DynamicsNAV2018 - Capability Guide - English PDF

Microsoft Dynamics NAV Starter Pack Extended Pack
Product
Content
1
Overview
and
Capability
Microsoft Dynamics
NAV
2
Guide
How to Buy Microsoft
Dynamics NAV 2018
1 of 37
3
Microsoft
Packaging of
Dynamics
Functionality in
Microsoft Dynamics
NAV 2018
4 NAV 2018
Product Capabilities
in Microsoft Dynamics
NAV 2018
5 December, 2017
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Content
1 Microsoft Dynamics NAV 4 Product Capabilities in Clients and Usability
Microsoft Dynamics NAV 2018

A Proven Solution for Your Business Languages

Partners Boost Success for Small and Midsize Financial Management
Businesses Configuration and Development
> General > Application Objects
> Cash Management > Other
2 How to Buy Microsoft Supply Chain Management (SCM)

> Sales and Receivables
Dynamics NAV 2018 > Sales Tax 5 Learn More
> Purchase and Payables
The Starter Pack > Inventory
The Extended Pack > Warehouse Management 2 of 38
Manufacturing
> Basic Manufacturing
3 Packaging of Functionality in > Agile Manufacturing
Microsoft Dynamics NAV 2018 > Supply Planning
> Capacity Planning
icrosoft Dynamics NAV 2018
M Project Management
Starter Pack functionality > Resources
Microsoft Dynamics NAV 2018
Extended Pack functionality Sales, Marketing, and Service Management
> Sales and Marketing
> Service Management
> Workflow
> E-services
> Document Management
> Reporting Use the arrow keys left and right to
Power BI Content Pack navigate this PDF document or the
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Content1.
1
Microsoft
Microsoft Dynamics
NAV
2
Dynamics
NAV 2018
Dynamics NAV 2018
3 of 37
3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2018
4
NAV 2018
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Microsoft Dynamics NAV
Learn More
Content
Microsoft Dynamics NAV
1
A Proven Solution for
Your Business
Partners Boost Success

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

2 multi-currency business management solution that
helps small and mid-size companies worldwide
manage their accounting and finances, supply chain,
How to Buy Microsoft and operations. Start with what you need now, and
Dynamics NAV 2018 easily adapt as your business needs change. In the
Microsoft cloud or on your servers—the choice is 4 of 37
3
yours.
Packaging of
Functionality in
Microsoft Dynamics
NAV 2018
ONE LOGIN PARTNERS BOOST SUCCESS FOR

4 TO YOUR DAY SMALL AND MIDSIZE BUSINESSES
Microsoft Dynamics NAV and Office 365 is the winning combina- Microsoft Dynamics NAV is sold, implemented, and support-
Product Capabilities tion for business. When your email, calendar, and files seamlessly ed by a global network of solution consultants called partners.
in Microsoft Dynamics come together with your data, reports and business processes These local partners will meet with you to discuss your require-
NAV 2018 you get an integrated experience that no other stand-alone ments and then create a price quote based upon your business
enterprise resource planning (ERP) solution can match. Share needs. Ultimately, the price of your solution depends on your
the big picture on your team collaboration site and conveniently specific functionality needs, the number and type of users who
drill into the details within Microsoft Dynamics NAV without the will be accessing the system, the needed implementation support,
5 need to change from one application to the other. A consistent

user experience across devices makes it easy for your people to
complete their everyday tasks whether they are in the office or
and how you choose to deploy the software—on-premises or in
the cloud, whichever model best fits your business.
on the go.
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Content
Your Complete Business in the Cloud.
1
A Proven Solution for
Your Business
Partners Boost Success

for Small and Midsize
Microsoft Dynamics NAV and Office 365
Businesses
Microsoft Dynamics
NAV
2
Dynamics NAV 2018
5 of 37
3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2018
4
See how easy it is to manage your finances, operations, and grow your
in Microsoft Dynamics sales. View the guided tours to see how Microsoft Dynamics NAV and
NAV 2018 Microsoft Office 365 can help you.
Click here
5
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Content2.
1
How to Buy
Microsoft Dynamics
NAV
2
Microsoft
Dynamics
Dynamics NAV 2018
6 of 37
3
NAV 2018
Packaging of
Functionality in
Microsoft Dynamics
NAV 2018
4
NAV 2018
5
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Content
2. How to Buy Microsoft Dynamics NAV 2018
1 Microsoft Dynamics NAV is available exclusively through Microsoft Dynamics Certified Partners. These Value Added
Resellers provide planning, implementation, customization, and support services aimed at optimizing the solution
for each customer’s specific needs. Regardless of how and where the software is deployed, customers have the
Microsoft Dynamics choice of purchasing their Microsoft Dynamics NAV licenses up front, or paying a monthly fee to a service provider.
NAV
Perpetual Licensing Service Provider’s Subscription Licensing
2
The Starter Pack
Perpetual Licensing for Microsoft Dynamics NAV is designed to Service provider ’s Subscription Licensing for Microsoft Dynamics
help small and midsize businesses get started with an affordable NAV is designed to help keep the upfront cost to a minimum
The Extended Pack
upfront starting price, rapid start tools and built in functionality. through a “per user per month” licensing fee. This helps small
With Microsoft Dynamics Perpetual Licensing, customers license and midsize businesses get started with a low initial cost while
the ERP Solution functionality, and access to that functionality is leveraging the built-in functionality and rapid start tools.
How to Buy Microsoft secured by licensing users. Both licensing models are designed to simplify the purchase
Dynamics NAV 2018 process. Customers have the choice of two concurrent-user types,
Limited User and Full User, and the option to give those users 7 of 37
access to advanced functionality through the “Extended Pack.”
3 Figure 1: Perpetual Licensing Overview Figure 2: Starter Pack and Extended Pack – Functionality
Packaging of STARTER PACK EXTENDED PACK
EXTENDED PACK FULL USER
Functionality in (OPTIONAL) (REQUIRED) (OPTIONAL)
Microsoft Dynamics
NAV 2018
3 Full Concurrent
CALs included
4
Full Read
Advanced functionality Full Write Financials & Distributions Advanced functionality
STARTER PACK LIMITED USER STARTER PACK

(REQUIRED) (REQUIRED)
NAV 2018
3 Full Concurrent 3 Full Concurrent
CALs included CALs included
Full Read
Financials & Distributions Financials & Distributions
5
Limited Write
CONFIGURATIONS
Configuration and Development (NAV/GP)
Application Objects (NAV)
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THE STARTER PACK THE EXTENDED PACK
1 Small and midsize businesses can quickly and affordably get
started with Microsoft Dynamics NAV 2018. The Starter Pack
offers core Financials, Distribution and Professional Services
Businesses that require more advanced functionality can license
the optional and additive Extended Pack. The Extended Pack
enables customers to integrate core financials and distribution
functionality, plus three Full User licenses for one price. management with broader functionality extensions such as:
The functionality included in the Starter Pack is designed to help >> anufacturing to support and control the manufacturing
M
Microsoft Dynamics
NAV customers: environment
>> Gain control and insight over their finances >> arehousing to manage the warehouse to support
W
>> Purchase and sell items and materials operations
2
The Starter Pack
>> Pay and manage employees
The Extended Pack
>> Manage the billables generated by consultants The first three Full Users included in the Start Pack get to access
to all of the incremental functionality.
>> ustomer Relationship Management (CRM) to manage
C
customer and supplier relationships and offer the highest
Figure 4: Extended Pack
How to Buy Microsoft quality of service and support.
Dynamics NAV 2018
STARTER PACK EXTENDED PACK
(REQUIRED) (OPTIONAL)
For many businesses, this is the only license component required. 8 of 37
3 Figure 3: Starter Pack 3 Full Concurrent

CALs included
Packaging of STARTER PACK EXTENDED PACK

(REQUIRED) Financials & Distributions
(OPTIONAL) Advanced functionality
Functionality in
Microsoft Dynamics STARTER PACK
NAV 2018 (REQUIRED)
3 Full Concurrent
CALs included
4
Financials & Distributions Advanced functionality
3 Full Concurrent
CALs included
STARTER PACK
(REQUIRED) Financials & Distributions
Notes:
in Microsoft Dynamics Additional software licenses may be required, such as Microsoft
Notes:
NAV 2018 Windows Server, Microsoft SQL Server, Microsoft
3 Full ConcurrentOffice 365 and
Microsoft SharePoint. These licenses are not included with the
CALs included >> The Starter Pack is a prerequisite to the Extended Pack
Starter Pack. Additional software must be licensed
Financials according to
& Distributions >> pon purchasing the Extended Pack the functionality is
U
extended to all current and coming users of the customer.
5
the applicable license terms.
See Licenses of Additional Software for more information.
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Content3.
1
Packaging of
Microsoft Dynamics
NAV
2
Functionality
in Microsoft
Dynamics NAV 2018
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3
Dynamics
Packaging of
NAV 2018
Functionality in
Microsoft Dynamics
NAV 2018
4
NAV 2018
5
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Content
3. Packaging of Functionality in
1 Microsoft Dynamics NAV 2018
Microsoft Dynamics
NAV
Microsoft Dynamics NAV comes with a wide set of functionalities Windows client for Microsoft Dynamics NAV, the Web client
2
that through Microsoft Dynamics NAV 2018 provide some great for Microsoft Dynamics NAV or the Microsoft Dynamics NAV
opportunities for deployment supporting business processes Portal framework for Microsoft SharePoint (also known as the
and enhancing business productivity within the organization. Microsoft Dynamics NAV SharePoint client) all through the same
A Microsoft Dynamics NAV customer can choose whether to User types.
deploy the Starter and Extended Pack through the Microsoft
Dynamics NAV 2018
The Starter Pack is for companies who need core financials and trade functionality: 10 of 37
3
Starter Pack
functionality Including; Basic Financials 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 in > Configuration and Business Insight and reporting functionality as an integral part of the product.
Microsoft Dynamics Development Additionally the Starter Pack comes with a wide range of tools to customize the
NAV 2018 > Supply Chain
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
functionality companies who are looking for an adaptive solution with a broad set of functionality:
> Financial
Product Capabilities Management Ext. including Warehousing, and Manufacturing. It comes with additional customization
in Microsoft Dynamics > Customer Relationship objects for doing more extensive customizations.
NAV 2018 Management Ext.
> Configuration and
Development Ext.
> Supply Chain
5
Management
> Manufacturing
Solutions
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Content
Microsoft Dynamics NAV 2018 Microsoft Dynamics NAV 2018
1 Starter Pack functionality Extended Pack functionality
(includes all the functionality in the starter pack)
Microsoft Dynamics FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT EXTENDED

NAV
√√ 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
√√ Multiple Currencies
√√ Basic XBRL √√ Bank Management
√√ Deferrals
√√ Change Log √√ Check Writing
How to Buy Microsoft √√ Cash Flow Forecast √√ Bank Reconciliation
Dynamics NAV 2018
CUSTOMER RELATIONSHIP MANAGEMENT CUSTOMER RELATIONSHIP MANAGEMENT EXT.

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3
Starter Pack
functionality
> Financial Management √√ Contact Management √√ Interaction/Document √√ Service Order Management
> Customer Relationship √√ Task Management Management √√ Service Price Management
Management √√ M
ail Logging for Microsoft
Packaging of > Project Management
√√ Outlook Client Integration
Exchange
√√ Service Item Management
Functionality in > Configuration and
√√ Contact Classification
√√ M
icrosoft Dynamics CRM
√√ Service Contract Management
Microsoft Dynamics Development √√ Campaign Management integration √√ Planning and Dispatching
NAV 2018 > Supply Chain √√ Opportunity Management

Management
> Human Resource
Management
4
> Languages PROJECT MANAGEMENT
> Other
Extended Pack √√ Basic Resources √√ Multiple Costs √√ Jobs

functionality √√ Capacity √√ Estimates √√ Time Sheet
> Financial Management √√ Tasks/Steps
Product Capabilities Management Ext.
in Microsoft Dynamics > Customer Relationship
> 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
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Content
Microsoft Dynamics NAV 2018 Microsoft Dynamics NAV 2018
1 Starter Pack functionality Extended Pack functionality
(includes all the functionality in the starter pack)
Microsoft Dynamics SUPPLY CHAIN MANAGEMENT SUPPLY CHAIN MANAGEMENT EXT

NAV
√√ 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
√√ Alternative Ship-To √√ Purchase Return √√ Warehouse Receipt
√√ Item Tracking
Addresses Order Management √√ Warehouse Shipment
√√ Item Charges
√√ Shipping Agents √√ Purchase Line √√ Standard Cost Worksheet
Discounting √√ Bin
How to Buy Microsoft √√ Sales Return Order √√ Pick √√ Warehouse Management Systems
Management √√ Purchase Line Pricing
Dynamics NAV 2018 √√ Drop Shipments √√ Analysis Reports √√ Internal Picks and Put Aways
√√ Sales Line
Discounting √√ Salespeople/ √√ Item Budgets √√ Automated Data Capture System
√√ Sales Line Pricing Purchasers √√ Workflows √√ Bin Setup 12 of 37
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
Management Management √√ Assembly
Packaging of > Project Management
Functionality in > Configuration and
Microsoft Dynamics Development
NAV 2018 > 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
functionality √√ Agile Manufacturing √√ Finite Loading
> Financial
Product Capabilities Management Ext. √√ Multiple Document Languages √√ Multiple Languages
√√ Basic Supply Planning
in Microsoft Dynamics > Customer Relationship
> Configuration and
Development Ext. OTHER
> Supply Chain
5
Management
> Manufacturing √√ Subsidiary (Each) √√ Job Queue
Solutions √√ Intrastate √√ Reason Codes
√√ Extended Text √√ Dynamics NAV Server
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Content4.
1
Product
Microsoft Dynamics
NAV
2
Capabilities
in Microsoft
Dynamics NAV 2018
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Dynamics
Packaging of
NAV 2018
Functionality in
Microsoft Dynamics
NAV 2018
4
NAV 2018
5
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Content
4. Product Capabilities in Microsoft Dynamics NAV 2018
1
Microsoft Dynamics
NAV Financial Management
> General
FINANCIAL MANAGEMENT
> Cash Management
Basic General Ledger
2 Supply Chain
Management (SCM)
General
This module includes all the basic functionality necessary for
setting up a company and posting to the general ledger, chart of
> Sales Tax accounts, general journals, VAT facilities, recurring journals, and
> Purchase and
source codes. Also includes:
Payables
How to Buy Microsoft > Inventory Accounts Schedules >> Facilities for internal and external reporting.
> Warehouse
Dynamics NAV 2018 Management
Powerful financial reporting tool that can help accountants and >> RapidStart Services for Microsoft Dynamics NAV
financial analysts to extract the most essential business data
Manufacturing from the chart of accounts, budgets, cash flow accounts and
>> Workflow for approval of sales and purchase documents. 14 of 37
3
> Basic Manufacturing cost types into financial reports, which can be used to efficiently >> Posting and reporting in your company’s base currency.
> Agile Manufacturing
> Supply Planning monitor the health of the business and provide valuable input for >> osting and reporting in an additional currency with the
P
> Capacity Planning the business decision makers. You get to choose the accounts addition of the Multiple Currencies module.
Packaging of you want to monitor and report on, change the order of the
Project Management >> E mployee ledger entries: post general journal line with
Functionality in accounts, and combine figures in various ways, set up which
> Resources “Employee” as account type or balancing account type
Microsoft Dynamics columns to print, change the description of the accounts and
will generate an employee ledger entry.
NAV 2018 ales, Marketing, and
S supply them with additional notes.
Service Management >> apability to export data from any form to Microsoft Word
C
> Sales and Marketing In addition, you can make simple calculations on the data you
or Microsoft Excel using style sheets.
> Service Management selected on the accounts schedules worksheet, and compare
4
> Workflow current figures with historical ones and with your budgets. >> Capability to link to external documents.
> E-services
> Document >> Two languages—U.S. English and one other.
Management
> Reporting Allocations >> Set up sales and purchase documents archiving.
Product Capabilities Allocate general ledger entries to combinations of accounts, >> Background posting.
Power BI Content Pack
in Microsoft Dynamics departments, and projects using allocation keys based on
NAV 2018 Embedded Power BI amount, percentage, or quantity. This feature is available through
Recurring General Journals.
Human Resources
Management (HRM)
5

Clients and Usability
Languages
Configuration and
Development
> Application Objects
Learn More > Other
Content
Basic XBRL Consolidation
1 Export documents from Microsoft Dynamics NAV in XBRL
(Extensible Business Reporting Language) format and import
Consolidate companies in Microsoft Dynamics NAV. The com-
panies can come from one or from several different Microsoft
XBRL taxonomies into Microsoft Dynamics NAV from the Inter- Dynamics NAV databases or other files, and you can import
net, email, or other systems. XBRL is an XML-based specification and export financial information in this module. If data used is
that uses accepted financial reporting standards based on retrieved from several Microsoft Dynamics NAV solutions, use
Microsoft Dynamics
standardized, underlying data tags. The module includes: this module only in the parent company.
> General >> apability to map your general ledger to XBRL taxonomies
C
> Cash Management so that the same XBRL document instance can be used for Deferrals
2 Supply Chain
various purposes, independent of the format required by
the receiver of the document. Set up deferral templates that automate the process of defer-
Management (SCM)
> Sales and Receivables ring revenues and expenses over a pre-defined schedule. This
> Sales Tax
>> S upport for the XBRL 2.1 Specification released by the XBRL enables companies to easily recognize revenues and expenses in
> Purchase and Consortium. periods other than the period in which the transaction is posted.
Payables
> Inventory
Dynamics NAV 2018
> Warehouse Budgets Intercompany Postings
Management
Work with budgets in general ledger accounts. After you have Manage accounting for more than one company in the same
Manufacturing created a budget, you can print a balance that shows variances 15 of 37
posting process. The companies can be in the same or in one
3
to the budget by percentage. Work with multiple budgets at one of several different Microsoft Dynamics NAV databases. You can
> Supply Planning time. For example, work with a 100 percent budget, a 110 percent also send documents to partner companies. Users control the
> Capacity Planning budget, and so on. Budgets are generally entered per period for document flow through an Inbox/Outbox feature, and transac-
Packaging of the relevant general ledger accounts. Budgets can be exported/ tions are completed as general journal transactions or through
Project Management
Functionality in > Resources
imported to/from Excel, allowing you to use all the calculation receivables and payables, which enables the use of currencies
Microsoft Dynamics capabilities of Excel while preparing your budgets. and correct reconciliation.
S
Service Management
> Sales and Marketing Change Log Responsibility Centers
4
> Workflow Log user changes made to Microsoft Dynamics NAV master data. Set up profit centers and/or cost centers. A company can sell
> E-services You can log all direct modifications a user makes to the data in items with specific prices and that are related to a responsibility
> Document
the database, except for changes to “working documents” such as center. You can tie a user to a responsibility center so that only
Management
> Reporting journals, sales orders, and purchase orders. The change log func- sales and purchase documents related to the particular user are
tionality makes it possible to get a chronological list of all changes displayed. Users get assistance with entering extra data, such as
Product Capabilities Power BI Content Pack
in Microsoft Dynamics to any field in any table (except those “working documents” just dimensions and location codes.
NAV 2018 Embedded Power BI
mentioned) and to identify by user ID who made the changes.
Human Resources
Management (HRM)
5

Languages
Configuration and
Development
Learn More > Other
Content
Cost Accounting Basic Fixed Assets
1 Cost Accounting provides an efficient way to control the
company’s costs by providing visibility and insight into
Keep track of fixed assets such as buildings, machinery, and
equipment. You can also post various fixed-asset transactions:
budgeted and actual costs of operations, departments, products, acquisitions, depreciation, write-downs, appreciation, and
and projects. Cost Accounting synchronizes cost information disposal. For each fixed asset, you set up depreciation books in
with the general ledger, and then allocates that information to which the methods and other conditions used for calculating
Microsoft Dynamics
different costs centers and cost objects. depreciation are defined. You can set up an unlimited number
> General This module includes enabling you to: of depreciation books to satisfy legal requirements, and for tax
> Cash Management and internal accounting purposes. This module is well suited for
>> Transfer costs from the general ledger.
international companies that need to use many depreciation
2 Supply Chain
Management (SCM)
> Sales Tax
>> E nter and post internal charges and allocations directly
in the Cost Accounting Cost journal.
methods.
>> Predefine recurring cost allocation rules on cost allocation Fixed Assets Allocations
> Purchase and
Payables >> cards and execute in a batch job.
> Inventory
Allocate different percentages of fixed asset transactions, such
How to Buy Microsoft >> Undo allocations. as acquisition cost and depreciation, to different departments
> Warehouse
Dynamics NAV 2018 Management or projects by using allocation keys. Useful for when several
>> reate cost budgets and transfer cost budget entries to
C
departments share a fixed asset.
Manufacturing actual entries. 16 of 37
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> Supply Planning Cash Flow Forecast Insurance
> Capacity Planning
Cash Flow Forecast provides a prediction of how a company’s Keep track of insurance coverage and annual insurance
Packaging of Project Management liquidity—cash and other treasure positions—will evolve over premiums for your fixed assets and easily determine whether
Functionality in > Resources time. It consists of two things—cash receipts and cash your assets are under-insured or over-insured. You can attach
Microsoft Dynamics each asset to one or more insurance policies and also index
ales, Marketing, and
S disbursements—the money you expect to receive and the cash
NAV 2018 insurance amounts.
Service Management you expect to pay out—plus the liquid funds you have available.
> Sales and Marketing These elements together show you a direct cash flow forecast.
Maintenance
4
> Workflow You can also create a basic cash flow forecasting set up, which
> E-services can be extended as required, and is quick to adjust. Use a wizard Record maintenance and service expenses for each fixed asset.
> Document to help you complete most of your tasks, and take advantage of
Management Get the detailed information you need to analyze and make
> Reporting automatic daily or weekly data updates. In addition, more data decisions about the renewal and disposal of fixed assets.
sources are supported in NAV 2018, including jobs and tax data.
Human Resources
Management (HRM)
5

Languages
Configuration and
Development
Learn More > Other
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 one fixed asset
Add two additional dimensions to the general ledger and to any
of the other ledgers in Microsoft Dynamics NAV for greater
into several fixed assets, or combine several fixed assets into flexibility when working with analytical tools. You can give the
one fixed asset. When you need to dispose of one part of a fixed two dimensions the names that are most appropriate for your
asset, you can split it into two assets and then dispose of the business and assign dimension codes to each transaction that
Microsoft Dynamics
appropriate one. involves a general ledger account, customer, vendor, fixed asset,
> General resource, job, or inventory item. In addition, you can define
> Cash Management default dimension values and rules for the default values for all
Advanced Dimensions account types (general ledger, customer, vendor, item, and so
2 Supply Chain
Management (SCM)
Advanced Dimensions provides unlimited dimensions for use
in transactions in all ledgers. You can name all the dimensions
on) to help you easily add dimensions to all transactions.
This module can be used in companies that, for example, have
> Sales Tax according to what is most appropriate for your business. In several projects, regions, or profit centers.
> Purchase and addition to an unlimited number of dimensions, this module
Payables You can also use it to:
> Inventory
includes advanced dimensions functionality that enables you
How to Buy Microsoft to set up rules for how to combine dimensions and dimension >> losely analyze projects in companies that work with
C
> Warehouse
Dynamics NAV 2018 Management values. This helps you control the use of dimensions and increas- projects across departments and functions.
es the reliability of output based on dimensions. >> enerate a statement of operations for a company car
G
Manufacturing 17 of 37
account, where the individual automobiles are set up as
3
> Basic Manufacturing You can also:
> Agile Manufacturing projects.
> Supply Planning >> S et up rules for prioritization of default values and define
> Capacity Planning dimension rules to fit your specific business. >> E stablish a single account for all company cars, even
though a detailed statement per car is called for.
Packaging of Project Management >> S et up and use analysis views to analyze general ledger
Functionality in transactions per dimension and combine dimensions as >> rint a balance for a given department or project or for
P
> Resources
Microsoft Dynamics you want. combinations of the two.
S
Service Management >> Include budget information in analysis views, which is an
> Sales and Marketing advanced way of analyzing data using dimensions. Unlimited Companies
4
> Workflow >> ombine analysis of dimensions with the use of account
C Provide competitive pricing if your business needs more than
> E-services schedules. one company.
> Document
Management
> Reporting
Human Resources
Management (HRM)
5

Languages
Configuration and
Development
Learn More > Other
Content
Multiple Currencies Bulk Invoicing from Microsoft Bookings
1 Manage multiple currencies throughout the system, including
payables and receivables, general ledger reports, resource and
For companies using the Bookings App in Office 365, it’s possible
to do bulk invoicing for bookings. The Uninvoiced Bookings page
inventory items, and bank accounts (when integrated with the in Microsoft Dynamics NAV provides a list of the company’s
Cash Management features). With Multiple Currencies, you can: completed bookings. In this page you can quickly select the
>> E nter exchange rates and convert currency in full bookings you want to invoice and create draft invoices for the
Microsoft Dynamics
compliance with euro legislation (including “triangulation”) services provided.
> General in the European Monetary Union (EMU) countries.
> Cash Management Triangulation is the required method of currency
2
conversion during the transitional period of the euro.
Supply Chain
Management (SCM) >> erform currency conversion according to exchange rates
P
Cash Management
> Sales Tax
that are stored and maintained in the exchange rate table.
> Purchase and >> S et up a currency in the exchange rate table and specify Bank Account Management
Payables
the format so that amounts will always be shown in the Create, operate and manage multiple bank accounts for catering
> Inventory
How to Buy Microsoft correct format on all forms and reports throughout the
> Warehouse to your diverse business needs and across different currencies.
Dynamics NAV 2018 Management system.

Manufacturing >> E nter exchange rates for a date or for a period in the
Electronic Payments and Direct Debits 18 of 37
3
> Basic Manufacturing exchange rate table.
> Agile Manufacturing Create payment proposals based on vendor documents and
> Supply Planning >> alculate the exchange rate associated with the date on
C
generate bank payment files in ISO20022/SEPA format or use
> Capacity Planning the transaction for each conversion of a currency amount
the Bank Data Conversion Service for generating the appropriate
Packaging of to a local amount.
Project Management electronic payment file for your bank. Easily keep track of the
Functionality in > Resources >> S ave historical exchange rates in the exchange rate table to payment export history for your electronic payments and
Microsoft Dynamics keep track of fluctuations over a period of time. recreate a payment file whenever needed. Apply payments
S
Service Management >> ransact business in any number of currencies for any
T comes with simple streamlined process to mark and process the
> Sales and Marketing customer and vendor. For example, companies can issue desired transactions.
> Service Management an invoice in one currency and accept payment for that
4
> Workflow Create direct debit collections to get the money directly from
> E-services invoice in a different currency. your customer’s bank account and generate a bank direct debit
> Document >> anage currency conversion dynamically and help ensure
M file in ISO20022/SEPA format.
Management
> Reporting efficient processing of exchange rate updates. In NAV 2018 you can insert hyperlinks to online payment services
Product Capabilities >> S tore details of transactions involving receivables and into your invoices, providing your customers with a more effi-
in Microsoft Dynamics payables in local and foreign currencies so that aging and cient way to pay an invoice online.
NAV 2018 Embedded Power BI reports for receivables and payables can be printed in local You can also install the PayPal integration extension. This creates
or foreign currency. links in invoices to PayPal Standards online payment. PayPal
Human Resources
Management (HRM) >> se the Exchange Rate Adjustment option to adjust
U offers a trustworthy global payment service with multiple ways of
5
receivables and payables and post unrealized gains/losses accepting payments, including credit card processing and PayPal
Clients and Usability to the general ledger. accounts.
Languages
Configuration and
Development
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Content
econciliation of Incoming and
R SUPPLY CHAIN MANAGEMENT (SCM)
1 Outgoing Bank Transactions
Import bank transaction data from electronic files sent from
Sales and Receivables
your bank in ISO20022/SEPA format—or use the Bank Data
Conversion Service for other file types. Apply the bank
Microsoft Dynamics
transactions automatically to open customer and vendor Alternative Ship -Tos
ledger entries and create your own mapping rules. Review the
NAV Financial Management Set up multiple ship-to addresses to accommodate customers
proposed applications and account mappings in an easy and in-
> General that in addition to a main business address have more than one
> Cash Management tuitive way. It is possible to modify the algo algorithm behind the
site to which order can be shipped. These additional locations
record matching is possible by modifying, removing or adding
2 Supply Chain can then be selected by the order processor when creating a
rules.
Management (SCM) sales order or invoice.
> Sales Tax
> Purchase and Bank Account Reconciliation Basic Receivables
Payables
Import bank statement data from electronic files sent from
How to Buy Microsoft > Inventory Set up and maintain the customer table. Post sales transactions
> Warehouse you bank in ISO20022/SEPA format—or use the Bank Data
Dynamics NAV 2018 in journals and manage receivables; register customers and
Management Conversion Service for other file types. Reconcile your bank

manage receivables using general journals. Together with
statement data automatically to open bank account ledger 19 of 37
Manufacturing Multiple Currencies, this module can post sales transactions and
entries and keep track of all bank statements.
3
> Basic Manufacturing manage receivables in multiple currencies for each customer.
> Agile Manufacturing You can also Reconcile your bank payments in the Payment Basic Receivables is integrated with Basic General Ledger and
> Supply Planning
> Capacity Planning
Reconciliation Journal, completing payments and reconciliation Inventory and is required for the configuration of all other Sales
in one place and in one step. Now you can match customer and Receivables module. Sales Invoicing is also frequently used
Packaging of Project Management payments, vendor payments, and bank transactions all in the with this module.
Functionality in > Resources Payment Reconciliation journal. You can also filter the statement
Microsoft Dynamics
information to view only the transactions that need attention,
S
Service Management hiding those that do not. Calendars
> Sales and Marketing Set up calendars with working and non-working days. Assign
You can see a summary of outstanding bank information and
a base calendar to customers, vendors, locations, companies,
4
> Workflow drill-down to see the detail in payment reconciliation. To verify
> E-services before posting the reconciliation, you can print the outstanding shipping agent services, and the service management setup—
> Document bank information on a test report. and make changes to each as necessary. Calendar entries will
Management be used in date calculations on sales orders, purchase orders,
> Reporting
transfer orders, production orders, service orders, and requisition
Product Capabilities Power BI Content Pack Check Writing and planning worksheets.
NAV 2018 Generate Computer printed checks with a unique number series
Embedded Power BI
for each bank account. You can specify on the payment journal
Human Resources line whether you want this payment to be made with a computer
Management (HRM) or a manual check. This assists internal control by ensuring
5

that the computer check is actually printed before posting
the payment. Check printing comes with flexible user options,
Languages such as voiding a check, reprinting, using check forms with
preprinted stubs, testing before printing, and also the possibility
Configuration and
Development to consolidate payments for a vendor into a single check.
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Content
Campaign Pricing Sales Line Discounting
1 Work with sales prices and sales line discounts connected
with specific campaigns. After you have activated the prices/
Manage flexible item price discount structures that differentiate
between special agreements with individual customers and
discounts, any customer or contact related to a company customer groups, and are conditioned by such parameters
currently in a segment associated with a given campaign can as minimum quantity, unit of measure, currency, item variant
access the price/discount associated with that campaign. Prices and time period. The best unit price, as based on the highest
Microsoft Dynamics
are valid for the life of the campaign or until you decide to discount, unit price is calculated for the sales line when the order
> General deactivate them. When you create a sales document or service details meet the conditions specified in the sales line discounts
> Cash Management order, the campaign price/discount is included among the table.
pricing reductions available when Microsoft Dynamics NAV
2 Supply Chain
Management (SCM)
> Sales Tax
chooses the price to retrieve on the line.
Sales Line Pricing
Manage flexible item price structures that differentiate between
> Purchase and Order Promising special agreements with individual customers and customer
Payables
Promise accurate order shipment and delivery dates to groups, and are conditioned by such parameters as minimum
> Inventory
How to Buy Microsoft customers based on an item’s current and future availability. quantity, unit of measure, currency, item variant and time period.
> Warehouse
Dynamics NAV 2018 Management When items are not available to meet a customer’s requested The best, that is, the lowest, unit price is brought to the sales line
delivery date, calculate the earliest shipment date as either when the order details meet the conditions specified in the sales
an available-to-promise date that is based on upcoming prices table. Make updates and changes to the price agreements
3
> Agile Manufacturing uncommitted supply or a capable-to-promise date—a date as recorded in the sales prices table by using the sales price
> Supply Planning when items can become available should they be replenished. worksheet.
> Capacity Planning
Packaging of
Functionality in
Project Management
> Resources
Sales Invoicing Sales Order Management
Microsoft Dynamics Set up, post, and print customer invoices and sales credit Manage sales quotes, blanket sales orders, and sales order
S
memos. This module is fully integrated with General Ledger processes. Setting up an invoice directly differs from setting up a
Service Management
> Sales and Marketing and Inventory. sales order in which the quantity available is adjusted as soon as
> Service Management an amount is entered on a sales order line. Quantity available is
4
> Workflow not affected by an invoice until the invoice is posted.
> E-services Sales Invoice Discounts
> Document Use the Sales Order Management module to:
Management Calculate invoice discounts automatically. Set up any number of
> Reporting invoice discount terms, including a certain minimum amount, >> Manage partial shipments.
Product Capabilities discount percentage, and/or a service charge. The discount is >> Ship and invoice separately.
in Microsoft Dynamics calculated on the individual item lines and becomes part of the >> Create prepayment invoices for the sales order.
NAV 2018 Embedded Power BI net sum of the invoice. Calculations can be done in both local
and foreign currencies. >> se quotes and blanket orders in the sales phase.
U
Human Resources (Quotes and blanket orders do not affect inventory figures.)
Management (HRM)
5

Languages
Configuration and
Development
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Content
Sales Return Order Management Basic Payables
1 This module enables you to create a sales return order, so you
can compensate a customer for wrong or damaged items. Items
Set up and maintain a vendor table, post purchase transactions
in journals, and manage payables. Includes the vendor table and
can be received against the sales return order. Create a partial enables you to generate vendor ledger entries using general
return receipt or combine return receipts on one credit memo. journals. Use this together with the Multiple Currencies module
Link sales return orders with replacement sales orders. to post purchase transactions and manage payables in multiple
Microsoft Dynamics
currencies for each vendor. This module is always used if your
solution requires a vendor table. It is integrated with General
> General
> Cash Management
Shipping Agents Ledger and Inventory and it is required for the configuration of
Set up multiple shipping agents (for example, UPS, DHL, external all other Purchase and Payables module. Purchase Invoicing is
2 Supply Chain
Management (SCM)
> Sales Tax
carriers, or your own carrier) and relate their services (express,
overnight, standard) with shipping time. Associate default
shipping agents and their services with individual customers
also frequently used with this module.
> Purchase and or specify those details on sales orders and transfer orders to Drop Shipments
Payables
improve accuracy of order promising. Handle order shipments directly from the vendor to the customer
> Inventory
How to Buy Microsoft without having to physically stock items in your inventory while
> Warehouse
Dynamics NAV 2018 Management still keeping track of order costs and profit. The drop shipment
process is facilitated through the automatic linking of sales and 21 of 37
Sales Tax
Manufacturing
purchase orders that control the built-in sequence of posting tasks.
3
> Supply Planning
> Capacity Planning Sales Tax Purchase Invoicing
Packaging of Project Management Calculate Sales Tax and set up individual tax areas for each Set up, post, and print purchase invoices and purchase credit
Functionality in > Resources customer and vendor. Also enables you to calculate the use tax memos. This module is integrated with General Ledger and
Microsoft Dynamics on the tax. Sales tax can also be calculated from the general Inventory.
S
Service Management journal lines. Please check your local pricelist for availability
Purchase Line Discounting
4
> Workflow Manage multiple item purchase price discounts that you have
> E-services
> Document Purchase and Payables negotiated with individual vendors as based on such parameters
as minimum quantity, unit of measure, currency, item variant and
Management
> Reporting time period. The best, as based on the highest discount, unit cost
Alternative Order Addresses is calculated for the purchase line when the order details meet
in Microsoft Dynamics the conditions specified in the purchase line discounts table.
Set up multiple addresses to manage orders from vendors that
NAV 2018 Embedded Power BI in addition to a main business address have more than one site
Human Resources from which they ship orders. These additional locations can then
Management (HRM) be selected by the purchasing agent when creating a purchase
5
order or invoice.
Languages
Configuration and
Development
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Content
Purchase Invoice Discounts Requisition Management
1 Calculate invoice discounts automatically. The discount can differ
from vendor to vendor with different minimum amounts (also in
Automate the supply planning process by using the Requisition
Worksheet. Generate optimal suggestions for replenishing
different currencies) and different rates, depending on the size of inventory through purchases and transfers based on the item’s
the invoice. The discount is calculated on the individual item lines current and future demand and availability, as well as a variety of
and becomes part of the net sum of the invoice. planning parameters, such as minimum and maximum quantities
Microsoft Dynamics
and reorder quantities. Display a graphical overview of the
planning impact and allow the user to change the plan using a
> General
> Cash Management
Purchase Line Pricing drag-and-drop operation, prior to executing the plan.
Manage multiple item purchase prices that you have negotiated
2 Supply Chain
Alternatively, use Order Planning—a simplified supply planning
with individual vendors as based on such parameters as tool that enables you to plan supply for all types of demand in an
Management (SCM)
> Sales and Receivables minimum quantity, unit of measure, currency, item variant and order-by-order fashion, with no considerations for optimization.
> Sales Tax time period. The best, that is the lowest, unit cost is brought to
> Purchase and the purchase line when the order details meet the conditions
Payables
specified in the purchase prices table.
> Inventory
Dynamics NAV 2018
> Warehouse
Management
Inventory
Purchase Order Management
Manage purchase quotes, blanket orders, and purchase order Analysis Reports
3
> Agile Manufacturing processes. Creating a purchase order differs from creating a
Provide company decision-makers, especially those with
> Supply Planning purchase invoice directly. The quantity available is adjusted as
> Capacity Planning overall responsibility for sales, purchases, and product
soon as an amount is entered on a purchase order line, but it is
portfolio management, with an efficient and flexible way to
Packaging of Project Management not affected by a purchase invoice until the invoice is posted.
get meaningful information out of the system to inform day-
Functionality in > Resources Use this module to:
Microsoft Dynamics to-day decisions. Built on item entries, this module provides
S >> Manage partial receipts. a customizable, analytic view that enables people to add and
Service Management combine analysis objects—customers, items, and vendors—
> Sales and Marketing >> eceive and invoice separately and create prepayment
R
according to their needs.
> Service Management invoices for the purchase order.
4
> Workflow You can:
> E-services >> se quotes and blanket orders in the purchase phase.
U
> Document (Quotes and blanket orders do not affect inventory figures.) >> resent figures in both amounts and quantities and
P
Management compare by periods as well as against budget. When the
> Reporting figures are put in a formula, they can become an indicator
Product Capabilities Purchase Return Order Management of the company’s performance.
in Microsoft Dynamics Create a purchase return order in order to compensate your own >> Drill down to locate the cause of problems.
NAV 2018 Embedded Power BI company for wrong or damaged items. Items can then be picked
from the purchase return order. You can set up partial return >> iew sales dynamics; analyze inventory turnover; evaluate
V
Human Resources customers’ buying behavior; spot trends; reconsider
Management (HRM) shipments or combine return shipments in one credit memo and
product offerings, prices, and vendors; and make informed
5
link purchase return orders with replacement purchase orders.
Clients and Usability business decisions.
Languages
Configuration and
Development
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Content
Alternative Vendors Item Budgets
1 Manage purchase of the same item from several different
vendors. Set up alternative vendors for an item, specify typical
Make sales and purchase budgets on the customer, vendor,
and item levels, and in both amounts and quantities. Prepare
lead times used by a specific vendor to deliver that item, and and record a sales budget that can serve as input to decision-
associate price and discount agreements for that item with each makers in other operational areas, such as purchasing and
vendor. logistics. Decision-makers gain information about future
Microsoft Dynamics
expected demand that they can use for business discussions with
the customers. After budgets are made, track the actual sales
> General
> Cash Management
Basic Inventory performance by means of calculating the variance. The ability to
Set up items that you carry in your stock and specify their unit of move budgeted figures between the system and Excel provides
2 Supply Chain
Management (SCM)
> Sales Tax
measures, costing method, inventory posting group, unit cost
and price and other properties. Post item transactions, such as
sales, purchase, and negative and positive adjustments from item
additional flexibility to the budgeting process.
> Purchase and journals. Quantity and cost records of the posted transactions Item Charges
Payables
are stored in the inventory ledger that is the basis for inventory Manage item charges. Include the value of additional cost
> Inventory
How to Buy Microsoft valuation and other costing calculations. components such as freight or insurance into the unit cost or unit
> Warehouse
Dynamics NAV 2018 Management price of an item.
Integrated with General Ledger and with the posting processes

Manufacturing in Sales and Receivables and Purchase and Payables, this module 23 of 37
Item Cross References
3
> Basic Manufacturing is required for the configuration of all other Inventory modules.
> Supply Planning Quickly and precisely identify the items a customer is ordering on
> Capacity Planning Bin the basis of item numbers other than your own. Cross-reference
Packaging of Project Management Organize your warehouse by assigning items to bins, the smallest information from customers, vendors, and manufacturers, as
Functionality in > Resources unit in the warehouse logical structure. Bin assignment is done as well as generic numbers, universal product codes (UPCs), and
Microsoft Dynamics according to the item journals or directly on the document lines European article numbers (EANs) that can be stored and easily
S
(does not apply to order lines). accessed.
Service Management
Item Substitutions
4 Cycle Counting
> Workflow
> E-services
Manage cycle counting, a basic method of verifying inventory Link items with the same or similar characteristics so that if
> Document
Management record data used to maintain and increase inventory accuracy. a customer orders an item that is unavailable, you can offer
> Reporting
Set up cycle counting on the item or SKU level. substitute items and avoid losing the sale. Or, provide an extra
Product Capabilities service to your customer by offering lower-cost alternatives.
Human Resources
Management (HRM)
5

Languages
Configuration and
Development
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Item Tracking Assembly Management
1 Manage and track serial and lot numbers. Assign serial or
lot numbers manually or automatically, and receive and ship
Specify a list of sellable items, raw materials, subassemblies and/
or resources as an Assembly Bill of Materials that comprises a
multiple quantities with serial/lot numbers from a single order finished item or a kit. Use assembly orders to replenish assembly
line entry. items, to stock or capture the customer’s special requirements
to the kit’s bill of materials directly from the sales quote, blanket,
Microsoft Dynamics
and order line in the assembly-to-order processes.
NAV Financial Management Item Categories
> General
> Cash Management Use item categories to group items into a hierarchical structure
and you can define your own custom categories, assigning Location Transfers
2 Supply Chain
Management (SCM)
> Sales Tax
attributes to each category.
When you add items to a category, the items inherit the
Track inventory as it is moved from one location to another
and account for the value of inventory in transit and at various
locations.
attributes of the category, ensuring a common set of attributes
> Purchase and
Payables on items in the same category, and saving you time. If required,
How to Buy Microsoft > Inventory
> Warehouse
you can still assign item specific attributes to particular items. Multiple Locations
Dynamics NAV 2018 Management Manage inventory in multiple locations that may represent a
Item Attributes production plant, distribution centers, warehouses, show rooms,
24 of 37
Manufacturing
Use item attributes to add custom data, such as color, country of retail outlets and service cars.
3
> Agile Manufacturing manufacture, size, or product dimensions, to applicable items,
> Supply Planning
> Capacity Planning
supplementing built-in global item fields. Nonstock Items
You can define your own type of attribute options, including list, Offer items to customers that are not part of your regular
Packaging of Project Management
Functionality in text, integer, and decimal, along with unit of measure for the two inventory but that you can order from the vendor or
> Resources
Microsoft Dynamics latter numeric types. Attribute names and option list entries can manufacturer on a one-off basis. Such items are registered as
S also be translated to support multiple language requirements. nonstock items but otherwise are treated like any other item.
Service Management You can also block attributes or attribute option values from
being used in the future, for example, if they are no longer
Pick
4
> Workflow applicable.
> E-services
When you add items to sales and purchase documents, or just Enable warehouse workers to create a pick from the released
> Document
Management organize your items, you can view and filter on the attribute order. Pick is managed from a separate user interface when
> Reporting values to limit the list of items to choose from or take action on. shipping items in an order-by-order environment.
Image Analyzer Put Away
The Image Analyzer extension uses powerful image analytics Enable warehouse workers to create a put away from the
Human Resources provided by the Computer Vision API for Microsoft Cognitive released order. Put Away is managed from a separate
Management (HRM)
Services to detect attributes in images you add to items and user interface when receiving items in an order-by-order
5

Clients and Usability contact persons. environment.
Languages
Configuration and
Development
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Content
Standard Cost Worksheet Bin Setup
1 Efficiently review and update standard costs with this worksheet.
The Standard Cost Worksheet provides a company’s controllers
Easily set up and maintain your bins by defining both the layout
of your warehouse and dimensions of your racks, columns,
with a reliable and efficient way to maintain accurate and up- and shelves; set up and maintain your planning parameters by
to-date inventory costs. Work with standard cost updates the defining the limitations and characteristics of each bin.
same way you work with an Excel spreadsheet but within the
Microsoft Dynamics
framework of Microsoft Dynamics NAV. Because it provides
an overview of the current standard costs, the worksheet is Internal Picks and Put-Aways
> General
> Cash Management a convenient place to prepare for a cost update without the Create pick and put-away orders for internal purposes, without
changes having an immediate effect in the system. using a source document (such as a purchase order or a
2 Supply Chain
Management (SCM)
> Sales Tax
Stock-Keeping Units
sales order). For example, pick items for testing or put away
production output.
> Purchase and Manage stock-keeping units (SKUs). Identical items with the same
Payables
item number can be stored in different locations and managed Warehouse Management Systems
> Inventory
How to Buy Microsoft individually at each location. Add cost prices, replenishment, Manage items on a bin level. Receive and put away items in a
> Warehouse
Dynamics NAV 2018 Management manufacturing information, and so on, based on the location. bin; pick items from a bin according to a put-away template;
and pick items based on the zone and bin ranking. Move items
between bins using a report for optimizing the space usage
Warehouse Receipt
3
> Agile Manufacturing and the picking process, or move items manually. Warehouse
> Supply Planning Enable warehouse workers to create a put-away from the receipt. instruction documents are created for the pick and put-away
> Capacity Planning Warehouse Receipt is managed from a separate user interface process, which can be carried out for sales, purchases, transfers,
Packaging of Project Management when receiving items in a multi-order environment. returns, and production orders. Service orders are not included.
Microsoft Dynamics
S Warehouse Shipment
Service Management
Enable warehouse workers to create a pick from the shipment.
> Service Management Warehouse Shipment is managed from a separate user interface
MANUFACTURING
4
> Workflow when shipping items in a multi-order environment.
> E-services
> Document Basic Manufacturing
Management
> Reporting
Product Capabilities Power BI Content Pack Warehouse Management Production Bill of Materials
in Microsoft Dynamics Create bills of materials and calculate standard costs. Required
NAV 2018 Embedded Power BI for the configuration of all other Manufacturing modules.
Automated Data Capture System (ADCS)
Human Resources
Management (HRM) Capture data automatically. Keep data accurate, even in a
5
hectic environment. ADCS supports some of the workflows in
Clients and Usability the Warehouse Management Systems module that enables
warehouse automation.
Languages
Configuration and
Development
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Content
Production Orders Supply Planning
1 Create and manage production orders, and post consumption
and output to the production orders. After you have created a Basic Supply Planning
production order, you can calculate net requirements based on
Plan material requirements based on demand with support
that production order. The Production Orders module includes
for master production scheduling and materials requirements
a manual supply planning tool as an alternative to automatic
Microsoft Dynamics planning. Basic Supply Planning includes:
planning. The Order Planning window provides the visibility and
>> Automatic production orders and purchase orders.
> General tools you need to manually plan for demand from sales lines and
> Cash Management then to create different types of supply orders directly. >> ction messages for fast and easy balancing of supply and
A
2
demand.
Supply Chain
Management (SCM) >> S upport for bucket-less and bucketed material
> Sales and Receivables requirements planning.
> Sales Tax
> Purchase and
Agile Manufacturing >> he Setup for items with their own reordering policy,
T
Payables including registration of whether they are manufactured by
> Warehouse Agile Manufacturing or purchased from a third party.
Dynamics NAV 2018 Management This module enables you to run the Agile Manufacturing, Supply

Manufacturing
Planning, and Capacity Planning modules. Demand Forecasting 26 of 37
3
> Agile Manufacturing Manage demand forecasting based on items. Input demand
> Supply Planning (sales) forecasts for products and components in a more
> Capacity Planning
Version Management convenient way (daily, monthly, quarterly). This data allows the
Packaging of system to plan and create production and purchase orders
Project Management Create and manage different versions of the manufacturing
Functionality in > Resources taking into consideration the demand forecast together with
bill of materials and routings. You must purchase the Basic the level of available inventory and parameters of requirement
Microsoft Dynamics
S Capacity Planning module before you can set up multiple planning.
Service Management versions of routings.
Sales and Inventory Forecasting
4
> Workflow
> E-services You can use the Sales and Inventory Forecast extension to get
> Document
Management
deep insights about potential sales and a clear overview of
> Reporting expected stock-outs.
The built-in Cortana Intelligence leverages historical data and
in Microsoft Dynamics helps you manage your stock and respond to your customers.
NAV 2018 Embedded Power BI Based on the forecast, the Sales and Inventory extension helps
create replenishment requests for vendors and saves you time.
Human Resources
Management (HRM)
5

Languages
Configuration and
Development
Learn More > Other
Content
Capacity Planning Capacity Management
1 Basic Capacity Planning
Plan capacity and sales, and manage usage statistics and
profitability of resources. Create your plan in a calendar system
with the required level of detail and for the period of time that
Add capacities (work centers) to the manufacturing process. Set
you need. Also monitor resource usage and get a complete
up routings and use these routings on production orders and in
overview of your capacity for each resource with information
Microsoft Dynamics material requirements planning. View loads and the task list for
about availability and planned costs on orders and quotes.
NAV Financial Management the capacities.
> General
> Cash Management
Multiple Costs
Finite Loading
2 Supply Chain
Management (SCM)
> Sales Tax
Manage finite loading of capacity-constraint resources. Taking
capacity constraints into account so that no more work is assigned
Manage alternative costs for resources and resource groups. The
costs can be fixed or based on an additional percentage or an
additional fixed charge. Define as many work types as you need.
> Purchase and to a work center than the capacities can be expected to execute
Payables during a given time period. This is a simple tool without any
> Warehouse
optimization. Used with the Order Promising module, Finite Jobs
Dynamics NAV 2018 Loading also enables the system to calculate capable-to-promise Keep track of usage on jobs and data for invoicing the customer.
Management
(CTP). Manage both fixed-price jobs and time-and-materials jobs. You
can also:
3
> Agile Manufacturing Machine Centers >> reate a plan for a job with multiple tasks and task
C
> Supply Planning
Add machine centers as capacities to the manufacturing process. groupings. Each task can have a budget and can be done
> Capacity Planning
Machine centers are designed to help you manage capacity of a for whatever period of time you need.
Packaging of Project Management single machine/producing resource. With machine centers, you >> opy a budget from one job to another and set up a
C
Microsoft Dynamics can plan/manage capacity on several levels: on a more detailed job-specific price list for charging of items, resources, and
S level for machine centers and on a consolidated level for work general ledger account expenses to the job’s customer.
Service Management centers. Machine centers allow users to store more default >> iew suggested Work in Progress and Recognition postings
V
information about manufacturing processes, such as setup time for a job.
4
> Workflow or default scrap percentage.
> E-services >> lan and invoice the job in a currency other than the local
P
> Document currency using Jobs together with Multiple Currencies.
Management
> Reporting
>> ssign a specific job to a specific customer and invoice the
A
PROJECT MANAGEMENT job completely or partially using Jobs together with Sales
Invoicing.
NAV 2018 Embedded Power BI >> se the new Jobs setup wizard to set up jobs, enter time
U
Resources sheets, and Job Journals more easily, and use the updated
Human Resources Project Manager role center to quickly access common
Management (HRM)
tasks, new charts, and a new My Jobs list.
5 Basic Resources

Clients and Usability >> n the Job Card, you can see tasks, use the new Project
O
Keep track of resources and prices. Register and sell resources, Manager field, and get better visibility into the costs and
Languages
combine related resources into one resource group, or track billings for your jobs.
Configuration and individual resources. Divide resources into labor and equipment
Development and allocate resources to a specific job in a time schedule. >> new Job Quote report enables you to quickly email a
A
> Application Objects customer the price for a project.
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Content
Time Sheet Contact Management
1 Time Sheet is a simple and flexible solution for time registration
with manager approval. Time Sheet provides integration to the
Maintain an overview of your contacts, and personalize your
approach to them. Record your contact information for all
Service, Jobs, and Basic Resources modules. business relationships. This module is tightly integrated with the
Sales and Receivables application area. You can also:
Microsoft Dynamics >> Specify the individual people related to each contact.
NAV Financial Management >> an automatic alert if you enter contact information that
Get
> General
> Cash Management
SALES, MARKETING, AND SERVICE already exists with the duplicate check function.
MANAGEMENT >> et a precise view of prospects and customers by
G
2 Supply Chain
Management (SCM)
> Sales Tax Sales and Marketing >>
categorizing your contacts based on profiling questions.
Issue quotes to prospects or create sales documents for
specific contacts if you have Sales Order Management.
> Purchase and
Payables >> se Contact Synchronization to integrate your contacts
U
How to Buy Microsoft > Inventory Campaign Management from Microsoft Dynamics NAV 2018 with your People Hub
> Warehouse
Dynamics NAV 2018 Management Organize campaigns based on segments of your contacts that in Office 365 or Microsoft Outlook.
you define. Define segments based on specific criteria, such >> eep your contacts synchronized between Microsoft
K
Manufacturing as sales, contact profiles, and interactions, and reuse existing 28 of 37
Dynamics NAV 2018 and Office 365 or Microsoft Outlook,
3
segments or segmentation criteria. Use the Merge feature in and automatically run a background synchronization at
> Supply Planning Word (or send other file formats) to communicate with the scheduled times.
> Capacity Planning contacts in your segment. To send a document to people of
different nationalities in their native language, use Campaign >> se filters to synchronize only the Microsoft Dynamics
U
Packaging of Project Management NAV 2018 contacts that you want to see in Office 365 or
Management with Interaction/Document Management.
Microsoft Outlook.
Microsoft Dynamics
S
Service Management
> Sales and Marketing Relationship Management Interaction /Document Management
> Service Management Record all the interactions that you have with your contacts—
4
> Workflow You can work more effectively with Relationship Management
> E-services from your phone, taking advantage of enhancements to the for example, telephone calls, meetings, or letters. Attach
> Document Sales and Relationship Management Role Center. A simplified documents to interactions (Word, Excel, or .txt files). You can
Management
CRM includes contact management, interactions, and sales also automatically record other interactions—for example, all
> Reporting
opportunities. You can also use improved interactions logging Microsoft Dynamics NAV documents that you send to your
Product Capabilities Power BI Content Pack contacts, such as sales orders or quotes, can be logged and
from your phone, logging email messages using Office 365.
in Microsoft Dynamics retrieved at a later time. By using TAPI (Telephony Application
NAV 2018 Embedded Power BI Programming Interface) compliant telecom devices, you can call
Human Resources
Contact Classification a contact by clicking a button on the electronic contact card.
Management (HRM) Sort your contacts into categories, and automatically classify
5

your customers based on criteria you specify. For example, you
can see the program group contacts in terms of revenue. Use
Languages this information to target contacts for your campaigns. Divide
your customers into ABC segments and even use this module for
Configuration and
Development rating (assign the weights of two questions to identify the value
> Application Objects of a third question).
Learn More > Other
Content
Mail Logging for Microsoft Exchange Server Task Management
1 Log all email correspondence. Log inbound and outbound email
messages sent through Microsoft Dynamics NAV or Microsoft
Organize the tasks related to your sales and marketing activities.
Create to-do lists for yourself and assign tasks to other users or
Outlook®, and set up the program to log automatically or teams of users. Automatically create recurring to-do items and
manually in Microsoft Dynamics NAV. The solution is server-based activities consisting of several to-do items.
and requires Microsoft Exchange Server (please refer to the
Microsoft Dynamics
Microsoft Dynamics NAV software requirements) in order for you
to keep email messages in their natural environment to ease Integration with Dynamics 365 for Sales
> General
> Cash Management administration. Integrate Dynamics NAV with Dynamics 365 for Sales in a few
easy steps using assisted setup. The assisted setup helps you
2 Supply Chain
Management (SCM)
> Sales Tax
Opportunity Management
Keep track of sales opportunities. Section your sales processes
synchronize your data across the two, including sales orders,
item availability, units of measure, and currencies.
> Purchase and into different stages, and use this information to get an overview
Payables
of and manage your sales opportunities.
> Inventory
Dynamics NAV 2018
> Warehouse Service Management
Management
Outlook Client Integration
Manufacturing Planning and Dispatching 29 of 37
Synchronize your to-do items and your contacts in Microsoft
3
> Agile Manufacturing Dynamics NAV with meetings, tasks, and contacts in Outlook. Assign personnel to work orders and log details such as work
> Supply Planning Create, update, cancel, and delete in one program and, at a order handling and work order status. For dispatching, manage
> Capacity Planning specific time, synchronize from within Outlook. You can also service personnel and field technician information, and filter
Packaging of Project Management customize synchronization by adding fields or adding new according to availability, skills, and stock items. Gain an overview
Functionality in > Resources entities to be synchronized. of service task prioritization, service loads, and task escalations.
Microsoft Dynamics
S
Service Management Notifications Service Contract Management
> Service Management You can take advantage of non-intrusive, intelligent in- Set up an agreement with the customer concerning the service
4
> Workflow application notifications, which guide you through relevant level to be delivered. With this module, you can:
> E-services
processes according to the context you are working in.
> Document >> aintain information on contract history, contract renewal,
M
Management The new type of notifications help even untrained users carry out and contract templates.
> Reporting
advanced tasks, while the unobtrusive design does not prevent
Product Capabilities >> Manage warranty details on service items and spare parts.
Power BI Content Pack you from carrying on with your work.
in Microsoft Dynamics >> ecord details on service levels, response times, and discount
R
You can also use Microsoft Word templates to create the layout
NAV 2018 Embedded Power BI levels, as well as on the service history of each contract,
for email notifications, ensuring all messages look consistent and
including used service items and parts and labor hours.
Human Resources coherent.
Management (HRM) >> Measure contract profitability.
5

Clients and Usability >> Generate contract quotes.
It is recommended that you also use the Service Order
Languages
Management and Service Item Management modules.
Configuration and
Development
Learn More > Other
Content
Service Item Management Workflow
1 Record and keep track of all your service items, including contract
information, component management, and BOM reference and General
warranty information. Use the Trendscape Analysis feature to
Model real-life business processes such as best practices or
view key performance indicators on the service item in a given
industry-specific standards. For example, ensure a customer’s
time frame.
Microsoft Dynamics credit limit has been independently verified or require a two-
NAV Financial Management person approval for a significant vendor payment. Workflows
> General
> Cash Management
Service Order Management in Microsoft Dynamics NAV focus on three main building blocks
and workflow processes, short or long, are likely to be comprised
Register your after-sales issues including service requests,
2 Supply Chain of steps related to these three blocks, which are:

services due, service orders, and repair requests. Service
Management (SCM)
> Sales and Receivables requests can be initiated by the customer or created >> pproval—leave a work task, item, or document in a
A
> Sales Tax automatically according to the terms in your service agreement. blocked or unapproved state until approved by a suitable
> Purchase and Data can be entered in the service orders by a call center person in your organization.
Payables
employee or by your repair shop. You can also use this module >> otification—tell users that something has happened and/
N
> Inventory
How to Buy Microsoft to register impromptu or one-off service orders.
> Warehouse or that they need to take some kind of action.
Register and manage equipment loaned to customers. Get a >> rocess automation—execute a process routine and have
P

Manufacturing complete history of your service orders and service order quotes the Microsoft Dynamics NAV system calculate something or 30 of 37
3
> Basic Manufacturing through the Service Order Log. perform an action.
> Supply Planning Along with approval, notification, and process automation,
> Capacity Planning Service Price Management workflows in events react to real parameters in your business.
Packaging of Workflows can be triggered by credit limits, geographies, totals,
Project Management Set up, maintain, and monitor your service prices. Set up price
Functionality in > Resources individual owners, or any one of hundreds of other potential
groups based on different criteria—such as the service item
Microsoft Dynamics conditions.
ales, Marketing, and
S
(or several item groups), the service task involved, or the type
NAV 2018
Service Management of fault—for a limited period of time, or for a specific customer
or currency. Define price calculation structures that include all Sales & Marketing
parameters involved in providing service—for example, the
4
> Workflow Out of the box, Dynamics NAV 2018 supports sales document
> E-services parts used, the different work types, and the service charges.
and customer approval workflows that enable users to submit
> Document The system automatically assigns the correct price structure to
Management sales documents and customer verification, for approval according
the service orders that match the service price group criteria. You
> Reporting to a predefined hierarchy of approval managers. The approvals
can also assign fixed prices, minimum prices, or maximum prices
Product Capabilities can be done with accounting manager or another similar significant
Power BI Content Pack to service price groups and view statistics about the profitability
in Microsoft Dynamics role in your company. In this way, you can have workflows that
of each service price group.
NAV 2018 Embedded Power BI need approval when sales discounts exceed a limit and need
approval by sales managers, or you can have notifications sent
Human Resources to account managers when new customers are created in a
Management (HRM)
particular geography.
5

Languages
Configuration and
Development
Learn More > Other
Content
Furthermore, a new Document Sending Profile concept
Purchase and Integration
1
aggregates all tasks around sending documents, be it by email
Microsoft Dynamics NAV 2018 integration with Optical Character message, print, or file and enables you to set up preferred
Recognition (OCR) services and purchase workflows go send behavior defaults for a customer or vendor, or a group of
hand-in-hand. External invoices can be received, processed, customers/vendors.
and generate payment lines with workflows. At any stage a user
Received electronic documents are integrated into the document
can change the conditions for automatically processing and have
Microsoft Dynamics management features, that is, they are stored in Incoming
documents sent for approval before processing if they exceed
NAV Financial Management Documents, along with PDF or scanned paper invoices, from
> General limits or some other condition.
which the user can create Purchase Invoices and Purchase Credit
> Cash Management
Memos, or General Journal Lines, and add text-to-account rules
2 Workflow groups and features

Supply Chain to automatically default account rules based on the vendor or
Management (SCM) line data. Errors and warnings in connection with the conversion
> Sales and Receivables >> Sales & Purchase Documents
are available for the incoming document, and links to the
> Sales Tax >> Sales & Marketing
> Purchase and document enables navigation from any created document,
Payables >> Finance posted document, or ledger entry in Microsoft Dynamics NAV.
> Inventory
How to Buy Microsoft >> Integration workflows Using a free Tradeshift account, documents can be sent to
> Warehouse
Dynamics NAV 2018 Management and received from other parties on the Tradeshift network,
>> Administration
and delivery status as well as activity logging is available inside
Manufacturing >> Job queue support for process automation 31 of 37
Microsoft Dynamics NAV for the document exchange service
3
> Agile Manufacturing >> Email and Microsoft Dynamics NAV Notes for notifications interaction.
> Supply Planning
>> Workflow designer Workflow can be added to automatically process any
> Capacity Planning
incoming electronic document, for example, from creating the
Packaging of Project Management corresponding draft purchase document in Microsoft Dynamics
Functionality in > Resources NAV to posting it and creating payment lines depending on
Microsoft Dynamics
S E-services workflow conditions, such as per vendor and/or amount.
Service Management
> Service Management Electronic Invoicing Currency exchange rates
4
> Workflow
> E-services Send and receive electronic invoices and credit memos as either Update currency exchange rates using third-party web services
> Document files or using a document exchange service. Out-of-the-box, that deliver exchange rates as XML files or streams. Updates can
Management the PEPPOL format and the free Tradeshift document exchange be performed manually or automatically using the job queue
> Reporting functionality. Yahoo and European Central Bank (ECB) currency
service are supported, but the architecture allows for adding
Product Capabilities Power BI Content Pack additional formats or document exchange service software feeds are supported out of the box, and other currency services
in Microsoft Dynamics (requires partner customization). can be added mapping the data in the feed into the currency
NAV 2018 Embedded Power BI exchange rates setup, a task that can be done in the end user
In addition, a number of standards used in electronic document
client without developer permissions.
Human Resources exchange are now supported, including a Global Location
Management (HRM)
Number (GLN) ID for customers and vendors, Global Trade Item
5

Clients and Usability Number (GTIN) for items, and international codes on units of
measures, currencies, tax codes, tax schemes, and countries.
Languages
Configuration and
Development
Learn More > Other
Content
Document Management Incoming document workflow
1 Incoming documents
Add workflows to automatically process any incoming electronic
document, e.g.,
Scanned incoming paper as well as electronic documents can be >> Send and receive documents to/from OCR automatically,
stored in Microsoft Dynamics NAV in Incoming Documents. From >> Create draft purchase document in Dynamics NAV
Microsoft Dynamics here, they can be further processed into documents in Microsoft
>> Post draft document
NAV Financial Management Dynamics NAV. Links to the incoming document allow navigation
> General from any created document, posted document, or financial >> Create payment lines for posted documents
> Cash Management
transaction ledger entry in Microsoft Dynamics NAV. Workflow conditions can be defined by the user to control flow
2 Supply Chain
Management (SCM)
> Sales Tax
From these locations, the linked original document(s) is
accessible for viewing. It is also possible to find ledger entries
that do not have an attached incoming document, and attach an
based on, e.g., vendor or amount.
> Purchase and incoming document entry manually.

Payables
> Inventory Paper documents can be scanned and added manually to the Reporting
> Warehouse incoming documents, or captured using a phone or tablet with

the Microsoft Dynamics NAV app or, for example, Office Lens. Document Reporting
Manufacturing A user can use Microsoft Word as a layout and editing option for
32 of 37
3
> Agile Manufacturing Optical Character Recognition (OCR) any document report. A single report can be different layouts,
> Supply Planning The OCR integration enables you to extract unstructured PDFs, either RDLC, Word or both.
> Capacity Planning
lines of an invoice, scanned invoices or credit memos into End users can modify their own document reports and control
Packaging of Project Management structured data, allowing further automatic processing similar to which layout is the active one for a given report.
Functionality in > Resources electronic documents. Add text-to-account rules to automatically
Microsoft Dynamics default account rules based on the vendor.
S Preconfigured Excel Reports
Service Management Out-of-the-box, the Kofax1) Invoice Capture Service (ICS) for
> Sales and Marketing The Business Manager and Accountant Role Centers have a
Microsoft Dynamics NAV is supported, but the architecture
> Service Management new option in the ribbon for Excel Templates. From the Excel
4
> Workflow allows for use of a different OCR service or external software
Templates list, users can choose a preconfigured report that is
> E-services (requires partner customization). With the Kofax Invoice Capture
> Document ready to print from Excel.
Service integration, header, lines and total information can be
Management
extracted. Documents can also be forwarded directly to the
> Reporting
OCR service using email messages. Take advantage of vendor Report Scheduling
Power BI Content Pack synchronization. Vendor information including number, name,
in Microsoft Dynamics Users can schedule any report to run at a given point in time –
address, VAT registration, phone, and bank account data is
NAV 2018 Embedded Power BI either as reoccurring or one time – and be bundled into an Inbox
transferred to Kofax ICS when synchronizing. To use Kofax Invoice
on the Role Center
Human Resources Capture Service for Microsoft Dynamics NAV, an account must
Management (HRM) be created at Lexmark Invoice Capture Service and a free SKU
5
will be available.
Incoming documents can be sent to and received from OCR
Languages manually, as well as automatically using a job queue.
Configuration and 1) formerly known as Lexmark
Development
Learn More > Other
Content
Reporting Data Setup EMBEDDED POWER BI
1 We have introduced a new feature called Reporting Data Setup,
which enables users to easily create insightful reporting data sets
You can use embedded Power BI to easily create insightful charts
and reports using Power BI, and make them available within your
without requiring them to have in-depth SQL knowledge: Microsoft Dynamics NAV role center.
>> Existing list pages may be used as a data source.
Leverage the Microsoft Dynamics NAV 2018 Power BI Content
Microsoft Dynamics >> Existing queries may be used as a data source. Pack to get started, and utilize existing Power BI security to
NAV Financial Management manage reports. Embedded Power BI reporting is easily visible
> General
>> Enables users to choose the fields from the data. source they
> Cash Management want in the data set. from within the most highly-used lists in Dynamics NAV.
2 Supply Chain
>> Enables users to place filters on the data that. appears in the
Management (SCM) data set.
>> SQL knowledge is not required to create data sets.
> Sales Tax
> Purchase and HUMAN RESOURCES
Payables
> Inventory Jet Reports Express for Dynamics NAV MANAGEMENT (HRM)
> Warehouse
Dynamics NAV 2018 Management This Microsoft Excel add-in with Microsoft Dynamics NAV - gives
Basic Human Resources
Manufacturing
users a simple way to create basic reports and business queries 33 of 37
inside Excel. It comes with specific core features like the Table Efficiently manage your company’s human resources. Group and
3
> Agile Manufacturing Builder, GL reporting and more. It also includes a set of key track relevant employee information and organize employee
> Supply Planning reports for Excel users. Please go to Customer Source to learn data according to different types of information, such as
> Capacity Planning experience, skills, education, training, and union membership.
more.
Packaging of Project Management Store personal information, track job openings in your
Other reporting components will have been described within its organization, and extract a list of candidates for these positions.
Microsoft Dynamics designated feature areas. Keep track of benefits and company items such as keys, credit
S
cards, computers, and cars. Easily record all types of absences
Service Management
> Sales and Marketing in units of measure that you define, and attach alternative
> Service Management addresses and relatives’ names to employees.
4 POWER BI CONTENT PACK

> Workflow
> E-services
> Document Connect to your Microsoft Dynamics NAV instance and
Management
PowerBI.com and immediately get access to a business
> Reporting
performance dashboard with insights into your business.
in Microsoft Dynamics The new PowerBI.com Content Pack for Microsoft Dynamics
NAV 2018 Embedded Power BI NAV is designed specifically for SMB owners, managers, and
executives and provides details about customers, sales, and
Human Resources finance. The dashboard and reports are built on top of a fully
Management (HRM)
featured model, allowing you to explore and analyze your data
5

Clients and Usability as you need. Automatic refresh will ensure you’re always seeing
the latest data.
Languages
You can read more about Microsoft Dyn amics NAV Power BI &
Configuration and Reporting capabilities here.
Development
Learn More > Other
Content
CLIENTS AND USABILITY SharePoint Client
1 Microsoft Dynamics NAV can be deployed on-premise or in the

cloud and customers can access their solution through role-
The Microsoft Dynamics NAV SharePoint client enables you to
interact with Microsoft Dynamics NAV data from a Microsoft
SharePoint website—SharePoint Online or SharePoint On-premise.
based interfaces on their desktop, in a browser, or with a native
mobile app on a tablet or mobile device. Users can combine Microsoft Dynamics NAV functionality with that
of Microsoft SharePoint to create collaborative workspaces and
Microsoft Dynamics With Microsoft Dynamics NAV you can do more on the go, in the share data and insight with more people within the company.
NAV Financial Management office, or at home with different client opportunities.
> General
> Cash Management
Windows Client
2 Supply Chain
Management (SCM)
> Sales Tax
Microsoft Dynamics NAV Windows client, where the starting
point is the Role Center. The Role Center can be customized to
LANGUAGES
users individual needs based on their role, company, and daily
> Purchase and
tasks and is also present in any of the other client types below
Multiple Document Languages
Payables
> Inventory
Set up alternative descriptions of your inventory items and
How to Buy Microsoft print reports in multiple languages (for example, you can make
> Warehouse
Dynamics NAV 2018 Management Web Client invoices in the receiver’s language). Descriptions can be linked
to individual customers, which is especially useful for sales to
Manufacturing
The Web client gives users access to Dynamics NAV from a web 34 of 37
browser. Users can view and modify data from a user-friendly foreign countries.
3
> Agile Manufacturing interface that resembles the Microsoft Dynamics NAV Windows It can, however, be useful to customize the item descriptions
> Supply Planning client. As in the Windows Client your starting page is the Role
> Capacity Planning even for domestic customers. The alternative item descriptions
Center. Using the Web client there is no need to install Dynamics are automatically selected. To use the multiple language features,
Packaging of Project Management NAV components on your device. It’s also easy to personalize the texts for the alternative languages must be inserted in the
Functionality in > Resources your workspace directly in the browser and changes are relevant application objects.
Microsoft Dynamics immediately saved and only seen by you, even if you sign into
S
Service Management the browser or app from another device.
> Sales and Marketing Multiple Languages
Switch languages on the client in real time, provided that the
4
> Workflow Tablet Client
> E-services language is available in the program. The language module can
> Document Microsoft Dynamics NAV Tablet client is targeted at users in small be used to run multilanguage functionality.
Management and medium sized businesses that want to access data from a
> Reporting IMPORTANT: Users can use this language module only if the
tablet. Some of the advantages of offering tablet solutions are
personal license file contains the objects for the specific language.
portability and flexibility, when the users is away from the desk,
in Microsoft Dynamics on the train etc. Each language modulecovers the functionality for only one
NAV 2018 Embedded Power BI specific language. For example, the Danish language module
contains all Danish strings for Danish functionality. It does not
Human Resources Mobile Client
contain Danish strings for French or other language functionality
Management (HRM)
Microsoft Dynamics NAV Mobile client is Microsoft Dynamics
5

Clients and Usability NAV for iOS, Android, and Windows. Access all your data by
connecting to your Microsoft Dynamics NAV 2018 server from
Languages your smartphone with the familiar, role-tailored experience and
Configuration and functionality on your mobile device.
Development
Learn More > Other
Content
CONFIGURATION AND This module enables you to take advantage of the functionality
1
included for developers in the Navigation Pane Designer
DEVELOPMENT (for example, creating new menu items).
Application Builder (A la carte) Solution Developer (A la carte)

Change the business rules and special calculations that work Change the business rules and special calculations that work
Microsoft Dynamics behind the scenes. Business rules and special calculations are
NAV Financial Management behind the scenes. Business rules and special calculations are
defined in C/AL (the C/SIDE application language). Although defined in C/AL (the C/SIDE application language). This module
> General
> Cash Management this granule includes access to C/AL, it does not permit access provides access to code that updates write-protected tables to
to existing C/AL code that updates write-protected tables
2
the Merge and Upgrade Tools. You can also:
Supply Chain (for example, postings). With Application Builder, you can
Management (SCM)
create entirely new areas of functionality for your application, >> Change or create any object type.
> Sales Tax enabling you to tailor Microsoft Dynamics NAV to fit your entire >> se the menu options Translate/Export and Translate/
U
> Purchase and organization. It also enables you to create 100 codeunit objects Import in the Object Designer.
Payables (numbered from 50,000 to 50,099). You can also take advantage
> Inventory (These options are not available with the Application Builder
How to Buy Microsoft of the functionality included for developers in the Navigation
> Warehouse module).
Dynamics NAV 2018 Management Pane Designer (for example, creating new menu items).

Manufacturing Table Designer 35 of 37
Page Designer
3
> Agile Manufacturing Change existing table definitions and create ten new tables
> Supply Planning Change existing pages (windows displayed on the screen for (numbered from 50,000 to 50,009). You can change properties
> Capacity Planning data entry and inquiry), and it enables you to create 100 page on fields, such as the field name, decimal places, and maximum
Packaging of objects (included and numbered from 50,000 to 50,099). The value, add new fields to existing tables, and create new tables to
Project Management
Functionality in > Resources Page Designer also enables you to use the Navigation Pane store data specific to your business. Create keys for sorting
Microsoft Dynamics Designer. This means, for example, that you can create new information and change or create new FlowFields and FlowFilters
S menu items. This module does not include access to C/AL
Service Management for “slicing and dicing” information in new ways. This module
from pages. does not include access to C/AL from tables.
4 Report Designer
> Workflow
> E-services XMLports (100)
> Document Change existing reports and create 100 new report objects
Management
(numbered from 50,000 to 50,099). Thismodule provides access Create new or change existing XMLport objects. XMLport
> Reporting Designer provides access to C/AL (the C/SIDE application
to C/AL (the C/SIDE application language) from reports used
Product Capabilities Power BI Content Pack for defining special calculations and business rules. Create language) from XMLports used for defining special calculations
in Microsoft Dynamics and business rules. Every XMLport object in Microsoft Dynamics
new reports from scratch or copy an existing report to use as a
NAV 2018 Embedded Power BI NAV is created using this tool and can therefore be customized
starting point. Every report in Microsoft Dynamics NAV is created
using this tool and can therefore be easily customized. You easily. This module enables you to create 100 new XMLport
Human Resources
Management (HRM) will need the Microsoft Visual Studio Report Designer 2010 to objects (numbered from 50,000 to 50,099) and to take
5
design the layout of a report in the development environment. advantage of the functionality included for developers in the
Clients and Usability Navigation Pane Designer (for example, creating new menu
Microsoft Visual Studio Report Designer comes with Microsoft
Visual Studio 2010 SP1 Professional, Premium, or Ultimate. items).
Languages
Configuration and
Development
Learn More > Other
Content
Query Designer Other
1 The Query Designer provides the ability to modify existing
queries in the application, as well as create up to 100 new Simplified Setup
queries. The Query Designer is the main tool for creating objects
From the Setup and Extensions button in the navigation pane in
of the type Query. Query objects retrieve subsets of data spread
the Business Manager and Accountant Role Centers. You can use
across the database and are data pumps for various places
Microsoft Dynamics the assisted setup feature to guide you through setup scenarios,
within the application such as charts and business logic.
NAV Financial Management simplifying and streamlining the set up of selected areas. For
> General example, you can:
> Cash Management
>> L aunch the application with as little user interaction as
2 Supply Chain
Management (SCM)
> Sales Tax
Application Objects
>>
possible.
se a predefined set of data to quickly set up main
U
features.
> Purchase and Codeunits (100)
Payables >> se the new Assisted Company Setup wizard to enhance
U
> Inventory Ten Codeunits are included in the Starter Pack and ten more first-time experiences.
> Warehouse are included in the Extended Pack. Additional groups of 100 are
Dynamics NAV 2018 Management available in the Customization suite.

Manufacturing
Extended Text 36 of 37
3 Reports (100)
> Basic Manufacturing Set up an unlimited number of lines to describe inventory items,
resources, and general ledger accounts. You can set up extended
> Supply Planning Additional groups of 100 are available in the Customization suite.
> Capacity Planning text so that an additional description is copied automatically
onto sales or purchase documents when lines are entered. The
Packaging of Project Management
Functionality in > Resources Tables (10) description can also be made date-sensitive to allow for special
Microsoft Dynamics messages for a specific period—for example, to communicate
Ten tables are included with the Extended Pack. Additional certain promotional offerings or certain warranty conditions.
S
Service Management groups of ten are available in the Customization suite. You can also specify extended text for various languages.
XMLports (100)
4 Intrastat
> Workflow
> E-services
> Document 100 XMLports are included with the Extended Pack. Additional Automatically retrieve the necessary data to report Intrastat
Management groups of 100 are available in the Customization suite. information to statistics authorities. Local customs authorities can
> Reporting
inform you whether your company is obligated to file such a report.
Power BI Content Pack Queries (100)
NAV 2018 Embedded Power BI Additional groups of 100 are available in the Customization suite. Job Queue
Human Resources Automate service or schedule tasks. For example, you can
Management (HRM) Pages (100) automatically generate service contract renewals or service
5
contract invoices.
Clients and Usability 100 Pages are included with the Extended Pack. Additional
groups of 100 are available in the Customization suite. You can set up the program to automatically check whether
Languages there are any batches to be processed on a specific date.
Configuration and
Development
Learn More > Other
Content
Reason Codes
1 Define a set of reason codes that can be assigned to individual
transactions throughout the system. This provides additional
user-defined audit trails that complement the information already
provided by system assigned audit trails and posting descriptions.
Define reason codes on journals as well as on sales and purchase
Microsoft Dynamics
headers. For example, use reason codes to mark all ledger entries
> General made in connection with the closing of the fiscal year.
> Cash Management
2 Supply Chain
Management (SCM)
> Sales Tax
Subsidiary (Unlimited)
For Perpetual Licenses the Software License Terms (SLT) permit
qualified affiliates of the licensing company to grant systems
> Purchase and access to employees of those affiliates, making subsidiary
Payables
licensing redundant. Please refer to the SLT for full details.
> Inventory
> Warehouse
Unlimited Companies
Provide competitive pricing if your business needs more than
3
> Agile Manufacturing one company.
> Supply Planning
> Capacity Planning
Packaging of
User IDs and Passwords
Project Management
Functionality in > Resources Create user IDs and passwords to limit access to the information in
Microsoft Dynamics Microsoft Dynamics NAV to selected individuals. Control access
S to the solution and give all designated users full permissions.
Service Management
> Sales and Marketing These security features are a function of the Microsoft Dynamics
> Service Management NAV database.
4
> Workflow
> E-services This feature can be used alone or in combination with the
> Document Permissions features.
Management
> Reporting
Product Capabilities User Tasks
in Microsoft Dynamics You can create tasks to remind you of work to be done. It’s
NAV 2018 Embedded Power BI possible for the user to create these for yourself, or assign tasks
to colleagues.
Human Resources
Management (HRM)
5

Languages
Configuration and
Development
Learn More > Other
Content5.
1
Learn more
Microsoft Dynamics
NAV
2
Dynamics NAV 2018
38 of 37
3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2018
4
NAV 2018
5
Learn More
Content
5. Learn More
1
Microsoft Dynamics
NAV
On the Microsoft Dynamics website you can learn about what Microsoft
2
Dynamics solutions can do for your organization and how to get started:
Read more? Click here >
Software License Terms Get specific product software license terms.

Dynamics NAV 2018 License terms? Click here >
39 of 37
3
CustomerSource—Microsoft Dynamics CustomerSource is a password-pro-
tected site for customers who use Microsoft Dynamics products. Included as a
benefit of your service plan, CustomerSource allows you to search a powerful
Knowledge Base for Microsoft Dynamics, view online training for Microsoft
Packaging of Dynamics, download updates, and find other timely information and resources
Functionality in virtually 24-hours a day. (Sign-in required.)
Microsoft Dynamics
NAV 2018 24 hours CustomerSource. Click here >
4
PartnerSource—Partners can get Microsoft Dynamics-specific information,
order forms, and more:
Information on PartnerSource. Click here >
NAV 2018
5
Learn More
Content
1 About Microsoft Dynamics NAV
Dynamics NAV 2018 is a quick to implement, simple-to-use business solution from Microsoft with the
power to support your business ambitions.
Microsoft Dynamics
NAV Streamline and connect your entire business:
>> Deploy on-premises or in the cloud, whichever model best fits your business.
2 >> elp to increase productivity and to simplify your business by connecting key functions within your
H
organization.
>> Manage your multilocation or multi-national growing business with global ERP features.
>> ith Dynamics NAV and Office 365, share the big picture across your organization by bringing your
W
How to Buy Microsoft email, calendar, and files together with your data, reports, and business management software.
Dynamics NAV 2018
40 of 37
3
Packaging of
Functionality in
Microsoft Dynamics
NAV 2018
4
Learn More
Contact a Microsoft partner to find out how Dynamics NAV can help your business.
Product Capabilities Or to find out more about Dynamics NAV, Click here >
NAV 2018
United States and Canada toll free (1) (888) 477-7989

Worldwide (1) (701) 281-6500
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DynamicsNAV2018 - Capability Guide - English PDF

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Microsoft Dynamics NAV Starter Pack Extended Pack

1 Microsoft Dynamics NAV 4 Product Capabilities in Clients and Usability

Microsoft Dynamics NAV 2018

2 How to Buy Microsoft Supply Chain Management (SCM)

Partners Boost Success

Microsoft Dynamics NAV is multi-language,

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5 need to change from one application to the other. A consistent

Partners Boost Success

Perpetual Licensing Service Provider’s Subscription Licensing

STARTER PACK LIMITED USER STARTER PACK

3 Figure 3: Starter Pack 3 Full Concurrent

Packaging of STARTER PACK EXTENDED PACK

Microsoft Dynamics FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT EXTENDED

CUSTOMER RELATIONSHIP MANAGEMENT CUSTOMER RELATIONSHIP MANAGEMENT EXT.

Microsoft Dynamics Development √√ Campaign Management integration √√ Planning and Dispatching

NAV 2018 > Supply Chain √√ Opportunity Management

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

Microsoft Dynamics SUPPLY CHAIN MANAGEMENT SUPPLY CHAIN MANAGEMENT EXT

2 Supply Chain of steps related to these three blocks, which are:

2 Workflow groups and features

> Purchase and incoming document entry manually.

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1 Microsoft Dynamics NAV can be deployed on-premise or in the

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1 Microsoft Dynamics NAV 4 Product Capabilities in Clients and Usability

2 How to Buy Microsoft Supply Chain Management (SCM)

NAV 2018 > Supply Chain √√ Opportunity Management

> Purchase and incoming document entry manually.