Presentation by James Faw on February 4th, 2016. View this presentation to see what NAV 2016 looks like and what new features are available from Microsoft.

1. ALTUS ALLIANCE 2016
Technology Premiere:
Announcing NAV 2016

2. 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

3. Session Agenda
1. About this session
2. Introductions
3. What’s New in NAV 2016
4. Questions

4. 2016
Announcing…

8. 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

9. 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 provides
easy 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

10. Key features
View Dynamics CRM data within Dynamics NAV
View Dynamics NAV customer statistics data in Dynamics
CRM
Navigate easily between the two systems

11. Universal App on all devices
• Role Tailored experience for:
• Smartphone, tablet, notebook, 2-in-1, and desktop computer
• Touch, keyboard and mouse interface

12. 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

13. Finance Enhancements
• Posting Preview
• Deferrals
• Word Form and Email Enhancements
• North America
• Positive Pay
• Report Enhancements
• Document Totals

14. Let’s have a look:
• Deferrals
• Preview Posting

15. 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

16. 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

17. 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.

18. Let’s have a look:
• OCR Data Capture Service

19. 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

20. 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

21. Let’s have a look:
• Workflows

22. E-Everything
• Integration services that support getting currency exchange
rates automatically from an exchange rate service

23. Questions & Answers

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27. Thanks for coming!
@altusdynamics
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