Book description
Explore the capabilities of Dynamics NAV 2016 and discover all you need to implement it
Key Features
- [*] Learn the key roles of your Dynamics NAV partner and the roles within your customer’s organization
- [*] Create configuration packages and perform data migration on your own
- [*] Find out how to troubleshoot your problems effectively with your Dynamics NAV partner
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.
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
Who this book is for
This book is for Dynamics NAV partners and end users who want to know everything about Dynamics NAV implementations. It is aimed at those who want to be project managers or get involved with Dynamics NAV, but do not have the expertise to write code themselves.
Table of contents
-
Implementing Microsoft Dynamics NAV Third Edition
- Table of Contents
- Implementing Microsoft Dynamics NAV Third Edition
- Credits
- About the Authors
- About the Reviewers
- www.PacktPub.com
- Preface
-
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
-
2. What's New in NAV 2016?
-
Application changes
- Improvements for the application users
- 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
- IT changes
- Summary
-
Application changes
- 3. Dynamics NAV – General Considerations
- 4. The Implementation Process – From the Reseller
- 5. The Implementation Process on the Customer Side
-
6. Migrating Data
-
Tools to migrate data
- RapidStart Services
- Using XMLports to migrate data
- Writing your own tools
- 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
-
Tools to migrate data
-
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
- 8. Development Considerations
- 9. Functional Changes on Existing Implementations
- 10. Data Analysis and Reporting
- 11. Debugging
- 12. Popular Reporting Options with Microsoft Dynamics NAV
- Index
Product information
- Title: Implementing Microsoft Dynamics NAV - Third Edition
- Author(s):
- Release date: April 2016
- Publisher(s): Packt Publishing
- ISBN: 9781784397555
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