Save time and avoid unnecessary manual tasks with the assisted setup wizard that helps you import data, set up integration with Office 365, and enjoy a simplified setup experience, with predefined setup data and limited customer interaction.
The assisted setup feature, has a unique "testing" aspect" to guide you through setup scenarios – simplifying and streamlining your tasks; for example:
- Follow wizards to set up workflows for approvals, set the fiscal year, or set up US sales tax.
- Launch the application with as little user interaction as possible.
- Use a predefined set of data to quickly set up main features.
- In addition, with improved support for cash management, it is easy to set up and adjust cash flow forecasting, gathering data from all relevant sources to provide you with a complete overview.
Benefits of Microsoft Dynamics NAV 2017 Quick Configuration include:
A Repeatable Set Up Experience-Use assisted setup and a predefined set of data to quickly implement repeatable solutions and follow fewer manual setup steps.
Streamlined User Setup-Easily create users, with improved compatibility between Microsoft Dynamics NAV and Office 365. New users are automatically created with user groups & permission sets, integrated with Office 365.
Assisted Guidance-Follow wizards to set up workflows for approvals, set the fiscal year, or set up US sales tax.
Automated Steps-Use deployment and PowerShell scripts to create a new company and add default setup data.
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