Altus Alliance 2016 - Altus Dynamics Announcing NAV 2016

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Transcript of Altus Alliance 2016 - Altus Dynamics Announcing NAV 2016

PowerPoint Presentation

Technology Premiere:Announcing NAV 2016

ALTUS ALLIANCE 2016

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Introductions

James FawVP Product Innovation, Founding PartnerDynamics NAV Product Specialties

Teodora BuhtevaProduct ManagerDynamics NAV Product Specialties

Alex AbelevSolution Architect/Senior Developer (NAV)Dynamics NAV Solution Developer

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Session AgendaAbout this sessionIntroductionsWhats New in NAV 2016Questions

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2016

Announcing

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Technical EnhancementsWorks Natively with Azure SQLNAV 2016 can be configured to use Azure SQL, Database-as-a-service eliminating maintenance and reducing costsAzure SQL can offer 99.99% availability with built-in redundancy, backup and security.ExtensionsNew way to customize the application without modifying the C/AL Code

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 provideseasy 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 CRMBenefits

2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.2/4/2016 5:01 AM9

Key featuresView Dynamics CRM data within Dynamics NAVView CRM opportunities, quotes, and cases from within Microsoft Dynamics NAVView Dynamics NAV customer statistics data in Dynamics CRMView the latest information from Microsoft Dynamics NAV on the Microsoft Dynamics CRM account regarding outstanding orders, invoices, and balancesNavigate easily between the two systemsAll coupled entities have easy navigation between Microsoft Dynamics NAV and Microsoft Dynamics CRM

2/4/2016 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.10Microsoft Consumer Channels and Central Marketing Group

Universal App on all devicesRole Tailored experience for: Smartphone, tablet, notebook, 2-in-1, and desktop computerTouch, keyboard and mouse interface

Web Client EnhancementsOver 60 enhancements to the web client including:Cross-column searchCollapsible Fast TabsFreeze paneSearch-as-you-typeLanguage selectionsChange CompanyOthers

Finance EnhancementsPosting PreviewDeferralsWord Form and Email EnhancementsNorth America Positive PayReport EnhancementsDocument Totals

Lets have a look:DeferralsPreview Posting

Document ManagementOCR Document Capture (Lexmark Invoice Capture Service)Capture, Store and Find Incoming DocumentsExtract data using the OCR data servicesCreate Purchase Invoices or Journal line drafts automaticallyCan be integrated with Workflow for approval and posting

Using OCR service to capture invoicesSend and receiveThe 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.

EmailAlternatively 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

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Creating documents using captured dataDocument creationIf 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 invoicePurchase invoices can be created for existing vendors. Text-to-account mapping rules can be used to control this.

Create journal lineGeneral journal lines can be used when there is no desire to create the vendor in Dynamics NAV.

Lets have a look:OCR Data Capture Service

Out-of-the-box workflow templates, with situation-specific parameters, are ready in just a few clicks, facilitating sales & purchase approvals and incoming document handlingRedesigned approvals functionality offers more capabilities and is incorporated in the workflow system to allow for easy extensionThe workflow designer contains intuitive layout and terminology, such as When Event and Then Response, making it easy to model company processes

WorkflowsBenefitsEmail notifications and approvals by phone app mean that workflow users can be anyone in the organization and dont require access to a PC to complete simple steps

2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.2/4/2016 5:01 AM19

A workflow is a movement of steps or tasks through a work processWorkflows help connect business processes to best practices or industry-standard practicesFor example, ensuring a customers 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 automationWhat?Workflows

Lets have a look:Workflows

E-EverythingIntegration services that support getting currency exchange rates automatically from an exchange rate service

Questions & Answers

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Thanks for [email protected]/company/altus-dynamics

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