Implementing Microsoft Dynamics NAV - Third Edition

Explore the capabilities of Dynamics NAV 2016 and discover all you need to implement it
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Implementing Microsoft Dynamics NAV - Third Edition

Alex Chow

5 customer reviews
Explore the capabilities of Dynamics NAV 2016 and discover all you need to implement it
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Book Details

ISBN 139781784397555
Paperback492 pages

Book Description

Microsoft Dynamics NAV 2016 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, purchase processing, logistics, or manufacturing. It also allows companies to grow the application by customizing the solution to meet specific requirements.

This book is a hands-on tutorial on working with a real Dynamics NAV implementation. You will learn about the team from your Microsoft Dynamics NAV partner as well as the team within the customer’s company. This book provides an insight into the different tools available to migrate data from the client’s legacy system into Microsoft Dynamics NAV.

If you are already live with Microsoft Dynamics NAV, this books talks about upgrades and what to expect from them. We’ll also show you how to implement additional or expanding functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, debug error messages, and implement free third-party add-ons to your existing installation.

This book will empower you with all the skills and knowledge you need for a successful implementation.

Table of Contents

Chapter 1: Exploring Microsoft Dynamics NAV – An Introduction
Understanding Microsoft Dynamics NAV
The functional areas within Dynamics NAV
History of Dynamics NAV
Functional areas
Accessing Dynamics NAV
Summary
Chapter 2: What's New in NAV 2016?
Application changes
Development changes
IT changes
Summary
Chapter 3: Dynamics NAV – General Considerations
The data model
No save button
The posting routines
Navigating through your data
Real-time data gathering – the SIFT technology
Everything leads to accounting
The Dynamics NAV database
Summary
Chapter 4: The Implementation Process – From the Reseller
What is an implementation?
Methodology
Roles
Phases
Summary
Chapter 5: The Implementation Process on the Customer Side
Definition of goals
Measuring goals
Defining the internal processes
Improve before automating
Getting the requirements
Change management
Get involved in testing the system
Involve end users
Summary
Chapter 6: Migrating Data
Tools to migrate data
Converting data from the old system to Dynamics NAV's needs
Master data
Open entries
Historical data
Open documents
Choosing a go-live date
Summary
Chapter 7: Upgrading Microsoft Dynamics NAV
Upgrading philosophy
Upgrades prior to Dynamics NAV 2013
Upgrades from Dynamics NAV 2013 forward
Upgrading process checklist
Upgrading steps to NAV 2013
Upgrading tools
Summary
Chapter 8: Development Considerations
Setup versus customization
Data model principles
The posting process
Where to write customized code
Formatting customized code
Summary
Chapter 9: Functional Changes on Existing Implementations
General guidelines
What is a functional change?
Interactions with other functionalities
Writing a to-do list to implement a change
Choosing the right time
Planning the change
Summary
Chapter 10: Data Analysis and Reporting
Using filters and FlowFilters
Creating views
Statistics
Charts
Using reports
Account schedules
Analysis views
Extracting data
Understanding report development
Summary
Chapter 11: Debugging
The art of debugging
Debugging in Dynamics NAV 2016
Placing breakpoints
Line-by-line execution
The Call Stack FactBox
The Watches FactBox
Summary
Chapter 12: Popular Reporting Options with Microsoft Dynamics NAV
What is a query?
Query Designer
Charts
Web services
Power BI
Jet Reports Express
Summary

What You Will Learn

  • Study the roles within a Dynamics NAV partner and within a customer’s company
  • Create reusable data migration packages
  • Work with the debugger to pinpoint error messages
  • Get to grips with the key tables used in data reporting and analysis
  • Successfully upgrade your installation to the latest version
  • Manage and expand your existing installation with additional functionalities
  • Explore the free third-party add-ons that can leverage your existing installation

Authors

Table of Contents

Chapter 1: Exploring Microsoft Dynamics NAV – An Introduction
Understanding Microsoft Dynamics NAV
The functional areas within Dynamics NAV
History of Dynamics NAV
Functional areas
Accessing Dynamics NAV
Summary
Chapter 2: What's New in NAV 2016?
Application changes
Development changes
IT changes
Summary
Chapter 3: Dynamics NAV – General Considerations
The data model
No save button
The posting routines
Navigating through your data
Real-time data gathering – the SIFT technology
Everything leads to accounting
The Dynamics NAV database
Summary
Chapter 4: The Implementation Process – From the Reseller
What is an implementation?
Methodology
Roles
Phases
Summary
Chapter 5: The Implementation Process on the Customer Side
Definition of goals
Measuring goals
Defining the internal processes
Improve before automating
Getting the requirements
Change management
Get involved in testing the system
Involve end users
Summary
Chapter 6: Migrating Data
Tools to migrate data
Converting data from the old system to Dynamics NAV's needs
Master data
Open entries
Historical data
Open documents
Choosing a go-live date
Summary
Chapter 7: Upgrading Microsoft Dynamics NAV
Upgrading philosophy
Upgrades prior to Dynamics NAV 2013
Upgrades from Dynamics NAV 2013 forward
Upgrading process checklist
Upgrading steps to NAV 2013
Upgrading tools
Summary
Chapter 8: Development Considerations
Setup versus customization
Data model principles
The posting process
Where to write customized code
Formatting customized code
Summary
Chapter 9: Functional Changes on Existing Implementations
General guidelines
What is a functional change?
Interactions with other functionalities
Writing a to-do list to implement a change
Choosing the right time
Planning the change
Summary
Chapter 10: Data Analysis and Reporting
Using filters and FlowFilters
Creating views
Statistics
Charts
Using reports
Account schedules
Analysis views
Extracting data
Understanding report development
Summary
Chapter 11: Debugging
The art of debugging
Debugging in Dynamics NAV 2016
Placing breakpoints
Line-by-line execution
The Call Stack FactBox
The Watches FactBox
Summary
Chapter 12: Popular Reporting Options with Microsoft Dynamics NAV
What is a query?
Query Designer
Charts
Web services
Power BI
Jet Reports Express
Summary

Book Details

ISBN 139781784397555
Paperback492 pages
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