Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael...

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Microsoft Business Solutions– Microsoft Business Solutions– Navision 4.0 Navision 4.0 Finn Boysen - Senior Product Manager, Navision Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision

Transcript of Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael...

Page 1: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Microsoft Business Solutions–Navision Microsoft Business Solutions–Navision 4.04.0Finn Boysen - Senior Product Manager, NavisionFinn Boysen - Senior Product Manager, NavisionMichael Rosenørn - Senior Product Manager, NavisionMichael Rosenørn - Senior Product Manager, Navision

Page 2: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

What’s New in Navision 4.0?What’s New in Navision 4.0?Part OnePart One Main Menu: Navigation Main Menu: Navigation

PanePane KPIsKPIs Information Pane on Information Pane on

Sales DocumentsSales Documents New Reporting FeaturesNew Reporting Features Manufacturing Manufacturing

FoundationFoundation Business AnalyticsBusiness Analytics Business NotificationsBusiness Notifications Industry Specific Industry Specific

SolutionsSolutions

Part TwoPart Two New Application of Customer New Application of Customer

Ledger EntriesLedger EntriesPartial PaymentsPartial PaymentsReversal of Journal PostingsReversal of Journal PostingsUnapply of PaymentsUnapply of Payments

Intercompany PostingsIntercompany Postings Other Microsoft Navision Other Microsoft Navision

Financial Management Financial Management EnhancementsEnhancements

Customer Relationship Customer Relationship ManagementManagement

Quality ImprovementsQuality Improvements E-Biz UpdateE-Biz Update XML I/OXML I/O

Page 3: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

What’s new: Part IWhat’s new: Part I

Page 4: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Main Menu: Navigation PaneMain Menu: Navigation Pane

Familiar Microsoft Office Outlook 2003 environmentFamiliar Microsoft Office Outlook 2003 environment Tailored to specific needsTailored to specific needs Easier navigation = empowered employeesEasier navigation = empowered employees

DemoDemo

Page 5: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Key Performance IndicatorsKey Performance Indicators

New KPI’s for Financial Management, SCM and CRMNew KPI’s for Financial Management, SCM and CRM View KPI’s in a generic graph component in 4.0 that can be View KPI’s in a generic graph component in 4.0 that can be

customized by partnerscustomized by partners Gives even better drill-down capabilitiesGives even better drill-down capabilities

DemoDemo

Page 6: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

SCM – Information Pane on Sales SCM – Information Pane on Sales DocumentsDocuments

Facilitate order-taking processFacilitate order-taking process New UI in Sales PaneNew UI in Sales Pane

DemoDemo

Page 7: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

SCM – New Reporting Features SCM – New Reporting Features

Analysis Reports, Sales and Purchase Budgets and Analysis Views Analysis Reports, Sales and Purchase Budgets and Analysis Views by Dimensions, ideal for companies with simple reporting needs!by Dimensions, ideal for companies with simple reporting needs!

Be flexible with your analysis viewsBe flexible with your analysis views Trace quickly to the source of the problemTrace quickly to the source of the problem Analyze data in real-timeAnalyze data in real-time Support sales and purchasing budgeting and budget follow-up in Support sales and purchasing budgeting and budget follow-up in

monetary values and quantitiesmonetary values and quantities DemoDemo

Page 8: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Microsoft Navision Business Microsoft Navision Business AnalyticsAnalytics

Take action based on up-to-date insight into your businessTake action based on up-to-date insight into your business Analyze data with Microsoft Excel or other easy-to-use front-end Analyze data with Microsoft Excel or other easy-to-use front-end

tools of your choicetools of your choice Streamline your data analysis processStreamline your data analysis process Expand functionality to meet more complex reporting and Expand functionality to meet more complex reporting and

analysis needsanalysis needs Reduce training and support costsReduce training and support costs

Page 9: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

SCM – Manufacturing FoundationSCM – Manufacturing Foundation

Start with the Manufacturing solution that works for your size and Start with the Manufacturing solution that works for your size and needsneeds

Adapt quickly to keep pace in a competitive marketAdapt quickly to keep pace in a competitive market Deliver more responsive customer serviceDeliver more responsive customer service Enhance business performance from shop floor to bottom lineEnhance business performance from shop floor to bottom line Grow your manufacturing solution the way you wantGrow your manufacturing solution the way you want

DemoDemo

Page 10: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

SCM – Business NotificationsSCM – Business Notifications

Save time on tracking and monitoring your supply chain process, Save time on tracking and monitoring your supply chain process, and focus on decision-making insteadand focus on decision-making instead

Gain better control with complete overview of what’s happening Gain better control with complete overview of what’s happening in your supply chainin your supply chain

Integrate your business processesIntegrate your business processes Prevent problems occurring, rather than reacting to themPrevent problems occurring, rather than reacting to them

Page 11: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Industry Specific SolutionsIndustry Specific Solutions

Customers: Customers: Reduce Total Cost of ownership and implementation time Reduce Total Cost of ownership and implementation time Simpler and more structured implementations Simpler and more structured implementations Documented implementation and easier upgrade Documented implementation and easier upgrade

Partners: Partners: Enables sharing of knowledge and solutions between partners Enables sharing of knowledge and solutions between partners Shorter sales cycle and better integration between sales and Shorter sales cycle and better integration between sales and

implementation implementation Shorter learning curve for new consultants and partnersShorter learning curve for new consultants and partners

Page 12: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Example: Implementation (2+5+2) And Example: Implementation (2+5+2) And Components for phase 1Components for phase 1

Sales processSales processDemo based on Demo based on industry industry Interview based on Interview based on QuestionnaireQuestionnaireCollection of Collection of knowledgeknowledge

2 days 2 days preparationpreparationKnowledge Knowledge transfer transfer First customer First customer meeting meeting

QuestionnaireQuestionnaire

5 days implementation5 days implementation• Day1: Kick off Day1: Kick off • Day 2: G/LDay 2: G/L• Day 3: Day 3:

Customer/Vendor Customer/Vendor • Day 4: Inventory Day 4: Inventory • Day 5: Sales/PurchaseDay 5: Sales/Purchase

2 days follow up2 days follow upDay1: onsite Day1: onsite assistance and assistance and follow up follow up Day 2: Evaluation Day 2: Evaluation with customer incl. with customer incl. next stepsnext steps

Industry dataIndustry data

Excel Import/export ToolExcel Import/export Tool

Project ScheduleProject Schedule

Page 13: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Questions?Questions?

Page 14: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

What’s new: Part IIWhat’s new: Part II

Page 15: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Part TwoPart Two New Application of Customer Ledger EntriesNew Application of Customer Ledger Entries

Partial PaymentsPartial Payments Reversal of Journal PostingsReversal of Journal Postings Unapply of PaymentsUnapply of Payments

Intercompany PostingsIntercompany Postings Other Microsoft Navision Financial Management EnhancementsOther Microsoft Navision Financial Management Enhancements Customer Relationship ManagementCustomer Relationship Management Quality ImprovementsQuality Improvements E-Biz UpdateE-Biz Update XML I/OXML I/O

Page 16: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Microsoft Navision Financial Microsoft Navision Financial Management: New Application of Management: New Application of Customer Ledger EntriesCustomer Ledger Entries

Partial payments gives you more flexibility to decide how a Partial payments gives you more flexibility to decide how a payment is appliedpayment is applied

Reversal of Journal Postings and Unapply of Payments enables Reversal of Journal Postings and Unapply of Payments enables you to reverse all postings and changes related to an you to reverse all postings and changes related to an application, both regarding customer ledger entries and vendor application, both regarding customer ledger entries and vendor ledger entries – and include a clear audit trailledger entries – and include a clear audit trail

DemoDemo

Page 17: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Microsoft Navision Financial Microsoft Navision Financial Management: Intercompany PostingsManagement: Intercompany Postings

Increase productivity with reduced workload as you save time on Increase productivity with reduced workload as you save time on multiple data entrymultiple data entry

Minimize errors with automated and up-to-date data between Minimize errors with automated and up-to-date data between your affiliated companies, making the inter-company your affiliated companies, making the inter-company reconciliation process faster, smoother and easierreconciliation process faster, smoother and easier

Transform islands of data for affiliate companies into a linked Transform islands of data for affiliate companies into a linked accounting procedure with a complete audit trailaccounting procedure with a complete audit trail

Better connect with affiliate companies with functionality that Better connect with affiliate companies with functionality that allows for multiple currencies and configurations with more than allows for multiple currencies and configurations with more than one database, to better manage inter company transactionsone database, to better manage inter company transactions

DemoDemo

Page 18: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Other Microsoft Navision Financial Other Microsoft Navision Financial Management EnhancementsManagement Enhancements

Consolidation: give customers more freedom to choose Consolidation: give customers more freedom to choose which method to use when translating the G/L a/c from a a which method to use when translating the G/L a/c from a a foreign entityforeign entity

Chart of Accounts: improved ease-of-use and simplicityChart of Accounts: improved ease-of-use and simplicity Bar Chart in Account SchedulesBar Chart in Account Schedules

DemoDemo

Page 19: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Microsoft Navision Customer Microsoft Navision Customer Relationship Management Relationship Management Digital Security CertificateDigital Security Certificate Two-way synchronization of all fieldsTwo-way synchronization of all fields Grouping Outlook tasksGrouping Outlook tasks Synchronization of Team to-dos/restructuring of Team to-dosSynchronization of Team to-dos/restructuring of Team to-dos SmartTag included as part of solutionSmartTag included as part of solution Postponed Interaction Log EntriesPostponed Interaction Log Entries Correction of known errors in Service ManagementCorrection of known errors in Service Management

Page 20: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Quality Improvements and Quality Improvements and EnhancementsEnhancements Sustained error-correction effort in the supply chain area Sustained error-correction effort in the supply chain area Code re-factoring of adjust cost batch jobCode re-factoring of adjust cost batch job Average cost improvement, including better expected cost Average cost improvement, including better expected cost

handlinghandling Ability to use lot number for UOM>1 within the receipt Ability to use lot number for UOM>1 within the receipt

process of WMSprocess of WMS Ability to include posted shipment date on invoices to Ability to include posted shipment date on invoices to

conform with EU regulationsconform with EU regulations New ODBC DriverNew ODBC Driver

Page 21: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

E-Biz UpdateE-Biz Update Microsoft Navision Portal release delayedMicrosoft Navision Portal release delayed Microsoft Navision User Portal not included in 4.0 releaseMicrosoft Navision User Portal not included in 4.0 release Microsoft Navision Employee Portal to released with Microsoft Navision Employee Portal to released with

Microsoft Navision 4.0.A Microsoft Navision 4.0.A Microsoft Navision Commerce Gateway:Microsoft Navision Commerce Gateway:

supports the latest version of Microsoft BizTalk Server 2004supports the latest version of Microsoft BizTalk Server 2004 enhanced securityenhanced security worker productivity gains (accepting and sending of multiple documentsworker productivity gains (accepting and sending of multiple documents

Page 22: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

XML I/OXML I/O

New XML port feature makes it easier for our partners to New XML port feature makes it easier for our partners to customize Microsoft Navision 4.0, and therefore give better customize Microsoft Navision 4.0, and therefore give better service to our customers.service to our customers.

Improved overall performance of Microsoft Navision when Improved overall performance of Microsoft Navision when handling doc exchange.handling doc exchange.

Reduced need for partners to have expert knowledge in XML Reduced need for partners to have expert knowledge in XML parsers.parsers.

Page 23: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

Questions?Questions?

Page 24: Microsoft Business Solutions–Navision 4.0 Finn Boysen - Senior Product Manager, Navision Michael Rosenørn - Senior Product Manager, Navision.

© 2003-2004 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.