Altus Alliance 2016 - Altus Dynamics Announcing NAV 2016
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Presentation by James Faw on February 4th, 2016. View this presentation to see what NAV 2016 looks like and what new features are available from Microsoft.
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Altus Alliance 2016 - Altus Dynamics Announcing NAV 2016
- 1. ALTUS ALLIANCE 2016 Technology Premiere: Announcing NAV 2016
- 2. Introductions • James Faw • VP Product Innovation, Founding Partner • Dynamics NAV Product Specialties • Teodora Buhteva • Product Manager • Dynamics NAV Product Specialties • Alex Abelev • Solution Architect/Senior Developer (NAV) • Dynamics NAV Solution Developer
- 3. Session Agenda 1. About this session 2. Introductions 3. What’s New in NAV 2016 4. Questions
- 8. Technical Enhancements • Works Natively with Azure SQL • NAV 2016 can be configured to use Azure SQL, Database-as-a-service eliminating maintenance and reducing costs • Azure SQL can offer 99.99% availability with built-in redundancy, backup and security. • Extensions • New way to customize the application without modifying the C/AL Code
- 9. Users can work in the product they prefer, enabling a more effective lead-to-cash process and facilitating informed decision- making, without switching products Shared information and functionality between the applications provides easy access to relevant data from within either product, without duplicating the business logic The integration is simple to install, set up, and enable – and it works with a default setup in Microsoft Dynamics NAV Works natively with CRM • Benefits
- 10. Key features View Dynamics CRM data within Dynamics NAV View Dynamics NAV customer statistics data in Dynamics CRM Navigate easily between the two systems
- 11. Universal App on all devices • Role Tailored experience for: • Smartphone, tablet, notebook, 2-in-1, and desktop computer • Touch, keyboard and mouse interface
- 12. Web Client Enhancements • Over 60 enhancements to the web client including: • Cross-column search • Collapsible Fast Tabs • Freeze pane • Search-as-you-type • Language selections • Change Company • Others
- 13. Finance Enhancements • Posting Preview • Deferrals • Word Form and Email Enhancements • North America • Positive Pay • Report Enhancements • Document Totals
- 14. Let’s have a look: • Deferrals • Preview Posting
- 15. Document Management • OCR Document Capture (Lexmark Invoice Capture Service) • Capture, Store and Find Incoming Documents • Extract data using the OCR data services • Create Purchase Invoices or Journal line drafts automatically • Can be integrated with Workflow for approval and posting
- 16. Using OCR service to capture invoices • Send and receive • The Job Queue automatically sends any released incoming documents and receives captured documents on a recurring frequency. • You can also manually send and receive incoming documents to/from the OCR service directly. • Email • Alternatively send invoices directly by email to the cloud OCR service. After invoice capture it will be downloaded to Dynamics NAV on receipt and an incoming document automatically created
- 17. Creating documents using captured data • Document creation • If the incoming document type is recognized as an invoice or credit memo, a corresponding Dynamics NAV document can be automatically created based on the OCR captured data. • Create purchase invoice • Purchase invoices can be created for existing vendors. Text-to-account mapping rules can be used to control this. • Create journal line • General journal lines can be used when there is no desire to create the vendor in Dynamics NAV.
- 18. Let’s have a look: • OCR Data Capture Service
- 19. Out-of-the-box workflow templates, with situation-specific parameters, are ready in just a few clicks, facilitating sales & purchase approvals and incoming document handling Redesigned approvals functionality offers more capabilities and is incorporated in the workflow system to allow for easy extension The workflow designer contains intuitive layout and terminology, such as “When Event” and “Then Response”, making it easy to model company processes Workflows • Benefits Email notifications and approvals by phone app mean that workflow users can be anyone in the organization and don’t require access to a PC to complete simple steps
- 20. A workflow is a movement of steps or tasks through a work process Workflows help connect business processes to best practices or industry-standard practices For example, ensuring a customer’s credit limit has been verified For example, requiring a two-person approval of a significant vendor payment In Microsoft Dynamics NAV 2016, a workflow is likely to contain steps related to approval, notification, or business-process automation What? Workflows
- 21. Let’s have a look: • Workflows
- 22. E-Everything • Integration services that support getting currency exchange rates automatically from an exchange rate service
- 24. ALTUS ALLIANCE 2016 Altus Ideas Thenewwayforyoutosubmitfeature requeststous.
- 25. ALTUS ALLIANCE 2016 Altus Advocates Membershiphasitrewards. Enrolltoday.
- 26. ALTUS ALLIANCE 2016 Submit your evaluations to win!