Harmonize it Microsoft Dynamics NAV 2017

Transcription

1 Harmonize it Microsoft Dynamics NAV 2017

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

3 Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

4 1. Two Worlds Together a. In Office 365 Experience b. Embedded Power BI 4

5 1a. In Office 365 Experience cover letter templates You can create messages containing structured information such as due date, invoice amount and more Developed using RDLC to guarantee consistency with customer facing documents such as invoices Ready on any device without the need to open attachments Create multiple layouts for different customers or needs Some out-of-the box templates 5

6 1a. In Office 365 Experience Contact Synchronisation Integrate People from Office 365 or Exchange with NAV 2017 Manual or Scheduled filtered synchronisation 6

7 1a. In Office 365 Experience In Office 365 Experience Microsoft Outlook Add In avoids users having to switch between apps Access financial information from within Outlook or Excel with ability to drill down Send documents from within Outlook NAV document recognition in Outlook Connect Excel with NAV 2017 Read Update 7

8 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 be confused with a full blown datawarehouse 8

9 Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 9

10 2. Enhance The Core a. Setup and Configuration b. User Experience c. Finance d. Jobs e. CRM f. Items 10

11 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 11

12 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 consumption with MS Excel and Power BI 12

13 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 13

14 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, 14

15 List, Brick and Grid View 2b. User Experience 15

16 2b. User Experience New UI Tooltip Implementation in Web Client 16

17 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 17

18 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 to switch on/off on a granular level Simple to add and change for partners using the API 18

19 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 19

20 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 allow users to only import statements 20

21 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 21

22 2d. Jobs Simplified Jobs Wizard assists in the creation of Jobs Easy entry in time sheets and journals Enhanced Project Manager Role Center 22

23 2e. CRM Simplified CRM in NAV Improved Sales Role Center Easier interaction logging from your phone and Office

24 2f. Items Item Attributes in NAV Group items in a hierarchical structure Assign attributes to item categories and items Translations supported Enhanced Web Store integration Filter on Attributes 24

25 Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 25

26 3. New Opportunities a. e-everything b. Cortana Intelligence c. PowerApps & Microsoft Flow d. Extensions 26

27 3a. E-Everything Payment Services and PayPal link Provide hyperlinks on invoices to allow customers to pay more easily PayPal Integration Add In Credit Card Integration Advanced Lexmark OCR integration Line Recognition 27

28 3b. Cortana Intelligence Sales and Inventory forecast extensions Using forecasts and historical data replenishment is suggested Overview of expected stockouts based on current inventory and predicted sales Azure Machine Learning 28

29 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 29

30 Extensions 3d. Extensions Again more easy to write add ons next to standard NAV code Dynamics 365 Business NAV Extensions are ready for Dynamics 365 Business 30

31 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 31

32 Other Technical Graph.Microsoft.Com, exposing Microsoft Cloud API s 32

33 NAV2017 Technical System Requirements Windows 8, 10 ios 9, 10 Android 6, 7 33