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What’s New in Microsoft Dynamics NAV 2017

John StuckyTrinSoft, LLC

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What’s New in Dynamics NAV 2017

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In Office 365 Experience

Start with what you need and grow

at your own pace

Familiar tools in the context of your business

processes

Built-in intelligence to proactively guide to optimal outcomes

Grow, evolve and transform with modern, extensible platform

Stay connected with all parts of your business. Dynamics NAV is directly linked to Office 365, which means you can easily review, analyze and share data with relevant colleagues in your organization. You can navigate effortlessly between your Dynamics NAV data and your Office tools – for example Outlook, Bookings, or Excel.

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In Office 365 Experience• You can use the Outlook add-in to manage

business interactions directly in Outlook. You can quickly access financial information, and create and send documents without leaving Outlook.

• You can automatically synchronize customer and service item records with Bookings in Office 365, viewing financial information about a customer, and creating and sending invoices directly from a Bookings appointment.

• You can also create a data connection from Excel directly to your Dynamics NAV data, and be able to view, edit, and update the data.

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Save TimeAvoid switching between applications. Create and send documents to your business contacts directly from Outlook and Bookings. Access all your financial data with all the charting and data analytics functionality of Excel.

Stay InformedQuickly access all your financial data or information about your contacts and customers directly from Bookings, Excel, or Outlook. You can modify your data directly in Excel, and push changes back into the Dynamics NAV database.

Increase AccuracyRemove manual steps by automatically synchronizing customers and service items with Bookings. Ensure the integrity of your data with validations on import from Excel.

User Benefits

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Your Business Inbox is Ready

Start and grow easily

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Invoice from a Bookings Appointment

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Create a Data ConnectionChanges to the data, including adding and deleting records, can be published to the Dynamics NAV database

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What’s New – Impacts on Licensing• To use the Outlook add-in, you must have an email account

managed either in Exchange or in Office 365 with Exchange Online.

• To use the integration with Bookings, you must have an Office 365 license that includes Bookings.

• You can find more information on Office 365 products at https://products.office.com.

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Embedded Power BI• You can use embedded Power BI

to easily create insightful charts and reports using Power BI and make them available within your Dynamics NAV 2017 role center.

• Leverage the Dynamics NAV 2017 Power BI Content Pack to get started and utilize existing Power BI security to manage reports.

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Embedded Power BI

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Embedded Power BI

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SecureManage 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 Dynamics NAV 2017. Only users that have access to the finished reports may view them.

Get Started QuicklyGet started quickly by using the 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 & Where You Need ItAny report that is created in Power BI may be made visible on the Dynamics NAV 2017 role centers. This enables users to get the information they need to perform their job right from within their role center.

User Benefits

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Simplified SetupYou 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.

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A Repeatable Setup ExperienceUse assisted setup and a predefined set of data to quickly implement repeatable solutions and follow fewer manual setup steps.

Streamlined User SetupEasily create users, with improved compatibility between Dynamics NAV and Office 365. New users are automatically created with user groups & permission sets, integrated with Office 365.

Assisted GuidanceFollow wizards to set up workflows for approvals, set the fiscal year, or set up US sales tax.

Automate StepsUse deployment and PowerShell scripts to create a new company and add default setup data.

User Benefits

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Company Setup WizardThe Company Setup Wizard is initiated when the company is opened for the first time.

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Add Information to Send External Documents

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Include Bank Information Available to Customers

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Start the Fiscal Year

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Information is Stored and the Setup Initiated

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Monitor Your ProgressThe Role Center monitors your progress and enables you to focus on specific areas.

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Enhanced Setup NavigationNavigate to the relevant setup areas from the Business Manager Role Center.

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Default Setup Data IncludesChart of accounts

Posting setup

VAT and TAX setup

Default journal templates

Dimension

Customer/vendor/item templates

No. Series

Setup tables

Data exchange definitions

Local functionality

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Switching to the Web Client• You can take advantage of

improvements to the Web Client, a first-class interface for desktop users.

• The Web Client suits the needs of most users across an organization, whether they are using a PC or Mac. Continuing the significant improvements from 2016 to simplicity, productivity, and performance, Dynamics NAV 2017 simplifies the experience even further, in particular for novice users.

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Improved UsabilityUse wizards to learn new concepts or simplify data entry. Take immediate action on contextual notifications. Use redesigned tooltips to remind yourself about fields and actions, while you work.

All-New ExperiencesSwitch views to see and identify your list of records, including picture thumbnails in different sizes.

Windows Clients FavoritesUse popular shortcuts - press Escape to instantly exit a page, or use F5 to refresh the latest data in your browser, without fully reloading the page.

Increased SimplicityWork without distractions as the View and Edit actions are collapsed into one, and the Previous and Next Record actions are hidden. The ribbon always starts out expanded if the page has a Home tab.

User Benefits

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What’s New – System RequirementsSupported browsers for the Dynamics NAV 2017 Web Client are:• Microsoft Edge• Internet Explorer• Google Chrome for Windows• Mozilla Firefox for Windows• Safari on OSX

Note that Dynamics NAV 2017 no longer supports the Web Client running on Safari for iOS. Earlier releases of Dynamics NAV allowed a touch-enabled flavor of the Web Client to run on iPads: this has now been replaced by the Tablet client via the Dynamics NAV Universal App for iPad and iPhone.

Note also that the minimum supported version of each browser has been updated to reflect the state and technology of browsers at the time of release. For the list of specific versions, consult the System Requirements at: https://go.microsoft.com/fwlink?linkid=252236

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Finance• Work with ready-to-use financial

statements and gain accessible insights into the financial performance of your business.

• The new default Account Schedules means that no setup is required, making it quick and intuitive to produce the financial reports you need, and 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.

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Reconciling Bank Payments• You can reconcile your bank payments in the Payment

Reconciliation Journal, completing payments and reconciliation in one place and in one step. Now you can match customer payments, vendor payments, and bank transactions all in the Payment Reconciliation journal. You can also filter the statement information to view only the transactions that need attention, hiding those that do not.

• You can see a summary of outstanding bank information and drill-down to see the detail in payment reconciliation. To verify before posting the reconciliation, you can print the outstanding bank information on a test report.

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Efficient Payment ReconciliationDisplay only unmatched transactions and match transactions against customer, vendor, and bank accounts. Easily adjust for unmatched transactions using a straightforward entry. View open transactions to verify your bank account.

Avoid Double WorkUse a single-step process to match all transactions at once, then post and update the bank reconciliation at the same time.

Avoid ErrorsSet security permissions for one person to import statements in the enhanced, secure end-to-end process.

User Benefits

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Payment ReconciliationPayment reconciliation matches customer, vendor, and bank transactions. To more easily view incomplete work, you can choose to display unapplied lines.

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Account Categories• You can use account categories to map your

chart of accounts to a set of predefined categories. Easy to use and easy to understand, account categories support financial reports. Use the default set of account categories, and create categories to fit your business needs.

• You can automatically update account schedules when you update your account category mapping.

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Get Started QuicklyWork with your financial reports immediately, with no set up required, using

the default chart of accounts that is mapped to the categories.

Easy to UnderstandQuickly recognize the categories that use terms such as assets, liabilities, and expenses. Account subcategories, such as cash, payroll liabilities, and advertising expenses, provide additional detail for your chart of accounts.

Easy to PersonalizeModify the default set of categories, or create your own to meet your business needs.

Ready to Use ReportsEasily relate to your financial reports because account categories are used in the architecture of the balance sheet, income statement, cash flow statement, and retained earnings statement.

User Benefits

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Financial ReportsYou 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

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Intuitive Experience for Small BusinessesGet started straight away - all the financial reports are immediately available,

and you do not need to create or buy anything extra

Point-in-Time ReportingView the financial state of your business for any given time.

Easy CollaborationEasily share your reports via email or OneDrive. Reports are rendered directly to the screen and can easily be printed.

Find Reports QuicklyAccess the reports you need quickly and easily from the Role Center or using Search functionality.

User Benefits

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Simplified Jobs• 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.

• On the Job Card, you can see tasks, use the new Project Manager field, and get better visibility into the costs and billings for your jobs.

• A new Job Quote report enables you to quickly email a customer the price for a project.

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Simplified ExperienceEasily manage job tasks on the streamlined Job Card, and see essential columns by default on the Planning lines.

Visibility into DetailsQuickly 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 NavigationQuick access to creating a job, entering a job journal, and creating a job sales invoice.

New ReportEmail a new job quote report to your customers so they have a record of the estimate of the job.

User Benefits

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Updated Project Manager Role Center

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Simplified CRM• You can work more effectively

with Customer Relationship Management from your phone, taking advantage of enhancements to the Sales and Relationship Management Role Center.

• A simplified CRM includes contact management, interactions, and sales opportunities. You can also use improved interactions logging from your phone and logging email messages using Office 365.

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Improved Phone ExperienceWork successfully on your mobile, following up sales opportunities and interactions, and using straightforward processes.

Simplified User InterfaceGain a clear overview working with contacts, opportunities, and interactions, and a dedicated Role Center.

Web Client CapabilityManage your customer relationships effectively with more scenarios supported on the Web Client.

User Benefits

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Sales & Relationship ManagerRole Center

• Designed for phone usage

• Gives you access to basic CRM functionality*

*Currently this Role Center does not support Campaigns & To-Dos.

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Setup Email Logging Wizard

New Setup Wizard requires Admin rights to Office 365.

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Item Categories• You can use item categories to

group items into a hierarchical structure and you can define your own custom categories, assigning attributes to each category.

• When you add items to a category, the items inherit the attributes of the category, ensuring a common set of attributes on items in the same category, and saving you time. If required, you can still assign item specific attributes to particular items.

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Custom CategoriesCreate custom item categories and add translations to categories to support different languages.

Ensure ConsistencyAssign attributes to all items in a category, saving time and ensuring consistency across related items. Attributes from parent categories are also inherited.

Enhanced BrowsingEasily navigate through the category structure when adding items to sales and purchase documents, or organizing your items. In a given category structure, you can filter on attribute values.

Web Store IntegrationReuse item categories in web store integrations, driving the data on items in the shop, and ensuring a single source and alignment with attributes in the Dynamics NAV clients.

User Benefits

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Payment Services &PayPal Standards Payment Link• You can insert hyperlinks to online

payment services into your invoices, providing your customers with a more efficient way to pay an invoice online.

• You can also install the PayPal integration extension. This creates links in invoices to PayPal Standards online payment. PayPal offers a trustworthy global payment service with multiple ways of accepting payments, including credit card processing and PayPal accounts.

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Help Your Customers to Pay YouInsert links to common payment services in invoices, making it easier for your customers to pay

Use PayPal StandardsProvide PayPal Standards payment links in invoices, supporting multiple ways of accepting payments, including credit cards, and PayPal accounts.

Flexible Per Invoice SettingsSpecify payment services per invoice, or use default settings for all invoices. You can even add a payment service link after an invoice has been posted.

Supports Custom LayoutsDecide where you want the payment service links to appear in your invoice layout. Out-of-the-box built-in RDCL and Word invoice layouts include payment service links.

User Benefits

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Set up a Payment Service – PayPal Example

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Add a PayPal Link on an Invoice

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Example of an Invoice with PayPal Payment Link

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Example of PayPal OnlinePayment for Invoice

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Cortana Intelligence• The built-in Cortana Intelligence

leverages historical data and helps you manage your stock and respond to your customers. Based on the forecast, the Sales and Inventory extension helps create replenishment requests for vendors and saves you time.

• Furthermore, Customers can find business-critical information hidden in their database using the Time Series Library generic API, which enables Dynamics NAV developers to create their own functionality and bring machine learning to their solutions.

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Predict Potential SalesManage your business effectively using the potential sales predictions from

historical data.

Overview of Expected Stock-OutsGain a clear overview of expected stock-outs, based on current inventory and predicted sales.

Best ChoiceGet the best predictions, because the system uses different machine learning algorithms and compares the results, returning the predictions with the highest quality.

TransparencyView the accuracy of each prediction and specify the quality you want, excluding the predictions that do not meet your specifications.

User Benefits

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Forecasting Sales

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Forecasting Inventory

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ConnectorYou can use the Dynamics NAV 2017 Connector to easily connect with your data that is in other applications, such as Power BI, Microsoft Excel, Microsoft Flow, and PowerApps. You simply sign in to the connector and then you can use the tool of your choice.

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Get Started EasilySimply open Excel, Power BI, PowerApps, or Flow, select the connector, log in

with your Dynamics NAV 2017 credentials and get started. There is nothing to install

or enable.

Use Your Favorite ApplicationChoose to work in Power BI, PowerApps, Excel or Flow, taking advantage of the functionality of these powerful applications using your own data.

Read/Write DataUse the connector to read data from your database or to write data back to your database.

SecureRest assured that your data is always secure because the connector leverages the existing permissions to your Dynamics NAV 2017 data.

User Benefits

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Extensions• Modify your Dynamics NAV system

without directly altering the source resources, making it easier to deploy, manage and upgrade customizations 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 recognizable logos.

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Thank You

Thank you for attending today’s webinar.

Please contact me if you have any questions, or if you would like a copy of the slides from today’s presentation.

John Stucky 859.252.6225 x1013jstucky@trinsoft.com