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The latest functionality for Microsoft Dynamics NAV Users Dynamics NAV 2015 Microsoft Dynamics NAV 2015 is being rightly hailed as one of the most important NAV releases ever. Aimed at delivering real benefits to small businesses Microsoft have labelled it as offering ‘power to the SMB’. NAV 2015 contains improvements in workforce productivity, business reporting and technical infrastructure. This release puts the emphasis on enabling flexible working practices for small and medium-sized businesses through both cloud-based technologies and role-based applications. The end result for users of NAV is a more productive workforce and a more profitable company. In this latest release the changes made to the product offering from Microsoft fall under three headings. Installation support Ease-of-use Functionality The details in each area are shown in the sections that follow. Installation Support There are several enhancements that help the installation or upgrade of NAV solutions. These include new application merge utilities for application code and metadata, and a new way of running the data upgrade logic. Migrating from incumbent ERP solutions to Microsoft Dynamics NAV, as well as upgrading from earlier versions of NAV, has never been smoother, meaning projects carry less disruption and have a higher probability of completing ahead of schedule. RapidStart Implementation RapidStart Services helps meet the needs of Microsoft partners responsible for creating, setting up, and initialising new installations of Microsoft Dynamics NAV. This release offers the possibility to map values from an existing ERP system into your Microsoft Dynamics NAV implementation during the migration of your customer's data. In addition, tool support is provided to help you clean up and process the data that you want to import. For example, you can easily convert dates and decimals to the format required by the regional settings on a user's computer. The latest version of the Microsoft flagship ERP product, Dynamics NAV 2015, was released to all users on 1 October 2014. In this latest edition there have been a range of enhancements made and this brochure gives the detail behind them. This latest edition takes NAV to a new level of user-friendliness, efficient usage and mobile connectivity delivering even more benefit to new and existing users. New in NAV2015 RapidStart Upgrade Microsoft Dynamics NAV 2015 includes several enhancements for upgrading solutions. RapidStart Upgrade – Code New application merge utilities help partners upgrade their solution – application code and metadata – from one version to another, or from one cumulative update to another. We also introduce supporting tools for handling application object files in general, and for managing application languages and captions. RapidStart Upgrade – Data We have introduced a new way of running the data upgrade logic. The data upgrade was enhanced to optimise the performance and provide developers with a superior tool for testing, automating, tracking progress, troubleshooting and running of the data upgrade code. With schema synchronisation on demand, the data upgrade becomes a much more controllable process. The development environment has been extended so that you can now choose how to sync each change in a table. The data upgrade in Microsoft Dynamics NAV 2015 allows you to catch all the errors, but also to resume after an error. At the same time you get a detailed overview of the progress of the data upgrade.

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Page 1: New in NAV2015 - Metaphorix: Microsoft Dynamics NAV …€¦ · The latest functionality for Microsoft Dynamics NAV Users Dynamics NAV 2015 Microsoft Dynamics NAV 2015 is being rightly

The latest functionality for Microsoft Dynamics NAV Users

Dynamics NAV 2015Microsoft Dynamics NAV 2015 is beingrightly hailed as one of the most importantNAV releases ever.

Aimed at delivering real benefits to smallbusinesses Microsoft have labelled it asoffering ‘power to the SMB’.

NAV 2015 contains improvements inworkforce productivity, business reportingand technical infrastructure.

This release puts the emphasis on enablingflexible working practices for small andmedium-sized businesses through bothcloud-based technologies and role-basedapplications.

The end result for users of NAV is a moreproductive workforce and a more profitablecompany.

In this latest release the changes made tothe product offering from Microsoft fall underthree headings.

• Installation support

• Ease-of-use

• Functionality

The details in each area are shown in thesections that follow.

Installation SupportThere are several enhancements that helpthe installation or upgrade of NAV solutions.

These include new application merge utilitiesfor application code and metadata, and anew way of running the data upgrade logic.

Migrating from incumbent ERP solutions toMicrosoft Dynamics NAV, as well asupgrading from earlier versions of NAV, hasnever been smoother, meaning projectscarry less disruption and have a higherprobability of completing ahead of schedule.

RapidStart ImplementationRapidStart Services helps meet the needs ofMicrosoft partners responsible for creating,setting up, and initialising new installations ofMicrosoft Dynamics NAV.

This release offers the possibility to mapvalues from an existing ERP system intoyour Microsoft Dynamics NAVimplementation during the migration of yourcustomer's data.

In addition, tool support is provided to helpyou clean up and process the data that youwant to import.

For example, you can easily convert datesand decimals to the format required by theregional settings on a user's computer.

The latest version of the Microsoft flagship ERP product, Dynamics NAV 2015,was released to all users on 1 October 2014.

In this latest edition there have been a range of enhancements made and thisbrochure gives the detail behind them.

This latest edition takes NAV to a new level of user-friendliness, efficient usageand mobile connectivity delivering even more benefit to new and existing users.

NewinNAV2015

RapidStart UpgradeMicrosoft Dynamics NAV 2015 includesseveral enhancements for upgradingsolutions.

RapidStart Upgrade – CodeNew application merge utilities helppartners upgrade their solution –application code and metadata – from oneversion to another, or from one cumulativeupdate to another.

We also introduce supporting tools forhandling application object files in general,and for managing application languagesand captions.

RapidStart Upgrade – DataWe have introduced a new way of runningthe data upgrade logic.

The data upgrade was enhanced tooptimise the performance and providedevelopers with a superior tool for testing,automating, tracking progress,troubleshooting and running of the dataupgrade code.

With schema synchronisation on demand,the data upgrade becomes a much morecontrollable process.

The development environment has beenextended so that you can now choose howto sync each change in a table.

The data upgrade in Microsoft DynamicsNAV 2015 allows you to catch all theerrors, but also to resume after an error.

At the same time you get a detailedoverview of the progress of the dataupgrade.

Page 2: New in NAV2015 - Metaphorix: Microsoft Dynamics NAV …€¦ · The latest functionality for Microsoft Dynamics NAV Users Dynamics NAV 2015 Microsoft Dynamics NAV 2015 is being rightly

Ease of UseIt’s all about power to the people. This seriesof enhancements are designed to deliver morepower to your workforce.

The changes in this section of the productinclude the following.

Microsoft Dynamics NAV for TabletsDynamics NAV for tablets allows users to getaccess to the data they need from the devicethey prefer.

With a fresh and modern interface designedexclusively for touch, it provides the familiarRole Tailored experience so that users can getreal work done at home, at work or on the go.

Download and install the app today from theWindows Store, App Store or Google Play andconnect to your Dynamics NAV 2015 Server.

Touch Screen DesignThe ability for staff to use the NAV solutionacross multiple platforms and devices, witheasy to use touch-screen technology, isparticularly useful when combined with newrole-based features.

Dashboard CapabilityIn NAV 2015 you can present strikingoperational BI dashboards that help improvedecision-making and focus actions.

The Role Centre now can show special cuetiles that apply custom formatting to anycomputed numerical value.

It can also show an indicator that changescolour based on the data values that the tilereflects (Enhanced Cues).

Faster InputDynamics NAV 2015 is more intuitive for theend-user by making data entry on pages fasterby showing only the mandatory input fields(Mandatory Fields).

Another aid to faster processing is theautomatic filling in of document numbers(Auto-fill No. field).

Reviewing documents such as orders,invoices and credit memos, is made easier byhaving totals shown on the page (Total sectionon document pages).

Dynamics NAV 2015 offers increasedproductivity by only showing what is relevantto the user, depending on a user’s permissionsets and licence.

FunctionalityThere are several new functions in NAV 2015,including enhancements in the areas offinance, Office integration, documentmanagement and reporting.

Improved Cash ManagementImprovements have been made around BankReconciliation and the use of Webservices forconnecting with financial institutions.

Bank integrationWith the new Bank Data Conversion Servicefeature, users get electronic bank statementfiles converted into data that can be importedinto NAV.

Users can also use the conversion service toexport payment information to electronicpayment files in the format that their bankrequires.

Bank paymentsPayment Reconciliation Journals enable usersto import bank transaction data into adedicated UI and automatically apply to opencustomer and vendor documents.

The features include advanced recordmatching, strong review tools and thepossibility to define the payment matchtolerance and the generic matching algorithm.

Electronic PaymentsImprovements in the Payment Journal and theCredit Transfer Registers enable users tobetter manage the payment creation andexport process and to track payment history.

A new function allows users to createpayments where posting date (execution datein the bank) is automatically calculated withpoint of departure in due date for theunderlying documents.

Office 365 IntegrationNAV provides interoperability with Office 365,which enables customers to drill down,analyse, share and collaborate with peers.

• Simplified email messaging via SMTPincluding Office 365.

• Sign in to the Microsoft Dynamics NAVWindows client using your Office 365account.

This series of developments are designed tosave the business time, reduce errors andpromote teamwork.

Metaphorix Limited • 3 Temple Court • Temple Way • Coleshill • Birmingham • B46 1HH

Social ListeningMicrosoft Social Listening collects dataabout you from social media websites andpresents it to you in easy-to-consume chartsand graphs that you can use to spotemerging trends in people’s comments,whether positive, negative, or neutral.

You can drill down into the data and seewho is mentioning you, where they postedthe comment, and exactly what they said.

With one of the first cumulative updates,NAV 2015 will include a control Add-in,which will enable you to embed cloudhosted services, like Microsoft SocialListening, into NAV pages.

For example, it enables the vendor to seethe social media reputation of the customeras an order is being created.

Document ReportingNAV now uses Microsoft Word as a layoutediting option for document reports. Thisallows companies to create and use theirown branded stationery for reports, invoicesand statements.

Relevant financial information is thenmerged (via Jet Reports) into the brandedtemplates and saved as either a Worddocument or a PDF so that it may be printedor emailed from within the system.

Report SchedulingYou can schedule any report to run on theserver, now or scheduled later.

Power BIMicrosoft Power BI for Office 365 is acollection of features and services thatenable you to visualise data, sharediscoveries, and collaborate in new ways.

Self-Service BI features in Excel – such asPower Query, Power Pivot, Power View andPower Map – extend the data-specificfeatures and capabilities of Excel.

Through the use of ODATA web services,these Power BI features can integrate withdata in NAV 2015.

SummaryNAV 2015 is designed to help you becomemore efficient by giving your staff the powerthey need to do their job easier, better andfaster than ever before.

NewinNAV2015

For more information about our products and services, please call: 01675 432400, email us at:[email protected] or visit our website: www.metaphorix.co.uk