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Dynamics Day 2015
Dynamics NAV Roadmap
Workflow
Document management
and OCR
E-services integration
Streamlined UX across all
clients
Continued Investment
Clients
Replaces Tablet App
Microsoft Dynamics NAV 2016 Universal App
• Download for free from App stores
• Support use of camera ...
Continues to be improved
Microsoft Dynamics NAV Web Client
• Runs on most popular browsers
• Most functionality available
...
Word Forms and email
Custom Report Layouts
Add or modify custom
report layouts for:
• Sales Quotes
• Sales Confirmations
• Sales Invoices
• Cus...
Customer Document Layouts Assign Word format and
email address by
document type for each
customer.
Document Sending Profiles Assign Word format and
email address by
document type for each
customer.
CRM Integration
Dynamics CRM integration - Benefits
Enables an optimal
and seamless
experience in the
lead to cash process
Richer informat...
Default integration mapping
NAV Entity CRM Entity Direction
Customer Account Bi Directional
Contact Contact Bi Directional...
Default integration mapping
• Table Filters
&Integration table
filters
• Ability to use master
data templates
• Can add cu...
Account to customer integration
• Synchronization and linking provides a full picture of customer engagement
• Easy access...
CRM views available in NAV
• Access to more information when in the relevant context
• Microsoft Dynamics CRM opportunitie...
Dynamics NAV account statistics & navigation
• CRM user is kept
informed of
changes in
Dynamics NAV
Status for Dynamics CRM Connection
• Dynamics CRM
Synch Job Status
monitors the
automatic
synchronization and
Job queues
•...
Power BI
What is Power BI for Dynamics NAV
Microsoft Power BI is a collection
of online services and features
that enables you to f...
What does Power BI with Dynamics NAV provide?
What is Power BI for Dynamics NAV
• Data Feeds from NAV
Odata feeds published as
web services.
• Standard in NAV 2016
but ...
What is Power BI for Dynamics NAV
• NAV Content pack on
PowerBi.com Includes
sales and Finance
dashboards and
reports
What is Power BI for Dynamics NAV
• Dashboard, reports,
and dataset. The
dashboard gives users
KPIs and charts on
their sa...
How to get going with Power BI
Workflow
Workflows - Benefits
Workflow
processes are
consistent
Cycle time is
reduced
The notifications for
tasks are sent
immediat...
Dynamics Day 2015
Building blocks of Workflow
Approval – a work task, item, or document
remain in a blocked or unapproved ...
Workflow Templates
• 20 Out of the box
workflows
• Ready to deploy
• Replace existing
approvals
Workflow approval types
Approval Chain– specifies that approval
request entries are created for all the
requester’s approv...
Document Management
Document Management - Benefits
Capture and store invoices
Incoming documents
Add PDF or images as
incoming documents in
Dynamics NAV.
Device camera integ...
Create Documents in Dynamics NAV
Manual Creation
Users can manually create Dynamics NAV
documents from an incoming documen...
Automate Document handling Approval workflow
Use the new workflow features to set up
approval workflows.
Automatic process...
Find original and generated documents
Find created documents
Quickly navigate from an
incoming document to
generated purch...
Data Extraction
Extracted data
The incoming document card page
shows the extracted data under the
Financial Information as...
Data Extraction
Fixing capture issues
The OCR Data Correction page offers
the ability to correct wrong data or add
missing...
Creating documents using captured data
Document creation
If the incoming document type is
recognized as an invoice or cred...
Adding workflows
Approvals
Use the new workflow features to set up
approval workflows. You can use this ,
for example, bef...
Text-to-account mappings
Default G/L accounts
Use text-to-account rules to select G/L
accounts used when creating document...
Lexmark Pricing
Number of invoices per month Cost/Month Cost/extra invoice
<=75 $0 $1.01
200 $107 $0.57
500 $227 $0.57
210...
OCR Comparison
Solution
Native
NAV
Line Level
Capture
Purchase
Order
matching
Visual
Mapping
Workflow Pricing
Document
Sto...
New Finance functionality
Posting Preview
• Posting Preview
functionality allows
the user to, prior to
posting, view the
impact that posting
the doc...
Deferrals
Deferral functionality
allows the user to
automate the process
of deferring revenues
and expenses over a
pre-def...
Deferrals
The amount is posted
to the deferral
account, and
recognized over the
defined schedule.
Deferrals
View reports showing
deferral balances by
vendor, customer, and
account.
Deferrals available on…….
Dynamics Day 2015: Dynamics NAV Roadmap
Dynamics Day 2015: Dynamics NAV Roadmap
Dynamics Day 2015: Dynamics NAV Roadmap
Dynamics Day 2015: Dynamics NAV Roadmap
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Dynamics Day 2015: Dynamics NAV Roadmap

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Showcasing the new Tablet Client, we look at the Dynamics NAV 2015 release as well as Microsoft’s development plans for the product. The session also includes real-world insight into how business solutions are moving to the cloud and comprise a seamless coupling of Dynamics NAV, Dynamics CRM and Office 365.

Published in: Technology
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Dynamics Day 2015: Dynamics NAV Roadmap

  1. 1. Dynamics Day 2015 Dynamics NAV Roadmap
  2. 2. Workflow Document management and OCR E-services integration Streamlined UX across all clients Continued Investment
  3. 3. Clients
  4. 4. 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
  5. 5. Continues to be improved Microsoft Dynamics NAV Web Client • Runs on most popular browsers • Most functionality available • Some additional features available
  6. 6. Word Forms and email
  7. 7. Custom Report Layouts Add or modify custom report layouts for: • Sales Quotes • Sales Confirmations • Sales Invoices • Customer statements • Vendor remittances
  8. 8. Customer Document Layouts Assign Word format and email address by document type for each customer.
  9. 9. Document Sending Profiles Assign Word format and email address by document type for each customer.
  10. 10. CRM Integration
  11. 11. 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
  12. 12. 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
  13. 13. Default integration mapping • Table Filters &Integration table filters • Ability to use master data templates • Can add custom fields and tables
  14. 14. 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
  15. 15. 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
  16. 16. Dynamics NAV account statistics & navigation • CRM user is kept informed of changes in Dynamics NAV
  17. 17. 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.
  18. 18. Power BI
  19. 19. 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
  20. 20. What does Power BI with Dynamics NAV provide?
  21. 21. 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
  22. 22. What is Power BI for Dynamics NAV • NAV Content pack on PowerBi.com Includes sales and Finance dashboards and reports
  23. 23. What is Power BI for Dynamics NAV • Dashboard, reports, and dataset. The dashboard gives users KPIs and charts on their sales and finance data.
  24. 24. How to get going with Power BI
  25. 25. Workflow
  26. 26. 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
  27. 27. 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
  28. 28. Workflow Templates • 20 Out of the box workflows • Ready to deploy • Replace existing approvals
  29. 29. 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.
  30. 30. Document Management
  31. 31. Document Management - Benefits
  32. 32. 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.
  33. 33. 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.
  34. 34. 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.
  35. 35. 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.
  36. 36. 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.
  37. 37. 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.
  38. 38. 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.
  39. 39. 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
  40. 40. 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.
  41. 41. 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
  42. 42. OCR Comparison Solution Native NAV Line Level Capture Purchase Order matching Visual Mapping Workflow Pricing Document Storage Lexmark OCR X Approval within NAV Subscription Incoming Documents Continia X X X Approval within NAV Perpetual Windows folder Psi Capture Approval within NAV Perpetual Incoming Documents/ SharePoint
  43. 43. New Finance functionality
  44. 44. 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.
  45. 45. 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.
  46. 46. Deferrals The amount is posted to the deferral account, and recognized over the defined schedule.
  47. 47. Deferrals View reports showing deferral balances by vendor, customer, and account.
  48. 48. Deferrals available on…….

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