Microsoft releases a new version of its ERP software every year Microsoft Dynamics NAV. This ERP package is designed specifically for small and medium-sized businesses. The 2017 version was recently released for the Belgian market. Let’s take a quick look at the most significant new features.
Office 365 & Navision 2017 Integration
For many companies, Outlook email is still the application they spend the most time in. That’s where appointments are scheduled, quotes are received, customers ask service questions, and so on. In the latest version, Microsoft integrates NAV 2017 with Outlook and, more broadly, with other components from Office 365 such as Word, Excel, etc.
This way, you can immediately access the corresponding information from an incoming email Microsoft Dynamics NAV 2017 calls and vice versa. This YouTube video shows right away just how handy this is!
NAV 2017 CRM functionality
Within the ERP system It has included a CRM module since the very beginning, and that module has received a nice update with a focus on mobile and smartphone use—because, of course, your sales representatives or salespeople are on the road more than anyone else.
If your company only needs to manage contacts, track interactions with customers, and keep track of opportunities or leads, then this CRM module is definitely worth considering. Logging emails and phone calls within this CRM module is also very easy if you use Office 365.
ERP in Your Web Browser
All screens have been made even more user-friendly, and not just when you NAV You can start it up using the software, but you can also simply go to the correct URL for your ERP browses the web using a browser such as Chrome, Edge, Firefox, or Internet Explorer.
The screens are also more visually appealing. For example, in article overviews, you can easily switch between thumbnail views, lists, and so on. Keyboard shortcuts also work in the browser.
Notifications are everywhere—just look at your smartphone, Facebook, or LinkedIn, which help you stay on top of things with handy mini-messages, red dots with numbers, and so on. This feature is now also available in Dynamics NAV 2017 which, in a sense, guides users through the software. Handy!
Integrated Power BI
The previous version of NAV could be linked to [... ] with just a few clicks Power BI. Microsoft’s reporting and business intelligence tool. Now Navision Take it one step further and have Power BI charts appear automatically within your Dynamics NAV screens.-
Cortana Intelligence / AI
Looking ahead is crucial in any business. Until now, you’ve done that based on your experience, combined with reports, lists, and—at best—a BI tool. Microsoft Dynamics NAV 2017 can make smart ‘predictions’ thanks to the built-in AI from Cortana Intelligence
For example, NAV2017 can generate ordering recommendations for products based on current inventory levels, combined with data on open orders and quotes.
More product information options
Product information is rapidly gaining importance, and that has a lot to do with the rapid rise of E-commerce and online stores. To sell successfully online, detailed product information is crucial, but ERP software In the past, we had limited capabilities for managing all those product features.
Annual Report 2017 allows you to add custom fields for each item and then use those fields in the ERP to filter data, create lists, and more. This PIM (product information management) functionality, combined with the more flexible options for categorizing and grouping products, is a major advantage for anyone looking to get into e-commerce.
Improvements to finance, item management, digital invoices / e-everything, data import, and tools for developers and partners
In addition to the notable changes mentioned above, there are a whole series of tweaks and improvements under the hood when it comes to the financial side of things, digital invoices and e-everything, easier data import from your old software packages, and a set of tools that make it easier for partners to set up Dynamics NAV 2017.
