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  • Book Overview & Buying Microsoft Dynamics NAV 2013 Application Design
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Microsoft Dynamics NAV 2013 Application Design

Microsoft Dynamics NAV 2013 Application Design - Second Edition

By : Marije Brummel, Mark Brummel
4.7 (3)
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Microsoft Dynamics NAV 2013 Application Design

Microsoft Dynamics NAV 2013 Application Design

4.7 (3)
By: Marije Brummel, Mark Brummel
Buy this Book

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)
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Preface
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Preface
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What this book covers
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What do you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
Chapter 1: Introduction to Microsoft Dynamics NAV
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Chapter 1: Introduction to Microsoft Dynamics NAV
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Versions and history
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What is this book about
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Setup versus customization
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The beauty of simplicity
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Design patterns
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Structure of this book
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The Role Tailored concept
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The building blocks
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Dynamics NAV in throughout supply chain
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Some basic design patterns
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Architectural design patterns
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Balancing
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Flow fields and flow filters
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More journals and entries
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Combining the journals into processes
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Other patterns
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Summary
2
Chapter 2: A Sample Application
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Chapter 2: A Sample Application
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Fit-gap analysis
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Getting started
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Designing a journal
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The posting process
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Invoicing
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Navigate
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Summary
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Chapter 3: Financial Management
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Chapter 3: Financial Management
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Chart of accounts
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Working with general journals
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Customizing financial management
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Integrating with financial management
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Chapter 4: Relationship Management
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Chapter 4: Relationship Management
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How companies work
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Customizing relationship management
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Summary
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Chapter 5: Production
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Chapter 5: Production
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What is production?
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Basic production principles
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Getting started
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Vertical industry implementation
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Summary
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Chapter 6: Trade
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Chapter 6: Trade
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The process
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Sales and purchasing
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Inventory management
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Warehouse management
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Reservations
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Trade in vertical industries
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Summary
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Chapter 7: Storage and Logistics
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Chapter 7: Storage and Logistics
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How to read this chapter
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The storage application
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The logistics application
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The invoicing application
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Add-on flexibility
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Summary
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Chapter 8: Consulting
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Chapter 8: Consulting
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The process
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Getting started
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Changing jobs
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Summary
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Chapter 9: Interfacing
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Chapter 9: Interfacing
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Interface types
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Interfacing technologies
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Standard application interfaces
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Interface methodologies
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Interfacing into the future
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Summary
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Chapter 10: Application Design
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Chapter 10: Application Design
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Application life cycle
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Version and object management
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Development methodology
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The project
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Summary
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Installation Guide
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Installation Guide
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Licensing
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Installing the objects

Summary

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.

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Microsoft Dynamics NAV 2013 Application Design
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