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 https://www.navdiscovery.com/features/

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


Easy generation of QlikView and Qlik Sense data models out of Dynamics NAV

Since powerful analysis and reporting tools are becoming more and more indispensable in today’s business world, many companies count on BI solutions which promise users considerable time and cost savings in addition to the easy use.

Despite the diverse and innovative analysis options offered by the modern platforms, the generation of the necessary data models for later evaluation entails laborious and time-consuming effort, even for IT specialists.

Particularly data structures, which are not yet available in the desired form in the existing source data (such as Microsoft Dynamics NAV), often have to be processed first extensively, before they can be used for later analysis in QlikView and Qlik Sense.

Examples herefor can be simple applications such as cluster analysis (customer, item) according to different criteria, or even more complex business reports such as balance sheets and income statements (P&L). The mapping of account schedules from Dynamics NAV in QlikView and Qlik Sense into dynamic pivot tables is also a common requirement.

For these applications, the grouping function of the NAVdiscovery Toolbox provides the ability to create analysis views of any data structure from the master data of the ERP system. In this way, individual evaluation structures can be defined, independent of the existing NAV database. The freely selectable structures require no additional field or table extensions and can be created in unlimited hierarchy levels. The setup of the evaluation structures is carried out directly in Dynamics NAV – within the usual data structures and business logic.

QlikView Dynamics NAV Connector Scripting Template NAVdiscovery

This results in almost unlimited options for the design of evaluations. At the same time, the dimensions of the groups can be changed at any time or be used as a template for new evaluations.

The NAVdiscovery Toolbox already contains templates for the most frequently used evaluation structures in Microsoft Dynamics NAV, which can be extended, adapted and reused flexibly.

For more information on the options of the grouping feature, please have a look at https://www.navdiscovery.com/features/

Seeing is believing – don’t hesitate to contact us for a free online demo on the possibilities of the NAVdiscovery Toolbox!

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.

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.


Business Intelligence: no self-service without expert knowledge

Self Service BIEfficient analysis and evaluation methods are essential in times of modern ERP systems. Many companies already benefit from so-called self-service business intelligence solutions and integrate the flexible tools of various kinds into their daily business. But being able to work independently with BI software usually also requires the consultation of an expert to begin with.

Resources and time are precious commodities in today’s fast-paced business world. In this context, the deployed software solutions are expected to make every day work more efficient and to simplify workflows. Above all, conventional analysis and reporting methods often involve considerable effort and cost. To prevent both, and to create more flexibility, many companies have chosen to use modern self-service business intelligence software in the past few years. In the near future, a further increase is to be expected in this area.

Innovative solutions enable users to work independently with corporate data, analyze it and eventually use it for relevant evaluations and reports without having to depend on assistance of the IT department. Because no extensive and continuous communication between end users and the IT department about requirements regarding evaluations to be made is no longer necessary, the expense in terms of time and personnel can be reduced significantly.

Despite the intuitive operating concept, self-service BI tools can often not be readily implemented: particularly for the processing and integration of necessary data sources, it is helpful to consult an expert for advice in advance. During implementation process, basic problems might occur, which often cannot be sufficiently solved with user skills.

For example, in order to determine the complexity and the data structures of modern What is an ERP system in full measure, and to be able to extract the required information and tables, profound understanding of the process, and system knowledge is required. To find and prepare the required data within these structures, service providers can rely in most cases on many years of experience in this field. Furthermore, an appropriate evaluation concept and best practice data models tailored to the specific requirements of the company should be developed before implementation of the self-service business intelligence solutions. Thus, it’s necessary to clarify in advance, what information and evaluations are required by the individual user.

The use of modern self-service business intelligence tools provides many advantages. In addition to the simple and intuitive interface which makes creating evaluations and reports for end users much faster and more efficient, especially the enormous cost, time and resource savings due to not having to depend on the IT department are important factors. However, it should always be considered that expert knowledge is indispensable when implementing a self-service BI solution in order to avoid the problems mentioned regarding data processing and interpretation.

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.

QlikView Scripting for Dynamics NAV

Although modern self service Business Intelligence solutions make it way easier for end users to create own analyses and reports, and even if they are much faster and more flexible to implement than using traditional BI tools, the development of relevant data models as a basis for further evaluations still requires a certain kind of “expert knowledge”.

Even for IT professionals the previous processing and integration of data sources, especially from complex ERP systems such as Microsoft Dynamics NAV, does often involve tedious and time-consuming effort.

The Qlik connector “NAVdiscovery Toolbox” was developed specifically for these requirements: both the integration of QlikView and Qlik Sense into Dynamics NAV can be realized easily and comfortably with NAVdiscovery.

NAVdiscovery does not provide ready-made script templates as do other connector solutions. Rather, the Qlik data model can be automatically generated from the respective NAV environment with its own script generator.

This way, users can work to create LOAD scripts in the known surfaces of their ERP software – and the technical design of the data model takes place within the usual data structures and business logic.

With NAVdiscovery, the desired tables and fields within Dynamics NAV can directly be selected, automatically renamed and connected. Also the export of option values into readable text and the assignment of relational linked tables is done automatically.
For IT, NAVdiscovery allows to create individual, reusable script templates for Microsoft Dynamics NAV, and also provides convenient options regarding management and backup in the development process.

QlikView Scripting

For more information about the capabilities of the NAVdiscovery script generator, see navdiscovery.com

Seeing is believing – don’t hesitate to contact us for a free online demo to see the possibilities of the NAVdiscovery Toolbox!

prisma informatik