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Incoming invoice process with OCR in Microsoft Dynamics NAV 2016

Microsoft Dynamics NAV 2015 Incoming Invoice Process with OCREven though, in keeping with tradition, invoices continue to be sent in hard copy by suppliers, Microsoft Dynamics NAV 2016 offers an opportunity to digitalise the process and thus map it more efficiently in the ERP process. Using an OCR service (optical character recognition) provided by Lexmark, each incoming receipt can be converted into a structure processed by NAV.

The new function sends PDF documents (scanned or electronically received incoming receipts) to the recognition service. The recognition service analyses and extracts the information located   centrally on the respective receipt and then supplies the user with an “incoming invoice file” to be processed directly by Microsoft Dynamics NAV on the basis of this information.

Microsoft Dynamics NAV 2015 Incoming Invoice Process with OCR

However, it should be mentioned at this point that the recognition focuses only on information of the invoice head (creditor, receipt no., amount etc.), so that the invoice can be recorded in a purchase/accounting sheet or purchase invoice/credit note in the financial accounting department. Then, by means of the configuration settings, the information recognised can be assigned to various NAV database elements. The recognition of line items and the associated creation of an item-specific invoice in NAV are not provided in this version. The determination of the corresponding general ledger account has to be defined by “Mapping Text to Account”, since it is not automatically linked.

Microsoft Dynamics NAV 2015 Incoming Invoice Process with OCR

The OCR service is available as standard for all users of the 2016 version and requires only a registration. The user then receives corresponding access data and a certain monthly volume of documents to be processed from Lexmark for free. Lexmark offers different rates that can be booked additionally, if the usage increases.

Microsoft Dynamics NAV 2015 Incoming Invoice Process with OCR

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

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.

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.

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

Qlik Sense Enterprise 2.0

Qlik Sense Enterprise 2.0 Qlik Analytics Platform Qlik DataMarket Qlik CloudAt this year’s global partner summit, BI software vendor Qlik announced not only the first major release for Qlik Sense, but also previewed of a number of other new products in the course of this year. Thus, Qlik is expanding its portfolio significantly and evolves from solution provider to platform vendor.

At the annual partner conference “Qonnections” last week in Dallas, Qlik announced the first major update of its data visualization solution called Qlik Sense Enterprise 2.0 to be released in June this year.

In a preview of the features included in the new version, amongst others, enhanced facilities for loading and processing data were presented. The new Smart Data Load function allows users to select from multiple data sources and combine them into one application. The new features also include improved visualization options and features concerning the map objects, KPI objects and pivot tables, as well as the possibility for an easy export of analysis views to PDF and PowerPoint. Moreover, the current Smart Search function will be further expanded.

In addition to the new version, a number of new products have been announced, which will significantly expand the portfolio:

The new Qlik Analytics platform will offer developers in the future many new opportunities for the creation of applications and web mashups. The Qlik Analytics platform is based on the patented QIX analysis engine and includes all available product APIs. By using the Qlik Analytics platform it will be possible in the future to comprehensively manage all components of the new Qlik family on a common basis. The Qlik Analytics Platform will be available as of June this year.

Qlik Sense Enterprise 2.0 Release Qlik Analytics Platform Qlik CloudSource: Doug Henschen

Also presented were new members of the Qlik Cloud family – the overarching term for the new, cloud-based services:

  • The Qlik Sense Cloud (so far in its beta version) is a free service, by means of which the own Qlik Sense applications can be shared with up to five other users. To access the shared content via the cloud, an installation of Qlik Sense is not necessarily required. Qlik Sense Cloud is available immediately. Additional feature enhancements are planned for the second half of 2015.
  •  Qlik DataMarket is a service that is best comparable with an app store for data. It allows easy access to a variety of external data sets (such as corporate demographic information, currencies, economic indicators, weather data) in the most diverse areas and levels of detail. Qlik DataMarket will be available for Qlik Sense as of June this year, for Qlik View in the second half of 2015.
  • With the help of Qlik Sense Charts analysis views can be embedded in interactive websites. The respective objects are automatically rendered and optimized for the device on which they are presented. Qlik Sense Charts (beta version) will be available as of June this year.

The next release of the proven analysis solution QlikView 12 was also announced for the second half of 2015. With this release, QlikView is going to be operated and developed on the same technical platform (QIX Engine) as Qlik Sense. In this way, QlikView customers benefit long-term from the improvements and investments made by the software producer.

With the new product portfolio, companies basically are offered more deployment options, freedom of choice and flexibility in the context of an integrated, scalable analysis solution. This way, Qlik is positioning itself for the future as a provider of an innovative and integrated, platform-based analysis solution that covers a wide range of application scenarios – scalable for companies of all sizes and requirements.