You're reading from Microsoft Dynamics NAV Implementing ERP Systems

Product type Course

Published in Mar 2017

Publisher Packt

ISBN-13 9781788298704

Length 1235 pages

Edition 1st Edition

Languages

Tools

Dynamics 365

Concepts

Enterprise Resource Planning

Authors (6):

David Roys

Marije Brummel

Christopher Studebaker

Cristina Nicolas Lorente

David Studebaker

Laura Nicol√†s Lorente

+2 more

View More author details

Table of Contents (264) Chapters

Preface

1. What this learning path covers FREE CHAPTER

2. What you need for this learning path

3. Who this learning path is for

4. Reader feedback

5. Customer support

6. Part 1. Module 1

7. Chapter 1. Exploring Microsoft Dynamics NAV – An Introduction

8. Understanding Microsoft Dynamics NAV

9. The functional areas within Dynamics NAV

10. History of Dynamics NAV

11. Functional areas

12. Accessing Dynamics NAV

13. Summary

14. Chapter 2. What's New in NAV 2016?

15. Application changes

16. Development changes

17. IT changes

18. Summary

19. Chapter 3. Dynamics NAV – General Considerations

20. The data model

21. No save button

22. The posting routines

Posted data cannot be modified (or deleted)

23. Navigating through your data

24. Real-time data gathering – the SIFT technology

25. Everything leads to accounting

26. The Dynamics NAV database

27. Summary

28. Chapter 4. The Implementation Process – From the Reseller

29. What is an implementation?

30. Methodology

31. Roles

32. Phases

33. Summary

34. Chapter 5. The Implementation Process on the Customer Side

35. Definition of goals

36. Measuring goals

37. Defining the internal processes

Questions to be asked

38. Improve before automating

39. Getting the requirements

40. Change management

41. Get involved in testing the system

42. Involve end users

43. Summary

44. Chapter 6. Migrating Data

45. Tools to migrate data

46. Converting data from the old system to Dynamics NAV's needs

Fields particular to Microsoft Dynamics NAV

47. Master data

48. Open entries

49. Historical data

50. Open documents

51. Choosing a go-live date

52. Summary

53. Chapter 7. Upgrading Microsoft Dynamics NAV

54. Upgrading philosophy

55. Upgrades prior to Dynamics NAV 2013

56. Upgrades from Dynamics NAV 2013 forward

57. Upgrading process checklist

58. Upgrading steps to NAV 2013

59. Upgrading tools

60. Summary

61. Chapter 8. Development Considerations

62. Setup versus customization

63. Data model principles

64. The posting process

65. Where to write customized code

66. Formatting customized code

67. Summary

68. Chapter 9. Functional Changes on Existing Implementations

69. General guidelines

70. What is a functional change?

71. Interactions with other functionalities

72. Writing a to-do list to implement a change

73. Choosing the right time

74. Planning the change

75. Summary

76. Chapter 10. Data Analysis and Reporting

77. Using filters and FlowFilters

78. Creating views

79. Statistics

80. Charts

81. Using reports

82. Account schedules

83. Analysis views

84. Extracting data

85. Understanding report development

86. Summary

87. Chapter 11. Debugging

88. The art of debugging

89. Debugging in Dynamics NAV 2016

Break Rules

90. Placing breakpoints

91. Line-by-line execution

92. The Call Stack FactBox

93. The Watches FactBox

94. Summary

95. Chapter 12. Popular Reporting Options with Microsoft Dynamics NAV

96. What is a query?

97. Query Designer

98. Charts

99. Web services

External applications

100. Power BI

101. Jet Reports Express

102. Summary

103. Part 2. Module 2

104. Chapter 1. An Introduction to NAV 2015

105. NAV 2015 – an ERP system

106. Significant changes in NAV 2015

107. A developer's overview of NAV 2015

108. Hands-on development in NAV 2015

109. Summary

110. Review questions

111. Chapter 2. Tables

112. An overview of tables

113. Enhancing our sample application

114. Types of tables

115. Summary

116. Review questions

117. Chapter 3. Data Types and Fields

118. Basic definitions

119. Fields

120. Data types

121. FieldClass property options

122. Filtering

123. Summary

124. Review questions

125. Chapter 4. Pages – The Interactive Interface

126. Page design and structure overview

127. Types of pages

128. Page Designer

New Page Wizard

129. Page components

130. WDTU Page Enhancement – part 1

131. Page controls

132. WDTU Page Enhancement – part 2

133. Page Actions

134. Learning more

135. Summary

136. Review questions

137. Chapter 5. Queries and Reports

138. Queries

139. Reports

140. Report components – overview

Report structure

141. Report data flow

142. Report components – detail

143. Creating a Report in NAV 2015

144. Summary

145. Review questions

146. Chapter 6. Introduction to C/SIDE and C/AL

147. Understanding C/SIDE

148. C/AL syntax

149. Some simple coding modifications

150. Finishing the processing code

151. Summary

152. Review questions

153. Chapter 7. Intermediate C/AL

154. C/AL Symbol Menu

155. Internal documentation

156. Validation functions

157. Date and Time functions

158. Data conversion and formatting functions

159. FlowField and SumIndexField functions

160. Flow control

161. Input and Output functions

162. Filtering

163. InterObject communication

164. Enhancing the WDTU application

165. Summary

166. Review questions

167. Chapter 8. Advanced NAV Development Tools

168. NAV process flow

169. Role Center pages

170. XMLports

XMLport components

171. Web services

172. Summary

173. Review questions

174. Chapter 9. Successful Conclusions

175. Creating new C/AL routines

176. Multi-language system

177. Multi-currency system

178. Navigate

Modifying for Navigate

179. Debugging in NAV 2015

180. C/SIDE Test-driven development

181. Other Interfaces

182. NAV Application Server (NAS)

183. Client Add-ins

184. Customizing Help

185. NAV development projects – general guidance

186. Design for efficiency

187. Updating and upgrading

188. Supporting material

189. Summary

190. Review questions

191. Part 3. Module 3

192. Chapter 1. Introducing Dynamics NAV Patterns and Software Architecture

193. What do we mean by 'patterns'?

194. Microsoft Dynamics NAV Design Patterns

195. Patterns elements and hierarchy

196. Building blocks

197. Metadata

198. Base application

Functional processes

199. Summary

200. Chapter 2. Architectural Patterns

201. The Singleton Pattern

202. The Supplemental and Subsidiary Pattern

203. The Compound Pattern

Technical description

204. The Rules Pattern

205. The Master Data Pattern

206. The Journal Template-Batch-Line Pattern

207. The Entry Pattern

208. Document Pattern

209. The Argument table

210. Summary

211. Chapter 3. Design Patterns

212. The Entity State Pattern

213. The Select Pattern

214. The Number Series Pattern

215. Address Integration Pattern

216. Multi-Level Setup

217. Document History

218. Copy Document Pattern

219. Job Queue Entry Pattern

220. Dismissible dialogs and save preferences

221. Setup Update Pattern

222. Model-View ViewModel Pattern

223. Summary

224. Chapter 4. Building an Example Application Using Patterns

225. The design elements

226. The Pattern dependencies

227. Step one – Foundation

228. Step two – Master Data

229. Step three – Journals & Entries

230. Step four – Documents

231. The layered model

232. Summary

233. Chapter 5. Coding Best Practices

234. Coding guidelines

235. Class-Method-Property

236. Function libraries and interfaces

237. Natural Language Programming

238. Encapsulation

Override Functions

239. Façade

240. Hooks

241. Variant variables

242. Managing DLL

243. Summary

244. Chapter 6. Anti-patterns and Handling Legacy Code

245. Anti-patterns

246. Legacy code

247. Refactoring the C/AL Code

248. The boy scout rule

249. Summary

250. Chapter 7. Building Solutions Using Patterns

251. Building blocks

Applying Architectural Patterns

252. Creating the Table objects

253. Applying Design Patterns

254. Defining the methods

255. Writing the Code and Link methods

Creating the cleaning entries

256. Refactoring

257. Testing the application

258. Upgrading the application

259. Building our application

Building the result

260. Managing the source code

261. Summary

262. Bibliography

263. Index

Relationship Management

NAV's Relationship Management (RM) functionality is definitely the little sister (or, if you prefer, little brother) of the fully featured standalone Microsoft Customer Relationship Management (CRM) system. The big advantage of the NAV RM is its tight integration with NAV customer and sales data. For those who need the full Microsoft CRM, prior versions of NAV have had a module connecting it to NAV. The same connector has been released for NAV 2015.

Also falling under the heading of CRM is the NAV Service Management (SM) functionality. While the RM component shows up in the menu as part of sales and marketing, the SM component is identified as an independent function in the menu structure.

NAV functions that support RM are as follows:
- Marketing campaigns: Plans and manages promotions
- Customer activity tracking: Analyzes customer orders
- To do lists: Manages what is to be done and tracks what has been done
NAV functions that support SM are as follows:
- Service...

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Table of Contents (264) Chapters

Relationship Management

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