Implementing Microsoft Dynamics NAV 2009


Implementing Microsoft Dynamics NAV 2009
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  • First book to show you how to implement Microsoft Dynamics NAV 2009 in your business
  • Meet the new features in Dynamics NAV 2009 that give your business the flexibility to adapt to new opportunities and growth
  • Easy-to-read style, packed with hard-won practical advice
  • Real-world examples with step-by-step explanations

Book Details

Language : English
Paperback : 552 pages [ 235mm x 191mm ]
Release Date : January 2009
ISBN : 1847195822
ISBN 13 : 9781847195821
Author(s) : David Roys, Vjekoslav Babić
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Dynamics, Enterprise, Microsoft


Table of Contents

Preface
Chapter 1: Introducing Microsoft Dynamics NAV 2009
Chapter 2: The RoleTailored Client
Chapter 3: Roles and the Customer Model
Chapter 4: The Implementation Process
Chapter 5: Configuring the System
Chapter 6: Modifying the System
Chapter 7: Extending the Application
Chapter 8: The Development Lifecycle
Chapter 9: Troubleshooting
Chapter 10: Sample Application
Index
  • Chapter 1: Introducing Microsoft Dynamics NAV 2009
    • And now for something completely different
      • Why RoleTailored?
      • New architecture—a real deal
    • Implementing Microsoft Dynamics NAV 2009
      • What is this book all about?
      • Microsoft Dynamics NAV 2009 application areas
    • A new architecture explained
      • Two-tier versus three-tier
        • Architectures of Microsoft Dynamics NAV
      • The Client Tier
      • The Microsoft Dynamics NAV Service Tier (NST)
    • The future of Microsoft Dynamics NAV
    • Summary
  • Chapter 2: The RoleTailored Client
    • What is the RoleTailored client?
      • First impressions
    • New terms for the RoleTailored client
      • The navigation window
        • The address bar
        • The command bar
        • Local commands
        • Customize and Help commands
        • The navigation pane
        • Where are all the options?
        • The status bar
        • The Role Center navigation page
      • The Departments page
      • Task pages
        • Cards
        • Lists
        • Documents
        • Journals
        • List plus
        • Matrices
        • Wizards
      • The Report Viewer
        • Print and export
    • How to use the RoleTailored client
      • Create a customer
      • Create a sales order
      • Post an invoice for a sales order
      • Enter a cash receipt
      • Concluding using the RoleTailored client
    • How to personalize the RoleTailored client
      • Make it your own
      • Customize the navigation pane
        • Adding list places to menus
      • Personalizing pages using the customize menu
        • Customize Actions
        • Customize Reports
        • Customize This Page
        • Customize This Page (task page with FastTabs)
        • Customize This Page (role center)
    • Summary
  • Chapter 3: Roles and the Customer Model
    • The Dynamics Customer Model
      • Too much information
      • A fresh beginning
      • Departments, roles, process groups, and tasks
    • What is a role in Dynamics NAV 2009?
    • The roles available in Dynamics NAV 2009
    • Role-centric thinking
    • Discovering the existing roles
      • What's in a role center?
    • Customizing a role as a super user
      • Customizing the Accounting Manager profile
        • Clearing the configured pages for a profile
        • Adding actions and reports to a profile
        • Changing the layout of the Customer Card
    • Extending existing roles as a developer
      • Find the Page ID and source table of the activities part
      • Adding the Priority Customer field
      • Extending the Sales Cue table
  • Creating a new role
  • Further Reading
  • Summary
  • Chapter 4: The Implementation Process
    • What is an implementation?
      • Implementation tasks
        • Business process reengineering
        • Configuration
        • Customization
        • Third-party solutions
        • Choose the right approach
    • The role of methodology
      • Microsoft Dynamics Sure Step
    • Phases of an implementation
    • Diagnostic phase
      • Drafting the project scope
      • Mind the gap
      • What if it's not there?
      • Detailed analysis
      • Technical requirements
      • Should we do all of it?
      • Wrapping up
    • Analysis phase
      • Prepare the path
        • Plan the resources
        • Plan approvals
      • Get the ball rolling
      • Train the key users
      • Data migration
        • Master data migration
        • Past transactions
        • General data migration analysis considerations
      • Detailed analysis
        • User roles
        • Integration and interfaces
        • Document the requirements
    • Design phase
      • Understand the standard application
      • Understand the problem
      • Use your imagination
      • Prototype, demonstrate, and iterate
      • Learn how to eat an elephant
      • Products of design
      • When to stop
    • Development phase
      • Planning
      • Setting up the environment
      • Finally, development
        • Application functionality
        • Data migration development
        • Security issues
        • Document the changes
      • Customer testing and acceptance
    • Deployment phase
      • Plan your steps
      • Environment configuration
      • User acceptance test
      • Load test
      • End-user training
      • Go-live
    • Operation phase
      • No planning?
      • Documentation
      • Transition
      • Closing off
      • Final acceptance
      • Who died?
    • Did we go bananas?
      • Betting a business on a mad horse
    • Summary
  • Chapter 5: Configuring the System
    • What is system configuration?
    • A programmer's guide to accounting
      • The hippo's bottom
      • The black art of bookkeeping
      • Finding dimensions with the five Ws (and the H)
      • The chart of accounts
        • Income statement
        • Balance sheet
        • Other reading
      • Feeding the hippopotamus
        • Is it a debit or a credit?
      • Using dimensions to analyze financial data
      • Accounting understood?
    • Groups, groups, and more groups
      • G/L entry
      • VAT entry
      • Vendor ledger entry
      • Detailed vendor ledger entry
      • G/L entries revisited
        • Vendor posting group
        • VAT Bus. Posting Group and VAT Prod. Posting Group
      • More groups
      • Where do dimensions come from?
    • RIM
      • The setup questionnaire
        • General Ledger setup (before RIM)
        • General Ledger setup (using RIM)
      • Data migration
        • Hurray for the Data Migration tool
        • Limitations of the Data Migration tool
      • What's missing
    • Summary
  • Chapter 6: Modifying the System
    • Understanding the tools
    • Modifications for non-programmers
    • Object Designer basics
    • Extending the data model
      • Creating tables
      • Adding fields
      • Table relationships
      • Table keys
      • Field groups
    • Customizing forms
      • Creating forms
        • Form properties
        • Adding controls
        • Subforms
        • Menus and buttons
    • Customizing pages
      • Page properties
      • Page types
        • Card
        • List
        • RoleCenter
        • CardPart
        • ListPart
        • Document
        • Worksheet
        • ListPlus
        • ConfirmationDialog
        • NavigatePage
      • Page Designer
        • Containers
        • Groups
        • Fields
        • Parts
        • Positioning controls
        • Spur some action
      • Form Transformation tool
    • Customizing reports
      • Reporting in the Classic client
        • Creating reports
        • Components of a report
        • Report logic
      • Reporting in the RoleTailored client
      • RoleTailored report creation
        • Transforming layout
        • Transforming request option forms
    • Customizing MenuSuites
      • A little bit of theory
      • And some practice
    • Customizing other objects
      • Codeunits
      • Dataports
      • XMLports
    • Summary
  • Chapter 7: Extending the Application
    • Learning to fish
    • What's a Web service?
      • It's not just for the Web
      • What can we do with them?
      • Calling a NAV Web service
        • Creating a Web service
        • Calling the Web service
    • WinForms application
      • Item look-up requirements
      • Exposing the Web service
      • New Windows application project
        • Getting some data
        • Filter Box and Find Button
        • Testing time
      • WinForms application summary
    • Sidebar gadget
      • Design time
        • What are little gadgets made of?
        • The gadget
        • Flyouts
        • Options
      • The tricky bits
        • Just a little bit of SOAP
        • An HTML page that calls a NAV Codeunit
        • Hey, Good Lookin'
    • Calling a Web service from NAV
      • Always take the weather with you
      • Calling out around the world
    • Service oriented or service enabled?
      • When is a service not a service?
      • Service repository
      • Service bus
      • Don't worry, be happy
    • Any questions?
      • Document Pages as Web services
      • Role Center as a Web service
      • Records as parameters to Codeunits
      • Codeunit functions that return complex data types
      • XMLports as parameters to Codeunits
      • More functions on a Page
      • Can I break it?
    • Presentation layers
    • Summary
  • Chapter 8: The Development Lifecycle
    • Why is development different than programming?
      • Development in Microsoft Dynamics NAV
    • The lifecycle
      • Microsoft solutions framework
    • Understanding the requirements
    • Designing the solution
      • Extending existing functionality
      • Designing a completely new functionality
      • Designing tasks
        • Data model
        • User interface
        • Reports
        • Application logic
      • Planning for performance and scalability
        • Keys
        • User interface
    • Build
      • Team approach
      • Building the data model
      • Building the user interface
        • Beware the page
        • Pages
        • Reports
        • User interface integration
      • Building the application logic
      • Security
      • Testing
      • Feature Complete
      • Object versioning
        • Should I change the Modified flag?
        • When customers play developers
      • Documentation
    • Stabilization
      • Issue Convergence
      • Issue Log Cleared
      • Final tests
      • Release Readiness milestone
      • Finalizing development work
    • Deployment
      • Documentation
      • Deployment Stable and Deployment Complete
    • Summary
  • Chapter 9: Troubleshooting
    • Identifying problems
    • Debugging
      • Debugging the Service Tier
      • Debugging the Classic client
      • Code Coverage
    • Performance tuning
      • Client Monitor
        • Built-in Client Monitor functionality
        • Client Monitor helper objects
        • Analyzing performance with Excel
        • Analyzing data
        • Multi-user issues
        • Combining Code Coverage and Client Monitor
        • How about the RoleTailored client?
      • Other tools
        • Event Viewer
        • SQL Server Profiler
        • Performance Monitor
        • Dynamics management views and functions
        • Task manager
    • Planning ahead
      • Hardware Guide
      • Indexes
      • Database Resource Kit
      • Technical Presales Advisory Group (TPAG)
    • Getting help
      • Microsoft Dynamics NAV tools overview
      • SQL Server Technical Kit for Microsoft Dynamics NAV
    • Summary
  • Chapter 10: Sample Application
    • Sample code download
    • Gathering requirements
    • The scenario
    • Functional requirements
      • Process flow diagram
      • Use-case modeling
        • Defining the actors
        • Defining the use-cases
        • Use-case diagram
        • Glossary of terms
        • The domain model
      • Use-case workshop
        • Explaining the ORM diagram
        • Mobile expense claim
      • Finishing the functional requirements
    • Architectural design
      • Supplementary requirements
      • Existing architecture and framework
      • Budget
      • What's cool?
      • And the winner is…
    • Build—technical design
      • Tables
        • Expense (new table)
        • Expense Claim (new table)
        • Location (Modify Table ID=14)
        • Department (no changes to existing table)
        • Customer (no changes to existing table)
        • Expense Claim Setup (new table)
        • User Setup (modify Table ID=91)
      • Points raised by table design
        • New items to consider
      • Additional development tasks
      • Working through the use-cases
      • Do you want the good news or the bad news?
    • Build—prototype
      • Additional tables
        • User Setup (modify Table ID=91)
        • Expense Claim Schedule (new table)
        • Customer (modify Table ID=18)
      • Time to build
      • I love the Classic client
      • Transformers, robots in disguise
      • MenuSuite and navigation pane
    • Dynamics Mobile
      • Overview tasklet
      • Capturing Expense
      • Editing Captured Expenses
      • Synchronize
    • Prototype, demonstrate and iterate
    • Summary
    • So long, farewell, Auf Wiedersen, Adieu

David Roys

David Roys is a Microsoft Most Valuable Professional (MVP) for the Microsoft Dynamics NAV product. He has worked in the computer industry since 1992 and currently works in New Zealand for Intergen Ltd., a leading Microsoft Gold Partner and Dynamics Presidents Club member.

Since getting his honors degree in Computing Science from Staffordshire University, England, he has worked with a variety of custom-written and packaged financial solutions in a variety of roles. His first programming job provided experience of financial systems using CICS, COBOL, and JCL on an IBM 3090 series mainframe. From being a very junior developer in a large organization, he went on to be a oneman IT department at a small food manufacturing company in a role that allowed him to learn and develop solutions for a Danish ERP package called 'Concorde XAL'. David moved into the world of consulting and ERP reselling in 1996 where he enjoyed working with some truly brilliant people at Columbus IT Partner and was able to work on international projects in South Africa, Hungary, Poland, and Ireland. With many years of experience in XAL and Axapta he moved to New Zealand in 2002 to work as a consultant for Ernst & Young in their IT Consulting practice delivering financial solutions in Navision Attain. He now works in his dream job as a Dynamics NAV consultant and developer for Intergen Ltd., a bunch of fun-loving, incredibly smart people. David firmly believes that ERP systems are boring and is committed to bringing some entertainment to this dull and listless world.


Vjekoslav Babić

 

Vjekoslav Babić is a Microsoft Dynamics NAV expert, consultant, and architect with ten years experience in the IT industry and six years experience delivering project success on large-scale, high-risk, and international implementations of Microsoft Dynamics solutions. He has project experience in various industries, including telecommunications, insurance, pharmaceuticals, industrial gasses, chemicals, food and beverage, manufacturing, printing, distribution, and retail. He is a Project Management Institute certifi ed Project Management Professional, an accomplished Microsoft Certifi ed Trainer with a track record of successful trainings and presentations, a Microsoft Certifi ed Business Management Solutions Professional with several Microsoft Dynamics NAV and Microsoft Dynamics CRM specializations, and holds a number of Microsoft technical certifi cations. Vjekoslav has published more than forty articles on business solutions, software development, database design, and internet technologies; he is the author of the NAV Insights column and an Editorial Advisory Board member with MSDynamicsWorld.com. An active blogger, he frequently writes about Microsoft Dynamics implementation methodologies, Sure Step, and Project Management topics on his blog NavigateIntoSuccess.com.

Based in Zagreb, Croatia, he is employed as a consultant at Microsoft.

Contact Vjekoslav Babić through his blog http://NavigateIntoSuccess.com

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What you will learn from this book

  • Discover the new features in NAV 2009 such as the 3-tiered architecture, the RoleTailored client, and Web Services Enablement
  • Learn about the Microsoft Dynamics Customer Model and how to apply Role-Centric Thinking to your NAV implementations
  • Avoid common implementation mistakes by benefiting from the expert insights of NAV consultants with over 20 years of ERP experience
  • Improve your solution design expertise with basic accounting principles
  • Explore the extensive personalization capabilities of the RoleTailored client
  • Discover programming for non-programmers by creating NAV objects without writing code
  • Learn about the phases in Sure Step and why an implementation methodology is so important to successful projects
  • Create useful add-ons and extend your core application using web services enablement

Here is a brief summary of what each chapter covers:

1 – Introducing Microsoft Dynamics NAV 2009
The purpose of this chapter is a teaser introduction to get people excited about the product, what’s in it in general, and what’s in it as compared to previous versions, to give them a little taste of what’s coming up in the book, and explain what the fuss about this new release is all about.

2 – The RoleTailored Client
The RoleTailored Client is the new user interface for users of Microsoft Dynamics NAV 2009 and it is completely different to the pervious versions. We’ll take you through the different components of the interface, introduce the terminology, explore the navigation components and page types and teach you how to personalize the application to meet your own requirements using the extensive personalization features.

3 – Roles and the Customer Model
Microsoft Dynamics NAV 2009 introduces a new paradigm to ERP. Instead of the system being focused on the forms that capture and present data and the functions the user can perform, the system is based around the individuals within an organization, their role and the tasks they perform. We cover how Microsoft researched the roles and explore the departments, roles and tasks that have been identified in the Microsoft Dynamics Customer Model. We also show the reader how to assign the standard roles to the users, how to create new roles and how to allow departmental super users to configure the application for their role so that the change is applied to all users with the same profile.

4 – The Implementation Process
Microsoft Dynamics NAV is not a product with a Next-Next-Finish type of installation and it takes a lengthy project to deploy it successfully. We focus on the six phases of the implementation process, and explain each phase with details of what to do and what not to do in a typical implementation. Based on the Dynamics Sure Step implementation methodology with advice liberally sprinkled throughout, special attention is given to new features of Microsoft Dynamics NAV 2009, and where the new capabilities must be taken into account to make the most out of the implementation project.

5 – Configuring the System
Every implementation of Microsoft Dynamics NAV 2009 will require the system to be configured to meet the needs of the business. This chapter tells the implementation consultant how to do this from a core financials perspective and provides valuable information that will allow developers to understand more about the application they are changing. We cover basic accounting for programmers, dimensions and posting groups, and how to use the Rapid Implementation Methodology (RIM) Toolkit to speed things along.

6 – Modifying the System
Hardly any standard system can fit the needs of a business out of the box. Either the customer must shape their processes to match the system, or the consultant must shape the system to match the processes, and usually the latter prevails. This chapter explains the process of modifying the system, how to design a viable data model and how to design and develop a functional user interface for both RoleTailored and Classic clients, without writing any code.

7 – Extending the Application
The three-tiered architecture of Microsoft Dynamics NAV 2009 and native web services enablement opens up a whole new world of possibilities for NAV implementations. We cover some of the many possibilities for extending the application, allowing the consultant and developer to understand the technologies that are available and their respective design considerations. Our practical examples introduce the NAV programmer to the world of .NET and show how you can use the information available on the internet to develop your own killer .NET add-ons.

8 – The Development Lifecycle
There’s much more to development than programming. It starts with understanding what the customer really needs, and usually extends way beyond the system being deployed to a test environment. This chapter focuses on the development phase, and what it takes to get from a concept to a live and working solution.

9 – Troubleshooting
After the system goes live, or as it grows, there are periods when new problems may arise, and often their source is far from obvious. This chapter explores the tools and techniques available for detecting problems, pinpointing the source, and helping to remove them from the system quickly and painlessly. It explains how to debug the Service Tier, how to troubleshoot performance issues, what can be done to avoid problems and how proper planning before design can help to get it right the first time.

10 – Sample Application
Our sample application focuses on requirements gathering, functional specification creation, solution design and the eventual build of a prototype. We look at how a business problem can be explored using techniques such as interviewing, use-case modeling, and object-role modeling to create a solution design that can be molded into a working prototype.
The sample application is a real-world Microsoft Dynamics NAV 2009 add-on that could provide genuine business benefit to companies that use Microsoft Dynamics NAV if extended into a finished application.

In Detail

Microsoft Dynamics NAV 2009 is the latest release of the NAV application (formerly known as Navision) from the Microsoft Dynamics family of products that brings a 3-tiered architecture, web services enablement, and many more exciting features, to the well established Enterprise Resource Planning (ERP) solution.

Although Dynamics NAV is carefully designed for ease of use, attaining measurable business gains requires an understanding of business, finance, analysis and design techniques, programming skills, and the ability to manage complex projects coupled with an expert knowledge of the product itself.

This book distils hard won experience into an easy to follow guide to implementing the full power of Dynamics NAV in your business. It won't just tell you how to do it; it will show you how to do it. It will help you to become a better consultant or developer by providing practical examples and expert advice.

From an introduction to the new RoleTailored user interface to a series of practical web services programming tutorials, you will gain a deep understanding of what NAV 2009 has to offer compared to previous versions. With a strong emphasis on practical examples, we take you through the implementation process and provide guidance on configuring the Chart of Accounts and Dimensions for financial analysis, how to use the Rapid Implementation Toolkit (RIM) to reduce implementation effort and an overview of the Sure Step implementation methodology. You will learn how to take a business problem through to a working solution using industry standard techniques such as use-case modelling and object-role modelling. We will teach you how to design and develop NAV objects including the new Page object and the Client Reporting Services report layouts.

Explore the new features of Microsoft Dynamics NAV 2009, and implement the solution your business needs

Approach

Written in an easy-to-read style, this book is a refreshing alternative to the official Microsoft training and reference material which, although comprehensive, can sometimes be tiring to read. This is not a reference book, although you may find you refer to it often, giving you access to years of experience in implementing and programming Dynamics NAV. You will learn all the new features in NAV 2009, without needing to invest significant study time.

Who this book is for

Dynamics NAV implementation consultants and developers that want to quickly understand the new features offered in the 2009 release.

NAV consultants that want to learn more about programming and extensibility without needing to learn a programming language will also benefit from this book.

NAV programmers that want to learn about finance configuration and solution design in order to be a better programmer and design better solutions can also use this book.

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