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Harmonize itMicrosoft Dynamics NAV 2017
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The purpose of this slide deck is to bring you the product highlights related to the
release of Dynamics NAV 2017
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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
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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
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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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