Tag Archives: Navision

Electronic Invoices in Microsoft Dynamics NAV 2016

Microsoft Dynamics NAV As the forwarding of invoice documentation to public agencies (B2G = Business to Government) will soon be obligatory in some European countries, in the latest version of its ERP-system Dynamics NAV 2016, Microsoft has created the application basis to send and receive invoice documentation in digital form.

Linked to this is the implementation of basic data structures for the standardised exchange of data and specific processes which consider the special attributes of incoming and outgoing digital documentation. It is important though, to point out that only the invoice / credit note document types have been implemented by Microsoft so far and can now be sent and received as described below.

Many companies have already automated their processes in this area with the help of EDI processes, and are generally realising the complete process chain, starting with the incoming order through the delivery, ending at the invoice with the corresponding digital documents. On this basis, the introduction of electronic invoices can simply be seen as being a further step towards the complete implementation of digital business processes. Nevertheless, this is an important step, since with the implementation of the invoice a wide-ranging basis has been created both on the setup side and the master data side.

Generic platform
Microsoft Dynamics NAV 2016 has been extended to be able to receive, manage, process and send digital documents in an XML-structure. The appropriate processes can be implemented in NAV on a parameter-controlled basis.

Dynamics NAV 2016 Electronic Invoice

In addition, the appropriate bases in the management of data have been created in NAV in order to support the exchange and allocation of communication parameters (management of conversion tables for units, allocation of the GLN (“Global Identification Number”) codes in the master data etc.). The status of the send/receipt transactions can be recognised by the administrative assistant at a glance at all times, and a drill-down in the activity log of the process is also possible. The GTIN (“Global Trade Item Number”) required for the identification of specific items has also been incorporated in the master data.

Sending of invoices
In the version of 2016, the following formats are provided for the sending of invoice data as standard:

  • PEPPOL AP Connectivity in the formats 2.0 and 2.1
  • Tradeshift
  • Creation of a file and/or and email with an attachment

PEPPOL is a concept which has been created by the European Union and consists of a platform that has been provided for the entire topic-area of “E-Procurement” (B2G).

Tradeshift provides a “Value Added Network” which supports the exchanging of documents in the B2B area. At the basic level it can be used free of charge.

Invoice data which corresponds to the above-mentioned conventions can be imported directly in Dynamics NAV.

Converter software
If your company takes a wide-ranging approach to the digital exchange of external notifications (EDI = “Electronic Data Intercharge”) and internal notifications (EAI = “Enterprise Application Integration”), then as before, the use of specialist software for the conversion, mapping and sending of documents is an economically viable idea (e.g. Microsoft BizTalk Server or Lobster). For this, all the standard formats (EDIFACT, IDoc, VDA etc.) and special methods of transfer (SMTP, AS2, FTP, X.400, OFTP etc.) have been implemented as standard.

For standard EDI notification types (ORDERS, DESADV, INVOIC), in the scope of the sector solutions, prisma informatik has provided an exchange structure on the basis of OPENTRANS. This structure enables the exchanges between NAV and the converter software to consistently take place in a uniform way.

Further technical development in Microsoft Dynamics NAV 2016 and “E-Everything”

Microsoft Dynamics NAV In many versions prior to NAV 2016, technical work had already started on ensuring a high degree of connectivity with the outside world. As a central ERP-system, Microsoft Dynamics NAV has the most modern technical standards, which enable it to exchange data with other systems in real time and to outsource processes unnotelessly for the user to subsystems.

By establishing a higher interoperability with other, above all specialised systems, it is becoming increasingly unimportant to include complex or maintenance-intensive and varying functionality as an individual programming in the ERP-solution. With the so-called Web Service Communication, associated with the XML-based data exchange, it is now possible to design processes synchronically in machine-to-machine communication. This concept has meanwhile become indispensable in many applications in modern ERP-architecture.

Expansion of the Development Environment

For this reason Microsoft is expanding the Integrated Development Environment (IDE) with every version of Dynamics NAV, to implement the design of the application and the process control function effectively with the latest technologies.

Since Dynamics NAV is increasingly positioned by Microsoft in a Cloud Operating Model, it is of greater significance that the solution operated in this way is not optionally individualised, as this will push the supply platforms to their limits. As such, also in the version NAV 2016 a number of innovations were introduced, which essentially target the backgrounds mentioned above.

Developers can now – as in other development environments – also query so-called “events” across the entire system in Dynamics NAV, in order to react in the program code to status changes in other areas of the program. With this technology it is possible to integrate additional functions in the individual processes, without directly modifying the core source code of the standard application. For the user and operator of the ERP-solution, this ultimately means that fewer medium and long-term costs are generated during maintenance work and updates.

Likewise, separated “Apps” can be installed in Dynamics NAV, which do not change the existing object model, although they do have an influence on the data and functional model of the application.

Microsoft not only updates the system “superficially” or in terms of “contents”, but also ensures that current technical requirements can be met. With version 2016, developers and designers are also provided with further high-performance tools to create specific applications, which are of great benefit to them in their day-to-day using.

Continue reading Further technical development in Microsoft Dynamics NAV 2016 and “E-Everything”

Microsoft Dynamics NAV 2016 – CRM Integration

Microsoft Dynamics NAV Not only because of the successful online availability of Dynamics CRM (Software as a Service) and the overall widespread use of the ERP application Dynamics NAV, many companies use both of these Microsoft products.

In the interests of efficient customer management, however, simple parallel operation of the two systems does not make sense. Both products utilize central data structures in a company, like customer management, for example. Instead, it makes sense to integrate the two systems technically so that processes can be organized seamlessly and efficiently in both.

Standard CRM integration into Dynamics NAV
With its new release of Dynamics NAV, Microsoft presents an entirely redesigned method of integration between NAV and CRM, far beyond the synchronization tools of the previous versions. Both products are used for their respective strengths regarding the common business processes and complement each other excellently. Information from Dynamics NAV can now be shown natively in the GUIs of the CRM application and vice versa. All employees are thus guaranteed full view of all processes of a given customer.

Coupling and linking
A customer from the NAV application can be coupled with a customer in the CRM, for example, thus enabling automatic background synchronization of master data. This applies most of all to fields used in both applications (e.g. address information). On top of this, so-called links are offered from both applications for all relevant tables, allowing one-click navigation from one application to the other, where further editing steps can be taken if the appropriate permissions exist. Various content types can then be shown respectively in the context of the other program in so-called FactBoxes (e.g. NAV financial accounting statistics shown in CRM or CRM sales opportunity statistics shown in NAV).

Dynamics NAV 2016 CRM Integration

Process integration
Processes can also be integrated between the two systems. Sales opportunities in the CRM system can thus directly result in quotations and orders in the ERP system. System information will then be posted there in the future as well (e.g. when billing is complete for a process associated with a CRM element).

The strengths of each product should be considered in the respective process stage in the conceptual design. Run-up and initiation of sales transactions belong in CRM while fulfilment, logistical handling and billing belong in NAV.

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

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.

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.

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!

Dynamics NAV 2015 Tablet Client

Microsoft Dynamics NAV 2015 With the latest version of its ERP software Dynamics NAV 2015 Microsoft introduced a very special feature: the tablet client.

Dynamics NAV 2015 has brought many innovations. A highlight among them is certainly the tablet client. With this new feature Microsoft responded to a changed user behavior, and increases again the capabilities of the integrated ERP system Dynamics NAV.

For mobile access to current company data and processes, only the Windows client and browser-based web client have been available so far. While the web client translates the operating concept of the normal Windows client in a browser, with the tablet client the operation of each program element is fully adapted to the typical operation of a tablet device with touch screen:

  • intuitive control through gestures
  • convenient and continuous controllability of all program elements by touch
  • presentation of content in a form appropriate to the screen size

Remarkably, the tablet client is offered for the three most common device types. There is no limitation to Microsoft’s own hardware offerings The tablet client is available for:

  • Apple / iPad, Mac OS
  • Microsoft Surface / Windows operating systems
  • Device with Android OS

To use the tablet client, an app offered by providers on the respective platforms must be installed on the respective device. Furthermore, establishing a connection to an existing NAV 2015 operation system is necessary. With the user login, the app presents the role center and associated contents which can be accessed, designed for the specific user.

Microsoft Dynamics NAV 2015 Tablet Client

The tablet client accesses the same technological base and the same development environment as does the web client. Elements and objects of the tablet client are basically no new elements which have to be made or adapted to each case separately: For example, the insertion of a customized field can be performed in a single step for Windows client, web client and tablet client altogether. This, of course, saves enormous effort, because no detached web applications have to be designed, implemented or require maintenance.

 

Dynamics NAV 2015 Feature Highlights

Microsoft Dynamics NAV 2015 Features Last October, Microsoft placed the new version of its ERP software named Microsoft Dynamics NAV 2015 on the market. The new version contains lots of interesting innovations.

For three months now, users of the ERP system Dynamics NAV 2015 (Navision) have been able to access and benefit from the new and enhanced features of the software. Many of the innovations promise an even easier and more comfortable use as well as enormous time and cost savings. We have summarized the most important features for you:

Flexible use of the new tablet client
With the new tablet client, users have the possibility to work with Dynamics NAV 2015 not only on the Windows or web client, but also from on the way on their mobile devices (iPads, Microsoft and Android tablets), allowing them to access enterprise data and processes location-independently. With the release of the new version, Microsoft provides Dynamics NAV apps for the use on mobile devices (tablets only), which can be downloaded in the respective app stores.

Optimized user interface
A new customizable user interface allows to set up role centers and pages using active info tiles and individual color coding, so one can easily navigate, and quickly access key information and KPIs. This enables the system to indicate any need for action that might exist in any specific case. By adapting the menu to user roles and permissions, users see only the relevant information.

Microsoft Dynamics NAV 2015 Features Release Tablet Client Document Report

Comfortable document layout with Microsoft Word
Within the application individual document reports can be designed comfortably in Microsoft Word (instead of Visual Studio) without consulting an expert, and can afterwards be rapidly imported into Dynamics NAV 2015, thereby offering easy design possibilities. The software also provides some predefined templates which can be used or modified according to own taste and requirements. The process here is designed similar to a mail merge in Word.

Integration with other Microsoft applications such as Office 365
Microsoft Dynamics NAV 2015 offers the ability to integrate with other Microsoft products such as Office 365, and then comprehensively use the two applications. For example, users can access Word or Excel directly through NAV 2015, and get the necessary information.

Improved update options and performance
In Dynamics NAV 2015 automated processes for standard installations help to optimize update performance to increase efficiency and speed. This in turn may lead to huge cost and time savings, for example, if the upgrade to the next version of Dynamics NAV is imminent.

What’s New in C / SIDE
The new version also brings some improvements regarding the development environment in Dynamics NAV 2015. There is, for example, a new property in the page elements for subpages, where several lines of code can be marked simultaneously, and be commented with a single click.

These features and further “small improvements” shall make working with Microsoft’s ERP system more efficient and comfortable in the future.