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QuantiQ TEQ Day : Dynamics NAV

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Our Mission : #ConnectedCompany

source fulfil account

market sell care

ERP

CRM

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

620 years of combined Dynamics experience700 implementations

fastest growing Dynamics partner

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

DYNAMICS NAV ROADMAP

Business Processes

Productivity Tools

Dynamics 365, Dynamics NAV

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

Training

Cash Flow Forecasting

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

Cash Flow Overview

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

PowerBI

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

Software

(Power BI)

bringing two worlds together

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

B R E A K

NAV 2017 – What’s New?

Bringing two worlds together

Embedded Power BI – Role Centre

Embedded Power BI – Drill Down

Embedded Power BI – Report Selection

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

In Office 365 Experience - Mail

Demo(In Office 365 Experience)

Enhancing the core application & platform

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

Demo(Core Enhancements)

Job EnhancementsSend Job Planning Lines to Outlook!

Job Enhancements

Book time from Outlook to an NAV Job Journal!

Job EnhancementsBook time from Outlook to an NAV Job Journal!

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

CRM Scenario’s & Capabilities

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

Demo(Dynamics CRM Online Integration)

Creating new Opportunities

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

Select a Microsoft Dynamics NAV Flow Template

Microsoft Flow

Microsoft FlowDefine your Flow

Define your FlowMicrosoft Flow

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

Demo(Microsoft Flow & Power Apps)

What is Cortana Intelligence?

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

Demo(Cortana Intelligence)

NAV2017 – incl. Dynamics CRM

StandardSolution

NAV Demo: MS NAV with MS CRM

StandardSolution

NAV 2017 - D365 o Bricks

o Any list

o Attributeso Business defined

o Forecasting o Sales and Inventoryo Cash Flow

StandardSolution

NAV 2017 - D365

o Sync with O365o Sync with Exchange

o Contactso Users/Salespeople

StandardSolution

NAV 2017 - D365 – Purchase from Outlook

StandardSolution

NAV 2017 - D365 – Sell from Outlook

Upgrade Tools & What Next…

oCurrent ProcessoWhat’s different todayoHow this impacts upgrade

Upgrades – How do we get there?

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

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

Claim your:Free 3 day customised Upgrade Assessment

Thank you & meet the Team