Dynamics NAV 2017 (with a little bit of Dynamics CRM as well) Stuart Allen

What’s New – NAV 2013

What’s New – NAV 2015

What’s New – NAV 2016

What’s New – NAV 2017

Bringing two worlds together Demonstration In Office 365 Experience Outlook Add-in Excel Add-in Embedded PowerBI Outlook add-in Open Outlook – see email from with Quote in - Look at email from new contact – Duncan?? Calendar functions but we’ll look at when we look at the job changes Excel Add-in Working go to customer list and edit in Excel WEB CLIENT! Show Assisted Setup – report data Just mention other wizards like Workflow setup etc. Embedded Power BI Show Power BI Dashboard Open Role Centre Show the selected report and drill into it Show CRM Report

Enhancing the core application and platform Demonstration Finance Items Jobs CRM User experience Setup and configuration 78Finance Account Categories in G/L Look at setup Look at Chart of Accounts Look at Account Schedules Look at running reports from Dan J role centre Cash Flow simplifications New options Talk about Cortana Intelligence Item Item Attributes Filtering by them Item Categories Customers/Vendors/Items New Templates when creating items (or customers or vendors) Jobs New Job Role Centre New Job wizard Push Planning Lines to Outlook Preview Job Quote CRM – Talk about updated wizards working in Web Client, email logger setup User experience Web Client Grid views Wizards Phone and Tablet Client Grid Views Touch and Hold Ribbon at bottom Notifications Setup and Configuration Already Talked about  

Creating new opportunities Demonstration E-Everything OCR PayPal Cortana Intelligence Cash flow Inventory Forecasting PowerApps & Microsoft Flow Extensions E-Everything OCR – Nearly Working PayPal – Talk about Talk about extensions Look at Extension Management Cortana Intelligence Cash flow – Talk about Inventory Forecasting – Not Working Yet PowerApps & Microsoft Flow Talk about look at - https://powerapps.microsoft.com/en-us/ Common Data Service

NAV and CRM seamless integration Demonstration Normal CRM demo Look at Account in NAV, look at Account in CRM Look at Item in NAV, Look at availability in CRM Create new lead in CRM, Convert to Opportunity Add Quote Win Quote, convert to Order Create NAV Order

Question Time

The Power of Power BI Stuart Allen

Power BI with NAV and CRM

Power BI with NAV and CRM Demonstration

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