Book Image

Microsoft Dynamics NAV 2013 Application Design - Second Edition

By : Marije Brummel
Book Image

Microsoft Dynamics NAV 2013 Application Design - Second Edition

By: Marije Brummel

Overview of this book

This book is a focused tutorial on Microsoft Dynamics NAV application development to help you develop complete applications and not just application outlines. This hands-on guide starts off by introducing the supply chain that you will be using throughout the book. You will then implement the Microsoft Dynamics NAV ERP suite and learn to set it up and customize it for various industries. You will learn how to customize Dynamics NAV to suit the different aspects of a business such as financial management, relationship management, production, jobs, trade, storage, logistics, and so on. The book will take you through these Microsoft-designed application features and show you how to customize and extend them safely. Therefore, by the end of this book, you will be able to create a structure of your own in Microsoft Dynamics NAV.
Table of Contents (12 chapters)


In this chapter, we took a deep dive into the Microsoft Dynamics NAV relationship management functionality. We learned how it is integrated with the ERP part of the system. Relationship management can be very useful to analyze sales data. With profiles, we can filter on turnover and profit figures and use them in segments.

Interaction Log Entries allow us to keep track of all the contact moments with the people we do business with. Outlook integration can be used for salespeople to work remotely and synchronize with the system.

Campaigns and opportunities help us to keep track of the quote process and make our sales working more efficient.

Lastly, we looked at some common requirements to change the relationship management system to meet our company's specific requirements.

In the next chapters, we will look at the ERP part of Microsoft Dynamics NAV starting with the process in Chapter 5, Production, and Chapter 6, Trade.