Book description
Implement Business Central and explore methods to upgrade to NAV 2018
Key Features
- Learn the key roles of Dynamics NAV partner and the roles within your customer's organization
- Create configuration packages and perform data migration
- Explore Microsoft Dynamics 365 Business Central to use Dynamics NAV 2018 functionalities in the Cloud
Book Description
Microsoft Dynamics Business Central is a full business solution suite and a complete ERP solution, which contains a robust set of development tools; these tools can help you to gain control over your business and can simplify supply chains, manufacturing, and operations. Implementing Microsoft Dynamics 365 Business Central On-Premise covers the latest features of Dynamics Business Central and NAV from the end users' and developers' perspectives. It also provides an insight into different tools available for implementation, whether it's a new installation or migrating from the previous version of Dynamics NAV.
This book will take you from an introduction to Dynamics NAV 2018 through to exploring all the techniques related to implementation and migration. You will also learn to expand functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, and implement free third-party add-ons to your existing installation. As you progress through the book, you will learn to work with third-party add-on tools. In the concluding chapters, you will explore Dynamics 365 Business Central, the new Cloud solution based on the Microsoft NAV platform, and techniques for using Docker and Sandbox to develop applications.
By the end of the book, you will have gained a deep understanding of the key components for successful Dynamics NAV implementation for an organization.
What you will learn
- Explore new features introduced in Microsoft Dynamics NAV 2018
- Migrate to Microsoft Dynamics NAV 2018 from previous versions
- Learn abstract techniques for data analysis, reporting, and debugging
- Install, configure, and use additional tools for business intelligence, document management, and reporting
- Discover Dynamics 365 Business Central and several other Microsoft services
- Utilize different tools to develop applications for Business Central
Who this book is for
Implementing Microsoft Dynamics 365 Business Central On-Premise is for Dynamics NAV partners and end users who want to know everything about Dynamics NAV implementation. This book is for you if you want to be a project manager or get involved with Dynamics NAV, but do not have the expertise to write code yourself. This book can also help you to understand the need to move to Business Central and its advantages.
Publisher resources
Table of contents
- Title Page
- Copyright and Credits
- Dedication
- About Packt
- Contributors
- Preface
-
Exploring Dynamics NAV and MSDYN365BC – Overview
- Understanding Microsoft Dynamics NAV
- Functional areas in Microsoft Dynamics NAV
- History of Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central
- Functional areas
- Accessing Microsoft Dynamics NAV
- The Microsoft cloud model
- Summary
-
Microsoft Dynamics NAV 2018 – An Overview
- Microsoft Dynamics NAV 2018 – what's new
- Application changes in Microsoft Dynamics NAV 2018
-
IT changes
- Microsoft Dynamics NAV Server administration tool
- Windows PowerShell – new and updated cmdlets
- Development changes (new and updated)
-
Functional changes
- Sales order to purchase order
- Assisted setup by wizards and manual setup
- User tasks
- Direct transfer orders
- Employee ledger entries
- Preconfigured Excel reports
- Edit in Excel feature
- Change Global Dimensions
- IC (intercompany) – automation of IC outbox and IC inbox
- Item charges – volume and weight
- EU GDPR support and data classification
- Microsoft Dynamics 365 for sales integration
- Microsoft Flow integration
- Power BI reporting integration
- Contact iterations in Microsoft Outlook
- Upgrade automation – an overview
- Enhancement in security and encryption
- Native integrations
-
Best features from previous releases of Microsoft Dynamics NAV
-
Best and updated application features
- RapidStart services improved
- Schedule reports
- Emailing documents
- Assisted setup
- Item attributes
- Job improvements
- Task scheduler
- Cortana Intelligence
- Document exchange service (OCR services)
- Exchange rate update
- Native integration with Microsoft Dynamics 365 (CRM)
- Workflow management
- Posting preview
- Deferrals
- Document reporting
-
Best and updated application features
- Summary
-
General Considerations
- The data model
- No save button
- The posting routines
- Navigating through your data
- Real-time data gathering – SIFT technology
- Everything leads to accounting
- The Date Compression toolkit
- The Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central database
- Microsoft Dynamics 365 Business Central – why upgrade to or adopt it?
- Summary
-
Implementation Process – Partner's Perspective
- What is an implementation?
-
Methodology
- The waterfall approach
- The agile approach
- Inside agile – Scrum overview
- Using the best of both
- Microsoft Dynamics Sure Step
- Roles
- Phases
- Dynamics 365 Business Central implementation considerations
- Summary
- Implementation Process – Customer's Perspective
-
Migrating Data
-
Tools for migrating data
-
RapidStart Services with configuration packages
- Creating a new company using PowerShell (in Microsoft Dynamics 365 Business Central on-premise)
- Changing the profile to RapidStart Services Implementer
- Using the RapidStart Services Wizard
- Working with configuration packages
- The configuration worksheet
- Using Excel templates
- Configuration templates
- The configuration questionnaire
- Using RapidStart Services from PowerShell
- Using XMLports to migrate data
- Writing your own tools
- APIs to import/export data
-
RapidStart Services with configuration packages
- Converting data from the old system to Microsoft Dynamics NAV's or Microsoft Dynamics 365 Business Central's needs
- Master data
- Open entries
- Historical data
- Open documents
- Choosing a go-live date
- Summary
-
Tools for migrating data
-
Upgrading to Dynamics NAV and MSDYN365BC
- Why to upgrade?
- Upgrading philosophy
- Upgrades prior to Microsoft Dynamics NAV 2013
- Upgrades after Microsoft Dynamics NAV 2013
- The upgrading-process checklist
- Upgrading steps for Microsoft Dynamics NAV 2013
- Upgrading tools
-
Upgrading from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central on-premise
- On-premises versus online environments – differences
-
Upgrading to Microsoft Dynamics 365 Business Central on-premise
- Upgrade ToolKit
- Case 1 – starting from Microsoft Dynamics NAV 2015/NAV 2016/NAV 2017/NAV 2018
- Case 2 – starting from Microsoft Dynamics NAV 5.0/NAV 2009 
- Case 3 – starting from Microsoft Dynamics NAV 2013
- Case 4 – starting from Navision Attain 3.70/MBS Navision 4.0
- How to upgrade to Microsoft Dynamics 365 Business Central on-premise
- Upgrade considerations for releases after Microsoft Dynamics NAV 2015
- Automating the upgrade process using sample Windows PowerShell scripts
- Upgrading to Microsoft Dynamics 365 Business Central SaaS
- Summary
-
Development Considerations
- Development in Microsoft Dynamics NAV and Business Central general concepts – setup versus customization
- Data model principles
- Personalization feature versus "In-client" Designer feature in Web client
- Development methods – the CSIDE Development Environment and the New Modern Development Environment
- The posting process
- Where to write customized code
- Formatting customized code
-
Development in Microsoft Dynamics 365 Business Central SaaS
- General considerations
- The new extension model (2.0)
- Naming guidelines for development
- Source Control Management (SCM)
- Publishing your apps on AppSource
- Summary
-
Implementing Functional Changes
- General guidelines
- What is a functional change?
- Interactions with other functionalities
- Writing documentation to implement changes 
- Choosing the "right time" to release and implement the changes, and analyzing the risks
- Planning the change
- Changes in Microsoft Dynamics 365 Business Central
- Summary
-
Data Analysis and Reporting
- Using Filters and FlowFilters
- Creating views
- Statistics
- Charts – representing data in graph form
- Using reports
- Scheduling a report
- Account schedules
- Analysis views
- Extracting data
- Understanding report development
- Summary
- Debugging with Dynamics NAV and MSDYN365BC
- Popular Reporting Options
-
Microsoft Dynamics 365 Business Central
- Microsoft Dynamics 365 Business Central specifics
- Comparing Microsoft Dynamics 365 Business Central with Microsoft Dynamics NAV
- Considerations on Dynamics 365 Business Central
-
Microsoft Dynamics 365 Business Central – October's major updates
-
The October release's best new features – technicals
- Microsoft Dynamics 365 Business Central on-premise is available
- Keyboard shortcuts
- Refreshed and modern desktop experience
- Improved search – TELL ME WHAT YOU WANT TO DO
- Filtering list and advanced filters
- Action bar replaces the ribbon
- Permission sets are editable
- Copy and paste
- Improved grids
- Updated Universal App
- Enhanced Microsoft Power BI embedded experience
- Hybrid deployment
- Dynamics 365 Business Central Admin Center on the CSP portal and telemetry
- Dynamics 365 Business Central Event Recorder
- The best new features of October's release – functionals
-
The October release's best new features – technicals
- Microsoft AppSource
- Get involved in communities and programs
- Microsoft Dynamics 365 Business Central on-premise
- Business Central data migration tools (RapidStart packages, intelligent cloud and APIs, and data migration extension)
- Dynamics 365 Business Central – integrations
- Summary
-
Working and Developing with Docker and Sandboxes
- Introducing Docker, sandboxes, and their benefits
- Using sandboxes for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central
- Using Docker for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central
- Summary
- Further considerations
- Other Books You May Enjoy
Product information
- Title: Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition
- Author(s):
- Release date: December 2018
- Publisher(s): Packt Publishing
- ISBN: 9781789133936
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