alliance 2017 - announcing nav 2017

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Page 1: Alliance 2017 - Announcing NAV 2017

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Announcing NAV 2017

# A L L I A N C E 2 0 1 7

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YOUR PRESENTERS

Teodora BuhtevaProduct ManagerJoined Sparkrock in ‘12

James FawVP Product Innovation, Founding PartnerJoined Sparkrock in ‘03

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ANNOUNCING NAV 2017C E O & F O U N D E R

Attend this session to gain insight into NAV 2017 new features and capabilities. This session will focus on the new capabilities released by Microsoft for Dynamics NAV. See key features in action as we demo the exciting new functionality. 

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AGENDA

INTRODUCTIONS

DYNAMICS BY THE NUMBERS

WHAT’S NEW

Q&A

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DYNAMICS BY THE NUMBERS• > 8 . 5 M T O TA L DY N A M I C S U S E R S W O R L D - W I D E• > 1 2 0 K O R G A N I Z AT I O N S A R E R U N N I N G DY N A M I C S N AV• B E N E F I T S F R O M M I C R O S O F T $ 1 1 B I N Y E A R LY R & D

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Microsoft Dynamics NAV Roadmap

NAV 2009 R2

2010

Business data visualizationsIntegration to Microsoft Dynamics CRMRole-tailored user access for hosted, remote, and roaming users

NAV 2013

2012

Substantial new functionalityWeb and SharePoint user experience

NAV 2013 R2

2013

“In” Office 365“On” Windows AzureCash managementMulti-tenancyAdditional tools to support large scale hosting

NAV 2015

2014

Upgrade toolCash managementTouch devicesSimplificationOne MicrosoftOffice 365 integrationDocument reportingPower BI

NAV 2016

2015

Workflowdocument management and OCRE-services integrationstreamlined UX across all clients

NAV 2017

2016

Enhanced “in” Office 365 experienceDeveloper experienceService integrationsFaster setup and configurationAzure integration

2017

NAV Next

Scope in planning

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Business Processes

Productivity Tools

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In Office 365 experienceEmbedded Power BI

Setup and configurationUser experienceFinanceJobsCRM ItemsE-everything

Cortana IntelligencePowerApps & Microsoft FlowNotifications Extensions

Microsoft Dynamics NAV 2017 – what’s new

IN THE CLOUDON-PREMISES

Enhancing the core application

Bringing two worlds together

Creating new opportunities

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TWO WORLDS TOGETHER

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TWO WORLDS TOGETHERIN OFFICE 365 EXPERIENCE

• Email Cover Letter Templates • Report Layouts – Multiple Custom Report Layouts• In Office 365 Experience

• In Outlook - Contact Lookup• In Outlook - Document Creation/Edit

EMBEDDED POWERBI

• Integration with Power BI

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LET'S HAVE A LOOKDemonstration: • Report Layouts including email covering letters• In Outlook experience

James

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ENHANCE THE CORE

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Page 13: Alliance 2017 - Announcing NAV 2017

14 ENHANCE THE CORESETUP & CONFIGURATION  • Assisted Setup

• Workflows• Integration to Outlook• Integration to CRM• Cash Flow Setup• Reporting• Sales Tax

USER EXPERIENCE • Role Center Enhancements• Web Client Enhancements

• List Types• List Filters• Column Personalization

• Smart Notifications

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15 All-new experiences

Bricks provide an alternative display to classic rows in all lists. Bricks flow naturally to fill the available space and are a more compact representation of a record.

Contextual notifications are shown at the top of pages and provide subtle guidance towards completing a task. You can take action directly from that notification.

Wizards (also known as NavigatePage) are now supported on all clients and assist users with sequentially stepping through a task.

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Win Web Tablet

Lists can be displayed as a series of picture thumbnails, each representing a record. You can toggle between wide and tall bricks, displaying small or larger thumbnails.Factboxes can now include pictures, such as on the Item card page.

Clicking or tapping a field caption now displays an inline Tooltip and you can click Learn More to navigate to Help documentation. Applies to fields/columns all page types.

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LET'S HAVE A LOOKDemonstration: • Assisted Setup • Role Center Enhancements• Web Client Enhancements James

• Smart NotificationsTeo

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ENHANCE THE COREFINANCE• Account Categories • Financial Reports

ITEMS • Item Categories • Item Attributes

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NEW OPPORTUNITIES

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NEW OPPORTUNITIESE-EVERYTHING• OCR Line Support • PayPal Standards Payment Link

CORTANA INTELLIGENCE• Cash Flow Forecast• Sales and Inventory Forecast

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LET'S HAVE A LOOKDemonstration: • OCRJames

• Cash Flow & Cortana IntelligenceTeo

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NEW OPPORTUNITIESEXTENSIONS• More Capabilities for Extensions in Microsoft Dynamics NAV 2017

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QUESTIONS?

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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .

WIN ME!One lucky survey will take home a

Ecobee Smart Wi-Fi Thermostat

Melissa Alvares
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THANK YOU FOR LISTENING

@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O

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