Microsoft have just released Dynamics NAV 2017. In this blog I will summarise what’s new in NAV 2017 and highlight some key new features.
• Greater link to Office 365
• Simplified Jobs
• Financial Reporting with account categories
• Improved emailing body formatting
• PayPal link on invoices
• Item Categories & Attributes
• Brick view on web client – showing Pictures
• Embedded Power BI
Links to O365
* A tighter link with Office365 gives you the ability to view contact/customer details from NAV.
* You will also have the ability to create transactions directly from the email, without leaving outlook.
* Also, jobs have Outlook integration where you can send budgeted lines as calendar entries. With an Office add-in loaded you can submit hours directly to NAV job journals.
Image 1.0: Outlook linked to a NAV Customer dashboard:
* New Project manager role centres. Job related charts.
* A new look Job card, where you can create jobs from existing, assign a Project manager and also print a Job Quote report.
* Job planning lines can now be sent directly to an outlook calendar. You can also use an Office Add-in to submit hours to a job journal directly from outlook.
Image 1.1: Project Manager Profile:
Image 1.2: Job planning lines, Send to Calendar option:
* There is now a set of accounts categories that you can map to the chart of accounts. This helps easily categorise accounts for reporting purposes.
* You can use a predefined set or customise your own categories.
* Account schedules are automatically updated when making changes to the mappings.
* There is also a nice little overview screen, shown below, that groups the accounts by category.
Image 2.0: GL Account Category Overview:
New reports, making use of the new account categories, which are account schedules maintained automatically by the system:
– Statement of cash flows report
– Statement of retained earnings
Image 2.1: Financial Statements shown from new Business Manger Profile:
Document Layouts and PayPal
You can insert links on documents to online payments services (PayPal) making it easy for customers to pay.
* Document layouts – You can add default email body messages used Word templates.
* New sample invoice layouts – Word Layouts.
* Sales invoices – You can enable PayPal and add a link to the invoice.
Image 3.0: Sample of Send Email, using Email body template:
Clicking on the PayPal link (from email body or on the PDF) takes you to the PayPal website with the description and amount already filled in.
Image 3.1: Example of PayPal site when clicking on link:
When using the email cover letters, you can either use templates, or switch to custom message when sending emails.
Image 3.2: Changing from Template to Custom Message:
Items Categories & Attributes
You can now assign Item attributes, such as model, colour, size. You have the ability to filter on any of these to assist with product searching. It is also useful for Web site integration, to keep the source of truth in NAV.
In Item Categories, you can setup a hierarchy that inherits attributes – saving time in the setup and ensuring consistency. For example, any Furniture categories needs a Brand and Model Year.
Image 4.0: Setup Item Categories with default attributes:
Image 4.1: Assign & Filter on Item Attributes:
There is also a nice looking view option in the web client to view images and summary information.
Image 4.2: Items List using Brick View in Web Client:
Power BI on the Role Centre
* You can now view Power BI charts directly on the user role centre in NAV.
* This can be personalised by user and role.
* The NAV Power BI content pack can be loaded to get you started.
Power BI in role centre:
This post was written by Daniel Argus, Senior ERP Consultant at EBS.
If you have out-dated business software that’s limited in its reporting and analytical capabilities – then you should to talk to EBS about a powerful business management software solution – Microsoft Dynamics NAV. To find out more about our suite of Microsoft business management software solutions, please call Paul Woods at EBS for an obligation free discussion on 1300 303 973.
Microsoft Dynamics NAV is global enterprise resource planning (ERP) software that helps more than 100,000 companies worldwide manage their accounting and finances, supply chain, and operations. Start with what you need now, and easily adapt as your business needs change. In the Microsoft cloud or on your servers—the choice is yours.
Evolution Business Systems (EBS) is a Microsoft Gold ERP Partner and business management software specialist that equips its clients with software designed to achieve their business goals. EBS offers small to medium sized businesses a complete, fully featured, whole of business solution to meet their needs with Microsoft Dynamics NAV, O365, Power BI, Dynamics CRM and Microsoft Dynamics 365. It’s available for deployment on Microsoft’s own Cloud servers – Azure – and packaged at an affordable monthly subscription price. EBS works alongside its clients to understand their business and vision, and offer solutions to support these both now and into the future.
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