• Dynamics NAV is available on premises and in the cloud.• Web and Mobile clients will be the focus moving forward.• Office 365 integration is a key focus for Microsoft.• NAV is the right solution for SMB & Mid Sized Businesses.• Dynamics 365 Financials is a SAAS product for small

customers.

Dynamics NAV 2017 Key Takeaways

Dynamics NAV Roadmap

2014 2015 2016 20172013NAV 2013 R2“in” Office 365“On” AzureMulti TenancyCash Management

Dynamics NAV 2015Tablet clientOffice 365 IntegrationPower BIDocument Reporting

Dynamics NAV 2016WorkflowDocument Management & OCRStreamlined UX

NAV + NextDynamics NAV 2017Enhanced “in” officeEnhanced CoreExtensionsEmbedded PowerBI

Dynamics 365 for Financials (US)

Dynamics 365 for Financials (NZ)?

NAV 2017 D365 Financials

Availability Worldwide US & CACustomers SMB SmallDeployment Cloud/on prem CloudFunctionality Full ERP FinancialsCustomisable Fully NoAddons ISV & Apps Apps only

Feature

In Office 365 experienceEmbedded Power BI

Setup and configurationUser experienceFinanceJobsSales role centerItemsE-everything

Cortana IntelligencePowerApps & Microsoft FlowNotifications Extensions

IN THE CLOUDON-PREMISES

Enhancing the core application

Bringing two worlds together

One Microsoft

Microsoft Dynamics NAV 2017 – what’s new

IN OFFICE 365 EXPERIENCEImproved office 365 experience, contact synchronisations and simplified outlook experience

EMBEDDED POWERBIView PowerBI from within Dynamics NAV

TWO WORLDS TOGETHER

Enriched Office experienceYou can use the Microsoft Outlook add-in to manage business interactions directly in Outlook. You can quickly access financial information, and create and send documents without leaving Outlook.

You can automatically synchronize customer and service item records with Microsoft Bookings in Office 365, viewing financial information about a customer, and creating and sending invoices directly from a Bookings appointment.

You can also create a data connection from Microsoft Excel directly to your Microsoft Dynamics NAV data, and be able to view, edit, and update the data.

Your business inbox is ready

Enriched Office experienceYou can use the Microsoft Outlook add-in to manage business interactions directly in Outlook. You can quickly access financial information, and create and send documents without leaving Outlook.

You can automatically synchronize customer and service item records with Microsoft Bookings in Office 365, viewing financial information about a customer, and creating and sending invoices directly from a Bookings appointment.

You can also create a data connection from Microsoft Excel directly to your Microsoft Dynamics NAV data, and be able to view, edit, and update the data.

View Documents from within your inbox

Enriched Office experienceYou can use the Microsoft Outlook add-in to manage business interactions directly in Outlook. You can quickly access financial information, and create and send documents without leaving Outlook.

You can automatically synchronize customer and service item records with Microsoft Bookings in Office 365, viewing financial information about a customer, and creating and sending invoices directly from a Bookings appointment.

You can also create a data connection from Microsoft Excel directly to your Microsoft Dynamics NAV data, and be able to view, edit, and update the data.

Approve Documents from your inbox

Enriched Office experienceYou can use the Microsoft Outlook add-in to manage business interactions directly in Outlook. You can quickly access financial information, and create and send documents without leaving Outlook.

You can automatically synchronize customer and service item records with Microsoft Bookings in Office 365, viewing financial information about a customer, and creating and sending invoices directly from a Bookings appointment.

You can also create a data connection from Microsoft Excel directly to your Microsoft Dynamics NAV data, and be able to view, edit, and update the data.

Be prepared for meetings

Embedded PowerBI

You can use embedded Power BI to easily create insightful charts and reports using Power BI, and make them available within your Microsoft Dynamics NAV 2017 role center.Leverage the Microsoft Dynamics NAV 2017 Power BI Content Pack to get started, and utilize existing Power BI security to manage reports.

USER EXPERIENCEContinuing the significant improvements from 2016 to simplicity, productivity, and performance, Microsoft Dynamics NAV 2017 simplifies the experience even further, in particular for novice users.

APPLICATION IMPROVEMENTSFinance, Jobs, CRM and Items improvements

ENHANCE THE CORE

Finance improvementsImprovements include:

• Easily cancel and correct Invoices• Account Categories• Financial Reports• Enhanced Bank Reconciliation

You can use the Microsoft Outlook add-in to manage business interactions directly in Outlook. You can quickly access financial information, and create and send documents without leaving Outlook.

You can automatically synchronize customer and service item records with Microsoft Bookings in Office 365, viewing financial information about a customer, and creating and sending invoices directly from a Bookings appointment.

You can also create a data connection from Microsoft Excel directly to your Microsoft Dynamics NAV data, and be able to view, edit, and update the data.

Correct or Cancel posted Invoices

You can use the Microsoft Outlook add-in to manage business interactions directly in Outlook. You can quickly access financial information, and create and send documents without leaving Outlook.

You can automatically synchronize customer and service item records with Microsoft Bookings in Office 365, viewing financial information about a customer, and creating and sending invoices directly from a Bookings appointment.

You can also create a data connection from Microsoft Excel directly to your Microsoft Dynamics NAV data, and be able to view, edit, and update the data.

G/L Account Categories

Simplified JobsYou can enjoy a streamlined experience in Jobs, to help you manage your projects better. Use the new Jobs setup wizard to set up jobs, enter time sheets, and Job Journals more easily, and use the updated Project Manager role center to quickly access common tasks, new charts, and a new My Jobs list.

On the Job Card, you can see tasks, use the new Project Manager field, and get better visibility into the costs and billings for your jobs.

A new Job Quote report enables you to quickly email a customer the price for a project.

Simplified Relationship Management

You can work more effectively with Relationship Management from your phone, taking advantage of enhancements to the Sales and Relationship Management Role Center.

A simplified CRM includes contact management, interactions, and sales opportunities. You can also use improved interactions logging from your phone, logging email messages using Office 365

Contact Synchronisation

Use Contact Synchronisation to integrate your contacts from Microsoft Dynamics NAV 2017 with your People Hub in Office 365 or Microsoft Outlook.

Keep your contacts synchronized between Microsoft Dynamics NAV 2017 and Office 365 or Microsoft Outlook, and automatically run a background synchronisation at scheduled times.

Use filters to synchronise only the Microsoft Dynamics NAV 2017 contacts that you want to see in Office 365 or Microsoft Outlook.

E-EVERYTHINGThe creation of the OData end points is limited to only those in your organisation that have permissions to run the tool. All other security is managed through existing OData permissions

CORTANA INTELLIGENCEFinance, Jobs, CRM and Items improvements

POWER APPS & MICROSOFT FLOWof the OData end points is

EXTENSIONSof the OData end points is

NEW OPPORTUNITIES

CORTANA INTELLIGENCE

You can use the Sales and Inventory Forecast extension to get deep insights about potential sales and a clear overview of expected stock-outs. • Predict Potential Sales• Overview of Expected Stock outs• Best Choice• Transparency

Extensions & AppSource

Extensions will become the way in whcich any project is customized and every add-on/vertical solution is built

Appsource is where you will be able to purchase extensions

BLANK PAGE HEADINGDYNAMICS NAV 2017 DEMO

• Dynamics NAV is available on premise and in the cloud.• Web and Mobile clients will be the focus moving forward.• Office 365 integration is a key focus for Microsoft.• NAV is the right solution for SMB & Mid Sized Businesses.• Dynamics 365 Financials is a SAAS product for small

customers.

Dynamics NAV 2017 Key Takeaways