Dynamics NAV 2016 has a number of long awaited features - the list is impressive and extensive! In this session we will show you some of the most anticipated new features including: Deferrals, Provisional Posting, Workflows, and a Web Client that challenges the Windows Client for features. We will also showcase Deferred Revenue, Exchange Rates and Provisional posting... to name a few.
Scott Brown
BDO Canada LLP
BDO Connections 2016 | Breakout Session
7. Posting Preview
• Available anywhere you
can post a transaction
• Provides same
information as the
Navigate function
• Detects any errors that
would occur during
posting
10. Exchange Rate Service
• Makes daily rates easy
Can set this to automatically capture daily
exchange rate information and load it into your
NAV system.
14. Document Totals
• Directly on the entry page (sales and purchase
documents)
• Updates as you add lines
• Displays:
• Total excluding tax
• Tax amount
• Total including tax
16. Customer Documents
• Unique invoice format for a customer with special
requirements
• Direct e-mailing more flexible
New flexibility allows you to treat customers
uniquely.
Makes it possible to direct e-mail to different
recipients for different types of document (e.g.
sales order vs. invoice).
19. Web Client
• Ability to switch companies
• Personalized column selection
• Date picker (calendar)
• Lookup improvements
• + + + many more
Has continued to address limitations in functionality.
20. Web Client Demo
• Demonstrate just a few enhancements
• Column selection
• Lookup
• Multi field search
22. Security (Permissions)
• User Security Groups
• Matrix views of permission assignments
• Permission recording
• Multiple object selection
• Updating one permission set based upon another one
New functionality to make a tedious task easier.
25. Workflows
• Document Approvals
• Enhanced flexibility
• Master Files
• Journals
Details were presented in yesterday’s session.
More than just document approvals.