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NAV 2009 and The Role Tailored Client. Get More from Your ERP Solution & Prepare for Better Times Ahead by Upgrading to Microsoft Dynamics NAV 2009. Why Upgrade?. Identify key Business drivers Business need Access to new functionality
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NAV 2009 and The Role Tailored Client Get More from Your ERP Solution & Prepare for Better Times Ahead by Upgrading to Microsoft Dynamics NAV 2009
Why Upgrade? • Identify key Business drivers • Business need • Access to new functionality • Stay current on technology including moving to virtual server environment • Eliminate customizations now in standard product • Integration to other software to improve processes and productivity (Web Services) • SQL Database / BI tools • Version retired from Mainstream Microsoft support • Version 4.0 discontinued 1/12/2010 • Version 5.0 discontinued 4/10/2012
The Microsoft Dynamics NAV Roadmap NAV “9” • Continued innovation targeted at mid-market with particular focus on: • Simplicity • Productivity • Dynamics User Experience Leadership • Microsoft technology • Rapid Time-to-Value NAV “8” NAV “7” • Compelling Business Functionality • More Users, More Productive • More Software + Services • RoleTailored .NET Programming Environment w/in NAV • Full .NET Runtime NAV 2009 R2 • Application enhancements • SharePoint User • Client Richness • Page Design/Debug • Improved Reporting • Office 2010 • Online Services • Integration to Microsoft Dynamics CRM • Online Payments Service • RoleTailored Client access for hosted, remote and roaming users • Windows 7 UX • Business Data Visualizations MAJOR RELEASES Q4 2010 2011-2012 2013-2014 2016-2017 SERVICE PACKS/MINOR RELEASES AdditionalSP’s RTM AdditionalSP’s RTM AdditionalSP’s RTM
So…What Is The Next Step? • New Fixed Price approach • Site Survey • Onsite Upgrade Procedure Survey to review current processes, customizations, new requirements, what works well, what doesn’t work so well, offline systems • Following the site survey, ABC consultants have knowledge to assist sales in preparing a fixed price estimate for the upgrade • Planning • Time lines and key dates • Training plan – often a review of general navigation in addition to review of new functionality • Testing • Detailed test plan developed