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• Dynamics NAV is available on premises and in the cloud.
• Web and Mobile clients will be the focus moving forward.
• Off...
Dynamics NAV Roadmap
2014 2015 2016 20172013
NAV 2013 R2
“in” Office 365
“On” Azure
Multi Tenancy
Cash Management
Dynamics...
NAV 2017
D365
Financials
Availability Worldwide US & CA
Customers SMB Small
Deployment Cloud/on prem Cloud
Functionality F...
IN OFFICE 365 EXPERIENCE
Improved office 365 experience,
contact synchronisations and
simplified outlook experience
EMBEDD...
Enriched Office experience
You can use the Microsoft Outlook add-in to manage
business interactions directly in Outlook. Y...
Enriched Office experience
You can use the Microsoft Outlook add-in to manage
business interactions directly in Outlook. Y...
Enriched Office experience
You can use the Microsoft Outlook add-in to manage
business interactions directly in Outlook. Y...
Enriched Office experience
You can use the Microsoft Outlook add-in to manage
business interactions directly in Outlook. Y...
Embedded PowerBI
You can use embedded Power BI to easily
create insightful charts and reports using Power
BI, and make the...
USER EXPERIENCE
Continuing the significant improvements from 2016
to simplicity, productivity, and performance,
Microsoft ...
Finance improvements
Improvements include:
• Easily cancel and correct Invoices
• Account Categories
• Financial Reports
•...
You can use the Microsoft Outlook add-in to manage
business interactions directly in Outlook. You can
quickly access finan...
You can use the Microsoft Outlook add-in to manage
business interactions directly in Outlook. You can
quickly access finan...
Simplified Jobs
You can enjoy a streamlined experience in Jobs,
to help you manage your projects better. Use
the new Jobs ...
You can work more effectively with Relationship
Management from your phone, taking
advantage of enhancements to the Sales ...
Use Contact Synchronisation to integrate your
contacts from Microsoft Dynamics NAV 2017
with your People Hub in Office 365...
E-EVERYTHING
The creation of the OData end points is limited to
only those in your organisation that have
permissions to r...
You can use the Sales and Inventory Forecast
extension to get deep insights about potential
sales and a clear overview of ...
Extensions will become the way in whcich any
project is customized and every add-on/vertical
solution is built
Appsource i...
BLANK PAGE HEADINGDYNAMICS NAV 2017 DEMO
• Dynamics NAV is available on premise and in the cloud.
• Web and Mobile clients will be the focus moving forward.
• Offi...
Dynamics Day 2016: NAV transformation of solutions to cloud
Dynamics Day 2016: NAV transformation of solutions to cloud
Dynamics Day 2016: NAV transformation of solutions to cloud
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Dynamics Day 2016: NAV transformation of solutions to cloud

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

Published in: Technology
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Dynamics Day 2016: NAV transformation of solutions to cloud

  1. 1. • 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
  2. 2. 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)?
  3. 3. 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
  4. 4. 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
  5. 5. 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
  6. 6. 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
  7. 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. Approve Documents from your inbox
  8. 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. Be prepared for meetings
  9. 9. 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.
  10. 10. 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
  11. 11. Finance improvements Improvements include: • Easily cancel and correct Invoices • Account Categories • Financial Reports • Enhanced Bank Reconciliation
  12. 12. 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
  13. 13. 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
  14. 14. 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.
  15. 15. 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
  16. 16. 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.
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. BLANK PAGE HEADINGDYNAMICS NAV 2017 DEMO
  21. 21. • 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

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