, automating the supply chain process is very important to company profitability by means of trimming costs and making processes more efficient. The MBS SCM applications help businesses manage these types of processes, so that nothing is overlooked, and in many ways, things take care of themselves through pre-built applications from us, designed to meet the customer’s needs.
Finally – every business needs information to run smoothly, and MBS analytics applications help companies plan and budget, as well as run reports in any format for people who need information. Analytics capabilities are prevalent across all of our applications, so that any user is informed, and the real value of the solution shines through.
We design our products so that they connect – or integrate together, so, CRM is talking to Financials, and inventory is updated through purchasing.
Our applications are designed for companies across many industries. However, many customers prefer to purchase more specific applications that are created with their industry needs in mind. For that reason, we partner with countless ISV partners who develop add-on products that compliment our core solutions you just learned about.
Our end-goal in designing solutions – along with our industry partners, is to help you integrate and connect for greater efficiency and cost savings. By empowering your employees, connecting with customers, and integrating with business partners, you can affectively compete by having a thorough view of your business. Business Insight like this enables you to grow, profitability. Our solutions, our partners and our services are committed to helping you realize your potential
2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

8. What Is Microsoft Dynamics NAV?
Microsoft Dynamics NAV gives you the freedom to focus on your business
Business growth
Data integration
Customizable solutions
Slide covers the overall view of what Microsoft Dynamics NAV is and what it will achieve for your business:
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For diagram
Business Growth
Microsoft Dynamics NAV is an integrated business management solution designed for growing mid-market companies that want the freedom to focus on their business.
It adapts to your changing needs and provides a solution that is continually innovative and also backed up by a vast network of Microsoft Certified Partners.
Data Integration
Microsoft Dynamics NAV integrates critical financial, operations, customer, distribution, and e-commerce data into one solution you can implement rapidly, learn and use easily, and customize and maintain with minimal disruption to your business.
It will sharpen your competitive edge by providing deep access to integrated information, powerful analytic tools and superior service capabilities.
Customizable Solutions
Microsoft Dynamics NAV is fully customizable and with it you can build a solution that meets the specific needs not only of your business, but also your industry.
This will give you the freedom to focus on your business and adapt efficiently to market changes without disrupting everyday operations
2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9. Microsoft Dynamics NAV Benefits To You
Increase productivity
Microsoft Dynamics NAV benefits your business by helping you:
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Increase productivity and control with an integrated, easy-to-use solution that helps you simplify business processes and maximize operational efficiency.
Sharpen your competitive edge with deep access to integrated information, powerful analytic tools, and superior customer service capabilities.
Grow your business with a solution designed to adapt to changing needs and continuing innovation, backed by Microsoft.
Connect people, information, and processes and work without barriers across a global marketplace.
Next Slide
Further detail on each business objective will be given in the following slides, starting with increasing productivity
Sharpen competitive edge
Grow your business
Increase collaboration with customers and partners
2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

10. Microsoft Dynamics NAV
Microsoft Dynamics NAV is an enterprise resource planning (ERP) software product from Microsoft for small and medium-sized enterprises.
Contains the following Modules
Finance
Manufacturing
Customer Relationship Management
Supply Chain Management
Analytics and Electronic Commerce
Features:
Multilanguage
Multicurrency
Tightly Integrated with Microsoft Office
Applications
TECHNOLOGY
REPORTING
& ANALYTICS
CRM FM
SCM
COMMERCE E-

11. Functional Modules Financial Management General Ledger Payables
Receivables
Fixed Assets
Inventory Costing
Bank Reconciliations
Intercompany Transactions
Localizations – Taxations
Prepayments

12. Functional Modules Manufacturing Production Orders Bill of Materials
Supply Planning
Capacity Requirements
Planning
Scheduling
Sub-contracting

13. Functional Modules Supply Chain Management Sales Order Management
Purchasing Order Management
Inventory Management
Manage single or multi-site
warehouses
Planning – MPS/MRP
Document Approvals
Document Archiving

14. Functional Modules Customer Relationship Management
Manage Customer Records
Sales histories
Marketing Campaigns
Track Customer Activity
Sales Forecasting
Integration with Outlook

15. Functional Modules Human Resource Management Employee Data Management
Track Absences
HR Dashboard

16. Microsoft Dynamics NAV

17. Microsoft Dynamics NAV Business Analytics

18. Architecture Integrated Development Environment Database GUI (Windows)
Employees
Commerce Portal
Microsoft Navision Database Server
Customers & Business Partners
Application Server
Commerce Gateway (B2B)
Microsoft SQL Server 2005
Worldwide Generic Objects
Country-specific Objects
External Applications
Customer-specific Objects
Vertical Solutions Objects

19. Technology Framework Efficiency Collaboration Openness Reliability
Employee
Application Server
Commerce Portal
Collaboration
Commerce Gateway
Openness
Commerce Server
Microsoft Navision Database Server / SQL Server
Reliability
BizTalk Server
Adaptability
Client
Business Logic
Database
Report
Form
Code Unit
Dataport
Table
XMLport

20. Technology Client/Server Integrated Development Environment (C/SIDE)
Object Based. C/AL used for writing functions in C/SIDE
C/SIDE contains 8 types of Application Objects
Tables
Forms
Reports
Dataports
XMLports
Codeunits
Menusuites
Pages

21. Technology
A Table describes how data is stored in the database and how it is retrieved. Contains special fields – SumIndexFields , FlowFields, FlowFilter Fields.
A Form is used to display data to the user in a familiar and useful way. AutoSplitKey for Line No. field.
Reports allows the user to summarize and print out detail information using the filters and sorting that he or she chooses
Dataport allows to export or import table data as CSV, Text
XMLport allows to export or import table data in XML format
Codeunits organize and group the code containing the business logic
Menusite contains the menus that are displayed in the Navigation Pane
Pages replaces forms in Role Tailored Client.

22. Feature Enhancements in NAV 2009
Role Tailored Client – Customizable user interface to support job functions of different work roles in an organization
Pages – Pages replaces forms in Role Tailored Client. It offers a visual experience more closely aligned to Microsoft Office and Windows Vista
New Reporting Functionality – Contains the SSRS Reporting Services in Role Tailored Client
Web Services – Web services are the standard for application to application integration. Any page or codeunit can be exposed as web service. So Business logic can be executed outside NAV
Mobile Functionality – Mobile users can interact with NAV using Microsoft Dynamics Mobile 2008 – Mobile Sales from a mobile device

23. References Microsoft Dynamics NAV 2009
Microsoft Dynamics NAV Community
Microsoft Dynamics NAV Team Blog
Microsoft Dynamics NAV Developer Center

24. Statistics & Scope More than 45,000 customers
More than 1,600 certified Partners
More than 40 localized versions of the product
Sold in more than 130 countries
More than 1000 add-on solutions

25. Contact & QA Company Dynamics Site
Address

26. Thank you