What is new in Microsoft Dynamics NAV 2017?
25 October 2016
As a Microsoft partner, we always look forward to autumn when we can share the ‘ins and outs’ of our latest NAV version with our clients. During the last years, the What’s New aspects could primarily be found in the user experience and technology and less in the functional aspect. This year, Microsoft not only made improvements to the user experience and technology but also made more functional additions. Below we will give an overview of what we think are some of the highlights of NAV 2017. The Office user experience
The trend of integration with the Office Suite, that Microsoft mainly launched since Dynamics NAV 2015, has been fully extended to NAV 2017. Microsoft’s strives to achieve a so-called Microsoft business app ‘cockpit’ in which every employee can perform all their daily tasks. The all-in principle of Dynamics 365 is the most recent model.
However, they have already made great progress in the newest standard version of NAV. The lines between Office 365, CRM and NAV become blurred. All programs have the same look and feel and communicate seamlessly with each other. Use the new Outlook and Excel add-ins in NAV to quickly communicate, import, synchronize or share data with colleagues, for example.
Further integration of Power BI
It was already possible to directly export data to Power BI in NAV 2016, but NAV 2017 Microsoft takes integration to the next level. Thanks to the NAV 2017 Power BI Content Pack, it is much easier to get started with the application in NAV 2017. Off to a flying start with easy tutorials and standard charts and reports. The option to integrate dashboards generated in Power BI into your roll centre within NAV has also just been added. This simplifies getting insight into and control over your specific KPIs.
Microsoft has added functions to several components.
Use the new automatic accounting systems to quickly draw up financial reports. You no longer lose time by manually setting up accounting systems. Thanks to these new ‘Point-in-time’ reports you can also view your business’ current financial status at any time.
Managing your tasks (jobs): Organize your daily tasks efficiently and get a better overview of the corresponding details with the Jobs Setup Wizard. This tool lets you set up tasks and timetables, among other things.
In NAV 2017 it is even easier to classify and organize your items. With the renewed search feature you can find items in your portfolio quicker and it only shows the information you need. You can adjust item properties and assign a value to the property based on your preferences. That way, you can easily manage items or sales documents. If you add properties and values to an item, they will appear in a fact box which you can view on both the item chart and item list. You can filter these values in order to quicker draw up a purchase or sales order.
Paying bills online as a service to your clients. With Microsoft Dynamics 2017, clients can now directly pay their bills online by using, credit cards, iDeal and PayPal, for example.
Sales forecasting and effective purchasing with built-in Cortana Intelligence. This functionality uses older data to predict your clients’ desires so you can help them quicker and more effectively. This forecast is used to generate proposals to suppliers to replenish stock and that will save you a lot of time. Thanks to Cortana’s various machine learning algorithms the forecasts’ quality will improve over time.