ALTUS ALLIANCE 2016Technology Premiere:Announcing NAV 2016

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

Session Agenda1. About this session2. Introductions3. What’s New in NAV 20164. Questions

2016

Announcing…

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

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 CRM• Benefits

Key featuresView Dynamics CRM data within Dynamics NAV• View CRM opportunities, quotes, and cases from within Microsoft Dynamics NAVView Dynamics NAV customer statistics data in Dynamics CRM• View the latest information from Microsoft Dynamics NAV on the Microsoft

Dynamics CRM account regarding outstanding orders, invoices, and balancesNavigate easily between the two systems• All coupled entities have easy navigation between Microsoft Dynamics NAV and

Microsoft Dynamics CRM

Universal App on all devices• Role Tailored experience for: • Smartphone, tablet, notebook, 2-in-1, and desktop computer• Touch, keyboard and mouse interface

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

Finance Enhancements• Posting Preview• Deferrals• Word Form and Email Enhancements• North America • Positive Pay• Report Enhancements• Document Totals

Let’s have a look:• Deferrals• Preview Posting

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

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

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.

Let’s 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 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

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

Let’s have a look:• Workflows

E-Everything• Integration services that support getting currency

exchange rates automatically from an exchange rate service

Questions & Answers

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