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Harmonize itMicrosoft Dynamics NAV 2017

The purpose of this slide deck is to bring you the product highlights related to the

release of Dynamics NAV 2017

Agenda

1. Two Worlds Together

2. Enhance The Core

3. New Opportunities

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1. Two Worlds Together

a. In Office 365 Experience

b. Embedded Power BI

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1a. In Office 365 Experience

• E-mail cover letter templates• You can create email messages containing

structured information such as due date, invoice amount and more

• Developed using RDLC to guaranteeconsistency with customer facing documentssuch as invoices

• Ready on any device without the need toopen attachments

• Create multiple layouts for different customers or needs

• Some out-of-the box templates 5

1a. In Office 365 Experience

• Contact Synchronisation

• Integrate People from Office 365 or Exchange with NAV 2017

• Manual or Scheduled filtered synchronisation

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1a. In Office 365 Experience

• In Office 365 Experience• Microsoft Outlook Add In avoids users

having to switch between apps

• Access financial information fromwithin Outlook or Excel with ability todrill down

• Send documents from within Outlook

• NAV document recognition in Outlook

• Connect Excel with NAV 2017• Read

• Update7

1b. Embedded Power Bi

• Embedded Power BI

• Power BI lets you build insights

• Make the insights available in NAV2017

• Power BI Content Pack delivered

• Power BI inherits NAV security

• Note: Power BI can handle some data modelling but it is not to beconfused with a full blown datawarehouse

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Agenda

1. Two Worlds Together

2. Enhance The Core

3. New Opportunities

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2. Enhance The Core

a. Setup and Configuration

b. User Experience

c. Finance

d. Jobs

e. CRM

f. Items

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2a. Setup and Configuration

• Simplified Setup

• Use it to quickly implement repeatable solutions and have fewer manual setup steps

• Streamlined user setup, integrated with Office 365

• Assited guidance for fiscal year setup, workflow approvals and more

• Use scripts to automate the deployment of additional companies

• Default Setup Data on many setup tables

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2a. Setup and Configuration

• Reporting Data Setup

• Allow users to create insights without SQL knowledge

• Use existing lists, queries

• A wizard guides the user to the creation of Odata endpoints for consumptionwith MS Excel and Power BI

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2a. Setup and Configuration

• Forecasting Cash Flow

• Look ahead and predict the highs and lows on cash

• Wizard Setup aid to get you started

• Automatic daily or weekly updates

• Additional sources are now supported such as jobs

• Azure Machine Learning used to predict and create the model

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2a. Setup and Configuration

• CRM Enhancements and Simplifications

• Use a wizard to link NAV 17 with Dynamics CRM Online

• Integrate Contacts, Invoices, Items, Price Lists, Units of Measure, Resources, …

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2b. User Experience

• List, Brick and Grid View

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2b. User Experience

• New UI Tooltip Implementation in Web Client

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2b. User Experience

• Web Client• Moving towards a first class desktop experience

• Use wizards to learn new concepts

• Contextual Notifications

• Tooltips to remind the user on fields and actions while they work

• Esc to exit a page, F5 to refresh any page

• Pictures supported

• Improved performance, pages can again load up to twice faster

• Supported Browsers: Edge, IE, Chrome, Firefox, Safari

• Mobile• Gesture implementation using swipe left & right, tap and hold

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2b. User Experience

• Notifications• Non-intrusive, intelligent notifications to

guide the user through process

• Facilitates training and onboarding of new users

• Straightforward setup allowing users toswitch on/off on a granular level

• Simple to add and change for partners using the API

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2b. User Experience

• What’s Next in NAV 2018, 2019, …

• Web Client, web client, web client

• Copy Paste in web client

• Productivity enhancements in web client

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2c. Finance

• Bank Reconciliation• Payment Reconciliation Journal now

allows for full bank reconciliation• Match customer payments

• Match vendor payments

• Bank transactions

• Display only unmatched transactions

• Enhanced security: profile to allowusers to only import statements

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2c. Finance

• Account Categories

• Assign account categories to accounts: assets, liabilities, expenses, cash, payroll, …

• Supported in financial reports such as balance sheet, income statement, …

• Auto Update account schedules when account categories are changed

• Correct or Cancel posted invoices and credit memo’s

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2d. Jobs

• Simplified Jobs

• Wizard assists in the creation of Jobs

• Easy entry in time sheets and journals

• Enhanced Project Manager Role Center

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2e. CRM

• Simplified CRM in NAV

• Improved Sales Role Center

• Easier interaction logging fromyour phone and Office 365

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2f. Items

• Item Attributes in NAV

• Group items in a hierarchicalstructure

• Assign attributes to item categories and items

• Translations supported

• Enhanced Web Store integration

• Filter on Attributes

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Agenda

1. Two Worlds Together

2. Enhance The Core

3. New Opportunities

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3. New Opportunities

a. e-Everything

b. Cortana Intelligence

c. PowerApps & Microsoft Flow

d. Extensions

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3a. E-Everything

• Payment Services and PayPal link

• Provide hyperlinks on invoices toallow customers to pay more easily

• PayPal Integration Add In

• Credit Card Integration

• Advanced Lexmark OCR integration

• Line Recognition

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3b. Cortana Intelligence

• Sales and Inventory forecast extensions

• Using forecasts and historical data replenishment is suggested

• Overview of expected stockoutsbased on current inventory and predicted sales

• Azure Machine Learning

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3c. PowerApps & Microsoft Flow

• PowerApps• Build Mobile Apps without writing code

• Integrate Dynamics, Sharepoint, OneDrive, Excel

• Nothing to install

• Read & Write Supported

• Microsoft Flow• Automate business processes

• Turn repetitive tasks into workflows

• Integrate the above

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3d. Extensions

• Extensions

• Again more easy to write add ons ‘next to’ standard NAV code

• Dynamics 365 Business

• NAV Extensions are ready for Dynamics 365 Business

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NAV2017 Technical

• Monitoring Locks

• Out of the box extensions

• Ceridan Payroll

• Dynamics GP Data Migration

• Quickbooks Data Migration

• Envestnet Bank Feeds

• Paypal Payments

• Job Queue is now a Task Scheduler Service

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Other Technical

Graph.Microsoft.Com, exposing Microsoft Cloud API’s

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NAV2017 Technical

System Requirements

https://msdn.microsoft.com/en-us/dynamics-nav/system-requirements-for-microsoft-dynamics-nav

Windows 8, 10

iOS 9, 10

Android 6, 7

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