SetupGuideforDynamicsNAV2009R2NAVM

Microsoft Dynamics NAV 2009 R2 NA VM Setup Guide April 29th, 2011 Version 2.2 For the latest information, please see: https://mbs.microsoft.com/partnersource/deployment/methodology/vpc/nav2009r2.htm

Contents 1.

Introduction .................................................................................................................................. 3

2.

How to run Microsoft Dynamics NAV 2009 R2 NA VM ........................................................... 4

2.1. Import a virtual machine .............................................................................................................. 4 2.2. Set up a private virtual network ................................................................................................... 7 2.3. Set up an external virtual network (Internet access) .................................................................. 11 2.4. Start and connect to a virtual machine ....................................................................................... 16 3.

New Licensing Model and Differencing Disks ......................................................................... 18

3.1. Windows Activation .................................................................................................................. 18 3.2. Windows Rearm.......................................................................................................................... 19 3.3. Diff Disks ................................................................................................................................... 20 4.

NAV license upload ................................................................................................................... 20

5.

Overview of the software ........................................................................................................... 23

6.

Connector for Microsoft Dynamics ........................................................................................... 23

7.

Modifications to the demo install............................................................................................... 26

7.1. Installed Add-ins ........................................................................................................................ 26 7.1.1.

Treemap Business Data Visualization................................................................................. 27

7.1.2.

Item Availability Timeline Business Data Visualization .................................................... 30

7.1.3.

Virtual Earth and Weather Control ..................................................................................... 33

7.1.4.

Edit in Excel ........................................................................................................................ 35

7.1.5.

Search .................................................................................................................................. 42

7.1.6.

Employee Portal .................................................................................................................. 44

7.1.7.

Outlook Integration ............................................................................................................. 47

7.2. Reports ....................................................................................................................................... 49 7.3. Other .......................................................................................................................................... 50 2

8.

Configured Profiles and Password ............................................................................................. 52

1. Introduction With the release of Microsoft Dynamics NAV 2009 R2 we continue to focus on improving business productivity for partners and customers. Businesses are offered integration with Microsoft Dynamics CRM through the Connector for Microsoft Dynamics, support for Online Payment Service for Microsoft Dynamics NAV, RoleTailored Client Access for Remote and Roaming Users, Microsoft Application Virtualization Support, and business data visualization capabilities. Microsoft Dynamics NAV 2009 R2 NA VM is designed to allow you to demonstrate the features and functionality of Dynamics NAV 2009 R2 in a live environment, utilizing a single PC or laptop computer. The virtual machine contains Microsoft Dynamics NAV 2009 R2 NA (RTM build), Connector for Microsoft Dynamics, Microsoft Dynamics CRM 4.0, Microsoft SharePoint Server 2010, Microsoft Office 2010 and other products. Refer to Section 5 for an overview of the installed software. Starting with Microsoft Dynamics NAV 2009 R2 NA VM, we are moving to the new technology for virtual machines, namely Hyper-V. While offering you multiple advantages, the use of Hyper-V images needs preparation. This may involve the upgrade of your hardware since Hyper-V images can only run on Windows Server 2008 R2, which is a 64 bit operating system. Refer to the Whitepaper “Best Practices for Using Hyper-V as a Demonstration Platform” and other Hyper-V resources for the hardware requirements and guidelines for working with Hyper V. These resources are available under Documentation and Resources on this page. Note that Microsoft Dynamics NAV 2009 R2 NA VM is not timebombed, but instead built on evaluation copy of Windows Server 2008 R2. The evaluation period for Windows Server 2008 R2 is 180 days, and you will be able to extend, or “rearm”, it for the same period three times. The count down for evaluation period will start when you run the image for the first time and activate it. Section 3 goes into more details about new licensing model and explains how to activate and rearm Windows on the virtual machine. The rest of the document is structured as follows. Section 2 gives instructions on how to run the virtual machine. Section 4 explains how to upload your personal NAV license to the image. Section 5 provides an overview of the software that is installed on the image. Section 6 is about the Connector for Microsoft Dynamics. Here the necessary steps to run the integration are explained, and the links to more resources are provided. Section 7 lists the modifications to the product demo install, like add-ins and reports. And Section 8 lists the configured profiles.

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2. How to run Microsoft Dynamics NAV 2009 R2 NA VM Microsoft Dynamics NAV 2009 R2 NA VM consists of two virtual machines, Microsoft Dynamics NAV 2009 R2 NA VM-01 and Microsoft Dynamics NAV 2009 R2 NA VM-02. To run Microsoft Dynamics NAV 2009 R2 NA VM you should import and start both virtual machines. In order to import a virtual machine, follow the steps below:

2.1.Import a virtual machine Instructions 1. Open Hyper-V Manger on your PC. In order to do this click Start, then in the Search box start typing “hyper-v” and click Hyper-V Manager in the results list 2. Click Yes to allow the program to make modifications.

Screenshots

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3. In Hyper-V Manager in the Actions pane, click Import Virtual Machine.

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4. In the import Virtual Machine window, browse to the folder Microsoft Dynamics NAV 2009 W1 R2-01 (and after to Microsoft Dynamics NAV 2009 W1 R2-02) and click Import.

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2.2.Set up a private virtual network The private virtual network will serve to connect the two virtual machines, Microsoft Dynamics NAV 2009 R2 NA VM-01 and Microsoft Dynamics NAV 2009 R2 NA VM-02. Use of this network is mandatory for Connector for Microsoft Dynamics and for Outlook add-in. Instructions 1. In Hyper-V Manager, click Virtual Network Manager.

Screenshots

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2. In the Virtual Network Manager, under Create virtual network, click Private. 3. Click Add.

4. In the Name, type NAV 2009 R2 W1 (you must use this name since it has been preset). 5. Click OK.

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6. In the Hyper-V Manager, right-click Microsoft Dynamics NAV 2009 R2 NA VM-01, and then click Settings.

7. Under Hardware, select Network Adapter.

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8. From the drop down menu select NAV 2009 R2 W1. 9. Click OK.

10. Repeat steps 6 to 9 for Microsoft Dynamics NAV 2009 R2 NA VM-2.

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2.3.Set up an external virtual network (Internet access) You need Internet connection to activate Windows on the image. You also need Internet access for Virtual Earth and Weather Control Add-ins. In order to have an Internet connection on the image you need to set up an external virtual network and then assign it to a virtual machine. This subsection explains how to do this. It is assumed you are using a wired access to the Internet. You should avoid using wireless external networks if a wired network is available, since they are not directly supported by Hyper-V. If you want to use a wireless network, refer to the resources provided in the end of this subsection. Use external networks only when absolutely necessary! The potential problems of external networks include issues with duplicate domains on the same network. Below it is described how to set up an external virtual network and then assign it to a virtual machine. Description

Screenshots

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11. In Hyper-V Manager in the Actions pane, click Virtual Network Manager.

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12. In the Virtual Network Manager, under Create virtual network, click External. 13. Click Add.

14. In the Name text box, type a name for the new virtual network. 15. Under Connection type, ensure External selected and click the drop down. 16. Select the host Network Adapter that has Internet access. 17. Click OK.

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18. Right-click the virtual machine for which you want to enable the Internet access, and then click Settings.

19. Under Add Hardware, select Network Adapter and click Add.

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20. From the drop down menu select the virtual network that you have just created. 21. Click OK.

Additional configuration might be needed based on your current network situation. Those could include configuring a proxy, providing a DNS address, or using a static IP. Please refer to the following resources for more information about the networking with Hyper-V: -

Microsoft Dynamics Hot Topic: Working with Hyper-V Virtual Machines

-

Whitepaper “Best Practices for Using Hyper-V as a Demonstration Platform”

-

Hyper-V on TechNet

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2.4.Start and connect to a virtual machine Instructions 1. In Hyper-V Manager select the virtual machine you want to start. 2. Click Start to start Windows on the virtual machine. 3. Click Connect to open the virtual machine.

Screenshots

4. To login to virtual machine you can use any of the profiles listed in Section 8. 16

The password to all profiles is pass@word1.

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3. New Licensing Model and Differencing Disks With Microsoft Dynamics NAV 2009 R2 NA VM we are not using the time-bombing technology, but instead we have installed an evaluation version of Windows Server 2008 R2. The evaluation period for Windows Server 2008 R2 is 180 days, and you are given 10 extra days in the beginning to activate the image. During these 10 days you should activate Windows via Internet. After that you are given 180 days to use the image. You will be able to extend, or “rearm”, the evaluation period three times, which gives you in total 720 days + 40 days for activation. The count down for evaluation period will start once you activate Windows. The subsections 3.1 and 3.2 explain how to activate Windows and “rearm” the image. Subsection 3.3 is about the Diff Disks. For more information on licensing model, activation, rearming and diff disks visit the Microsoft Dynamics Hot Topic – Introduction to Hyper-V Demo Environment starting at 42:27.

3.1.Windows Activation When you run the virtual machine for the first time or first time after the “rearm”, you should activate Windows within 10 days. Description 1. In order to activate Windows, click Start, and then right click Computer. 2. Under Windows activation click Activate Windows now. Follow the wizard to complete the activation.

Screenshots

Note that you need to have Internet Connection on the image to activate the Windows over internet. Refer to Section 2.3 for guidelines on how to configure Internet access. Once you have activated Windows, you have 180 days to use the image. After these 180 days, you should run the rearm command to extend the evaluation period. Refer to Section 3.2 for instructions.

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3.2. Windows Rearm Once you have activated Windows you are given 180 days of evaluation period. After 180 days are over, you can extend the evaluation period for the same number of days – maximum three times. The section below shows how to “rearm” Windows and provides several useful commands to track the remaining number of days and rearms. Description 1. In order to “rearm” Windows on the image, go to Computer > Local Disk (C:) > rearm. 2. Double click Rearm Windows. 3. After you run the “rearm”, you will need to activate Windows again to continue using the image. See Section 3.1 for instructions.

Screenshots

Best Practice: It is recommended that you do all your customization on the virtual machine during your first evaluation period (first 180 days), and then you run rearm command, shut down the machine and save it. The benefit of this is that you can start your image again whenever you want it, it can be in a week, a month or more, but once you start the image again, you have 190 days ahead of you. To the contrast with the time-bomb technology you were bind to a specific date when the VM expires. Commands to track remaining number of days and “rearms”: 1. To see when the current evaluation period ends, in Command Prompt on the image type slmgr.vbs /xpr 2. To see the remaining number of evaluation days and “rearms”, in Command Prompt on the image type slmgr.vbs /dlv 19

3.3.

Diff Disks

Unfortunately, it will be impossible to use diff disks with Microsoft Dynamics NAV 2009 R2 NA VM. After you download the image from PartnerSource, you will need to activate it. In this way your image becomes a unique copy of Microsoft Dynamics NAV 2009 R2 NA VM. Any other user who will download and activate the image will get a unique copy as well. So if you create a diff disk based on your image, it will not be compatible with any other copy of Microsoft Dynamics NAV 2009 W1 VM.

4. NAV license upload Note: there is already a demo license on the image that allows you to use it for demonstration purposes only. This license does not give the rights to make any changes to the Dynamics NAV 2009 through the Object Designer. If you intend to make such changes, you must upload your personal license with proper rights. This section describes the steps on how to upload the personal license to Dynamics NAV 2009. Instructions Screenshots 1. Request a personal license and copy it to the virtual machine. 2. In Dynamics NAV 2009 Classic Client with SQL Server, click License Information in the Tools menu.

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3. In the License Information window, click Upload button, and then choose the path to your personal license.

4. Open the database and the company in the File menu.

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5. Click Change button, and then choose again the path to the license.

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5. Overview of the software Microsoft Dynamics NAV 2009 R2 NA VM comes with two virtual hard disks. The list below provides an overview of what is installed on each of the VHDs. For a complete list, you should refer to the Control Panel > Programs on each VHD. For the list of installed add-ins refer to the Section 8 “Installed Add-ins”. VM/ VHD Microsoft Dynamics NAV 2009 R2 NA VM-01.vmc/ NAV 2009 R2 - 01.vhd

Installed Software Microsoft Dynamics NAV 2009 R2 (RTW build) Windows Server 2008 R2 Business Analytics Microsoft Office 2010 Microsoft Visio 2010 Microsoft SharePoint Server 2010 Microsoft SQL Server 2008 R2 Microsoft Visual Studio 2010 Connector for Microsoft Dynamics (Feature Pack 5)

Microsoft Dynamics NAV 2009 R2 NA VM-02.vmc/ NAV 2009 R2 - 02.vhd

Windows Server 2008 R2 Microsoft Dynamics CRM 4.0 Microsoft Exchange Server 2010

6. Connector for Microsoft Dynamics The Connector for Microsoft Dynamics Feature Pack 5 provides an integration between Microsoft Dynamics CRM 4.0 (minimum Update Rollup #5) or Microsoft Dynamics CRM 2011 and Microsoft Dynamics NAV 2009 R2. The Connector for Microsoft Dynamics is an integration solution which is targeted specifically at the Microsoft Dynamics family of products. The primary emphasis of the Connector is that of simplicity while providing highly reliable and fault tolerant business document integration between Dynamics family products. Before you start using the Connector for Microsoft Dynamics you are strongly encouraged to go through Application Updates for Microsoft Dynamics NAV 2009 R2 and Connector for Microsoft Dynamics for use with Microsoft Dynamics NAV 2009 documents. For more information, documents and guides for Connector for Microsoft Dynamics visit the Connector page on Partner Source. 23

In order to enable synchronization between Microsoft Dynamics NAV 2009 and Microsoft Dynamics CRM on Microsoft Dynamics NAV 2009 R2 NA VM you need to go through the following steps:

Instructions 1. Make sure you have the private virtual network set up. See Section 2.2 for more details. 2. On Microsoft Dynamics NAV 2009 R2 NA VM01, in Start > Administrative Tools > Services, set Connector for Microsoft Dynamics Service to Automatic and start it.

Screenshots

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3. Open the Connector though Start > Microsoft Dynamics > Connector for Microsoft Dynamics. 4. Activate the maps in the order you see below. Note: after you click Activate, you should also click Save to complete the activation. 1. NAV Enumerated Values to Picklist 2. NAV Currency Exchange Rates to Currency 3. NAV Units of Measure to Unit Group 4. NAV Salespeople/Purchasers to ERP System User 5. NAV Customer Card to Account 6. NAV Contact Card to Contact 7. NAV Item Card to Product 8. NAV Resource List to Product 9. NAV Sales Order to Order 10. NAV Sales Invoice to Invoice 11. NAV Posted Sales Invoice to Invoice

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7. Modifications to the demo install 7.1. Installed Add-ins The following add-ins for Microsoft Dynamics NAV 2009 R2 are installed on the virtual machine: 1. 2. 3. 4. 5. 6. 7.

Treemap Business Data Visualization Item Availability Timeline Business Data Visualization Virtual Earth and Weather Control Edit In Excel Search Employee Portal Outlook Synchronization

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7.1.1.

Treemap Business Data Visualization

The Treemap Business Data Visualization for Microsoft Dynamics NAV 2009 provides a unique view on business data. It gives an insight from different data perspectives and can be used to identify outliers and actionable items. Combined with histogram-based visual filtering and integration into business logic and the user interface of the RoleTailored client, this is a powerful tool for end users.

Description

Screenshots

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On the virtual machine, you can open Treemap Business Data Visualization from Customer List and Item List. The icon is located on the Action Pane in the Analysis group.

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The Treemap Business Data Visualization is still a list of customers/ items, but at a different perspective. It combines two dimensions taken from the attributes and shows the dependence between the data. With this tool in your hands you can identify the outliers at a glance and plan the corresponding actions.

For the demos of Treemap Business Data Visualization refer to Microsoft Dynamics NAV 2009 R2 Hot Topics – Business Data Visualization and Business Data Visualization Add-ins for the RoleTailored Client presentations from Microsoft Dynamics NAV 2009 R2 Developer Day. Note that you can add the Treemap Business Data Visualization to other lists, for example, Vendors list. For instructions how to add the Treemap to other pages and for more information about Treemap refer to the whitepaper, which is available here.

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7.1.2.

Item Availability Timeline Business Data Visualization

The Item Availability Timeline provides a unique view on business data. It is a visual model for a number of inventory transactions over time which allows comparing multiple scenarios and provides an interactive UI to change transactions. The visualization is the place for a user to interact with the business data. The user can adjust transaction quantities and schedule, create new supply, delete supply transaction and revert changes to the transactions. Description Screenshots On the virtual machine, you can open Item Availability Timeline from Item List and Item Card. The icon is located on the Action Pane in the Analysis group. There are two icons – Item Availability Timeline and Demo Item Availability Timeline. The Demo Item Availability Timeline uses its own demo data, and you can run it to get a quick look and feel of the add-in. Whereas the Item Availability Timeline uses the data in Dynamics NAV demo database, and you should run it if you want to work on items in the NAV demo database.

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You can also open the Item Availability Timeline from a Sales Order card. On the Lines FastTab, click Actions > Line. Here you also have two options – Item Availability Timeline and Item Availability Timeline (Demo Page) which are equivalent to icons on Items List and Item Card.

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Business Data Visualizations for Microsoft Dynamics NAV 2009 deliver a mental model for business data and data dependencies, which is an entry point for understanding the current state of a business and future trends. Users can find items of interest and outliers in business data and convert them into actionable tasks. Visualizations also provide suggestions for an action strategy and help users understand the impact of actions before they are committed.

For the demos of Item Availability Timeline Business Data Visualization refer to Microsoft Dynamics NAV 2009 R2 Hot Topics – Business Data Visualization and Business Data Visualization Add-ins for the RoleTailored Client presentations from Microsoft Dynamics NAV 2009 R2 Developer Day. For more information about Item Availability Timeline Business Data Visualization refer to the whitepaper, which is available here.

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7.1.3.

Virtual Earth and Weather Control

The Virtual Earth and Weather control add-ins are added to the Customer Card. They can be used to extend the user experience by displaying data from Microsoft Dynamics NAV in a new way and also by showing the data, related to a particular record, from external applications. All customers in the database are GEO-coded with their location, which allows to see this location on the map and also get the weather data for this region. Note: Internet access is necessary in order for Maps and Weather Control Add-ins to work properly. Description On the virtual machines, Virtual Earth and Weather Control are added as Customer Location and Customer Location Weather FactBoxes to the Customer Card.

Screenshots

In case you want to add a new customer or change the address for the customer, you need to re-geo-code the list of customers. This can be done manually or by running the Setup Maps codeunit that will trigger the Geo-coding.

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1. In the Classic client, click Object Designer in Tools menu. 2. Click Codeunit. 3. Select SetupMaps codeunit.

4. Click OK to compile Page 21. 5. Click Yes to update the coordinates.

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7.1.4.

Edit in Excel

Edit in Excel add-in allows you to export the Customers list to Excel, make edits in Excel and synchronize the changes back to Dynamics NAV. This demo below will show how all business logic and validation is being run when using Web Services as an integration point. Furthermore, concurrency is supported, which means that even though changes has been made in the meantime – this can be caught and we can make sure that it is always the right information that is stored in Microsoft Dynamics NAV. Description Edit in Excel is added to the Actions menu on the Customers List.

Screenshots

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DEMO 1. Go to the Customer list place. 2. Filter the list on any value inside the Customer List – for example, The Cannon Group’s location code (BLUE). 3.

Right click, and select Filter To This Value. This will filter the list and show all the entries with BLUE location code.

4. Click

Actions button, and then click Edit in Excel.

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The filtered list will appear in Excel. From here it is possible to save the list to a shared resource if wanted – but we just want to make modifications from Excel.

Saving wrong DATA 5. Identify the column with Responsibility Center (column P) 6. In the first row, write “Dallas” in the Responsibility Center and step out of the cell. It is just like NAV – if you don’t step out of the cell the change will not be recognized. 7. Go to the Dynamics NAV tab, and then click Save Changes. When saving an error will appear – since Copenhagen is not a valid responsibility center. This shows that our Web Services runs all our business logic and validation code. The error message is from NAV and just passed on the Excel. 8. Click Abort and data will refresh.

Saving correct Data

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9. In the first row, write “Birmingham” in the Responsibility Center and step out of the cell. 10. On the Dynamics NAV tab click Save Changes.

11. Go back to Dynamics NAV and click F5 to refresh the data. The Responsibility Center for The Cannon Group has changed.

Concurrency with Web Services

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12. In the Customer List place, double click the customer Pilatus AG. 13. On the Customer Card, on the General FastTab, change Responsibility Center to Birmingham. 14. Press Enter to activate the change.

15. Go back to Excel. 16. For Pilatus AG, change the Responsibility Center to “New York”. Step out of the modified cell. Now there is a conflict, since the data was modified both in Dynamics NAV and Excel. Let’s see how to handle that!

17. Go to the Dynamics NAV tab, and then click Save Changes.

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Web service identifies that the underlying entity has been changed in both Dynamics NAV and Excel and brings up a Conflict Resolution dialog box – you can now decide which value to choose.

18. Click Use My Value button. New York will now appear in the green cell under Merged Values. 19. Click Accept Record.

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20. Click Yes to accept merged values.

21. NEW YORK will now appear in the cell. This means that not only have we saved the value back – but it has also been reformatted according to the business logic in NAV. 22. Go back to Dynamics NAV and press F5 to refresh. The new value appears in the field.

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7.1.5.

Search

With the Search add-in it is now possible to search through different tables from outside NAV. The add-in is available in the system tray in Windows. Type the full or partial name or number of an entry to see the list of search results. From this list you can directly access the entry in Dynamics NAV 2009 R2. Instructions

Screenshots

1. Click the Search icon on the system tray. 2. Type bicycle, and then click Search.

3. The Search Results list appears. Under the Category of results, the lists in which the entries were found are provided. Under results, you can see the actual search results. Click on the links to open Dynamics NAV 2009 and see either Item list place or Bicycle item.

4. Type 10000, and then click Search.

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Search also found entries, which partially matched the query.

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7.1.6.

Employee Portal

Employee Portal is a great tool for the users to share documents and information. It increases productivity and transparency of the company activities. Employee Portal gives an access to the Dynamics NAV 2009 R2 data from outside the system. Sales Department and Production Department tabs contain Customer, Sales Order and Item lists, from which you can open any particular cards. Description 1. Open Internet Explorer. Employee Portal is set as a start page.

Screenshots

From the left pane you can access Shared Documents, Calendar, Team Discussions. You can also view Sales Department and Production Department tabs.

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2. Open Sales Department tab. Here users can access Customer List and Sales Order List, from which you can further drill down to a particular entry. Search for any customer in the Search for Customers by the name, number, address or city. Note: search is case sensitive.

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3. Open Production Department tab. Here users can access Item List and Production BOM List, and review any particular card. Search for Items by number or description on the Search for Items.

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7.1.7.

Outlook Integration

Outlook Integration allows you to add Outlook web part to the Role Center and have an overview of the mail and your calendar right from Microsoft Dynamics NAV. Moreover, you can synchronize the contacts from Dynamics NAV to Microsoft Office. For your convenience, the contacts were synchronized on six profiles Administrator, Susan, Phyllis, Prakash, Charlie and Alicia. Description 1. When you open Microsoft Dynamics NAV 2009 R2 on any profile, the Outlook web part is already in the Role Center.

Screenshots

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2. In Microsoft Outlook, there is a tab Add-ins with the controls for Outlook add-ins. 3. Among other things, you can synchronize contacts from Dynamics NAV to Outlook. On the screenshot you can see that the contacts were already synchronized for Susan.

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7.2.Reports Description 1. The following additional reports were installed.

Screenshots

2. You can access them from the Customer List by clicking Report Page in the Action Pane.

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7.3.Other Codeunit 440 Approvals Mgt Notification was also modified. Now, the approval mail that arrives to the mailbox of the Approver contains a link to Approval Entries. In this way you can directly jump to the list of Approval Entries to view the document and then approve or reject it. Description 1. Now the approval mail looks like this.

Screenshots

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2. The links in the approval mail open the Approval Entries list, which is located in Departments/Purchase/Order Processing.

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8. Configured Profiles and Password  Configured user profiles: 

ADMINISTRATOR

IT Manager



SAMMY

Shipping and Receiving - Warehouse Management System



PHYLLIS

Accounting Manager



APRIL

Accounts Payable Coordinator



ARNIE

Accounts Receivable Administrator



ANNIE

Bookkeeper



KEVIN

Sales Manager



SUSAN

Sales Order Processor



SUSAN2

Sales Order Processor (for configuration demo)



ALICIA

Purchasing Agent



JOHN

Warehouse Worker - Warehouse Management System



EDUARDO

Production Planner



LARS

Shop Supervisor - Manufacturing Foundation

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

SHANNON

Machine Operator - Manufacturing Comprehensive



REINA

Resource Manager



PRAKASH

Project Manager



DANIEL

Dispatcher - Customer Service



TERRENCE

Outbound Technician - Customer Service



TIM

IT Manager



CHARLIE

President



STAN

President - Small Business



NANCY

Sales Representative

 Password to all profiles: pass@word1 (use Shift + 2 for @). Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship, and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free (888) 477-7989 Worldwide (1) (701) 281-6500 www.microsoft.com/dynamics This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, Microsoft Office, Microsoft Office Excel, Microsoft Office Outlook, Windows, Windows Server are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.

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