Microsoft Dynamics 365 Business Financials & NAV 2017 offers enhanced cloud and on-premise deployment options along with extensive customization capabilities. The integration with Office 365 provides improved user experiences, allowing users to manage business interactions directly from Outlook, synchronize customer records, and access financial data. Key features include embedded Power BI for data visualization, automated processes, and a streamlined CRM for better relationship management.

1. Microsoft Dynamics 365
Business Financials &
NAV 2017 Product
Update

2. Microsoft Dynamics Roadmap

3. Functionality
Deployment Options
Client Options
Dynamics NAV 2017
Customization Options
Licensing
Dynamics365
Financials
On Premise or Cloud
(IaaS or SaaS)
Cloud Only (SaaS)
NAV Standard Pack &
Extended Pack
NAV Standard Pack
Windows, Web &
Universal Clients
Web & Universal
Clients only
ISV Solutions, Base
Code, Extensions
Extensions Only
Perpetual &
Subscription
Apps & Plan Licensing
Availability Available 40+ Counties
including Australia
Available in US &
Canada Only
Differentiator Maximum Flexibility
Power of Choice
Extensions and
continued updates

5. 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

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.
Your business
inbox is ready

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.
Be prepared for
meetings

8. 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.

9. 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.
Power BI
Embedded in the
Role Centre

10. 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.
Power BI Tile
Integration

11. You can use the Sales, Inventory & Cashflow
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

12. 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

13. 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

14. E-EVERYTHING
Dynamics Connector to provide a single point of
integration
CORTANA INTELLIGENCE
Azure Machine Learning
Enable you to work with your data
The future of Development
NEW
OPPORTUNITIES

15. Single connector to read and write odata end
points for:
• PowerBI
• PowerApps
• Flow
NAV
Connector

16. Extensions will become the way in
which any project is customized and
every add-on/vertical solution is built

17. Appsource is where you will be
able to purchase extensions

18. 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 improvementsENHANCE THE
CORE

19. Finance
improvements
Improvements include:
• Account Categories & Financial Reports
• Easily cancel and correct Invoices
• PayPal Integration

20. 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

21. 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

22. 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.
Automated Bank
Reconciliation
Feeds

23. Simplified Jobs
You can enjoy a streamlined experience in Jobs,
to help you manage your projects better
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.

24. 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.
PayPal Integration

25. 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

26. Keep your contacts synchronized between
Microsoft Dynamics NAV 2017 and Office 365
or Microsoft Outlook, and automatically run a
background synchronisation at scheduled
times.

27. Dynamics NAV and Dynamics365 Financials is Microsoft’s solution for
small and Mid Sized business
Microsoft is investing heavily in both products
Start of with Dynamics365 Financials and migrate to NAV as you grow
Use of Extensions allow for faster and more cost effective upgrades
Migration path between products