Dynamics NAV 2017: Bringing Two Worlds Together
Dynamics NAV 2017 is now generally available for download on PartnerSource as announced by Paul White. Here on our blog, we’ll post a couple of overviews of what is new in this release, and we’ll share some technical insights with you.
First in this series is today’s story of how Dynamics NAV 2017 brings two worlds together.
In Office 365 experience
If your organization uses Office 365, Dynamics NAV 2017 includes an add-in so you can invoice your customers based on entries in your Outlook calendar. From a calendar appointment, you can open the Dynamics NAV add-in and get an overview for the customer associated with the appointment. Then, you can create and send an invoice for the services provided in the meeting – all of this happening right there in the Outlook calendar. You can work directly with attachments to the associated email. We’ve also made it easy to update the add-in – you’ll get notified that a new version is ready for you in Outlook.
The add-in works for attachments in mail as well – you can send the email attachments directly to the Incoming Documents list and send the documents, such as PDF files, to an Optical Characters Recognition (OCR) service. Here the documents are turned into a machine-readable format so that the invoice information can be added automatically to Dynamics NAV – this reduces the risk of errors and as a result increases productivity.
From the Contacts List in Dynamics NAV, you can manually synchronize your Dynamics NAV contacts to Office 365 People. The contacts from Office 365 will sync back to Dynamics NAV as well. There is a filter that can be applied to the synchronization process so users will only need to sync the contacts they use most often. This same filter is used during the automatic background sync as well. This synchronization process also works with Microsoft Outlook on the desktop.
Embedded Power BI
You can use embedded Power BI to easily create insightful charts and reports using Power BI, and make them available within your Dynamics NAV 2017 Role Center.
Leverage the Dynamics NAV 2017 Power BI Content Pack to get started, and utilize existing Power BI security to manage reports.
Get started quickly by using the Dynamics NAV content pack. The content pack provides samples reports that you can use in both the demo or production environment. You can also make edits to the content pack that we provide.
Any report that is created in Power BI may be made visible on the Dynamics NAV 2017 Role Centers. This enables users to get the information they need to perform their job right from within their Role Center.
What’s next?
These are just a few of the new capabilities in Dynamics NAV 2017. In the coming days, we’ll talk about other changes, so stay tuned!
