Implementing Microsoft Dynamics NAV 2013


Implementing Microsoft Dynamics NAV 2013
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  • Successfully handle your first Dynamics NAV 2013 implementation
  • Explore the new features that will help you provide more value to your customers
  • Full of illustrations and diagrams with clear step-by-step instructions and real-world tips extracted from years of experience

 

Book Details

Language : English
Paperback : 554 pages [ 235mm x 191mm ]
Release Date : February 2013
ISBN : 1849686025
ISBN 13 : 9781849686020
Author(s) : Laura Nicolàs Lorente, Cristina Nicolàs Lorente
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Dynamics, Enterprise

Table of Contents

Preface
Chapter 1: Introducing Microsoft Dynamics NAV 2013
Chapter 2: What's New in NAV 2013
Chapter 3: Dynamics NAV – General Considerations
Chapter 4: The Implementation Process
Chapter 5: The Implementation Process on the Customer Side
Chapter 6: Migrating Data
Chapter 7: Upgrading to Microsoft Dynamics NAV 2013
Chapter 8: Development Considerations
Chapter 9: Functional Changes on Existing Implementations
Chapter 10: Data Analysis and Reporting
Chapter 11: Debugging
Chapter 12: The Query Object
Chapter 13: Applications Included in Dynamics NAV
Index
  • Chapter 1: Introducing Microsoft Dynamics NAV 2013
    • Understanding Microsoft Dynamics NAV
    • History of Dynamics NAV
    • Functional areas
      • Financial Management
        • Accountancy
        • G/L budgets
        • Account schedules
        • Cash management
        • Fixed Assets
        • VAT reporting and intrastat
        • Intercompany transactions
        • Consolidation
        • Multicurrency
      • Sales & Marketing
        • Customers
        • Order processing
        • Approvals
        • Pricing
        • Marketing
      • Purchase
        • Vendors
        • Order processing
        • Approvals
        • Pricing
        • Planning
      • Warehouse
        • Items
        • Locations
        • Transfer orders
        • Assembly
        • Pick and put-away
        • Inventory
      • Manufacturing
        • Product design
        • Capacities
        • Planning
        • Execution
        • Costing
        • Subcontracting
      • Job
        • Job card
        • Phases and tasks
        • Planning
        • Time sheet
        • Invoice jobs
        • Work in process (WIP)
      • Resource planning
        • Resource card
        • Pricing
      • Service
        • Service items
        • Contracts
        • Price management
        • Service orders
        • Service tasks
        • Fault reporting
      • Human resources
        • Employees
        • Absence registration
        • Country localizations
      • Vertical and horizontal solutions
    • Access Dynamics NAV
      • Windows client
      • Web client
      • SharePoint client
      • Web Services
      • Development environment
    • Summary
    • Chapter 2: What's New in NAV 2013
      • Application changes
        • Improvements to the Windows client
          • Ribbon
          • Select all
          • Copy/paste rows
          • Quick Entry
          • New keyboard shortcuts
          • Business Intelligence and KPIs
          • User collaboration tools
        • Application features
          • Financial Management
          • Assembly management
          • Warehouse management
          • Inventory
          • Supply planning
          • Jobs
          • Resources
          • RapidStart Services
          • CRM integration
          • Payment services
      • Development changes
        • Development Environment
          • Debugging
          • Page development
          • Page testing
          • Report development
          • Query development
          • XMLport development
          • Start ID Offset
          • Changes to C/AL functions, data types, properties, and triggers
          • .NET interoperability
          • Enhancements in RoleTailored client control add-ins
        • Standard C/AL code redesign
          • G/L Entry table locking redesign
          • Storing dimension entries
          • ADCS
      • IT changes
        • Installation
        • Dynamics NAV Server Administration
        • Windows PowerShell 2.0 cmdlets
        • Web client
        • Portal Framework for SharePoint 2010
        • User and credential types
        • NAS services
        • OData web services
        • Database changes
        • Unicode
        • ClickOnce
      • Deprecated features
        • Deprecated application features
        • Deprecated developer and IT features
      • Summary
      • Chapter 3: Dynamics NAV – General Considerations
        • The data model
          • Master data
          • Documents
          • Journals
          • Entries
            • Creating ledger entries
          • Combining all concepts
        • No Save button
          • The main advantage
          • When is data checked
          • The main contra
        • The posting routines
          • Checking the posting routine with an example
          • Posted data cannot be modified (or deleted)
        • Navigating through your data
          • The Navigate functionality
          • Other ways to navigate
          • Filtering to find the data you need
        • Real-time data gathering – the SIFT technology
        • Everything leads to accounting
        • The Dynamics NAV database
          • The TableRelation property
          • Coded data rules
        • Summary
        • Chapter 4: The Implementation Process
          • What is an implementation
          • Methodology
            • The Waterfall approach
            • The Agile approach
            • Using the best of both
            • Microsoft Dynamics Sure Step
              • Project types based on the Waterfall approach
              • The Agile project type
          • Roles
            • Salesperson
            • Project manager
            • Business consultant
            • Key users
            • Analyst
            • Developer
            • Implementer
            • End users
            • Summarizing the roles
          • Phases
            • Presales
            • Getting the project requirements
            • Designing the solution
              • Configuration
              • Modifying standard Dynamics NAV functionality
              • New functionalities
              • Data migration
            • Development
            • Deployment
              • Software and hardware installation
              • Configuration
              • Data migration
              • User-acceptance test
              • End users' training
              • Go-live!
            • Support
          • Summary
            • Chapter 6: Migrating Data
              • Tools to migrate data
                • RapidStart Services
                  • Configuration wizard
                  • Configuration packages
                  • Configuration worksheet
                  • Configuration templates
                  • Configuration questionnaire
                  • Summary of RapidStart Services
                • Using XMLports to migrate data
                  • The XMLport structure
                  • Running the XMLport
                  • Writing code inside the XMLport
                • Writing your own tools
              • Converting data from the old system to suit Dynamics NAV's needs
              • Master data
              • Open entries
                • Customer entries
                • Vendor entries
                • Bank entries
                • Item entries
                • Fixed-asset entries
                • Accounting balances
              • Historical data
              • Open documents
              • Choosing a go-live date
                • Going live at the beginning of the fiscal year
                • Going live in the middle of a fiscal year
              • Summary
              • Chapter 7: Upgrading to Microsoft Dynamics NAV 2013
                • Upgrading philosophy
                • Upgrading process checklist
                  • Preparing to upgrade
                  • Upgrading from 2009, 2009 SP1 or 2009 R2
                    • Upgrading the 2009 application code
                    • Upgrading the 2009 data
                  • Upgrading from 5.0 or 5.0 SP1
                    • Upgrading the 5.0 application code
                    • Upgrading the 5.0 data
                  • Upgrading from 4.0, 4.0 SP1, 4.0 SP2, or 4.0 SP3
                    • Upgrading the 4.0 application code
                    • Upgrading the 4.0 data
                  • Upgrading from 3.60 or 3.70
                    • Upgrading the 3.60 or 3.70 application code
                    • Upgrading the 3.60 or 3.70 data
                • Upgrading steps in detail
                  • Preparing to upgrade
                    • Migrating to SQL Server
                    • Testing the database
                  • Upgrading the application code
                    • Getting object versions
                    • Converting objects to the Dynamics NAV 2013 format
                    • Carrying out customizations to the new version
                    • Transforming forms to pages
                    • Transforming reports
                    • Revising and modifying customized code
                  • Upgrading the data
                • Upgrading tools
                  • Upgrade Toolkit
                  • Text format upgrade
                  • Form transformation
                  • Report transformation
                    • Upgrading Hybrid reports
                    • Upgrading Classic reports
                  • Comparing text tools
                  • MergeTool
                    • Downloading MergeTool
                    • Installing MergeTool
                    • Using MergeTool
                • Summary
                • Chapter 8: Development Considerations
                  • Setup versus customization
                  • Data model principles
                    • Basic objects
                      • Object elements
                    • How tables are structured
                      • Understanding table structures
                      • The final picture
                    • The structure of pages
                      • Understanding page structures
                      • The final picture
                  • The posting process
                    • The codeunit structure for sales posting
                    • The codeunit structure for general journal posting
                  • Where to write customized code
                    • Validating fields
                    • Checking data
                    • Batch jobs
                  • How to write customized code
                    • Language
                    • Spacing and alignment
                    • Comments
                    • Text constants
                    • C/AL statements
                    • Naming conventions
                      • Naming objects
                    • Using small functions
                  • Summary
                  • Chapter 9: Functional Changes on Existing Implementations
                    • General guidelines
                    • What is a functional change
                      • The Requisition Worksheet
                      • Fixed Assets
                      • Item Tracking
                      • Extending a customized functionality
                    • Interactions with other functionalities
                      • The Requisition Worksheet
                      • Fixed Assets
                      • Item Tracking
                        • Creating a new item
                        • Creating and posting a purchase order for the new item
                        • Creating and posting a Sales Order for the new item
                        • Turning on Item Tracking for the new item
                        • Undoing the Sales Shipment posted for the new item
                      • Extending a customized functionality
                    • Writing a to-do list to implement a change
                      • The Requisition Worksheet
                      • Fixed Assets
                      • Item Tracking
                      • Extending a customized functionality
                    • Choosing the right time
                      • The Requisition Worksheet
                      • Fixed Assets
                      • Item Tracking
                      • Extending a customized functionality
                    • Planning the change
                      • The Requisition Worksheet
                      • Fixed Assets
                      • Item Tracking
                      • Extending a customized functionality
                    • Summary
                    • Chapter 10: Data Analysis and Reporting
                      • Using filters and FlowFilters
                      • Creating Views
                      • Statistics
                      • Charts
                        • The Show as Chart option
                        • Adding charts to the Role Center page
                        • Creating and configuring charts
                      • Using reports
                        • Finding reports
                        • Running reports
                        • Types of reports
                          • List reports
                          • Test reports
                          • Posting reports
                          • Transaction reports
                          • Document reports
                          • Other reports
                      • Account schedules
                      • Analysis views
                        • Understanding dimensions
                          • Setting up new dimensions
                          • Categorizing dimensions
                          • Accessing dimensions
                        • Creating an analysis view
                        • Updating analysis views
                        • Using analysis views
                          • Analysis by Dimensions
                          • Analysis views as a source for account schedules
                      • Extracting data
                        • Sending data to Microsoft Office applications
                          • Sending data to Microsoft Word
                          • Sending data to Microsoft Excel
                        • Extracting data through web services
                        • Other ways to extract Dynamics NAV data
                      • Understanding report development
                        • Reports anatomy
                        • Defining the dataset
                        • Designing the visual layout
                        • Rules for flattening data
                        • Report design guidelines
                      • Summary
                      • Chapter 11: Debugging
                        • The art of debugging
                        • Debugging in Dynamics NAV 2013
                          • Starting the debugger
                          • Break Rules
                          • Placing breakpoints
                            • From the Object Designer
                            • In the current statement of the debugger
                            • Conditional breakpoint
                            • The debugger breakpoint list
                          • Line-by-line execution
                            • The Step Into option
                            • The Step Over option
                            • The Step Out option
                            • The Continue option
                          • The Call Stack FactBox
                          • Watch variables
                            • Adding variables from the Debugger Variables List window
                            • Adding variables from the code viewer
                        • Code Coverage
                          • Importing the Code Coverage objects
                          • How to use the Code Coverage feature
                          • When to use the Code Coverage feature
                        • Summary
                        • Chapter 12: The Query Object
                          • What is a query
                          • Query Designer
                            • Defining our first query
                              • Adding complexity to the query
                            • The DataItemLinkType property
                          • Where to use queries
                            • C/AL code
                            • Charts
                            • Web services
                            • External applications
                              • Excel and PowerPivot
                          • Query performance
                          • Summary
                          • Chapter 13: Applications Included in Dynamics NAV
                            • Jet Reports Express
                              • Downloading Jet Reports Express
                              • Installing Jet Reports Express
                                • Installing Jet Reports Express on client machines
                                • Installing Jet Reports Express on Dynamics NAV 2013
                              • Configuring Jet Reports Express
                              • Creating your first Jet Reports Express report
                                • Adding filters
                              • Analyzing the data
                              • Using Jet Reports to retrieve data
                            • Zetadocs Express
                              • Installing the Zetadocs client
                              • Adding Zetadocs Sharepoint Extensions
                              • Importing NAV objects into Microsoft Dynamics NAV
                              • Configuring Zetadocs in Dynamics NAV
                              • Installing the Zetadocs help files
                            • Summary

                            Laura Nicolàs Lorente

                            Laura Nicolàs Lorente started to work with Dynamics NAV back in 2005, first in the support department, mostly solving functional issues and doubts. She soon jumped to full deployment: consulting, analysis, development, implementation, migration, training, and support. Right from the beginning she realized that it was very important for a Dynamics NAV consultant to have a deep knowledge of business workflows. Technical skills are just not enough. So she started to train herself accounting, taxation, supply chain, logistics, and so on. She discovered a whole new world and she found it very interesting. After having enough consultancy experience, she got to manage the first project on her own. And then she realized that tech and business knowledge is not enough: she also needed management skills. This is why after reading different management books and trying different approaches on the projects she worked on, she decided to deepen her knowledge by taking a Masters in Project Management. She is now transitioning to Agile Management and Agile Development for better project success. She continues her training in the three areas (tech, business workflows, and management) whenever she gets the chance. The net is a huge source of inspiration for her: groups, forums, blogs, books, and so on. She also contributes by sharing her knowledge and experience with the Spanish Dynamics NAV community. Laura is also co-author of the book Implementing Microsoft Dynamics NAV 2013, which had really good comments coming from different Dynamics NAV experts.

                            Cristina Nicolàs Lorente

                            Cristina Nicolàs Lorente has been working with Dynamics NAV since 2005. She started in the ERP world as a developer, but soon evolved to a complete Dynamics NAV professional, doing all the tasks involved in Dynamics NAV implementation: consultancy, analysis, development, implementation, training, and support to end users. When Cristina started developing solutions for Dynamics NAV she had no idea about accounting or about any kind of business workflows. They don't teach those kind of things for a technical university career. Soon she discovered that it is important to know the set of tools used, but even more important to understand the meaning of whatever you develop. Without knowing the accounting rules, practices, and legal requirements, it is impossible to develop useful accounting functionalities even if you are the best developer. Only when you fully understand a company's processes you will be able to do the appropriate de velopments. Having that in mind, she has taken courses in Accounting, Warehouse Management, and Operations Management. She is also willing to take courses on any other company related topics. She thinks that the best way to learn is to teach what you are learning to someone else. She has actually learned almost everything she knows about Dynamics NAV by responding to user questions on internet forums, by writing a blog about Dynamics NAV, and of course by writing the book you have in your hands. When you have to write about something, you have to experiment, try, investigate, and read. It is definitely the best way to learn. Cristina is also co-author of the book Implementing Microsoft Dynamics NAV 2013, which had really good comments coming from different Dynamics NAV experts.
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                            Errata

                            - 1 submitted: last submission 17 Apr 2013

                            Errata type: typo | Page number: 10 | Errata date: 17 April 2013

                            This line

                            Dynamics NAV was first eveloped by a Danish firm and the program was called Navision A/S.

                            Should be

                            Dynamics NAV was first developed by a Danish firm and the program was called Navision A/S.

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                            You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

                            Frequently bought together

                            Implementing Microsoft Dynamics NAV 2013 +    Programming Microsoft Dynamics® NAV 2013 =
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                            What you will learn from this book

                            • Discover the basics of Dynamics NAV functionality in all areas
                            • Explore  the different ways to access the application – RTC client, web client, Sharepoint Portal Framework, Web Services, or NAS
                            • Learn new functionalities such as Assembly Management or Background Posting
                            • Get a view of new technology features
                            • Understand how Dynamics NAV is structured and how data flows through the application
                            • Learn about the steps and phases needed to perform NAV implementations
                            • Find out about efficient developing for Dynamics NAV

                            In Detail

                            Microsoft Dynamics NAV 2013 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 and purchases processing, logistics, or manufacturing. But it also allows companies to grow the application by customizing the solution to meet specific requirements.

                            "Implementing Microsoft Dynamics NAV 2013" explains all you need to know to successfully handle your first Dynamics NAV 2013 implementation. You will learn what the application can do out of the box, how you can extend it to meet any kind of requirements, and how to manage real implementation projects with real customers.

                            This book does not only cover typical topics when implementing the new version of an ERP system; topics that are not found in any previous documentation of Dynamics NAV, such as the implementation process at the customer side, or implementing functional changes on existing Dynamics NAV implementations are included in here. This approach makes this book different.

                            After reading "Implementing Dynamics NAV 2013" you will be empowered with the skills and knowledge you need for successful implementations.

                            Approach

                            This book is step-by-step guide to implementing Dynamics NAV from start to finish.

                            Who this book is for

                            If you are new to Dynamics NAV or have been implementing it for a while, the book will lead you from start to finish, teaching you how to deploy valuable implementations. This book is also for Dynamics NAV implementation consultants, project managers, and developers that want to get a deep view of what Dynamics NAV 2013 can offer, as well as NAV developers that want to learn more about the whole application. IT managers considering the implementation of Dynamics NAV 2013 in their organizations will fully understand what to expect and how to accomplish it upon reading this book.

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