Tag Archives: Microsoft Outlook

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.

“Project Madeira”: Improvements and new Features to the July update

In July, Microsoft released an update for its cloud-based solution “Project Madeira”. This offers the users some interesting new expansions in addition to a number of small improvements.

The innovations mostly affect the interaction between “Project Madeira” and Outlook, the improvement of the sales documents and the connection to Dynamics CRM.

New features in Microsoft Outlook

Outlook now is equipped with certain new functions. From an appointment in the Outlook calendar, you can directly open the “Project Madeira” add-in, for example, in order to get an overview over the customer associated to the respective meeting. It is even possible to create and send an invoice for the appointment – without leaving the application.

Microsoft Project Madeira new features in Outlook
Source: Microsoft

A further possibility is, to send e-mail attachments (e.g. invoices as a pdf file) directly from the Outlook add-in to the list of “Incoming Documents” in “Project Madeira”. Then they can be forwarded to an OCR service which converts the received information into a digitally useable format. The entire process is carried out in the Outlook add-in. By the way, the user will also be informed there as soon as a software update is available.

Expansion of sales and delivery documents

The sales documents in “Project Madeira” have been expanded with a number of important fields. The changes now allow information in relation to the transport service and the tracking number to be recorded, which allows a better traceability for the delivery of goods.

Microsoft Project Madeira expansion of sales and delivery documents
Source: Microsoft


Adding own article attributes

Inventory articles can now also be labelled with various characteristics. The user can define his own types of attributes (e.g. colour, country of manufacture or size) and add these to the articles in addition to the built-in item characteristics. The inventory can subsequently be filtered using the various attributes. This makes the search for specific articles easier for both the user and the customer.

Linking with Microsoft Dynamics CRM

“Project Madeira“ already contains basic customer relationship management and opportunity management. If the available functions are not enough, it is now possible – supported by a setup guide on the Business Manager homepage – to create a link to the Microsoft Dynamics CRM in order to use its comprehensive features (e.g. in the area of marketing and customer service). This means that data from “Project Madeira” and information from the CRM can be connected seamlessly.

Further innovations

Further additional expansions can be installed via the “Extension Management” webpage. These include the verification and correction of all addresses in “Project Madeira”, as well as a simplified migration of data (e.g. customers, vendors and items) from Opera or Sage to “Project Madeira”.