Setup & Extensions
In terms of Setup everything has been put into one place. No more having to go to different role centers to find certain functionality setup.
A single place for settings
The new Setup & Extensions page provides a single place for accessing various setup and settings
Commonly required configuration tasks have assisted setup (wizards), which aid in the process. All of these can now be accessed in one place.
All detailed settings pages are available in the manual setup list
Sub lists allow for filtering to settings within an area, such as Finance or Inventory
The list entries have descriptions, an area and keywords, all are searchable.
Service connections and extensions
Service connections, such as OCR, SMTP, currency exchange services, CRM connection etc can also be managed from the Setup & Extensions page
Finally, extensions are listed as well, to allow adding and configuring extensions.
Each role center contains a user task cue which allows you to distribute and assign tasks to anyone in the company.
User Task Setup
System wide tasks
Assign to any user
Track due date
User Tak Lists
Pending User Task cue added to all roles
Bulk-delete completed user tasks
Employee Ledger Entries
You can now have entries on an employee. This means that you can within a journal post directly to an employee, apply and unapply payments, and there's an even payment suggestion report that will suggest which employees to pay. This is all setup with posting groups.
Create journal entries directly for employees. There is no longer a need to create vendors for employees.
Only LCY supported
Employee posting group
Define the default posting group (account) used for an employee on the employee card
Make payments to the employee in Payments Journal
You can apply payments to open employee entries in one go, linking the payment to the employee journal entry and closing both
Correct mistakes with unapply payments
Like with vendors, get a list of all outstanding employee payments.
NAV is now able to use cognitive services to allow pictures taken from a contact person to attach to a contact person it can detect a person's age and/gender. On items where you have to specify a category or an attribute it will analyze the picture and suggest what it is so typing is limited.
While attaching images to the contact card, automatically detect a person's age and gender.
Identify category and attributes of an item from a picture including: type and color.
Asking if you want to enable the Image Analyzer
And this is how it looks once the image is analyzed and fields are populated.
Dynamics 365 for Sales Integration
Already had Sales Integration but it has been improved upon.
Synchronize your data across the two apps, including sales orders, item availability, units of measure, and currencies
Connection setup guide now includes coupling of salespersons to users of Dynamics 365 for Sales
Run full synchronization when the connection has been set up. The synchronization runs in the background so that the user can continue working.
When creating sales or purchase documents, the default salesperson/purchaser code is specified for your user account.
Set default chances of success in sales cycle stages in opportunity management
Send a sales quote to a contact without having to create them as customers first.
Sales orders from Dynamics 365 for Sales with write-in products transferred to Dynamics NAV
Sales orders from Dynamics 365 Sales can be automatically converted to sales orders in Dynamics NAV without manual intervention.
Sync Vendors to OCR
Get access to detailed vendor data in Kofax Invoice Capture Service (ICS).
Whenever a new invoice is trained in Kofax ICS, the proper vendor name can be assigned, ensuring naming consistency between the systems.
Improved OCR quality
Kofax ICS can use the vendor names to better detect an invoice from a vendor the first time.
Triggered on changes
Whenever a vendor is changed, it will update Kofax ICS if sync is enabled.
Control data share
Out of the box, sync is not enabled, so that nothing is sent without consent.
It must be enabled in the OCR Service Setup
Item Charges - distribute by volume and weight
Direct Transfer orders. You no longer need to use an in-transit location.
Update name based on VAT number in EU
Mater data addresses for customers and vendors can be updated from sales and purchase documents
Show help search results along with in-product search
Intercompany: Automation of IC Outbox and IC Inbox
Bulk Invoicing - Select More
Posting Groups - Suggestion of accounts
Print G/L Register report with "Show details" options which will print descriptions for related posted document lines.
New reports: Received, Not Invoiced Purchase Orders and Shipped, not Invoiced Sales Orders
Check printing - 3 checks per page
Payroll import - QuickBooks
Flow, Power BI and Office
Microsoft Flow Embed Experience
Offers pure embed experience - create, edit and manage your Flows from within Dynamics NAV.
Connect using the Microsoft Dynamics NAV connector
Connect and monitor Dynamics NAV or non Dynamics NAV data
Manage & Monitor
Easy to manage approvals
Monitor, notify and update data automatically.
Select the Flow environment you want to work with
Power BI Reporting
Create Contact Interactions in Outlook
Use NAV templates to create emails in Outlook.
Track the interactions on the NAV contact record.
Preconfigured Excel Reports
Edit in Excel for Journal Pages
Edit in Excel is added to many journal pages in NAV
Update Data in NAV
Create, edit, and publish journals to NAV from Excel
Old Way: Change company requires restart of client or new login
New Way: No need to login again. Session is refreshed for the user
All supported browsers
All supported mobile platforms
Directly in the client
No need to download and install viewer apps
Select, copy text
Innovative opportunities going forward
With the new Power BI reporting control, you can gain awareness of your Power BI reports by making them visible from within the most highly-used lists in Dynamics NAV.
Interact and filter the reports by simply selecting records from the associated list page.
Updated content packs for NAV 2018 to support latest power BI functionality.
Direct navigation to Power BI content packs available to the general public.
All necessary connection information available in a single page.
New Microsoft Dynamics NAV Power BI connector
Are you thinking about upgrading to or purchasing NAV 2018? We can help! Contact us.