Just sharing my experiences in the Dynamics NAV (Navision) consulting world.
No information is so valuable that it cannot be shared with others.
When you first sign up for Microsoft Dynamics 365 For Business, you will get a very simple application that will most likely satisfy only the most basic accounting needs.
Using only the basic accounting functions is NOT the reason why you signed up for Dynamics 365 for Business. You signed up for D365 because you want an ERP software for the cost of an accounting software!
To unlock the full feature of Dynamics 365 for Business, you will need to do the following:
Now when you open the sales order, you’ll be able to have the ability to print simple pick tickets to enabling full manufacturing and warehousing features of Dynamics NAV!
Change User Experience
You can see the difference in the sales order heading when you leave the Experience as Basic verses Advanced.
Sales Order Page on Basic Setting on D365
Here’s with the Advanced Setting
Sales Order Page with Advanced Setting in D365
There are a lot more features that are unlocked when you change the Experience. For most businesses that signed up for D365 in the first place, I can’t imaging them sticking with the Basic user experience.
Nonetheless, contact your solution provider to find out more features between the difference experiences.
Enjoy the ride!
Here’s a quick video about doing a physical inventory count in Dynamics NAV (or Dynamics 365) when you have the Directed Pick and Put-away feature turned on.
There are basically 5 steps:
Note that this video assumes you do not have ADCS (wireless barcode scanner) setup to do physical count.
So this morning, I get an e-mail with the following:
On initial look, the e-mail is implying Microsoft has decided to kill Dynamics NAV (which was rebranded into Dynamics 365 Finance and Operation, Business Edition).
Look how it’s worded specifically about “Microsoft decision to kill Dynamics 365 Business Edition model”. Which implies Microsoft is killing NAV altogether. Then there’s a link that follows to a site where you need to register for a webinar for a company selling their cloud service.
Having a sudden heart attack, I immediately reached out to Marko Perisic to confirm the rumors. This was a direct opposite for what Microsoft, as a whole, is telling and spending hundreds of millions on. Seems really weird that they would just turn 180 degrees on their investment without any cataclysmic reasons to do so.
Needless to say, the statement from the marketing (and borderline phishing) e-mail is a flat out lie and is aimed to misdirect consumers. Unfortunately, fear is one of the marketing techniques companies use to sell you their products…
I later found out this is a play on what James Phillips (the new head of Microsoft Dynamics) mentioned about killing off the NAME business/enterprise to make it more streamlined. Goes to show you what every little things said by these people gets misinterpreted. It’s no wonder why these people in power are always so vague…
The truth of the matter is, Microsoft wants to simplify their NAMING of the products. They’re getting rid of the “Business” and “Enterprise” terminology in favor of something more… catchy. Or at least easier to read.
Let’s face it, Dynamics 365 for Finance and Operations, Business Edition or Dynamics 365 for Finance and Operations, Enterprise Edition doesn’t really catch anyone’s attention, rather, it confuses people more. What exactly is Business or Enterprise? What’s the difference? You can see how it adds complexity to a consumer’s decision making.
So I fully understand why Microsoft would want to rebrand or rename their products. But this is strictly a marketing thing, it doesn’t affect the products at all.
Alas… This is my gripe about the “dark side” of our industry. People will say anything, including instill false fear and publishing near-fake information as facts. All this just to make their sales quota…
Don’t worry, your Dynamcis NAV investment is safe. From our conversations, it looks like Dynamics AX and Dynamics NAV, interms of ERP, will be around for a long, long time.
This year, the Dynamics NAV Directions conference is held in a nice resort in Orlando. I always feel guilty about attending these conference nice resort hotel without my kids…
Overall the conference was a bit confusing for me as Microsoft had decided on the last minute to delay the release of the new version of Dynamics NAV “Tenerife”. This created a lot of confusion amongst partners and the people giving sessions on exactly what they’re trying to present.
The general sense of the sessions I’ve attended is that everything is still to be determined. Which made it a really frustrating event in that whatever I learn today, may be wrong tomorrow.
The breakout sessions didn’t help to clear things up, but here’s what we know:
The highlight of this conference was the closing session given by Marko Perisic. It was a heartfelt and unscripted speech regarding the future of NAV, the reseller/ISV channel, and the blood, sweat, tears, and joys of Microsoft employees that worked on the Tenerife project.
Marko firmly believes the future is bright for the Dynamics 365 for Finance and Operations, Business Edition. He is extremely proud of the product and what it can do for the customers.
From what they’ve showcased so far, although a ton of work still needs to be done, I’m extremely excited for this release as well. In addition to pricing competitiveness, it will be hard to see why customers would want to purchase NetSuite or Acumatica when Microsoft releases “Tenerife”.
If you haven’t already, get used to developing your custom code and addons for the Microsoft AppSource. There will be challenges on how you approach developing extensions and the pitfalls you will run into.
You will not be able to remove code from the core product and you will not be able to dictate the order in which your extension and other extensions should run. Those are all under the To Be Determined.
After doing ERP implementations with Dynamics NAV (aka Dynamics 365) for almost 2 decades (18 years to be exact…), you kind of know how to get things done.
Usually, when you prepare for a go-live during a software conversion, there are certain tasks and steps that absolutely have to be accomplished in a certain manner. There are certain things that you will also postpone until after you go live with the new system. Balancing what are absolulte musts and what can wait are what every legitimate project manager should do.
Another pitfall is spending countless hours talking about the exceptions and the wrong business process that ensues. Again, a legitimate NAV project leader should not take you down that path. From my experience one of the guarantee failures of taking a customer live is trying to “do too much”. Focusing on things that does not really matter to the business. As a legitimate Dynamics NAV (Dynamics 365) project manager, you should be well aware of what to be done and what shouldn’t be done when going live. On this subject, this is probably a separate article.
A week prior to, you begin to feel the nervousness about switching to a new system. Despite my assurance on how everything will be fine because we followed the plan, they will still feel very anxious. The anxiety in the air is so thick you can scoop it with a spoon.
When the live date approaches, we do our thing to do the final cut over to their legacy system to Dynamics NAV. Run through our check-list and have the customers go through their check-list.
The next day when people come in for work, you can tell they were ready. They were ready for this because that’s what they’ve prepared for.
About a few days after the customer is live with the new system, the most frequent response I get is:
“Yes, that’s it. You’re live with Dynamics NAV.” That’s the response I typically give in response with a smile. As I mentioned, going live with Dynamics NAV is the easy part.
This is the point where my anxiety begins to increase, little by little.
If the customer just transacts with their normal business process and their customers and vendors behaves the same way, then everything would be okay. But it never happens that way.
There are always new problems and challenges as time progresses. Businesses do not stand still.
A couple of of these issues after go live that will begin to raises my blood pressure are, but not limited to the following:
– Exception problems or problems that are just weird and unusual
– Things that were allowed from their old system that are no longer allowed in the new system (i.e. just deleting a posted transaction)
– People circumventing the agreed upon process
– Wanting to turn on new features
– The “I didn’t mention because it’s not that important” processes. Well… It’s important now.
The toughest portion for the end user is after they go live for about 2-3 weeks. This is when all of the weird processes and exceptions start occurring and they have to deal with problems using the new environment and new thinking. Problems where they could just change a few numbers or transactions in the old system quickly, but they can’t do that anymore.
This is the part where the problems gets interest, and quite frankly, more fun. This is also the part where most solution center do not focus on because it’s not as lucrative.
What you resolved with your NAV partner during a new implementation is what you’re currently doing and where you want to go. These are known problems that has been brought up and addressed during the design of the software.
What challenges you going to face in the future are what we haven’t spoken about. It’s tough to plan and have a solution for something that you don’t even know about.
Dynamics NAV is a very good system. It’s also a very strict system. When you have an accurate system, sometimes problems come up where it was not apparent before or been swept under the rug. The reason is because it’s not important enough to deal with on a daily basis. i.e. inventory inaccuracies on the bins or returns processing.
With an accurate system, all of these normal process that no one wants to deal with will become apparent and will require a correct process and procedure for. Sometimes, when addressing these annoyance, owners will be surprised that they need additional resources to manage those processes.
Most of the time, when left unaddressed, those problem will blow up like a huge volcano. Implementing Dynamics NAV prevents these volcano type problems because it needs to be tracked.
Compound to real problems arising after 2-3 weeks is that implementation consultants will have already left by then, patting themselves on the back on a job well done.
As much as I advise on budgeting enough time and money for post implementation support, they always go unheard. Most of the quote that they receive for new software implementation are only enough to take them live, not to address these more interesting problems after they’re live.
Going live with Dynamics NAV (aka Dynamics 365) is the easy part. What comes after will be the core of the challenge during the implementation lifecycle.