Microsoft Dynamics NAV 2018
July 4, 2018
On the 1st of December Microsoft launched Dynamics NAV 2018
In Microsoft Dynamics NAV 2018 we see deeper integration of Dynamics NAV and Microsoft products by connecting them with each other in the same business environment, the new software also has a new, modern, state-of-the-art extensibility model which will enable to extend and customise your current Dynamics NAV solution to further fulfill your business needs.
We are really excited to share with you some enhancements and new features in Microsoft Dynamics NAV
Power BI reporting
Dynamics NAV provides Business Intelligence in the place and time you need it. With the new Power BI reporting control, you can gain awareness to your Power BI reports by making them visible from within the most highly-used lists in Dynamics NAV. Not only are you able to view Power BI reports you select, but you can also interact and filter the reports by selecting records from the associated list page.
If you are using Azure Active Directory, just sign in and we’ll do the rest. During the sign in process, the Dynamics NAV connector will auto discover any tenants you are associated with and automatically create the connection to them. That’s it!
Updated integration with Dynamics 365 for Sales
The assisted setup helps you synchronize your data across Dynamics 365 and NAV 2018 in a few steps. The existing integration with the app formerly known as Dynamics CRM has been rebranded and simplified to work better out of the box.
The connection setup guide now includes coupling of salespersons to users of Dynamics 365 for Sales as this is a prerequisite for any synchronization of data between Dynamics 365 for Sales and Dynamics NAV. The synchronization runs in the background so that the user can continue working.
New functions include the following:
- You can specify a salesperson/purchaser code for user accounts to streamline your marketing reporting.
- To increase sales people’s productivity in managing opportunities and to provide a more fluid experience for phone and tablet devices, you can set default chances of success in the sales cycle stages in opportunity management.
- You can send a sales quote to a contact without having to create them as customers first. With contact profiling, you can create profiles for your contacts to help segment and classify contacts according to different profile attributes.
- You can get sales orders from Dynamics 365 for Sales with write-in products transferred to Dynamics NAV. When transferring write-in products, you can map each product to a specific item or resource in Dynamics NAV.
- Sales orders from Dynamics 365 Sales can be automatically converted to sales orders in Dynamics NAV without manual intervention.
Finally, the length of the connection string is extended from 250 symbols to almost unlimited and is now stored as a blob.
The new User Tasks allow you to create tasks to remind you of work to be done. You can create tasks for yourself and assign tasks to others or be assigned a task by someone else in your organization.
Employee ledger entries
In general journal lines, there is a new account type and new balancing account type, Employee. Posting a general journal line with Employee as account type or balancing account type will generate an employee ledger entry.
You can also post payments against employees from payment journals, using the new account type Employee. You can apply and un-apply payments to an employee ledger entry.
The Image Analyser extension uses powerful image analytics to detect attributes in the images that you add to items and contact persons, so you can easily review and assign them.
Contact persons: Recognize a person’s gender, or age.
Items: Identify attributes like type and colour. For example, whether it’s a table or a car, or red or blue.
After you enable the extension, Image Analyser activates each time you add an image to an item or contact person.
Preconfigured Excel reports
From the Excel Templates list, users can choose a preconfigured report that is ready to print from Excel.
Cancel or correct job related posted invoices
In Dynamics NAV 2018, to cancel invoices that you created based on planning lines of the type Billable, you just choose the Cancel or Correct actions on the posted invoice and a credit memo will be created. The job planning lines will be created automatically in the background.
Posting setup improvements and missing posting notifications
You can now see a visual indication of mandatory G/L accounts that must be set to cover most of your scenarios related to specific posting setup.
A new smart algorithm suggests posting setup accounts on posting setup lists. The algorithm will analyse existing posting setup you already have and suggest G/L accounts from similar posting setup. You can however disagree with the suggestion and change it to fit your needs.
Also, better control of deleting posting setup has been added.
Bulk posting of orders, invoices and credit memos
Are your sales going so well that you can’t process the avalanche of invoices fast enough? Is this luxury problem becoming a drain on resources? No worries, now you can process batches of orders, invoices, or credit memos in one go by choosing the documents, and then choosing Post selected.