Microsoft Dynamics NAV 2016 – The New Workflow Module

Microsoft Dynamics NAV The latest version of Microsofts ERP solution Dynamics NAV 2016 includes many optimised and new features that make day-to-day work with the software significantly easier for the user. One of the presumably most interesting new features is the option of generically and flexibly configuring and executing workflows directly within the application.

The new workflow module supports the user in consistently and individually controlling ERP processes and, in so doing, meeting existing compliance requirements. Business Process Management is thus IT-supported to an extent. For instance, a user disposing of the appropriate authorisations can independently configure approval and licence processes by defining the respective reactions to certain events directly in Dynamics NAV 2016 (”If”…”then”…). These may include, for instance, a simple notification, the request for consent or rejection regarding a required action, or the automatic initialisation of a process.

NAV 2016 Workflow Module

Notification

If a notification is selected as the reaction, the desired users will be informed about what happened when the respective event occurred, and, if required, these users will be requested to act accordingly. In this case, the corresponding persons will be provided with an email or a message including the respective information.

Approval of a necessary measure

Furthermore, it can be defined that a necessary subsequent task, goods or a document remain blocked until a responsible person within the company approves the respective action and the object for further processing. For instance, a purchase invoice exceeding a certain amount can be blocked until an employee of the company has reviewed and approved this invoice.

Process automation

It is also possible to decide that the Microsoft Dynamics NAV 2016 system should automatically execute a defined response process upon certain events without there being any need for another user to manually initiate the next task.

Microsoft Dynamics NAV 2016 already includes more than 20 workflow templates (for purchase invoice processes e.g.) the user may use. However, developers may additionally define separate workflow events and reactions.

NAV 2016 Workflow Module

Up to now, Microsoft Dynamics NAV provided the option of partially parameterising business processes, but they were always defined by the system. The new logic regarding the workflows therefore creates the possibility to design processes generically and have them executed by users of the ERP System.

Microsoft Dynamics NAV 2016 – Web and Universal App Client

Microsoft Dynamics NAVSince last October the new version of the ERP software Microsoft Dynamics NAV 2016 is available. The increasing orientation towards mobile application scenarios also appears at its efforts to further upgrade the Web Client of the Dynamics NAV ERP software. While the field of application has been limited due to various restrictions in the past, the 2016 version of the Web Client develops into a full-fledged alternative for manifold NAV application scenarios. Additionally, the software has also been optimized for mobile terminal devices and can even be used on smartphones with the help of the new Universal App Client today.

A total of nearly 60 minor but effective enhancements have been implemented with regard to the web client in Dynamics NAV 2016. To date, the majority of the new functionalities have been available within the Windows Client only. First of all, they are designed to enhance the productivity, to simplify operation, and to increase the performance during use. Amongst other things, the innovations refer to the fields of data input, lists, role centre, as well as different basic settings.

Microsoft Dynamics NAV 2016 Web Client

For instance, the software can now be operated in the Web Client with a significantly higher level of comfort by fixing columns in tables, by expanding and closing tabs, and by quickly switching between different clients. Browsing is also easier in Dynamics NAV 2016, since cross-column browsing is possible and matching search results are already displayed during input to the field. Moreover, the new version allows the user to independently perform settings such as language, Company, region or time zone in the Web Client using the new version. These and many other enhancements make working with the ERP system in the web client easier.

The new Universal App Client
Some of the new functionalities can also be found in the new Universal App Client of Dynamics NAV 2016. In relation to the Web Client, this Universal App Client is even more optimized to get used on mobile terminal devices such as Apple iPhone, iPad, or Microsoft Surface. Efficient gesture-based control and the enhanced representation on different screen sizes are prioritized. In so doing, the optimization was advanced to an extent that the client can even be used comfortably on smartphones with any of the common operating Systems.

Microsoft Dynamics NAV 2016 Universal App Client

Microsoft Dynamics NAV 2016 Universal App Client

Microsoft Dynamics NAV 2016 Universal App Client

QlikView 12 officially available

QlikView 12 ReleaseFor just a few hours now, QlikView 12, the latest version of one of the world’s leading Business Intelligence platforms, has been available on the market. Besides several innovations familiar from the beta version, the software now offers additional interesting functions.

Around two months after ending the beta test phase, Qlik has published the latest release of its proven analysis solution, QlikView 12. Even before the official release, users were able to get a first glance at several of the new features and extensions. The new features include the improved QIX Engine, extended touch functions, and a new online help portal including context-sensitive help pages to provide support during product use. Furthermore, the beta version already included optimisations pertaining to the security of external interfaces.

QlikView 12 Release New Features

Direct integration of Qlik DataMarket in QlikView has also been added to the official release of QlikView 12. The innovative, cloud-based data service provides users with access to a large collection of different data records in a variety of thematic areas, e.g. population numbers, currencies, and weather. The data that may be accessed and used directly from QlikView is partially freely available and partially subject to a charge.

Besides this, QlikView 12 includes a RESTful API Connector. This enables a seamless connection between QlikView and other web-based data sources that also possess a RESTful API Connector. For example, QlikView may be simply connected to social networks such as Facebook, Twitter, and LinkedIn, without the need to involve third-party providers or use other extensions.

More information about the innovations in QlikView 12 is also available to you in our blog at: QLIKVIEW 12: BETA VERSION NOW AVAILABLE TO CUSTOMERS and in the following video:

Whats New in QlikView 12

NAVdiscovery 2.0 – Toolbox Now Available For Qlik Sense

Among the numerous solution approaches in the area of Business Intelligence for Microsoft Dynamics NAV, external analysis systems like QlikView and Qlik Sense in particular represent a genuine, high-quality alternative. Because these independent solutions are connected from outside to the ERP system, additional sources can also be integrated without any problems. In this way, the Qlik platform offers the option to combine and consolidate the most diverse systems.

With the newly released version of NAVdiscovery 2.0, the QlikView and Qlik Sense business intelligence solutions may now be easily and conveniently connected to and managed with Dynamics NAV, Dynamics CRM, and numerous other data sources.

Qlik Sense Integration Dynamics NAV Dynamics CRMScript Builder for Qlik Sense
Using the expanded NAVdiscovery Script Builder, the data models for QlikView and Qlik Sense may be produced directly from the individual NAV environment. The desired information can be directly selected, renamed and connected full-automatically. This way, the respective LOAD scripts may easily be created at the press of a button for QlikView, Qlik Sense, or both analysis solutions.

Connector Dynamics NAV Dynamics CRM QlikView Qlik SenseDirect integration for Qlik Sense
In addition, any evaluation and analysis views of both Qlik products may be integrated directly into the interfaces of Dynamics NAV or Dynamics CRM using NAVdiscovery Integration. The systems’ evaluation options may therefore be easily expanded with much more, and relevant key indicators are available at every possible position. The QlikView and Qlik Sense elements to be displayed may easily be configured and changed via the NAVdiscovery menu.

Multiple Data Sources Integration Qlik Sense Dynamics NAV Dynamics CRM Cloud ExcelManagement of multiple data sources
With NAVdiscovery 2.0, integration and management of multiple data sources has also been added. An agile QVD concept enables any other data sources to be integrated and consolidated in addition to Dynamics NAV. This makes the implementation of diverse usage scenarios like easy operation of multiple NAV clients or the integration of Dynamics CRM and other data sources flexible.

NAVdiscovery 2.0 live at Convergence Europe 2015
From the 30th of November to the 2nd December, prisma informatik will present the new release of the NAVdiscovery Toolbox within the context of Microsoft Convergence Europe. This event qualifies as a meeting point for the Microsoft Business Community and warmly welcomes all of its partners, customers, and interested parties again this year.

To arrange a meeting, simply send an e-mail to vertrieb@prisma-informatik.de or contact us by calling 0049 911 239 805 – 77. If you will not be visiting Convergence personally, then we would be delighted to keep you up to date via our Twitter account.

Microsoft Dynamics NAV 2016 officially available

The waiting has come to an end: At Directions EMEA 2015 in Mannheim, Microsoft announced the official availability of its new release, Dynamics NAV 2016. The ERP software offers its users numerous important innovations relating to portability and integration, as well as application-related and technologically progressive upgrades.

Even with the new release of its ERP solution, Microsoft wants to adhere to the three promises made to its users. Like its previous versions, the product shall be quick to implement and easy to use, and above all shall assist medium-sized companies all over the world in achieving their goals.

The release of Microsoft Dynamics NAV 2016 (Navision) brings numerous functional innovations and upgrades. These encompass amongst other things:

• The new innovative Universal App (available for Windows, iOS and Android), which now enables the program to be used even on the smartphone.

• Greater integration with the Microsoft products CRM, Azure and Office 365 to ease workflows, as well as upgraded Power BI Content.

• Extended opportunities for the digitalisation of company documents and processes through Document Management, OCR and a new Workflow Module.

• Improved links to the outside world through new E-Services and Microsoft Social Engagement Integration.

• Additional upgrades in the development environment (e.g. new automated tests), financial accounting and the Web Client.

Release Dynamics NAV 2016
Source: Microsoft

You will soon find detailed information about the new functions and upgrades in Dynamics NAV 2016 in our ERP newsroom.

Further information directly related to the new release can also be found here.

QlikView 12: Beta version now available to customers

QlikView 12 ReleaseThe Beta version of the upcoming product release QlikView 12 is now available to existing Qlik customers. They have the opportunity to test the software until the 25 September and provide feedback to Qlik.

With QlikView various innovations and improvements are awaiting customers, concerning QlikView Desktop, QlikView Server, QlikView Publisher and QlikView Workbench. The following features can be tested in the currently available Beta version:

  • QIX Engine
    QlikView 12 is designed on the basis of the same QIX Engine as Qlik Sense. This allows users to benefit from several improvements, which will above all improve the performance of many applications (in particular those with large tables).
  • Security
    The new version also contains security optimisations, which among other things affect the product’s external interfaces. The improvements will not necessarily be noticed by end users and have no influence on performance and program sequences.
  • New online help
    An online help portal provides users with immediate support in case of problems and questions. Help pages can be accessed on a context-sensitive basis directly from the application, and have a similar format to the help portal for Qlik Sense.
  • Improved touch functionalities
    Additionally, QlikView 12 now offers the possibility of using all functionalities that are executable in the web client via keyboard and mouse (e.g. create, edit and move objects, change properties, use the scrollbar) via the touchscreen of mobile end devices, too.

From now until the 25 September, partners and existing customers can test the Beta version of QlikView 12 and direct their feedback to Qlik.

Dynamics NAV 2015 Tablet Client – Seven Practical Features

Microsoft Dynamics NAV 2015 Tablet ClientBy introducing the Tablet Client, Microsoft gives Dynamics NAV 2015 users brand-new ways to use ERP software directly on location and thereby design company processes more efficiently without Interfaces.

Field staff can use the Tablet Client to initiate and edit highly complex processes directly on site with the customer, for example. It is extremely important that end users accept the Tablet Client. This is because managing processes, such as data collection for CRM business transactions, isn’t as effectively as in the case of order entry. Intuitive, simple, and fast operation ensures users to complete their tasks with pleasure. User experience is therefore a key factor in the success of tablet clients. Here we have listed some of the practical features that make Microsoft Dynamics NAV 2015 comfortable to use on mobile devices.

1. Use simple gestures to analyze your data at a detailed level
The Dynamics NAV 2015 Tablet Client is specially designed for use on mobile devices and it is simple to use with intuitive gestures. The data displayed can be selected by tapping and swiping. It can also be zoomed in and broken down for evaluation at a detailed level.

2. Take photos and upload them to Dynamics NAV without any extra steps
The Dynamics NAV 2015 app allows users to take photos using the tablet camera and directly upload them to the ERP system. The images are also immediately available on the Web Client and the Windows Client and can be attached to documents, for example. Therefore, it is no longer necessary to upload the photos to the computer to transfer them to Dynamics NAV.

3. Sign directly on the tablet
Add-ins in Dynamics NAV 2015 make it possible for the business partner to sign specific documents directly on the mobile device. This eliminates time-consuming paper-based archiving.

4. Transfer data conveniently to Microsoft Excel or Office 365
The Dynamics NAV 2015 app enables users to send tables to Microsoft Excel or Office 365 for editing or further distribution quickly and easily. As a result, it is possible to bypass the Web or Windows Client.

5. Print and send your documents with a single click
The Dynamics NAV 2015 tablet app provides the option to create PDF documents, print them out, or e-mail them directly within the application quickly and easily. All of this can be done in one single step without having to switch to the Web or Windows Client.

6. Benefit from the split screen
Users of Windows-based mobile devices (Surface) can take advantage of the split screen, which makes it possible to use multiple applications in parallel. This way, users can simultaneously display Microsoft Dynamics NAV 2015 and Outlook on the screen, for example.

7. Use the global search function
Unlike the Web Client, the Dynamics NAV App Client offers a global search function. If a term is entered into the search field, the software searches the entire table, without a specific search field having to be specified in advance.

Qlik Sense 2.0 is available

Last week, Qlik announced the official release of Qlik Sense 2.0, the first major release of its data visualization solution. The features included in the new release focus largely on improved possibilities regarding access, loading and processing data.

The new features mainly include:

  • Qlik DataMarket
    The new, cloud-based data service provides the ability to integrate external databases, including demographic information, currencies, economic indicators or weather information directly out of Qlik Sense 2.0. The data sets include both a free and a paid offering.

Qlik Sense 2.0 Release new features Data Market

  • Smart Data Load
    The data load and the automatic, intelligent identification of key relationships in data models have been further improved. Thus, connecting and processing data from different sources has been further simplified – even for non-technical users.
  • Smart Data Compression
    Large amounts of data can now processed and presented even better. New algorithms and visualizations allow meaningful summary even of billions of individual data points.
  • Printing and exporting PDFs
    It is now possible to export worksheets directly from Qlik Sense out as a PDF. The export settings can be customized.

Qlik Sense 2.0 Release printing exporting PDF

  • Additional improvements
    Furthermore, various improvements in terms of usability and the overall look and feel have been made. This includes optimized SmartSearch functionality (also on mobile devices), as well as improved visualization options and features concerning the map objects, KPI objects and pivot tables

The name “Qlik Sense” stands for the whole product family, including Qlik Sense Enterprise, Qlik Sense desktop and Qlik Sense cloud.

The launch of the further announced new products is planned for July this year. The new development environment “Qlik Analytics Platform” is scheduled for 01 July 2015.

Qlik provides a brief video overview oft he new features in Qlik Sense 2.0:

Qlik Sense 2.0 Release features overview

Microsoft Dynamics NAV 2015 Document Reporting

Microsoft Dynamics NAV 2015 A new option in Microsoft Dynamics NAV 2015 allows to layout reports with Microsoft Office Word and thus enables experienced end users to influence the document design.

In previous versions of Microsofts ERP software Dynamics NAV the creation and modification of reports is very time-consuming. Mainly working with the complex development environment Visual Studio, which has been dissolved out of Microsoft Dynamics NAV, is quite challenging without the right knowledge and hard to handle for end users.

The new version of the ERP system Dynamics NAV 2015 now brings a feature, which offers many possibilities in terms of designing reports – also for less tech-savvy users. So the newly introduced feature allows to create and edit documents with the well-known and familiar software Microsoft Office Word. Especially concerning his manifold and strong visual design functionalities, Word is an ideal support for non-experts, because the optical layout happens to 100% with the common attributes of the established word processing program. Integrated and configurable templates and the simple and comfortable use and adjustment are further significant advantages of the new Word document reporting.

Microsoft Dynamics NAV 2015 Features Document Reporting

However, it is also worth mentioning, that the use of Microsoft Word for creating and editing reports truly is a successful alternative to conventional RDLC reports, but not a replacement. Word should particularly be used when it comes to the design of simple and not too large documents, for example, contracts, invoices and letters. Since the software is not a generic report engine, grouping or totals are not possible within the reports. The formatting of numbers is limited to the possibilities provided by Dynamics NAV. Before using the tool, however, it should be examined in each case, what can already be implemented in the data model.

Report Scheduling with Microsoft Dynamics NAV 2015
Another feature that facilitates the reporting in Microsoft Dynamics NAV 2015 is the so-called report scheduling. Users can now schedule reports directly from the Role Center, and plan the generation of resource-intensive reports on the NAV server to a specific time, for example, when the server is not too busy. The output reports can then be stored in the format requested by the user and can be viewed in the report inbox, which is integrated into the Role Center page.

If you have any further questions about NAV 2015 document reporting, please do not hesitate to contact us for advice and assistance!

Direct integration of QlikView & Qlik Sense into Microsoft Dynamics NAV

To establish efficient analysis and reporting processes, meanwhile more and more companies implement flexible, external tools and take advantage of the many benefits and opportunities offered by the modern self-service BI platforms compared to traditional business intelligence systems.

Nevertheless, even after having acquired an external analysis tool, certain reporting options within the ERP system are still required, for example for displaying relevant key performance indicators (KPI).

As Qlik partner especially for Dynamics NAV, prisma informatik GmbH provides a convenient and fast connection of the ERP system and the Qlik solutions with the help of the NAVdiscovery Toolbox. Both, the connection of QlikView as well as Qlik Sense, can be implemented much easier in comparison to standard procedures with NAVdiscovery.

With the help of Dynamics NAV Integration, any evaluation and analysis views can be integrated directly and interactively into the surface of the ERP system. The Qlik components can be embedded on any desired level into Dynamics NAV. The present analysis capabilities within the ERP system can thereby be easily complemented.

QlikView Microsoft Dynamics NAV Integration Scripting Template

By integrating the Qlik solutions, there are almost unlimited evaluation possibilities available in Microsoft Dynamics NAV. Each user can retrieve the relevant information without support from the IT department. Basically, data can be investigated in many directions and independently evaluated – the user is not restricted to pre-built analysis options. Furthermore, with Qlik Sense, there are additional simple ways for creating visualizations, reports and dashboards by dragging and dropping.

Overall, the deep integration of the self-service BI components into Microsoft Dynamics NAV offers numerous benefits, which can be used and customized according to business requirement. The Qlik objects to be displayed can thereby be configured and changed easily via the NAVdiscovery menu.

NAVdiscovery QlikView Qlik Sense Dynamics NAV Connector Integration Template

For more information about the possibilities of NAVdiscovery integration, please have a look on http://www.navdiscovery.com/features/

Seeing is believing – please contact us for a free online demonstration on the possibilities of the NAVdiscovery Toolbox!

 

prisma informatik