Book Image

Implementing Microsoft Dynamics NAV 2013

By : Laura Nicolàs Lorente, Cristina Nicolàs Lorente
Book Image

Implementing Microsoft Dynamics NAV 2013

By: Laura Nicolàs Lorente, Cristina Nicolàs Lorente

Overview of this book

<p>Microsoft Dynamics NAV 2013 is an Enterprise Resource Planning (ERP) application used in all kinds of organizations around the world. It provides a great variety of functionality out-of-the-box in different topics such as accounting, sales and purchases processing, logistics, or manufacturing. But it also allows companies to grow the application by customizing the solution to meet specific requirements.<br /><br />"Implementing Microsoft Dynamics NAV 2013" explains all you need to know to successfully handle your first Dynamics NAV 2013 implementation. You will learn what the application can do out of the box, how you can extend it to meet any kind of requirements, and how to manage real implementation projects with real customers.<br /><br />This book does not only cover typical topics when implementing the new version of an ERP system; topics that are not found in any previous documentation of Dynamics NAV, such as the implementation process at the customer side, or implementing functional changes on existing Dynamics NAV implementations are included in here. This approach makes this book different.<br /><br />After reading "Implementing Dynamics NAV 2013" you will be empowered with the skills and knowledge you need for successful implementations.</p>

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Implementing Microsoft Dynamics NAV 2013
Laura Nicolàs Lorente | Cristina Nicolàs Lorente
Feb, 2013 | 554 pages
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Table of Contents (22 chapters)
Implementing Microsoft Dynamics NAV 2013
Implementing Microsoft Dynamics NAV 2013
Credits
Credits
About the Authors
About the Authors
Acknowledgement
Acknowledgement
Acknowledgement
Acknowledgement
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Introducing Microsoft Dynamics NAV 2013
Introducing Microsoft Dynamics NAV 2013
Understanding Microsoft Dynamics NAV
History of Dynamics NAV
Functional areas
Access Dynamics NAV
Summary
2
What's New in NAV 2013
What's New in NAV 2013
Application changes
Development changes
IT changes
Deprecated features
Summary
3
Dynamics NAV – General Considerations
Dynamics NAV – General Considerations
The data model
No Save button
The posting routines
Navigating through your data
Real-time data gathering – the SIFT technology
Everything leads to accounting
The Dynamics NAV database
Summary
4
The Implementation Process
The Implementation Process
What is an implementation
Methodology
Roles
Phases
Summary
5
The Implementation Process on the Customer Side
The Implementation Process on the Customer Side
Definition of goals
Defining the internal processes
Improve before automating
Getting the requirements
Change management
Get involved in testing the system
Involve end users
Summary
6
Migrating Data
Migrating Data
Tools to migrate data
Converting data from the old system to suit Dynamics NAV's needs
Master data
Open entries
Historical data
Open documents
Choosing a go-live date
Summary
7
Upgrading to Microsoft Dynamics NAV 2013
Upgrading to Microsoft Dynamics NAV 2013
Upgrading philosophy
Upgrading process checklist
Upgrading steps in detail
Upgrading tools
Summary
8
Development Considerations
Development Considerations
Setup versus customization
Data model principles
The posting process
Where to write customized code
How to write customized code
Summary
9
Functional Changes on Existing Implementations
Functional Changes on Existing Implementations
General guidelines
What is a functional change
Interactions with other functionalities
Writing a to-do list to implement a change
Choosing the right time
Planning the change
Summary
10
Data Analysis and Reporting
Data Analysis and Reporting
Using filters and FlowFilters
Creating Views
Statistics
Charts
Using reports
Account schedules
Analysis views
Extracting data
Understanding report development
Summary
11
Debugging
Debugging
The art of debugging
Debugging in Dynamics NAV 2013
Code Coverage
Summary
12
The Query Object
The Query Object
What is a query
Query Designer
Where to use queries
Query performance
Summary
13
Applications Included in Dynamics NAV
Applications Included in Dynamics NAV
Jet Reports Express
Zetadocs Express
Summary
Index
Index

Acknowledgement

I would like to thank Isabel, who supported me during this project. She has always believed in me and pushed me to find the time to invest in this book. Without her, this project would have been much more difficult than it turned out to be.

I would also like to thank Laura, my sister and colleague and the coauthor of this book, for always being positive about where you can reach with effort, discipline, and confidence in your own capabilities. She is the one who encouraged me to write this book.

A special thanks to Josep and Josep Maria. They have given me the opportunity to evolve professionally. They have always believed in me and given me the confidence needed to take my own steps and carry out my responsibilities.

The final thanks go to all my colleagues and customers, and also to all the people who helped me learn by posting questions on the forums. You have all contributed in developing me into the professional I am today.

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