what’s new in dynamics 365 business central / dynamics nav ... · •selection of new features in...
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What’s New in Dynamics 365 Business Central / Dynamics NAV 2018Tony Hemy and Rico Dammann
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Agenda
• Introduction and Roadmap
• Selection of new features in Dynamics 365 Business Central / Dynamics NAV 2018• Setup and Extensions• User Tasks• Employee – ledger and payments• Dimension Filter Builder• Create Purchase Docs from Sales Docs• Item Charge Assignment• Post Selected Documents• New Web Client Design in Dynamics 365 Business Central• Preconfigured Excel reports • Edit in Excel• Further new Features
• Questions & Answers
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Introduction and Roadmap
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Roadmap
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DifferencesDescription D365 Business Central (Cloud) Dynamics NAV (on Premise)
Licensing SAAS Subscription, Perpetual
Installation Cloud Application On-Prem, Hosted, IAAS
Development Apps or Private Extensions Apps, Private Extensions, Classic Development
Clients Web Client, Universal App RTC, Web Client, Universal App
Backend
AdministrationNone NST, Windows Servers, SQL
Updates Automatic Manual
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Selection of New Features in Dynamics 365 Business Central / Dynamics NAV 2018
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Setup and Extension
• Available in Business Manager and Accountant Role Centers
• Assisted Setup (Wizard)• i.e. Migrate Business Data,
• Manual Setup (one location for all Setup Data)• i.e. Company Setup, No Series
• Service Connections• setup and status for services
• Extensions• status of available extensions
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User Tasks
• Tile “Pending User Tasks” is available in Role Center for Business Manager, Bookkeeper, and Accountant Role Centers
• Task• Assign to NAV Users
• Due Date, Recurring
• Connect to NAV Object (Page or Report)
• Report for bulk deleting
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Employee – ledger and payments
• New Feature:• Employee –Employee Posting Group
• General Journal – Posting directly to Employee (Account Type)
• Payment Journal – Suggest Employee Payment
• Advantages:• Employees no longer need to be a Vendor.
• Security of Data
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Dimension Filter Builder
• Before: Filter to Dimension in Entries for Global Dim 1 & 2
• Now: Filter to any Dimension (combination)
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Create Purch Docs from Sales Order
• Directly create Purchase Order/Invoice from a Sales Order
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Item Charge Assignment
• Item Charges can also be assigned by Weight or by Volume
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Post Selected Documents
• A selection of Documents can be bulk posted
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New Web Client Design in Dynamics 365 Business Central
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Preconfigured Excel reports
• Available in Business Manager and Accountant Role Centers
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Edit in Excel
• Export from NAV to Excel >> Edit in Excel >> Publish to NAV
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Further new Features
• Web Client Improvements• User Personalisation - Pick and Drop Columns
• Cancel or correct job related posted invoices• no more separate manual negative line for creation of credit note
• Enhancements for North America Electronic Funds Transfer (EFT) functionality• EFT File definitions can be setup
• Updated integration with Dynamics 365 for Sales • New assisted setup functionality
• Integration of PowerBI Reporting → 1:45 - 2:45 Breakout• Content sensitive PowerBI Fact boxes in NAV
• Inventory and Cashflow Forecasting → 1:45 - 2:45 Breakout• Let Cortana analyze your data to plan ahead
• Improved Word Layout Reporting for Dynamics NAV → 3:00 - 4:00 Breakout• Define Word Layouts as templates for printed documents
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Questions?
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