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Posts Tagged ‘Microsoft Dynamics NAV’

Today we’ll share a few of the features new to the just-released edition of Dynamics NAV 2018 as noted by other prominent bloggers, users and experts.  As NAV keeps evolving its features expand, and following are a few that caused others to say… “Wow.”

With Microsoft’s increasing evolution to cloud-based solutions, even their new product documentation features the web client, a sly tip to its future direction, although the role-tailored client is still well maintained and robust.

User Personalization and the Web Client: Users can now configure the web client individually, treating it like “a desktop or interactive whiteboard” according to one NAV expert.  You can customize almost everything including repositioning the Freeze Panes, Cues and Cue Groups, moving and hiding areas, and using List Parts in Role Centers.

The Business Manager and Accounting Role Center has a new option in the ribbon for Excel Reports. Users may select from a dropdown menu of preconfigured reports ready to print from Excel, including a Balance Sheet, Cash Flow Statement and Trial Balance.

User Tasks can be configured to create ‘reminders’ of work to be done, for yourself or others.

The Image Analyzer extension uses powerful image analytics provided by the Computer Vision API from Microsoft Cognitive Services to detect attributes in images, like a person’s gender or age, or to identify items by attributes like type and color.  (There is currently a limit of 100 such associations per month, but the application possibilities open up a new vista in functionality, especially for instance when identifying attributes of web items and purchases.)

For technical users and developers Microsoft has provided a whole slew of new capabilities.  There are now two possible installation environments: the standard C/SIDE and C/AL, or the new “Modern Development Environment” usable in both NAV 2018 and the cloud based version called Tenerife.

There is a new set of Extensions dubbed version 2.0, with new controls.

You can now change server settings without a server ‘restart.’

The NAV universal app for remote devices has been expanded, and now includes an ability to project your phone to a large screen (a Windows Ten feature), and to interact with your mouse and keyboard via Bluetooth.

Web server components can now run on ASP.NET Core, allowing NAV to “reach new heights in scalability” as blogger Roberto Stefanetti notes.

With annual upgrade release dates, users can expect to see continued expansion of NAV’s features and capabilities and an increasing movement to the web, even as we expect the on-premise version to be supported for years to come.

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The newest version of Microsoft’s best-selling ERP solution, Dynamics NAV 2018, has just recently been released.

There are far too many changes, big and small, to fit into a post here, so we’ve made the full text of their release document available FREE for the asking as a pdf.  The document was written by Microsoft, details all the changes just since the last (2017) version, and it’s yours for the asking from Ted.Myers@pssiusa.com.

(Note that it only covers what’s new in the last year.  For users on versions prior to 2017, just know that hundreds of changes preceded those listed in the new release document.)

Among the new features, in no particular order:

  • User task simplification – From a new Setup and Extensions button that provides a single place for settings, to User Tasks you can define that remind you of work to be done, by you or others.
  • A new Employee account type in general journal lines to create employee ledger entries, as well as post payments to an employee.
  • A new Image Analyzer extension uses image analytics to detect attributes in images in conjunction with Microsoft’s Computer Vision API. It’s an AI app that identifies attributes like types and colors, as well as human genders and ages for contact persons.
  • Power BI Reporting provides Business Intelligence in the place and time you need it. Select, interact with and filter reports by selecting records from the associated list page.
  • Improved OCR results and vendor synchronization (when using Lexmark ICS).
  • Easily Cancel or correct job related posted invoices on invoices created with ‘billable’ types of planning lines.
  • Posting setup improvements and visibility over missing posting notifications.
  • Improvements to ‘Change Global Dimensions’ reporting.
  • Enhancements for EFT (Electronic Funds Transfers) including report modification abilities.
  • Increased integration with Office 365.
  • New application user docs.
  • A language selector at the bottom of the page to switch to other languages.
  • Changes for developers and IT staff to C/AL functions, data types, properties and triggers.
  • Change server settings without restarting the server.
  • Personalization of the web client and report previews in the web client on ALL supported browsers, not just Explorer.
  • An expanded API library that extends NAV functionality further still, allowing third-party developers to create connected apps on the Dynamics NAV platform.

Like the world of business, the world of software never stands still for long.

We encourage you to download the full document by clicking here.  It’s fast and free, just by confirming your name and email.

 

 

 

 

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(This is the second of our two posts reflecting the thoughts of noted NAV blogger Eric Wauters on the upcoming release of the new Microsoft Dynamics NAV 2018.  His full, original post can be found here.)

 

Fact 8: Microsoft Dynamics NAV 2018 will be released on December 1st.  Thanks to the Directions conference in Orlando last month, and the feedback and the passion of the partners, this had to happen.  As Microsoft has already announced, the product itself is ready.  It’s the pricing and positioning issues they are working on that have delayed the release.

Fact 9: Extension V2 will work on Dynamics NAV 2018.  In non-Geek-speak this simply means that a very modern development experience in VSCode will work on the December release, and that we will be able to create extensions on top of our own customizations and products as well.

Fact 10: Yes, you will be able to white label your product, but you don’t have to.  “Powered by Microsoft Dynamics 365” or not, it’s your choice.  (Early word last month was that Microsoft would change the marketing thrust from promoting “NAV” to promoting a “Powered by…” approach, thus allowing resellers and ISVs the ability to “white label” their accouring offerings.  But really… I mean, really?  Would you rather by “Brian’s Accounting & Manufacturing Powered by Microsoft Dynamics” or simply Microsoft Dynamics NAV, as you always have?  No brainer.

Fact 11: Microsoft is working on the pricing.  Considering the various options… on-premise… cloud… as discrete functional-areas apps (like CRM or Marketing) and not just the “ful-blown” complete ERP system… Microsoft has a lot to think about.  But it’s coming.

Fact 12: There is no monetization in AppSource – but it will come.  This one is mostly for partners.  It means that we’ll be able to sell customized apps through the Microsoft App Store, and there will be a ‘monetization’ policy at some point.  In other words, Microsoft will likely have an approval process for apps and then make them available on the store and take their cut.  Think of Apple’s app store model.

Fact 13: Microsoft Dynamics NAV consumes an insane amount of Azure stuff – and that’s a good thing.  Cloud based NAV can generate a lot of data and metrics on its Azure cloud, and that stuff will eventually be available as analytics of some kind or another.  It’s a work in progress for now.

A new development environment… new features… the ability to run either in the cloud or at your own site… the ability to create apps… the enhanced capabilities to run with the Microsoft “stack” of applications from Windows to Office 365 (Word, Excel, etc.) to Outlook… Dynamics NAV will be at the heart of it all.

And for our customers, that safety in numbers and place in the Microsoft hierarchy of applications upon which you run your business might be the very best news of all!  It all starts happening in December.  Are you ready?

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Eric Wauters is a most knowledgeable and well-known blogger about Microsoft Dynamics best-selling ERP system, Dynamics NAV.  Wauters recently put together a great list of the key highlights (his ‘Facts’) gleaned from recent conferences and conversations regarding the upcoming release of the newest NAV version, 2018.  While we’ve written a bit about NAV 2019 (codename ‘Tenerife’) here recently, we felt his list of news & updates was the most definitive yet.

Since there’s too much to push into a single post, we’ll edit for length and publish Wauters’ facts in our own blog here as two posts, today and in the post following.  For the original article, go here.

 

Fact 1: the market around the product we know as “Dynamics NAV” keeps being a partner model.  NAV is Microsoft’s biggest ERP cash generator, and partners have been selling, implementing, customizing and supporting the product successfully for years, making or exceeding Microsoft’s goals for the product.  In the future, that won’t change, nor does anyone want it to do.  Now, on to the NAV product itself…

Fact 2: NAV will be available in the cloud.  In Spring 2018, there is going to be Microsoft Dynamics 365 in the cloud, based on NAV.  And that’s important to those, like us, who serve the SMB (small to midsize business) market exclusively.

Fact 3: There is a roadmap beyond Spring 2018.  Because NAV is now developed in what’s known as an ‘agile’ development environment (i.e., quick, incremental releases keeping the product fresh and up-to-date), it’s impossible to guarantee a future road map.  But they do a pretty good job nonetheless.  Dynamics 365 for Financial and Operations and 365 ‘Tenerife’ (a temporary name until the actual product is released) are the currently slated releases for late this year and early next year, and they are right on track.  The future NAV – available either on-premise or in the cloud – will follow this same roadmap.

Fact 4: On Premise is there to stay.  As long as there is business for On Premise, we will be able to do it with NAV. Microsoft’s focus is “cloud” for sure, but On Premise is there to stay.

Fact 5: Dynamics 365 will have full NAV capabilities.  Says Wauters:  “Rest assured – for whatever we will do in the cloud – we can do all! From Manufacturing to Jobs to Relationship Management to… Whatever! All a SMB wants to do – it will be there! With the power of the cloud!”

Fact 6: One Codebase.  We will have a slightly different experience in the cloud, but all will be one codebase.  Basically the design is somewhat different in Dynamics 365 (let’s call it the “Dynamics 365 Experience”), and a lot is “tuned” with Application Areas, but for all we do, the codebase is the same.

Fact 7: Extensibility with Extensions.  NAV has an extensibility model, aka “Extensions” or “Apps.”  This allows developers to create apps for Dynamics 365 and extensions for on-prem installations.  These can be built on customized databases, ensuring modifications unique to a client can be enabled.

And that’s only the half of it!  We’ll reveal the rest of Wauters’ thoughts – including the timing of the NAV 2018 release date – in our next post, so stay tuned…

 

 

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Today we’ll feature some of the updates and new views we saw at the recent annual NAV Directions conference in Orlando.  We’re sharing these with our own clients, but it only seemed right to share what’s new from NAV with our larger audience of blog readers as well.  So here goes…

We recently returned from the Microsoft Dynamics NAV annual conference and  we’re pleased to share what we learned there.  We gained insight as to the road ahead for NAV, and saw a number of the fast-growing family of third-party applications many companies are using to enhance NAV’s underlying capabilities.  We thought we’d share a few of those with you here today…

  • Microsoft announced that the forthcoming 2018 product – code named ‘Tenerife’ – would be “the single NAV product, with full NAV functionality, for both cloud and on-premise” going forward. That’s important, because Microsoft is making a push into the cloud like never before, and it’s good to know that the Dynamics NAV product is one they’ve chosen to be fully present in both forms: hosted on someone else’s server (in the cloud) or on your own (on-premise) for the foreseeable future.
  • While past NAV upgrades From Microsoft have recently been scheduled annually in October, this year’s date has not yet been announced. We’ll keep you posted.
  • NAV will continue to be customizable to the way you work – another important consideration. Long true of on-premise versions, it’s now slated to be true in the cloud via ‘extensions.’
  • ‘Tenerife’ (or NAV 2018) will mark a new stage in the interplay between Office 365 and Dynamics 365 (the current cloud product), specifically around Outlook and the Office 365 Business Center, a collection of apps based on NAV.

Among recently announced enhancements from our favorite 3rd party providers…

  • Warehouse Insight: Mobile warehouse data collection using handhelds in the warehouse to pick, pack & ship… Get real-time access to NAV inventory & production… Perform all those inventory and warehouse functions from hand-held devices… Capture lot & serial
  • Advanced inventory counting now simplifies inventory and cycle count entry, reconciliation, posting and analysis.
  • Integrated shipping with all major carriers including FedEx and UPS with real-time, detailed package management.
  • NAV Sales Configurator: Accurately quote your products with multiple configuration options that allow for assemble-to-order configurations directly from quotes and orders, or create production BOMs for more complex production environments.
  • Additionally: Production scheduling solutions from Insight Works and others… advanced document management and new expense reporting from ZetaDocs… and more.

Dynamics NAV is Microsoft’s best-selling ERP system worldwide, by far, proudly serving over 120,000 companies today worldwide.  Knowing that it’s a platform well poised for the future both on-premise and in the cloud is a strong message going forward for all those users, and we’re glad to see the product continue to grow in both functionality and users, worldwide.

 

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We noted last week Microsoft’s recent announcement at the annual “Directions” Conference in Orlando that Dynamics NAV would be available as a complete ERP platform both on-premise and the cloud in its forthcoming 2018 release.  Today, we thought we’d highlight a few other capabilities of NAV courtesy of its many ISVs.  These independent software vendors create added functionality for a base ERP product so that users can experience true ‘best-of-breed’ functionality with their software.

While some vendors try to be a one size fits all application, the world has evolved.  Today we know that the best applications are those that use proven base-ERP (accounting, production, etc.) technology from leading publishers, and then allow ISV providers to enhance the product in specific ways that make it a more precise fit for a wide variety of user types with specialized needs.  Manufacturing perhaps best defines the benefits of this approach.

Insight Works (formerly Dynamics Manufacturing Solutions) publishes a number of modules that integrate tightly and directly with Dynamics NAV to enhance the user experience.  Here are a few we like in particular that will benefit a lot of those users engaged in manufacturing or distribution.

  • Mobile Warehouse Data Collection – Locations and items can be tracked via mobile devices with real-time access to NAV warehouse, inventory and production data on the shop floor. You can scan directly to sales and production tickets for immediate picking, capture lot and serial numbers, use License Plating to streamline warehouse operations, and even customize views and menus on your handheld mobile units.
  • Shop Floor Data Collection – Use barcodes to capture time, field service and employee time management, thus eliminating a tedious manual input chore. You can capture shop floor data including consumption, output, scrap and quality, as well as record non-productive and rework time for reporting.  Time & attendance based on employee shifts with multi-level time card approval from the shop floor or from NAV are available.  Access your information via a web browser or enable data entry from devices in the field or on the shop floor.
  • Advanced Inventory Counting – Simplify inventory and cycle counting with comprehensive data entry, reconciliation, posting and analysis tools. You can easily perform manual or barcoded inventory counts and cycle counts, and automatically post lot or serial number discrepancies.  Use predefined count sheets to complete on the spot inventory counts and track historical statistics.  Supports all location types, and allows multi-user manual entry for non-barcoded counts to add to count sheets on the fly.
  • NAV Sale Configurator – Improve your ability to accurately and quickly quote products that have multiple possible options and configurations. You can create assemble-to-order configurations directly from your sales quotes and orders, or create production BOMs for more complex requirements.

These are just a few of the many added capabilities companies can take advantage of when they work with a flexible, customizable and extensible solution like Dynamics NAV.  That’s just one of the many reasons why over 120,000 companies in over 70 countries rely on NAV to run their business.

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