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

2. What’s New – NAV 2013

3. What’s New – NAV 2015

4. What’s New – NAV 2016

5. What’s New – NAV 2017

6. Bringing two worlds together
Demonstration
In Office 365 Experience Outlook Add-in Excel Add-in Embedded PowerBI
Outlook add-in
Open Outlook – see from with Quote in -
Look at 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

7. 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, 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

8. 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 -
Common Data Service

9. 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

10. Question Time

11. The Power of Power BI
Stuart Allen

12. Power BI with NAV and CRM

13. Power BI with NAV and CRM
Demonstration

14. Question Time