- January 22, 2020
- Posted by: Shashi Ranjan
- Category: Microsoft Dynamics NAV 2017
Microsoft Dynamics NAV 2017 features many improvements in functionality from Office 365 integrations to finance enhancements. Let’s review some of the important benefits to explore when considering an upgrade to Microsoft Dynamics NAV 2017.
Office 365 Experience
In the 2017 version, Dynamics NAV works seamlessly with Office 365, which means you can easily create the customers, vendors, quotes, and invoices, all without leaving Outlook. Sounds very simple enough, but this seamless experience means that you can save time, increase accuracy, and offer your customers an improved experience.
With effortless navigation between your Dynamics NAV data and your Office tools – for example, Outlook, Microsoft Bookings, or Excel, you can easily manage the business interactions with your customers and vendors without performing the double data entry across your various productivity tools.
Native Integration with Dynamics 365 (CRM)
With the previous versions of NAV, users were working extra-hard to maintain the business logic and information across both Dynamics NAV and CRM. The process was time-consuming and inefficient. Now, with native integration, users can choose to work within the system they prefer – in real-time, with complete access to customer information and processing reports, without manually transferring data.
Real-time synchronization between the CRM and the NAV also benefits information sharing between the two platforms. You can keep the prices and the items updated in Dynamics CRM, using the mapping and synchronization for currencies, units of measure, items, and resources – creating a Dynamics NAV pricelist within Dynamics CRM. Users can make better business decisions, develop the stronger customer engagement through CRM tools and stay on the top of order processing and financials with NAV. By synthesizing these resources the user’s lead-to-cash process becomes more efficient and effective and a fuller picture of the customer engagement becomes available.
The new Dynamics NAV 2017 features in finance make it easier for your customers to pay invoices online by including the hyperlinks to payment services, such as PayPal. You can even provide the PayPal Standards payment links in invoices, supporting multiple ways of accepting payments, including credit cards and PayPal accounts.
Power BI Microsoft Dynamics NAV 2017 features in Power BI
Building upon an already powerful integration with the Power BI, you can now easily create the insightful charts and reports, and then embed them within your Dynamics NAV 2017 role center.
A dashboard display will keep you and your team informed with easy-to-share reports including the key performance indicators (KPIs), inventory, sales and order status. Easy access will empower the users to create self-serve reports for faster, more informed decision-making.
Choose Prudence Technology to upgrade your system to Microsoft Dynamics NAV 2017 software or other ERP system implementation.