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MEMBERSHIP HAS ITS BENEFITS
@NAVUG 1
MICROSOFT DYNAMICS NAV 2016
‘A USERS GUIDE’
July 1st 2016 NAVUG networking event
London, UK
The Arsenal Football Club
KEYNOTE
Christos Pittis
Microsoft Dynamics Lead Consultant
Ocean Dynamics GRP Ltd
9 years of experience
Microsoft Certified Professional (MCP)
Projects in the UK, Dubai, Cyprus,
Lebanon and Egypt
@NAVUG 2
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
@NAVUG
MEMBERSHIP HAS ITS BENEFITS
@NAVUG 4
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.
@NAVUG 5
DIAGNOSTIC AND ANALYSIS PHASE
1. Benefits in moving to a later version
2. Business processes and procedures
3. Define the scope of the project
4. Produce time and cost estimates
@NAVUG 6
SHOULD YOU BE ON THE LATEST RELEASE OF NAV?
1. Microsoft Support Lifecycle
2. Microsoft Dynamics Roadmap
3. Keep up to date with technology
4. Improve the performance of your daily tasks
@NAVUG 7
WHAT MICROSOFT SUGGESTS
@NAVUG 8
WHAT HAPPENS MOST OF THE TIME IN REAL LIFE
Re-implementation
@NAVUG 9
WHY WE WENT DOWN TO THE RE-IMPLEMENTATION ROUTE
1. Re-think the business procedures and operations
2. Easier because of the configuration packages
3. Less requirement for bespoke functionality
4. Increase database performance – transfer opening balances only
5. No ISV add-on solutions
@NAVUG 10
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 solutions
3. Current version is close to the latest release e.g. NAV 2015
to NAV 2016
4. Business operations and procedures remain unchanged
@NAVUG 11
DESIGN PHASE
@NAVUG 12
Do’s Don'ts
Invite 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
@NAVUG 13
Do’s Don’ts
Development 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
@NAVUG 14
Do’s Don'ts
Explain 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
MEMBERSHIP HAS ITS BENEFITS
@NAVUG 15
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.
@NAVUG 16
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
@NAVUG 17
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.
@NAVUG 18
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.
@NAVUG 19
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.
@NAVUG 20
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.
@NAVUG 21
CREATE A MAINTENANCE PLAN
 Using Management Studio, you can
create these maintenance plans in one
of two ways:
• Maintenance Plan Wizard
• Design surface
@NAVUG 22
DATA DELETION
@NAVUG 23
CUMULATIVE UPDATES AND SERVICE PACKS
By installing cumulative updates and service packs
the functionality and the performance of the
system improves.
@NAVUG 24
MEMBERSHIP HAS ITS BENEFITS
@NAVUG 25
KNOWLEDGE BASES & COMMUNITY FORUMS
MIBUSO
@NAVUG 26
CUSTOMER SOURCE
@NAVUG 27
MICROSOFT DYNAMICS NAV COMMUNITY
@NAVUG 28
MSDN
@NAVUG 29
NAVUG
@NAVUG 30
365 TALENT PORTAL
@NAVUG 31
THANK YOU
@NAVUG 32

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Microsoft Dynamics NAV 2016 - "A users guide"

  • 1. MEMBERSHIP HAS ITS BENEFITS @NAVUG 1 MICROSOFT DYNAMICS NAV 2016 ‘A USERS GUIDE’ July 1st 2016 NAVUG networking event London, UK The Arsenal Football Club
  • 2. KEYNOTE Christos Pittis Microsoft Dynamics Lead Consultant Ocean Dynamics GRP Ltd 9 years of experience Microsoft Certified Professional (MCP) Projects in the UK, Dubai, Cyprus, Lebanon and Egypt @NAVUG 2
  • 3. 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 @NAVUG
  • 4. MEMBERSHIP HAS ITS BENEFITS @NAVUG 4 OUR JOURNEY TO MICROSOFT DYNAMICS NAV 2016
  • 5. 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. @NAVUG 5
  • 6. DIAGNOSTIC AND ANALYSIS PHASE 1. Benefits in moving to a later version 2. Business processes and procedures 3. Define the scope of the project 4. Produce time and cost estimates @NAVUG 6
  • 7. SHOULD YOU BE ON THE LATEST RELEASE OF NAV? 1. Microsoft Support Lifecycle 2. Microsoft Dynamics Roadmap 3. Keep up to date with technology 4. Improve the performance of your daily tasks @NAVUG 7
  • 9. WHAT HAPPENS MOST OF THE TIME IN REAL LIFE Re-implementation @NAVUG 9
  • 10. WHY WE WENT DOWN TO THE RE-IMPLEMENTATION ROUTE 1. Re-think the business procedures and operations 2. Easier because of the configuration packages 3. Less requirement for bespoke functionality 4. Increase database performance – transfer opening balances only 5. No ISV add-on solutions @NAVUG 10
  • 11. 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 solutions 3. Current version is close to the latest release e.g. NAV 2015 to NAV 2016 4. Business operations and procedures remain unchanged @NAVUG 11
  • 12. DESIGN PHASE @NAVUG 12 Do’s Don'ts Invite 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
  • 13. DEVELOPMENT PHASE @NAVUG 13 Do’s Don’ts Development 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
  • 14. OPERATION PHASE @NAVUG 14 Do’s Don'ts Explain 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
  • 15. MEMBERSHIP HAS ITS BENEFITS @NAVUG 15 AREAS WHERE YOU CAN POTENTIALLY INCREASE PERFORMANCE TO YOUR NAV ENVIRONMENT
  • 16. 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. @NAVUG 16
  • 17. 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 @NAVUG 17
  • 18. 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. @NAVUG 18
  • 19. 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. @NAVUG 19
  • 20. 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. @NAVUG 20
  • 21. 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. @NAVUG 21
  • 22. CREATE A MAINTENANCE PLAN  Using Management Studio, you can create these maintenance plans in one of two ways: • Maintenance Plan Wizard • Design surface @NAVUG 22
  • 24. CUMULATIVE UPDATES AND SERVICE PACKS By installing cumulative updates and service packs the functionality and the performance of the system improves. @NAVUG 24
  • 25. MEMBERSHIP HAS ITS BENEFITS @NAVUG 25 KNOWLEDGE BASES & COMMUNITY FORUMS
  • 28. MICROSOFT DYNAMICS NAV COMMUNITY @NAVUG 28

Notas del editor

  1. Thanks for your time My name is Christos Pittis Today I am here to share my experiences as a NAV user and consultant so the following discussion will be more of a NAV upgrade story rather than any sales pitch. If you are on an earlier version of NAV and thinking about a move to a more recent version then I believe the next 45 minutes or so that we have together will be of some use.
  2. I have 9 years of NAV experience and I also hold an MCP on this application. I have participated in some large scale and diversified projects in my career, which has given me experience from Version 3.0 through to the latest release 2016. I work as a NAV implementation consultant for Ocean Dynamics, a Microsoft Gold Partner and have been asked to speak today as Arsenal are one of our clients.
  3. I will take you through the journey we’ve been in our company while upgrading from Microsoft Dynamics NAV 2009 to Microsoft Dynamics NAV 2016. Along with that I will bring to the table some areas of potential performance improvements to your Microsoft Dynamics NAV environment and lastly but not least I am going to present you my top 5 knowledge bases and forums. NAV has one of the strongest ERP communities and I can’t see no reason why we shouldn’t utilize the available resources to it’s full potential.
  4. Allow me to set the scene so we are on the same page. Our organisations consists of two very different businesses, with quite different operations and needs. Ocean Dynamics is a Gold Microsoft Dynamics NAV partner and TLM Group technology Ltd (our parent company) provides solutions to the fuel and convenience market. We are running NAV within Ocean and Zero within TLM.
  5. Having said that we also had to decide what project management methodology we were about to follow. As a NAV implementation partner Sure Step was the obvious choice. I personally prefer Microsoft Sure Step because it is designed specifically for Microsoft Dynamics solutions (NAV, AX, GP, SL, CRM). It offers templates, resources, guidance and case studies so I felt that this is a perfect match. Not to put the other Project Management Methodologies down, but Sure Step is a common place for all Dynamics NAV partners. It is flexible and adjustable depending on the size of the project and the timelines so we wanted to follow the best practices recommended but at the same time to put our own tweaks on it. I have found Sure Step to work well, especially in mid size organisations where there is the flexibility to have an agile approach as part of the delivery. Other processes such as Prince 2 I find more suited to larger based projects. So let me take you through the Sure Step phases and give you my experience (good and bad) at each stage.
  6. As you know there are 6 phases: Diagnostic, Analysis, Design, Development, Deployment and Operation The first two phases set the scene for the entire project. I want to spend some time going through my experience at this stage as the outcome will ultimately determine whether you decide to migrate or upgrade your NAV environment – there are good and bad reasons in doing both. The Deployment & Analysis phase is really designed to clarify: The business reasons why you would want to move to a later version of NAV Clarity on the business processes, which may be very separate to those that you currently operate within your business today The “end game” – ie what you will be able to do once the solution is in place And obviously what the investment is going to be.
  7. There a few well-grounded reasons why a company would not want to stay on a release for a long time. Microsoft Support Lifecycle policy provides consistent and predictable guidelines for product support availability when a product releases and throughout that product’s life. If I remember well Microsoft does not support versions prior to 2009 any more. Microsoft has officially published new Microsoft Dynamics NAV Roadmap and we can safely conclude that Microsoft is planning to push Dynamics NAV into cloud and they are putting so much of effort to introduce new functionalities. Keeping up with the technology is of a great importance, not only because there is no other option but also to (4) improve the performance of your daily tasks.
  8. Microsoft suggests if you are on the Role Tailored versions working on the 3 tier architecture concept, 2013, 2013R2 and 2015 you can upgrade directly to 2016. If you are sitting on a pre-Role Tailored release, 2009, 5.0, 4.0 then you should upgrade to 2013 as an intermediate step. For those who don’t remember, Microsoft introduced the Role Tailor client and 3 tier architecture in release 2013.
  9. In my experience as a consultant who has been involved with may upgrades, the common choice is to Re-implement. At a high level this is down to: Business making a decision to put in new processes as their business has changed since the last implementation. It doesn’t make sense to bring across old processes as part of an upgrade, which makes a re-implementation more practical and the safer option. You don’t have enough dedicated technical resources to support an upgrade
  10. Why we went down to the re-implementation route: We wanted to take this opportunity to implement a new business vision New migration tools were introduced so It’s easier to transfer and manipulate data The existing solution did not carry heavy customizations We wanted to end up with a lighter database so we transferred opening balances only No third party add-on solution were included in the current setup
  11. So, Upgrade or simply re-implement, and when is an upgrade better than a re-implementation? 1. Are there many customizations, and do we need them? 2. Are there any ISV solutions or integrations with third party applications, and do they support the target version? 3. What is the version of the source system and is there a clear upgrade path? 4. Do you want to redesign your business logic?
  12. I would like to share some do’s and don’ts according to what we have experienced as a team. Let’s start with the Design phase: 1. It is highly recommended inviting key users based on what functionality/modules are in scope 2. It’s easier and less cost effective if you deal with changes at this phase rather than when the implementation is done 3. Build users ownership of the project deliverables 4. It’s quite hard to make changes in a house once you build it, so pay enough attention to the architectural designs 5. Make sure you prepare adequate documentation 6. Update the project plan frequently. A project plan is a living document
  13. Development phase: 1. Clarify the lead Developer – without this you are likely to get several opinions and direction from different people – that makes it difficult to make a decision 2. The more testing you run the less issues may arise at the end user testing and that builds confidence 3. Agree a system for project changes. Changes are part of the project cycle so put your self to be aware what to do and how when that happens 4. Usually developers focus on what the system should do and ignore how the system should be (i.e. usability, maintainability, scalability, testability, etc.) 5. Don’t make assumptions, ask questions because that leads to reworks and delays 6. Prepare for the migration but start working on it in the Deployment phase so to avoid possible reworks.
  14. A project has a start and end and that’s the different with operations which is an ongoing process In that respect, make sure to effectively transfer knowledge to the users Document lessons learned for future reference and feedback. It’s not a “who’s fault exercise”. Clear all pending items so to increase the confidence about the system and your team’s intention to close the project Run a disaster recovery test After going live start the transition to support
  15. The following are new NAV 2016 features where you can potentially increase performance to your NAV environment.
  16. 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
  17. Electronic documents Microsoft Dynamics NAV supports receiving electronic invoices and credit memos in a specific format, which is supported by the largest providers of document exchange services. In addition to receiving electronic documents directly from trading partners, you can receive electronic documents from an OCR service that has turned your PDF or image files into electronic documents
  18. 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. That minimizes errors and the need for reversing transactions.
  19. 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.
  20. 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.
  21. Maintenance plans create a workflow of the tasks required to make sure that your database is optimized, regularly backed up, and free of inconsistencies.
  22. There are various best practices for SQL and I am not a SQL expert and my advice is not to underestimate this part. By using Management Studio, you can create maintenance plans and jobs. https://blogs.msdn.microsoft.com/nav/2010/09/28/microsoft-dynamics-navsql-server-configuration-recommendations/
  23. So you have had your Dynamics NAV system for a few years now and your data volumes have steadily grown and your reports become slower. So there’s two halves to this – the master data and the transactions. You can delete unnecessary data from the system thus making the database smaller and faster. What the data compression process does is delete the detail and replace it with one entry that keeps your current values correct making your data much smaller but still keeping the reporting integrity.
  24. By installing cumulative updates and service packs the functionality and the performance of the system improves.
  25. In this section I am recommending my top 5 Knowledge bases & community forums. Apologize if I omitted some of your favourites. I promise to include more in my next presentation.
  26. Mibuso is one of the oldest nav community sites and helps Microsoft Dynamics users and professionals to exchange ideas, tools and routines. It established in June 1999 and is one of the riches NAV libraries on the net. MIcrosoft BUsiness SOlutions -> MIBUSO
  27. Partners set the customer up against their account as able to access Customer Source and then they get sent an email with instructions to connect. The user must have a Microsoft live id set up before hand. In this site your can find official news and product updates directly from Microsoft.
  28. It is a great place to have your question answered and exchange ideas with experts.
  29. Find the latest resources for developers and how to questions
  30. NAVUG is a professional association focused on education and peer-to-peer networking. Microsoft Dynamics® users can connect with other Dynamics users and learn first-hand the best way to leverage the software they used every day.
  31. 365 Talent Portal was created by ex-Microsoft and Partner Leads in response to a clear need for a better hiring service for Microsoft Dynamics partners, end-users and professionals without the need for an intermediary. We thus provide a membership hiring model which is free of charge for consultants and costs only a small subscription fee for Dynamics customers & Microsoft partners. Quality is at the heart of everything we do. We provide a professional, personalised service to all of our partners, end-users and consultants, and strive to help our consultants become even better professionals. How it works We are a subscription-based company. It is free for consultants, while Clients/Partners pay a small subscription to become members and get access to all our resources. During your subscription period, you can hire as many people as you wish without paying us anything extra. You don’t have renew until you want to hire again. Consultants upload their profile and calendar availability and can search for projects published by hiring client companies, and contact them directly. Hiring companies search for and get in touch directly with consultants and post project requirements so that interested contractors can contact them directly. We also provide traditional recruitment services – but with more focus and less cost than agencies.