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Implementing Microsoft Dynamics NAV Third Edition
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Table of Contents
Implementing Microsoft Dynamics NAV Third Edition
Credits
About the Authors
About the Reviewers
www.PacktPub.com
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
1. Exploring Microsoft Dynamics NAV – An Introduction
Understanding Microsoft Dynamics NAV
The functional areas within Dynamics NAV
History of Dynamics NAV
Functional areas
Financial Management
General Ledger
G/L budgets
Account Schedules
Cash Management
Fixed Assets
VAT reporting and intrastat
Sales tax
Intercompany transactions
Consolidation
Multicurrency
Sales and 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
Accessing Dynamics NAV
Windows client
Web client
Tablet client
SharePoint client
Web Services
Development Environment
Summary
2. What's New in NAV 2016?
Application changes
Improvements for the application users
Cues with color indicator
Mandatory fields
Simplified user interface for small businesses
Tablet client
New application features
Automatic payment and bank reconciliation
Signing up for the Bank Data Conversion Service
Reconciling payments automatically
Reconciling bank statements automatically
Social Listening
Power Business Intelligence
RapidStart services
Schedule reports
E-mailing documents
Document exchange service (OCR Services)
Exchange rates update
Native integration with Dynamics CRM
Universal app
Workflow management
Posting Preview
Deferrals
Development changes
Document reporting
Upgrade automation – an overview
Upgrade automation – the application code
Upgrade automation – data
Enhancement in security and encryption
Changes to C/AL functions, data types, properties, and triggers
.NET interoperability
Enhancements in RoleTailored client control add-ins
IT changes
Dynamics NAV Server administration
Windows PowerShell cmdlets
Summary
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 the data verified?
The main drawback
The posting routines
Posted data cannot be modified (or deleted)
Navigating through your data
The Navigate functionality
Other ways to browse data
Sorting on list pages
Filtering for the data you need
Saving views for the filters you've set
Real-time data gathering – the SIFT technology
Everything leads to accounting
The Dynamics NAV database
The TableRelation property
Coded data rules
Summary
4. The Implementation Process – From the Reseller
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 Rapid project type
The Standard project type
The Enterprise project type
The Upgrade project type
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!
Post Implementation Support
Summary
5. The Implementation Process on the Customer Side
Definition of goals
Measuring goals
Defining the internal processes
Questions to be asked
Improve before automating
Getting the requirements
Change management
Get involved in testing the system
Involve end users
Summary
6. Migrating Data
Tools to migrate data
RapidStart Services
Creating a new company using PowerShell
Changing the profile to RapidStart Services Implementer
Using the configuration wizard
Creating a data conversion package
Creating a configuration package
Applying a configuration package
Configuration worksheet
Creating the migration structure
Copying related tables
Using Excel templates
Configuration templates
Creating a configuration template
Using configuration templates
Configuration questionnaire
Creating a configuration questionnaire
Completing the configuration questionnaire
Summarizing RapidStart Services
Using XMLports to migrate data
The XMLport structure
Running the XMLport
Writing code inside the XMLport
The document structure
Filling ...
