Dynamics Day 2015: Dynamics NAV Roadmap
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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.
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Dynamics Day 2015: Dynamics NAV Roadmap
- 1. Dynamics Day 2015 Dynamics NAV Roadmap
- 3. Workflow Document management and OCR E-services integration Streamlined UX across all clients Continued Investment
- 5. Clients
- 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
- 9. Word Forms and email
- 10. Custom Report Layouts Add or modify custom report layouts for: • Sales Quotes • Sales Confirmations • Sales Invoices • Customer statements • Vendor remittances
- 11. Customer Document Layouts Assign Word format and email address by document type for each customer.
- 12. Document Sending Profiles Assign Word format and email address by document type for each customer.
- 13. CRM Integration
- 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.
- 21. Power BI
- 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
- 23. What does Power BI with Dynamics NAV provide?
- 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.
- 27. How to get going with Power BI
- 28. Workflow
- 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.
- 34. Document Management - Benefits
- 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
- 45. 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
- 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.
- 50. Deferrals View reports showing deferral balances by vendor, customer, and account.