Book Image

Implementing Microsoft Dynamics NAV - Third Edition

By : Alex Chow
Book Image

Implementing Microsoft Dynamics NAV - Third Edition

By: Alex Chow

Overview of this book

Microsoft Dynamics NAV 2016 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, purchase processing, logistics, or manufacturing. It also allows companies to grow the application by customizing the solution to meet specific requirements. This book is a hands-on tutorial on working with a real Dynamics NAV implementation. You will learn about the team from your Microsoft Dynamics NAV partner as well as the team within the customer’s company. This book provides an insight into the different tools available to migrate data from the client’s legacy system into Microsoft Dynamics NAV. If you are already live with Microsoft Dynamics NAV, this books talks about upgrades and what to expect from them. We’ll also show you how to implement additional or expanding functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, debug error messages, and implement free third-party add-ons to your existing installation. This book will empower you with all the skills and knowledge you need for a successful implementation.

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Implementing Microsoft Dynamics NAV - Third Edition
Alex Chow
Apr, 2016 | 492 pages
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Table of Contents (19 chapters)
Implementing Microsoft Dynamics NAV Third Edition
Implementing Microsoft Dynamics NAV Third Edition
Credits
Credits
About the Authors
About the Authors
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Exploring Microsoft Dynamics NAV – An Introduction
Exploring Microsoft Dynamics NAV – An Introduction
Understanding Microsoft Dynamics NAV
The functional areas within Dynamics NAV
History of Dynamics NAV
Functional areas
Accessing Dynamics NAV
Summary
2
What's New in NAV 2016?
What's New in NAV 2016?
Application changes
Development changes
IT changes
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 – From the Reseller
The Implementation Process – From the Reseller
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
Measuring 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 Dynamics NAV's needs
Master data
Open entries
Historical data
Open documents
Choosing a go-live date
Summary
7
Upgrading Microsoft Dynamics NAV
Upgrading Microsoft Dynamics NAV
Upgrading philosophy
Upgrades prior to Dynamics NAV 2013
Upgrades from Dynamics NAV 2013 forward
Upgrading process checklist
Upgrading steps to NAV 2013
Upgrading tools
Summary
8
Development Considerations
Development Considerations
Setup versus customization
Data model principles
The posting process
Where to write customized code
Formatting 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 2016
Placing breakpoints
Line-by-line execution
The Call Stack FactBox
The Watches FactBox
Summary
12
Popular Reporting Options with Microsoft Dynamics NAV
Popular Reporting Options with Microsoft Dynamics NAV
What is a query?
Query Designer
Charts
Web services
Power BI
Jet Reports Express
Summary
Index
Index

Roles

Implementing an ERP solution such as Microsoft Dynamics NAV 2016 in a company is not a trivial task. A lot of things have to be taken into account and a lot of things have to be done. That's why a lot of people have to get involved in the project, both in the company implementing Dynamics NAV, that is the partner, and in the company that will use Dynamics NAV as their management software, that is the customer.

Everyone will have a different and well-defined role in the project. In this section, we will try to explain who should get involved in the project and the tasks that they will be performing.

In the partner team, the following roles exist:

  • Salesperson

  • Project manager

  • Business consultant

  • Analyst

  • Developer

  • Implementer

In the customer team, we find the following roles:

  • Project manager

  • Key users

  • End users

Note that one person can have multiple roles. It's not uncommon for an NAV partner to have one person that takes on all the roles mentioned earlier! It's also not uncommon for the customer to...

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