Anveo Client Suite. for Microsoft Dynamics NAV. Version 8 September 2016

Transcription

1 Anveo Client Suite for Microsoft Dynamics NAV MOBILE APPS Version 8 September 2016 WEB PORTALS

2 Content Overview about Anveo Page 2 Mobile App.. Page 4 Sales App.. Page 5 Service App. Page 7 App Builder. Page 9 Benefits using Anveo... Page 10 Web Portal.. Page 11 Create Your Own Solution In 4 Steps... Page 13 Offline Capability. Page 17 Technical Structure. Page 20 Act Top 5 Arguments. Page 22 Anveo Product Family... Page 23 Next Steps... Page 24

3 Handeln Act Anveo Mobile App Full offline capable App for your laptop, tablet PC and smartphone One solution for all systems Windows Windows Phone ipad iphone Android smartphone Android tablet PC Anveo Web Portal Runs in the browser on your computer without an installation Online, web based live access for restricted user groups: Portal solution for customers, vendors and employees 2

4 New Work Environments with Anveo Benefit from a new Microsoft Dynamics NAV - experience while on the go. Anveo Mobile App makes your Microsoft Dynamics NAV available on your laptop, tablet PC and smartphone - offline capable, regardless of network coverage. Anveo Web Portal is a web based live access for users with restricted rights like customer, vendor or employee portals.

5 Handeln Act One solution for all industries with Anveo a flexible toolkit to create your own app SALES & CRM Quotes, orders, contacts, prices and inventory levels SERVICE Get your to-do list, enter work times, travel expenses and required items. CREATE YOUR INDIVIDUAL APP With Anveo you are able to design your own app from scratch directly in Dynamics NAV. TIME ENTRY ISV Enter time entry and travel expenses with photos of receipts. App for your ISV solution 4

6 Handeln Act Your sales representatives will have all important information at hand.

7 Handeln Act App for Sales Representatives a new, modern working environment for your mobile sales reps. With access to your Microsoft Dynamics NAV data anywhere and at any time. Synchronize your data and work offline, e.g. in a plane Features: Quotes and Orders Offline Price Calculation Digital Signature Item Pictures Access Inventory Levels Product information as PDF - files Contacts and Meeting Reports Sales Presentation and Opportunities Invoices and Credit Memos Customer Ledger Entries 6

8 Work on service orders with service items, their serial numbers and personal to-do lists offline, including work time entry. 7

9 Handeln Act App For Service Technicians Provide a new freedom to your service engineers: Access your data anywhere and at any time using Anveo Mobile App - regardless of network coverage. Features: Service Orders Service Tasks as a To-do List Document Your Work Pictures Drawings Quick Text Entry Time Entry Digital Signature Service Contracts Service Items Components Items Inventory Levels Work on your to-do list on site All work is documented with to-do lists, pictures and drawings 8

10 Handeln Act Your Offline Capable App for Dynamics NAV Create your own custom App based on your requirements - the Anveo Mobile App adapts to your processes. More possible range of applications: Use the Anveo Mobile App on all devices even laptops and hybrid devices with keyboard Tenant walk-through reports Technical tasks Machine services Surveys GPS tracking Production Project documentation Warehouse/logistics Sales Digital item catalog Time and travel expenses CRM contacts and history 9

11 Handeln Act What Is Important To Our Customers? Relevance 97% Work Offline Access to all important data at any time at any place 91% Increase Efficiency fully integrated modern work processes in Dynamics NAV 90 % 85% Full Flexibility Adapting the app to your individual processes 85 % 83% Easy Set-up Configure the App directly in Dynamics NAV client with some mouse clicks 80 % 79% Pre-Configured Solutions Save valuable time and money in the set-up process. 75 % 75% A Solution For All Systems With One Set-Up One configuration for Windows, ipad, iphone and Android 72% Multiple Solutions In A Single System One solution for sales, service and more 70 % 10

12 Handeln Act Sales order card from customer perspective My account with all information at a glance Live access to Dynamics NAV via browser 11

13 Handeln Act Anveo Web Portals Limited live access to your Microsoft Dynamics NAV database PORTAL SOLUTIONS STAFF IN THE FIELD YOUR BENEFITS Customer Portal Vendor Portal Employee Portal Service Technicians Mobile Sales Save business time Support time can be reduced in providing live access to your customer and vendors. LIMITED USERS YOUR OWN PORTAL Exclusive data Customers and vendors can read and modify their data only. Time & Attendance Travel Expenses With Anveo you can set-up any individual web solution. Reduce complexity The user interface provides only required features. 12

14 Create Your Own Solution the simple set-up of Anveo Mobile App and Web Portal Anveo in Microsoft Dynamics NAV. On the following pages, we will show you an example of the Anveo Mobile App configuration. Set-up your individual app in just four steps

15 Handeln Act Define Layout What features to offer in the app? With just a few mouse clicks, you can set-up the layout. Select tables, fields and its layout directly in Windows Client of Microsoft Dynamics NAV. Step 1 Choose A Table Use any tables of Microsoft Dynamics NAV Define Fields And Layout Anveo offers a large variety of layout settings 14

16 Step 2 Set-up of Main Menu The main menu organizes the access to the app features. Each menu entry has its own colors and symbol. Different user groups may have different main menu entries. Set-up in Microsoft Dynamics NAV Result shown in the app 15

17 Handeln Act Configure Behavior The pre-configured Anveo Events Code Units control the behavior of the web portal and the data processing during mobile app synchronization located in Microsoft Dynamics NAV. Use Anveo script to define your mobile business processes and offline reports. Step 3 Set up directly in Microsoft Dynamics NAV. Write your own business code for your app in C/AL-like language called Anveo Script. 16

18 Handeln Act Step 4 Set-up Anveo user Connect your Anveo User to a customer, vendor or sales person/purchaser. Use this relation for a global data filter for all views. Anveo Users control data access restrictions for your mobile users. Select an Anveo User Relation to filter data 17 Done it s just four steps to set-up your own App.

19 Handeln Act When do you need Offline Capability? Get access to your data from Microsoft Dynamics NAV with the Anveo Mobile App anywhere at any time. AIRPLANE TRAIN RURAL AREAS SECURITY AREAS SERVER, ENGINE, TECHNICAL ROOMS AREAS WITH WIFI LIMITATION LIKE HOSPITALS ABROAD DUE TO ROAMING COSTS 18

20 Handeln Act Work Without Network Coverage a sophisticated technical solution for carefree, uninterrupted work. REAL APP WITH MAXIMUM PERFORMANCE CONFLICT MANAGEMENT DEFINE LOCAL BUSINESS LOGIC OFFLINE- DATABASE GENERATE PDFS AND PRINT NUMBER SERIES MGT. 19

21 Handeln Act FIREWALL FIREWALL Technical structure of Anveo Mobile App Get access to your data from Microsoft Dynamics NAV with the Anveo Mobile App everywhere. Save Time & Money Only changes are transferred. Maximum Security NAV Web Service is protected. ANVEO SERVER DYNAMICS WEB SERVICE SQL SERVER ANVEO DELTA SERVER 24/7 App Availability Work without network coverage. Fastest Synchronization Anveo Delta Server calculates changes in seconds. The Anveo infrastructure provides the most sophisticated offline synchronization solution for Microsoft Dynamics NAV. 20 1

22 First Steps with Anveo We will be glad to assist you in evaluating the Anveo Mobile App and the Anveo Web Portal. We offer the following services at no charge: Act Personal Online Presentation Free access to the demo system of Anveo Mobile App and Web Portal Demonstration and training videos on our website Personal Consultation - we answer your questions

23 Act Top 5 App Requirements Compared to Microsoft Dynamics Universal App Dynamics NAV Tablet & Phone Client Anveo Mobile App for Dynamics NAV 1 Should your app always be available? No, online only. Yes, full offline capability is important. 2 Should prefabricated solutions contain? No, only few base features. Yes, optimized solution for mobile scenarios. 3 Which Dynamics NAV is required? Only from NAV 2016 Navision or from Dynamics NAV 2009 R2 4 Do you require digital signature, bar code or drawing tool feature? Not available Signature, Barcode & Drawing available 5 Send push messages from NAV to inform mobile users Not available Available to any event Conclusion: User s Application Range Occasional Use Only As A Reliable Tool for Every-Day Work 22

24 Handeln Act Anveo Product Family The Anveo product family provides powerful add-ons for Microsoft Dynamics NAV. Anveo is sold through the Dynamics NAV Partner channel to more than 200 Anveo partners worldwide. MOBILE APPS WEB PORTALS EDI Create your individual, full offline-capable app directly in Microsoft Dynamics NAV. Web client for portal solutions and limited access users based on NAV 2009R2 to any EDI format without an external converter. 23

25 Act Act Next Anveo Steps EXPERIENCE ANVEO BY YOURSELF Try out Anveo Mobile App for Dynamics NAV with your laptop, tablet PC or smartphone. ONLINE PRESENTATION We ll give answers to all your questions and help you to create a roadmap. Request your personal presentation now at FREE TRAINING VIDEOS Watch our free training videos at our website Learn how-to create your own app with just a few steps. 24 1

26 AnveoNAV.com Phone Europe +49 (0) US (813) Copyright conion media GmbH Fruchtallee 23a Hamburg Germany. All rights reserved. Unauthorized reproduction is prohibited, even in the form of excerpts. No claim whatsoever exists in terms of correctness or completeness. The right to make changes is reserved, even without prior announcement. Microsoft, Microsoft Dynamics and the Microsoft Dynamics logo are either registered brand trademarks or brand trademarks belonging to the Microsoft Corporation in the USA and/or in other countries. Apple, the Apple logo, iphone, and ipad are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. All other corporate names and product names stated in this document are possibly brand trademarks belonging to the respective legal proprietors. Anveo itself is protected as a name and logo at Deutsches Patentamt, the German Patent Office, as a socalled word/picture brand. Anveo is a registered trademark of conion media GmbH Fruchtallee 23a 20259Hamburg, Germany Presented by: