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.

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Table of Contents (12 chapters)
Preface
Preface
What this book covers
What do you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Free Chapter
1
Chapter 1: Introduction to Microsoft Dynamics NAV
Chapter 1: Introduction to Microsoft Dynamics NAV
Versions and history
What is this book about
Setup versus customization
The beauty of simplicity
Design patterns
Structure of this book
The Role Tailored concept
The building blocks
Dynamics NAV in throughout supply chain
Some basic design patterns
Architectural design patterns
Balancing
Flow fields and flow filters
More journals and entries
Combining the journals into processes
Other patterns
Summary
2
Chapter 2: A Sample Application
Chapter 2: A Sample Application
Fit-gap analysis
Getting started
Designing a journal
The posting process
Invoicing
Navigate
Summary
3
Chapter 3: Financial Management
Chapter 3: Financial Management
Chart of accounts
Working with general journals
Customizing financial management
Integrating with financial management
4
Chapter 4: Relationship Management
Chapter 4: Relationship Management
How companies work
Customizing relationship management
Summary
5
Chapter 5: Production
Chapter 5: Production
What is production?
Basic production principles
Getting started
Vertical industry implementation
Summary
6
Chapter 6: Trade
Chapter 6: Trade
The process
Sales and purchasing
Inventory management
Warehouse management
Reservations
Trade in vertical industries
Summary
7
Chapter 7: Storage and Logistics
Chapter 7: Storage and Logistics
How to read this chapter
The storage application
The logistics application
The invoicing application
Add-on flexibility
Summary
8
Chapter 8: Consulting
Chapter 8: Consulting
The process
Getting started
Changing jobs
Summary
9
Chapter 9: Interfacing
Chapter 9: Interfacing
Interface types
Interfacing technologies
Standard application interfaces
Interface methodologies
Interfacing into the future
Summary
10
Chapter 10: Application Design
Chapter 10: Application Design
Application life cycle
Version and object management
Development methodology
The project
Summary
11
Installation Guide
Installation Guide
Licensing
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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End of Chapter 4
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