What’s New in Dynamics 365 Business Central / Dynamics NAV 2018Tony Hemy and Rico Dammann

Agenda

• Introduction and Roadmap

• Selection of new features in Dynamics 365 Business Central / Dynamics NAV 2018• Setup and Extensions• User Tasks• Employee – ledger and payments• Dimension Filter Builder• Create Purchase Docs from Sales Docs• Item Charge Assignment• Post Selected Documents• New Web Client Design in Dynamics 365 Business Central• Preconfigured Excel reports • Edit in Excel• Further new Features

• Questions & Answers

Introduction and Roadmap

Roadmap

DifferencesDescription D365 Business Central (Cloud) Dynamics NAV (on Premise)

Licensing SAAS Subscription, Perpetual

Installation Cloud Application On-Prem, Hosted, IAAS

Development Apps or Private Extensions Apps, Private Extensions, Classic Development

Clients Web Client, Universal App RTC, Web Client, Universal App

Backend

AdministrationNone NST, Windows Servers, SQL

Updates Automatic Manual

Selection of New Features in Dynamics 365 Business Central / Dynamics NAV 2018

Setup and Extension

• Available in Business Manager and Accountant Role Centers

• Assisted Setup (Wizard)• i.e. Migrate Business Data,

• Manual Setup (one location for all Setup Data)• i.e. Company Setup, No Series

• Service Connections• setup and status for services

• Extensions• status of available extensions

User Tasks

• Tile “Pending User Tasks” is available in Role Center for Business Manager, Bookkeeper, and Accountant Role Centers

• Task• Assign to NAV Users

• Due Date, Recurring

• Connect to NAV Object (Page or Report)

• Report for bulk deleting

Employee – ledger and payments

• New Feature:• Employee –Employee Posting Group

• General Journal – Posting directly to Employee (Account Type)

• Payment Journal – Suggest Employee Payment

• Advantages:• Employees no longer need to be a Vendor.

• Security of Data

Dimension Filter Builder

• Before: Filter to Dimension in Entries for Global Dim 1 & 2

• Now: Filter to any Dimension (combination)

Create Purch Docs from Sales Order

• Directly create Purchase Order/Invoice from a Sales Order

Item Charge Assignment

• Item Charges can also be assigned by Weight or by Volume

Post Selected Documents

• A selection of Documents can be bulk posted

New Web Client Design in Dynamics 365 Business Central

Preconfigured Excel reports

• Available in Business Manager and Accountant Role Centers

Edit in Excel

• Export from NAV to Excel >> Edit in Excel >> Publish to NAV

Further new Features

• Web Client Improvements• User Personalisation - Pick and Drop Columns

• Cancel or correct job related posted invoices• no more separate manual negative line for creation of credit note

• Enhancements for North America Electronic Funds Transfer (EFT) functionality• EFT File definitions can be setup

• Updated integration with Dynamics 365 for Sales • New assisted setup functionality

• Integration of PowerBI Reporting → 1:45 - 2:45 Breakout• Content sensitive PowerBI Fact boxes in NAV

• Inventory and Cashflow Forecasting → 1:45 - 2:45 Breakout• Let Cortana analyze your data to plan ahead

• Improved Word Layout Reporting for Dynamics NAV → 3:00 - 4:00 Breakout• Define Word Layouts as templates for printed documents

Questions?

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