Tag Archives: NAV 2016 Release

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.