Microsoft

Dynamics

Gold Partner Microsoft Dynamics

What’s New for NAV 2018?

What’s New in NAV 2018?

Dynamics NAV continues to be enhanced

- creating powerful new opportunities to

support all of your business ambitions.

NAV has been re-engineered to take full advantage of the Microsoft 365 products,

by connecting them with each other, such as Dynamics 365 applications, PowerApps,

Flow, Office 365, Power BI and third-party applications.

The look and feel of NAV 2018 is now very similar to Microsoft Dynamics 365. Right

from the start, simplicity and choice continue to guide, innovations in product design,

development, implementation and usability.

In 2018, Microsoft Dynamics NAV will evolve into

Microsoft Dynamics 365 Business Central, an ERP

solution available on-premise and in the cloud, with

all the core capabilities and more…

What’s New for

Application Users The new ‘setup and extensions’ button provides a single place for settings

and has been added to Business Manager and Accountant role centres.

From the drop-down list of actions, you can now open either setup pages

for service connections or extensions. Wizards easily guide you through

either setup process.

Third-party extension providers can now easily add their actions to the

list. There is a far greater choice of service extensions than before (World

Pay, Microsoft Merchant Services, Image Analyser services) .

Assisted Setup now provides support to setup the reporting services.

The setup reporting feature enables you to define how you would like to

report (table or page) and decide which fields you want to include. Users

are able to quickly publish an Odata feed - the feed can also be picked

up in Excel using ‘Get Data’ on the data tab.

User TasksThe new User Tasks feature enables you to create tasks and reminders

for work to be completed. You can add a task for someone, set a time

for it to be completed and review if it is completed or not.

This is a good way for managers to remind staff of exceptions, such as

processing a payment run early. And, this feature could even be linked

to a specific page or a report, if relevant.

Tasks assigned to a user show on their role centre as a pending task.

Direct Debit Mandates

a standard featureOn the customer card, we can now configure Direct Debit Mandates, including: when it

was signed, one off or a number of collections, how many remaining collections etc.

Employee ledger entriesIn general journal lines, there is a new account type and new balancing account type,

employee.

Image Analyser The Image Analyser extension uses powerful image analytics provided by the Computer

Vision API for Microsoft Cognitive Services to detect attributes in the images that you

add to items and contact persons, so you can easily review and assign them.

▪ Contact persons can recognise a person's gender or age

▪ Items identify can recognise attributes like type and colour

Power BI reporting Dynamics NAV provides Business Intelligence, in the place and time you

need it. Not only are you able to view the Power BI reports you select, but

you can also interact and filter the reports.

Integration Dynamics 365

for Sales Connect to your Dynamics 365 for Sales solution in a few easy steps.

synchronise your data across the two apps, including: sales orders, item

availability, units of measure and currencies.

Dynamics CRM has been rebranded and simplified to work better

out-of-the -box.

Submission of EC Sales List

with more than 9999 lines You can now submit the EC Sales List report with more than 9999 lines.

When you submit such large EC Sales List reports, NAV will generate

messages and send them to the government gateway.

Posting directly to general

ledger accounts from

documents If you need to add an additional fee or service of some sort, you can now

add it on the fly in the document and post the revenue to the correct

general ledger account.

Address validation [UK] The GetAddress.io UK Postcodes extension uses the getAddress API to find

addresses in postcodes, in the UK.

Synchronise vendors with

Lexmark ICS for better

OCR results You can now take advantage of vendor synchronisation when using

Lexmark ICS. When enabled, any changes to a vendor or vendor bank

account will trigger a synchronisation of those changes.

Preconfigured Excel reportsThe Business Manager and Accountant role centres have a new option in the

ribbon for Excel templates.

Cancel or correct job

related posted invoices

Now you just choose the Cancel or Correct actions on the posted invoice and

a credit memo will be created. The job planning lines will be created

automatically in the background.

Posting setup and missing

posting notifications

You can now see a visual indication of mandatory G/L accounts that must be

set to cover most of your scenarios related to specific posting setup. Better

control of deleting posting setup has been added.

Retrieve data from VAT

Registration Number [UK] You can validate the VAT registration number of new customers, vendors,

and contacts against the EC VAT VIES web service.

Migration from

QuickBooks

You can now import payroll transaction files in the QuickBooks IIF format

by installing the QuickBooks Payroll File Import extension. The extension

also contains a sample payroll file that you can use to try out the

functionality, for example, in a demo company.

Bulk invoicing from

Bookings

For companies using the Bookings app in Office 365, we have added the

ability to do bulk invoicing for bookings.

NAV 2017 EnhancementsThe Microsoft Dynamics NAV, business software solutions, has been continually enhanced, is

quick-to-implement and remains easy-to-use. Here’s a reminder of the NAV 2017 updates.

• Items: Attributes and Categorisation

• Cancel Sales Credit Memos

• Package tracking no & shipping agents on invoices

• Smart Notifications

• New Role Centres

• Cashflow

• Outlook Add-IN

• Embedded PowerBI

• Email Cover-Letter Templates

• Account Categories

• New Account Schedules

• Simplified Jobs Functionality

• OCR

• Item Forecast

• In Office 365 experience

• Faster setup and configuration

• Optimised mobile CRM experience

• Enhanced user experience

• Works natively with Dynamics CRM

• Finance enhancements

• E-everything

• Cortana Intelligence

• Extensions

Integration and simplicityDynamics NAV offers enhancements to the core application, as well as

deeper integration with Office 365 and Power BI.

In Office 365 Experience Stay connected with all the parts of your business. Dynamics NAV works

seamlessly with Office 365, which means you can easily manage business

interactions with your customers and vendors directly within Outlook.

Navigate effortlessly between your Dynamics NAV data and your office

tools for example, Outlook, Microsoft Bookings or Excel. The improved

compatibility enables you to easily create customers, vendors, quotes, and

invoices, all without leaving Outlook.

There is also improved Word integration, to help you lay out your

documents professionally.

Integrate Dynamics CRM Use a new wizard to guide you through the setup process, which enables

seamless coupling of Dynamics CRM records with Dynamics NAV records.

Be confident that your data is synchronised and up-to-date. You can keep

prices and items updated in Dynamics CRM, using the mapping and

synchronisation for currencies, units of measure, items and resources -

creating a Dynamics NAV pricelist within CRM.

Enhanced user experienceYou can accomplish even more in your browser-based interface. For example, switch

views to see and identify your list of records, including seeing picture thumbnails in

different sizes, and use wizards to learn new concepts or simplify data entry.

In the Web Client, you can also use popular shortcuts; for example, press Escape to

instantly exit a page, or F5 to refresh the latest data in your browser, without fully

reloading the page.

Use advanced functionality by following intelligent, in application notifications, which

guide you through relevant processes according to the context you are working in. These

new types of notifications help even untrained users carry out advanced tasks, while the

unobtrusive design does not prevent you from carrying on with your work.

Optimised mobile CRMYou can taking advantage of enhancements to the Sales and Relationship Management

role centre. A simplified CRM includes contact management, interactions, and sales

opportunities. You can also use improved interactions logging from your phone, logging

email messages using Office 365.

Finance enhancements 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. Point in-time reporting means

you can view the financial state of your business for any given time. Reporting is also

made easier with the new Account Categories that provide structure to your chart of

accounts.

Payment reconciliation is now much more efficient because you can complete your

payment and bank reconciliations in one step, matching all transactions at once, then

posting and updating the bank reconciliation at the same time.

.

Cortana IntelligenceCortana Intelligence takes advantage of historical data and improves your insights into

your predicted sales, helping you manage your stock and respond to your customers.

Based on the forecast, the Sales and Inventory extension helps create replenishment

requests for vendors, saving you time. You can be confident that you are working with the

best predictions, because the system uses with the best predictions, because the system

uses different machine learning algorithms and compares the results, returning the

predictions with the highest level of quality.

Managing your items Organise and classify your products the way you want, performing advanced searches on

your catalogue in just a few clicks and displaying only the information you need. You can

create custom item attributes and assign an item attribute value, according to your

business needs, helping you manage items or create sales documents.

When you add your attributes and values to an item, you can see them all in a fact box, on

both the card and the list. And you can filter your items based on attribute values, making

it more efficient to add items to sales and purchase documents and limiting the list of items

to choose from or take action on.

Embedded Power BI Continuing the powerful integration, you can now use embedded Power BI to easily create

insightful charts and reports, and then make them available within your Dynamics NAV role

centre.

Extensions Modify your Dynamics NAV system without directly altering the source resources, making it

easier to deploy, manage and upgrade customisations or extensions. Navigate through an

install with only a few clicks and easily view extension information, such as name, description,

version, publisher, and links.

You can also install or uninstall extensions easily using the Extension Management page and

quickly choose the extensions you want using the easily recognisable logos.

eEverythingMake it easier for your customers to pay your invoices online by including hyperlinks to

payment services, such as PayPal. Even provide PayPal Standards payment links in invoices,

supporting multiple ways of accepting payments, including credit cards and PayPal accounts.

You can continue to make use of optical character recognition (OCR), to help you track the

items that you get in.

Dynamics NAV now enables you to extract the lines of an invoice and you can visually verify the

information, training the OCR system online, using the Lexmark invoice capture service.

Quality Matters

Quality is important to Azzure IT

because we value our customers.

We strive to provide our customers with products and

services which meet and even exceed their

expectations.

We are committed to continuous improvement and

have established a Quality Management System which

provides a framework for measuring and improving

our performance.

We’re one of the first partners (if not the first), in our

field, to achieve ISO 9001:2015 certification - the

international standard that specifies requirements for a

Quality Management System (QMS).

Sheffield. Reading. Newcastle.

Sheffield HQ

10 Europa View

Sheffield Business Park

Sheffield

South Yorkshire

S9 1XH UK

t. +44 (0)345 467 9950

e. sales@azzure-it.com

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