Tag Archives: Microsoft Flow

Microsoft Dynamics 365 Business Central: Release in April

Microsoft announced the official name and release date of its new cloud ERP solution. Dynamics 365 Business Central will officially be available in April.

The cloud-based all-in-one business management solution, which was formerly known as Dynamics 365 “Tenerife”, will have the full functionality of Microsoft Dynamics NAV. The On-Premise version will continue to exist.

Starting April 2nd, Dynamics 365 Business Central will be available in 14 countries (including Germany) in two price packages: “Essential” and “Premium”. The “Essential” version contains all the key modules, such as those required for finances, operations, sales and customer service, as well as human resources, project and supply chain management, whereas the “Premium” edition has additional modules for service order management and manufacturing.

Business Central is intended to upgrade entry-level accounting software and ERP legacy systems easily and quickly. Updates are performed automatically by the cloud solution to eliminate complex upgrade processes. The basic functionalities integrate with other Microsoft cloud services (e.g., Office 365) and can be customized and extended with PowerApps, Microsoft Flow, and Power BI for specific, growing, and changing business needs.

Microsofts’ primary goal is to create a flexible cloud platform through automated tasks and workflows (using familiar tools such as Office, Outlook, Word, and Excel), networked data and intelligent technologies to offer users a standardized and efficient way of handling business transactions. The created company networking will be helpful to make informed decisions. Dynamics 365 Business Central has also a new modern user interface to provide a better overview and increase productivity.

Dynamics 365 Business Central
Dynamics 365 Business Central comes with a new modern user Interface (Source: Microsoft)

With the enhanced user experience, its extensibility, and the full functionality of Dynamics NAV, the all-in-one business management solution offers many benefits – particularly for companies, which are looking for a flexible solution that grows and changes with them just as their requirements.

Microsoft Dynamics NAV 2018 – Feature Highlights

As announced at the previous Directions, the latest version of Microsoft’s ERP system Dynamics NAV 2018 has been released on the 1st of December. The new version contains several new features and improvements.

Dynamics NAV 2018 - Feature Highlights

Aside from improved Office 365 integration and several new general features, the changes mainly concern financial accounting and inventory management. The most important enhancements and improvements at a glance:

General new features
With the new version, the user is fully supported during setup and configuration by various setup wizards accompanying the user step by step in defining the parameters for a certain module or area. In addition, all classic setup pages can now be called at one single place, categorized by area. Another new feature is the ability to change the role center directly in the Web Client without logging off and to create user task lists that – similar to Outlook – can pint to certain ERP-specific tasks, support prioritization and repetition, and can be connected to defined pages or reports. Version 2018 also allows the user to generate a PDF preview of reports in all major browsers (previously only Internet Explorer).

New financial accounting features
In financial accounting, dimension filters can now be applied to all dimensions. These are available, among others, in the chart of accounts, general ledger, accounts payable and receivable. Certain Excel reports, such as balance sheets, profit & loss, cash flow statements or traw balance sheets, can now also be constantly updated via Excel. Moreover, lists (e.g. journals) can now be accessed in Excel and changes written back, taking business logic into account. Both require an Office 365 account. Dynamics NAV 2018 also offers an additional subledger for employees with individual “employee” ledger entries as well as an account type “employee” in the general journal (e.g. for settling travel expenses). In addition, the new Accountant Hub provides cloud-based support for external accountants.

New inventory features
Dynamics NAV 2018 surcharges based on gross weight and volume can now be assigned. Gross weight and volume are taken from the item card and units are converted based on this information. Another new addition is the opportunity to adjust vendors with OCR for an even more accurate recognition of invoices. Moreover, items can now be classified (category and further attributes) based on images (using a cloud-based Azure Machine Learning Algorithm).

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Microsoft Flow And PowerApps

With the advanced development of the Microsoft product world, the opportunities to connect individual services and solutions are also increasing more and more. For example, Microsoft Flow simplifies the workflows between preferentially used cloud-based apps and services. Additionally own apps can be generated, adapted and shared with other users by PowerApps.

By Microsoft Flow, users are able to set up automated workflows between their preferred services and apps, to synchronise files, to collect data and to receive messages accordingly. Templates are already contained in Flow for this purpose; however, the user is also free to create his own workflows that correspond to his own work processes and process requirements. Essentially, Microsoft Flow includes the following features:

  • Delivery of a message as soon as a folder or file has been updated.
  • Automatic collection and organisation of business data.
  • Continuous synchronisation of data so that all folders are always up-to-date.
  • Automation of approvals, e.g. by means of immediate messages via e-mail, Yammer or Twitter.

By connecting the various apps and services, automatic workflows, for example, can be created between Microsoft Dynamics NAV, Office 365, SharePoint, Outlook, Dynamics 365, Yammer and many other applications. In concrete use cases, for example, e-mail attachments could be saved in a SharePoint library, automatic Yammer postings could be created when a new CRM sales opportunity is created, important Outlook e-mails could be copied into OneNote, Dynamics CRM leads could be created from Excel tables, and much more. The interactions between the individual applications are almost unlimited. You can see an example of the creation of a workflow with data from Dynamics NAV 2017 in the following video:

Video Microsoft Flow

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Microsoft Dynamics NAV 2017 officially available

As announced a few weeks ago, Microsoft has now officially launched its latest release Dynamics NAV 2017 on the market. According to Microsoft, the new version of the ERP system puts the worlds of NAV and Office 365 closer together, enhances the platform in different areas and creates completely new opportunities with various apps and Extensions.

Dynamics NAV 2017 Features
Quelle: Microsoft

With the release of Microsoft Dynamics NAV 2017, users and developers have now the following new functions, enhancements and improvements available:

  • Linked directly to Office 365 for easier navigation between Dynamics NAV and Office applications, such as Outlook or Excel as well as Power BI integration
  • Numerous functional enhancements in Financial Management and E-Everything (e.g. improvement of OCR services, cash flow, financial reports, faster payment of invoices thanks to integrated links to payment services such as PayPal and simplified creation of account categories)
  • Integration of Cortana Intelligence for the specific analysis and use of business data and generation of intelligent forecasts and decision making – calculated by powerful machine learning
  • Enhanced user experience due to numerous web, app, and phone client improvements as well as Smart Notifications, which guide users through processes relevant to the context and an Assisted Setup Wizard, which supports the setting up and importing of data, besides other things
  • Improved CRM integration through simplified usage within Dynamics NAV and enhanced CRM functions
  • Simplified categorization, management and filtering of articles by allocating article attributes and enhancing sales documents
  • Many new options for users thanks to helpful extensions that are provided by the already rolled out AppSource (e.g. Quick Box and PayPal)
  • Numerous other new features, such as the integration of Power Apps to create and publish streamlined apps and Microsoft Flow to link various cloud-based data and services as well as many enhancements for developers (e.g. additional object types)

You will soon be able to obtain detailed information regarding the feature highlights mentioned and many other new functions in Dynamics NAV 2017 in our new Dynamics NAV 2017 blog series.

On November 1st, Microsoft also released its new cloud-based business solution Dynamics 365 on the basis of Dynamics NAV 2017 in North America and Canada. We will keep you informed about its content and differences to the “traditional” NAV.