Microsoft Dynamics NAV - an integrated enterprise management system ( Eng. Integrated Business Management Solution ) for small and medium businesses , supplied by Microsoft in the Microsoft Dynamics product line combining ERP and CRM business solutions.
| Microsoft Dynamics NAV | |
|---|---|
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| Type of | Integrated Enterprise Management System |
| Developer | Microsoft |
| operating system | Windows 7 or later (Client), Windows Server 2008/2012 (for application server) |
| Latest version | 2018 |
| License | Microsoft EULA |
| Site | microsoft.com |
The system is designed to manage finances, production, customer relationships, supply chains, analytics and electronic commerce . Modifications to the system can be made using the built-in programming language C / AL . Microsoft Dynamics NAV - development of the Danish company Navision Software A / S, purchased in the summer of 2002 by Microsoft.
Content
History
In 1984, students of the Danish Technical University Jesper Balser, Peter Bang and Torben Wind began work on a solution for maintaining accounting records PC Plus. The program allowed you to manage finances, stock, settlements with customers and suppliers. The product has gained popularity in Denmark and Norway , and is still used for small businesses today [1] .
The idea of PC Plus was developed in the first enterprise resource planning (ERP) program, which used client-server technology - Navision (Navigator). Its text version was released in 1987 [2] . The system was intended for use on personal computers connected in a network. Navision allowed you to manage databases of finance, buyers / suppliers and products, as well as billing [3] .
In 1990-1991, the version of Navision 3.0 was released. The program entered the markets of Norway, Germany and Spain 1. One of the main changes was the ability to make changes to the software through the introduction of a programming language.
In 1995, the first graphical version of the system for Windows was released - Navision 1.10 for Windows 95 . It was released under the name Financials and was the first Microsoft Certified Resource Planning program. The 1999 version also added the ability to use Microsoft SQL databases instead of the original database.
In the early 2000s, Navision Software and Damgaard merged and Navision a / s was created [4] . And in the spring of 2001, Navision 2.60 with the User Portal and Navision 2.65 with the Commerce Gateway and Commerce Portal was released. These versions added a customer relationship management system (CRM), which gave users the ability to control the client side of the business, including sales and services.
In 2002, Microsoft acquired Navision a / s [5] and released Microsoft Business Solutions - Navision 3.60, the first version developed in the new division of Microsoft Business Solutions [6] . The subsequent version of Navision 4.0 received a user interface, the structure of which resembled the Microsoft Outlook menu [7] .
The release of Microsoft Dynamics NAV 2009 included the possibility of customization for the client, where the functionality of each desktop is adapted to the role of an employee in the company [8] . The integration of NAV with the Office application suite [1] has also been deepened.
Technology
The system is a three-tier client- server application consisting of a database management system, application server, as well as users connecting via Windows or the web interface .
The database management system used is Microsoft SQL Server . SQL Server analytics and reporting services are used to analyze and process operational data. Adaptability of Microsoft Dynamics NAV is provided by the object-oriented development environment C / SIDE (Client / Server Integrated Development Environment). C / SIDE has an open source code that allows you to freely change the application code: modify standard functionality, create individual reports, etc.
Microsoft Dynamics NAV is architecturally interconnected with the desktop, infrastructure and server solutions of Microsoft Office and Office 365 , Microsoft SQL Server, Microsoft SQL Server Reporting and Analysis Services, Microsoft Office Sharepoint Server, etc.
Microsoft Dynamics NAV Developer's Toolkit fully supports the Microsoft Dynamics NAV object structure and allows developers to analyze existing C / AL code and application architecture. Versioning tools are supplied, with which you can compare the version from the customer with the standard one, and then transfer the functionality developed for the client to the new version of Microsoft Dynamics NAV.
Functions
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| Microsoft Dynamics NAV Functional Card | |
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The basis of Microsoft Dynamics NAV is the tools of accounting and analysis, financial and inventory management. In addition, the system allows you to organize personnel, warehouse and production accounting, as well as payroll. Moreover, it implements financial and tax accounting methods specific to Russian law .
Financial Management
The financial circuit is the core of the system and allows you to analyze the strengths and weaknesses of the enterprise, quickly making management decisions.
The financial circuit of Microsoft Dynamics NAV is integrated with the functionality of warehouse and production management, as well as with blocks of settlements with customers and suppliers, accounting for fixed assets, and wages [9] .
Microsoft Dynamics NAV supports various accounting models according to international and Russian standards, the ability to conduct multicurrency accounting and the preparation of a hierarchical chart of accounts. The system is used for budgeting and financial planning, budget execution control and cash flow management and bank accounts. Also, its functions allow multi-company accounting, consolidation and full audit of operations.
To generate financial reports, a mechanism was created with support for reporting in the XBRL format [7] .
The system contains functions for managing settlements with customers and suppliers. These include tools for processing orders and invoices, managing prices and discounts, and controlling receivables and payables. Users have the opportunity to calculate delivery times, process returns and indicate alternative delivery addresses. The system also provides mechanisms for processing partial payments, canceling payments on bills and analyzing past due debts.
The tools of the system comply with the rules of accounting and tax accounting of the Russian Federation. All areas of accounting are automated. Users have access to a ready-made database and a set of standardized forms of accounting and tax reporting. Using the regular reporting mechanism, you can upload data from regular Microsoft Dynamics NAV reports to Excel file templates [7] .
Distribution Management
Microsoft Dynamics NAV implements an integrated approach to supply chain management: the solution integrates distribution and production circuits, automated data collection, pricing and e-commerce systems. Microsoft Dynamics NAV provides the ability to manage inventory and warehouses [7] .
Inventory control is provided by tools for managing goods turnover , accounting for batches and serial numbers, and searching for substitute goods. The system allows you to track such warehouse operations as moving, picking, shipping, receiving, reserving, etc. The commodity cost accounting can be carried out according to the FIFO and LIFO methods, average, standard and serial numbers.
For warehouse management, the system has developed a mechanism for managing the infrastructure, optimizing storage space and controlling load at the cell level. The data collection system is automated using data collection terminals.
Customer Relationship Management
Microsoft Dynamics NAV has mechanisms for organizing contacts and customer stories. These include maintaining a database of counterparties , segmenting contacts and managing them. The system stores the history of workflow and protocols of interactions [10] . Also developed are tools for managing sales (profiling, commercial offers, calendars, task analysis) and marketing (mailing lists, marketing campaigns, integration with Microsoft Office System ). Users can manage service maintenance by controlling resources, work schedules, and service contracts.
Production Management
An important characteristic of the system is the support of various production policies (on order, at the warehouse, mixed production). Tools for controlling production capacities make it possible to work with and without restrictions, as well as redistribute tasks between work centers.
The calculation of the cost of production is made differentially. Also, the user can conduct operations and accounting for the cost of the contract, supply planning and demand forecasting.
Project Management
The Microsoft Dynamics NAV system allows you to draw up plans and budgets for projects of various types: a fixed budget, investment, actual costs. The functional creates the conditions for detailed planning of tasks and resources with the possibility of recording time and costs for tasks and projects.
Human Resource Management
To manage human resources in the system, there is support for shift calendars, staffing, and timesheets. Microsoft Dynamics NAV tools allow you to register information about employees, create reports on personal information and record personnel movements [11] .
The system makes an automated calculation of wages and inter-settlement payments. For the formation of analytical reports, a flexible mechanism is developed, customizable by the user. The tools are integrated with the "Electronic Reporting" module to generate mandatory reporting to the Pension Fund , Social Insurance Fund , tax authorities [11] .
Features
Microsoft Dynamics NAV has 42 local versions with language and legal requirements support (including the Russian version) [12] , the system is sold in 150 countries of the world [13] .
The system has end-to-end processes. Thus, each operation updates all information related to it in all modules. Such functionality allows for comprehensive analytical data processing, visualize KPI .
The system can be deployed autonomously, on your own server hardware, or in the Windows Azure Cloud (IaaS).
The source code of the business logic is open, it can be expanded using the C / SIDE development tools built into the system or using Visual Studio tools [14] .
Notes
- ↑ 1 2 NAV turned 25 years - Congratulations! | International ERP & CRM Experts Archived on May 21, 2014.
- ↑ The history of Dynamics NAV / Navision - Dynamics User Group (inaccessible link) . Date of treatment May 20, 2014. Archived on May 13, 2014.
- ↑ TimelineJS Embed (inaccessible link) . Date of treatment May 20, 2014. Archived on August 24, 2014.
- ↑ Damgaard og Navision i storfusion - Computerworld
- ↑ ア ー カ イ ブ さ れ た コ ピ ー . Date of treatment December 22, 2008. Archived February 2, 2009.
- ↑ Microsoft Introduces Microsoft Dynamics Brand (link not available) . Date of treatment May 20, 2014. Archived June 10, 2014.
- ↑ 1 2 3 4 Archived copy (inaccessible link) . Date of treatment May 20, 2014. Archived on October 30, 2013.
- ↑ What's New in Developing for Microsoft Dynamics NAV 2009
- ↑ Financial Management at Microsoft Business Solutions Navision
- ↑ Customer Relationship Management (CRM) in Microsoft Navision
- ↑ 1 2 Staff and Salaries in Microsoft Navision
- ↑ Microsoft Dynamics ERP for Small Business | Business solution
- ↑ Microsoft Dynamics Clients
- ↑ http://www.asaresearch.com/articles/customizing.htm
See also
- C / AL