Blogiversary Top 20 (#18) Learning about Microsoft Dynamics NAV 2013: on demand learning from NAVUG is a fantastic resource!

We’re celebrating our one year blogiversary by reposting the Top 20 Most Viewed in the last year, as determined by you, our readers! Follow this link to see the entire list. Enjoy!

learnAs my company continues to move down the path to upgrading to NAV 2013, learning about the new version is high on our list of priorities.  Yesterday, we gathered a group of 18 employees to view a webinar that had been recorded by the NAV user group (NAVUG). The live webinar had been done a month ago, but NAVUG records all of its webinars so user group members can view them on demand later.

I took the opportunity to view the webinar first to vet the material for appropriateness for our group. Being able to see the recording first allowed us to tailor the list of who we invited to view the webinar. Based on the content of the webinar, we invited NAV end users from the customer care, purchasing, finance, IT, warehouse, and marketing departments as well as our CFO and CEO. It was hugely convenient to be able to view the recorded webinar as a group because it allowed us to do this at a time that was convenient to us, we all got to consume the same learning experience at the same time, and we got a chance to discuss what we saw in the context of our own upgrade plans.

The webinar we viewed was titled “NAVUG 2013 Webinar Series: Microsoft Dynamics NAV 2013 – A Functional Preview” and we were excited to see some of the new charting and cash flow improvements, as well as to hear about dimension sets, database performance increases, and improved copy and paste.  There were some smiles and ooh and aahs during the discussion of the web client and SharePoint clients for remote access and use of tablet technologies like the iPad and Surface.  There was even a smattering of applause when the presenter showed some improved Excel integration features!  Most importantly, all the people in the room got to pick up on the real world impact that NAV 2013 improvements will have on their jobs.  Our company is still using the Classic Client, so for most of the people attending this was their first exposure to the Role Tailored Client and this webinar really got a lot of them thinking about what the “new” NAV would look like.

I can see already that NAVUG has two more sessions planned in their NAV 2013 Webinar Series.  You can bet I’ll be viewing both of these, whether it is at the scheduled time for the webinar, or later, from the recorded session, and finding a way to share the info with other interested folks at my company.

NAVUG NAV 2013 Series: Introduction to ODATA Web Services: How to easily publish your NAV data  01/30/2013 11:00 AM (ET)  NAV 2013 brings ODATA Web Services as a new way to access your NAV data from outside the system. Attend this session to find out how you can use ODATA to access your data from many other applications like Excel, SQL Reporting Services, Internet Explorer, smartphones and tablets.

NAVUG NAV 2013 Series: New Feature – Cash Flow 02/14/2013 09:30 AM (ET) We will demo how the new Cash Flow Forecast in NAV 2013 gives an efficient way to forecast short-term cash flow, enable better monitoring of cash receipts and cash disbursements and use the information to take preemptive steps.

For the cost of our annual corporate NAVUG membership, we were able to get 18 people at our company exposed to important concepts about the new version of the software that will be coming their way soon. We didn’t need to incur any travel costs or even any seminar registration fees, and we were able to schedule it at a time that worked for us. I know our company will continue to use the NAVUG library of recorded webinars as we continue to learn about NAV 2013.  I hope you find this resource as useful as we have!


You’ve seen the future, it’s time for the NOW

navug with nameI can’t agree more with the recent post Suzanne Scanlan posted regarding the connection between Microsoft Dynamics Convergence and the NAVUG Forum. Convergence is a great view of the future, but NAVUG Forum hits us where we live – in the now. It’s the one opportunity I have every year to connect intimately with my NAV community. For three of four days we live, breathe, and even dream NAV because we get the chance to immerse ourselves in learning about and solving business challenges with our primary tool, NAV. The really great thing is we get to learn from each other! Volunteer end users present the majority of the sessions, so you know the information you’re getting is coming from someone who uses the software every day, just like you do, and likely in the same version that you are using now. I love to see the bright shiny vision of the Microsoft future at Convergence, but on a practical level, I won’t be arriving at that point in time for at least two years. The material I consume at NAVUG Forum is immediately applicable to what I’m facing in the now.

If you’re looking for info about the upcoming 2013 NAVUG Forum held in Tampa, FL October 21-25 check out these links.

NAVUG 2013 Schedule

Who attends Forum?

Examples of content offered at the 2012 NAVUG conference


NAVUG spotter at Convergence: Monday highlights

User groups have been the word(s) of the day for Monday!  Sessions on fixed assets, NAV integration with SharePoint, reporting with the RTC, account schedules, database optimization, and international deployment were all sessions delivered for NAV end user attendees by NAVUG members. Despite jet lag, nerves, uncooperative database connections, and the ever-present challenge to make it to the right room down some loooong hallways, volunteer end user presenters did a great job of sharing vital information and attendees did a great job of asking questions.

Roundtable discussions seem to be a rousing success with the only flaw being that we have more attendees than chairs. It was not uncommon to see attendees sitting around a table with one ring of attendees standing behind them, and another ring behind that group! I saw lots of business cards flying and people making connections with folks who use NAV in their jobs every day, just like they do. Around the CFO and Controllers table, the hot topics of the session were upgrading and BI and reporting, perennial NAV topics that end users still struggle to agree on. Other NAV hot topic tables were: currently implementing companies, converting forms to pages, ask your peers: supply chain, international installations, and professional service companies. roundtables

The long registration lines have subsided, and the hallways and Expo hall are full of attendees continuing the conversations they started earlier in the day. As we move into the evening, I can hear Cajun music starting and smell the food being put out for the first reception of Convergence 2013.


Users helping users at Convergence!

Did you know when you see a session labeled *hosted by the __UG at Convergence, most of these sessions are run by customers? Did you also know all of these customers are volunteers? Why do they do it?

Most of these folks are offering what they know as a way to give back to other people who are using the same ERP software. They’ve had the benefit of having someone else share with them what they know in the past and want to do the same for others.

navug with nameAt Convergence this year, the NAVUG (NAV user group) is more active at Microsoft Dynamics Convergence than ever before, offering 19 sessions given by end users who use the software every day at their companies!

Last week, I posted a daily summary of what sessions are being offered by the NAVUG, loosely categorized by user type. Follow the links to find the sessions you want to attend in order to network with people who use NAV, just like you do!

NAVUG spotter at Convergence:  Where will you find international users?

NAVUG spotter at Convergence: Where will you find finance users?

NAVUG spotter at Convergence: Where will you find IT and developer users?

NAVUG spotter at Convergence:  Where will you find supply chain users?


NAVUG spotter at Convergence: Where will you find supply chain users?

navug with nameThis year, the NAVUG (NAV user group) is more active at Microsoft Dynamics Convergence than ever before, offering 19 sessions given by end users who use the software every day at their companies! There are plenty of opportunities to attend sessions on supply chain topics and to meet other supply chain end users.

Start off your week on Monday by attending roundtable discussions.  There will be a role based table for supply chain and manufacturing personnel as well as an ask your peers table.

On Tuesday, attend a session by Marc Allman, Chief Operating Officer at AMS Controls, and Kevin Fons, Director of Business Systems at Saris Cycling Group, to get tips and tricks for supply planning. On Wednesday, Marc Allman teams up with Heather Allman, Communications Director at AMS Controls, and Bob Bergman, Senior Microsoft Dynamics NAV Consultant with Archerpoint, to conduct an ask your peers session on manufacturing setups. To cap off the week on Thursday, Nancy O’Hara, Director of Business Systems at Shaw Development, and Tom Taylor, Microsoft Dynamics Partner Technology Advisor with Microsoft, conduct a session together on warehousing in Microsoft Dynamics NAV.


NAVUG spotter at Convergence: Where will you find IT and developer users?

navug with nameThis year, the NAVUG (NAV user group) is more active at Microsoft Dynamics Convergence than ever before, offering 19 sessions given by end users who use the software every day at their companies! There are plenty of opportunities to attend sessions on IT and developer topics and to meet other IT and developer end users.

The user group gets Monday’s sessions started with three sessions for IT and developer roles. Kali Petit, Systems Analyst Manager at Group O, gets the day going with a session on integrating Microsoft Dynamics NAV with SharePoint, while Kim Congleton, Director IT for Supply Chain Solutions at Group O, gives a session on reporting 101 using the role tailored client. Matt Traxinger, Dynamics NAV MVP and Developer at ArcherPoint, caps off the Monday sessions with database optimization and best practices in Microsoft Dynamics NAV.

Kali Petit is joined by David Long, SharePoint Practice Leader at Tribridge, and Doug Shepard, Director of Information Technology at Augsburg Fortress Publishers, as peer experts for an interactive discussion on getting more out of Microsoft SharePoint and Microsoft Dynamics NAV.  Anticipating quite of bit of interest in this topic, the session is offered in time slots on both Wednesday and Thursday.

Also on Wednesday, Scott Rose, VP of Operations at Mirus Bio joins forces with Fria Kurowski, Account Manager for ABC Computers, for a session on how to make a smooth transition when moving from classic to RTC.

To end off the week, there is one last session offered on Thursday for folks looking for an interactive discussion with a peer panel related to upgrade experiences with Microsoft Dynamics NAV.  This session makes NAVUG members who are in all different stages of NAV upgrade and implementation available to Convergence attendees to ask questions about what their experiences have been.  Peer panelists for this session are David Hatker, VP of IT at CCA & B, Kim Congleton, Director IT for Supply Chain Solutions at Group O, Kerry Rosvold, Corporate Controller at Augsburg Fortress Publishers, and Greg Kaupp, CEO of ArcherPoint.

Don’t forget there are plenty of opportunities on Monday during the time slots for roundtable discussion, with specific tables available for IT Managers, Developers and Programmers.  The IT and Developer roles dominate the hot topic roundtables this year covering upgrading, reporting in NAV, integrating NAV with SharePoint, NAV modifications, recent go lives, current implementations, and converting forms to pages.