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264 Active Clients Mid Market Focused
2016 President’s Club Microsoft Dynamics
135 Employees Founded in 1991
QTalent
700 Global Implementations
Manufacturing
Distribution Fulfilment
z Media £ Finance
Cloud Service Provider2015 President’s Club Microsoft Dynamics
Professional Services eCommerce
Life Sciences
Fast Facts
accountsource fulfil
sell market care
Dynamics 365 Business by QuantiQ
financeprojectservice
fieldservice
Dynamics 365 : Business Edition
oDerek Mutter – Senior Consultanto specialising in Finance and Advanced
Manufacturing
oMatt Vardy – Solution Architecto specialising in NAV and Dynamics CRM
oDarren Medway – Technical Architecto specialising in solution design and
integration
oAndrea Bright – NAV Practice Leado specialising in Dynamics ERP/CRM, delivery
team leadership and Project Management
Meet the Presentation Team
2017 2018 20192013 2014 2015 2016
GP 2013
GP 2013 R2
NAV 2015
NAV 2016
NAV 2017
NAV 2013 R2
GP 2015 R2
GP 2016
GP2016 R2
GP 2015
SL 2011 SP2
SL 2015
SL 2015 CU1
SL 2015 CU2
Dynamics 365 for Financials
Microsoft Dynamics GP
Microsoft Dynamics NAV
Microsoft Dynamics SL
Microsoft Dynamics 365 -
Business edition Dynamics 365 for Sales, for Marketing
SMB Dynamics Roadmap
NAV Cash Flow Key Benefits
o Based on existing transactions in the system
o Can create different cash flow plans based on differing viewpoints.
oHas its own cash flow chart of accounts.
o Allows user to decide on the type of trading data to include (G/L, Sales, Purchase, Service and Fixed Assets).
o Allows manual revenue and expense plans to be applied.
o Inbuilt chart or reporting by NAV Analysis Schedules
o Export to Excel
Steps Required to use Cash Flow Functionality
oStep 1 – Chart of Cash Flow Accounts
oStep 2 – Perform Setup for Cash Flow Functionality
oStep 3 – Create Cash Flow Forecast
oStep 4 – Create Manual Entries
oStep 5 – Create Cash Flow Worksheet
oStep 6 – Register Cash Flow Worksheet
Overviewo A business analytics service
provided by Microsoft
o Interactive Visualisations
o Multiple Data Source Possibilities
o Two Versions
o Power BI (Free)o Power BI Pro (£6.20 pupm)
Free Pro1 GB per user 10 GB per userDaily Refresh Hourly Refresh10K rows / hour stream 1M rows / hour stream
Publish Content PacksOffice 365 Group Collaboration
Dynamics NAVo Dynamics NAV 2013 R2
o Odata (Open Data Protocol)
o Query Objects
o Dynamics NAV 2016
o Content Packs
o Dynamics NAV 2017
o Embedded Power BI Apps
Report Writingo Publish Queries and Pages
as Odata
o Two main report writing tools
o Microsoft Excelo Power Pivoto Power Viewo Power Map
o Power BI Desktop Designer
PowerBI.como Online Services (standalone or with O365)
o Sharing & Collaboration
o Natural Query Language
o DataSets
o Live Dashboards
o Reports
o Mobility
o Data Refresh
Key Take Away Points
o Can sign up to Power BI today (https://powerbi.microsoft.com)
o OData compatability since NAV 2013 R2
o Not just Dynamics NAV!
o Readily available report writing tools
o Constantly improving and part of the Dynamics Roadmap
In Office 365 Experience: Outlook Add-in
MailDashboards for: • Customer • Vendor• Contact
Send and receive documents
Quick links to documents
CalendarCustomer dashboard
Send documents
Enter time for Jobs
StandardSolution
Item Enhancements
oPictures via new Brick View
o Item Categories (Hierarchical)
o Item Attributeso Inheritance from Item
Categorieso Taggingo Filteringo Reporting
o Item Forecastingo Cortana Intelligence
StandardSolution
G/L Enhancements
oNew Account Schedule Reports
oG/L Account Categories
o Improved nominal reporting
oDirect integration with A/C Schedules
oSimplified Role Centres & Pages
o Improved User Notificationso (e.g., - Credit Limit, Setup errors)
oAssisted Setupo (e.g., - Credit Limit, Setup errors)
oReport Settingso (Last Used Options and Filters)
User Experience Enhancements
Other Enhancementso Jobs
o Improved Job Card / Job Costing Wizardso Job Quote
o Richer Incoming Documents (OCR through Lexmark) o Now handles Line Level Capture (Whole Invoice)o Over 1000 customers and partners
o Payment Reconciliationo Now includes Bank Ledger Entrieso Matching on External Document No
o Cashflowo Cashflow generation can now be automated o Includes support for VAT Statements o Includes JOB WIPo Utilises Cortana Intelligence
oSimple setup of Email logging and Exchange Integration
oContact Synchronisation
oNew Outlook Addin!
Emails Logging and Contact Synchronisation
oSimplified Setup Wizard
o Item Availability in Dynamics CRM
oAdvanced Pricing: Customer and Item Price Groups are mapped
o Improved UI and Configurability
Dynamics CRM Online Integration Enhancements
Microsoft Flowo Create automated workflow
across your apps and services
o Aimed at Business Users – Not Developers
o 57 Services and growing
oNew templates for NAV 2017
oCreate Powerful Apps without writing a single line of code!
oCreate apps that enable you to read data, write data or take actions
oCreate apps for your PC, tablet or Phone
oLeverage numerous Data Connections
oSign up for a FREE account at https://powerapps.com
Power Apps
oUsed in NAV 2017 for:o Inventory Forecastso Cash Flow
oAzure SubscriptionoMachine Learning
oUsed a Time Series ExperimentoDeployed as an NAV Extension
Cortana Intelligence with Dynamics NAV 2017
StandardSolution
NAV 2017 - D365 o Bricks
o Any list
o Attributeso Business defined
o Forecasting o Sales and Inventoryo Cash Flow
o Take a copy of database, restored on QuantiQ serversoUnderstand current workflows in context of new version
o Sometimes with a consultant
oDatabase Analysis exerciseoDocumentation of any custom adaptionso Removal of custom code/adaptation to new code baseoDevelopment, merging of code to new version oData migration testingoUAT and deployment
Current Process
oClassic WayoModifications within underlying sourceoObject DesigneroMerge process required each time new code released
oExtensionsoDeveloped outside source codeoDeployment ‘layered’ over code baseoHistorically code merge takes most time, ‘Hook in’ to base codeoNAV 2017 supporting all objectsoNew development tools and investment from Microsoft
What’s different today
oA new approach to developmentoCustom code maintained separately to base codeoAdaptations to new versions become less workoFits in line with Microsoft more frequent releasesoCase by case for each customer, roadmap for some installations
How this impacts upgrade
WORD DOCUMENT LAYOUTS
o Tool that allow companies to create and amend word layout of the printed documents and reports
What is it?
Who can use it?o Companies using NAV 2015 and onwards
WORD DOCUMENT LAYOUTS
o Full control of the layouts of the most of the documentso Ability to add e-mail body message o Predefined templateso No Development requiredo Works well with Zetadocso Different layout per company
Benefits?
Disadvantages?o Minimal development might be required to add customised fieldso First setup of the layouts might require more configuration time
WORD DOCUMENT LAYOUTS
Examples in NAV
o Modifying existing layouts – Sales invoiceo Creating new layout from scratch – Purchase order