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Implementing Microsoft Dynamics 365 Business Central On-Premise

By : Alex Chow, Stefanetti

3.8 (5)

Implementing Microsoft Dynamics 365 Business Central On-Premise

3.8 (5)

By: Alex Chow, Stefanetti

Overview of this book

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.

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

Get in touch

Free Chapter

Exploring Dynamics NAV and MSDYN365BC – Overview

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 – An Overview

Microsoft Dynamics NAV 2018 – what's new

Application changes in Microsoft Dynamics NAV 2018

IT changes

Best features from previous releases of Microsoft Dynamics NAV

Summary

General Considerations

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

Implementation Process – Partner's Perspective

What is an implementation?

Methodology

Roles

Phases

Dynamics 365 Business Central implementation considerations

Summary

Implementation Process – Customer's Perspective

Implementation Process – Customer's Perspective

Definition of goals

Measuring goals

Defining internal processes and key users

Improve before automating

Getting the requirements

Define acceptable gaps and workarounds

Change management

Get involved in testing the system

Involve end users

Continuous follow-up

Summary

Migrating Data

Migrating Data

Tools for migrating data

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

Upgrading to Dynamics NAV and MSDYN365BC

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

Summary

Development Considerations

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

Source Control Management (SCM)

Publishing your apps on AppSource

Summary

Implementing Functional Changes

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

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

Debugging with Dynamics NAV and MSDYN365BC

The art of debugging

Debugging in Microsoft Dynamics NAV 2018 and in Microsoft Dynamics 365 Business Central on-premise

Placing breakpoints

Line-by-line execution

The Call Stack FactBox

The Watches FactBox

Debugging in the AL Development Environment

Summary

Popular Reporting Options

Popular Reporting Options

What is a query?

Query Designer

Business Charts

Web services

Microsoft Power BI

Jet Basics NAV (formerly Jet Express for Excel)

Microsoft Flow

Summary

Microsoft Dynamics 365 Business Central

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

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

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

Other Books You May Enjoy

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The Microsoft cloud model

The Microsoft cloud model is composed of a series of services, designed specifically for the cloud. All these applications and services can interact with one another, creating a dense network of services and opportunities. Every year, new services are launched, and now the offer is very wide and diversified.

Microsoft cloud services – a suite of applications

Microsoft cloud services are as follows: Azure, Azure Services, Azure IoT, Power Apps, Office 365 Suite, Cognitive Services, Cortana Intelligence, SharePoint, Power BI, Microsoft Flow, Microsoft Dynamics 365, and Microsoft Dynamics 365 Business Central.

Dynamics 365 Business Central (on-premise, SaaS)

Microsoft Dynamics 365 Business Central is a modern solution for modern businesses.

Microsoft Dynamics 365 Business Central (DYN365BC) connects business processes to help SMBs grow sales, manage finances, and streamline operations. It is designed as a true multitenant public cloud service (SaaS) running on Microsoft Azure. Customers can access the service on the web using Web client, or apps for Windows, iOS, or Android devices (https://www.microsoft.com/en-in/p/microsoft-dynamics-365-business-central/9nblggh4ql79?rtc=1&activetab=pivot:overviewtab).

Microsoft Dynamics 365 Business Central enables customers to upgrade their accounting software and legacy ERP systems with a single, comprehensive solution to manage core business processes across finances, operations, sales, and customer service. Along with its new capabilities, the application will include an all-new user experience so it is easy to get started with a familiar Microsoft Office 365 user interface, personalized feeds, and smart notifications.

Microsoft Dynamics 365 Business Central is based on the Microsoft Dynamics NAV platform and several other Microsoft services. Microsoft Dynamics 365 Business Central will present the full functionality of Microsoft Dynamics NAV under two different offerings (licensing model):

Essential:
- Financial management
- Supply chain
- CRM
- Human resources
- Project management
Premium (this covers essential, plus the following two additions):
- Service management
- Manufacturing

Microsoft Dynamics 365 Business Central's appearance is as follows:

Appearance of Microsoft Dynamics 365 Business Central

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