Customizing Dynamics NAV
Discover different ways to customize the application to give you and your colleagues access to the features, functionality, and data that you need most.
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Welcome to Microsoft Dynamics NAV “What’s New” readiness overview! We are really excited to share some enhancements and new features in Microsoft Dynamics NAV.
In this blog you can find the lastest Dynamics NAV features along with the relative links that you should bookmark in order to stay tuned in the latest Microsoft Dynamics NAV release.
You can now import payroll transaction files from Ceridian HR/Payroll in US and Ceridian Powerpay in CA by installing the Ceridian Payroll extension.
Aggregated payroll data, including date, payroll account, description, and amount, will be imported to your G/L accounts according to mappings that you perform once per payroll account.
The extension also contains a sample payroll file that you can use to try out the functionality, for example, in a demo company.
You can now import payroll transaction files in the Quickbooks IIF format by installing the Quickbooks Payroll File Import extension. Aggregated payroll data, including date, payroll account, description, and amount, will be imported to your G/L accounts according to mappings that you perform once per payroll account. The extension also contains a sample payroll file that you can use to try out the functionality, for example, in a demo company.
To empower developers and service providers to easily integrate with Microsoft Dynamics NAV, we are adding a REST API based on web services with easy-to-use authentication.
The entities in the API can be used on their own or in combination with extensions when there is a need to add user interface elements or business logic Dynamics NAV.
The first iteration of the API publishes common record types, including company information, customer, vendor, employee, item (product), sales order, sales invoice, account, and journal.
You can now take advantage of vendor synchronization when using Lexmark ICS. This will improve the vendor recognition rate in the Lexmark ICS and allow manual selection of vendors when performing visual training of new invoice layouts.
Vendor information including number, name, address, VAT registration, phone, and bank account data is transferred to Lexmark ICS when synchronizing.
Out of the box, synchronization is not enabled. It must be enabled in the OCR Service Setup window. When enabled, all vendors will be synchronized at once to Lexmark ICS, and from then on, any changes to a vendor or vendor bank account will trigger a synchronization of those changes.
Personalize your workspace to your tastes and work style!
With our upcoming personalization tool built directly into Dynamics NAV, all it takes is a few clicks to display the right data for your role and your business, or optimize for data entry in the browser.
Invoices, tax reports, checks and balance sheets - our upcoming Report Preview feature will display all kinds of reports directly in Dynamics NAV without having to download as a file.
On any browser or mobile device you can click, type or swipe to pan, zoom and flip pages. Select and copy text, or click to link out to your data.
You will also be able to print directly from the browser.
The Dynamics CRM Connection Setup guide now includes coupling of salespersons to CRM users as this is a prerequisite for any synchronization of data between Dynamics CRM and Financials.
The guide now allows you to run full synchronization when the CRM connection has been set up. The synchronization runs in the background so that the user can continue working.
From the CRM 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 Financials and the number of records in the connected Dynamics CRM solution.
When coupling records between Financials and Dynamics CRM, the list of CRM 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 Dynamics CRM integration, all integration synchronization jobs are now disabled.
In the Business Manager and Accountant Role Centers, you can choose which financial statements to view in Excel from a drop-down menu in the Reports section of the ribbon. When you choose a statement, it will be opened in Excel or Excel Online. An add-in connects the data to Financials.
In the ribbon, choose the relevant Excel report, and let it open so you can get the overview that you were looking for. In this version, we offer the following Excel reports:
You can validate the VAT registration number of new customers, vendors, and contacts against the EC VAT VIES web service and get the name and address details from the web service response.
You can now submit EC Sales List Report with more than 9999 lines. All you need to do is set threshold on number of lines in VAT Report Configuration for EC Sales List report in Maximum number of lines field to 9999 and we've got you covered. When you submit such large EC Sales List report we'll generate a number of messages and send them to Government Gateway. You can see results of submission in Log Entries.
A new format has been created for check printing. You now have the ability to print 3 checks per page to save of paper and make check printing faster.
For a complete list of what’s new and what’s coming you can visit the Microsoft Dynamics 365 Roadmap
The Dynamics 365 Roadmap provides a full image of what we’re working on. Use this roadmap to find out what is being made generally available and what is in development. All dates and features that are in development are preliminary, are based on current expectations, and are subject to change without notice.
The Modern Development Tools for Dynamics NAV provides a detailed list of new tools that you will need to use in order to build extensions and apps in and for Dynamics NAV.
Make sure you visit the list of features that have not been implemented in on-premises deployments of Dynamics 365 for Financials. In this list you can find features that haven't been implemented yet and a list of features that are not intended for use with on-premises deployments, meaning that there are no plans to implement these features.
In order to connect and integrate your web service or SaaS solution with Microsoft Dynamics 365 for Financials you can use Microsoft Graph. Creating your integration through the Microsoft Graph provides simple access to all supported Microsoft products in a single endpoint, giving you a simplified experience for creating a single app with integrations across multiple Microsoft products.
Reach more customers by bringing apps for Dynamics 365 for Financials into Microsoft Appsource, the marketplace for Microsoft business apps. Dynamics 365 gives you rich functionality, a modern always up-to-date platform, and a set of great new development tools.
“Get Ready” page of Microsoft Dynamics NAV
On this page you will find all the information you need to ready yourself for Microsoft Dynamics NAV.
Microsoft Dynamics 365 for Financials How-to videos on YouTube
To help you get going quickly with Microsoft Dynamics 365 for Financials we have released new “How to” videos. You can now access these videos (and videos released earlier) directly under ‘Activities’ on your homepage in Dynamics 365 for Financials.
Microsoft Dynamics NAV Learning plan on DLP
Dynamics Learning Plans are a core resource designed to increase your in-depth product knowledge, highlight your expertise and unlock the full potential of your Microsoft Dynamics solution.
Microsoft Dynamics NAV course catalog on DLP
DLP offers all level 100 (beginner), 200 (intermediate) and 300 (advanced) learning resources with the intent of reducing complexity and offering a more agile learning experience on Microsoft Dynamics NAV.
Microsoft Dynamics community
Microsoft Dynamics Community, is a place where you can interact with your peers and Microsoft Dynamics experts. You can get answers to your questions by posting question in the forums, reading informative blog articles, and watching how-to videos.
Hi Arndt, thank you for your comment. I will get back to you as soon as I have information. Thanks Oksana
Hello Oksana, the link msdnstage.redmond.corp.microsoft.com/.../features-not-implemented-on-premises doesn't work for members.
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