ALTUS ALLIANCE 2016Technology Premiere:Announcing NAV 2016
Introductions
• James Faw• VP Product Innovation,
Founding Partner• Dynamics NAV Product
Specialties
• Teodora Buhteva• Product Manager• Dynamics NAV
Product Specialties
• Alex Abelev• Solution
Architect/Senior Developer (NAV)• Dynamics NAV Solution
Developer
Session Agenda1. About this session2. Introductions3. What’s New in NAV 20164. Questions
2016
Announcing…
Technical Enhancements• Works Natively with Azure SQL• NAV 2016 can be configured to use Azure SQL, Database-as-a-
service eliminating maintenance and reducing costs• Azure SQL can offer 99.99% availability with built-in
redundancy, backup and security.• Extensions• New way to customize the application without modifying the
C/AL Code
Users can work in the product they prefer, enabling a more effective lead-to-cash process and facilitating informed decision-making, without switching products
Shared information and functionality between the applications provideseasy access to relevant data from within either product, without duplicating the business logic
The integration is simple to install, set up, and enable – and it works with a default setup in Microsoft Dynamics NAV
Works natively with CRM• Benefits
Key featuresView Dynamics CRM data within Dynamics NAV• View CRM opportunities, quotes, and cases from within Microsoft Dynamics NAVView Dynamics NAV customer statistics data in Dynamics CRM• View the latest information from Microsoft Dynamics NAV on the Microsoft
Dynamics CRM account regarding outstanding orders, invoices, and balancesNavigate easily between the two systems• All coupled entities have easy navigation between Microsoft Dynamics NAV and
Microsoft Dynamics CRM
Universal App on all devices• Role Tailored experience for: • Smartphone, tablet, notebook, 2-in-1, and desktop computer• Touch, keyboard and mouse interface
Web Client Enhancements• Over 60 enhancements to the web client including:• Cross-column search• Collapsible Fast Tabs• Freeze pane• Search-as-you-type• Language selections• Change Company• Others
Finance Enhancements• Posting Preview• Deferrals• Word Form and Email Enhancements• North America • Positive Pay• Report Enhancements• Document Totals
Let’s have a look:• Deferrals• Preview Posting
Document Management• OCR Document Capture (Lexmark Invoice Capture
Service)• Capture, Store and Find Incoming Documents• Extract data using the OCR data services• Create Purchase Invoices or Journal line drafts automatically• Can be integrated with Workflow for approval and posting
Using OCR service to capture invoices• Send and receive• The Job Queue automatically sends any
released incoming documents and receives captured documents on a recurring frequency. • You can also manually send and receive
incoming documents to/from the OCR service directly.
• Email• Alternatively send invoices directly by
email to the cloud OCR service. After invoice capture it will be downloaded to Dynamics NAV on receipt and an incoming document automatically created
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.
Let’s have a look:• OCR Data Capture Service
Out-of-the-box workflow templates, with situation-specific parameters, are ready in just a few clicks, facilitating sales & purchase approvals and incoming document handling
Redesigned approvals functionality offers more capabilities and is incorporated in the workflow system to allow for easy extension
The workflow designer contains intuitive layout and terminology, such as “When Event” and “Then Response”, making it easy to model company processes
Workflows• Benefits
Email notifications and approvals by phone app mean that workflow users can be anyone in the organization and don’t require access to a PC to complete simple steps
A workflow is a movement of steps or tasks through a work process
Workflows help connect business processes to best practices or industry-standard practices
For example, ensuring a customer’s credit limit has been verified
For example, requiring a two-person approval of a significant vendor payment
In Microsoft Dynamics NAV 2016, a workflow is likely to contain steps related to approval, notification, or business-process automation
What?
Workflows
Let’s have a look:• Workflows
E-Everything• Integration services that support getting currency
exchange rates automatically from an exchange rate service
Questions & Answers
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