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Harmonize it Microsoft Dynamics NAV 2017

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Page 1: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

Harmonize itMicrosoft Dynamics NAV 2017

Page 2: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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

release of Dynamics NAV 2017

Page 3: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

Agenda

1. Two Worlds Together

2. Enhance The Core

3. New Opportunities

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Page 4: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

1. Two Worlds Together

a. In Office 365 Experience

b. Embedded Power BI

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Page 5: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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

Page 6: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 7: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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

Page 8: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 9: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

Agenda

1. Two Worlds Together

2. Enhance The Core

3. New Opportunities

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Page 10: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

2. Enhance The Core

a. Setup and Configuration

b. User Experience

c. Finance

d. Jobs

e. CRM

f. Items

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Page 11: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 12: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 13: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 14: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 15: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

2b. User Experience

• List, Brick and Grid View

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Page 16: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

2b. User Experience

• New UI Tooltip Implementation in Web Client

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Page 17: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 18: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 19: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 20: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 21: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 22: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 23: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

2e. CRM

• Simplified CRM in NAV

• Improved Sales Role Center

• Easier interaction logging fromyour phone and Office 365

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Page 24: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 25: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

Agenda

1. Two Worlds Together

2. Enhance The Core

3. New Opportunities

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Page 26: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

3. New Opportunities

a. e-Everything

b. Cortana Intelligence

c. PowerApps & Microsoft Flow

d. Extensions

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Page 27: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 28: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 29: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 30: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 31: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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Page 32: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

Other Technical

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

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Page 33: Harmonize it Microsoft Dynamics NAV 2017 · Microsoft Dynamics NAV 2017. ... release of Dynamics NAV 2017. Agenda 1. Two Worlds Together 2. Enhance The Core 3. New Opportunities 3

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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