Microsoft Dynamics NAV Power BI & BI in Dynamics NAV Jonathan Davies and Christian Baek Microsoft Coporation

Session objectives Key takeaways Session objectives Show you how to get more business insight from data in your Microsoft Dynamics NAV application Show you what’s new in Microsoft Dynamics NAV 2016 Talk about our Power BI experiences and the new Power BI opportunity Provide you with tips and tricks on Microsoft Dynamics NAV and business insight Microsoft Dynamics NAV has a great business insight story Power BI has interesting feature sets and a strong business insight proposition

Business insight and reporting for Microsoft Dynamics NAV

BI for Dynamics NAV User needs to answer specific business questions User needs to answer specific business questions User needs to do data calculations User needs to do data calculations User needs insight for confident decision making User needs insight for confident decision making User needs insight on the go User needs insight on the go User needs nicely formatted grouped data User needs nicely formatted grouped data User needs to perform repetitive business processes User needs to perform repetitive business processes User need access to simple easy identifiable business drivers User need access to simple easy identifiable business drivers User needs an overview of many data points User needs an overview of many data points

Use when A user wants a nicely formatted data set for performing repetitive business processes or basic retrospective analysis. Great for repetitive structured analysis, especially good for lists and for those who need very powerful formatting Features interactive capabilities, on the fly sorting, hyperlinking/drilldowns Report builder 3.0 is in the product download Reports

End users can use familiar Microsoft Word to customize document reports that gets stored as templates in Dynamics NAV Template reports through the Office store or Jet Reports Express for Word Jet Reports Express for Word is a Click once installer to make it easier for end users to modify document reports in Microsoft Word Document reports Use when A user wants to modify and control which layout for a given report in a solution is the active one

Power BI for Office 365, an evolving self-service business intelligence (BI) solution delivered through Excel, Office 365 and now PowerBi.com (new) New Dynamics NAV content pack for PowerBI.com allows you to connect PowerBI.com to NAV 2013R2, 2015 and 2016 BI for the People. We are all data scientists now. If you have permission to access the data, PowerBI can help you make sense of it and share your insights Power BI Use when You want a dashboard of actionable insights into your business data that you can explore interactively, modify and share with colleagues and customers

Benefits

Power BI for Office 365, an evolving self-service business intelligence (BI) solution delivered through Excel, Office 365 and now PowerBi.com (new) New Dynamics NAV content pack for PowerBI.com allows you to connect PowerBI.com to NAV 2013R2, 2015 and 2016 BI for the People. We are all data scientists now. If you have permission to access the data, PowerBI can help you make sense of it and share your insights Power BI Use when You want a dashboard of actionable insights into your business data that you can explore interactively, modify and share with colleagues and customers

Advanced charts and cues help users perform self service BI inside Dynamics NAV Sophisticated color coding and live data helps the user prioritize actions and become more productive End users get visual insight of the status of the data based on conditions for favorable and unfavorable thresholds Charts & KPIs Use when A user wants to know how the company is doing or status of a business process/business driver

Leverage Excel to do self-service BI and reporting through familiar features and components The main changes between Excel 2016 and 2013 are associated with the Business Intelligence (BI) features – Charts, Forecasts, Power BI Jet Reports Express for Microsoft Dynamics NAV is a simple self-service – adhoc in Excel – reporting tool Microsoft Excel Use when A user wants to answer specific business questions/problems and model data by themselves

Pull your data together in tables, maps, and a variety of charts in an interactive view Leverage Excel to do self-service BI and reporting through familiar features and components available on top of PowerPivot Take advantage of Queries in Microsoft Dynamics NAV 2013 and Microsoft Dynamics NAV 2015 Power View, Power Map & PowerPivot & Power Query Use when A user wants to i ncrease the analyis, visualization and reporting capabilities in Excel

Do more on the go, in the office or at home with the Dynamics NAV Universal App for iOS, Android and Windows Access all your data by connecting to your Dynamics NAV 2016 server from your smartphone or tablet with the familiar, role tailored experience In Dynamics NAV 2016, the Web client has been enhanced with over 60 features including cross-column search, freeze pane, hide and show columns and more Tablet client & Phone client Use when Get an overview of your business or daily tasks from the Role Center on your phone or tablet

Microsoft Dynamics NAV webparts in Microsoft SharePoint One development environment for all Microsoft Dynamics NAV development and customization Extend the reach and power of Microsoft Dynamics NAV to existing or new types of Users - Share the business insight and structured data Microsoft SharePoint Use when A non typical NAV user needs business insight to be combined with SharePoint capabilities

BI for Dynamics NAV

Resources Enhanced Cues Word Reporting Power BI Report Builder PowerPivot Queries Odata Jet Reports Express for Microsoft Dynamics NAV Power View and Power Map Business Insight in SharePoint Online Microsoft Excel Office Apps Phone client V2016.pdf Extra

Conclusion Extend the reach and business insight of customers’ business solutions through taking advantage of the integration capabilities between Microsoft Dynamics NAV and Office IT’S ALL MICROSOF T DYNAMICS NAV Microsoft Dynamics NAV 2016 has a great business insight story! Power BI and Queries in Dynamics NAV offers new opportunities You can access Dynamics NAV insight anywhere Customers can get more value out of their IT solutions