Microsoft Dynamics NAV Starter Pack Extended Pack

Content
1
Microsoft Dynamics
NAV

2 Product Overview and

Capability Guide
How to Buy Microsoft

Microsoft Dynamics NAV

Dynamics NAV 2016

1 of 35

3 2016
Packaging of
Functionality in
Microsoft Dynamics
October, 2015
NAV 2016

4
Product Capabilities
in Microsoft Dynamics
NAV 2016

5
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Microsoft Dynamics NAV Starter Pack Extended Pack

Content

1 Microsoft Dynamics NAV 4 Product Capabilities in Human Resources Management (HRM)

Microsoft Dynamics NAV 2016

A Proven Solution for Your Business Clients and Usability

Partners Boost Success for Small and Midsize Financial Management
Businesses > General Languages
> Fixed Assets
> Cash Management Configuration and Development
2 How to Buy Microsoft > Application Objects
Supply Chain Management (SCM) > Other
Dynamics NAV 2016 > Sales and Receivables
> Sales Tax
The Starter Pack > Purchase and Payables
5 Learn More
The Extended Pack > Inventory 2 of 38
> Warehouse Management
> E-Invoicing
> Document Management & Document Capture
3 Packaging of Functionality in > Workflow
Microsoft Dynamics NAV 2016
Manufacturing
> Basic Manufacturing
 icrosoft Dynamics NAV 2016
M > Agile Manufacturing
Starter Pack functionality > Supply Planning
Microsoft Dynamics NAV 2016 > Capacity Planning
Extended Pack functionality
Project Management
> Resources
> Jobs

Sales, Marketing, and Service Management

> Sales and Marketing Use the arrow keys left and right to
> Service Management
> E-services navigate this PDF document or the
menu to the left of the page.
You can also move back and forward on
the blue arrows to the right.
Enjoy your reading.
Microsoft Dynamics NAV Starter Pack Extended Pack

Content

1.
1
Microsoft Dynamics
NAV

Microsoft Dynamics NAV

How to Buy Microsoft
Dynamics NAV 2016

3 of 35

3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2016

4
Product Capabilities
in Microsoft Dynamics
NAV 2016

5
Microsoft Dynamics NAV
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Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Microsoft Dynamics NAV
1
A Proven Solution for
Your Business

Partners Boost Success

for Small and Midsize
A Proven Solution for Your Business
Businesses

Microsoft Dynamics
NAV

Microsoft Dynamics NAV is multi-language,

2 multi-currency business management solution that
helps more than 117,000 companies worldwide
manage their accounting and finances, supply chain,
How to Buy Microsoft and operations. Start with what you need now, and
Dynamics NAV 2016 easily adapt as your business needs change. In the
Microsoft cloud or on your servers—the choice is 4 of 35

3
yours.

Packaging of
Functionality in
Microsoft Dynamics
NAV 2016

ONE LOGIN PARTNERS BOOST SUCCESS FOR

4 TO YOUR DAY SMALL AND MIDSIZE BUSINESSES
Microsoft Dynamics NAV and Office 365 is the winning combina- Microsoft Dynamics is sold by a global network of solution
Product Capabilities tion for business. When your email, calendar, and files seamlessly specialists, known as partners or resellers. Your local partner
in Microsoft Dynamics come together with your data, reports and business processes prices and implements Microsoft Dynamics NAV based upon
NAV 2016 you get an integrated experience that no other stand-alone your unique needs. Microsoft partners provide deep local
enterprise resource planning (ERP) solution can match. Share and technical knowledge of specific industry and vertical
the big picture on your team collaboration site and conveniently requirements.
drill into the details within Microsoft Dynamics NAV without the

5 need to change from one application to the other. A consistent

user experience across devices makes it easy for your people to
complete their everyday tasks whether they are in the office or
on the go.

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Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Your Complete Business in the Cloud.
1
A Proven Solution for
Your Business

Partners Boost Success

for Small and Midsize
Microsoft Dynamics NAV and Office 365
Businesses

Microsoft Dynamics
NAV

2
How to Buy Microsoft
Dynamics NAV 2016

5 of 35

3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2016

4
Product Capabilities
in Microsoft Dynamics
NAV 2016

5
Learn More
 2.
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
How to Buy
1 Microsoft
Dynamics NAV
2016
Microsoft Dynamics
NAV

2
How to Buy Microsoft
Dynamics NAV 2016

6 of 35

3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2016

4
Product Capabilities
in Microsoft Dynamics
NAV 2016

5
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Microsoft Dynamics NAV Starter Pack Extended Pack

Content
2. How to Buy Microsoft Dynamics NAV 2016
1 Microsoft Dynamics NAV is available exclusively through Microsoft Dynamics Certified Partners. These Value Added
Resellers provide planning, implementation, customization, and support services aimed at optimizing the solution
for each customer’s specific needs. Regardless of how and where the software is deployed, customers have the
Microsoft Dynamics choice of purchasing their Microsoft Dynamics NAV licenses up front, or paying a monthly fee to a service provider.
NAV

Perpetual Licensing Service Provider’s Subscription Licensing

2
The Starter Pack
Perpetual Licensing for Microsoft Dynamics NAV is designed to Service provider ’s Subscription Licensing for Microsoft Dynamics
help small and midsize businesses get started with an affordable NAV is designed to help keep the upfront cost to a minimum
The Extended Pack
upfront starting price, rapid start tools and built in functionality. through a “per user per month” licensing fee. This helps small
With Microsoft Dynamics Perpetual Licensing, customers license and midsize businesses get started with a low initial cost while
the ERP Solution functionality, and access to that functionality is leveraging the built-in functionality and rapid start tools.
How to Buy Microsoft secured by licensing users. Both licensing models are designed to simplify the purchase
Dynamics NAV 2016 process. Customers have the choice of two concurrent-user types,
Limited User and Full User, and the option to give those users 7 of 35
access to advanced functionality through the “Extended Pack.”

3 Figure 1: Perpetual Licensing Overview Figure 2: Starter Pack and Extended Pack – Functionality
Packaging of STARTER PACK EXTENDED PACK
STARTER PACK LIMITED USER
Functionality in (REQUIRED)
Microsoft Dynamics Finance Manufacturing
NAV 2016
Distribution Warehousing
3 Full User licenses

4
included Full Read Professional
Financials & Distributions Projects Services
LImited Write

EXTENDED PACK FULL USER

(OPTIONAL)
Product Capabilities
in Microsoft Dynamics
NAV 2016

Full Read
Advanced functionality

5
Full Write

CONFIGURATIONS
Configuration and Development (NAV/GP)
Application Objects (NAV)

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Microsoft Dynamics NAV Starter Pack Extended Pack

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THE STARTER PACK THE EXTENDED PACK
1 Small and midsize businesses can quickly and affordably get
started with Microsoft Dynamics NAV 2016. The Starter Pack
offers core Financials, Distribution and Professional Services
Businesses that require more advanced functionality can license
the optional and additive Extended Pack. The Extended Pack
enables customers to integrate core financials and distribution
functionality, plus three Full User licenses for one price. management with broader functionality extensions such as:
The functionality included in the Starter Pack is designed to help >>  anufacturing to support and control the manufacturing
M
Microsoft Dynamics
NAV customers: environment
>> Gain control and insight over their finances >>  arehousing to manage the warehouse to support
W
>> Purchase and sell items and materials operations

2
The Starter Pack
>> Pay and manage employees
The Extended Pack
>> Manage the billables generated by consultants The first three Full Users included in the Start Pack get to access
to all of the incremental functionality.
>>  ustomer Relationship Management (CRM) to manage
C
customer and supplier relationships and offer the highest
Figure 4: Extended Pack
How to Buy Microsoft quality of service and support.
Dynamics NAV 2016
STARTER PACK EXTENDED PACK
For many businesses, this is the only license component required.
(REQUIRED) (OPTIONAL)
8 of 35

3 Figure 3: Starter Pack

3 Full User licenses
included
Packaging of STARTER PACK
(REQUIRED) Financials & Distributions Advanced functionality
Functionality in
Microsoft Dynamics
NAV 2016
3 Full User licenses
Notes:
included
>> The Starter Pack is a prerequisite to the Extended Pack

4
Financials & Distribution
>>  pon purchasing the Extended Pack the functionality is
U
extended to all current and coming users of the customer.

Notes:
Product Capabilities
in Microsoft Dynamics Additional software licenses may be required, such as Microsoft
NAV 2016 Windows Server, Microsoft SQL Server, Microsoft Office 365 and
Microsoft SharePoint. These licenses are not included with the
Starter Pack. Additional software must be licensed according to

5
the applicable license terms.
See Licenses of Additional Software for more information.

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3.
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
1Packaging of
Functionality in Microsoft
Dynamics NAV 2016
Microsoft Dynamics
NAV

2
How to Buy Microsoft
Dynamics NAV 2016

9 of 35

3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2016

4
Product Capabilities
in Microsoft Dynamics
NAV 2016

5
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Microsoft Dynamics NAV Starter Pack Extended Pack

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3. Packaging of Functionality in
1 Microsoft Dynamics NAV 2016
Microsoft Dynamics
NAV

Microsoft Dynamics NAV comes with a wide set of functionalities Windows client for Microsoft Dynamics NAV, the Web client

2
that through Microsoft Dynamics NAV 2016 provide some great for Microsoft Dynamics NAV or the Microsoft Dynamics NAV
opportunities for deployment supporting business processes Portal framework for Microsoft SharePoint (also known as the
and enhancing business productivity within the organization. Microsoft Dynamics NAV SharePoint client) all through the same
A Microsoft Dynamics NAV customer can choose whether to User types.
deploy the Starter and Extended Pack through the Microsoft
How to Buy Microsoft
Dynamics NAV 2016

The Starter Pack is for companies who need core financials and trade functionality: 10 of 35

3
Starter Pack
functionality Including; Basic Financials Management (General Ledger and Fixed Assets);
> Financial Management
> Customer Relationship
Basic Supply Chain Management and Basic Sales Management (Sales, Purchasing
Packaging of
Management and Inventory); Professional Services (Project management) with a broad set of
> Project Management
Functionality in > Configuration and Business Insight and reporting functionality as an integral part of the product.
Microsoft Dynamics Development Additionally the Starter Pack comes with a wide range of tools to customize the
NAV 2016 > Supply Chain
Management solution, to meet the needs of every customer together with deep integration
> Human Resource
Management opportunities to be made through web services.

4
> Languages
> Other
The Extended Pack is for growing, midmarket, or high-functional-needs
Extended Pack
functionality companies who are looking for an adaptive solution with a broad set of functionality:
> Financial
Product Capabilities Management Ext. including Warehousing, and Manufacturing. It comes with additional customization
in Microsoft Dynamics > Customer Relationship objects for doing more extensive customizations.
NAV 2016 Management Ext.
> Configuration and
Development Ext.
> Supply Chain

5
Management
> Manufacturing
Solutions

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Microsoft Dynamics NAV Starter Pack Extended Pack

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Microsoft Dynamics NAV 2016 Microsoft Dynamics NAV 2016
1 Starter Pack functionality Extended Pack functionality
(includes all the functionality in the starter pack)

Microsoft Dynamics FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT EXTENDED

NAV
√√ Basic General √√ Basic Fixed Assets √√ Payment Handling √√ Responsibility Centers
Ledger √√ Insurance √√ Basic Dimensions √√ Inter-company Postings

2
√√ Allocations √√ Maintenance √√ Advanced √√ Cost Accounting
√√ Budgets √√ Fixed Assets Dimensions
√√ Accounts Schedules – Allocations √√ Unlimited
Companies
√√ Consolidation √√ Reclassification
√√ Multiple Currencies
√√ Basic XBRL √√ Bank Management
√√ Deferrals
√√ Change Log √√ Check Writing
How to Buy Microsoft √√ Cash Flow Forecast √√ Bank Reconciliation
Dynamics NAV 2016

CUSTOMER RELATIONSHIP MANAGEMENT CUSTOMER RELATIONSHIP MANAGEMENT EXT.

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3
Starter Pack
functionality
> Financial Management √√ Contact Management √√ Interaction/Document √√ Service Order Management
> Customer Relationship √√ Task Management Management √√ Service Price Management
Management √√ M
 ail Logging for Microsoft
Packaging of > Project Management
√√ Outlook Client Integration
Exchange
√√ Service Item Management
Functionality in > Configuration and
√√ Contact Classification
√√ M
 icrosoft Dynamics CRM
√√ Service Contract Management

Microsoft Dynamics Development √√ Campaign Management integration √√ Planning and Dispatching

NAV 2016 > Supply Chain √√ Opportunity Management

Management
> Human Resource
Management

4
> Languages PROJECT MANAGEMENT
> Other

Extended Pack √√ Basic Resources √√ Multiple Costs √√ Jobs

functionality √√ Capacity √√ Estimates √√ Time Sheet
> Financial Management √√ Tasks/Steps
Product Capabilities Management Ext.
in Microsoft Dynamics > Customer Relationship
NAV 2016 Management Ext.
> Configuration and CONFIGURATION AND DEVELOPMENT CONFIGURATION AND DEVELOPMENT EXTENDED
Development Ext.
> Supply Chain

5
Management √√ Report Designer (100 Reports) √√ XML Port (100 XML) √√ Table (10 tables) √√ Code units (10 units)
> Manufacturing √√ Table Designer (10 Tables) √√ Page Designer (100 Pages) √√ Pages (100 pages) √√ XML Port (100 XML)
Solutions √√ Query Designer (100 Query) √√ Code units (10

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Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Microsoft Dynamics NAV 2016 Microsoft Dynamics NAV 2016
1 Starter Pack functionality Extended Pack functionality
(includes all the functionality in the starter pack)

Microsoft Dynamics SUPPLY CHAIN MANAGEMENT SUPPLY CHAIN MANAGEMENT EXT

NAV
√√ Basic Receivables √√ Purchase Invoice Management √√ Order Promising
√√ Sales Invoicing Discounts √√ L ocation Transfers √√ Calendars

2
√√ Sales Order √√ Requisition √√ I tem Substitutions √√ Campaign Pricing
Management Management √√ I tem Cross √√ Cycle Counting
√√ Sales Invoice √√ Alternative Order References
Discounts Addresses √√ Put Away
√√ Nonstock Items
√√ Alternative Ship-To √√ Purchase Return √√ Warehouse Receipt
√√ Item Tracking
Addresses Order Management √√ Warehouse Shipment
√√ Item Charges
√√ Shipping Agents √√ Purchase Line √√ Standard Cost Worksheet
Discounting √√ Bin
How to Buy Microsoft √√ Sales Return Order √√ Pick √√ Warehouse Management Systems
Management √√ Purchase Line Pricing
Dynamics NAV 2016 √√ Drop Shipments √√ Analysis Reports √√ Internal Picks and Put Aways
√√ Sales Line
Discounting √√ Salespeople/ √√ Item Budgets √√ Automated Data Capture System
√√ Sales Line Pricing Purchasers √√ Workflows √√ Bin Setup 12 of 35

3
Starter Pack √√ Sales Tax √√ Basic Inventory √√ Document
Management,
functionality √√ Basic Payables √√ Multiple Locations
Document Capture
> Financial Management √√ Purchase Invoicing √√ Stock-Keeping Units and OCR
> Customer Relationship √√ Purchase Order √√ Alternative Vendors √√ E-services
Management Management √√ Assembly
Packaging of > Project Management
Functionality in > Configuration and
Microsoft Dynamics Development
NAV 2016 > Supply Chain HUMAN RESOURCE MANAGEMENT
Management
> Human Resource MANUFACTURING SOLUTIONS
Management √√ Basic Human Resources

4
> Languages
> Other √√ Production Orders √√ Demand Forecasting
√√ Production Bill of Materials √√ Basic Capacity Planning
Extended Pack SPROG √√ Version Management √√ Machine Centers
functionality √√ Agile Manufacturing √√ Finite Loading
> Financial
Product Capabilities Management Ext. √√ Multiple Document Languages √√ Multiple Languages
√√ Basic Supply Planning
in Microsoft Dynamics > Customer Relationship
NAV 2016 Management Ext.
> Configuration and
Development Ext. OTHER
> Supply Chain

5
Management
> Manufacturing √√ Subsidiary (Each) √√ Job Queue
Solutions √√ Intrastate √√ Reason Codes
√√ Extended Text √√ Dynamics NAV Server

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 4.
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
1 Product Capabilities in
Microsoft Dynamics NAV
2016
Microsoft Dynamics
NAV

2
How to Buy Microsoft
Dynamics NAV 2016

13 of 35

3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2016

4
Product Capabilities
in Microsoft Dynamics
NAV 2016

5
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Microsoft Dynamics NAV Starter Pack Extended Pack

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4. Product Capabilities in Microsoft Dynamics NAV 2016
1
Microsoft Dynamics
NAV

FINANCIAL MANAGEMENT
Financial Management
> General Basic General Ledger
2 > Fixed Assets
> Cash Management
General
This module includes all the basic functionality necessary for
setting up a company and posting to the general ledger, chart of
Supply Chain accounts, general journals, VAT facilities, recurring journals, and
Management (SCM)
source codes. Also includes:
> Sales and Receivables
How to Buy Microsoft > Sales Tax Accounts Schedules >> Facilities for internal and external reporting.
> Purchase and
Dynamics NAV 2016 Payables
Powerful financial reporting tool that can help accountants and >> RapidStart Services for Microsoft Dynamics NAV
> Inventory financial analysts to extract the most essential business data
> Warehouse from the chart of accounts, budgets, cash flow accounts and
>> Workflow for approval of sales and purchase documents. 14 of 35

3
Management cost types into financial reports, which can be used to efficiently >> Posting and reporting in your company’s base currency.

Manufacturing monitor the health of the business and provide valuable input for >>  osting and reporting in an additional currency with the
P
> Basic Manufacturing the business decision makers. You get to choose the accounts addition of the Multiple Currencies module.
> Agile Manufacturing you want to monitor and report on, change the order of the
Packaging of > Supply Planning >>  apability to export data from any form to Microsoft Word
C
Functionality in accounts, and combine figures in various ways, set up which
> Capacity Planning or Microsoft Excel® using style sheets.
Microsoft Dynamics columns to print, change the description of the accounts and
Project Management supply them with additional notes. >> Capability to link to external documents.
NAV 2016
> Resources
In addition, you can make simple calculations on the data you >> Two languages—U.S. English and one other.
S ales, Marketing, and selected on the accounts schedules worksheet, and compare >> Set up sales and purchase documents archiving.

4
Service Management current figures with historical ones and with your budgets.
> Sales and Marketing >> Background posting.
> Service Management
> Workflow
> E-services Allocations
> Document Allocate general ledger entries to combinations of accounts,
Product Capabilities Management
in Microsoft Dynamics departments, and projects using allocation keys based on
NAV 2016 Power BI Content Pack amount, percentage, or quantity. This feature is available through
Recurring General Journals.
Human Resources
Management (HRM)

5

Clients and Usability

Languages

Configuration and
Development
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Basic XBRL Consolidation
1 Export documents from Microsoft Dynamics NAV in XBRL
(Extensible Business Reporting Language) format and import
Consolidate companies in Microsoft Dynamics NAV. The com-
panies can come from one or from several different Microsoft
XBRL taxonomies into Microsoft Dynamics NAV from the Inter- Dynamics NAV databases or other files, and you can import
net, email, or other systems. XBRL is an XML-based specification and export financial information in this module. If data used is
that uses accepted financial reporting standards based on retrieved from several Microsoft Dynamics NAV solutions, use
Microsoft Dynamics
standardized, underlying data tags. The module includes: this module only in the parent company.
NAV
>>  apability to map your general ledger to XBRL taxonomies
C
Financial Management
> General
so that the same XBRL document instance can be used for Deferrals
2 > Fixed Assets
various purposes, independent of the format required by
the receiver of the document. Set up deferral templates that automate the process of defer-
> Cash Management
ring revenues and expenses over a pre-defined schedule. This
Supply Chain
>> S upport for the XBRL 2.1 Specification released by the XBRL enables companies to easily recognize revenues and expenses in
Management (SCM) Consortium. periods other than the period in which the transaction is posted.
> Sales and Receivables
> Sales Tax
How to Buy Microsoft
Dynamics NAV 2016
> Purchase and Budgets Intercompany Postings
Payables
> Inventory Work with budgets in general ledger accounts. After you have Manage accounting for more than one company in the same
> Warehouse created a budget, you can print a balance that shows variances 15 of 35
posting process. The companies can be in the same or in one

3
Management
to the budget by percentage. Work with multiple budgets at one of several different Microsoft Dynamics NAV databases. You can

Manufacturing time. For example, work with a 100 percent budget, a 110 percent also send documents to partner companies. Users control the
> Basic Manufacturing budget, and so on. Budgets are generally entered per period for document flow through an Inbox/Outbox feature, and transac-
> Agile Manufacturing the relevant general ledger accounts. Budgets can be exported/
Packaging of > Supply Planning tions are completed as general journal transactions or through
Functionality in > Capacity Planning
imported to/from Excel, allowing you to use all the calculation receivables and payables, which enables the use of currencies
Microsoft Dynamics capabilities of Excel while preparing your budgets. and correct reconciliation.
NAV 2016 Project Management
> Resources
Change Log Responsibility Centers
S ales, Marketing, and

4
Service Management Log user changes made to Microsoft Dynamics NAV master data. Set up profit centers and/or cost centers. A company can sell
> Sales and Marketing You can log all direct modifications a user makes to the data in items with specific prices and that are related to a responsibility
> Service Management
the database, except for changes to “working documents” such as center. You can tie a user to a responsibility center so that only
> Workflow
> E-services journals, sales orders, and purchase orders. The change log func- sales and purchase documents related to the particular user are
> Document tionality makes it possible to get a chronological list of all changes displayed. Users get assistance with entering extra data, such as
Product Capabilities Management
in Microsoft Dynamics to any field in any table (except those “working documents” just dimensions and location codes.
NAV 2016 Power BI Content Pack
mentioned) and to identify by user ID who made the changes.

Human Resources
Management (HRM)

5

Clients and Usability

Languages

Configuration and
Development
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Cost Accounting Fixed Assets
1 Cost Accounting provides an efficient way to control the
company’s costs by providing visibility and insight into Basic Fixed Assets
budgeted and actual costs of operations, departments, products,
and projects. Cost Accounting synchronizes cost information Keep track of fixed assets such as buildings, machinery, and
with the general ledger, and then allocates that information to equipment. You can also post various fixed-asset transactions:
Microsoft Dynamics acquisitions, depreciation, write-downs, appreciation, and
different costs centers and cost objects.
NAV disposal. For each fixed asset, you set up depreciation books in
This module includes enabling you to: which the methods and other conditions used for calculating
Financial Management
> General >> Transfer costs from the general ledger. depreciation are defined. You can set up an unlimited number

2 > Fixed Assets

> Cash Management

Supply Chain
>> E nter and post internal charges and allocations directly
in the Cost Accounting Cost journal.
of depreciation books to satisfy legal requirements, and for tax
and internal accounting purposes. This module is well suited for
international companies that need to use many depreciation
>> Predefine recurring cost allocation rules on cost allocation methods.
Management (SCM)
> Sales and Receivables >> cards and execute in a batch job.
> Sales Tax
How to Buy Microsoft
Dynamics NAV 2016
> Purchase and >> Undo allocations. Fixed Assets Allocations
Payables >>  reate cost budgets and transfer cost budget entries to
C
> Inventory Allocate different percentages of fixed asset transactions, such
> Warehouse actual entries. as acquisition cost and depreciation, to different departments 16 of 35

3
Management or projects by using allocation keys. Useful for when several

Manufacturing Cash Flow Forecast departments share a fixed asset.
> Basic Manufacturing
> Agile Manufacturing Cash Flow Forecast provides a prediction of how a company’s
Packaging of > Supply Planning liquidity—cash and other treasure positions—will evolve over Insurance
Functionality in > Capacity Planning time. It consists of two things—cash receipts and cash disburse-
Microsoft Dynamics Keep track of insurance coverage and annual insurance
Project Management ments—the money you expect to receive and the cash you premiums for your fixed assets and easily determine whether
NAV 2016
> Resources expect to pay out—plus the liquid funds you have available. your assets are under-insured or over-insured. You can attach
These elements together show you a direct cash flow forecast. each asset to one or more insurance policies and also index
S ales, Marketing, and

4
Service Management insurance amounts.
> Sales and Marketing
> Service Management
> Workflow Maintenance
> E-services
> Document Record maintenance and service expenses for each fixed asset.
Product Capabilities Management Get the detailed information you need to analyze and make
in Microsoft Dynamics
decisions about the renewal and disposal of fixed assets.
NAV 2016 Power BI Content Pack

Human Resources
Management (HRM)

5

Clients and Usability

Languages

Configuration and
Development
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Reclassification Basic Dimensions
1 Reclassify a fixed asset or part of a fixed asset—for example,
from one department to another. You can split one fixed asset
Add two additional dimensions to the general ledger and to any
of the other ledgers in Microsoft Dynamics NAV for greater
into several fixed assets, or combine several fixed assets into flexibility when working with analytical tools. You can give the
one fixed asset. When you need to dispose of one part of a fixed two dimensions the names that are most appropriate for your
asset, you can split it into two assets and then dispose of the business and assign dimension codes to each transaction that
Microsoft Dynamics
appropriate one. involves a general ledger account, customer, vendor, fixed asset,
NAV
resource, job, or inventory item. In addition, you can define
Financial Management default dimension values and rules for the default values for all
> General Advanced Dimensions account types (general ledger, customer, vendor, item, and so

2 > Fixed Assets

> Cash Management
Advanced Dimensions provides unlimited dimensions for use
in transactions in all ledgers. You can name all the dimensions
on) to help you easily add dimensions to all transactions.
This module can be used in companies that, for example, have
Supply Chain according to what is most appropriate for your business. In several projects, regions, or profit centers.
Management (SCM) addition to an unlimited number of dimensions, this module
> Sales and Receivables You can also use it to:
> Sales Tax
includes advanced dimensions functionality that enables you
How to Buy Microsoft to set up rules for how to combine dimensions and dimension >>  losely analyze projects in companies that work with
C
> Purchase and
Dynamics NAV 2016 Payables values. This helps you control the use of dimensions and increas- projects across departments and functions.
> Inventory es the reliability of output based on dimensions. >>  enerate a statement of operations for a company car
G
> Warehouse 17 of 35
account, where the individual automobiles are set up as

3
Management You can also:
projects.
Manufacturing >> S et up rules for prioritization of default values and define
> Basic Manufacturing dimension rules to fit your specific business. >> E stablish a single account for all company cars, even
> Agile Manufacturing though a detailed statement per car is called for.
Packaging of > Supply Planning >> S et up and use analysis views to analyze general ledger
Functionality in transactions per dimension and combine dimensions as >>  rint a balance for a given department or project or for
P
> Capacity Planning
Microsoft Dynamics you want. combinations of the two.
NAV 2016 Project Management
> Resources >> Include budget information in analysis views, which is an
advanced way of analyzing data using dimensions. Unlimited Companies
S ales, Marketing, and

4
Service Management >>  ombine analysis of dimensions with the use of account
C Provide competitive pricing if your business needs more than
> Sales and Marketing schedules. one company.
> Service Management
> Workflow
> E-services
> Document
Product Capabilities Management
in Microsoft Dynamics
NAV 2016 Power BI Content Pack

Human Resources
Management (HRM)

5

Clients and Usability

Languages

Configuration and
Development
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Multiple Currencies Cash Management
1 Manage multiple currencies throughout the system, including
payables and receivables, general ledger reports, resource and Bank Account Management
inventory items, and bank accounts (when integrated with the
Create, operate and manage multiple bank accounts for catering
Cash Management features). With Multiple Currencies, you can:
to your diverse business needs and across different currencies.
Microsoft Dynamics >> E nter exchange rates and convert currency in full
NAV compliance with euro legislation (including “triangulation”)
in the European Monetary Union (EMU) countries. Electronic Payments and Direct Debits
Financial Management Triangulation is the required method of currency
> General Create payment proposals based on vendor documents and

2 > Fixed Assets

conversion during the transitional period of the euro. generate bank payment files in ISO20022/SEPA format or use
> Cash Management >>  erform currency conversion according to exchange rates
P the Bank Data Conversion Service for generating the appropriate
that are stored and maintained in the exchange rate table. electronic payment file for your bank. Easily keep track of the
Supply Chain
Management (SCM) >> S et up a currency in the exchange rate table and specify payment export history for your electronic payments and
> Sales and Receivables
the format so that amounts will always be shown in the recreate a payment file whenever needed. Apply payments
> Sales Tax comes with simple streamlined process to mark and process the
How to Buy Microsoft correct format on all forms and reports throughout the
> Purchase and
Dynamics NAV 2016 Payables system. desired transactions.
> Inventory Create direct debit collections to get the money directly from
> Warehouse >> E nter exchange rates for a date or for a period in the 18 of 35
your customer’s bank account and generate a bank direct debit

3
Management exchange rate table.
file in ISO20022/SEPA format.
Manufacturing >>  alculate the exchange rate associated with the date on
C
> Basic Manufacturing the transaction for each conversion of a currency amount
Packaging of
> Agile Manufacturing to a local amount.  econciliation of Incoming and
R
Functionality in
> Supply Planning
> Capacity Planning >> Save historical exchange rates in the exchange rate table to
Outgoing Bank Transactions
Microsoft Dynamics Import bank transaction data from electronic files sent from
Project Management
>> keep track of fluctuations over a period of time.
NAV 2016 your bank in ISO20022/SEPA format—or use the Bank Data
> Resources >>  ransact business in any number of currencies for any
T Conversion Service for other file types. Apply the bank
S ales, Marketing, and
customer and vendor. For example, companies can issue transactions automatically to open customer and vendor

4
Service Management an invoice in one currency and accept payment for that ledger entries and create your own mapping rules. Review the
> Sales and Marketing invoice in a different currency. proposed applications and account mappings in an easy and in-
> Service Management
> Workflow >> Manage currency conversion dynamically and help ensure tuitive way. It is possible to modify the algo algorithm behind the
> E-services record matching is possible by modifying, removing or adding
>> efficient processing of exchange rate updates.
Product Capabilities
> Document rules.
Management >> S tore details of transactions involving receivables and
in Microsoft Dynamics
payables in local and foreign currencies so that aging and
NAV 2016 Power BI Content Pack
reports for receivables and payables can be printed in local Bank Account Reconciliation
Human Resources or foreign currency. Import bank statement data from electronic files sent from
Management (HRM)
>>  se the Exchange Rate Adjustment option to adjust
U you bank in ISO20022/SEPA format—or use the Bank Data

5

Clients and Usability receivables and payables and post unrealized gains/losses Conversion Service for other file types. Reconcile your bank
to the general ledger. statement data automatically to open bank account ledger
Languages entries and keep track of all bank statements.
Configuration and
Development
> Application Objects
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Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Check Writing Calendars
1 Generate Computer printed checks with a unique number series
for each bank account. You can specify on the payment journal
Set up calendars with working and non-working days. Assign
a base calendar to customers, vendors, locations, companies,
line whether you want this payment to be made with a computer shipping agent services, and the service management setup—
or a manual check. This assists internal control by ensuring and make changes to each as necessary. Calendar entries will
that the computer check is actually printed before posting be used in date calculations on sales orders, purchase orders,
Microsoft Dynamics
the payment. Check printing comes with flexible user options, transfer orders, production orders, service orders, and requisition
NAV
such as voiding a check, reprinting, using check forms with and planning worksheets.
Financial Management preprinted stubs, testing before printing, and also the possibility
> General to consolidate payments for a vendor into a single check.

2 > Fixed Assets

> Cash Management

Supply Chain
Campaign Pricing
Work with sales prices and sales line discounts connected
with specific campaigns. After you have activated the prices/
Management (SCM) discounts, any customer or contact related to a company
> Sales and Receivables SUPPLY CHAIN MANAGEMENT (SCM) currently in a segment associated with a given campaign can
> Sales Tax
How to Buy Microsoft access the price/discount associated with that campaign. Prices
> Purchase and
Dynamics NAV 2016 Payables
> Inventory Sales and Receivables are valid for the life of the campaign or until you decide to
deactivate them. When you create a sales document or service
> Warehouse 19 of 35
order, the campaign price/discount is included among the

3
Management
Alternative Ship -Tos pricing reductions available when Microsoft Dynamics NAV
Manufacturing
Set up multiple ship-to addresses to accommodate customers chooses the price to retrieve on the line.
> Basic Manufacturing
> Agile Manufacturing that in addition to a main business address have more than one
Packaging of
Functionality in
> Supply Planning
> Capacity Planning
site to which order can be shipped. These additional locations Order Promising
can then be selected by the order processor when creating a
Microsoft Dynamics Promise accurate order shipment and delivery dates to
Project Management sales order or invoice.
NAV 2016 customers based on an item’s current and future availability.
> Resources
When items are not available to meet a customer’s requested
S ales, Marketing, and Basic Receivables delivery date, calculate the earliest shipment date as either

4
Service Management an available-to-promise date that is based on upcoming
> Sales and Marketing Set up and maintain the customer table. Post sales transactions
> Service Management in journals and manage receivables; register customers and uncommitted supply or a capable-to-promise date—a date
> Workflow manage receivables using general journals. Together with when items can become available should they be replenished.
> E-services
> Document
Multiple Currencies, this module can post sales transactions and
Product Capabilities
in Microsoft Dynamics
Management manage receivables in multiple currencies for each customer. Sales Invoicing
Basic Receivables is integrated with Basic General Ledger and
NAV 2016 Power BI Content Pack Set up, post, and print customer invoices and sales credit
Inventory and is required for the configuration of all other Sales
memos. This module is fully integrated with General Ledger
Human Resources and Receivables module. Sales Invoicing is also frequently used
and Inventory.
Management (HRM) with this module.

5

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Content
Use the Sales Order Management module to:
Sales Invoice Discounts
1 Calculate invoice discounts automatically. Set up any number of
invoice discount terms, including a certain minimum amount,
>>
>>
Manage partial shipments.
Ship and invoice separately.
discount percentage, and/or a service charge. The discount is >> Create prepayment invoices for the sales order.
calculated on the individual item lines and becomes part of the
>>  se quotes and blanket orders in the sales phase.
U
net sum of the invoice. Calculations can be done in both local
Microsoft Dynamics (Quotes and blanket orders do not affect inventory figures.)
and foreign currencies.
NAV
Financial Management
Sales Line Discounting Sales Return Order Management
> General

2 > Fixed Assets This module enables you to create a sales return order, so you
Manage flexible item price discount structures that differentiate
> Cash Management can compensate a customer for wrong or damaged items. Items
between special agreements with individual customers and
can be received against the sales return order. Create a partial
Supply Chain customer groups, and are conditioned by such parameters
Management (SCM) return receipt or combine return receipts on one credit memo.
as minimum quantity, unit of measure, currency, item variant
> Sales and Receivables Link sales return orders with replacement sales orders.
and time period. The best unit price, as based on the highest
> Sales Tax
How to Buy Microsoft discount, unit price is calculated for the sales line when the order
> Purchase and
Dynamics NAV 2016 Payables details meet the conditions specified in the sales line discounts Shipping Agents
> Inventory table.
> Warehouse Set up multiple shipping agents (for example, UPS, DHL, external 20 of 35

3
Management carriers, or your own carrier) and relate their services (express,

Manufacturing Sales Line Pricing overnight, standard) with shipping time. Associate default
> Basic Manufacturing shipping agents and their services with individual customers
Manage flexible item price structures that differentiate between
> Agile Manufacturing or specify those details on sales orders and transfer orders to
Packaging of > Supply Planning special agreements with individual customers and customer
improve accuracy of order promising.
Functionality in > Capacity Planning groups, and are conditioned by such parameters as minimum
Microsoft Dynamics quantity, unit of measure, currency, item variant and time period.
NAV 2016 Project Management
The best, that is, the lowest, unit price is brought to the sales line
> Resources
when the order details meet the conditions specified in the sales
S ales, Marketing, and prices table. Make updates and changes to the price agreements Sales Tax
4
Service Management as recorded in the sales prices table by using the sales price
> Sales and Marketing
> Service Management
worksheet. Sales Tax
> Workflow
> E-services Calculate Sales Tax and set up individual tax areas for each
Product Capabilities
> Document Sales Order Management customer and vendor. Also enables you to calculate the use tax
Management on the tax. Sales tax can also be calculated from the general
in Microsoft Dynamics Manage sales quotes, blanket sales orders, and sales order
NAV 2016 Power BI Content Pack processes. Setting up an invoice directly differs from setting up a journal lines. Please check your local pricelist for availability
sales order in which the quantity available is adjusted as soon as
Human Resources an amount is entered on a sales order line. Quantity available is
Management (HRM)
not affected by an invoice until the invoice is posted.

5

Clients and Usability

Languages

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Development
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Content
Purchase and Payables Purchase Line Discounting
1 Alternative Order Addresses
Manage multiple item purchase price discounts that you have
negotiated with individual vendors as based on such parameters
as minimum quantity, unit of measure, currency, item variant and
Set up multiple addresses to manage orders from vendors that
time period. The best, as based on the highest discount, unit cost
in addition to a main business address have more than one site
is calculated for the purchase line when the order details meet
Microsoft Dynamics from which they ship orders. These additional locations can then
the conditions specified in the purchase line discounts table.
NAV be selected by the purchasing agent when creating a purchase
order or invoice.
Financial Management
> General Purchase Invoice Discounts
2 > Fixed Assets
> Cash Management

Supply Chain
Basic Payables
Set up and maintain a vendor table, post purchase transactions
Calculate invoice discounts automatically. The discount can differ
from vendor to vendor with different minimum amounts (also in
different currencies) and different rates, depending on the size of
Management (SCM) in journals, and manage payables. Includes the vendor table and
the invoice. The discount is calculated on the individual item lines
> Sales and Receivables enables you to generate vendor ledger entries using general
and becomes part of the net sum of the invoice.
How to Buy Microsoft > Sales Tax journals. Use this together with the Multiple Currencies module
> Purchase and
Dynamics NAV 2016 to post purchase transactions and manage payables in multiple
Payables
> Inventory currencies for each vendor. This module is always used if your Purchase Line Pricing
> Warehouse solution requires a vendor table. It is integrated with General 21 of 35
Manage multiple item purchase prices that you have negotiated

3
Management Ledger and Inventory and it is required for the configuration of
with individual vendors as based on such parameters as
all other Purchase and Payables module. Purchase Invoicing is
Manufacturing minimum quantity, unit of measure, currency, item variant and
> Basic Manufacturing also frequently used with this module.
time period. The best, that is the lowest, unit cost is brought to
> Agile Manufacturing
Packaging of > Supply Planning the purchase line when the order details meet the conditions
Functionality in > Capacity Planning Drop Shipments specified in the purchase prices table.
Microsoft Dynamics
NAV 2016 Project Management Handle order shipments directly from the vendor to the customer
> Resources without having to physically stock items in your inventory while Purchase Order Management
still keeping track of order costs and profit. The drop shipment
S ales, Marketing, and Manage purchase quotes, blanket orders, and purchase order

4
Service Management process is facilitated through the automatic linking of sales and
processes. Creating a purchase order differs from creating a
> Sales and Marketing purchase orders that control the built-in sequence of posting tasks.
purchase invoice directly. The quantity available is adjusted as
> Service Management
> Workflow soon as an amount is entered on a purchase order line, but it is
> E-services
> Document
Purchase Invoicing not affected by a purchase invoice until the invoice is posted.
Product Capabilities Management Set up, post, and print purchase invoices and purchase credit Use this module to:
in Microsoft Dynamics
memos. This module is integrated with General Ledger and >> Manage partial receipts.
NAV 2016 Power BI Content Pack
Inventory.
>>  eceive and invoice separately and create prepayment
R
Human Resources invoices for the purchase order.
Management (HRM)

5
>>  se quotes and blanket orders in the purchase phase.
U
Clients and Usability (Quotes and blanket orders do not affect inventory figures.)
Languages

Configuration and
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Microsoft Dynamics NAV Starter Pack Extended Pack

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You can:
Purchase Return Order Management
1 Create a purchase return order in order to compensate your own
company for wrong or damaged items. Items can then be picked
>>  resent figures in both amounts and quantities and
P
compare by periods as well as against budget. When the
figures are put in a formula, they can become an indicator
from the purchase return order. You can set up partial return
of the company’s performance.
shipments or combine return shipments in one credit memo and
link purchase return orders with replacement purchase orders. >> Drill down to locate the cause of problems.
Microsoft Dynamics
NAV >>  iew sales dynamics; analyze inventory turnover; evaluate
V
customers’ buying behavior; spot trends; reconsider
Financial Management
Requisition Management product offerings, prices, and vendors; and make informed
> General Automate the supply planning process by using the Requisition

2
business decisions.
> Fixed Assets Worksheet. Generate optimal suggestions for replenishing
> Cash Management
inventory through purchases and transfers based on the item’s
Supply Chain current and future demand and availability, as well as a variety of Alternative Vendors
Management (SCM) planning parameters, such as minimum and maximum quantities Manage purchase of the same item from several different
> Sales and Receivables
and reorder quantities. Display a graphical overview of the vendors. Set up alternative vendors for an item, specify typical
> Sales Tax
How to Buy Microsoft planning impact and allow the user to change the plan using a
> Purchase and lead times used by a specific vendor to deliver that item, and
Dynamics NAV 2016 Payables drag-and-drop operation, prior to executing the plan. associate price and discount agreements for that item with each
> Inventory
> Warehouse Alternatively, use Order Planning—a simplified supply planning vendor. 22 of 35

3
Management tool that enables you to plan supply for all types of demand in an
order-by-order fashion, with no considerations for optimization.
Manufacturing Basic Inventory
> Basic Manufacturing
> Agile Manufacturing Set up items that you carry in your stock and specify their unit of
Packaging of > Supply Planning measures, costing method, inventory posting group, unit cost
Functionality in
Microsoft Dynamics
> Capacity Planning
Inventory and price and other properties. Post item transactions, such as
sales, purchase, and negative and positive adjustments from item
NAV 2016 Project Management
> Resources journals. Quantity and cost records of the posted transactions
Analysis Reports are stored in the inventory ledger that is the basis for inventory
S ales, Marketing, and valuation and other costing calculations.

4
Service Management Provide company decision-makers, especially those with
> Sales and Marketing overall responsibility for sales, purchases, and product Integrated with General Ledger and with the posting processes
> Service Management portfolio management, with an efficient and flexible way to in Sales and Receivables and Purchase and Payables, this module
> Workflow
get meaningful information out of the system to inform day- is required for the configuration of all other Inventory modules.
> E-services
> Document to-day decisions. Built on item entries, this module provides
Product Capabilities Management a customizable, analytic view that enables people to add and
in Microsoft Dynamics
combine analysis objects—customers, items, and vendors— Bin
NAV 2016 Power BI Content Pack
according to their needs. Organize your warehouse by assigning items to bins, the smallest
Human Resources unit in the warehouse logical structure. Bin assignment is done as
Management (HRM) according to the item journals or directly on the document lines

5
(does not apply to order lines).
Clients and Usability

Languages

Configuration and
Development
> Application Objects
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Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Cycle Counting Item Tracking
1 Manage cycle counting, a basic method of verifying inventory
record data used to maintain and increase inventory accuracy.
Manage and track serial and lot numbers. Assign serial or
lot numbers manually or automatically, and receive and ship
Set up cycle counting on the item or SKU level. multiple quantities with serial/lot numbers from a single order
line entry.

Microsoft Dynamics Item Budgets

NAV
Make sales and purchase budgets on the customer, vendor, Assembly Management
Financial Management and item levels, and in both amounts and quantities. Prepare Specify a list of sellable items, raw materials, subassemblies and/
> General and record a sales budget that can serve as input to decision- or resources as an Assembly Bill of Materials that comprises a

2 > Fixed Assets

> Cash Management

Supply Chain
makers in other operational areas, such as purchasing and
logistics. Decision-makers gain information about future
expected demand that they can use for business discussions with
finished item or a kit. Use assembly orders to replenish assembly
items, to stock or capture the customer’s special requirements
to the kit’s bill of materials directly from the sales quote, blanket,
Management (SCM) the customers. After budgets are made, track the actual sales and order line in the assembly-to-order processes.
> Sales and Receivables
performance by means of calculating the variance. The ability to
> Sales Tax
How to Buy Microsoft move budgeted figures between the system and Excel provides
Dynamics NAV 2016
> Purchase and
Payables additional flexibility to the budgeting process. Location Transfers
> Inventory Track inventory as it is moved from one location to another
> Warehouse 23 of 35
and account for the value of inventory in transit and at various
Item Charges
3
Management
locations.
Manufacturing Manage item charges. Include the value of additional cost
> Basic Manufacturing components such as freight or insurance into the unit cost or unit
Packaging of
> Agile Manufacturing
price of an item. Multiple Locations
> Supply Planning
Functionality in > Capacity Planning Manage inventory in multiple locations that may represent a
Microsoft Dynamics production plant, distribution centers, warehouses, show rooms,
NAV 2016 Project Management Item Cross References retail outlets and service cars.
> Resources
Quickly and precisely identify the items a customer is ordering on
S ales, Marketing, and the basis of item numbers other than your own. Cross-reference
Nonstock Items
4
Service Management information from customers, vendors, and manufacturers, as
> Sales and Marketing
well as generic numbers, universal product codes (UPCs), and Offer items to customers that are not part of your regular
> Service Management
> Workflow European article numbers (EANs) that can be stored and easily inventory but that you can order from the vendor or
> E-services accessed. manufacturer on a one-off basis. Such items are registered as
> Document nonstock items but otherwise are treated like any other item.
Product Capabilities Management
in Microsoft Dynamics
NAV 2016
Item Substitutions
Power BI Content Pack
Link items with the same or similar characteristics so that if Pick
Human Resources a customer orders an item that is unavailable, you can offer Enable warehouse workers to create a pick from the released
Management (HRM)
substitute items and avoid losing the sale. Or, provide an extra order. Pick is managed from a separate user interface when

5

Clients and Usability service to your customer by offering lower-cost alternatives. shipping items in an order-by-order environment.

Languages

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Development
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Put Away Warehouse Management
1 Enable warehouse workers to create a put away from the
released order. Put Away is managed from a separate Automated Data Capture System (ADCS)
user interface when receiving items in an order-by-order
Capture data automatically. Keep data accurate, even in a
environment.
hectic environment. ADCS supports some of the workflows in
Microsoft Dynamics the Warehouse Management Systems module that enables
NAV Standard Cost Worksheet warehouse automation.
Financial Management Efficiently review and update standard costs with this worksheet.
> General The Standard Cost Worksheet provides a company’s controllers Bin Setup
2 > Fixed Assets
> Cash Management

Supply Chain
with a reliable and efficient way to maintain accurate and up-
to-date inventory costs. Work with standard cost updates the
same way you work with an Excel spreadsheet but within the
Easily set up and maintain your bins by defining both the layout
of your warehouse and dimensions of your racks, columns,
Management (SCM) and shelves; set up and maintain your planning parameters by
framework of Microsoft Dynamics NAV. Because it provides
> Sales and Receivables defining the limitations and characteristics of each bin.
an overview of the current standard costs, the worksheet is
> Sales Tax
How to Buy Microsoft a convenient place to prepare for a cost update without the
> Purchase and
Dynamics NAV 2016 Payables changes having an immediate effect in the system. Internal Picks and Put-Aways
> Inventory
> Warehouse Create pick and put-away orders for internal purposes, without 24 of 35
Stock-Keeping Units
3
Management using a source document (such as a purchase order or a

sales order). For example, pick items for testing or put away
Manufacturing Manage stock-keeping units (SKUs). Identical items with the same
> Basic Manufacturing production output.
item number can be stored in different locations and managed
> Agile Manufacturing
Packaging of > Supply Planning individually at each location. Add cost prices, replenishment,
Functionality in > Capacity Planning manufacturing information, and so on, based on the location. Warehouse Management Systems
Microsoft Dynamics
NAV 2016 Project Management Manage items on a bin level. Receive and put away items in a
> Resources Warehouse Receipt bin; pick items from a bin according to a put-away template;
and pick items based on the zone and bin ranking. Move items
S ales, Marketing, and Enable warehouse workers to create a put-away from the receipt.

4
Service Management between bins using a report for optimizing the space usage
Warehouse Receipt is managed from a separate user interface
> Sales and Marketing and the picking process, or move items manually. Warehouse
when receiving items in a multi-order environment.
> Service Management instruction documents are created for the pick and put-away
> Workflow
process, which can be carried out for sales, purchases, transfers,
> E-services
Product Capabilities
> Document Warehouse Shipment returns, and production orders. Service orders are not included.
Management
in Microsoft Dynamics Enable warehouse workers to create a pick from the shipment.
NAV 2016 Power BI Content Pack Warehouse Shipment is managed from a separate user interface
when shipping items in a multi-order environment.
Human Resources
Management (HRM)

5

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Microsoft Dynamics NAV Starter Pack Extended Pack

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MANUFACTURING Supply Planning
1 Basic Manufacturing Basic Supply Planning
Plan material requirements based on demand with support
for master production scheduling and materials requirements
Microsoft Dynamics
Production Bill of Materials planning. Basic Supply Planning includes:
NAV Create bills of materials and calculate standard costs. Required
>> Automatic production orders and purchase orders.
for the configuration of all other Manufacturing modules.
Financial Management >>  ction messages for fast and easy balancing of supply and
A
> General

2
demand.
> Fixed Assets
> Cash Management
Production Orders >> S upport for bucket-less and bucketed material
Create and manage production orders, and post consumption requirements planning.
Supply Chain
and output to the production orders. After you have created a
Management (SCM) >>  he Setup for items with their own reordering policy,
T
> Sales and Receivables production order, you can calculate net requirements based on
including registration of whether they are manufactured by
How to Buy Microsoft > Sales Tax that production order. The Production Orders module includes
> Purchase and
or purchased from a third party.
Dynamics NAV 2016 a manual supply planning tool as an alternative to automatic
Payables
> Inventory
planning. The Order Planning window provides the visibility and
> Warehouse tools you need to manually plan for demand from sales lines and Demand Forecasting 25 of 35

3
Management then to create different types of supply orders directly. Manage demand forecasting based on items. Input demand

Manufacturing (sales) forecasts for products and components in a more
> Basic Manufacturing convenient way (daily, monthly, quarterly). This data allows the
> Agile Manufacturing
Packaging of system to plan and create production and purchase orders
Functionality in
> Supply Planning
> Capacity Planning
Agile Manufacturing taking into consideration the demand forecast together with
Microsoft Dynamics the level of available inventory and parameters of requirement
NAV 2016 Project Management planning.
> Resources Agile Manufacturing
S ales, Marketing, and
This module enables you to run the Agile Manufacturing, Supply

4
Service Management Planning, and Capacity Planning modules.
> Sales and Marketing
> Service Management
Capacity Planning
> Workflow Version Management
> E-services
> Document Create and manage different versions of the manufacturing Basic Capacity Planning
Product Capabilities Management bill of materials and routings. You must purchase the Basic Add capacities (work centers) to the manufacturing process. Set
in Microsoft Dynamics
Capacity Planning module before you can set up multiple up routings and use these routings on production orders and in
NAV 2016 Power BI Content Pack
versions of routings. material requirements planning. View loads and the task list for
Human Resources the capacities.
Management (HRM)

5

Clients and Usability

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Development
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Microsoft Dynamics NAV Starter Pack Extended Pack

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Finite Loading Capacity Management
1 Manage finite loading of capacity-constraint resources. Taking
capacity constraints into account so that no more work is assigned
Plan capacity and sales, and manage usage statistics and
profitability of resources. Create your plan in a calendar system
to a work center than the capacities can be expected to execute with the required level of detail and for the period of time that
during a given time period. This is a simple tool without any you need. Also monitor resource usage and get a complete
optimization. Used with the Order Promising module, Finite overview of your capacity for each resource with information
Microsoft Dynamics
Loading also enables the system to calculate capable-to-promise about availability and planned costs on orders and quotes.
NAV
(CTP).
Financial Management
> General Multiple Costs
2 > Fixed Assets
> Cash Management

Supply Chain
Machine Centers
Add machine centers as capacities to the manufacturing process.
Machine centers are designed to help you manage capacity of a
Manage alternative costs for resources and resource groups. The
costs can be fixed or based on an additional percentage or an
additional fixed charge. Define as many work types as you need.
Management (SCM) single machine/producing resource. With machine centers, you
> Sales and Receivables
can plan/manage capacity on several levels: on a more detailed
How to Buy Microsoft > Sales Tax
> Purchase and level for machine centers and on a consolidated level for work Jobs
Dynamics NAV 2016 Payables centers. Machine centers allow users to store more default Keep track of usage on jobs and data for invoicing the customer.
> Inventory information about manufacturing processes, such as setup time Manage both fixed-price jobs and time-and-materials jobs. You
> Warehouse 26 of 35
or default scrap percentage. can also:

3
Management
>>  reate a plan for a job with multiple tasks and task
C
Manufacturing
groupings. Each task can have a budget and can be done
> Basic Manufacturing
> Agile Manufacturing for whatever period of time you need.
Packaging of
Functionality in
> Supply Planning
> Capacity Planning
PROJECT MANAGEMENT >>  opy a budget from one job to another and set up a
C
Microsoft Dynamics job-specific price list for charging of items, resources, and
NAV 2016 Project Management general ledger account expenses to the job’s customer.
> Resources Resources >>  iew suggested Work in Progress and Recognition postings
V
S ales, Marketing, and for a job.

4 Basic Resources
Service Management
> Sales and Marketing >>  lan and invoice the job in a currency other than the local
P
> Service Management Keep track of resources and prices. Register and sell resources, currency using Jobs together with Multiple Currencies.
> Workflow combine related resources into one resource group, or track
> E-services
>>  ssign a specific job to a specific customer and invoice the
A
> Document
individual resources. Divide resources into labor and equipment job completely or partially using Jobs together with Sales
Product Capabilities and allocate resources to a specific job in a time schedule.
Management Invoicing.
in Microsoft Dynamics
NAV 2016 Power BI Content Pack

Human Resources
Time Sheet
Management (HRM) Time Sheet is a simple and flexible solution for time registration

5

with manager approval. Time Sheet provides integration to the
Clients and Usability
Service, Jobs, and Basic Resources modules.
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Development
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SALES, MARKETING, AND SERVICE Interaction /Document Management
1 MANAGEMENT Record all the interactions that you have with your contacts—
for example, telephone calls, meetings, or letters. Attach
documents to interactions (Word, Excel, or .txt files). You can
also automatically record other interactions—for example, all

Microsoft Dynamics
Sales and Marketing Microsoft Dynamics NAV documents that you send to your
contacts, such as sales orders or quotes, can be logged and
NAV
retrieved at a later time. By using TAPI (Telephony Application
Financial Management
Campaign Management Programming Interface) compliant telecom devices, you can call
> General Organize campaigns based on segments of your contacts that a contact by clicking a button on the electronic contact card.

2 > Fixed Assets

> Cash Management
you define. Define segments based on specific criteria, such
as sales, contact profiles, and interactions, and reuse existing
Mail Logging for Microsoft Exchange Server
Supply Chain segments or segmentation criteria. Use the Merge feature in
Management (SCM) Word (or send other file formats) to communicate with the Log all email correspondence. Log inbound and outbound email
> Sales and Receivables
contacts in your segment. To send a document to people of messages sent through Microsoft Dynamics NAV or Microsoft
> Sales Tax
How to Buy Microsoft different nationalities in their native language, use Campaign Outlook®, and set up the program to log automatically or
> Purchase and
Dynamics NAV 2016 Payables Management with Interaction/Document Management. manually in Microsoft Dynamics NAV. The solution is server-based
> Inventory and requires Microsoft Exchange Server (please refer to the
> Warehouse 27 of 35
Microsoft Dynamics NAV software requirements) in order for you

3
Management

Contact Classification to keep email messages in their natural environment to ease
Manufacturing Sort your contacts into categories, and automatically classify administration.
> Basic Manufacturing
your customers based on criteria you specify. For example, you
> Agile Manufacturing
Packaging of can see the program group contacts in terms of revenue. Use
Functionality in
> Supply Planning
> Capacity Planning this information to target contacts for your campaigns. Divide
Opportunity Management
Microsoft Dynamics your customers into ABC segments and even use this module for Keep track of sales opportunities. Section your sales processes
NAV 2016 Project Management
rating (assign the weights of two questions to identify the value into different stages, and use this information to get an overview
> Resources
of a third question). of and manage your sales opportunities.
S ales, Marketing, and

4
Service Management
> Sales and Marketing Contact Management Outlook Client Integration
> Service Management
> Workflow Maintain an overview of your contacts, and personalize your Synchronize your to-do items and your contacts in Microsoft
> E-services approach to them. Record your contact information for all Dynamics NAV with meetings, tasks, and contacts in Outlook.
> Document business relationships. This module is tightly integrated with the Create, update, cancel, and delete in one program and, at a
Product Capabilities Management
in Microsoft Dynamics Sales and Receivables application area. You can also: specific time, synchronize from within Outlook. You can also
NAV 2016 Power BI Content Pack customize synchronization by adding fields or adding new
>> Specify the individual people related to each contact.
entities to be synchronized.
Human Resources >>  an automatic alert if you enter contact information that
Get
Management (HRM) already exists with the duplicate check function.

5 Task Management

Clients and Usability >>  et a precise view of prospects and customers by
G
categorizing your contacts based on profiling questions. Organize the tasks related to your sales and marketing activities.
Languages
Create to-do lists for yourself and assign tasks to other users or
>> Issue quotes to prospects or create sales documents for
Configuration and teams of users. Automatically create recurring to-do items and
specific contacts if you have Sales Order Management.
Development activities consisting of several to-do items.
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Microsoft Dynamics CRM integration Service Contract Management
1 Enabling integration between Microsoft Dynamics NAV and
Microsoft Dynamics CRM allows for a more efficient lead-to-cash
Set up an agreement with the customer concerning the service
level to be delivered. With this module, you can:
process and enables users to make more informed decisions >>  aintain information on contract history, contract renewal,
M
without switching products. Efficiency is gained by ensuring tight and contract templates.
integration between accounts and customers, and adding cross-
Microsoft Dynamics >> Manage warranty details on service items and spare parts.
product features for the lead-to-cash flow.
NAV
Specifically, now it is possible to: >>  ecord details on service levels, response times, and discount
R
Financial Management levels, as well as on the service history of each contract,
> General 1. Couple and synchronize Customer, Contacts, and other including used service items and parts and labor hours.

2 > Fixed Assets

> Cash Management

Supply Chain
2.
data between the two systems.
Create a Microsoft Dynamics NAV pricelist in CRM.
>>
>>
Measure contract profitability.
Generate contract quotes.
3. View Microsoft Dynamics CRM Opportunities/Quotes, and
Management (SCM)
Cases from within Microsoft Dynamics NAV. It is recommended that you also use the Service Order
> Sales and Receivables
Management and Service Item Management modules.
> Sales Tax 4. View Microsoft Dynamics NAV customer statistics data in
How to Buy Microsoft
> Purchase and
Dynamics NAV 2016 Payables
Microsoft Dynamics CRM.
> Inventory 5. Navigate between the two systems. Service Item Management
> Warehouse 28 of 35
6. Move CRM Sales Orders to Microsoft Dynamics NAV and Record and keep track of all your service items, including contract

3
Management
update the information in Microsoft Dynamics CRM. information, component management, and BOM reference and
Manufacturing warranty information. Use the Trendscape Analysis feature to
> Basic Manufacturing view key performance indicators on the service item in a given
> Agile Manufacturing
Packaging of > Supply Planning
time frame.
Functionality in
Microsoft Dynamics
> Capacity Planning
Service Management
NAV 2016 Project Management Service Order Management
> Resources
Planning and Dispatching Register your after-sales issues including service requests,
S ales, Marketing, and services due, service orders, and repair requests. Service

4
Assign personnel to work orders and log details such as work
Service Management requests can be initiated by the customer or created
> Sales and Marketing order handling and work order status. For dispatching, manage
automatically according to the terms in your service agreement.
> Service Management service personnel and field technician information, and filter
> Workflow Data can be entered in the service orders by a call center
according to availability, skills, and stock items. Gain an overview
> E-services employee or by your repair shop. You can also use this module
> Document of service task prioritization, service loads, and task escalations.
Product Capabilities to register impromptu or one-off service orders.
Management
in Microsoft Dynamics Register and manage equipment loaned to customers. Get a
NAV 2016 Power BI Content Pack complete history of your service orders and service order quotes
through the Service Order Log.
Human Resources
Management (HRM)

5

Clients and Usability

Languages

Configuration and
Development
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Service Price Management Sales & Marketing
1 Set up, maintain, and monitor your service prices. Set up price
groups based on different criteria—such as the service item
Out of the box, Dynamics NAV 2016 supports sales document
and customer approval workflows that enable users to submit
(or several item groups), the service task involved, or the type sales documents and customer verification, for approval according
of fault—for a limited period of time, or for a specific customer to a predefined hierarchy of approval managers. The approvals
or currency. Define price calculation structures that include all can be done with accounting manager or another similar significant
Microsoft Dynamics
parameters involved in providing service—for example, the role in your company. In this way, you can have workflows that
NAV
parts used, the different work types, and the service charges. need approval when sales discounts exceed a limit and need
Financial Management The system automatically assigns the correct price structure to approval by sales managers, or you can have notifications sent
> General the service orders that match the service price group criteria. You to account managers when new customers are created in a

2 > Fixed Assets

> Cash Management

Supply Chain
can also assign fixed prices, minimum prices, or maximum prices
to service price groups and view statistics about the profitability
of each service price group.
particular geography.

Management (SCM) Purchase and Integration

> Sales and Receivables
Microsoft Dynamics NAV 2016 integration with Optical Character
> Sales Tax
How to Buy Microsoft Recognition (OCR) services and purchase workflows go
> Purchase and
Dynamics NAV 2016 Payables
> Inventory
Workflow hand-in-hand. External invoices can be received, processed,
and generate payment lines with workflows. At any stage a user 29 of 35
> Warehouse
can change the conditions for automatically processing and have

3
Management
General documents sent for approval before processing if they exceed
Manufacturing Model real-life business processes such as best practices or limits or some other condition.
> Basic Manufacturing
> Agile Manufacturing industry-specific standards. For example, ensure a customer’s
Packaging of credit limit has been independently verified or require a two-
Functionality in
> Supply Planning
> Capacity Planning
Workflow groups and features
person approval for a significant vendor payment. Workflows
Microsoft Dynamics in Microsoft Dynamics NAV focus on three main building blocks >> Sales & Purchase Documents
NAV 2016 Project Management
> Resources and workflow processes, short or long, are likely to be comprised >> Sales & Marketing
of steps related to these three blocks, which are: >> Finance
S ales, Marketing, and

4
Service Management >>  pproval—leave a work task, item, or document in a
A >> Integration workflows
> Sales and Marketing blocked or unapproved state until approved by a suitable
> Service Management person in your organization. >> Administration
> Workflow
> E-services >>  otification—tell users that something has happened and/
N >> Job queue support for process automation
> Document or that they need to take some kind of action. >> Email and Microsoft Dynamics NAV Notes for notifications
Product Capabilities Management
in Microsoft Dynamics >>  rocess automation—execute a process routine and have
P >> Workflow designer
NAV 2016 Power BI Content Pack the Microsoft Dynamics NAV system calculate something or
perform an action.
Human Resources
Management (HRM) Along with approval, notification, and process automation,

5
workflows in events react to real parameters in your business.
Clients and Usability
Workflows can be triggered by credit limits, geographies, totals,
Languages individual owners, or any one of hundreds of other potential
conditions.
Configuration and
Development
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
E-services Currency exchange rates
1 Electronic Invoicing
Update currency exchange rates using third-party web services
that deliver exchange rates as XML files or streams. Updates can
be performed manually or automatically using the job queue
Send and receive electronic invoices and credit memos as either
functionality. Yahoo and European Central Bank (ECB) currency
files or using a document exchange service. Out-of-the-box,
feeds are supported out of the box, and other currency services
Microsoft Dynamics the PEPPOL format and the free Tradeshift document exchange
can be added mapping the data in the feed into the currency
NAV service are supported, but the architecture allows for adding
exchange rates setup, a task that can be done in the end user
additional formats or document exchange service software
Financial Management client without developer permissions.
> General
(requires partner customization).

2 > Fixed Assets

> Cash Management
In addition, a number of standards used in electronic document
exchange are now supported, including a Global Location
Supply Chain
Management (SCM)
Number (GLN) ID for customers and vendors, Global Trade Item
Number (GTIN) for items, and international codes on units of
Document Management
> Sales and Receivables measures, currencies, tax codes, tax schemes, and countries.
How to Buy Microsoft > Sales Tax
> Purchase and Furthermore, a new Document Sending Profile concept Incoming documents
Dynamics NAV 2016 Payables aggregates all tasks around sending documents, be it by email Scanned incoming paper as well as electronic documents can be
> Inventory message, print, or file and enables you to set up preferred
> Warehouse
send behavior defaults for a customer or vendor, or a group of
stored in Microsoft Dynamics NAV in Incoming Documents. From 30 of 35
here, they can be further processed into documents in Microsoft

3
Management
customers/vendors. Dynamics NAV. Links to the incoming document allow navigation
Manufacturing Received electronic documents are integrated into the document from any created document, posted document, or financial
> Basic Manufacturing
> Agile Manufacturing management features, that is, they are stored in Incoming transaction ledger entry in Microsoft Dynamics NAV.
Packaging of > Supply Planning Documents, along with PDF or scanned paper invoices, from From these locations, the linked original document(s) is
Functionality in > Capacity Planning which the user can create Purchase Invoices and Purchase Credit
Microsoft Dynamics accessible for viewing. It is also possible to find ledger entries
Memos, or General Journal Lines, and add text-to-account rules that do not have an attached incoming document, and attach an
NAV 2016 Project Management
> Resources to automatically default account rules based on the vendor or incoming document entry manually.
line data. Errors and warnings in connection with the conversion
S ales, Marketing, and are available for the incoming document, and links to the Paper documents can be scanned and added manually to the

4
Service Management
document enables navigation from any created document, incoming documents, or captured using a phone or tablet with
> Sales and Marketing the Microsoft Dynamics NAV app or, for example, Office Lens.
> Service Management posted document, or ledger entry in Microsoft Dynamics NAV.
> Workflow
> E-services
Using a free Tradeshift account, documents can be sent to
> Document and received from other parties on the Tradeshift network,
Product Capabilities Management and delivery status as well as activity logging is available inside
in Microsoft Dynamics
Microsoft Dynamics NAV for the document exchange service
NAV 2016 Power BI Content Pack
interaction.
Human Resources Workflow can be added to automatically process any
Management (HRM)
incoming electronic document, for example, from creating the

5

Clients and Usability corresponding draft purchase document in Microsoft Dynamics
NAV to posting it and creating payment lines depending on
Languages
workflow conditions, such as per vendor and/or amount.
Configuration and
Development
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
finance. The dashboard and reports are built on top of a fully
Optical Character Recognition (OCR)
1
featured model, allowing you to explore and analyze your data
OCR integration enables you to extract unstructured PDFs or as you need. Automatic refresh will ensure you’re always seeing
scanned invoices or credit memos into structured data, allowing the latest data.
further automatic processing similar to electronic documents.
You can read more about Microsoft Dynamics NAV Power BI &
Add text-to-account rules to automatically default account rules
Reporting capabilities here.
based on the vendor.
Microsoft Dynamics
NAV Out-of-the-box, the Lexmark Invoice Capture Service for
Microsoft Dynamics NAV is supported, but the architecture
Financial Management allows for use of a different OCR service or external software
> General HUMAN RESOURCES
2 > Fixed Assets
(requires partner customization). With the Lexmark Invoice
> Cash Management Capture Service integration, header and total information can MANAGEMENT (HRM)
be extracted. Documents can also be forwarded directly to the
Supply Chain OCR service using email messages. To use Lexmark Invoice
Management (SCM)
Capture Service for Microsoft Dynamics NAV, an account must Basic Human Resources
> Sales and Receivables
> Sales Tax be created at Lexmark Invoice Capture Service and a free SKU Efficiently manage your company’s human resources. Group and
How to Buy Microsoft
> Purchase and will be available. track relevant employee information and organize employee
Dynamics NAV 2016 Payables
Incoming documents can be sent to and received from OCR data according to different types of information, such as
> Inventory
> Warehouse manually, as well as automatically using a job queue. experience, skills, education, training, and union membership. 31 of 35

3
Management Store personal information, track job openings in your
organization, and extract a list of candidates for these positions.
Manufacturing
> Basic Manufacturing
Incoming document workflow Keep track of benefits and company items such as keys, credit
> Agile Manufacturing Add workflows to automatically process any incoming electronic cards, computers, and cars. Easily record all types of absences
Packaging of > Supply Planning in units of measure that you define, and attach alternative
Functionality in document, e.g.,
> Capacity Planning addresses and relatives’ names to employees.
Microsoft Dynamics >> Send and receive documents to/from OCR automatically,
NAV 2016 Project Management
> Resources >> Create draft purchase document in Dynamics NAV

S ales, Marketing, and

>> Post draft document
CLIENTS AND USABILITY
4 >>
Service Management Create payment lines for posted documents
> Sales and Marketing
> Service Management Workflow conditions can be defined by the user to control flow Microsoft Dynamics NAV can be deployed on-premise or in the
> Workflow based on, e.g., vendor or amount. cloud and customers can access their solution through role-
> E-services based interfaces on their desktop, in a browser, or with a native
> Document
Product Capabilities Management mobile app on a tablet or mobile device.
in Microsoft Dynamics
With Microsoft Dynamics NAV you can do more on the go, in the
NAV 2016 Power BI Content Pack
POWER BI CONTENT PACK office, or at home with different client opportunities.
Human Resources
Management (HRM)
Connect to your Microsoft Dynamics NAV 2016 instance

5
and PowerBI.com and immediately get access to a business Windows Client
Clients and Usability performance dashboard with insights into your business. Microsoft Dynamics NAV Windows client, where the starting
Languages The new PowerBI.com Content Pack for Microsoft Dynamics point is the Role Center. The Role Center can be customized to
NAV is designed specifically for SMB owners, managers, and users individual needs based on their role, company, and daily
Configuration and executives and provides details about customers, sales, and tasks and is also present in any of the other client types below
Development
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Web Client It can, however, be useful to customize the item descriptions

1 With the Microsoft Dynamics NAV Windows client, supports the even for domestic customers. The alternative item descriptions
Microsoft Dynamics NAV features as the Microsoft Dynamics are automatically selected. To use the multiple language features,
NAV Windows client. The Microsoft Dynamics NAV Web client the texts for the alternative languages must be inserted in the
gives users access to Microsoft Dynamics NAV data over a relevant application objects.
network, such as the Internet. Being browser based the user can
Microsoft Dynamics access NAV from anywhere with no client installation Multiple Languages
NAV
Switch languages on the client in real time, provided that the
Financial Management Tablet Client language is available in the program. The language module can
> General

2
Microsoft Dynamics NAV Tablet client is targeted at users in small be used to run multilanguage functionality.
> Fixed Assets
> Cash Management and medium sized businesses that want to access data from a IMPORTANT: Users can use this language module only if the
tablet. Some of the advantages of offering tablet solutions are personal license file contains the objects for the specific language.
Supply Chain
Management (SCM) portability and flexibility, when the users is away from the desk, Each language modulecovers the functionality for only one
> Sales and Receivables on the train etc. specific language. For example, the Danish language module
> Sales Tax
How to Buy Microsoft contains all Danish strings for Danish functionality. It does not
> Purchase and
Dynamics NAV 2016 Payables Mobile Client contain Danish strings for French or other language functionality
> Inventory
> Warehouse
Microsoft Dynamics NAV Mobile client is Microsoft Dynamics 32 of 35
NAV for iOS, Android, and Windows. Access all your data by

3
Management
connecting to your Microsoft Dynamics NAV 2016 server from
Manufacturing
> Basic Manufacturing
your smartphone with the familiar, role-tailored experience and CONFIGURATION AND
Packaging of
> Agile Manufacturing
> Supply Planning
functionality on your mobile device.
DEVELOPMENT
Functionality in > Capacity Planning
Microsoft Dynamics SharePoint Client
NAV 2016 Project Management Application Builder (A la carte)
> Resources The Microsoft Dynamics NAV SharePoint client enables you to
Change the business rules and special calculations that work
interact with Microsoft Dynamics NAV data from a Microsoft
S ales, Marketing, and
behind the scenes. Business rules and special calculations are
SharePoint website—SharePoint Online or SharePoint On-premise.

4
Service Management defined in C/AL (the C/SIDE application language). Although
Users can combine Microsoft Dynamics NAV functionality with that
> Sales and Marketing this granule includes access to C/AL, it does not permit access
> Service Management of Microsoft SharePoint to create collaborative workspaces and
to existing C/AL code that updates write-protected tables
> Workflow share data and insight with more people within the company.
> E-services (for example, postings). With Application Builder, you can
> Document create entirely new areas of functionality for your application,
Product Capabilities Management enabling you to tailor Microsoft Dynamics NAV to fit your entire
in Microsoft Dynamics
NAV 2016 organization. It also enables you to create 100 codeunit objects
LANGUAGES
Power BI Content Pack
(numbered from 50,000 to 50,099). You can also take advantage
Human Resources of the functionality included for developers in the Navigation
Management (HRM) Pane Designer (for example, creating new menu items).

5
Multiple Document Languages
Clients and Usability
Set up alternative descriptions of your inventory items and
Languages print reports in multiple languages (for example, you can make
invoices in the receiver’s language). Descriptions can be linked
Configuration and
Development to individual customers, which is especially useful for sales to
> Application Objects foreign countries.
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Page Designer Table Designer
1 Change existing pages (windows displayed on the screen for
data entry and inquiry), and it enables you to create 100 page
Change existing table definitions and create ten new tables
(numbered from 50,000 to 50,009). You can change properties
objects (included and numbered from 50,000 to 50,099). The on fields, such as the field name, decimal places, and maximum
Page Designer also enables you to use the Navigation Pane value, add new fields to existing tables, and create new tables to
Designer. This means, for example, that you can create new store data specific to your business. Create keys for sorting
Microsoft Dynamics
menu items. This module does not include access to C/AL information and change or create new FlowFields and FlowFilters
NAV
from pages. for “slicing and dicing” information in new ways. This module
Financial Management does not include access to C/AL from tables.
> General

2 > Fixed Assets

> Cash Management

Supply Chain
Report Designer
Change existing reports and create 100 new report objects
(numbered from 50,000 to 50,099). Thismodule provides access
XMLports (100)
Create new or change existing XMLport objects. XMLport
Management (SCM) to C/AL (the C/SIDE application language) from reports used Designer provides access to C/AL (the C/SIDE application
> Sales and Receivables
for defining special calculations and business rules. Create language) from XMLports used for defining special calculations
> Sales Tax
How to Buy Microsoft new reports from scratch or copy an existing report to use as a and business rules. Every XMLport object in Microsoft Dynamics
> Purchase and
Dynamics NAV 2016 Payables starting point. Every report in Microsoft Dynamics NAV is created NAV is created using this tool and can therefore be customized
> Inventory using this tool and can therefore be easily customized. You easily. This module enables you to create 100 new XMLport
> Warehouse 33 of 35
will need the Microsoft Visual Studio Report Designer 2010 to objects (numbered from 50,000 to 50,099) and to take

3
Management
design the layout of a report in the development environment. advantage of the functionality included for developers in the
Manufacturing Microsoft Visual Studio Report Designer comes with Microsoft Navigation Pane Designer (for example, creating new menu
> Basic Manufacturing Visual Studio 2010 SP1 Professional, Premium, or Ultimate. items).
> Agile Manufacturing
Packaging of > Supply Planning This module enables you to take advantage of the functionality
Functionality in > Capacity Planning
Microsoft Dynamics
included for developers in the Navigation Pane Designer Query Designer
Project Management (for example, creating new menu items).
NAV 2016 The Query Designer provides the ability to modify existing
> Resources
queries in the application, as well as create up to 100 new
S ales, Marketing, and Solution Developer (A la carte) queries. The Query Designer is the main tool for creating objects

4
Service Management of the type Query. Query objects retrieve subsets of data spread
> Sales and Marketing Change the business rules and special calculations that work
> Service Management behind the scenes. Business rules and special calculations are across the database and are data pumps for various places
> Workflow defined in C/AL (the C/SIDE application language). This module within the application such as charts and business logic.
> E-services
provides access to code that updates write-protected tables to
> Document
Product Capabilities Management the Merge and Upgrade Tools. You can also:
in Microsoft Dynamics
>> Change or create any object type.
NAV 2016 Power BI Content Pack Application Objects
>>  se the menu options Translate/Export and Translate/
U
Human Resources Import in the Object Designer.
Management (HRM)
Codeunits (100)
5
(These options are not available with the Application Builder
Clients and Usability module). Ten Codeunits are included in the Starter Pack and ten more
are included in the Extended Pack. Additional groups of 100 are
Languages
available in the Customization suite.
Configuration and
Development
> Application Objects
Learn More > Other
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
Reports (100) Job Queue
1 Additional groups of 100 are available in the Customization suite. Automate service or schedule tasks. For example, you can
automatically generate service contract renewals or service
contract invoices.
Tables (10)
You can set up the program to automatically check whether
Ten tables are included with the Extended Pack. Additional
Microsoft Dynamics there are any batches to be processed on a specific date.
groups of ten are available in the Customization suite.
NAV
Financial Management
XMLports (100) Reason Codes
> General

2
Define a set of reason codes that can be assigned to individual
> Fixed Assets 100 XMLports are included with the Extended Pack. Additional
> Cash Management transactions throughout the system. This provides additional
groups of 100 are available in the Customization suite.
user-defined audit trails that complement the information already
Supply Chain provided by system assigned audit trails and posting descriptions.
Management (SCM)
> Sales and Receivables Queries (100) Define reason codes on journals as well as on sales and purchase
> Sales Tax headers. For example, use reason codes to mark all ledger entries
How to Buy Microsoft Additional groups of 100 are available in the Customization suite.
Dynamics NAV 2016
> Purchase and made in connection with the closing of the fiscal year.
Payables
> Inventory
> Warehouse Pages (100) Subsidiary (Unlimited)
34 of 35

3
Management
100 Pages are included with the Extended Pack. Additional
For Perpetual Licenses the Software License Terms (SLT) permit
Manufacturing groups of 100 are available in the Customization suite.
qualified affiliates of the licensing company to grant systems
> Basic Manufacturing
> Agile Manufacturing access to employees of those affiliates, making subsidiary
Packaging of > Supply Planning licensing redundant. Please refer to the SLT for full details.
Functionality in > Capacity Planning
Microsoft Dynamics Other
NAV 2016 Project Management
> Resources
Unlimited Companies
S ales, Marketing, and
Extended Text Provide competitive pricing if your business needs more than
one company.

4
Service Management Set up an unlimited number of lines to describe inventory items,
> Sales and Marketing
resources, and general ledger accounts. You can set up extended
> Service Management
> Workflow text so that an additional description is copied automatically User IDs and Passwords
> E-services onto sales or purchase documents when lines are entered. The Create user IDs and passwords to limit access to the information in
> Document description can also be made date-sensitive to allow for special
Product Capabilities Management Microsoft Dynamics NAV to selected individuals. Control access
in Microsoft Dynamics messages for a specific period—for example, to communicate to the solution and give all designated users full permissions.
NAV 2016 Power BI Content Pack certain promotional offerings or certain warranty conditions. These security features are a function of the Microsoft Dynamics
You can also specify extended text for various languages. NAV database.
Human Resources
Management (HRM) This feature can be used alone or in combination with the

5 Intrastat

Permissions features.
Clients and Usability
Automatically retrieve the necessary data to report Intrastat
Languages information to statistics authorities. Local customs authorities can
Configuration and inform you whether your company is obligated to file such a report.
Development
> Application Objects
Learn More > Other
5.
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
1

Learn More
Microsoft Dynamics
NAV

2
How to Buy Microsoft
Dynamics NAV 2016

35 of 35

3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2016

4
Product Capabilities
in Microsoft Dynamics
NAV 2016

5
Learn More
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
5. Learn More
1
Microsoft Dynamics
NAV

On the Microsoft Dynamics website you can learn about what Microsoft

2
Dynamics solutions can do for your organization and how to get started:
Read more? Click here >

Software License Terms Get specific product software license terms.

How to Buy Microsoft
Dynamics NAV 2016 License terms? Click here >
36 of 35

3
CustomerSource—Microsoft Dynamics CustomerSource is a password-pro-
tected site for customers who use Microsoft Dynamics products. Included as a
benefit of your service plan, CustomerSource allows you to search a powerful
Knowledge Base for Microsoft Dynamics, view online training for Microsoft
Packaging of Dynamics, download updates, and find other timely information and resources
Functionality in virtually 24-hours a day. (Sign-in required.)
Microsoft Dynamics
NAV 2016 24 hours CustomerSource. Click here >

4
PartnerSource—Partners can get Microsoft Dynamics-specific information,
order forms, and more:
Information on PartnerSource. Click here >
Product Capabilities
in Microsoft Dynamics
NAV 2016

5
Learn More
Microsoft Dynamics NAV Starter Pack Extended Pack

Content
1 About Microsoft Dynamics NAV

Microsoft Dynamics NAV 2016 is a quick to implement, simple-to-use business solution from Microsoft
with the power to support your business ambitions.
Microsoft Dynamics
NAV Streamline and connect your entire business:

>> Deploy in the cloud or on your servers—the choice is yours.

2 >>  elp to increase productivity and to simplify your business by connecting key functions within your
H
organization.
>> Manage your multilocation or multi-national growing business with global ERP features.
>> With Microsoft Dynamics NAV and Office 365, share the big picture across your organization by
How to Buy Microsoft bringing your email, calendar, and files together with your data, reports, and business management
Dynamics NAV 2016 software.
37 of 35
Today, more than 117,000 customers are using Microsoft Dynamics NAV in more than 40 country versions

3 to drive business success and stay ahead of competition.

Packaging of
Functionality in
Microsoft Dynamics
NAV 2016

4
Learn More
Contact a Microsoft partner to find out how Microsoft Dynamics NAV can help your business.

Product Capabilities Or to find out more about Microsoft Dynamics NAV, Click here >
in Microsoft Dynamics
NAV 2016

United States and Canada toll free (1) (888) 477-7989

Worldwide (1) (701) 281-6500

5
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