Microsoft Dynamics NAV 2016 - "A users guide"

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MICROSOFT DYNAMICS NAV 2016‘A USERS GUIDE’

July 1st 2016 NAVUG networking event London, UK

The Arsenal Football Club

KEYNOTE

Christos PittisMicrosoft Dynamics Lead ConsultantOcean Dynamics GRP Ltd

9 years of experienceMicrosoft Certified Professional (MCP)Projects in the UK, Dubai, Cyprus, Lebanon and Egypt

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TOPICS

• Our journey to Microsoft Dynamics NAV 2016

• Areas of potential performance improvements to your Microsoft Dynamics NAV environment

• Areas for further reading and research

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OUR JOURNEY TO MICROSOFT DYNAMICS NAV 2016

PROJECT MANAGEMENT METHODOLOGY

Microsoft Sure Step

Microsoft Dynamics Sure Step provides a complete methodology. This includes project management discipline and field-tested best practices, plus user-friendly tools that can help you deploy, migrate, configure, and upgrade Microsoft Dynamics products.

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DIAGNOSTIC AND ANALYSIS PHASE

1. Benefits in moving to a later version2. Business processes and procedures3. Define the scope of the project4. Produce time and cost estimates

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SHOULD YOU BE ON THE LATEST RELEASE OF NAV?

1. Microsoft Support Lifecycle2. Microsoft Dynamics Roadmap3. Keep up to date with technology4. Improve the performance of your daily tasks

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WHAT MICROSOFT SUGGESTS

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WHAT HAPPENS MOST OF THE TIME IN REAL LIFE

Re-implementation

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WHY WE WENT DOWN TO THE RE-IMPLEMENTATION ROUTE

1. Re-think the business procedures and operations2. Easier because of the configuration packages3. Less requirement for bespoke functionality4. Increase database performance – transfer opening balances only5. No ISV add-on solutions

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WHEN IS AN UPGRADE BETTER THAN A RE-IMPLEMENTATION?

1. Highly bespoke application – More than 150 hours of customisations

2. Multiple or large ISV add-on solutions3. Current version is close to the latest release e.g.

NAV 2015 to NAV 20164. Business operations and procedures remain

unchanged

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DESIGN PHASE

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Do’s Don'tsInvite key users with the right skills

Undervalue the design process

Deal with project issues and changes

Accept inadequate documentation

Ensure there is clarity of ownership against project deliverables

Forget to keep the project plan up to date. It is a living document – not static

DEVELOPMENT PHASE

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Do’s Don’tsDevelopment team - Appoint a Lead Developer

Ignore non-functional requirements

Ensure you have intensive solution testing

Make assumptions, ask questions

Agree a process for project changes

Start the data migration in this phase

OPERATION PHASE

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Do’s Don'tsExplain the need for project closure

Forget to clear all pending items

Finalise knowledge transfer Forget to run a disaster recovery test

Document lessons learned Forget to plan for the transition to support

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AREAS WHERE YOU CAN POTENTIALLY INCREASE PERFORMANCE TO YOUR NAV ENVIRONMENT

WORKFLOWS

You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps.

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ELECTRONIC DOCUMENTS

The generic version of Microsoft Dynamics NAV supports receiving electronic invoices and credit memos in the PEPPOL format, which is supported by the largest providers of document exchange services

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POSTING PREVIEW

On every document and journal that can be posted, you can choose the Preview Posting button to review the different types of entries that will be created when you post the document or journal.

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MICROSOFT SOCIAL ENGAGEMENT

Microsoft Dynamics NAV integrates with Microsoft Social Engagement and can be made available on customers, vendors, and items. You set up Microsoft Social Engagement for a specific record to monitor and collect data based on specific search criteria on different types of social media.

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UNIVERSAL APP ON ALL YOUR DEVICES

The app displaying the Microsoft Dynamics NAV Tablet client and Microsoft Dynamics NAV Phone client is targeted at users in small and medium sized businesses that want to access data from a tablet or a phone. Some of the advantages of offering this solution are portability and flexibility, when the user is away from the desk, on the train, between meetings, passing time and so on.

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CREATE A MAINTENANCE PLAN

Maintenance plans create a workflow of the tasks required to make sure that your database is optimized, regularly backed up, and free of inconsistencies. The Maintenance Plan Wizard also creates core maintenance plans, but creating plans manually gives you much more flexibility.

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CREATE A MAINTENANCE PLAN

Using Management Studio, you can create these maintenance plans in one of two ways: • Maintenance Plan Wizard• Design surface

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DATA DELETION

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CUMULATIVE UPDATES AND SERVICE PACKS

By installing cumulative updates and service packs the functionality and the performance of the system improves.

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MEMBERSHIP HAS ITS BENEFITS

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KNOWLEDGE BASES & COMMUNITY FORUMS

MIBUSO

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CUSTOMER SOURCE

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MICROSOFT DYNAMICS NAV COMMUNITY

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MSDN

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NAVUG

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365 TALENT PORTAL

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THANK YOU

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