New Features in Microsoft Dynamics NAV 2017

(Transcript)

Hello and welcome to the NAV Viking Coffee Mug Tutorials. What I wanted to go through in this session is NAV 2017 and the user interface additions that have been introduced from Microsoft. NAV 2017 has a lot of fancy features, it's an excellent release.

Power BI Reports
So, one of the things that—or a few of the things that—came up were great user interface additions. One of them being, here looking at 2017, the Power BI reports. So, we can actually, now, see a Power BI report inside the role tailor center (or the role center), in 2017.

So, when a user logs in, you can set up the reports that the user is allowed to see within Power BI and display them right here on the role tailor center (or the role center).

So, in here, we can have multiple reports. For example, if I click here on next report, I can see the next report that is available to me. Let me go ahead and close this out [Activities tab], and now you can see that this report is interactive.

So, I can increase, for example, the date range that I’m looking at [increases date range]; now you can see that things update.

I can, for example, look at only Ken Mallet’s opportunities; and I can see that he has two low priority and five normal priority opportunities. Quite a few of them [opportunities] are won, etc. This is really exciting because what it does is connects together NAV and Power BI in a very native way.

Now these reports are refreshed by Power BI, so it’s not real time from NAV, but it can be near real time; you can have them refreshed quite often. Or you can have it, like many companies do with business intelligence, make daily Flash Cards or daily reports. So, this is a quite interesting addition.

Web Client: Three New Icons
Another one [addition] that I wanted to highlight is in the Web Client. So, it's not in the standard role tailored client, but in the Web Client. Here in the Web Client, we can go into, for example, a list like items and we see the standard list like this, but there is three new icons that have been introduced. Here this is the list view [shows list view].

Tile View for Items
I can also take a look at something called the “Tile View”. Now the Tile View displays like this [showing tile view] and will show the picture of the item if there is one. You can see how they come up like that [item pictures], which is really nice if you're going through a list and you don't know exactly how they look like. Especially for salespeople, they can see the items that they're selling and describe them to the customer or even send them over to the customer.

Brick View for Items
And there's also this “Brick View” that shows a smaller version of the picture, plus other pertinent information. Now this information here we have; how many we have in stock and what the price is. But of course, we can set up the information that is shown in the brick, so that could be something else based on the user requirement.

But I think this is a really nice addition to the user interface making it more of—almost like you're doing web shopping; adding to cart etc. Except, of course, you're inside the ERP.

Tile View + Brick View for Customers
If I go into customers we have the same functionality there. Notice that the tile view, that I’m set on right now, shows a picture of the contact within the customer; and the brick view will, of course, do the same.

So here, what we are looking at is this Selangorian [company name], Mr. Mark Mcarthur, is here; we have a picture of him, and we are showing how much they owe us etc.

So quite interesting additions to NAV 2017—really coo! So of course, for people who are modifying the system and thinking out of the box, you can now use these features for other things as well or in your specialized modules.

So that was—those were the things I wanted to highlight about 2017. The new views on lists, with tiles and bricks; and of course, the Power BI reports inside the client.

I hope you enjoyed it. Thank you!