Derek Lamb looks at the Dynamics NAV 2017 release, along with Microsoft’s development plans for the product.

2. • Dynamics NAV is available on premises and in the cloud.
• Web and Mobile clients will be the focus moving forward.
• Office 365 integration is a key focus for Microsoft.
• NAV is the right solution for SMB & Mid Sized Businesses.
• Dynamics 365 Financials is a SAAS product for small customers.
Dynamics NAV 2017 Key Takeaways

3. Dynamics NAV Roadmap
2014 2015 2016 20172013
NAV 2013 R2
“in” Office 365
“On” Azure
Multi Tenancy
Cash Management
Dynamics NAV 2015
Tablet client
Office 365
Integration
Power BI
Document Reporting
Dynamics NAV 2016
Workflow
Document
Management & OCR
Streamlined UX
NAV + NextDynamics NAV 2017
Enhanced “in” office
Enhanced Core
Extensions
Embedded PowerBI
Dynamics 365 for
Financials (US)
Dynamics 365 for
Financials (NZ)?

4. NAV 2017
D365
Financials
Availability Worldwide US & CA
Customers SMB Small
Deployment Cloud/on prem Cloud
Functionality Full ERP Financials
Customisable Fully No
Addons ISV & Apps Apps only
Feature

6. IN OFFICE 365 EXPERIENCE
Improved office 365 experience,
contact synchronisations and
simplified outlook experience
EMBEDDED POWERBI
View PowerBI from within Dynamics
NAV
TWO WORLDS
TOGETHER

7. Enriched Office experience
You can use the Microsoft 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 Microsoft 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 Microsoft
Excel directly to your Microsoft Dynamics NAV data, and
be able to view, edit, and update the data.
Your business
inbox is ready

8. Enriched Office experience
You can use the Microsoft 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 Microsoft 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 Microsoft
Excel directly to your Microsoft Dynamics NAV data, and
be able to view, edit, and update the data.
View Documents
from within your
inbox

9. Enriched Office experience
You can use the Microsoft 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 Microsoft 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 Microsoft
Excel directly to your Microsoft Dynamics NAV data, and
be able to view, edit, and update the data.
Approve
Documents from
your inbox

10. Enriched Office experience
You can use the Microsoft 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 Microsoft 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 Microsoft
Excel directly to your Microsoft Dynamics NAV data, and
be able to view, edit, and update the data.
Be prepared for
meetings

11. Embedded PowerBI
You can use embedded Power BI to easily
create insightful charts and reports using Power
BI, and make them available within your
Microsoft Dynamics NAV 2017 role center.
Leverage the Microsoft Dynamics NAV 2017
Power BI Content Pack to get started, and
utilize existing Power BI security to manage
reports.

12. USER EXPERIENCE
Continuing the significant improvements from 2016
to simplicity, productivity, and performance,
Microsoft Dynamics NAV 2017 simplifies the
experience even further, in particular for novice
users.
APPLICATION IMPROVEMENTS
Finance, Jobs, CRM and Items improvements
ENHANCE THE
CORE

13. Finance improvements
Improvements include:
• Easily cancel and correct Invoices
• Account Categories
• Financial Reports
• Enhanced Bank Reconciliation

14. You can use the Microsoft 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 Microsoft 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 Microsoft
Excel directly to your Microsoft Dynamics NAV data, and
be able to view, edit, and update the data.
Correct or Cancel
posted Invoices

15. You can use the Microsoft 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 Microsoft 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 Microsoft
Excel directly to your Microsoft Dynamics NAV data, and
be able to view, edit, and update the data.
G/L Account
Categories

16. 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.

17. You can work more effectively with 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, logging
email messages using Office 365

18. Use Contact Synchronisation to integrate your
contacts from Microsoft Dynamics NAV 2017
with your People Hub in Office 365 or Microsoft
Outlook.
Keep your contacts synchronized between
Microsoft Dynamics NAV 2017 and Office 365
or Microsoft Outlook, and automatically run a
background synchronisation at scheduled
times.
Use filters to synchronise only the Microsoft
Dynamics NAV 2017 contacts that you want to
see in Office 365 or Microsoft Outlook.

19. E-EVERYTHING
The creation of the OData end points is limited to
only those in your organisation that have
permissions to run the tool. All other security is
managed through existing OData permissions
CORTANA INTELLIGENCE
Finance, Jobs, CRM and Items improvements
of the OData end points is
of the OData end points is
NEW
OPPORTUNITIES

20. You can use the Sales and Inventory Forecast
extension to get deep insights about potential
sales and a clear overview of expected stock-
outs.
• Predict Potential Sales
• Overview of Expected Stock outs
• Best Choice
• Transparency

21. Extensions will become the way in whcich any
project is customized and every add-on/vertical
solution is built
Appsource is where you will be able to
purchase extensions

22. BLANK PAGE HEADINGDYNAMICS NAV 2017 DEMO

23. • Dynamics NAV is available on premise and in the cloud.
• Web and Mobile clients will be the focus moving forward.
• Office 365 integration is a key focus for Microsoft.
• NAV is the right solution for SMB & Mid Sized Businesses.
• Dynamics 365 Financials is a SAAS product for small customers.
Dynamics NAV 2017 Key Takeaways