The document provides an overview of new features and enhancements in Microsoft Dynamics NAV 2016. Key points include: improved Dynamics NAV clients that are more integrated and adaptable across devices; enhanced CRM integration and Power BI reporting; new workflow and document management capabilities for approval processes and handling invoices; and new finance functionality like posting previews and revenue/expense deferrals. The roadmap focuses on continued investment in user experience, mobility, and analytics.
7. Replaces Tablet App
Microsoft Dynamics NAV 2016 Universal App
• Download for free from App stores
• Support use of camera & Location
• Adapts to your device screen size & input
method
• Develop for one, develop for all
8. Continues to be improved
Microsoft Dynamics NAV Web Client
• Runs on most popular browsers
• Most functionality available
• Some additional features available
14. Dynamics CRM integration - Benefits
Enables an optimal
and seamless
experience in the
lead to cash process
Richer information
for core users in
both applications.
Maintained
inside NAV
Makes
integration
simple to setup
Let users work
efficiently in the
product they prefer
15. Default integration mapping
NAV Entity CRM Entity Direction
Customer Account Bi Directional
Contact Contact Bi Directional
NAV Salesperson CRM User CRM - NAV
Items Products NAV - CRM
Resources Products NAV – CRM
Prices Price List NAV - CRM
Unit of Measure Price List NAV - CRM
Currency Currency NAV - CRM
16. Default integration mapping
• Table Filters
&Integration table
filters
• Ability to use master
data templates
• Can add custom
fields and tables
17. Account to customer integration
• Synchronization and linking provides a full picture of customer engagement
• Easy access between the two systems by utilizing the established link
18. CRM views available in NAV
• Access to more information when in the relevant context
• Microsoft Dynamics CRM opportunities, quotes, and cases can be viewed in
Microsoft Dynamics NAV
• Data only stored in Microsoft Dynamics CRM
19. Dynamics NAV account statistics & navigation
• CRM user is kept
informed of
changes in
Dynamics NAV
20. Status for Dynamics CRM Connection
• Dynamics CRM
Synch Job Status
monitors the
automatic
synchronization and
Job queues
• Service Connection
Status shows the
status of the
connections to
services that have
been setup.
22. What is Power BI for Dynamics NAV
Microsoft Power BI is a collection
of online services and features
that enables you to find and
visualize data, share discoveries,
and collaborate in intuitive new
ways
24. What is Power BI for Dynamics NAV
• Data Feeds from NAV
Odata feeds published as
web services.
• Standard in NAV 2016
but available in 2015
and 2013 R2
25. What is Power BI for Dynamics NAV
• NAV Content pack on
PowerBi.com Includes
sales and Finance
dashboards and
reports
26. What is Power BI for Dynamics NAV
• Dashboard, reports,
and dataset. The
dashboard gives users
KPIs and charts on
their sales and finance
data.
29. Workflows - Benefits
Workflow
processes are
consistent
Cycle time is
reduced
The notifications for
tasks are sent
immediately and can
be performed on any
client type, including
mobile devices.
Each workflow can
be checked
Users can check at
any time how far the
process has
progressed and
which stage the
process has reached
Workflows support
conditional
processes
Workflows can be
setup to behave
differently based on
any point of data in
your system
Automated
processes
Streamline processes
by automating your
best practices
30. Dynamics Day 2015
Building blocks of Workflow
Approval – a work task, item, or document
remain in a blocked or unapproved state until
approved by a suitable person in your
organization
Notification – notifications tell users that
something has happened and/or that they need to
take some kind of action
Process automation – involves executing a
process routine and making the Microsoft
Dynamics NAV system calculate something or
perform an action
31. Workflow Templates
• 20 Out of the box
workflows
• Ready to deploy
• Replace existing
approvals
32. Workflow approval types
Approval Chain– specifies that approval
request entries are created for all the
requester’s approvers
Direct Approver– specifies that an
approval request entry is only created for
the requester’s immediate approver,
regardless of the approver’s approval limit.
First Qualified Approver – specifies
that an approval request entry is only
created for the requester’s first qualified
approver
Workflow User Groups– Flexible
configuration including one of many or
many of many.
35. Capture and store invoices
Incoming documents
Add PDF or images as
incoming documents in
Dynamics NAV.
Device camera integration
• Microsoft Dynamics NAV
device apps now include the
ability to create an incoming
document directly by taking
a photo using the device
camera.
36. Create Documents in Dynamics NAV
Manual Creation
Users can manually create Dynamics NAV
documents from an incoming document.
Purchase invoices can be created using
Text-to-account mapping, resulting in a
single line with a total amount.
General journal lines can be used when
there is no desire to create the vendor in
Microsoft Dynamics NAV.
37. Automate Document handling Approval workflow
Use the new workflow features to set up
approval workflows.
Automatic processing
Add workflows to automatically process
any incoming electronic document, such
as:
• send and receive documents to/from
Lexmark ICS
• automatically create purchase
document
• post purchase document
Define account rules
Use text-to-account rules to select G/L
accounts used when creating documents
in Microsoft Dynamics NAV, for instance
based on the vendor name.
38. Find original and generated documents
Find created documents
Quickly navigate from an
incoming document to
generated purchase
documents or journal lines.
Find original document
Purchase documents and
journal lines offer a link to the
incoming document and
attachments, allowing easy
navigation to original
documents.
39. Data Extraction
Extracted data
The incoming document card page
shows the extracted data under the
Financial Information as well as in the
incoming document list page for easy
overview and sorting. Out of the box,
header data and totals are supported.
40. Data Extraction
Fixing capture issues
The OCR Data Correction page offers
the ability to correct wrong data or add
missing data from the capturing process.
You can send the correction back to the
OCR service for feedback.
Visual validation and correction is also
available on Readsoft Online, but
requires a Readsoft Online partner
subscription.
41. Creating documents using captured data
Document creation
If the incoming document type is
recognized as an invoice or credit memo,
a corresponding Dynamics NAV
document can be automatically created
based on the OCR captured data.
Create purchase invoice
Purchase invoices can be created for
existing vendors. Text-to-account
mapping rules can be used to control
this.
Create journal line
General journal lines can be used when
there is no desire to create the vendor in
Dynamics NAV.
42. Adding workflows
Approvals
Use the new workflow features to set up
approval workflows. You can use this ,
for example, before sending an incoming
document to OCR or before you post it.
Automatic processing
Add workflows to automatically process
incoming electronic documents, such as:
• Send and receive documents to/from
OCR automatically, using job queue
entries
• Create draft purchase document in
Dynamics NAV
• Post draft document
43. Text-to-account mappings
Default G/L accounts
Use text-to-account rules to select G/L
accounts used when creating documents
in Dynamics NAV.
Mapped accounts can be changed in the
generated document or general journal
lines before posting.
44. Lexmark Pricing
Number of invoices per month Cost/Month Cost/extra invoice
<=75 $0 $1.01
200 $107 $0.57
500 $227 $0.57
2100 $517 $0.57
5000 $1023 $0.57
47. Posting Preview
• Posting Preview
functionality allows
the user to, prior to
posting, view the
impact that posting
the document will
have against all
affected ledgers.
48. Deferrals
Deferral functionality
allows the user to
automate the process
of deferring revenues
and expenses over a
pre-defined schedule.
• This is available for:
• Sales and
Purchasing
Documents
• General Journals.
49. Deferrals
The amount is posted
to the deferral
account, and
recognized over the
defined schedule.