NAV Update and Roadmap

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2 NAV Update and Roadmap Dave Roys and Derek Lamb 10 August 2011

3 NAV Update & Roadmap Agenda Dynamics NAV Roadmap 2009 R2 features New reporting/budgeting features Questions

4 NAV Roadmap

5 NAV Update & Roadmap Microsoft Dynamics NAV Roadmap NAV 2009 R2 Integration to Microsoft Dynamics CRM Online Payments Service Role Tailored Client access for hosted, remote and roaming users Windows 7 UX Business Data Visualizations NAV 7 Application enhancements SharePoint User Client Richness Page Design/Debug Improved Reporting Office 2010 Online Services NAV 8 Compelling Business Functionality More Users, More Productive More Software + Services RoleTailored.NET Programming Environment w/in NAV Full.NET Runtime NAV 9 Continued innovation targeted at mid-market with particular focus on: Simplicity Productivity Dynamics User Experience Leadership Microsoft technology Rapid Time-to-Value MAJOR RELEASES Q SERVICE PACKS / MINOR RELEASES Additional SP s RTM Additional SP s RTM Additional SP s RTM

6 NAV Update & Roadmap 10. Improved Help and Documentation

7 9. Send to Word/Excel NAV Update & Roadmap

8 8. Custom Controls NAV Update & Roadmap

9 NAV Update & Roadmap 7. Web Services Easily create Web services that allow other programs to extract data from NAV and run NAV business logic, e.g., Interface programs. Scheduled tasks. Web-based clients (such as Stratus).

10 6. Improved Reporting New report definition tool allows betterlooking reports with ability to use charts, colour and to save as Excel, or PDF. NAV Update & Roadmap

11 5. Role Centre NAV Update & Roadmap

12 4. Saved Views NAV Update & Roadmap

13 3. Action Pane NAV Update & Roadmap

14 2. Personalisation NAV Update & Roadmap

15 1. Menu Search NAV Update & Roadmap

16 NAV 2009 R2

17 NAV Update & Roadmap Key Features of NAV 2009 R2 Out-of-the-box integration with CRM RoleTailored Client connecting over the internet Online Payments Services (USA and Canada) User experience enhancements for Windows 7 Business Data Visualisations System Indicator Ability to call.net code and other programmer tools

18 CRM Connector NAV Update & Roadmap

19 NAV Update & Roadmap RoleTailored Client over Internet

20 Demo of R2 Features

21 What s next?

22 NAV Update & Roadmap NAV 7 SharePoint client Better Office Interaction No more Classic Client Forms Better reporting More User Experience Enhancements Azure (NAV in the cloud)

23 Reporting/Budgeting Options

24 NAV Update & Roadmap Reporting/Budgeting options Jet Reports Microsoft Management Reporter Microsoft Forecaster

25 Jet Reports

26 NAV Update & Roadmap Jet Reports Excel based reporting solution. Jet Report Express for Microsoft Dynamics NAV will be released in Q3 CY2011. Jet Report Express is only available for Microsoft Dynamics NAV 2009 or later. Free for new or existing customers on current enhancement plan. Microsoft Excel 2007 or later required.

27 NAV Update & Roadmap Jet Express Functionality

28 Jet Essentials NAV Update & Roadmap

29 NAV Update & Roadmap Excel-Centric Design Reports Use Excel-type Formulas Run Reports Present information in a format which you understand

30 NAV Update & Roadmap Jet Reports solution thoughts Free version has limited functionality Users do require a good understanding of database structures Good option for limited IT team

31 Management Reporter

32 NAV Update & Roadmap Technology Introduction Management Reporter is both the Microsoft FRx replacement product, as well as the foundation for which future Microsoft Dynamics performance management functionality will be built Provides real-time financial reporting to achieve greater visibility across the organization. Empowers decision makers with streamlined reporting that doesn t require IT assistance Direct Integration with Microsoft Dynamics ERP Solutions Build custom reports based on GL data. 33

33 NAV Update & Roadmap Management Reporter Road Map Management Reporter FP1 Management Reporter R2 Management Reporter V3 Microsoft Dynamics AX integration Microsoft Dynamics SL integration With Dynamics SL release Currency translation in Microsoft Dynamics GP Microsoft Forecaster integration Dynamics NAV integration Richer report viewing experience Consolidate data from other General Ledgers More flexibility in report output types and locations where reports are stored, including SharePoint Scheduled reports Strategic and operational budgeting/forecasting Budget reporting Migration from Forecaster Financial reporting enhancements 2H CY2010 2H CY

34 NAV Update & Roadmap Management Reporter Report designer

35 Report Viewer NAV Update & Roadmap

36 NAV Update & Roadmap Solution thoughts Current version has a tired look and feel GL based only Reporting Services better option

37 Microsoft Forecaster

38 NAV Update & Roadmap Key Features Tailored input screens Detailed Security Detailed budget planning for HR, Capex & Revenue Tracking of budget processes using Workflow Reporting capabilities of planning Copy plan features and top-down budget adjustments. Microsoft Office Excel integration

39 NAV Update & Roadmap Forecaster Input Screen

40 Revenue Tab NAV Update & Roadmap

41 HR Master screen NAV Update & Roadmap

42 Workflow NAV Update & Roadmap

43 NAV Update & Roadmap Dynamics NAV integration Not licensed in Australasia for NAV Requires purchase of AX License Integration would be through Excel dumps

44 NAV Update & Roadmap Solution thoughts Tier 2 Budgeting tool Good for organisations who want distributed budgeting Currently stand alone solution

45 Questions

46 Thank you