Microsoft Dynamics NAV 2018

Microsoft Dynamics NAV 2018 is here

Dynamics Africa is happy to share Microsoft’s announcement of the general availability of the latest version of Microsoft Dynamics NAV!  NAV 2018 is here!

New customers:  For new customers the 2018 version will be available with immediate effect

Current Customers:  For current customers on older versions of NAV, the 2018 version will be available if the current enhancement plan is up to date.  Please feel free to enquire with Dynamics Africa on the status of your annual enhancement.  Email us on info@dynamicsafrica.biz

New features added since 2017:

Setup and Extensions button:   Providing a single place for settings management a new set of options has been added for the Business Manager and newly introduced Accountant Role Centres. From the list of actions you can:

  • open setup pages (assisted or manual),
  • open setup pages for service connections and extensions.
  • Third-party extension providers can add their actions to the list.

In the Manual Setup action group, each action refers to an area, such as General, Finance, and System. The row for each setup page has keywords allowing you to both search across setup pages and to filter the list to only see setup pages within a given area.

Microsoft Dynamics NAV 2018 Setup and Extensions Screen
Microsoft Dynamics NAV 2018 Setup and Extensions Screen

Task management in Dynamics NAV 2018:

Microsoft has introduced a new User Task features that will allow you to create tasks to remind you of work that you need to to/items that need to be actioned.  Tasks can be created by users for themselves or tasks can be assigned to other system users.

Microsoft Dynamics NAV 2018 Task creation Screen
Microsoft Dynamics NAV 2018 Task creation Screen

Employee Ledger Entries:

Employee Account Type:  A new account type and new balancing account type (EMPLOYEE) has been created.  Posting a general journal line with Employee as account type or balancing account type will generate an employee ledger entry. When posting a general journal line for an employee, the Document type field must be either blank or set to Payment.

Microsoft Dynamics NAV 2018 Employee Journal Screen
Microsoft Dynamics NAV 2018 Employee Journal Screen

You can also post payments against employees from payment journals. On payment journal lines, there is a new account type, Employee. You can use this account type to post a payment to an employee. You can apply payments to an employee ledger entry either via the Applies-to Doc. No. field on the payment journal line or by choosing the Apply Entries action on the employee ledger entry. You can un-apply payments from employee ledger entries. Do this by choosing the action Un-apply Entries on the employee ledger entry.

Image Analyzer

Using Microsoft Cognitive Services, the new Image Analyzer extension uses powerful image analytics to detect attributes in the images that you add to inventory items and contact persons, so you can easily review and assign them.

  • Contact persons: Recognize a person’s gender, or age.
  • Items: Identify attributes like type and colour. For example, whether it’s a table or a car, or red or blue. Image Analyzer suggests attributes based tags that the Computer Vision API finds with a confidence level.
Microsoft Dynamics NAV 2018 Image Analyzer Screen
Microsoft Dynamics NAV 2018 Image Analyzer Screen

After you enable the extension, Image Analyzer activates each time you add an image to an item or contact person. You’ll see the attributes, confidence level, and details right away, and can decide what to do with each attribute.

Microsoft Dynamics NAV 2018 Image Analyzer Confidence score Screen
Microsoft Dynamics NAV 2018 Image Analyzer Confidence score Screen

Power BI reporting

With the new Power BI reporting control, you can gain awareness to your Power BI reports by making them visible from within the most highly-used lists in Dynamics NAV 2018. Not only are you able to view Power BI reports you select, but you can also interact and filter the reports by selecting records from the associated list page.

Microsoft Dynamics NAV 2018 Embeded Power BI report Screen
Microsoft Dynamics NAV 2018 Embeded Power BI report Screen

If you use Azure Active Directory as your authentication method, connecting with Power BI is simple. No more manually finding and entering connection information. Just sign in with your Azure Active Directory name and password and we’ll do the rest. During the sign in process, the Dynamics NAV connector will auto discover any tenants you are associated with and automatically create the connection to them. That’s it!

Updated integration with Dynamics 365 for Sales

Inline with Microsoft’s future vision with Dynamics NAV / Tenerife, customers will have the option to enhance the current CRM features in NAV by adding Dynamics 365 Customer Engagement apps.  The first of these applications where there is an out-of-the-box integration in NAV 2018 is for Dynamics 365 for Sales.

Connect to your Dynamics 365 for Sales solution in a few easy steps. The assisted setup helps you synchronize your data across the two apps including:

  • sales orders,
  • item availability,
  • units of measure and
  • currencies

The existing integration with the app formerly known as Dynamics CRM has been rebranded and simplified to work better out of the box.

Microsoft Dynamics NAV 2018 Integration into D365 for Sales Sync and setup Screen
Microsoft Dynamics NAV 2018 Integration into D365 for Sales Sync and setup Screen

The connection setup guide now includes coupling of salespersons to users of Dynamics 365 for Sales as this is a prerequisite for any synchronization of data between Dynamics 365 for Sales and Dynamics NAV.

The guide now allows you to run full synchronization when the connection has been set up. The synchronization runs in the background so that the user can continue working. From the Dynamics 365 for Sales Connection Setup window, you can open the Integration Synchronization Jobs window to check the progress of current synchronizations and to see detailed information about the number of records in Dynamics NAV and the number of records in the connected Dynamics 365 for Sales solution. When coupling records between Dynamics NAV and Dynamics 365 for Sales, the list of records is filtered using integration table filters. This allows you to see and couple only records that are eligible for synchronization. If you disable the integration with Dynamics 365 for Sales, all integration synchronization jobs are now disabled.

To streamline your marketing reporting, you can specify a salesperson/purchaser code for user accounts. When you create sales or purchase documents, the default salesperson/purchaser code is the one specified for your user account. To increase sales people’s productivity in managing opportunities and to provide a more fluid experience for phone and tablet devices, you can set default chances of success in the sales cycle stages in opportunity management.

You can send a sales quote to a contact without having to create them as customers first. Filter exactly which contacts you want to export from a segment and send to a marketing agency. With contact profiling, you can create profiles for your contacts to help segment and classify contacts according to different profile attributes. You can then add these profiles, manually or automatically, by answering user-defined questions for each contact.

You can get sales orders from Dynamics 365 for Sales with write-in products transferred to Dynamics NAV. When transferring write-in products, you can map each product to a specific item or resource in Dynamics NAV.

Sales orders from Dynamics 365 Sales can be automatically converted to sales orders in Dynamics NAV without manual intervention. While transferring sales order from Dynamics 365 Sales, the Name field is transferred and mapped to the External Document Number field on the sales order in Dynamics NAV. Long product and sales order line descriptions from Dynamics 365 Sales are no longer truncated but are transferred to Dynamics NAV as additional sales order lines of type Comment. You can also transfer invoices in foreign currencies from Dynamics NAV to Dynamics 365 Sales.

Finally, the length of the connection string is extended from 250 symbols to almost unlimited and is now stored as a blob. This was made to handle strings with large parameter values, especially for OAuth. The connection string is now editable, not only for IFD and OAuth, but also for Office 365 and Active Directory.

Preconfigured Excel reports

The Business Manager and Accountant Role Centres have a new option in the ribbon for Excel Templates. From the Excel Templates list, users can choose a preconfigured report that is ready to print from Excel.

Microsoft Dynamics NAV 2018 Predefined Excel reports Screen
Microsoft Dynamics NAV 2018 Predefined Excel reports Screen

Cancel or correct job related posted invoices

In earlier versions of Dynamics NAV, it has been easy to cancel a posted sales invoice, such as if you made a mistake like forgetting to specify a discount or choosing the wrong dimensions. However, it was less straightforward to cancel invoices that you created based on planning lines of the type Billable. If you spotted a mistake, you had to open the Job Planning Lines page, add lines with negative values for the lines that you wanted to cancel, and then use the Create Sales Credit Memo action.

In Dynamics NAV 2018, we’ve eliminated some of the steps. Now you just choose the Cancel or Correct actions on the posted invoice and a credit memo will be created. The job planning lines will be created automatically in the background. Remember, though, that you may need to review the planning lines later if you decided to modify a corrective invoice. You are not allowed to post corrections for jobs that have the status Blocked.

Posting setup improvements and missing posting notifications

You can now see a visual indication of mandatory G/L accounts that must be set to cover most of your scenarios related to specific posting setup. For example, in Inventory Posting Setup, you’ll see the Inventory Account having mandatory asterisk, while in General Posting Setup, the Sales and Purchase accounts.

Open posting setup cards to see only accounts needed for features you’ve enabled. For example, if you don’t have the payment discounts posting feature enabled, your payment discount G/L accounts won’t clutter your view while setting up general posting.

A new smart algorithm suggests posting setup accounts on posting setup lists. Simply add combination of posting groups you want to set and click Suggest Accounts. The algorithm will analyze existing posting setup you already have and suggest G/L accounts from similar posting setup. You can however disagree with the suggestion and change it to fit your needs.

Better control of deleting posting setup has been added. If you have posting setup used somewhere, you can check to see if it is already being used somewhere by inspecting the Used in Ledger Entries field. You can also get notified while preparing a document that posting setup is missing which removes frustration at moment of posting.

Bulk posting of orders, invoices and credit memos

Are your sales going so well that you can’t process the avalanche of invoices fast enough? Is this luxury problem becoming a drain on resources? No worries, now you can process batches of orders, invoices, or credit memos in one go by choosing the documents, and then choosing Post selected.

Microsoft Dynamics NAV 2018 Bulk Posting of Orders Screen
Microsoft Dynamics NAV 2018 Bulk Posting of Orders Screen

Change global dimensions improvement

In earlier versions of Dynamics NAV, the Change Global Dimensions report posted one exceptionally large transaction that blocked all activities.

Now, the Change Global Dimensions report behaves as follows:

  • The whole task is parallelized and executed per table in separate independent background jobs.
  • Other users can work with read all data in tables that are not involved in the update of global dimensions. Note, however, that all changes to tables in the list are blocked until all of them are completely updated.
  • Any failed task can be rerun from the place of failure. For example, if a failure occurs when 95% of the records are processed, the rerun task will finish the final 5%.

Intrastat reporting improvements

You can now indicate that you’re required to prepare Intrastat reports and set the default transaction types for normal sales and purchases as well as sales and purchase returns to make your Intrastat reporting faster. Whenever you enter a document that must be included in your Intrastat report, Dynamics NAV uses the default transaction type values from the Intrastat Setup window.

Use the Intrastat Checklist report and see a visual indication of which Intrastat journal lines that contain errors that you must correct before submitting the Intrastat report. You will see the exact details of the error, and you can toggle Intrastat Journal lines to show lines with errors only or all lines.

Submission of EC Sales List with more than 9999 lines

You can now submit the EC Sales List report with more than 9999 lines. All you need to do is set a threshold on the number of lines in the VAT report configuration for the EC Sales List report. Set the Maximum No. of Lines field to 9999, and we’ve got you covered. When you submit such large EC Sales List reports, we’ll generate messages and send them to the government gateway. You can see the results of the submission in the Log Entries window.

Posting directly to general ledger accounts from documents

If you need to add an additional fee or service of some kind to a sales or purchase document, but the item isn’t in your item catalogue, you can now add it on the fly in the document and post the revenue to the correct general ledger account from the document lines.

Bulk invoicing from Bookings

For companies using the Bookings app in Office 365, we have added the ability to do bulk invoicing for bookings. The Uninvoiced Bookings page in Microsoft Dynamics NAV provides a list of the company’s completed bookings. In this page you can quickly select the bookings you want to invoice and create draft invoices for the services provided.

Microsoft Dynamics NAV 2018 Invoice from Bookings freature in O365 Screen
Microsoft Dynamics NAV 2018 Invoice from Bookings freature in O365 Screen

For more information about Microsoft Bookings features in O365 follow this link

Blog Source:  Microsoft

Nick is the Managing Director of Dynamics Africa, a Value Added Distritution Partner focusing on Microsoft Dynamics NAV, GP, SL, CRM and D365 Business solutions. Through a channel of highly skilled business partners Dynamics Africa focusses on the expansion of the Microsoft Dynamics brand in Africa through the delivery of localised ISV offerings.

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