NAV 2017 Official Release Date and News from Directions

I’ve finished with a first two days on Directions NA. Both of these days I had sessions and I couldn’t prepare this article earlier. I wanted to say a lot, but I couldn’t.

First, NAV 2017 still didn’t official released, but finally we know when to expect. Not on Directions NA and not on Directions EMEA, but few days after that. Official release of Dynamics NAV 2017 will be at October 24th. And, Microsoft also promised that we will get official release of Dynamics 365 for Financials (ex. Project “Madeira”) shortly after. OK, we will wait these dates, but generally we already know what we will get with these releases.

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Some of these functionalities were presented by Marko Perisic and his team on Keynote, and some of them on other sessions. I’ll noticed some of the in this article, but I’ll write more about them in the future. Now, I want to speak more about future of Dynamics because I think this is something the most important in this moment. As you can see on the following picture, we have something very interested and Paul White said “This is an AND strategy”.

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Based on this strategy Dynamics AX and CRM will continue to live only as part of Dynamics 365 solution. Something is not clear enough because we expect CRM as part of both Enterprise and Business edition of Dynamics 365, but AX will be part only of Dynamics 365 Enterprise edition and on other side, Project “Madeira” will be on the same position in Dynamics 365 Business edition. But NAV (GP and SL as well) will continue to exist as independent solution, in this moment available on-premises and as subscription. On the first sight this is the perfect for all NAV fans, but I need more time to be sure.

In any case, we will get new opportunities and we have to learn how to make the most of them.

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And what about Project “Madeira” and licensing. We have some pictures earlier where we found recommended priced about 40 USD for each App. That is a true, for example if you want only Project “Madeira”, you need to pay 40 USD, but if you want some other app, for example PowerApps, you need to pay the same amount for this app per user per month. But if you want to have access to all apps (currently 4 of them), you need to pay only 50 USD for all of them as Plan model (and yes, this price will decrease with the number of concurrent users). And you can use Team Members for only 5 USD as some kind of limited users. And what is good more? If some of exiting NAV clients with Perpetual licensing model want to transit to new subscription model, he will get pretty big discount for every month.

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And I said that I don’t want to write about all features, but I need to notice few of them. I already wrote about Cortana Intelligence in Inventory Forecast, but now we saw Cortana Intelligence in Cash Flow Forecast; it is a perfect and you can use this in NAV 2017 and Project “Madeira” and the best is that it is very easy for using and configuring.

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End something more – new development environments. First you can use Visual Studio Code in the future as new code oriented environment (soon more about it). Marko presented live work with new tool.

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And on the end, new development tool for incredibly easy work. You just need to click on Edit button in your Web Client and you will get perfect logical environment where you can change pages, add fields to table and page… And on the end just click Stop and choose how you want to use this development… You can see all changes as preview in Web Client, Tablet Client and Phone Client. And all changes will be finished in Web Client and Windows Client, as well (of course, this is just short description – soon more about it).

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End again about dates, the new development environment preview will be available for Christmas.

How to Configure Bricks – Madeira and NAV2017

I’ve got a few questions how to configure Bricks I already wrote on NAV 2017. Generally, Bricks are not something new. We already had a Bricks on NAV 2016, but we used them only in Phone Client. I already wrote how to configure Bricks on Phone Client here.

I don’t expect something special in NAV 2017 about Bricks. To open the Field Groups window, on Table Designer just choose View, and then choose Field Groups. In a table, we can see two Field Groups: DropDown and Brick. If Brick Field Group doesn’t exists, DropDown is interpreted as Brick.

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What is new here? News is that we can use Bricks in other clients. I still cannot speak more about it (it is still by NDA), but everything I mention is the same as on NAV 2016. And yes, if you want picture on item, you need add picture as part of Brick Field Group. About Project “Madeira” you cannot use Development Environment for customization and you can change it only using Extensions.

I hope, this is good enough. More about it when we get official release of NAV 2017.

Bricks in Project Madeira and NAV2017

Very often, using of standard lists in NAV were not so comfortable because of specific data sets. Now, we will get some new feature that all list pages can be showed as “bricks”. If you remember, we used bricks in NAV 2016 for Phone Client. But now, we can use this for all lists: Customers, Vendors, Bank Accounts, Chart of Accounts, Currencies, Items, all Journals… You just need to choose brick view:

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You can configure what you want to see on bricks and optimize space and readability for data that appears in these pages using a Brick Field Group. You can change importance of these data and their layout changing orders of them.

But if you choose Items, you can see more. Not only list and bricks, you can choose tiles as well. Difference is that you can put item picture on both bricks and tiles. Again, you can configure what you want to see by yourself:

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NAV 2017 Roadmap

In just two month, Microsoft will publish new Microsoft Dynamics NAV version. In the encounter of this event, month ago Microsoft published the last NAV roadmap on WPC in Toronto. Now, we can see what will be generally the main features in NAV 2017.

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We still cannot notice a lot of things (these thing are not so clear), but if we try to use Project “Madeira”, we can find a lot of some new features and that means, we can expect the most of them in NAV as well.

In the same time, Directions NA has already published agenda for this conference and now we can see the main topics, because NAV 2017 will be published in this period. See you there.

Create an Invoice from Outlook Calendar in Project Madeira

I’ve already wrote about using integration of Outlook and Project Madeira. If you use Exchange Online, you can use a lot of automation. As I wrote in my last article, everything I used is based on Project “Madeira” currently demo features, but I expect we will have minimum the same in new NAV 2017. But OK, we will still wait with this until we get the official new release.

I older articles, I showed you how to use this kind of integration in emails, but now we can use some automation in Outlook Calendar as well. If we make an appointment to make some invoice for example, when we open this appointment we will notice Project “Madeira” button.

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Using this, system will as us what contact we want to use and when we choose one of them we will get all necessary information about him. Now, we can make new quote, invoice, order or credit memo for him if we want. We can add everything we want in this document without leaving the Outlook Calendar. When I finish, I can send this document on approval or just post or post and send.

On my first picture, I captured how it looks like in Outlook Online, but everything is a possible using desktop Outlook (as I noticed, you just must use Exchange Online). If we use desktop Outlook and open the same appointment, we can notice two buttons. The first is about Contact Insights and the second is intended for directly creating a new documents. You can type a new document directly in the right part of appointment or click on “Pop Out” button (you can use this in online and desktop versions as well) to get independent window for easier way of typing.

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And when you finish everything is the same as in online version. Now you can choose to work in Project “Madeira” or in NAV from email or from calendar and it will make your daily business faster for sure.

Item Attributes in NAV 2017

How many times you needed some additional attributes on item? And every time you added some new field or something… Now, we will have a small, but smart feature in new NAV2017 – “Item Attributes”. Well, I still cannot say it will be in new NAV for sure, because currently it is a part of Project “Madeira”. But the most of the new features in “Madeira” will be part of NAV2017 and my title is named as you read because of that.

What is Item Attributes? This is something similar to dimensions. We have one additional table with Item Attributes. You can create Attributes as you want. And for each assigned Attribute to Item, you can assign Item Attribute Value (again as you want). You can use a lot of different attributes and everything depends by your needs.

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Good thing is when you add your attributes and values to some item, you can see all of them in fact box in the right side of page, on both of them card or list. And even more, you can filter your items based on Item Attributes.

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You can choose different attributes and you can use standard filters when you want to use attribute values for filtering (you can easy use “Select More” for this purpose).

All these examples are made on Project “Madeira” and you can do it by yourself using Project “Madeira” demo instance. You can also find more about Item Attributes here.

Create Items with Item Templates in New NAV and Madeira

First, this feature is currently published in Project “Madeira” and I’m sure it will be part of NAV 2017, but almost all about NAV 2017 is still by NDA and I cannot write about it.

But this feature is looks fine and I want to share it. When we created new Items we usually used Item Category to preconfigure some fields for item. But now, I think we have a better feature. We can just configure page “Set Up Customer/Vendor/Item Templates” with a lot of data. And that means this feature is not connected only with Items (you notice it right); you can also use this feature as template for other codes.

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Now, you can chose one of the templates from list or to create your own template choosing table number to dedicate template to some of the tables. OK, if you want to create Item Template, you will use table 27.

When you open Item template, you can see that now you can configure lot of different fields, as for example:

  • Base Unit of Measure
  • Automatic Extended Texts
  • Type (Inventory or Service)
  • Price include tax and Price/Profit Calculation with profit and discount groups
  • Costing Method and Indirect Cost
  • and Posting groups in Financial Details

But you can do even more, you can open Dimensions command from ribbon and preconfigure dimensions and dimension value and as well as value posting for dimensions (mandatory, same code, no code). And now when you want to create new Item, system will ask you what Item Template you want to use from all enabled templates.

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If you want to change something you can later use command “Apply Template” from ribbon to add some template to your item.

If you didn’t use some template or if you changed some details, you can also use command “Save as Template” to save these values as template for some other usage.

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Interesting feature and you can use this not only for items. This is more standardized feature in comparison with older versions.