DynamicsNAV2017 CapabilityGuide-V3 PDF

Product
Overview &
Capability
Guide
Microsoft
Dynamics
NAV 2017
Content
1 Microsoft Dynamics NAV 4 Product Capabilities in Project Management

Microsoft Dynamics NAV 2017 > Resources
> A Proven Solution for Your
> Jobs
Business > General
> Fixed Assets Sales, Marketing, and Service Management
> Partners Boost Success for > Cash Management
Small and Midsize Businesses > Sales and Marketing
> Service Management
Supply Chain Management (SCM) > E-services
2 How to Buy Microsoft
Dynamics NAV 2017 > Sales and Receivables
Human Resources Management (HRM) 2 of 40
> Sales Tax
> The Starter Pack > Purchase and Payables
> Inventory Clients and Usability
> The Extended Pack
> Warehouse Management
> E-Invoicing Languages
3 Packaging of Functionality in > Document Management &
Microsoft Dynamics NAV 2017 Document Capture Configuration and Development
> Work low
> Application Objects
> Microsoft Dynamics NAV 2017 > Other
Manufacturing
Starter Pack functionality
> Basic Manufacturing
> Microsoft Dynamics NAV 2017 > Agile Manufacturing
Extended Pack functionality > Supply Planning
5 Learn More
> Capacity Planning
Content1.
1
Microsoft
Microsoft Dynamics
NAV
2
Dynamics
NAV 2017
How to Buy Microsoft
Dynamics NAV 2017
3 of 37
3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2017
4
Product Capabilities
in Microsoft Dynamics
NAV 2017
5
Microsoft Dynamics NAV
Learn More
Content
Microsoft Dynamics NAV
1
A Proven Solution
for Your Business
Microsoft Partners Boost

A Proven Solution for Your Business
Success for Small
Dynamics NAV and Midsize
Businesses
Microsoft Dynamics NAV is a multi-language,

2 multi-currency business management solution that
helps small and mid-size companies worldwide
How to Buy manage their accounting and finances, supply chain,
Microsoft
and operations. Start with what you need now, and
Dynamics NAV
easily adapt as your business needs change. In the
Microsoft cloud or on your servers—the choice is 4 of 40
3
yours.
Packaging of
Functionality
ONE LOGIN PARTNERS BOOST SUCCESS FOR

TO YOUR DAY SMALL AND MIDSIZE BUSINESSES
4 Microsoft Dynamics NAV and Office 365 is the winning Microsoft Dynamics NAV is sold, implemented, and
combination for business. When your email, calendar, and supported by a global network of solution consultants
Product
files seamlessly come together with your data, reports and called partners. These partners, such as iNECTA, will meet
Capabilities business processes you get an integrated experience that with you to discuss your requirements and then create a
no other stand-alone enterprise resource planning (ERP) price quote based upon your business needs. Ultimately,
solution can match. Share the big picture on your team the price of your solution depends on your specific
collaboration site and conveniently drill into the details functionality needs, the number and type of users who will
within Microsoft Dynamics NAV without the need to be accessing the system, the needed implementation
5 change from one application to the other. A consistent user
experience across devices makes it easy for your people to
support, and how you choose to deploy the software—on
Microsoft Azure, on a private cloud, hosted by a Microsoft
complete their everyday tasks whether they are in the partner, or on your servers.
office or on the go.
Learn More
Content
Your Complete Business in the Cloud.
1
A Proven Solution
for Your Business
Microsoft Partners Boost

Microsoft Dynamics NAV and Office 365
Success for Small
Dynamics NAV and Midsize
Businesses
2
How to Buy
Microsoft
Dynamics NAV
5 of 40
3
Packaging of
Functionality
4
Product See how easy it is to manage your finances, operations, and grow
Capabilities
your sales. View the guided tours to see how Microsoft Dynamics
NAV and Microsoft Office 365 can help you. Visit inecta.com
5
Learn More
Content2.
1
How to Buy
Microsoft Dynamics
NAV
2
Microsoft
Dynamics
Dynamics NAV 2017
6 of 37
3
NAV 2017
Packaging of
Functionality in
Microsoft Dynamics
NAV 2017
4
NAV 2017
5
Learn More
Content
2. How to Buy Microsoft Dynamics NAV 2017
1 Microsoft Dynamics NAV is available exclusively through Microsoft Dynamics Certified Partners. These Value Added
Microsoft Resellers provide planning, implementation, customization, and support services aimed at optimizing the solution
Dynamics NAV for each customer’s specific needs. Regardless of how and where the software is deployed, customers have the
choice of purchasing their Microsoft Dynamics NAV licenses up front, or paying a monthly fee to a service provider.
Perpetual Licensing Service Provider’s Subscription Licensing
2
The Starter Pack
Perpetual Licensing for Microsoft Dynamics NAV is Service provider’s Subscription Licensing for Microsoft
The Extended Pack designed to help small and midsize businesses get started Dynamics NAV is designed to help keep the upfront cost to
with an affordable upfront starting price, rapid start tools a minimum through a “per user per month” licensing fee.
How to Buy This helps small and midsize businesses get started with a
and built in functionality. With Microsoft Dynamics
Microsoft Perpetual Licensing, customers license the ERP Solution low initial cost while leveraging the built-in functionality
Dynamics NAV functionality, and access to that functionality is secured by and rapid start tools.
licensing users. Both licensing models are designed to simplify the
purchase process. Customers have the choice of two
7 of 40
3 Figure 1: Perpetual Licensing Overview

concurrent-user types, Limited User and Full User, and the
option to give those users access to advanced functionality
through the “Extended Pack.”
Packaging of
STARTER PACK LIMITED USER
Functionality (REQUIRED)
Figure 2: Starter Pack and Extended Pack – Functionality
3 Full User license STARTER PACK EXTENDED PACK
4
included Full Read
Financials & Distributions LImited Write Finance Manufacturing
Product EXTENDED PACK FULL USER Distribution Warehousing

(OPTIONAL)
Capabilities Professional
Projects Services
Full Read
Advanced functionality
5
Full Write
CONFIGURATIONS
Configuration and Development (NAV/GP)
Application Objects (NAV)
Learn More
Content THE STARTER PACK THE EXTENDED PACK
Small and midsize businesses can quickly and affordably Businesses that require more advanced functionality can
get started with Microsoft Dynamics NAV 2017. The Starter license the optional and additive Extended Pack. The
1 Pack offers core Financials, Distribution and Professional

Services functionality, plus three Full User licenses for one
Extended Pack enables customers to integrate core
financials and distribution management with broader
Microsoft price. functionality extensions such as:
Dynamics NAV The functionality included in the Starter Pack is designed >> anufacturing to support and control the manufacturing
M
to help customers: environment
> Gain control and insight over their finances >> arehousing to manage the warehouse to support
W
operations
> Purchase and sell items and materials
2
The Starter Pack
> Pay and manage employees The first three Full Users included in the Starter Pack get
The Extended Pack access to all of the incremental functionality.
> Manage the billables generated by consultants
How to Buy > Customer Relationship Management (CRM) to Figure 4: Extended Pack
Microsoft manage customer and supplier relationships and
Dynamics NAV offer the highest quality of service and support. STARTER PACK EXTENDED PACK
(REQUIRED) (OPTIONAL)
For many businesses, this is the only license component 8 of 40

required.
3 Figure 3: Starter Pack

3 Full User license
included
Financials & Distributions Advanced functionality
Packaging of
STARTER PACK
Functionality (REQUIRED)
Notes:
> The Starter Pack is a prerequisite to the Extended
Pack
3 Full User license
4
included
> Upon purchasing the Extended Pack the
Financials & Distribution
functionality is extended to all current and coming
users of the customer.
Product Notes:
Capabilities Additional software licenses may be required, such as
Microsoft Windows Server, Microsoft SQL Server,
Microsoft Office 365 and Microsoft SharePoint. These
licenses are not included with the Starter Pack. Additional
software must be licensed according to the applicable
5 license terms. See Licenses of Additional Software for

more information.
Learn More
Content3.
1
Packaging of
Microsoft Dynamics
NAV
2
Functionality
in Microsoft
Dynamics NAV 2017
9 of 37
3
Dynamics
Packaging of
NAV 2017
Functionality in
Microsoft Dynamics
NAV 2017
4
NAV 2017
5
Learn More
Content
3. Packaging of Functionality in
1 Microsoft Dynamics NAV 2017
Microsoft
Dynamics NAV
Microsoft Dynamics NAV comes with a wide set of A Microsoft Dynamics NAV customer can choose whether
functionalities that through Microsoft Dynamics NAV to deploy the Starter and Extended Pack through the
2017 provide some great opportunities for deployment. Microsoft Windows client for Microsoft Dynamics NAV, the
2
Supporting business processes and enhancing business Web client for Microsoft Dynamics NAV or the Microsoft
productivity within the organization. Dynamics NAV Portal framework for Microsoft SharePoint
(also known as the Microsoft Dynamics NAV SharePoint
How to Buy client) all through the same User types.
Microsoft
Dynamics NAV
The Starter Pack is for companies who need core financials and trade functionality 10 of 40
3
Starter Pack
functionality including; Basic Financial Management (General Ledger and Fixed Assets);
> Financial Management
> Customer Relationship
Basic Supply Chain Management and Basic Sales Management (Sales, Purchasing
Packaging of Management and Inventory); Professional Services (Project management) with a broad set of
> Project Management
Functionality > Configuration and Business Insight and reporting functionality as an integral part of the product.
Development
> Supply Chain
Additionally, the Starter Pack comes with a wide range of tools to customize the
Management solution, to meet the needs of every customer together with deep integration
> Human Resource
Management opportunities to be made through web services.
4
> Languages
> Other
The Extended Pack is for growing, midmarket, or high-functional-needs
Extended Pack
Product functionality companies who are looking for an adaptive solution with a broad set of functionality
> Financial
Capabilities Management Ext. including Warehousing and Manufacturing. It comes with additional customization
> Customer Relationship objects for doing more extensive customizations.
Management Ext.
> Configuration and
Development Ext.
> Supply Chain
5
Management
> Manufacturing
Solutions
Learn More
Content
Microsoft Dynamics NAV 2017 Microsoft Dynamics NAV 2017
1 Starter Pack functionality Extended Pack functionality
(includes all the functionality in the starter pack)
Microsoft
Dynamics NAV
FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT EXTENDED
√√ Basic General √√ Basic Fixed Assets √√ Payment Handling √√ Responsibility Centers

Ledger √√ Insurance √√ Basic Dimensions √√ Inter-company Postings
2
√√ Allocations √√ Maintenance √√ Advanced √√ Cost Accounting
√√ Budgets √√ Fixed Assets Dimensions
√√ Accounts Schedules – Allocations √√ Unlimited
Companies
√√ Consolidation √√ Reclassification
How to Buy √√ Basic XBRL √√ Bank Management
√√ Multiple Currencies
√√ Deferrals
Microsoft √√ Change Log √√ Check Writing
√√ Cash Flow Forecast √√ Bank Reconciliation
Dynamics NAV
CUSTOMER RELATIONSHIP MANAGEMENT CUSTOMER RELATIONSHIP MANAGEMENT EXT.

11 of 40
3
Starter Pack
functionality
> Financial Management √√ Contact Management √√ Interaction/Document √√ Service Order Management
> Customer Relationship √√ Task Management Management √√ Service Price Management
Packaging of Management
√√ Outlook Client Integration √√ M
ail Logging for Microsoft √√ Service Item Management
Exchange
Functionality > Configuration and
√√ Contact Classification
√√ M
icrosoft Dynamics CRM
√√ Service Contract Management
Development √√ Campaign Management integration √√ Planning and Dispatching
> Supply Chain √√ Opportunity Management
Management
> Human Resource
Management
4
> Languages PROJECT MANAGEMENT
> Other
Extended Pack √√ Basic Resources √√ Multiple Costs √√ Jobs

Product functionality √√ Capacity √√ Estimates √√ Time Sheet
> Financial Management
Capabilities Management Ext.
√√ Tasks/Steps

Management Ext.
> Configuration and CONFIGURATION AND DEVELOPMENT CONFIGURATION AND DEVELOPMENT EXTENDED
Development Ext.
> Supply Chain
5
Management √√ Report Designer (100 Reports) √ XML Port (100 XML) √√ Table (10 tables) √√ Code units (10 units)
> Manufacturing √√ Table Designer (10 Tables) √ Page Designer (100 Pages) √√ Pages (100 pages) √√ XML Port (100 XML)
Solutions √√ Query Designer (100 Query) √ Code units (10 units)
Learn More
Content
Microsoft Dynamics NAV 2017 Microsoft Dynamics NAV 2017
1 Starter Pack functionality Extended Pack functionality
(includes all the functionality in the starter pack)
Microsoft
Dynamics NAV
SUPPLY CHAIN MANAGEMENT SUPPLY CHAIN MANAGEMENT EXT
√√ Basic Receivables √√ Purchase Invoice Management √√ Order Promising

√√ Sales Invoicing Discounts √√ L ocation Transfers √√ Calendars
2
√√ Sales Order √√ Requisition √√ I tem Substitutions √√ Campaign Pricing
Management Management √√ I tem Cross √√ Cycle Counting
√√ Sales Invoice √√ Alternative Order References
Discounts Addresses √√ Put Away
√√ Nonstock Items
√√ Purchase Return √√ Warehouse Receipt
How to Buy √√ Alternative Ship-To
Addresses Order Management
√√ Item Tracking
√√ Warehouse Shipment
√√ Item Charges
Microsoft √√ Shipping Agents √√ Purchase Line
Discounting √√ Bin √√ Standard Cost Worksheet
√√ Sales Return Order
Dynamics NAV Management √√ Purchase Line Pricing √√ Pick √√ Warehouse Management Systems
√√ Analysis Reports √√ Internal Picks and Put Aways
√√ Sales Line √√ Drop Shipments
Discounting √√ Salespeople/ √√ Item Budgets √√ Automated Data Capture System
√√ Sales Line Pricing Purchasers √√ Workflows √√ Bin Setup 12 of 40
3
Starter Pack √√ Sales Tax √√ Basic Inventory √√ Document
Management,
functionality √√ Basic Payables √√ Multiple Locations
Document Capture
> Financial Management √√ Purchase Invoicing √√ Stock-Keeping Units and OCR
> Customer Relationship √√ Purchase Order √√ Alternative Vendors √√ E-services
Packaging of Management
Management √√ Assembly
Functionality > Configuration and

Development
> Supply Chain HUMAN RESOURCE MANAGEMENT
Management
> Human Resource MANUFACTURING SOLUTIONS
Management √√ Basic Human Resources
4
> Languages
> Other √√ Production Orders √√ Demand Forecasting
√√ Production Bill of Materials √√ Basic Capacity Planning
Extended Pack SPROG √√ Version Management √√ Machine Centers
Product functionality √√ Agile Manufacturing √√ Finite Loading
> Financial
Capabilities Management Ext. √√ Multiple Document Languages √√ Multiple Languages
√√ Basic Supply Planning
Management Ext.
> Configuration and
Development Ext. OTHER
> Supply Chain
5
Management
> Manufacturing √√ Subsidiary (Each) √√ Job Queue
Solutions √√ Intrastate √√ Reason Codes
√√ Extended Text √√ Dynamics NAV Server
Learn More
Content4.
1
Product
Microsoft Dynamics
NAV
2
Capabilities
in Microsoft
Dynamics NAV 2017
13 of 37
3
Dynamics
Packaging of
NAV 2017
Functionality in
Microsoft Dynamics
NAV 2017
4
NAV 2017
5
Learn More
Content
4. P
roduct Capabilities in Microsoft Dynamics NAV 2017
1
Microsoft Financial Management
> General
Dynamics NAV FINANCIAL MANAGEMENT
> Fixed Assets
> Cash Management
Basic General Ledger
This module includes all the basic functionality necessary
Supply Chain
Management (SCM) General for setting up a company and posting to the general
> Sales and Receivables ledger, chart of accounts, general journals, VAT facilities,
2
> Sales Tax recurring journals, and source codes. Also includes:
> Purchase and
Payables
Accounts Schedules
> Facilities for internal and external reporting.
> Inventory Powerful financial reporting tool that can help accountants
How to Buy > Warehouse
> RapidStart Services for Microsoft Dynamics NAV
and financial analysts to extract the most essential business
Microsoft Management
data from the chart of accounts, budgets, cash flow > Workflow for approval of sales and purchase
Dynamics NAV Manufacturing accounts and cost types into financial reports, which can be documents.
> Agile Manufacturing used to efficiently monitor the health of the business and
> Posting and reporting in your company’s base
> Supply Planning provide valuable input for the business decision makers. currency.
14 of 40
3
> Capacity Planning
You get to choose the accounts you want to monitor and
report on, change the order of the accounts, and combine > Posting and reporting in an additional currency with
Project Management
> Resources figures in various ways, set up which columns to print, the addition of the Multiple Currencies module.
Packaging of ales, Marketing, and
S change the description of the accounts and supply them > Capability to export data from any form to Microsoft
Functionality Service Management with additional notes. Word or Microsoft Excel® using style sheets.
> Sales and Marketing
> Service Management In addition, you can make simple calculations on the data > Capability to link to external documents.
> Workflow you selected on the accounts schedules worksheet, and > Two languages—U.S. English and one other.
> E-services
> Document compare current figures with historical ones and with your
> Set up sales and purchase documents archiving.
4
Management budgets.
> Background posting.
Power BI Content Pack
Product Human Resources Allocations

Management (HRM)
Capabilities Allocate general ledger entries to combinations of
Clients and Usability accounts, departments, and projects using allocation keys
Languages
based on amount, percentage, or quantity. This feature is
available through Recurring General Journals.
Configuration and
5
Development
> Other
Learn More
Content Basic XBRL Consolidation
Export documents from Microsoft Dynamics NAV in XBRL Consolidate companies in Microsoft Dynamics NAV. The
1 (Extensible Business Reporting Language) format and

import XBRL taxonomies into Microsoft Dynamics NAV
from the Internet, email, or other systems. XBRL is an
companies can come from one or from several different
Microsoft Dynamics NAV databases or other files, and
you can import and export financial information in this
XML-based specification that uses accepted financial module. If data used is retrieved from several Microsoft
> General
Dynamics NAV > Fixed Assets reporting standards based on standardized, underlying Dynamics NAV solutions, use this module only in the
> Cash Management data tags. The module includes: parent company.
Supply Chain
> Capability to map your general ledger to XBRL
Management (SCM)
> Sales and Receivables taxonomies so that the same XBRL document instance Deferrals
2
> Sales Tax can be used for various purposes, independent of the Set up deferral templates that automate the process of
> Purchase and
Payables format required by the receiver of the document. deferring revenues and expenses over a pre-defined
> Inventory
> Support for the XBRL 2.1 Specification released by the schedule. This enables companies to easily recognize
XBRL Consortium. revenues and expenses in periods other than the period in
which the transaction is posted.
Dynamics NAV Manufacturing
> Basic Manufacturing Budgets
> Agile Manufacturing Intercompany Postings
> Supply Planning Work with budgets in general ledger accounts. After you 15 of 40
Manage accounting for more than one company in the
3
> Capacity Planning have created a budget, you can print a balance that shows
variances to the budget by percentage. Work with multiple same posting process. The companies can be in the same
Project Management
> Resources budgets at one time. For example, work with a 100 percent or in one of several different Microsoft Dynamics NAV
Packaging of budget, a 110 percent budget, and so on. Budgets are databases. You can also send documents to partner
Sales, Marketing, and
Functionality Service Management generally entered per period for the relevant general companies. Users control the document flow through an
> Sales and Marketing ledger accounts. Budgets can be exported/imported to/ Inbox/Outbox feature, and transactions are completed as
> Service Management general journal transactions or through receivables and
> Workflow from Excel, allowing you to use all the calculation
> E-services capabilities of Excel while preparing your budgets. payables, which enables the use of currencies and correct
> Document reconciliation.
4
Management
Change Log
Log user changes made to Microsoft Dynamics NAV master Responsibility Centers
Product Human Resources data. You can log all direct modifications a user makes to Set up profit centers and/or cost centers. A company can
Management (HRM)
Capabilities the data in the database, except for changes to “working sell items with specific prices and that are related to a
Clients and Usability documents” such as journals, sales orders, and purchase responsibility center. You can tie a user to a responsibility
orders. The change log functionality makes it possible to center so that only sales and purchase documents related
Languages
get a chronological list of all changes to any field in any to the particular user are displayed. Users get assistance
Configuration and table (except those “working documents” just mentioned) with entering extra data, such as dimensions and location
5
Development
and to identify by user ID who made the changes. codes.
> Other
Learn More
Content Cost Accounting Basic Fixed Assets
Cost Accounting provides an efficient way to control the Keep track of fixed assets such as buildings, machinery,
1
company’s costs by providing visibility and insight into and equipment. You can also post various fixed-asset
budgeted and actual costs of operations, departments, transactions: acquisitions, depreciation, write-downs,
products, and projects. Cost Accounting synchronizes cost appreciation, and disposal. For each fixed asset, you set
information with the general ledger, and then allocates that up depreciation books in which the methods and other
> General
Dynamics NAV > Fixed Assets information to different costs centers and cost objects. conditions used for calculating depreciation are defined.
> Cash Management
This module includes enabling you to: You can set up an unlimited number of depreciation
Supply Chain books to satisfy legal requirements, and for tax and
Management (SCM) > Transfer costs from the general ledger. internal accounting purposes. This module is well suited
> Sales and Receivables
for international companies that need to use many
2
> Sales Tax > Enter and post internal charges and allocations
> Purchase and directly in the Cost Accounting Cost journal. depreciation methods.
Payables
> Predefine recurring cost allocation rules on cost
How to Buy
> Inventory
> Warehouse allocation cards and execute in a batch job.
Fixed Assets Allocations
> Undo allocations.
Allocate different percentages of fixed asset
Dynamics NAV Manufacturing transactions, such as acquisition cost and depreciation,
> Basic Manufacturing > Create cost budgets and transfer cost budget to different departments or projects by using allocation
> Agile Manufacturing entries to actual entries. keys. Useful for when several departments share a fixed
> Supply Planning 16 of 40
asset.
3
> Capacity Planning
Cash Flow Forecast
Project Management
> Resources Cash Flow Forecast provides a prediction of how a
Insurance
Packaging of company’s liquidity—cash and other treasure positions— Keep track of insurance coverage and annual insurance
Functionality Service Management will evolve over time. It consists of two things—cash premiums for your fixed assets and easily determine
> Sales and Marketing receipts and cash disbursements—the money you expect whether your assets are under-insured or over-insured.
> Service Management You can attach each asset to one or more insurance
> Workflow to receive and the cash you expect to pay out—plus the
> E-services liquid funds you have available. These elements together policies and also index insurance amounts.
> Document show you a direct cash flow forecast.
4 Maintenance
Management
You can also create a basic cash flow forecasting set up,
Power BI Content Pack Record maintenance and service expenses for each fixed
which can be extended as required, and is quick to adjust.
Product Human Resources Use a wizard to help you complete most of your tasks, and asset. Get the detailed information you need to analyze
Capabilities
Management (HRM) take advantage of automatic daily or weekly data updates. and make decisions about the renewal and disposal of
Clients and Usability In addition, more data sources are supported in NAV 2017, fixed assets.
including jobs and tax data.
Languages
Configuration and
5
Development
> Other
Learn More
Content
Reclassification Basic Dimensions
1 Reclassify a fixed asset or part of a fixed asset—for
example, from one department to another. You can split
Add two additional dimensions to the general ledger and
to any of the other ledgers in Microsoft Dynamics NAV for
Microsoft Financial Management one fixed asset into several fixed assets, or combine greater flexibility when working with analytical tools. You
> General several fixed assets into one fixed asset. When you need to can give the two dimensions the names that are most
Dynamics NAV > Fixed Assets
> Cash Management dispose of one part of a fixed asset, you can split it into two appropriate for your business and assign dimension codes
assets and then dispose of the appropriate one. to each transaction that involves a general ledger account,
Supply Chain
Management (SCM)
customer, vendor, fixed asset, resource, job, or inventory
> Sales and Receivables Advanced Dimensions item. In addition, you can define default dimension values
2
> Sales Tax and rules for the default values for all account types
> Purchase and Advanced Dimensions provides unlimited dimensions for
Payables use in transactions in all ledgers. You can name all the (general ledger, customer, vendor, item, and so on) to help
> Inventory
dimensions according to what is most appropriate for your you easily add dimensions to all transactions.
This module can be used in companies that, for example,
business. In addition to an unlimited number of
have several projects, regions, or profit centers.
dimensions, this module includes advanced dimensions
functionality that enables you to set up rules for how to You can also use it to:
> Agile Manufacturing combine dimensions and dimension values. This helps you
> Supply Planning control the use of dimensions and increases the reliability > Closely analyze projects in companies that work 17 of 40
3
> Capacity Planning with projects across departments and functions.
of output based on dimensions.
Project Management
You can also: > Generate a statement of operations for a company
> Resources
car account, where the individual automobiles are
Packaging of Sales, Marketing, and > Set up rules for prioritization of default values and set up as projects.
Functionality Service Management define dimension rules to fit your specific business.
> Sales and Marketing > Establish a single account for all company cars,
> Service Management > Set up and use analysis views to analyze general even though a detailed statement per car is called
> Workflow ledger transactions per dimension and combine
> E-services
for.
> Document dimensions as you want. > Print a balance for a given department or project
4
Management
> Include budget information in analysis views, which or for combinations of the two.
Power BI Content Pack is an advanced way of analyzing data using
dimensions. Unlimited Companies
Product Human Resources
Capabilities
Management (HRM) > Combine analysis of dimensions with the use of Provide competitive pricing if your business needs
Clients and Usability account schedules. more than one company.
Languages
Configuration and
5
Development
> Other
Learn More
Multiple Currencies Cash Management
Content
Manage multiple currencies throughout the system,
including payables and receivables, general ledger Bank Account Management
reports, resource and inventory items, and bank accounts Create, operate and manage multiple bank accounts for
(when integrated with the Cash Management features). catering to your diverse business needs and across
1 With Multiple Currencies, you can:
> Enter exchange rates and convert currency in full

different currencies.
Microsoft Financial Management compliance with euro legislation (including Electronic Payments and Direct Debits
> General
“triangulation”) in the European Monetary Union Create payment proposals based on vendor documents
> Cash Management (EMU) countries. Triangulation is the required method and generate bank payment files in ISO20022/SEPA format
of currency conversion during the transitional period or use the Bank Data Conversion Service for generating the
Supply Chain
Management (SCM) of the euro. appropriate electronic payment file for your bank. Easily
> Perform currency conversion according to exchange keep track of the payment export history for your
2
> Sales Tax
> Purchase and rates that are stored and maintained in the exchange electronic payments and recreate a payment file whenever
Payables rate table. needed. Apply payments comes with simple streamlined
> Inventory
How to Buy process to mark and process the desired transactions.
> Warehouse > Set up a currency in the exchange rate table and
specify the format so that amounts will always be Create direct debit collections to get the money directly
Dynamics NAV Manufacturing shown in the correct format on all forms and reports from your customer’s bank account and generate a bank
> Basic Manufacturing throughout the system. direct debit file in ISO20022/SEPA format.
> Agile Manufacturing
> Supply Planning > Enter exchange rates for a date or for a period in the In NAV 2017 you can insert hyperlinks to online payment 18 of 40
3
> Capacity Planning exchange rate table. services into your invoices, providing your customers with a
more efficient way to pay an invoice online.
Project Management > Calculate the exchange rate associated with the date
> Resources You can also install the PayPal integration extension. This
on the transaction for each conversion of a currency
Packaging of Sales, Marketing, and amount to a local amount. creates links in invoices to PayPal Standards online
Functionality Service Management payment. PayPal offers a trustworthy global payment
> Sales and Marketing > Save historical exchange rates in the exchange rate
service with multiple ways of accepting payments,
> Service Management table to keep track of fluctuations over a period of
> Workflow including credit card processing and PayPal accounts.
> E-services
time.
> Document > Transact business in any number of currencies for any econciliation of Incoming and
R
4
Management
customer and vendor. For example, companies can Outgoing Bank Transactions
Power BI Content Pack issue an invoice in one currency and accept payment
Import bank transaction data from electronic files sent
for that invoice in a different currency.
Product Human Resources from your bank in ISO20022/SEPA format—or use the
Management (HRM) > Manage currency conversion dynamically and help
Capabilities Bank Data Conversion Service for other file types. Apply
Clients and Usability ensure efficient processing of exchange rate updates. the bank transactions automatically to open customer and
Languages
> Store details of transactions involving receivables and vendor ledger entries and create your own mapping rules.
payables in local and foreign currencies so that aging Review the proposed applications and account mappings
Configuration and and reports for receivables and payables can be in an easy and intuitive way. It is possible to modify the
5
Development
> Application Objects printed in local or foreign currency. algorithm behind the record matching by modifying,
> Other
> Use the Exchange Rate Adjustment option to adjust removing or adding rules.
receivables and payables and post unrealized gains/
losses to the general ledger.
Learn More
Content
Bank Account Reconciliation SUPPLY CHAIN MANAGEMENT (SCM)
1 Import bank statement data from electronic files sent from
you bank in ISO20022/SEPA format—or use the Bank Sales and Receivables
Microsoft Financial Management Data Conversion Service for other file types. Reconcile
> General your bank statement data automatically to open bank
Dynamics NAV > Fixed Assets Alternative Ship -Tos
> Cash Management account ledger entries and keep track of all bank
statements. Set up multiple ship-to addresses to accommodate
Supply Chain
You can also Reconcile your bank payments in the customers that in addition to a main business address
Management (SCM)
> Sales and Receivables Payment Reconciliation Journal, completing payments have more than one site to which order can be shipped.
2 These additional locations can then be selected by the

> Sales Tax
> Purchase and and reconciliation in one place and in one step. Now you
Payables can match customer payments, vendor payments, and order processor when creating a sales order or invoice.
> Inventory
How to Buy bank transactions all in the Payment Reconciliation
> Warehouse
journal. You can also filter the statement information to Basic Receivables
view only the transactions that need attention, hiding Set up and maintain the customer table. Post sales
> Basic Manufacturing those that do not. transactions in journals and manage receivables; register
> Agile Manufacturing You can see a summary of outstanding bank information customers and manage receivables using general
> Supply Planning journals. Together with Multiple Currencies, this module 19 of 40
and drill-down to see the detail in payment reconciliation.
3
> Capacity Planning
To verify before posting the reconciliation, you can print can post sales transactions and manage receivables in
Project Management
the outstanding bank information on a test report. multiple currencies for each customer. Basic Receivables is
> Resources
integrated with Basic General Ledger and Inventory and is
Packaging of required for the configuration of all other Sales and
Functionality
Service Management
Check Writing
Receivables module. Sales Invoicing is also frequently
> Sales and Marketing Generate Computer printed checks with a unique number used with this module.
> Workflow series for each bank account. You can specify on the
> E-services payment journal line whether you want this payment to be Calendars
> Document
made with a computer or a manual check. This assists
4
Management Set up calendars with working and non-working days.
internal control by ensuring that the computer check is
Assign a base calendar to customers, vendors, locations,
Power BI Content Pack actually printed before posting the payment. Check
companies, shipping agent services, and the service
Product Human Resources printing comes with flexible user options, such as voiding
management setup— and make changes to each as
Management (HRM) a check, reprinting, using check forms with preprinted
Capabilities necessary. Calendar entries will be used in date
stubs, testing before printing, and also the possibility to
Clients and Usability calculations on sales orders, purchase orders, transfer
consolidate payments for a vendor into a single check.
Languages orders, production orders, service orders, and requisition
and planning worksheets.
Configuration and
5
Development
> Other
Learn More
Content Campaign Pricing
Work with sales prices and sales line discounts connected
Sales Line Discounting
Manage flexible item price discount structures that
with specific campaigns. After you have activated the differentiate between special agreements with individual
1
prices/ discounts, any customer or contact related to a customers and customer groups, and are conditioned by
company currently in a segment associated with a given such parameters as minimum quantity, unit of measure,
campaign can access the price/discount associated with currency, item variant and time period. The best unit price,
Microsoft Financial Management that campaign. Prices are valid for the life of the as based on the highest discount, unit price is calculated
> General
campaign or until you decide to deactivate them. When for the sales line when the order details meet the
> Cash Management you create a sales document or service order, the conditions specified in the sales line discounts table.
campaign price/discount is included among the pricing
Supply Chain
Management (SCM) reductions available when Microsoft Dynamics NAV Sales Line Pricing
> Sales and Receivables chooses the price to retrieve on the line.
2
> Sales Tax
Manage flexible item price structures that differentiate
> Purchase and between special agreements with individual customers and
Payables Order Promising customer groups, and are conditioned by such parameters
> Inventory
Promise accurate order shipment and delivery dates to as minimum quantity, unit of measure, currency, item
Microsoft Management customers based on an item’s current and future variant and time period. The best, that is, the lowest, unit
availability. When items are not available to meet a price is brought to the sales line when the order details
> Basic Manufacturing customer’s requested delivery date, calculate the earliest meet the conditions specified in the sales prices table.
> Agile Manufacturing shipment date as either an available-to-promise date Make updates and changes to the price agreements as
> Supply Planning
that is based on upcoming uncommitted supply or a
20 of 40
recorded in the sales prices table by using the sales price
3
> Capacity Planning
capable-to-promise date—a date when items can worksheet.
Project Management become available should they be replenished.
> Resources
Packaging of Sales Order Management
Sales, Marketing, and Sales Invoicing Manage sales quotes, blanket sales orders, and sales order
Functionality Service Management
> Sales and Marketing Set up, post, and print customer invoices and sales processes. Setting up an invoice directly differs from
> Service Management credit memos. This module is fully integrated with
> Workflow
setting up a sales order in which the quantity available is
> E-services General Ledger and Inventory. adjusted as soon as an amount is entered on a sales order
> Document line. Quantity available is not affected by an invoice until
4 Sales Invoice Discounts

Management
the invoice is posted.
Power BI Content Pack Calculate invoice discounts automatically. Set up any Use the Sales Order Management module to:
Product Human Resources number of invoice discount terms, including a certain
Management (HRM) minimum amount, discount percentage, and/or a service > Manage partial shipments.
Capabilities
Clients and Usability charge. The discount is calculated on the individual item > Ship and invoice separately.
lines and becomes part of the net sum of the invoice. > Create prepayment invoices for the sales order.
Languages Calculations can be done in both local and foreign
> Use quotes and blanket orders in the sales phase.
Configuration and currencies.
(Quotes and blanket orders do not affect inventory
5
Development
> Application Objects figures.)
> Other
Learn More
Content Sales Return Order Management Basic Payables
This module enables you to create a sales return order, so Set up and maintain a vendor table, post purchase
1
you can compensate a customer for wrong or damaged transactions in journals, and manage payables. Includes
items. Items can be received against the sales return order. the vendor table and enables you to generate vendor
Create a partial return receipt or combine return receipts ledger entries using general journals. Use this together
Microsoft Financial Management on one credit memo. Link sales return orders with with the Multiple Currencies module to post purchase
> General
replacement sales orders. transactions and manage payables in multiple currencies
> Cash Management for each vendor. This module is always used if your solution
Supply Chain
Shipping Agents requires a vendor table. It is integrated with General
Management (SCM) Set up multiple shipping agents (for example, UPS, DHL, Ledger and Inventory and it is required for the
external carriers, or your own carrier) and relate their configuration of all other Purchase and Payables module.
2
> Sales Tax
> Purchase and services (express, overnight, standard) with shipping time. Purchase Invoicing is also frequently used with this module.
Payables Associate default shipping agents and their services with
How to Buy
> Inventory
> Warehouse individual customers or specify those details on sales Drop Shipments
Microsoft Management orders and transfer orders to improve accuracy of order Handle order shipments directly from the vendor to the
Dynamics NAV promising. customer without having to physically stock items in your
Manufacturing
> Basic Manufacturing inventory while still keeping track of order costs and profit.
> Supply Planning Sales Tax The drop shipment process is facilitated through the
21 of 40
automatic linking of sales and purchase orders that control
3
> Capacity Planning
the built-in sequence of posting tasks.
Project Management Sales Tax
> Resources
Packaging of
Calculate Sales Tax and set up individual tax areas for Purchase Invoicing
Sales, Marketing, and each customer and vendor. Also enables you to calculate Set up, post, and print purchase invoices and purchase
the use tax on the tax. Sales tax can also be calculated
> Sales and Marketing credit memos. This module is integrated with General
> Service Management from the general journal lines. Please check your local Ledger and Inventory.
> Workflow
pricelist for availability
> E-services
> Document
Purchase Line Discounting
4 Purchase and Payables
Management
Manage multiple item purchase price discounts that you
have negotiated with individual vendors as based on such
Management (HRM)
Alternative Order Addresses parameters as minimum quantity, unit of measure,
Capabilities Set up multiple addresses to manage orders from vendors
currency, item variant and time period. The best, as based
Clients and Usability on the highest discount, unit cost is calculated for the
that in addition to a main business address have more
purchase line when the order details meet the conditions
Languages than one site from which they ship orders. These
specified in the purchase line discounts table.
additional locations can then be selected by the
Configuration and
purchasing agent when creating a purchase order or
5
Development
> Application Objects invoice.
> Other
Learn More
Purchase Invoice Discounts Requisition Management
Content Calculate invoice discounts automatically. The discount can
differ from vendor to vendor with different minimum
Automate the supply planning process by using the
Requisition Worksheet. Generate optimal suggestions for
amounts (also in different currencies) and different rates, replenishing inventory through purchases and transfers
1 depending on the size of the invoice. The discount is

calculated on the individual item lines and becomes part of
the net sum of the invoice.
based on the item’s current and future demand and
availability, as well as a variety of planning parameters, such
as minimum and maximum quantities and reorder
quantities. Display a graphical overview of the planning
> General
Dynamics NAV > Fixed Assets Purchase Line Pricing impact and allow the user to change the plan using a drag-
> Cash Management
Manage multiple item purchase prices that you have and-drop operation, prior to executing the plan.
Supply Chain negotiated with individual vendors as based on such Alternatively, use Order Planning—a simplified supply
Management (SCM)
> Sales and Receivables parameters as minimum quantity, unit of measure, planning tool that enables you to plan supply for all types
2
> Sales Tax currency, item variant and time period. The best, that is the of demand in an order-by-order fashion, with no
> Purchase and considerations for optimization.
Payables
lowest, unit cost is brought to the purchase line when the
> Inventory order details meet the conditions specified in the purchase
How to Buy
Microsoft
> Warehouse
Management
prices table. Inventory
Dynamics NAV Manufacturing Purchase Order Management Analysis Reports
> Agile Manufacturing Manage purchase quotes, blanket orders, and purchase Provide company decision-makers, especially those
> Supply Planning
order processes. Creating a purchase order differs from
22 of 40
with overall responsibility for sales, purchases, and
3
> Capacity Planning
creating a purchase invoice directly. The quantity product portfolio management, with an efficient and
Project Management available is adjusted as soon as an amount is entered on flexible way to get meaningful information out of the
> Resources
a purchase order line, but it is not affected by a purchase system to inform day-to-day decisions. Built on item
Packaging of invoice until the invoice is posted.
Sales, Marketing, and entries, this module provides a customizable, analytic
view that enables people to add and combine analysis
> Sales and Marketing Use this module to:
> Service Management objects—customers, items, and vendors— according to
> Workflow > Manage partial receipts. their needs.
> E-services
> Document > Receive and invoice separately and create You can:
4
Management prepayment invoices for the purchase order.
Power BI Content Pack > Use quotes and blanket orders in the purchase phase. > Present figures in both amounts and quantities and
(Quotes and blanket orders do not affect inventory compare by periods as well as against budget. When
Product Human Resources the figures are put in a formula, they can become an
Management (HRM) figures.)
Capabilities indicator of the company’s performance.
Clients and Usability
Purchase Return Order Management > Drill down to locate the cause of problems.
Languages > View sales dynamics; analyze inventory turnover;
Create a purchase return order in order to compensate
Configuration and your own company for wrong or damaged items. Items can evaluate customers’ buying behavior; spot trends;
5
Development then be picked from the purchase return order. You can set reconsider product offerings, prices, and vendors;
up partial return shipments or combine return shipments in and make informed business decisions.
> Other
one credit memo and link purchase return orders with
replacement purchase orders.
Learn More
Content Alternative Vendors Item Budgets
Manage purchase of the same item from several different Make sales and purchase budgets on the customer, vendor,
1 vendors. Set up alternative vendors for an item, specify

typical lead times used by a specific vendor to deliver that
and item levels, and in both amounts and quantities.
Prepare and record a sales budget that can serve as input
item, and associate price and discount agreements for to decision-makers in other operational areas, such as
> General that item with each vendor. purchasing and logistics. Decision-makers gain information
about future expected demand that they can use for
> Cash Management
Basic Inventory business discussions with the customers. After budgets are
Supply Chain
Set up items that you carry in your stock and specify their made, track the actual sales performance by means of
Management (SCM)
> Sales and Receivables unit of measures, costing method, inventory posting group, calculating the variance. The ability to move budgeted
2
> Sales Tax
unit cost and price and other properties. Post item figures between the system and Excel provides additional
> Purchase and flexibility to the budgeting process.
Payables transactions, such as sales, purchase, and negative and
> Inventory positive adjustments from item journals. Quantity and cost
records of the posted transactions are stored in the Item Charges
inventory ledger that is the basis for inventory valuation Manage item charges. Include the value of additional cost
Dynamics NAV Manufacturing and other costing calculations.
> Basic Manufacturing components such as freight or insurance into the unit cost
> Agile Manufacturing Integrated with General Ledger and with the posting or unit price of an item.
processes in Sales and Receivables and Purchase and
3
> Capacity Planning
Payables, this module is required for the configuration of all Item Cross References
Project Management other Inventory modules.
> Resources Quickly and precisely identify the items a customer is
Packaging of ordering on the basis of item numbers other than your
Sales, Marketing, and Bin own. Cross-reference information from customers,
> Sales and Marketing Organize your warehouse by assigning items to bins, the vendors, and manufacturers, as well as generic numbers,
> Service Management smallest unit in the warehouse logical structure. Bin universal product codes (UPCs), and European article
> Workflow
> E-services assignment is done as according to the item journals or numbers (EANs) that can be stored and easily accessed.
> Document directly on the document lines (does not apply to order
4
Management
lines). Item Substitutions
Link items with the same or similar characteristics so that
Product Human Resources Cycle Counting if a customer orders an item that is unavailable, you can
Capabilities
Management (HRM) Manage cycle counting, a basic method of verifying offer substitute items and avoid losing the sale. Or,
Clients and Usability inventory record data used to maintain and increase provide an extra service to your customer by offering
inventory accuracy. Set up cycle counting on the item or lower-cost alternatives.
Languages
SKU level.
Configuration and
5
Development
> Other
Learn More
Item Tracking Location Transfers
Manage and track serial and lot numbers. Assign serial Track inventory as it is moved from one location to
Content or lot numbers manually or automatically, and receive
and ship multiple quantities with serial/lot numbers
another and account for the value of inventory in transit
and at various locations.
from a single order line entry.
1
Multiple Locations
Item Categories Manage inventory in multiple locations that may represent
Use item categories to group items into a hierarchical a production plant, distribution centers, warehouses, show
structure and you can define your own custom rooms, retail outlets and service cars.
> General
Dynamics NAV > Fixed Assets categories, assigning attributes to each category.
> Cash Management
When you add items to a category, the items inherit the Nonstock Items
Supply Chain attributes of the category, ensuring a common set of Offer items to customers that are not part of your
Management (SCM)
> Sales and Receivables attributes on items in the same category, and saving you regular inventory but that you can order from the
2 time. If required, you can still assign item specific

> Sales Tax vendor or manufacturer on a one-off basis. Such items
> Purchase and attributes to particular items.
Payables are registered as nonstock items but otherwise are
> Inventory treated like any other item.
Item Attributes
Dynamics NAV
Use item attributes to add custom data, such as color, Pick
Manufacturing
country of manufacture, size, or product dimensions, to Enable warehouse workers to create a pick from the
> Agile Manufacturing applicable items, supplementing built-in global item fields. released order. Pick is managed from a separate user
You can define your own type of attribute options, interface when shipping items in an order-by-order
3
> Capacity Planning
including list, text, integer, and decimal, along with unit of environment.
Project Management
> Resources
measure for the two latter numeric types. Attribute names
Packaging of Sales, Marketing, and
and option list entries can also be translated to support Put Away
multiple language requirements. You can also block
Functionality Service Management Enable warehouse workers to create a put away
> Sales and Marketing attributes or attribute option values from being used in the
from the released order. Put Away is managed from
> Service Management future, for example, if they are no longer applicable.
> Workflow a separate user interface when receiving items in an
> E-services When you add items to sales and purchase documents, or order-by-order environment.
> Document just organize your items, you can view and filter on the
4
Management
attribute values to limit the list of items to choose from or
Power BI Content Pack take action on.
Standard Cost Worksheet
Efficiently review and update standard costs with this
worksheet. The Standard Cost Worksheet provides a
Capabilities
Management (HRM) Assembly Management company’s controllers with a reliable and efficient way to
Clients and Usability Specify a list of sellable items, raw materials, subassemblies maintain accurate and up-to-date inventory costs. Work
and/or resources as an Assembly Bill of Materials that with standard cost updates the same way you work with
Languages
comprises a finished item or a kit. Use assembly orders to an Excel spreadsheet but within the framework of
Configuration and replenish assembly items, to stock or capture the Microsoft Dynamics NAV. Because it provides
5
Development
customer’s special requirements to the kit’s bill of materials an overview of the current standard costs, the worksheet is
> Other directly from the sales quote, blanket, and order line in the a convenient place to prepare for a cost update without
assembly-to-order processes. the changes having an immediate effect in the system.
Learn More
Stock-Keeping Units Warehouse Management Systems
Content Manage stock-keeping units (SKUs). Identical items with the
same item number can be stored in different locations and
Manage items on a bin level. Receive and put away items
in a bin; pick items from a bin according to a put-away
managed individually at each location. Add cost prices, template; and pick items based on the zone and bin
1
replenishment, manufacturing information, and so on, ranking. Move items between bins using a report for
based on the location. optimizing the space usage and the picking process, or
move items manually. Warehouse instruction documents
Microsoft Financial Management Warehouse Receipt are created for the pick and put-away process, which can
> General
Dynamics NAV > Fixed Assets Enable warehouse workers to create a put-away from the be carried out for sales, purchases, transfers, returns, and
> Cash Management receipt. Warehouse Receipt is managed from a separate production orders. Service orders are not included.
Supply Chain user interface when receiving items in a multi-order
Management (SCM) environment.
> Sales and Receivables MANUFACTURING
2
> Sales Tax
> Purchase and Warehouse Shipment Basic Manufacturing
Payables
> Inventory
Enable warehouse workers to create a pick from the
How to Buy > Warehouse shipment. Warehouse Shipment is managed from a Production Bill of Materials
Microsoft Management separate user interface when shipping items in a multi-
Create bills of materials and calculate standard costs.
Dynamics NAV Manufacturing order environment.
Required for the configuration of all other
> Agile Manufacturing Manufacturing modules.
> Supply Planning Warehouse Management 25 of 40
3
> Capacity Planning
Production Orders
Project Management Automated Data Capture System (ADCS)
> Resources Create and manage production orders, and post
Capture data automatically. Keep data accurate, even in
Packaging of consumption and output to the production orders. After
Sales, Marketing, and a hectic environment. ADCS supports some of the
you have created a production order, you can calculate net
workflows in the Warehouse Management Systems
> Sales and Marketing requirements based on that production order. The
module that enables warehouse automation.
> Service Management Production Orders module includes a manual supply
> Workflow
planning tool as an alternative to automatic planning. The
> E-services
> Document Bin Setup Order Planning window provides the visibility and tools you
4
Management
Easily set up and maintain your bins by defining both the need to manually plan for demand from sales lines and
Power BI Content Pack layout of your warehouse and dimensions of your racks, then to create different types of supply orders directly.
columns, and shelves; set up and maintain your planning
Capabilities
Management (HRM) parameters by defining the limitations and characteristics Agile Manufacturing
of each bin.
Languages Internal Picks and Put-Aways Agile Manufacturing

Create pick and put-away orders for internal purposes, This module enables you to run the Agile Manufacturing,
Configuration and
Supply Planning, and Capacity Planning modules.
5
Development without using a source document (such as a purchase
> Other
order or a sales order). For example, pick items for
testing or put away production output.
Learn More
Content Version Management Sales and Inventory Forecasting
Create and manage different versions of the You can use the Sales and Inventory Forecast extension
manufacturing bill of materials and routings. You must to get deep insights about potential sales and a clear
1 purchase the Basic Capacity Planning module before

you can set up multiple versions of routings.
overview of expected stock-outs.
The built-in Cortana Intelligence leverages historical data
Microsoft Financial Management and helps you manage your stock and respond to your
Dynamics NAV
> General
> Fixed Assets Supply Planning customers. Based on the forecast, the Sales and
> Cash Management Inventory extension helps create replenishment requests
Supply Chain Basic Supply Planning for vendors and saves you time.
Management (SCM)
Plan material requirements based on demand with
Capacity Planning
2
> Sales Tax support for master production scheduling and
> Purchase and materials requirements planning. Basic Supply Planning
Payables
> Inventory includes: Basic Capacity Planning
Microsoft Management > Automatic production orders and purchase orders. Add capacities (work centers) to the manufacturing
Dynamics NAV Manufacturing > Action messages for fast and easy balancing of process. Set up routings and use these routings on
> Basic Manufacturing supply and demand. production orders and in material requirements planning.
> Agile Manufacturing View loads and the task list for the capacities.
> Supply Planning > Support for bucket-less and bucketed material 26 of 40
3
> Capacity Planning
requirements planning.
Finite Loading
Project Management > The Setup for items with their own reordering policy,
> Resources Manage finite loading of capacity-constraint resources.
including registration of whether they are
Packaging of Sales, Marketing, and manufactured by or purchased from a third party.
Taking capacity constraints into account so that no more
Functionality Service Management work is assigned to a work center than the capacities can be
> Sales and Marketing expected to execute during a given time period. This is a
> Service Management Demand Forecasting simple tool without any optimization. Used with the Order
> Workflow
> E-services Manage demand forecasting based on items. Input Promising module, Finite Loading also enables the system
> Document demand (sales) forecasts for products and components to calculate capable-to-promise (CTP).
4
Management
in a more convenient way (daily, monthly, quarterly). This
Power BI Content Pack data allows the system to plan and create production Machine Centers
and purchase orders taking into consideration the
demand forecast together with the level of available
Add machine centers as capacities to the manufacturing
Management (HRM)
Capabilities process. Machine centers are designed to help you
inventory and parameters of requirement planning.
Clients and Usability manage capacity of a single machine/producing resource.
With machine centers, you can plan/manage capacity on
Languages
several levels: on a more detailed level for machine centers
Configuration and and on a consolidated level for work centers. Machine
5
Development
centers allow users to store more default information about
> Other manufacturing processes, such as setup time or default
scrap percentage.
Learn More
PROJECT MANAGEMENT > Plan and invoice the job in a currency other than the
Content
local currency using Jobs together with Multiple
Currencies.
Resources > Assign a specific job to a specific customer and
invoice the job completely or partially using Jobs
1 Basic Resources
Keep track of resources and prices. Register and sell >
together with Sales Invoicing.
Use the new Jobs setup wizard to set up jobs, enter
Microsoft Financial Management resources, combine related resources into one resource time sheets, and Job Journals more easily, and use
> General group, or track individual resources. Divide resources into the updated Project Manager role center to quickly
> Cash Management
labor and equipment and allocate resources to a specific access common tasks, new charts, and a new My
job in a time schedule. Jobs list.
Supply Chain
Management (SCM) > On the Job Card, you can see tasks, use the new
> Sales and Receivables Capacity Management Project Manager field, and get better visibility into
2
> Sales Tax
Plan capacity and sales, and manage usage statistics and the costs and billings for your jobs.
> Purchase and
Payables profitability of resources. Create your plan in a calendar > A new Job Quote report enables you to quickly email
> Inventory
How to Buy system with the required level of detail and for the period a customer the price for a project.
> Warehouse
of time that you need. Also monitor resource usage and
get a complete overview of your capacity for each
Dynamics NAV Manufacturing Time Sheet
resource with information about availability and planned
> Agile Manufacturing costs on orders and quotes. Time Sheet is a simple and flexible solution for time
> Supply Planning registration with manager approval. Time Sheet provides 27 of 40
3
> Capacity Planning integration to the Service, Jobs, and Basic Resources
Multiple Costs modules.
Project Management
> Resources Manage alternative costs for resources and resource
Packaging of groups. The costs can be fixed or based on an additional
percentage or an additional fixed charge. Define as many
SALES, MARKETING, AND SERVICE
> Sales and Marketing work types as you need. MANAGEMENT
> Workflow
> E-services Jobs
> Document Sales and Marketing
4
Management Keep track of usage on jobs and data for invoicing the
customer. Manage both fixed-price jobs and time-and-
materials jobs. You can also: Campaign Management
Product Human Resources Organize campaigns based on segments of your
Management (HRM) > Create a plan for a job with multiple tasks and task
Capabilities contacts that you define. Define segments based on
groupings. Each task can have a budget and can be
Clients and Usability specific criteria, such as sales, contact profiles, and
done for whatever period of time you need.
interactions, and reuse existing segments or
Languages
> Copy a budget from one job to another and set up a segmentation criteria. Use the Merge feature in Word (or
Configuration and job-specific price list for charging of items, resources, send other file formats) to communicate with the
5
Development and general ledger account expenses to the job’s
contacts in your segment. To send a document to people
> Other customer. of different nationalities in their native language, use
> View suggested Work in Progress and Recognition Campaign Management with Interaction/Document
postings for a job. Management.
Learn More
Relationship Management > Use filters to synchronize only the Microsoft
Dynamics NAV 2017 contacts that you want to see
You can work more effectively with Relationship
Content
in Office 365 or Microsoft Outlook.
Management from your phone, taking advantage of > Keep your contacts synchronized between
enhancements to the Sales and Relationship Microsoft Dynamics NAV 2017 and Office 365 or
Management Role Center. A simplified CRM includes Microsoft Outlook, and automatically run a
1
contact management, interactions, and sales background synchronization at scheduled times.
opportunities. You can also use improved interactions
logging from your phone, logging email messages using
Microsoft Financial Management Office 365.
Interaction /Document Management
> General Record all the interactions that you have with your
contacts— for example, telephone calls, meetings, or
> Cash Management Contact Classification
letters. Attach documents to interactions (Word, Excel,
Supply Chain Sort your contacts into categories, and automatically or .txt files). You can also automatically record other
Management (SCM)
classify your customers based on criteria you specify. For interactions—for example, all Microsoft Dynamics NAV
2
> Sales Tax example, you can see the program group contacts in terms documents that you send to your contacts, such as sales
> Purchase and of revenue. Use this information to target contacts for your orders or quotes, can be logged and retrieved at a later
Payables
> Inventory campaigns. Divide your customers into ABC segments and time. By using TAPI (Telephony Application Programming
How to Buy > Warehouse even use this module for rating (assign the weights of two Interface) compliant telecom devices, you can call a
questions to identify the value of a third question). contact by clicking a button on the electronic contact card.
Contact Management Mail Logging for Microsoft Exchange Server
> Supply Planning Maintain an overview of your contacts, and personalize 28 of 40
Log all email correspondence. Log inbound and outbound
3
> Capacity Planning
your approach to them. Record your contact information email messages sent through Microsoft Dynamics NAV or
Project Management for all business relationships. This module is tightly
> Resources Microsoft Outlook®, and set up the program to log
integrated with the Sales and Receivables application automatically or manually in Microsoft Dynamics NAV. The
Packaging of area. You can also:
Sales, Marketing, and solution is server-based and requires Microsoft Exchange
Server (please refer to the Microsoft Dynamics NAV software
> Sales and Marketing > Specify the individual people related to each contact.
> Service Management requirements) in order for you to keep email messages in
> Workflow > Get an automatic alert if you enter contact
their natural environment to ease administration.
> E-services information that already exists with the duplicate
> Document
check function.
4 Opportunity Management
Management

> Get a precise view of prospects and customers by
categorizing your contacts based on profiling Keep track of sales opportunities. Section your sales
Product Human Resources questions. processes into different stages, and use this information to
Capabilities
Management (HRM) get an overview of and manage your sales opportunities.
> Issue quotes to prospects or create sales documents
for specific contacts if you have Sales Order
Languages Management.
Outlook Client Integration
Synchronize your to-do items and your contacts in
Configuration and > Use Contact Synchronization to integrate your
Microsoft Dynamics NAV with meetings, tasks, and
5
Development contacts from Microsoft Dynamics NAV 2017 with your
> Application Objects contacts in Outlook. Create, update, cancel, and delete
People Hub in Office 365 or Microsoft Outlook.
> Other in one program and, at a specific time, synchronize
from within Outlook. You can also customize
synchronization by adding fields or adding new entities
to be synchronized.
Learn More
Notifications
Content You can take advantage of non-intrusive, intelligent in-

application notifications, which guide you through relevant
In NAV 2017 you can use a new wizard to guide you
through the setup process, which enables seamless
processes according to the context you are working in. coupling of Microsoft Dynamics CRM records with
The new type of notifications help even untrained users Microsoft Dynamics NAV 2017 records. The Microsoft
1 carry out advanced tasks, while the unobtrusive design

does not prevent you from carrying on with your work.
Dynamics NAV Integration Solution on the CRM side is
automatically deployed through the wizard.
Microsoft Financial Management You can also use Microsoft Word templates to create the You can also work with prices in currencies that differ from
> General the local currency, using the coupling of the Customer
Dynamics NAV > Fixed Assets layout for email notifications, ensuring all messages look
> Cash Management consistent and coherent. Price Group record in Microsoft Dynamics NAV and the
Price List in Microsoft Dynamics CRM.
Supply Chain
Management (SCM) Task Management
> Sales and Receivables Service Management
2
> Sales Tax
> Purchase and
Payables
> Inventory
Planning and Dispatching
Assign personnel to work orders and log details such as
work order handling and work order status. For
Dynamics NAV Manufacturing dispatching, manage service personnel and field
> Agile Manufacturing technician information, and filter according to availability,
> Supply Planning skills, and stock items. Gain an overview of service task 29 of 40
3
> Capacity Planning prioritization, service loads, and task escalations.
Project Management
> Resources
Service Contract Management
Set up an agreement with the customer concerning the
> Sales and Marketing service level to be delivered. With this module, you can:
> Maintain information on contract history, contract
> Workflow
> E-services renewal, and contract templates.
> Document
1. Couple and synchronize Customer, Contacts, and > Manage warranty details on service items and spare
4
Management
other data between the two systems. parts.
2. Create a Microsoft Dynamics NAV pricelist in CRM. > Record details on service levels, response times, and
3. View Microsoft Dynamics CRM Opportunities/ discount levels, as well as on the service history of each
Management (HRM)
Capabilities Quotes, and Cases from within Microsoft Dynamics contract, including used service items and parts and
Clients and Usability NAV. labor hours.
Languages 4. View Microsoft Dynamics NAV customer statistics > Measure contract profitability.
Configuration and
data in Microsoft Dynamics CRM. > Generate contract quotes.
5
Development 5. Navigate between the two systems.
> Application Objects It is recommended that you also use the Service Order
> Other 6. Move CRM Sales Orders to Microsoft Dynamics NAV Management and Service Item Management modules.
and update the information in Microsoft Dynamics
CRM.
Learn More
Content Service Item Management
Record and keep track of all your service items, including
Workflow
contract information, component management, and BOM General
reference and warranty information. Use the Trendscape
1
Model real-life business processes such as best practices or
Analysis feature to view key performance indicators on the industry-specific standards. For example, ensure a
service item in a given time frame. customer’s credit limit has been independently verified or
require a two-person approval for a significant vendor
Dynamics NAV
> General
> Fixed Assets
Service Order Management payment. Workflows in Microsoft Dynamics NAV focus on
> Cash Management Register your after-sales issues including service requests, three main building blocks and workflow processes, short
Supply Chain
services due, service orders, and repair requests. Service or long, are likely to be comprised of steps related to these
Management (SCM) requests can be initiated by the customer or created three blocks, which are:
> Sales and Receivables automatically according to the terms in your service
2 > Approval—leave a work task, item, or document in a

> Sales Tax
> Purchase and agreement. Data can be entered in the service orders by a
blocked or unapproved state until approved by a
Payables call center employee or by your repair shop. You can also
> Inventory suitable person in your organization.
use this module to register impromptu or one-off service
orders. > Notification—tell users that something has happened
and/or that they need to take some kind of action.
Dynamics NAV Manufacturing Register and manage equipment loaned to customers. Get
> Basic Manufacturing a complete history of your service orders and service order > Process automation—execute a process routine and
> Agile Manufacturing have the Microsoft Dynamics NAV system calculate
> Supply Planning
quotes through the Service Order Log. 30 of 40
something or perform an action.
3
> Capacity Planning
Project Management
Service Price Management Along with approval, notification, and process
> Resources Set up, maintain, and monitor your service prices. Set up automation, workflows in events react to real parameters
price groups based on different criteria—such as the in your business. Workflows can be triggered by credit
Functionality Service Management service item (or several item groups), the service task limits, geographies, totals, individual owners, or any one
> Sales and Marketing involved, or the type of fault—for a limited period of time, of hundreds of other potential conditions.
> Workflow or for a specific customer or currency. Define price
> E-services calculation structures that include all parameters involved Sales & Marketing
> Document
in providing service—for example, the parts used, the
4
Management Out of the box, Dynamics NAV 2017 supports sales
different work types, and the service charges.
Power BI Content Pack document and customer approval workflows that enable
users to submit sales documents and customer verification,
The system automatically assigns the correct price
for approval according to a predefined hierarchy of
Management (HRM) structure to the service orders that match the service price
Capabilities approval managers. The approvals can be done with
group criteria. You can also assign fixed prices, minimum
Clients and Usability accounting manager or another similar significant role in
prices, or maximum prices to service price groups and view
your company. In this way, you can have workflows that
Languages statistics about the profitability of each service price group.
need approval when sales discounts exceed a limit and
Configuration and
need approval by sales managers, or you can have
5
Development
> Application Objects notifications sent to account managers when new
> Other customers are created in a particular geography.
Learn More
Purchase and Integration
Content Microsoft Dynamics NAV 2017 integration with Optical
Character Recognition (OCR) services and purchase
workflows go hand-in-hand. External invoices can be
1
received, processed, and generate payment lines with
workflows. At any stage a user can change the conditions
for automatically processing and have documents sent for
Microsoft Financial Management approval before processing if they exceed limits or some
> General other condition.
> Cash Management
Workflow groups and features
Supply Chain
Management (SCM) > Sales & Purchase Documents
2
> Sales Tax > Sales & Marketing
> Purchase and
Payables
> Finance
> Inventory > Integration workflows
Microsoft Management > Administration
Dynamics NAV Manufacturing > Job queue support for process automation
> Agile Manufacturing > Email and Microsoft Dynamics NAV Notes for
> Supply Planning notifications 31 of 40
3
> Capacity Planning
> Workflow designer
Project Management
> Resources
Packaging of E-services
Electronic Invoicing
> Workflow Send and receive electronic invoices and credit memos as
> E-services
> Document
either files or using a document exchange service. Out-of- Currency exchange rates
4
Management the-box, the PEPPOL format and the free Tradeshift
Update currency exchange rates using third-party web
document exchange service are supported, but the
Power BI Content Pack services that deliver exchange rates as XML files or
architecture allows for adding additional formats or
streams. Updates can be performed manually or
Product Human Resources document exchange service software
Management (HRM) automatically using the job queue functionality. Yahoo and
Capabilities (requires partner customization).
European Central Bank (ECB) currency feeds are
Clients and Usability In addition, a number of standards used in electronic supported out of the box, and other currency services can
Languages document exchange are now supported, including a be added mapping the data in the feed into the currency
Global Location Number (GLN) ID for customers and exchange rates setup, a task that can be done in the end
Configuration and
vendors, Global Trade Item Number (GTIN) for items, and user client without developer permissions.
5
Development
> Application Objects international codes on units of measures, currencies, tax
> Other codes, tax schemes, and countries.
Learn More
Document Management Incoming document workflow
Content Incoming documents
Add workflows to automatically process any incoming
electronic document, e.g.,
> Send and receive documents to/from OCR
automatically,
1 >
>
Create draft purchase document in Dynamics NAV
Post draft document
> General > Create payment lines for posted documents
> Cash Management Workflow conditions can be defined by the user to
Supply Chain
control flow based on, e.g., vendor or amount.
Management (SCM)
Reporting
2
> Sales Tax
> Purchase and
Payables
> Inventory Document Reporting
Microsoft Management A user can use Microsoft Word as a layout and editing
option for any document report. A single report can be
> Basic Manufacturing different layouts, either RDLC, Word or both.
Optical Character Recognition (OCR) End users can modify their own document reports and 32 of 40
> Supply Planning
control which layout is the active one for a given report.
3
> Capacity Planning
The OCR integration enables you to extract unstructured
PDFs, lines of an invoice, scanned invoices or credit memos
Project Management
> Resources Report Scheduling
into structured data, allowing further automatic processing
Packaging of Sales, Marketing, and similar to electronic documents. Add text-to-account rules Users can schedule any report to run at a given point in
Functionality Service Management to automatically default account rules based on the vendor. time – either as reoccurring or one time – and be bundled
> Sales and Marketing into an Inbox on the Role Center.
> Service Management Out-of-the-box, the Lexmark Invoice Capture Service for
> Workflow Microsoft Dynamics NAV is supported, but the architecture
> E-services
allows for use of a different OCR service or external Reporting Data Setup
> Document
4
Management software (requires partner customization). With the We have introduced a new feature called Reporting Data
Lexmark Invoice Capture Service integration, header and Setup, which enables users to easily create insightful
total information can be extracted. Documents can also be reporting data sets without requiring them to have in-
Product Human Resources forwarded directly to the OCR service using email depth SQL knowledge:
Management (HRM)
Capabilities messages. To use Lexmark Invoice Capture Service for
> Existing list pages may be used as a data source.
Clients and Usability Microsoft Dynamics NAV, an account must be created at
Lexmark Invoice Capture Service and a free SKU will be > Existing queries may be used as a data source.
Languages
available. > Enables users to choose the fields from the data.
Configuration and source they want in the data set.
Incoming documents can be sent to and received from
5
Development
> Application Objects OCR manually, as well as automatically using a job queue. > Enables users to place filters on the data that. appears
> Other
in the data set.
> SQL knowledge is not required to create data sets.
Learn More
Jet Reports Express for Dynamics NAV HUMAN RESOURCES
This Microsoft Excel add-in with Microsoft Dynamics NAV
MANAGEMENT (HRM)
Content gives users a simple way to create basic reports and
business queries inside Excel. It comes with specific core Basic Human Resources
features like the Table Builder, GL reporting and more. It Efficiently manage your company’s human resources.
1
also includes a set of key reports for Excel users. Please go Group and track relevant employee information and
to Customer Source to learn more. organize employee data according to different types of
Other reporting components will have been described information, such as experience, skills, education, training,
within its designated feature areas. and union membership. Store personal information, track
> General
Dynamics NAV > Fixed Assets job openings in your organization, and extract a list of
> Cash Management candidates for these positions. Keep track of benefits and
company items such as keys, credit cards, computers, and
Supply Chain
Management (SCM)
POWER BI CONTENT PACK cars. Easily record all types of absences in units of measure
> Sales and Receivables that you define, and attach alternative addresses and
2
> Sales Tax
> Purchase and Connect to your Microsoft Dynamics NAV 2017 instance relatives’ names to employees.
Payables
> Inventory
and PowerBI.com and immediately get access to a
How to Buy > Warehouse business performance dashboard with insights into your
Microsoft Management business. CLIENTS AND USABILITY
> Basic Manufacturing The new PowerBI.com Content Pack for Microsoft
Dynamics NAV is designed specifically for SMB owners, Microsoft Dynamics NAV can be deployed on-premise or
> Supply Planning
in the cloud and customers can access their solution
33 of 40
managers, and executives and provides details about
3
> Capacity Planning
customers, sales, and finance. The dashboard and reports through role- based interfaces on their desktop, in a
Project Management
are built on top of a fully featured model, allowing you to browser, or with a native mobile app on a tablet or mobile
> Resources
explore and analyze your data as you need. Automatic device.
Packaging of Sales, Marketing, and refresh will ensure you’re always seeing the latest data.
Functionality Service Management With Microsoft Dynamics NAV you can do more on the go,
> Service Management in the office, or at home with different client opportunities.
> Workflow
> E-services EMBEDDED POWER BI Windows Client
> Document
4
Management Microsoft Dynamics NAV Windows client, where the
You can use embedded Power BI to easily create insightful starting point is the Role Center. The Role Center can be
charts and reports using Power BI, and make them customized to users individual needs based on their role,
available within your Microsoft Dynamics NAV 2017 role company, and daily tasks and is also present in any of the
Management (HRM)
Capabilities center. other client types below
Leverage the Microsoft Dynamics NAV 2017 Power BI Web Client

Languages
Content Pack to get started, and utilize existing Power BI With the Microsoft Dynamics NAV Windows client,
Configuration and
security to manage reports. supports the Microsoft Dynamics NAV features as the
5
Development
Microsoft Dynamics NAV Windows client. The Microsoft
> Other Dynamics NAV Web client gives users access to Microsoft
Dynamics NAV data over a network, such as the Internet.
Being browser based the user can access NAV from
anywhere with no client installation
Learn More
Tablet Client
Multiple Languages
Microsoft Dynamics NAV Tablet client is targeted at users in
Content small and medium sized businesses that want to access
data from a tablet. Some of the advantages of offering
Switch languages on the client in real time, provided that
the language is available in the program. The language
module can be used to run multilanguage functionality.
tablet solutions are portability and flexibility, when the
IMPORTANT: Users can use this language module only if
1
users is away from the desk, on the train etc.
the personal license file contains the objects for the specific
language.
Mobile Client
Microsoft Dynamics NAV Mobile client is Microsoft
Each language module covers the functionality for only
> General
Dynamics NAV > Fixed Assets Dynamics NAV for iOS, Android, and Windows. Access all
one specific language. For example, the Danish language
> Cash Management module contains all Danish strings for Danish functionality.
your data by connecting to your Microsoft Dynamics NAV
It does not contain Danish strings for French or other
Supply Chain 2017 server from your smartphone with the familiar, role-
Management (SCM) language functionality.
tailored experience and functionality on your mobile
2
> Sales Tax device.
> Purchase and CONFIGURATION AND
Payables
How to Buy
> Inventory SharePoint Client DEVELOPMENT
> Warehouse
Microsoft Management The Microsoft Dynamics NAV SharePoint client enables you
to interact with Microsoft Dynamics NAV data from a Application Builder (A la carte)
> Basic Manufacturing Microsoft SharePoint website—SharePoint Online or Change the business rules and special calculations that
> Agile Manufacturing SharePoint On-premise. Users can combine Microsoft work behind the scenes. Business rules and special
> Supply Planning
Dynamics NAV functionality with that of Microsoft SharePoint calculations are defined in C/AL (the C/SIDE application
34 of 40
3
> Capacity Planning
to create collaborative workspaces and share data and language). Although this granule includes access to C/AL,
Project Management insight with more people within the company. it does not permit access to existing C/AL code that
> Resources
updates write-protected tables (for example, postings).
Packaging of
Functionality
Service Management
LANGUAGES With Application Builder, you can create entirely new
areas of functionality for your application, enabling you
to tailor Microsoft Dynamics NAV to fit your entire
Multiple Document Languages
> Workflow organization. It also enables you to create 100 codeunit
> E-services Set up alternative descriptions of your inventory items and
> Document objects (numbered from 50,000 to 50,099). You can also
4
Management print reports in multiple languages (for example, you can take advantage of the functionality included for
make invoices in the receiver’s language). Descriptions can developers in the Navigation Pane Designer (for
be linked to individual customers, which is especially useful example, creating new menu items).
Product Human Resources for sales to foreign countries.
Management (HRM)
Capabilities It can, however, be useful to customize the item Page Designer
Clients and Usability descriptions even for domestic customers. The alternative Change existing pages (windows displayed on the
Languages item descriptions are automatically selected. To use the screen for data entry and inquiry), and it enables you to
multiple language features, the texts for the alternative create 100 page objects (included and numbered from
Configuration and languages must be inserted in the relevant application 50,000 to 50,099). The Page Designer also enables you
5
Development
> Application Objects objects. to use the Navigation Pane Designer. This means, for
> Other
example, that you can create new menu items. This
module does not include access to C/AL from pages.
Learn More
Report Designer XMLports (100)
Change existing reports and create 100 new report objects Create new or change existing XMLport objects. XMLport
(numbered from 50,000 to 50,099). Thismodule provides Designer provides access to C/AL (the C/SIDE application
Content access to C/AL (the C/SIDE application language) from

reports used for defining special calculations and business
language) from XMLports used for defining special
calculations and business rules. Every XMLport object in
rules. Create new reports from scratch or copy an existing Microsoft Dynamics NAV is created using this tool and can
report to use as a starting point. Every report in Microsoft therefore be customized easily. This module enables you
1 Dynamics NAV is created using this tool and can therefore

be easily customized. You will need the Microsoft Visual
to create 100 new XMLport objects (numbered from
50,000 to 50,099) and to take advantage of the
Studio Report Designer 2010 to design the layout of a functionality included for developers in the Navigation
> General report in the development environment. Microsoft Visual Pane Designer (for example, creating new menu items).
Dynamics NAV > Fixed Assets Studio Report Designer comes with Microsoft Visual Studio
> Cash Management
2010 SP1 Professional, Premium, or Ultimate. Query Designer
Supply Chain
Management (SCM)
This module enables you to take advantage of the The Query Designer provides the ability to modify existing
> Sales and Receivables functionality included for developers in the Navigation queries in the application, as well as create up to 100 new
2 Pane Designer (for example, creating new menu items). queries. The Query Designer is the main tool for creating
> Sales Tax
> Purchase and
Payables objects of the type Query. Query objects retrieve subsets
of data spread across the database and are data pumps
How to Buy
> Inventory
> Warehouse Solution Developer (A la carte)
for various places within the application such as charts and
Microsoft Management Change the business rules and special calculations that business logic.
Dynamics NAV Manufacturing work behind the scenes. Business rules and special
> Basic Manufacturing calculations are defined in C/AL (the C/SIDE application
> Supply Planning
language). This module provides access to code that Application Objects 35 of 40
updates write-protected tables to the Merge and
3
> Capacity Planning
Upgrade Tools. You can also: Codeunits (100)
Project Management Ten Codeunits are included in the Starter Pack and ten
> Resources
> Change or create any object type. more are included in the Extended Pack. Additional groups
Packaging of Sales, Marketing, and > Use the menu options Translate/Export and of 100 are available in the Customization suite.
> Sales and Marketing Translate/Import in the Object Designer.
> Workflow (These options are not available with the Application Reports (100)
> E-services Builder module). Additional groups of 100 are available in the
> Document
Customization suite.
4
Management

Table Designer
Change existing table definitions and create ten new tables Tables (10)
(numbered from 50,000 to 50,009). You can change
Management (HRM) Ten tables are included with the Extended Pack. Additional
Capabilities properties on fields, such as the field name, decimal places, groups of ten are available in the Customization suite.
and maximum value, add new fields to existing tables, and
Languages create new tables to store data specific to your business.
Create keys for sorting information and change or create
Configuration and
new FlowFields and FlowFilters for “slicing and dicing”
5
Development
> Application Objects information in new ways. This module does not include
> Other access to C/AL from tables.
Learn More
XMLports (100) Reason Codes
100 XMLports are included with the Extended Pack. Define a set of reason codes that can be assigned to
Content Additional groups of 100 are available in the Customization

suite.
individual transactions throughout the system. This provides
additional user-defined audit trails that complement the
information already provided by system assigned audit
Queries (100) trails and posting descriptions. Define reason codes on
1 Additional groups of 100 are available in the Customization

suite.
journals as well as on sales and purchase headers. For
example, use reason codes to mark all ledger entries made
in connection with the closing of the fiscal year.
> General
Dynamics NAV > Fixed Assets Pages (100)
> Cash Management Subsidiary (Unlimited)
100 Pages are included with the Extended Pack. Additional For Perpetual Licenses the Software License Terms (SLT)
Supply Chain
groups of 100 are available in the Customization suite. permit qualified affiliates of the licensing company to
Management (SCM)
> Sales and Receivables grant systems access to employees of those affiliates,
2 Other
> Sales Tax
> Purchase and making subsidiary licensing redundant. Please refer to
Payables the SLT for full details.
How to Buy
> Inventory
> Warehouse
Extended Text
Microsoft Management Set up an unlimited number of lines to describe inventory Unlimited Companies
Dynamics NAV items, resources, and general ledger accounts. You can set Provide competitive pricing if your business needs
Manufacturing
> Basic Manufacturing up extended text so that an additional description is copied more than one company.
> Agile Manufacturing automatically onto sales or purchase documents when lines
are entered. The description can also be made date-
User IDs and Passwords
3
> Capacity Planning
sensitive to allow for special messages for a specific period
Project Management —for example, to communicate certain promotional Create user IDs and passwords to limit access to the
> Resources
offerings or certain warranty conditions. You can also information in Microsoft Dynamics NAV to selected
Packaging of individuals. Control access to the solution and give all
Sales, Marketing, and specify extended text for various languages.
Functionality Service Management designated users full permissions. These security features
> Service Management Intrastat are a function of the Microsoft Dynamics NAV database.
> Workflow
> E-services Automatically retrieve the necessary data to report Intrastat This feature can be used alone or in combination with the
> Document information to statistics authorities. Local customs authorities Permissions features.
4
Management
can inform you whether your company is obligated to file
Power BI Content Pack such a report. Simplified Setup
Product Human Resources You can use the assisted setup feature to guide you
Capabilities
Management (HRM) Job Queue through setup scenarios, simplifying and streamlining
Clients and Usability Automate service or schedule tasks. For example, you the set up of selected areas. For example, you can:
Languages
can automatically generate service contract renewals > Launch the application with as little user interaction
or service contract invoices. as possible.
Configuration and
You can set up the program to automatically check
5
Development > Use a predefined set of data to quickly set up main
> Application Objects whether there are any batches to be processed on a features.
> Other
specific date.
> Use the new Assisted Company Setup wizard to
enhance first-time experiences.
Learn More
Content5.
1
Learn more
Microsoft Dynamics
NAV
2
Dynamics NAV 2017
37 of 37
3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2017
4
NAV 2017
5
Learn More
Content
5. Learn More
1
Microsoft
On the iNECTA.com website you can learn about what
Dynamics NAV
Microsoft Dynamics NAV solutions can do for your
organization and how to get started.
www.inecta.com
2
How to Buy
Microsoft
Dynamics NAV
38 of 40
3
Packaging of
Functionality
4
Product
Capabilities
5
Learn More
About Microsoft Dynamics NAV
Microsoft Dynamics NAV 2017 is a quick to implement, simple-to-use business
solution from Microsoft with the power to support your business ambitions.
Streamline and connect your entire business:

> Deploy in the cloud or on your servers—the choice is yours.
> Help to increase productivity and to simplify your business by connecting key functions
within your organization.
> Manage your multilocation or multi-national growing business with global ERP features.
39 of 37
> With Microsoft Dynamics NAV and Office 365, share the big picture across your
organization by bringing your email, calendar, and files together with your data, reports,
and business management software.
Learn More:
Contact iNECTA, a Microsoft Gold Certified Partner, to find out how
Microsoft Dynamics NAV can help your business.
Toll Free: 1-800-632-0573

Worldwide: 1-305-254-1443
sales@inecta.com
www.inecta.com

DynamicsNAV2017 CapabilityGuide-V3 PDF

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

DynamicsNAV2017 CapabilityGuide-V3 PDF

Uploaded by

Copyright:

Available Formats

Product

1 Microsoft Dynamics NAV 4 Product Capabilities in Project Management

Microsoft Partners Boost

Microsoft Dynamics NAV is a multi-language,

ONE LOGIN PARTNERS BOOST SUCCESS FOR

Microsoft Partners Boost

Perpetual Licensing Service Provider’s Subscription Licensing

3 Figure 1: Perpetual Licensing Overview

3 Full User license STARTER PACK EXTENDED PACK

Product EXTENDED PACK FULL USER Distribution Warehousing

1 Pack offers core Financials, Distribution and Professional

For many businesses, this is the only license component 8 of 40

3 Figure 3: Starter Pack

5 license terms. See Licenses of Additional Software for

√√ Basic General √√ Basic Fixed Assets √√ Payment Handling √√ Responsibility Centers

CUSTOMER RELATIONSHIP MANAGEMENT CUSTOMER RELATIONSHIP MANAGEMENT EXT.

Extended Pack √√ Basic Resources √√ Multiple Costs √√ Jobs

> Customer Relationship

√√ Basic Receivables √√ Purchase Invoice Management √√ Order Promising

Functionality > Configuration and

Product Human Resources Allocations

1 (Extensible Business Reporting Language) format and

1 With Multiple Currencies, you can:

> Enter exchange rates and convert currency in full

2 These additional locations can then be selected by the

4 Sales Invoice Discounts

1 depending on the size of the invoice. The discount is

1 vendors. Set up alternative vendors for an item, specify

2 time. If required, you can still assign item specific

Languages Internal Picks and Put-Aways Agile Manufacturing

1 purchase the Basic Capacity Planning module before

Power BI Content Pack

Content You can take advantage of non-intrusive, intelligent in-

1 carry out advanced tasks, while the unobtrusive design

2 > Approval—leave a work task, item, or document in a

Leverage the Microsoft Dynamics NAV 2017 Power BI Web Client

Content access to C/AL (the C/SIDE application language) from

1 Dynamics NAV is created using this tool and can therefore

Power BI Content Pack

Content Additional groups of 100 are available in the Customization

1 Additional groups of 100 are available in the Customization

Streamline and connect your entire business:

Toll Free: 1-800-632-0573

You might also like

√√ Basic General √√ Basic Fixed Assets √√ Payment Handling √√ Responsibility Centers

√√ Basic Receivables √√ Purchase Invoice Management √√ Order Promising