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MEMBERSHIP HAS ITS BENEFITS
@NAVUG 1
MICROSOFT DYNAMICS NAV 2016
‘A USERS GUIDE’
July 1st 2016 NAVUG networking event
Lond...
KEYNOTE
Christos Pittis
Microsoft Dynamics Lead Consultant
Ocean Dynamics GRP Ltd
9 years of experience
Microsoft Certifie...
TOPICS
• Our journey to Microsoft Dynamics NAV 2016
• Areas of potential performance improvements to your Microsoft
Dynami...
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 incl...
DIAGNOSTIC AND ANALYSIS PHASE
1. Benefits in moving to a later version
2. Business processes and procedures
3. Define the ...
SHOULD YOU BE ON THE LATEST RELEASE OF NAV?
1. Microsoft Support Lifecycle
2. Microsoft Dynamics Roadmap
3. Keep up to dat...
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 th...
WHEN IS AN UPGRADE BETTER THAN A RE-IMPLEMENTATION?
1. Highly bespoke application – More than 150 hours of
customisations
...
DESIGN PHASE
@NAVUG 12
Do’s Don'ts
Invite key users with the right skills Undervalue the design process
Deal with project ...
DEVELOPMENT PHASE
@NAVUG 13
Do’s Don’ts
Development team - Appoint a
Lead Developer
Ignore non-functional requirements
Ens...
OPERATION PHASE
@NAVUG 14
Do’s Don'ts
Explain the need for project
closure
Forget to clear all pending items
Finalise know...
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,...
ELECTRONIC DOCUMENTS
The generic version of Microsoft Dynamics NAV
supports receiving electronic invoices and credit
memos...
POSTING PREVIEW
On every document and journal that can be
posted, you can choose the Preview Posting
button to review the ...
MICROSOFT SOCIAL ENGAGEMENT
Microsoft Dynamics NAV integrates with
Microsoft Social Engagement and can be
made available o...
UNIVERSAL APP ON ALL YOUR DEVICES
The app displaying the Microsoft Dynamics NAV Tablet client and Microsoft
Dynamics NAV P...
CREATE A MAINTENANCE PLAN
Maintenance plans create a workflow of the tasks required to make sure that your
database is opt...
CREATE A MAINTENANCE PLAN
 Using Management Studio, you can
create these maintenance plans in one
of two ways:
• Maintena...
DATA DELETION
@NAVUG 23
CUMULATIVE UPDATES AND SERVICE PACKS
By installing cumulative updates and service packs
the functionality and the performa...
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"

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I was delighted to be speaking at the NAVUG networking event hosted at the Arsenal Football Club PLC on the 1st of July 2016.
My approach was more of an NAV upgrade story than any sales pitch so I have discussed the following 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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Microsoft Dynamics NAV 2016 - "A users guide"

  1. 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. 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. 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. 4. MEMBERSHIP HAS ITS BENEFITS @NAVUG 4 OUR JOURNEY TO MICROSOFT DYNAMICS NAV 2016
  5. 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. 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. 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
  8. 8. WHAT MICROSOFT SUGGESTS @NAVUG 8
  9. 9. WHAT HAPPENS MOST OF THE TIME IN REAL LIFE Re-implementation @NAVUG 9
  10. 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. 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. 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. 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. 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. 15. MEMBERSHIP HAS ITS BENEFITS @NAVUG 15 AREAS WHERE YOU CAN POTENTIALLY INCREASE PERFORMANCE TO YOUR NAV ENVIRONMENT
  16. 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. 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. 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. 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. 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. 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. 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
  23. 23. DATA DELETION @NAVUG 23
  24. 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. 25. MEMBERSHIP HAS ITS BENEFITS @NAVUG 25 KNOWLEDGE BASES & COMMUNITY FORUMS
  26. 26. MIBUSO @NAVUG 26
  27. 27. CUSTOMER SOURCE @NAVUG 27
  28. 28. MICROSOFT DYNAMICS NAV COMMUNITY @NAVUG 28
  29. 29. MSDN @NAVUG 29
  30. 30. NAVUG @NAVUG 30
  31. 31. 365 TALENT PORTAL @NAVUG 31
  32. 32. THANK YOU @NAVUG 32
  • AnupamMaiti5

    Apr. 24, 2020
  • RAJADURAIRAMACHANDRA

    Sep. 19, 2017
  • EmoriKuruduadua

    Apr. 7, 2017
  • cpittis

    Jul. 2, 2016

I was delighted to be speaking at the NAVUG networking event hosted at the Arsenal Football Club PLC on the 1st of July 2016. My approach was more of an NAV upgrade story than any sales pitch so I have discussed the following 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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