Presenter:
MindQuad Solutions Pvt. Ltd.
Ahmedabad, INDIA
The new way to do business
Monday, April 10, 2023
About MindQuad Solutions Pvt. Ltd.
Microsoft Dynamics Partner
Authorized Sales Partner for TALLY ERP
Products - Microsoft Dynamics NAV - Microsoft Dynamics CRM - AIMS – Advanced Institute Management System - BizPay – Enterprise Payroll Management - NAV|Lite – Web Client for Microsoft Dynamics NAV 2009
Competencies - ERP Implementation, Customization & User Training - Project Management - Business Intelligence solutions - Application Integration - Custom software development - Microsoft SharePoint Portals
People - Microsoft Certified Business Solutions Specialists – ERP Functional - Microsoft Certified Business Solutions Specialists – ERP Technical - Microsoft Certified Technology Specialists – Web Technologies - Microsoft Certified Technology Specialists – SharePoint Development - Microsoft Certified Professional Developer - ASP.net / C#
About Microsoft Dynamics NAV
More than 2700 Microsoft Certified ERP Partners
80.000 Customers World Wide. Over 1 million users.
#1 in the Microsoft Dynamics product family
More than 40 country localized versions
Sold in more than 130 countries
More than 1000 add-on solutions
About this presentation
ERP in generalEvolution of Microsoft Dynamics NAVMicrosoft Dynamics NAV RoadmapKey business Issues and Microsoft Dynamics NAVProductive People & Processes with Microsoft Dynamics NAVOverview of Microsoft Dynamics NAVCapabilities of Microsoft Dynamics NAVMicrosoft Dynamics NAV - Business Ready Licensing ModelValue of Microsoft Dynamics NAVCustomized Quality Control in Microsoft Dynamics NAV - example
ERP in general
OverviewOverviewWhat Is Enterprise Resource Planning (ERP)?The term “ERP” is now generally used to refer to an “enterprise view” of a business. In other words, it means leveraging IT applications to manage the operations and gain a view of a company as a connected single entity, as opposed to a collection of activity silos. The term “Business Applications Suite” includes ERP and Customer Relationship Management (CRM).
What are key ERP Application Traits?ERP applications address a business processesERP applications are modularERP applications are integratedERP applications extend a company's reach beyond its walls - to its suppliers, customers, and partnersAn entire ERP suite will address all areas (or the great majority) of a company's business functions
The advantages of an ERP Business Applications Suite, such as Microsoft® Dynamics NAV, include:
ScalabilityBusiness Applications Suites are designed to grow with the company. Unlike some stand-alone applications, they do not "top out" without defined transition paths to other solutions
FunctionalityAccess to the functionality required to run the business over time - at an affordable price point. It may not be the cheapest choice at first - but it will usually be the most economical in the long run as business needs grow and change
Reliable service and supportThe ability to access affordable service and support is critical. It is easier to support an integrated ERP environment than a collection of different applications
ERP in general
Company is using spreadsheets and home-grown applications or old systems to manage its operationsPain – Lack of flexibility, difficult to pull out useful reports, becoming expensive to maintain, may be crashing often
Company is using multiple applications for their systemsPain – Lack of coordination between applications – financial application not linked to manufacturing, inventory or purchasing
Company is finding that its existing ERP system is too expensive for use at its subsidiaries or operating divisionsPain - A single year maintenance fees on Oracle or SAP can equal the entire Microsoft® Dynamics NAV implementation
Suite of ERP applications can be matched to specific business needsOffers complete solutions, including all functionality necessary to run customers businessesIs completely compatible with the familiar, easy to learn and use Microsoft® productivity suite and toolsIs fully customizable and able to integrate and interface with multiple systemsEnables fast, ‘cookie cutter’ implementations across multiple sites or for a single instance serving multiple sitesSupports integrated business visibility across the entire business and throughout the extended supply chainLower licensing costsBacked by Microsoft Lower overall total-cost-of-ownership (for all the reasons mentioned above)
DifficultiesDifficultiesWhy Microsoft Dynamics?Why Microsoft Dynamics?
Evolution of Microsoft Dynamics NAV
PC Plus, Navigator 1, Navigator 2 (1985 – 1990)
Evolution of Microsoft Dynamics NAV
Navision 3.0 thru Navision 3.56 (8 sub-versions) (1990 – 1994)
Evolution of Microsoft Dynamics NAV
Navision Financials 1.1 thru 2.65 (11 sub-versions) (1995 – 2000)
Evolution of Microsoft Dynamics NAV
Navision Attain 3.01 thru 3.6B (5 sub-versions) (2001 – 2003)
Evolution of Microsoft Dynamics NAV
Microsoft Business Solutions 3.70 thru 4.0 (4 sub-versions)
(2003 – 2005)
Evolution of Microsoft Dynamics NAV
Microsoft Dynamics NAV 4.0 thru 5.0 SP1 (5 sub-versions)(2005 – 2008)
Evolution of Microsoft Dynamics NAV
Microsoft Dynamics NAV 2009 thru 2009 R2 (2 sub-versions)
(2009 – 2011)
Microsoft Dynamics NAV Roadmap
SERVICE PACKS/MINOR RELEASES
NAV 2009 R2
Integration to Microsoft Dynamics CRMOnline Payments ServiceRoleTailored Client access for hosted, remote and roaming usersWindows 7 UXBusiness Data Visualizations
NAV “7”
Application enhancementsSharePoint UserClient RichnessPage Design/DebugImproved ReportingOffice 2010Online Services
NAV “8”
Compelling Business FunctionalityMore Users, More ProductiveMore Software + ServicesRoleTailored .NET Programming Environment w/in NAVFull .NET Runtime
NAV “9”
Continued innovation targeted at mid-market with particular focus on:
SimplicityProductivityDynamics User Experience LeadershipMicrosoft technologyRapid Time-to-Value
MAJOR RELEASES
AdditionalSP’s RTM
AdditionalSP’s RTM
AdditionalSP’s RTM
Q4 2010 2011-2012 2016-20172013-2014
Challenging Business Environment
Globalization
Shortage of skilled
workers
Need for continuous innovation
Stiff Competition
Rising energy and feedstock
costsIncreasing
regulations
Aging asset
infrastructure
Complex supply chains
Companies need to become increasingly agile
Simplicity of the Past
Factories
PlantWarehouses
HQComponentSuppliers
ContractManufacturers
SemiconductorOEMs
Distributors Retailers
Resellers
Direct
IndividualBusinesses
Today’s Complexity – Collaboration at all levels
Factories
PlantWarehouses
HQComponentSuppliers
ContractManufacturers
SemiconductorOEMs
Distributors Retailers
Resellers
Direct
IndividualBusinesses
Demand Planning fed by Consumer Demand
Key Business Issues
Match supply to demand
Optimize portfolio planning and management
Optimize operating and feedstock costs
Improve plant
utilization
Monitor and maintain
assets
Improve customer responsiveness and service
Focus on innovation processes
Plan, manage, measure, report, and refine
Integrate demand and supply chains
Operate efficiently as a collaborative global business
Key Business Issues - Summary
CompliancesFlexible Payment Models, Warranties and ContractsImprove Operations EfficiencyGrowth strategiesLegacy technologyPressure to reduce IT costsEfficient Order Entry and Distribution Integrated Demand PlanningPowerful Supplier Collaboration and Performance ManagementCostly and inefficient distribution methodsTime to Market for new products or servicesProductive People and ProcessesBusiness ExpansionUnderstand Business Trends, Opportunities and Problems
Microsoft Dynamics NAV can help !
EmployeesCollaboration, labor tracking, human
resources management
Partners
Cost control, process integration,project management, inventory
and order management, regulatory compliance
Service ProvidersIntegration, installation, training,
warranties, after-sales components
Operations
CustomersCRM, orders, delivery,
service, support
Profit visibility, improvement insight, strategic decision-
making
Management
Concurrent engineering,collaborative development,
replenishment, process integration, logistics
Link People, Process and Information
21
PersonalProductivity
Finance
Operations
Sales and Marketing
Business ProcessAutomation
22
Finance
Operations
Sales and Marketing
PersonalProductivity
Business Process
Automation
23
24
“I spend all day in Outlook.”
“All the information is at my fingertips.”
“It works just like Office.”
“Getting data in without logging in is a snap.”
Overview of Microsoft Dynamics NAV
Microsoft Dynamics NAV is a business management solution for small and mid-sized organizations that rapidly adapts to the unique way you do business, enabling your people to be effective and your business to be competitive.
Overview of Microsoft Dynamics NAV
• Microsoft Dynamics NAVgives you thefreedom to focuson your business
• Business growth• Data integration • Customizable
solutions
Overview of Microsoft Dynamics NAV
Unique and Customized Implementation
Tools and support to build a successful business
Access to source code
Customer need
Microsoft Certified Dynamics Solutions
Partner
Customizationtools
Customized solution
Overview of Microsoft Dynamics NAV
Wholesale Distribution
Consumer Packaged Goods
Food & Beverage
Industrial
Manufacturing Automotive
Chemical
Industrial Equipment
High Tech & Electronics
Life Sciences
Metal Fabricators
Food & Beverage
Consumer Packaged Goods
Professional Services Construction
Education
Not-for-Profit
Key Strengths IndustriesProvides regionally relevant and industry-specific functionality with multi-language and multi-site capabilitiesEnables partners around the world to build vertical and industry-specific solutionsDesigned to work like other Microsoft solutions employees are familiar with Quick and cost-effective installation using Rapid Implementation Methodology in Microsoft Dynamics Sure StepC/SIDE development environment which enables customizations with a minimal disruption to business processes
Microsoft Dynamics NAV – Right ERP for your business
• Real time access to critical financial, operations and customer data helps you in gaining better business insight for rapid, effective decision making
• Drive productivity through real-time communications & collaboration between people / processes, irrespective of locations.
• Reduce IT Costs – Extend ERP to new locations, integrate with legacy applications and customize easily.
Single, Simple & Organization-wide solution
Microsoft Dynamics NAV – Right ERP for your business
• Improve communication and collaboration throughout your organization by: Providing accurate and accessible information Expediting information-sharing across multiple sites and teams Linking Microsoft Dynamics NAV records to relevant documents - MS Excel, SharePoint, etc. Connecting multiple organizations
• Work faster and smarter Making faster, better-informed decisions Getting up to speed faster Using the tools they already know
More Productive People and Processes
Microsoft Dynamics NAV – Right ERP for your business
• Take charge of IT spending from implementation onward, by: Streamlining Implementation Simplifying Training Easing the Customization effort Simplifying and Streamlining Common IT Tasks Integrate with Microsoft Technologies & Products
Reduce IT Costs
Microsoft Dynamics NAV – Capabilities
Buy Produce Distribute Market & Sell Service
SCM & Collaboration Business Intelligence
Project Management Financial Accounting & Compliance Management
Human Resources Management
Microsoft Dynamics NAV – Capabilities
Financial Management
• General Ledger• Accounts Receivable • Accounts Payable• Inventory Costing• Analytical Accounting• Fixed Asset Management – from acquisition to disposal
• Bank Reconciliations and Collections• Multiple Currencies• Budgeting & Allocations
Microsoft Dynamics NAV – Capabilities
Low Visibility High Visibility
Manual Accounting
Disconnected and Labor Intensive Processes
Automated Application
Information Silos
Automated Departmentall
y
Integrated Application
Internal Integration
Across Finance, Sales
and Distribution
Collaboration
Platform Internal and
External Collaborative
Business Processes
Incr
ease
d B
usi
ness
Pro
duct
ivit
y
Financial software as a tool for growth
Microsoft Dynamics NAV – Capabilities
Financial Management
Chart of AccountsFixed Assets
Trial Balance ReportAnalysis Matrix Report
Microsoft Dynamics NAV – Capabilities
Supply Chain Management
• Manage single-site or multi-site warehouses• Reduce Inventory and Distribution Costs• Multiple planning options and tracking of utilization and materials costs• Respond quickly to shipment delays, order changes and low inventory
Sales• Customer, Customer-Items• Invoicing• Order Management• Discounts• Pricing• Taxes• Order Promising• Receivables• Sales Returns
Purchasing• Vendor, Vendor-Items• Invoicing• Order Management• Discounts• Pricing• Taxes• Order Promising• Payables• Purchase Returns• Order Planning
Inventory• Items• Stock Locations• SKUs• Location Transfers• Item Substitutes• Item Budgets, Charges• Warehouse Receipt• Warehouse Shipments• Item Costing• Inventory Picks & Put-aways
Microsoft Dynamics NAV – Capabilities
Supply Chain Management Customer CardVendor ListSales OrderOrder PlanningStandard Cost WorksheetPacking List Report
Microsoft Dynamics NAV – Capabilities
Manufacturing
• Production Order• Production Bill of Materials• Process Routings• Capacity Planning• Production Scheduling• Machine Centres• Agile Manufacturing• Version Management• Supply Planning
Microsoft Dynamics NAV – Capabilities
Manufacturing Production BOMRoutingPlanning WorksheetProduction Schedule
Microsoft Dynamics NAV – Capabilities
Sales, Marketing & Service Management
• Budget & Track Parts Consumption• Manage Campaigns• Manage Contacts• Interaction / Document Management• Job Queue• Microsoft Outlook Integration• Opportunity Management• Planning & Dispatching• Task Management• Services – Contracts, Items, Orders, Price
Microsoft Dynamics NAV – Capabilities
Sales, Marketing & Service ManagementSales People & TeamsTo –Dos & OpportunitiesMarketing CampaignsSales Cycle – Analysis ReportService TasksService Dispatch Board
Microsoft Dynamics NAV – Capabilities
Project Management
• Resource Management – Manage resources and resource groups and track utilization
• Capacity Management – Plan capacities and predict availability• Project Costs – Manage project costs efficiently by tracking resource expenses and
usage• Jobs – Setup and Track multiple jobs
Microsoft Dynamics NAV – Capabilities
Project Management Resources & Resource GroupsResource Capacity MatrixResource JournalJobsJob TasksJob Actual to Budget Report
Microsoft Dynamics NAV – Capabilities
Business Intelligence
Improving organizationsby providing business insights to all employees leads to better, faster, more relevant decisions
Pervasive business performanceComplete and integrated business intelligence solutionWidespread delivery of insight through Microsoft® Office solutionsAffordable economics for enterprise needs
Microsoft Dynamics NAV – Capabilities
Business Intelligence
• Deliver decision-driving information that works the way your people do
• Fuel productivity with access to relevant information and collaboration tools
• Integrate other Microsoft business intelligence tools
• Boost performance with Microsoft SQL Server technologies
• Drive success at a low total cost of ownership
Microsoft Dynamics NAV – Capabilities
Business Intelligence
• Sort and filter data; drill down to details • Monitor critical events• Track and analyze budget to actual figures
• Built-in account schedules• Analysis reports• Analysis by dimensions
• Provide contextual views of key information• Use standard and customized reporting
Microsoft Dynamics NAV – Capabilities
Business Intelligence Analysis by Dimension MatrixInventory – G/L Reconciliation MatrixRevenue – Analysis by DimensionBusiness Analytics
Microsoft Dynamics NAV – Business Ready Licensing
Value of Microsoft Dynamics NAV
What our customers say
Greater
CONTROL
IncreasingMARGIN
Enhance yourCASHposition
DriveGROWTH
Greater
CONTROL
IncreasingMARGIN
Enhance yourCASHposition
DriveGROWTH
Value of Microsoft Dynamics NAV
Value of Microsoft Dynamics NAV
_____
_____
Simplicity
Productivity
User Experience Leadership
Microsoft Technology
Rapid Time-to-Value
_____
_____
Value of Microsoft Dynamics NAV
Value Proposition
Compelling Application Functionality
More Users, More Productive
Software + Services
Rapid Time-to-Value
Bank ReconciliationMultiple Interest RatesCash Flow
The SharePoint / 3rd Party Web ClientUser Experience ImprovementsVisualizations and KPIs
Improved Cloud Extensibility64-bit Server
Microsoft product integrationRole-Tailored administration
Microsoft Dynamics NAV – Capabilities
Quality Control – customized functionality
• Skip Lot feature for “Vendor-Item” combination• Define Quality Control specification for each Skip Lot level• Item Level Lot and Serial Traceability• Establish quality checks for incoming, work-in-process and finished materials• Establish complete inspection procedures for all items• Define inspection points during the production stages (Routing)• Collect Data of production items – passed, scrapped, re-worked• Enforce strict inventory movement control at receiving , shop-floor and shipping• Attach specification documents with defined Quality measures• Monitor vendor quality and delivery metrics
Microsoft Dynamics NAV – Capabilities
Quality Control – customized functionalityVendor-Item Skip LotQuality Measures for 12V 26Ah Neg. PlateQuality Measures Master listQC- OrderQC- Order…continued
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