Alliance 2017 - Announcing NAV 2017
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Presented by James Faw and Teodora Buhteva on January 26th, 2017. New year, new NAV! Gain insight into NAV 2017 new features and capabilities and learn how it can change the way your organization operates for the better.
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Alliance 2017 - Announcing NAV 2017
- 1. 1 Announcing NAV 2017 # A L L I A N C E 2 0 1 7
- 2. 2 YOUR PRESENTERS Teodora Buhteva Product Manager Joined Sparkrock in ‘12 James Faw VP Product Innovation, Founding Partner Joined Sparkrock in ‘03 M
- 3. 3 ANNOUNCING NAV 2017 C E O & F O U N D E R Attend this session to gain insight into NAV 2017 new features and capabilities. This session will focus on the new capabilities released by Microsoft for Dynamics NAV. See key features in action as we demo the exciting new functionality. T
- 5. 5 DYNAMICS BY THE NUMBERS • > 8 . 5 M T O T A L D Y N A M I C S U S E R S W O R L D - W I D E • > 1 2 0 K O R G A N I Z A T I O N S A R E R U N N I N G D Y N A M I C S N A • B E N E F I T S F R O M M I C R O S O F T $ 1 1 B I N Y E A R LY R & D J
- 6. 6 Microsoft Dynamics NAV Roadmap 2010 2012 2013 2014 2015 2016 2017 Scope in planning J
- 7. 8 J
- 8. 9 Microsoft Dynamics NAV 2017 – what’s new J
- 10. 11 TWO WORLDS TOGETHER IN OFFICE 365 EXPERIENCE • Email Cover Letter Templates • Report Layouts – Multiple Custom Report Layouts • In Office 365 Experience • In Outlook - Contact Lookup • In Outlook - Document Creation/Edit EMBEDDED POWERBI • Integration with Power BI T
- 11. 12 LET'S HAVE A LOOK Demonstration: • Report Layouts including email covering letters • In Outlook experience James J
- 13. 14 ENHANCE THE CORE SETUP & CONFIGURATION • Assisted Setup • Workflows • Integration to Outlook • Integration to CRM • Cash Flow Setup • Reporting • Sales Tax USER EXPERIENCE • Role Center Enhancements • Web Client Enhancements • List Types • List Filters • Column Personalization • Smart Notifications T
- 14. 15 All-new experiences Bricks provide an alternative display to classic rows in all lists. Bricks flow naturally to fill the available space and are a more compact representation of a record. Contextual notifications are shown at the top of pages and provide subtle guidance towards completing a task. You can take action directly from that notification. Wizards (also known as NavigatePage) are now supported on all clients and assist users with sequentially stepping through a task. P Win Web Tablet Lists can be displayed as a series of picture thumbnails, each representing a record. You can toggle between wide and tall bricks, displaying small or larger thumbnails. Factboxes can now include pictures, such as on the Item card page. Clicking or tapping a field caption now displays an inline Tooltip and you can click Learn More to navigate to Help documentation. Applies to fields/columns all page types. Not applicable P P No change Already available P P Not applicable P No change Already available P No change Already available * Phone P No change Already available P P P P P * * P P P P * P T
- 15. 16 LET'S HAVE A LOOK Demonstration: • Assisted Setup • Role Center Enhancements • Web Client Enhancements James • Smart Notifications Teo JT
- 16. 17 ENHANCE THE CORE FINANCE • Account Categories • Financial Reports ITEMS • Item Categories • Item Attributes T
- 18. 19 NEW OPPORTUNITIES E- EVERYTHING • OCR Line Support • PayPal Standards Payment Link CORTANA INTELLIGENCE • Cash Flow Forecast • Sales and Inventory Forecast T
- 19. 20 LET'S HAVE A LOOK Demonstration: • OCR James • Cash Flow & Cortana Intelligence Teo JT
- 20. 21 NEW OPPORTUNITIES EXTENSIONS • More Capabilities for Extensions in Microsoft Dynamics NAV 2017 T
- 21. 22 QUESTIONS? T
- 22. 23 EVALUATIONS P L E A S E T A K E 5 M I N S T O C O M P L E T E A S E S S I O N E V A L U A T I O N . WIN ME! One lucky survey will take home a Ecobee Smart Wi-Fi Thermostat
- 23. 24 THANK YOU FOR LISTENING @ S P A R K R O C K I N C W W W . S P A R K R O C K . C O M
Editor's Notes
- Click the icon to add your picture. Use the round, png version of your picture located in the F drive. Contributing to the evolution of CRM for over a decade, I’ve been focused on helping customers achieve their business goals through the design of intuitive software solutions. As one of the latest members of the Sparkrock team, I’m championing the design and development of our CRM roadmap moving forward as Product Manager, CRM.
- Donor Management Intro Donor Management (formerly Donor Engage) provides customers with a complete view of all donor activities, helping increase donors, boost retention, convert constituents, and improve fundraising effectiveness.
- Continue to invest, make commitment to releases every year, delivered consistently, and you can see we continue to enhanced interoperability with our other cloud based products including outlook, but also our cloud based products that can help you with your digital transformation.
- Key Points: Stronger than ever Speaker Notes: Yesterday you heard me speak about where we are going with MS Dynamics NAV It is a big, bold goal – the big question is how do we get there?
- A unified experience between ERP, CRM and productivity solutions is estimated to save $450B in lost productivity worldwide.
- Donor Management Intro Donor Management (formerly Donor Engage) provides customers with a complete view of all donor activities, helping increase donors, boost retention, convert constituents, and improve fundraising effectiveness.
- Donor Management Intro Donor Management (formerly Donor Engage) provides customers with a complete view of all donor activities, helping increase donors, boost retention, convert constituents, and improve fundraising effectiveness.
- Donor Management Intro Donor Management (formerly Donor Engage) provides customers with a complete view of all donor activities, helping increase donors, boost retention, convert constituents, and improve fundraising effectiveness.
- Donor Management Intro Donor Management (formerly Donor Engage) provides customers with a complete view of all donor activities, helping increase donors, boost retention, convert constituents, and improve fundraising effectiveness.