What’s New in Microsoft Dynamics NAV 2017?

What’s New in Microsoft Dynamics NAV 2017? Ryan Pollyniak, Customer Account Manager – Western Computer Today we will overview some of the enhancements to the core application and platform including Power BI, Outlook Integration, Setup & Configuration, User Experience, Finance, Jobs, CRM, and Item attributes. 

Webinar Agenda: Integration with Power BI Integration with Outlook Integration with Dynamics CRM Setup & Configurations Enhanced User Experience & Benefits

Webinar Agenda (Cont.): Finance Enhancements Jobs Module Item Attributes Q&A

Integration with Power BI You can use embedded Power BI to easily create insightful charts and reports using Power BI, and make them available within your Microsoft Dynamics NAV 2017 role center. SECURE Manage both the creating and viewing of the reports using security. GET STARTED QUICKLY The content pack provides samples reports that you can use in both the demo or production environment. REPORTING WHEN AND WHERE YOU NEED IT Power BI reports may be made visible on the Microsoft Dynamics NAV 2017 role centers. SECURE Manage both the creating and viewing of the reports using security. Users can only create reports for data sets that they have security access to within Microsoft Dynamics NAV 2017. Only users that have access to the finished reports may view them GET STARTED QUICKLY Get started quickly by using the Microsoft Dynamics NAV content pack. The content pack provides samples reports that you can use in both the demo or production environment. You can also make edits to the content pack that we provide REPORTING WHEN AND WHERE YOU NEED IT Any report that is created in Power BI may be made visible on the Microsoft Dynamics NAV 2017 role centers. This enables users to get the information they need to perform their job right from within their role center

Integration with Outlook You can use the Microsoft Outlook add-in to manage business interactions directly in Outlook. You can quickly access financial information, and create and send documents without leaving Outlook. SAVE TIME Create and send documents to your business contacts directly from Microsoft Outlook and Microsoft Bookings. STAY INFORMED Quickly access all your financial data or information about your contacts and customers directly from Microsoft Bookings, Excel, or Outlook. INCREASE ACCURACY Remove manual steps by automatically synchronizing customers and service items with Microsoft Bookings. SAVE TIME Avoid switching between applications. Create and send documents to your business contacts directly from Microsoft Outlook and Microsoft Bookings. Access all your financial data with all the charting and data analytics functionality of Microsoft Excel STAY INFORMED Quickly access all your financial data or information about your contacts and customers directly from Microsoft Bookings, Excel, or Outlook. You can modify your data directly in Excel, and push changes back into the Microsoft Dynamics NAV database INCREASE ACCURACY Remove manual steps by automatically synchronizing customers and service items with Microsoft Bookings. Ensure the integrity of your data with validations on import from Excel

Integration with Dynamics CRM You can now synchronize assembly items and bill-of-material items (BOMs) to Dynamics CRM as CRM products without price. Screenshot placeholder In Dynamics NAV 2017, you can now synchronize assembly items and bill-of-material items (BOMs) to Dynamics CRM as CRM products without price. The sales person in Dynamics CRM can now use the price lists from Dynamics NAV while creating a sales order. When they add the item to the sales order line in Dynamics CRM, they are also able to see the inventory level (availability) of the item from Dynamics NAV. A new wizard “Dynamics CRM Connection Setup”, will publish Item Availability Webservice as a part of the Assisted Setup that enables this scenario. https://blogs.msdn.microsoft.com/nav/2016/11/02/dynamics-nav-2017-enhancing-the-core-application-and-platform/

A REPEATABLE SETUP EXPERIENCE STREAMLINED USER SETUP Setup & Configuration You can use the assisted setup feature to guide you through setup scenarios, simplifying and streamlining the set up of selected areas. For example, you can: Launch the application with as little user interaction as possible. Use a predefined set of data to quickly set up main features. Use the new Assisted Company Setup wizard to enhance first-time experiences. A REPEATABLE SETUP EXPERIENCE STREAMLINED USER SETUP ASSISTED GUIDANCE AUTOMATED STEPS A REPEATABLE SETUP EXPERIENCE Use assisted setup and a predefined set of data to quickly implement repeatable solutions and follow fewer manual setup steps STREAMLINED USER SETUP Easily create users, with improved compatibility between Microsoft Dynamics NAV and Office 365. New users are automatically created with user groups & permission sets, integrated with Office 365 ASSISTED GUIDANCE Follow wizards to set up workflows for approvals, set the fiscal year, or set up US sales tax AUTOMATED STEPS Use deployment and PowerShell scripts to create a new company and add default setup data

Enhanced User Experience Touch Enhancements UI Simplification Productivity Dynamics NAV 2017 includes many enhancements of the Web client and the universal app, including the following: Support for media fields: It is now possible to add media fields to table objects. Media is stored in system tables in the database, and can be referenced from application records. For applications that are developed for the Dynamics NAV Web client and Dynamics NAV Universal App, you can then use media fields to do the following: Display media with records in list type pages, when the page is viewed in the Brick layout Display media on a card type page for a record Display media in a report Support for Swipe Gestures: The page action control includes the Gesture property that enables you to specify the gesture that runs the action on a device with a touch interface, such as the phone client. You can set up the action to run when the user swipes in from the left edge of the touch interface or from the right edge. You typically use the property on list type pages for executing an action on items in a repeater control. Phone Role Centers: With this release Role Centers displayed in the Phone client are much better designed for touch gestures. The menu has moved to the bottom of the screen, making it more accessible. In addition to this, you can now use both swipe and tap gestures to access different parts on the Role Center. Notifications in the UI Dynamics NAV 2017 introduces a programmatic way to send non-intrusive notifications to the UI in the Dynamics NAV Web client. Notifications provide users with information about a current situation, but do not require any immediate action or block users from continuing with their current task. Notifications are only intended for contextual notifications such as the available inventory getting too low, or the credit limit for a customer is exceeded. In the UI, notifications appear in the Notification bar (similar to validation errors) at the top of the page on which a user is currently working. The user can then choose to dismiss the notification, which clears it. Or if actions are defined on notification, the user can choose one of the actions. There can be multiple notifications. The notifications appear in chronological order from top to bottom. https://blogs.msdn.microsoft.com/nav/2016/11/02/dynamics-nav-2017-enhancing-the-core-application-and-platform/

Finance You can use Financial Reports to quickly view financial performance. The new default Account Schedules means that no set up is required, making it quick and intuitive to produce the financial reports that you need, including: Balance Sheet. Income Statement. Cash Flow Statement. Retained Earnings Statement. Account Categories and Sub-Categories - Now with Microsoft Dynamics NAV 2017, we can use pre-defined Categories to a G/L Account. At next level we can setup Account Sub Category as per our business need. We can select G/L Accounts that fall under particular subcategory and which is turn falls under a predefined category. Account Categories are supported by Financial reports. Automatic Update of account schedule when we update the account category mapping. New Financial Reports -  Four New Reports have been added (Business Manager Role Center) -  Balance Sheet. Income Statement. Cash Flow Statement. Retained Earnings Statement. Taken directly from: https://community.dynamics.com/nav/b/sauravdhyanimicrosoftdynamicsnav/archive/2016/11/03/microsoft-dynamics-nav-2017-what-39-s-new-in-finance

Job Module Enhancements SIMPLIFIED EXPERIENCE VISIBILITY INTO DETAILS EASIER NAVIGATION NEW REPORT You can enjoy a streamlined experience in Jobs, to help you manage your projects better. Use the new Jobs setup wizard to set up jobs, enter time sheets, and Job Journals more easily, and use the updated Project Manager role center to quickly access common tasks, new charts, and a new My Jobs list. SIMPLIFIED EXPERIENCE Easily manage job tasks on the streamlined Job Card, and see essential columns by default on the Planning lines VISIBILITY INTO DETAILS Quickly see the profitability of your job in the Project Manager role center and use fact boxes with cost and billing information on the job card EASIER NAVIGATION Quick access to creating a job, entering a job journal, and creating a job sales invoice NEW REPORT Email a new job quote report to your customers so they have a record of the estimate of the job

ENHANCED ORGANIZATION Item Attributes You can use item attributes to add custom data, such as color, country of manufacture, size, or product dimensions, to applicable items, supplementing built-in global item fields. ADD DATA Gain information by assigning attributes per item and providing values for the attributes ENHANCED ORGANIZATION Save time by filtering on attribute values when adding items to sales and purchase documents WEB STORE INTEGRATION Reuse item attributes in web store integrations, driving the data on items in the shop, and ensuring a single source and alignment with attributes CUSTOMER ATTRIBUTES Manage items by creating custom item attributes that capture data about your items and help you pick your items. Add translations to attribute names and list options to support different languages ADD DATA Gain information by assigning attributes per item and providing values for the attributes ENHANCED ORGANIZATION Save time by filtering on attribute values when adding items to sales and purchase documents, or organizing your items, limiting the list of items to choose from or take action on WEB STORE INTEGRATION Reuse item attributes in web store integrations, driving the data on items in the shop, and ensuring a single source and alignment with attributes in the Microsoft Dynamics NAV clients

Q&A

Customer Account Manager – Western Computer Thank You! Ryan Pollyniak Customer Account Manager – Western Computer Ryan.Pollyniak@WesternComputer.com 678-699-4444