Presented at Intergen's Dynamics Day '11

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 “9”
NAV “8” Continued innovation
targeted at mid-market
NAV “7” with particular focus on:
Compelling Business
NAV 2009 R2 Functionality
Application enhancements More Users, More Simplicity
Integration to Microsoft SharePoint User Productive Productivity
Dynamics CRM Client Richness More Software + Services Dynamics User
Online Payments Service RoleTailored .NET Experience Leadership
Page Design/Debug
Role Tailored Client access Programming Environment Microsoft technology
Improved Reporting
for hosted, remote and w/in NAV Rapid Time-to-Value
Office 2010
roaming users Full .NET Runtime
Online Services
Windows 7 UX
Business Data Visualizations
MAJOR RELEASES
Q4 2010 2011-2012 2013-2014 2016-2017
SERVICE PACKS / MINOR RELEASES
Additional Additional Additional
SP’s SP’s SP’s
RTM RTM RTM

6. NAV Update & Roadmap
10. Improved Help and Documentation

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

8. NAV Update & Roadmap
8. Custom Controls

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

11. NAV Update & Roadmap
5. Role Centre

12. NAV Update & Roadmap
4. Saved Views

13. NAV Update & Roadmap
3. Action Pane

14. NAV Update & Roadmap
2. Personalisation

15. NAV Update & Roadmap
1. Menu Search

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. NAV Update & Roadmap
CRM Connector

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. NAV Update & Roadmap
Jet Essentials

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 •Dynamics NAV •Strategic and
integration integration operational
•Microsoft Dynamics SL •Richer report viewing budgeting/forecasting
integration experience •Budget reporting
•With Dynamics SL •Consolidate data from •Migration from
release other General Ledgers Forecaster
•Currency translation in •More flexibility in •Financial reporting
Microsoft Dynamics GP report output types enhancements
•Microsoft Forecaster and locations where
integration reports are stored,
including SharePoint
•Scheduled reports
2H CY2010 2H CY2011 2012+

34. NAV Update & Roadmap
Management Reporter Report designer

35. NAV Update & Roadmap
Report Viewer

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. NAV Update & Roadmap
Revenue Tab

41. NAV Update & Roadmap
HR Master screen

42. NAV Update & Roadmap
Workflow

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