Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) software solution for mid-sized organizations that is fast to implement, easy to configure, and simple to use. Right from the start, simplicity has guided, and continues to guide, innovations in product design, development, implementation, and usability.
This post details new features and functionality that are available in Microsoft Dynamics NAV 2018 and have been added to the product since Microsoft Dynamics NAV 2017.
Setup & Extensions
The Setup and Extensions button provides a single place for settings. This new set of options has been added for the Business Manager and Accountant Role Centers. From the list of actions, you can open setup pages, either assisted or manual, and you can open setup pages for service connections and extensions. Third-party extension providers can add their actions to the list.
The new User Tasks allow you to create tasks to remind you of work to be done. You can create tasks for yourself and assign tasks to others or be assigned a task by someone else in your organization.
Employee Ledger Entries
In general journal lines, there is a new account type and new balancing account type, Employee. Posting a general journal line with Employee as account type or balancing account type will generate an employee ledger entry. When posting a general journal line for an employee, the Document type field must be either blank or set to Payment.
The Image Analyzer extension uses powerful image analytics provided by the Computer Vision API for Microsoft Cognitive Services to detect attributes in the images that you add to items and contact persons, so you can easily review and assign them.
Power BI reporting
Dynamics NAV provides Business Intelligence in the place and time you need it. With the new Power BI reporting control, you can gain awareness to your Power BI reports by making them visible from within the most highly-used lists in Dynamics NAV. Not only are you able to view Power BI reports you select, but you can also interact and filter the reports by selecting records from the associated list page.
Updated integration with Dynamics 365 for Sales
Connect to your Dynamics 365 for Sales solution in a few easy steps. The assisted setup helps you synchronize your data across the two apps, including sales orders, item availability, units of measure, and currencies. The existing integration with the app formerly known as Dynamics CRM has been rebranded and simplified to work better out of the box.
Preconfigured Excel reports
The Business Manager and Accountant Role Centers have a new option in the ribbon for Excel Templates. From the Excel Templates list, users can choose a preconfigured report that is ready to print from Excel.
Bulk posting of orders, invoices and credit memos
Are your sales going so well that you can’t process the avalanche of invoices fast enough? Is this luxury problem becoming a drain on resources? No worries, now you can process batches of orders, invoices, or credit memos in one go by choosing the documents, and then choosing Post selected.
Application user docs
The docs are available as part of Help Server, but they are also available online at the new Docs.microsoft.com site. The main entry page is here: