Laura Nicolàs Lorente - Implementing Microsoft Dynamics NAV 2013
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- Book:Implementing Microsoft Dynamics NAV 2013
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Discover all you need to know to implement Dynamics NAV 2013, from gathering the requirements to deployment
Overview
- Successfully handle your first Dynamics NAV 2013 implementation.
- Explore the new features that will help you provide more value to your customers.
- Full of illustrations and diagrams with clear step-by-step instructions and real-world tips extracted from years of experience.
In Detail
Microsoft Dynamics NAV 2013 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 and purchases processing, logistics, or manufacturing. But it also allows companies to grow the application by customizing the solution to meet specific requirements.
Implementing Microsoft Dynamics NAV 2013 explains all you need to know to successfully handle your first Dynamics NAV 2013 implementation. You will learn what the application can do out of the box, how you can extend it to meet any kind of requirements, and how to manage real implementation projects with real customers.
This book does not only cover typical topics when implementing the new version of an ERP system; topics that are not found in any previous documentation of Dynamics NAV, such as the implementation process at the customer side, or implementing functional changes on existing Dynamics NAV implementations are included in here. This approach makes this book different.
After reading Implementing Dynamics NAV 2013 you will be empowered with the skills and knowledge you need for successful implementations.
What you will learn from this book
- Discover the basics of Dynamics NAV functionality in all areas.
- Explore the different ways to access the application RTC client, web client, Sharepoint Portal Framework, Web Services, or NAS.
- Learn new functionalities such as Assembly Management or Background Posting.
- Get a view of new technology features.
- Understand how Dynamics NAV is structured and how data flows through the application.
- Learn about the steps and phases needed to perform NAV implementations.
- Find out about efficient developing for Dynamics NAV.
Approach
This book is step-by-step guide to implementing Dynamics NAV from start to finish.
Who this book is written for
If you are new to Dynamics NAV or have been implementing it for a while, the book will lead you from start to finish, teaching you how to deploy valuable implementations. This book is also for Dynamics NAV implementation consultants, project managers, and developers that want to get a deep view of what Dynamics NAV 2013 can offer, as well as NAV developers that want to learn more about the whole application. IT managers considering the implementation of Dynamics NAV 2013 in their organizations will fully understand what to expect and how to accomplish it upon reading this book.
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Copyright 2013 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: February 2013
Production Reference: 1130213
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-849686-02-0
www.packtpub.com
Cover Image by Jarek Blaminsky (<>)
Authors
Laura Nicols Lorente
Cristina Nicols Lorente
Reviewers
Dhan Raj Bansal
Steven Renders
Tony Hemy
Acquisition Editor
Mary Nadar
Lead Technical Editor
Ankita Shashi
Technical Editors
Jalasha D'costa
Veronica Fernandes
Soumya Kanti
Veena Pagare
Hardik Soni
Copy Editors
Brandt D'Mello
Insiya Morbiwala
Aditya Nair
Laxmi Subramanian
Ruta Waghmare
Project Coordinator
Leena Purkait
Proofreaders
Aaron Nash
Lindsey Thomas
Lauren Tobon
Jonathan Todd
Indexer
Hemangini Bari
Graphics
Aditi Gajjar
Valentina D'silva
Production Coordinators
Aparna Bhagat
Nitesh Thakur
Prachali Bhiwandkar
Aditi Gajjar
Cover Work
Aparna Bhagat
Laura Nicols Lorente had first started working with Dynamics NAV back in 2005 in the support department, mostly solving functional issues and doubts. She soon jumped to full deployment, that is, consultation, analysis, development, implementation, migration, training, and support.
Right from the beginning, she realized that it was very important for a Dynamics NAV consultant to have a deep knowledge of business workflows. Technical skills were just not enough. So she started to train herself in accounting, taxation, supply chain, logistics, and so on. She discovered a whole new world and she found it very interesting.
After having enough consultancy experience, she got to manage the first project on her own. It was then that she realized that technical and business knowledge was not enough; she also needed management skills. This is why, after reading different management books and trying different approaches with the projects she worked on, she decided to deepen her knowledge by doing a Master's in Project Management. She is now transitioning to Agile Management and Agile Development for better success in projects.
She continues her training in three areastechnology, business workflows, and managementwhenever she gets the chance.
The Internet is a huge source of inspiration for her. She actively participates in group discussions, posts on forums and blogs, reads books, and so on. She also contributes by sharing her knowledge and experience with the Spanish Dynamics NAV community.
I would like to thank Rosa, my wife, for the patience she had while I was writing this book, and because she always believed I could do it. She encouraged me when times were hard and gave me the energy I needed to keep going.
I would also like to thank Cristina. She is my sister, my friend, and my colleague. We both wrote this book and had a great time together while writing and learning. I wish us many successful projects together, now and in the future.
Thanks to Josep Ma. I'm really grateful for all the talks and chats we have about projects, management, Agile methodology, and coaching. He helped me view projects with another perspective and pushed me to management.
I'm also grateful to those who encouraged me to start my own blog and get involved in the online community, and those who have read me during those years. The community helped me learn a lot and has given me great opportunities, such as writing this book.
I don't want to forget all my colleagues, managers, and customers who helped me grow, specially Mario, Nria, Germn, Noemi, Joan Carles, Gens and Ambre. Thanks to you all.
Cristina Nicols Lorente has been working with Dynamics NAV since 2005. She started in the ERP world as a developer but soon evolved into a complete Dynamics NAV professional, performing all the tasks involved in a Dynamics NAV implementation, such as consultancy, analysis, development, implementation, training, and support to end users.
When Cristina started developing solutions for Dynamics NAV, she had no idea about accounting or about any kind of business workflows. They don't teach that kind of thing in a technical university career. Soon, Cristina discovered that it is important to know the set of tools used but even more important to understand the meaning of whatever you develop. Without knowing the accounting rules, practices, and legal requirements, it is impossible to develop useful accounting functionalities even if you are the best developer. Only when you fully understand a company's process will you be able to do the appropriate developments.
With this in mind, Cristina has taken courses on accounting, warehouse management, and operations management. She is also willing to take courses on any other company-related topics.
Cristina thinks the best way to learn is to teach what you are learning to someone else. She has actually learned almost everything she knows about Dynamics NAV by responding to user questions on Internet forums, writing a blog about Dynamics NAV, and of course, writing the book you have in your hands. When you have to write about something, you have to experiment, try, investigate, and read. It definitely is a great way to learn.
I would like to thank Isabel, who supported me during this project. She has always believed in me and pushed me to find the time to invest in this book. Without her, this project would have been much more difficult than it turned out to be.
I would also like to thank Laura, my sister and colleague and the coauthor of this book, for always being positive about where you can reach with effort, discipline, and confidence in your own capabilities. She is the one who encouraged me to write this book.
A special thanks to Josep and Josep Maria. They have given me the opportunity to evolve professionally. They have always believed in me and given me the confidence needed to take my own steps and carry out my responsibilities.
The final thanks go to all my colleagues and customers, and also to all the people who helped me learn by posting questions on the forums. You have all contributed in developing me into the professional I am today.
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