Introduction Navision is the ERP software solution by Microsoft, typically used by SMEs. Initially “Navision” was an accounting package developed by a Danish company founded in 1983 which, Microsoft acquired in 2002. Microsoft Dynamics ERP comprises of five primary products: Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL, and Microsoft Dynamics C5. Microsoft “Navision” product has seen several enhancements in its name, features and functionalities which include, “Navision Financials”, “Navision Solutions”, “Navision Attain”, “Microsoft Business Solutions”. Microsoft re-branded the product and called it Microsoft Dynamics NAV. The latest cloud offering of NAV is again rebranded as “Dynamics 365 Business Central” Microsoft has released a number of upgrade since its takeover. The latest upgrade being ‘Dynamics 365 Business Central’ after the NAV 2018 release. The latest version is built on some new technologies like Artificial Intelligence.
Why Microsoft Dynamics NAV?
Microsoft Dynamics NAV is specially designed to handle the interworking of an organization’s inventory, warehousing, financials, sales, manufacturing, purchases etc. under one system and get a proper idea of trends and business data through detailed and advanced reporting. Dynamics NAV has some great built in features that appeal to a huge number of industries. Below we will talk about the use of Dynamics NAV for different industries.
Prerequisites Implementing Microsoft Dynamics NAV
Once you selected Microsoft Dynamics NAV as an ERP software for your business, you will need to know how to evaluate the solution possibilities. ● How will Microsoft Dynamics NAV be able to fulfill your business’s requirements? The features and functions of NAV completely depends upon business processes. ● NAV can be customized according to your industry, business size etc. So, make sure what customizations you need before going for an implementation. ● Do you want to replace or upgrade? Are you aware of NAV vendors and partner’s current offerings and the latest technological trends? The pace of technology is very rapid so, you must read some industry reports and technology blogs before making a decision. ● Are you considering user adoption and technology integration? If yes, then you must ensure your IT team is involved during the evaluation process to ensure implementation go smoothly. ● Are you open for remotely-hosted system (On-Premise) or a cloud based one (On Cloud)
Challenges faced while implementing Dynamics NAV
How to select the right Dynamics NAV implementation partner? One of the first challenge faced while implementing an ERP software is finding the right NAV implementation partner for your business. How to set up an effective project structure? Implementation of Dynamics NAV depends upon your type of business. Planning and structuring your project is a crucial step before going for any software implementation. How to focus on business processes aligned to Dynamics NAV to minimize customisations and optimise processes in a controlled environment? While going through the implementation planning processes you need to define the specific business processes which need to be optimized through the ERP solution. Doing this will drastically reduce the amount of customizations needed for different business processes which will in turn reduce the cost and the time of the NAV implementation. How to ensure NAV is used correctly so that data and reports contain valuable and trustworthy information?
While importing or migrating the data from your previous database to Dynamics NAV one must ensure that there is no redundancy and duplicacy of the data so that only valuable trustworthy information is stored in your NAV database. Some more challenges faced in Implementing NAV ●
Inadequate definition of requirements ● Resistance to change ● Composition of Project team members ● Inadequate training ● Lack of Top Management commitment ● Unrealistic expectations ● Miscalculation of time and efforts ● Proper ERP package selection ● Proper communication and Project management Microsoft Dynamics NAV Features Easy to use Dynamics NAV has MS Office style interfaces which makes them easy and familiar to use. Adaptable Dynamics NAV is easily adaptable to your business requirements. Its easy built-in options and customization lets you fit the software to your business needs. Comprehensive Dynamics NAV covers all your ERP business needs whether it’s sales & marketing or financial marketing. Integration Integration capability with Microsoft Office, business intelligence, and web/portal software means you can benefit from technological advances across the entire Microsoft ecosystem.
If you are looking something industry-specific then Dynamics NAV is a good option. The software’s diverse third-party marketplace offers add-ons for specific industries like construction, manufacturing, healthcare and many more. Efficient The users of NAV software frequently find that they can accommodate significant business growth without adding more employees. Multi-platform Dynamics NAV can be deployed on-premise, on-cloud, on desktop or any mobile device. Fast ROI Due to its low-cost licensing and flexibility, Dynamics NAV consistently outperforms other ERP softwares in ROI surveys. Strong Partner Network A large number of businesses supports Dynamics NAV, giving customers a number of options for support. Microsoft Dynamics NAV provides a number of important features which includes supply chain management, financials, reporting service management and more such as: ● ● ● ● ● ● ● ● ● ● ● ●
Warehouse Management Ecommerce Business Intelligence & Analytics Mobile Sales Mobile Service Advanced Forecasting Inventory Management Project & Job Management Human Resource & Payroll Manufacturing Distribution Payroll
Microsoft Dynamics NAV Implementation Process Phase 1: Kick-off Meeting
This is the first and initial stage of any NAV implementation. The meeting is conducted in the presence of implementation team and sales team. Mainly Project manager is present from the client’s side. This meeting is done to identify the key deliverables. Phase 2: System Requirement Study with demo of the product Identifying, Analyzing and prioritizing the business process is done in this phase. Business Process documentation is done by identifying the business events. The processes are arranged into business scenarios that captures client’s requirements. During this study, concept demo is given. Key users are expected to explore the transaction which identifies GAP elements (transactions, fields, new requirement and process flows). Phase 3: Key User Training & Practice Key user training is provided by some the Microsoft Dynamics NAV implementation partners. This is done at initial stage. This training is done mainly with the presence of client’s Project Manager. This done to facilitate the training session between implementation team and key users. Phase 4: Go Live Preparation This is the phase where the Project Team deploys the final data with opening balances into the live environment at client’s end. Phase 5: Go Live and Support Mainly the business processes are supported on the new system with 2 weeks onsite and 2 weeks off site support. The success of this new system is directly proportional to the user’s effectiveness to operate it.
Centralized NAV implementation This centralized model offers a centrally managed system. One system or platform with one server that all companies log into. The local requirements like language packs, local fiscal requirements, specific developments, specific reports. Everything is managed by the central company supported by one Dynamics NAV partner.
De-centralized NAV implementation The decentralized model of deployment option is where several standalone instances of Dynamics NAV are implemented. With a decentralized setup, consistency and compatibility across all implementation is an issue. Thus, how control over customization and configuration is managed needs consideration.
There may be a holding company that consolidates information across the separate installations. Microsoft Dynamics NAV offers a flexible option of deployment like the hybrid approach where similar companies are grouped together in a single instance. This model supports multi-tiers consolidation.
Selecting global Dynamics NAV partners for implementation If you are choosing a totally decentralized model, then it is likely that local companies will choose to select their preferred partner. If the solution is centralized or there are common developments to be deployed, then is makes sense to work with a single partner. There are some projects which may require local support in many locations, for these there might be two options â€“ â—? To work with larger partner with presence in all locations â—? Or to work with a partner who can assist in putting together a syndicate of appropriate partners. The latter may seem like more work to manage and organize, however, this could also mean that it will give a greater scope of flexibility in choosing more appropriate partner for each location rather than having no choice outside selecting the main partner.
Organizations of which size can use Microsoft Dynamics NAV? No matter if you are a small, medium or large size company, Microsoft Dynamics NAV is used by all sizes., from single user to 7,000 + users. Microsoft has given two terms: Enterprise and SMB (Small to Medium Businesses). In US a medium sized business can be upto 1500 employees although more typically accepted to be upto 500; This is twice the size for a company in UK. Microsoft Dynamics NAV for different Industries
Dynamics NAV for Construction Industry The construction industry is considered to be very complex. It is therefore important that your IT department is updated and up to the mark to support the complex needs. Microsoft Dynamics NAV has a easy to use user interface with smooth implementation and an optimal connection with existing IT investments. The plus point of deploying Dynamics NAV as your ERP for business is that, NAV has an easy to use UI ( user interface ) with smooth implementation and an optimal connection with existing IT investments. Microsoft Dynamics NAV helps in optimizing functions of these departments of construction business: ● ● ● ● ● ● ● ●
Sales & Marketing Process Management Tender Management Financial Project Management Project Supply Chain Management Project Execution Management Human Resource Management Asset Management Business Intelligence
Dynamics NAV for Travel Industry Travel industry is flourishing today with increase in international demand and globalization of trade has lead to increase in travel companies. This increase has lead to the opportunities in tailoring new products and services that meet specific needs of the customers. With this increase in growth, the industry faces some challenges like sales automation, knowledge management, customer satisfaction, discount management, financial management and so on. To cope up with the above problems solutions like Dynamics NAV is a boon to Travel industry. Dynamics NAV helps in automating these processes. Dynamics NAV can be customized according to the requirements of the business. Benefits: Provides Good Integration: Dynamics NAV offers clear roadmap and helps in consolidating scattered data. It also helps in real-time integration with external systems and enhances collaboration and decision making of the management team.
Enhances Productivity: It helps in maintaining transparency in reports. Automated processes and integrated channels lead to improved visibility and greater efficiency for both employer and employees. Reduces Reporting Cycle: Dynamics NAV helps in generating customized and quick reports which helps in providing valuable business intelligence, better analysis and review.’ There are a number of partners who provide Dynamics NAV implementation for Travel industry. NAVTravel a customized Dynamics NAV developed by Alletec offers a single integrated business solution that helps organizations to increase operational efficiencies and streamlining business processes. Dynamics NAV for Real Estate Industry The Real Estate business is known to be complicated and unstructured. Real Estate developers have always had high dependence on brokers. High competition and increase in spending power of customer have made the needs of Customer Centricity and Broker Management crucial for success of any business. For managing the unstructured Real Estate business Dynamics NAV plays an important role. It helps in streamlining the business processes.
Some of the features of Dynamics NAV for Real Estate industry: ● Tenant and Lease Management ● Easy Budgeting and Reporting ● Automated Rent Collection ● Integrated CRM solution ● HOA Management ● MS Office and Outlook Integration Dynamics NAV can be implemented for real estate business with the help of some implementation partners . The other option is to outsource the implementation projects to dynamics partners overseas. Dynamics NAV for eCommerce industry e-Commerce business is one of the fast growing businesses. They are targeted to scale up more rapidly than the brick and mortar business. Scaling up the challenges require technology support for effectively addressed. Apart from having interactive customer facing portal e commerce businesses need high end erp solution for managing their back end operations. The software
solution should be capable of integrating front-end UX with backend operations for Order Fulfillment, Logistics and Customer Service, Supply-chain management, order processing, Warehouse Management etc. Thus Dynamics NAV for e-commerce companies becomes inevitable to survive in the fast and challenging environment. Dynamics NAV for e commerce can be customized according to your business requirements. You can integrate the website with Dynamics NAV which helps in quick and easy adjustment of page content and reduces the time spent on administration of the page. Maintenance of an online shop can be both time consuming and expensive. For easy and apt dynamics NAV integration , finding the right partner is necessary who provides timely integration and helps in reducing the overall operational costs. Dynamics NAV for Healthcare Industry Healthcare is currently a multi-billion dollar industry . Healthcare segment is witnessing emergence of modern technologies and this has led to expectation of better health care facilities, increased cost of medical care to patients. However, Disintegrated Patient Information, Inadequate Patient Responsiveness, Adhoc Sales Management are some of the challenges faced by healthcare providers. To tackle these problems faced by healthcare providers, softwares like Microsoft Dynamics NAV is extensively used. Microsoft Dynamics integrated healthcare management solutions makes it easier for doctors, nurses and administrators to share patient information for clinical decision purpose and cross-hospital case coordination as well as the financial data required to take critical business decisions. The software improves access to patient and organizational information, helps in reducing costs, streamline processes and increase patient satisfaction.
Dynamics NAV for Healthcare Industry: Benefits ● Dynamics NAV helps in getting real-time insight to expenditure and funding across multiple business units. ● Helps in managing payroll information with proper control and security. ● Give 24/7 access to payer/patient information on any device or web browser. ● Helps in increasing productivity by automation of tasks
Increase Patient Satisfaction ● Helps in coordinated delivery of patient care throughout the hospital with access to all patient records. ● Helps in developing efficient and effective case management. ● Helps in increasing time spent on patient focused activities.
Dynamics NAV for Manufacturing Industry With the help of Dynamics NAV Manufacturing companies can streamline processes and adapt quickly to changing demands according to the needs of the customers. Microsoft Dynamics NAV has functionality around Made-To-Stock, Made-To-Order in addition to Assemble-To-Order. The software also helps in creating and managing production orders and post consumption and output to the production orders with this manufacturing functionality within Dynamics NAV. For large enterprise businesses Microsoft has a product named Dynamics 365 Finance & Operations Enterprise edition. So, if you employ more than 1,000 employees, then you should be considering Dynamics 365 F&O. Whereas, in the case of small businesses they can go for Dynamics NAV-Business Central.
Dynamics NAV Pricing One of the first questions that a client has is “ How much does Dynamics NAV Implementation cost?”. It is difficult to answer in the first go for any Microsoft Dynamics NAV Implementation Partner. The cost of an ERP system is dependent on various factors such as business functionality requirements of the client followed by the number and the type of users. The Implementation costs of Dynamics NAV is calculated as a ratio of software to services. There are various factors affecting it as such as Type of Industry, Size, Complexity, third- party integrations, scope of effects and expected transaction volume. In the case of basic implementation with very less customizations and third party integrations, the implementation costs of Dynamics NAV would account a software to services ratio of 1:1. For companies with mid size structure and complexities, the implementation costs of Dynamics NAV would account a software to services ratio of 1 to 1.5- 2.5.
Dynamics NAV Versions Dynamics NAV, a known ERP system was developed in 1983 by a Danish Company and has a long history behind it. Before Microsoft acquired Navision, four versions i.e Navision 1.x, 2.x, 3.x and 4.x were released. In 2005, Microsoft rebranded the product as Microsoft Dynamics NAV with the release of NAV 5.x. All these are versions i.e 1.x, 2.x, 3.x, 4.x and 5.x aren’t supported by Microsoft anymore. But may be supported by some Dynamics NAV Implementation Partners. In 2008, Dynamics NAV 2009 was released with the Roletailored Client innovative technology. Currently NAV 2009 Service Pack 1 and NAV 2009 R2 have a extended support from Microsoft . With the release of Dynamics NAV 2013 in 2013, Microsoft Dynamics ERP product could now be hosted on Azure which is a cloud computing service of Microsoft. Both NAV 2013 and NAV 2013 R2 have a extended support from Microsoft. In 2014, Dynamics NAV 2015 was released with a new modern user interface and developed to be accessed through mobile devices. NAV 2015 has a mainstream support by Microsoft and NAV Implementation partners worldwide. Almost after a year, Microsoft released Dynamics NAV 2016 with a wide variety of new enhanced features to make the solution more faster to implement and easier to configure and user friendly. NAV 2016 is currently supported by Microsoft and NAV Implementation partners. With the release of Dynamics 2017, Integration with Sharepoint and Office 365 was now possible. Power BI which is a Business Intelligence Tool could be accessed through Office 365, could now help to easily create reports and dashboards using dataset of Dynamics NAV. NAV 2017 is currently supported by Microsoft and NAV Implementation partners. Microsoft’s first time move to make its most successful ERP software – Dynamics NAV Cloud ready with its recently launched NAV 2018 version. Dynamics NAV 2018 was released in 2017 with the introduction of Cognitive services based on Artificial Intelligence. This offering is an an upgrade to NAV 2018 on Cloud to SMBs to have global availability at any point, anytime and anywhere with greater flexibility and at lower upfront cost. All the customisations and ISV addons are fully supported on Cloud. In 2018, Microsoft released Dynamics 365 Business Central for SMBs which shares the same code base of Dynamics NAV 2018. It is the latest version of the Microsoft Dynamics NAV and it includes all the functionality of NAV and has some features of CRM. It is an end to end application which brings the full functionality of NAV to the cloud. Giving the flexibility of three deployment options i.e, on premise, cloud and hybrid, to the users to better fit any type of business requirements.
D365 Business Central is the new NAV. Now no more releases will be out under the flagship of Dynamics NAV umbrella. Microsoft continues to update and support NAV 2018 and D 365 Business Central on premise. Thus giving the option to non cloud users to continue to deploy their solution on premise if they feel that their business requirements are served best through it.
Is my Existing NAV Version Currently Supported by Microsoft? Every NAV version has its lifecycle start date as well as an end date. It is always advised to keep a regular check on your NAV version and stay up-to-date with the news release. Dynamics NAV 2018 has just dropped in the market. It can be inferred that former versions of NAV, i.e. other than NAV 2018 may sooner or later not get supported by Microsoft. The information about various NAV versions and important notes regarding different NAV version released so far, is presented to you in a tabular form below. For further information, you may also send a request for your query, regarding the same to Microsoft. The concerned email address is mentioned on their website.
Table Reference Link: https://support.microsoft.com/en-in/lifecycle/search/642 The support date of the version should end either post 24 months of the release of next service pack or at the end of the support lifecycle of the concerned NAV version. For more information, you can check the policy of the service pack.
Microsoft Dynamics NAV Modules
Financial Management: This module covers the accounting and finance solutions to track and analyse the business information. Through this module, businesses can manage their general ledger, payables, receivables, inventory, fixed assets, cash flow, bank reconciliation etc. All the financial processes that takes place across multiple currencies, locations and organisations are covered in this module. Human Resource: This module helps the HR to manage, organise and control all the information of the employees. A range of reports are extracted to analyse data on employees to track and handle them. Enough flexibility is given to add various functionalities as and when required to deploy with increase in manpower. Manufacturing:
With this module in Dynamics NAV Implementation, the business can boost its operational efficiency through effective production management which includes production orders, supply planning, demand forecasting, capacity requirements planning, bill of materials. With real-time and integrated information and flexible processes, it becomes easy to attend last minute changes and demands of the customers. Thus helping the business to explore new opportunities. Multi-site Operations: Dynamics NAV seamless integrates the system with that of parent companyâ€™s. While building on this multi-site integration, it manages to meet the business requirements of each of the organisation irrespective of size, area, type of business. Project Management: Through this module, Dynamics NAV enables you to plan, manage jobs and projects cost and resource management efficiently. Thus helping businesses to monitor the projects effectively through accurate and comprehensive information to make well-informed decision and strategies. Sales and Marketing: With up-to date information accessible through Dynamics NAV Implementation Solution, businesses can efficiently manage their leads and campaigns that help to increase sales and customer engagement. This helps to automate routine sales and marketing tasks to focus on decision making activities. Service Management: This module helps to optimise efficiency of service resources involved in business, track parts consumption, manage contracts proactively and costs. This enables to handle service contract management and job scheduling ensuring real time tracking to establish a long term relationship with the customers through timely and effective services. Supply Chain Management: Dynamics NAV allows to control the distribution processes and improve inventory management of the warehouses for the business. Also involves handling of order processing, shipment and
delivery tasks. There is automated data capture systems in this module that allows work efficiently with the partners and at the same time tracking the progress in the distribution system.
Alletec provides customisation to match your business requirements through Microsoft Dynamics NAV Implementation. Also in creating Dynamics NAV Commerce Portals to help businesses provide vendors, customers self service access to raise, track requests and provide feedback. Concept of Extensions in NAV 2018 In NAV 2018, new state of extensibility model is introduced which will enable to extend and customise the current NAV solution of the customers. With NAV Extensions, you can add functionality without changing the standard NAV source code from Microsoft. The most important benefit of extensions is that the code written in extensions does not interfere with the standard NAV Source Code. With these extensions, the customization no longer pose an issue when upgrading successively to the latest version of the NAV solution.
Microsoft Dynamics NAV Add-ons, customizations and extensions
Microsoft Dynamics NAV add-ons for e-Commerce business TrueCommerce This NAV add-on helps online businesses which manage large number of transactions and customization electronic data interchange solutions allowing users to connect a vast network of traders. Sana Commerce Sana commerce is another add-on for Microsoft Dynamics NAV with optimizes running web stores through existing Dynamics ERP systems. Quality Essentials Suite Itâ€™s a Quality Management System which integrates in several dynamics products helping in monitoring and storing relevant data for quality management purpose. Microsoft Dynamics NAV add-ons for warehouse management Planning Edge
The complete forecasting and replenishment management add-on application complements NAV for mid-market retailers, distributors, and manufacturers. It helps in improving management of inventory, customer service, demand collaboration, streamlining planning and procurement which overall helps in enhancing the supply chain inventory management. AccellosOne Accellos one offers advanced warehouse management solution which aims to improve inventory replenishment accuracy, and increase productivity. Vicinity Manufacturing Specially designed for SME in the manufacturing industry this application add-on customization expands the capabilities of NAV. It streamlines processes across all areas of business from customer service, finance, purchasing to research and development.
Microsoft Dynamics NAV add-ons for documentation, reporting, billing and other transactions AvidXchange Boosting the speed of payments and transactions this add on customization helps Dynamics users find a faster, easier and more secure way to make electronic payments. JitterBit This automation add on customization in Dynamics NAV helps in synchronizing order shipment, invoice information, campaigns with marketing automation tools, integrate leads and much more. Data Masons This simple yet powerful customization offers scalable solution for Dynamics ERP. Calumo This Dynamics NAV add-on offers single integrated tool for budgeting, forecasting and reporting. Datahaven for Dynamics Itâ€™s a unique add-on customization which offers easy-to-use document imaging, and workflow solution embedded in the Dynamics NAV platform. Easy PDF Email & Fax Sending customized emails using Microsoft Dynamics NAV. This real time add-on customization sends any document and report automatically. It can be used for invoice, documents, remittance, customer statements and advices. This Easy PDF Email & Fax integration in NAV solution will make it easier to store an address book to send multiple documents to their respective email addresses. This feature in EPEF add-on
comes along with many other like custom e-mail messages with dynamic data and attaching multiple docs in one email etc. Dimension Management This NAV add-on helps in fixing incorrectly posted dimensions and setting up new shortcut and global dimensions, complete with instant history. The Dimension management integration in NAV solution helps in quickly modifying any document or transaction update dimensions. This is used in updating historical transactions, fixing user errors and closing periods, apart from built-in protection including security, audit trial, and undo functions. Excel Journal import This Add-on is very useful as it helps in automatically importing your excel worksheet into Microsoft Dynamics NAV. With just one click upload your Excel journal or .csv or .txt files to Microsoft Dynamics NAV system.
User Session Control With this NAV add-on you can save on Microsoft Dynamics user session licenses and also controlling the number of open session per user. With killing idle sessions of user to controlling their limit of the number of user. This add-on helps in setting up exceptions for super-users and background functions.
Collections Management Increasing cash flow and reducing write-offs for better management of the Account receivables and collections. Identifying problem accounts, tracking and addressing disputes and reducing your outstanding accounts receivables is what this add-on will help in. Easy Currency Exchange Keeping your foreign currencies accurate becomes easy with this NAV add-on. With London close rates daily populated in your system its gives you the option to manually update rates as well. It works with unlimited number of companies and exchange rates. Merge Utility This add-on helps in instantly merging vendors, customers, G/L accounts, and dimension values in Microsoft Dynamics NAV. Easy Address Verification
With EAV add-on in NAV you can give the sales order entry team to validate the address on the fly for getting a smooth delivery every time. The benefits of this add-on are saving money from carrier penalty, increasing delivery rate and automating a frequent and crucial task.
Post NAV Implementation - Support
Why we need Post NAV Implementation Support? Clients deploy Dynamics NAV Implementation, cost effective integrated business solution to resolve their business challenges and requirements that enables the organisations to grow effectively and efficiently. At the same time, it is very important for the businesses to understand that the NAV Implementation Solution becomes inadequate as the new needs and changes emerge in the business. It is through Post NAV Implementation Support Services that are provided by NAV Implementation partners to map the business needs that arise post go- live activities with the NAV capabilities. Alletec provides complete post NAV Implementation support services to ensure proper functioning of the NAV system and allowing clients to focus more on business and less on
software maintenances. The post NAV Implementation annual support services comprises installation updates, business critical support, maintenance of IT environment such as database administration etc, Training, Hotfix Rollouts. Also offers extended support services such as new developments, enhancements, integration and upgrade services to Microsoft Dynamics Products. Realising the importance of how Support services can be a key differentiator for a Dynamics NAV Implementation partner, Alletec provides 24*7*365 Technical Support and Automated tools for monitoring the applications and infrastructure of Microsoft Dynamics NAV. These services are available on both on premise and Cloud deployment options of the software. Dynamics NAV Upgrade Why Dynamics NAV Upgrade? With each new release of Dynamics NAV, the process of NAV upgrade is becoming easier as compared to earlier version upgrades. It is always the reluctancy shown by the customers when it comes to upgrading to the newer NAV version. There is a fear to lose out on data, customisations, training users and investment of time and money while planning out on NAV upgrade. It is Microsoft Dynamics NAV Implementation partner, who can make the entire process of upgrade easier and smoother by making the customer realise the importance and impact of the benefits of the latest NAV version on the business growth. Upgrading results in lower costs, greater opportunities, enhanced security and competitive position. In December 2017, Microsoft released NAV 2018 version with a move to make business solution cloud ready with the introduction of one code base development environment in the new extension model of NAV 2018. Thus, providing greater degree of flexibly to upgrade them to upcoming Microsoft NAV software solution as and when the need arises. With Microsoftâ€™s move to cloud now, there are still many companies who wish to deploy their NAV solution On Premise but with the implementation of NAV 2018, the cloud ready solution would make their future upgrade to cloud easier. Important Features that will be available to customers if they upgrade to Dynamics NAV 2018 -
Image Analyzer, a Cortana feature based on Artificial Intelligence Migration from Quickbooks
Power BI Reporting Notifications on missing posting setups User Productivity Enhancers - User Task Feature Addition of Employee entries in journal Auto create vendor invoices through OCR Improved Global dimension report
Time required in upgrading to NAV 2018 Approximately it should take 5 weeks to upgrade customizations and migrate existing data from existing NAV version to NAV 2018. Your Microsoft Dynamics NAV Implementation Partner would be in a better position to comment upon the exact time involved depending upon some factors: -
Add ons used on the existing versions Data Migration Development or Integration redesign required
Cost Involved in upgrading to NAV 2018 Dynamics NAV version upgrade is dependent on various factors that should be taken into account before calculating the cost involvement in the upgrade process. There is no standard cost that can applied in everyone’s case. To give a rough idea, adopting the extension approach in NAV 2018 vis -a -vis the traditional upgrade method, one can budget an additional 25-30% of effort required.
What will happen to the existing customisations with we Upgrade to NAV 2018? First and the foremost step is to see what all customisations are critical for the business to map with the functionality of NAV 2018 and the rest can be removed if not required. According to the nuances of ‘Extensions’, the existing customizations of yours may require redesigning or redevelopment. If we upgrade to Dynamics NAV 2018, what will happen to the historical business data? All the data can be move at the time of Upgrade to NAV 2018. Depending upon your preference of data, NAV 2018 will only contain the data you need.
Integrations work seamlessly after an upgrade to NAV 2018 In NAV 2018, the integration APIs have been improved, allowing them to be configured rather than customize it. The standard APIs for Customer, Vendor, items, Sales, Order and Currencies are available to use in NAV 2018. Upgrade to Dynamics 365 Business Central from Dynamics NAV With the release of Microsoft Dynamics 365 Business Central a number of existing customer are confused about the existence of their current Microsoft Dynamics product. They are not clear that whether their current ERP solution will become obsolete or whether there is any need of upgradation to Microsoft Dynamics 365 Business Central and what will be the cost of the upgradation. Is there a need of Upgradation to Dynamics 365 Business Central? Microsoft has made great investment in the R&D of the D365 and bringing full Dynamics NAV functionality to the cloud. Microsoft’s investments will largely focus on D365 Business Central. Towards the end of 2018 Microsoft Dynamics NAV will be included it as one solution. To make the most out of Microsoft’s future investments, as well as your organization’s investments in terms of licenses and annual BREP, it makes sense to upgrade to Microsoft D365 Business Central.
However, this new launch of D365 Business Central does not mean tha Dynamics NAV and D365 for Finance & Operations, Business additions have been stopped. Businesses having these software solutions can continue to do so.
Cost of Upgrading to Microsoft Dynamics NAV Business Central for Existing Customers Microsoft has announced a 40% discount for existing Microsoft Dynamics customers of the following solutions on cloud or on-premises: ● ● ● ● ● ● ● ● ●
Dynamics AX Dynamics 365 Finance & Operations, Business edition Dynamics NAV Dynamics GP Dynamics SL Dynamics RMS Dynamics POS Dynamics XAL Dynamics XAL
Dynamics NAV integration The most widely used ERP solution among the mid-sized organizations – The Microsoft Dynamics NAV is easier to implement and flexible to expand. Other than the customizations done in the NAV solution It also offers its users the opportunity to integrate third party application to their ERP solution. Basically the integration of the third party applications can be done using the two primary methods. The first being using the APIs or application programming interfaces allowing two-way communication between the third party apps and the Microsoft Dynamics NAV. The APIs are generally developed and maintained by the third party software application provider. The second method is by building custom interface using the Dynamics XML port objects. This procedure involves a system administrator to put NAV data into XML format for exchange or integration. Commonly the API method is preferred among the two as it is simpler and quick. Integrating using custom code in Microsoft Dynamics NAV is not at all a small undertaking. As Dynamics NAV is based on proprietary code and is not an open source it severely limits the amount of customizations in Microsoft Dynamics NAV.
Determining your NAV integration path After understanding the paths for integration in Microsoft Dynamics NAV, the next step is to device an integration plan. To device the integration strategy one needs to ask these questions: ● What are your business needs: what should the integration allow you to do? ● Which version of Microsoft Dynamics are you currently using and what specific applications are you running? ● Is there a Microsoft partner that offers a supported integration tool, or is an interface offered by the third party vendor? ● If no integration tools are available, are there enough experienced developers in your organization with experience of Microsoft proprietary code to develop and support you own interface? If not, you will need to identify a partner organization to assist ● Are there any customizations or modifications that could impact your integration plan? ● What are your future upgrade plans? Generally speaking, the less costly option while choosing to go forward with integrations in Dynamics NAV with Third party applications would be to use API provided by the third party vendor.
NAV User Licensing Guide
There are various types of licenses in Microsoft Dynamics NAV, and these can be attained in various ways. To implement Dynamics NAV on your systems, a solution functionality license, user licenses and various other licenses are required. Businesses have the option to purchase these licenses in two ways i.e, Perpetual and Subscription model.
Dynamics NAV Perpetual Licensing Perpetual Licensing means you are reserving the right to use Dynamics NAV software for your organization. You buy starter pack first which is inclusive of basic functionality of NAV but if you require other modules such as warehouse, manufacturing etc., then Dynamics NAV Extended functionality license which is an add on cost above Starter pack. Both Packs are a one time purchase. User Licensing under Perpetual Model Once the licensing right is purchased for Dynamics NAV then user licensing is required to provide the access of NAV application to the users. These licenses are also one time purchase. There is an access of 3 full users( CAL) in the starter pack but more users access can be purchased. These Concurrent Access Licenses (CAL) have an access to Dynamics NAV at the same time. Benefits of purchasing Perpetual Licensing: â—? Users get their hands on rapid start tools, affordable starting cost for upfront, and built in functionality access. â—? Users get to license functionality of ERP Solution. There is a secured access to these functionality, protected by licensing users. Dynamics NAV Subscription Licensing: Subscription Licensing means you are renting the right to use Dynamics NAV software and would be able to use the software on monthly basis. User Licensing under Subscription Model User Licensing under Subscription model, the solution functionality and user licenses are combined. There are 3 types of Subscriber Access Licenses - Full User, Extended Addictive, Limited User. Full Users have the access to starter Pack of Dynamics NAV at the cost of $9 per user per month. Extended Addictive User already has the access to the starter pack but wants to use warehouse, manufacturing etc modules available in the extended pack at the cost of $19 per user per month. Limited users can only view information on Dynamics NAV at the cost of $9 per user per month.
Benefits of purchasing Subscription Licensing:
● Users have the options of “per user per month”. It is beneficial for keeping the upfront cost to minimum. ● Users while starting have a leverage to access the rapid start tools and built-in functionality, at a comparatively low initial cost However, there are two different choices of Concurrent-user types available, in both licensing models i.e. 1. Limited User ( Limited Write and Full Read access) 2. Full User (Full Read & Write access) Also, there are alternatives available for the users to for advanced functionality access. It can be availed via “Extended Pack.” What are the Different types of Packs that can be purchased? Base Pack –“Starter Pack”( (Required) This Starter Pack at a single cost offers: ● Distributions ● Core Financials ● Including 3 Concurrent CALs /Full User licenses ● Professional Services functionality It may or may not require Additional Software licenses such as SharePoint, SQL, Server, and Office 365. It is important to note that these ‘Additional Software’ ought to be licensed as per applicable license terms mentioned. However, for most businesses, it is considered as a sufficient license component. Extended Pack (Optional ) This pack included the privilege of distribution management and integrating core financials. Broader functionality extensions are provided to the users, such as: ● ‘Warehousing’ Warehouse Management is to support operations ● ‘Manufacturing’ Providing a well supported and controlled manufacturing environment Kindly note, that a ‘Starter Pack’ which is the basic pack is mandatory to the Extended Pack.
Other Various Licenses There are various other licenses that need to be taken into picture while considering Dynamics NAV Implementation. Add on Licenses for Dynamics NAV In order to meet all the other needs of the business, the functionality of NAV software needs to be extended. These add ons are developed by Microsoft Dynamics NAV Implementation Partners. Such licenses are purchased either on monthly basis or up-front cost. Quality control, Additional Security Modules, Payroll etc. are some of the add on solutions that are purchased through NAV Implementation Partner. Infrastructure Licenses for Dynamics NAV Window Server Licenses, SQL Server Licenses, Sharepoint licenses etc. are some of the infrastructure licenses required to run Dynamics NAV since it runs on various databases and servers.
For more information on Dynamics NAV User Licensing Guide on various versions of NAV:, Kindly refer to the following links: Attach the links of guide Dynamics NAV System requirements Microsoft Dynamics NAV On-premise infrastructure ● While deploying Microsoft Dynamics NAV on premise there are various factors which play a role in determining the system requirements which depend upon the sizing and performance recommendation. ● The usage patterns like the transactional and consulting scenarios ● The locking delay problem, which occurs due to a number of users simultaneously carrying out the same task at the same time ● The amount of customization done from the standard Microsoft Dynamics NAV solution provided by Microsoft ● The amount of data in the Microsoft SQL server database ● How optimized is the underlying database for the transactional and consulting scenarios? ● The underlying hardware, software and network infrastructure ● Other applications that are running in the same environment The summary of the sizing recommendations is: This recommendation is possible to run 500 concurrent users, each able to execute up to around 90 transactions per hour on a single NAV server instance with 16 GB of RAM and a Quad core processor at 2.45 GHz.
Now, for determining the resource requirements we tested and compared 4 Microsoft Dynamics NAV server configuration with same workload. It is recommended for sizing Microsoft Dynamics NAV server for single tenant on premise usage: ● On each Microsoft Dynamics server instance up to 150 users per CPU core ● On each Microsoft Dynamics NAV server instance Minimum 5 MB memory per active user Memory requirements At the peak load of 500 concurrent users the memory consumed by the Dynamics NAV server process might be around 4 GB. For each user session that connects to Microsoft Dynamics NAV server, it need approximately 5 MB of RAM per user, this takes into account the operating system and initial server memory requirements.
NAV Deployment NAV offers multiple options to the users to set up and implement their ERP system. One needs to identify the option which best suits their particular business or organization.
The different deployment options are: ● On-premise deployment of Microsoft Dynamics NAV ● On-cloud deployment of Microsoft Dynamics NAV ● Hosted Deployment of Microsoft Dynamics NAV On premise deployment First you need to evaluate your current IT infrastructure to determine if it is suitable for deployment. The users are more concerned about the network speed and health for the end user adoption of the new system. If it is slow then an upgrade is recommended to ensure secure and fast software experience.
Upcoming in NAV Microsoft will continue to support and update Microsoft Dynamics 2018 and Dynamics 365 Business Central users irrespective of the deployment option selected by them. Since there are many companies which are still using Dynamics NAV on premise and might continue to use it for a longer time, Microsoft has no plans to eliminate NAV on-premise version. It plans to release monthly and biannually updates to the Dynamics 365 Business Central Users. These updates will be delivered as cumulative updates to the on premise deployment version of Microsoft Dynamics NAV. There are still many users who are unaware of the fact that there is no NAV 2019 version. As of now there are only two new versions of Dynamics NAV i.e Dynamics NAV 2018 and Dynamics 365 Business Central.
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Cloud Support and Monitoring Services such as Server OS Support and Troubleshoot, Backup Management, Resource Provisioning etc. Database Management Services such as Database Creation, migration and maintenance, User account management etc. Mail Management services such as monitoring mails, administration of mail servers etc.
Navision is the ERP software solution by Microsoft, typically used by SMEs. Initially “Navision” was an accounting package developed by a Da...
Published on Jul 13, 2018
Navision is the ERP software solution by Microsoft, typically used by SMEs. Initially “Navision” was an accounting package developed by a Da...