where users make the difference! peer to peer | greater scale | more voices | faster upgrading nav...
TRANSCRIPT
Where USERS Make the Difference!
Peer to Peer | Greater Scale | More Voices | Faster
www.navug.com
Upgrading NAV & How to Ensure a Smooth Transition to the RTC
Dynamics NAV Midwest Regional User DayMay 9, 2012
Chad Williams & Jenny HollingsworthABC Computers, Inc.
Where USERS Make the Difference!
Introduction
Jenny Hollingsworth– Application Consultant
Chad Williams– Development Manager
ABC Computers– In business for about 28 years– 3 locations in WI and 1 in South Bend, IN– Top Microsoft partner specializing in NAV– Over 70 customers throughout
Midwest/US
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Microsoft Dynamics NAV 2013
No more Classic Client Role Tailored Client Only Need to be using Microsoft SQL
Server, not C/SIDE database
If you want to stay current, what is the best path to get you there?
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What Are Your Options?
Option 1: Go directly to the NAV2009 RTC or NAV2013
Option 2: – Go to NAV2009 Classic Client – Phased approach to get to NAV2009
RTC– Then upgrade to NAV 2013
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Why Go to NAV2009 Classic First?
Less of a “SHOCK” to the users Minimizes risk, you can control how
much of RTC you start using and when– However, do NOT let Classic client
become a crutch Allows you as a customer to control
the cost More proactive approach
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What is the Typical Upgrade Project Flow? Planning Process
– Conduct a Procedure Survey– Understand your business processes– Identify GAPS between old and new versions– Decision: Re-Implementation or Standard
Upgrade
Development– Compare & Merge Process– Data Conversion
Test Deployment– Establish a test environment
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What is the Typical Upgrade Project Flow? ABC Computers Testing
– Preliminary testing to catch frontline errors
Customer Training– Training on any new functionality being utilized
Customer Acceptance Testing– Create a test plan and use it– You know your system better than anyone– Taking full responsibility for testing ensures
success
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What is the Typical Upgrade Project Flow? Deployment (Go-Live)– Scheduled during off business hours
• Typically over a weekend
– Data conversion can be done remotely– Upgrade clients, server, and licenses– Application Consultant onsite, Developer
on-call remotely
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Next Step – Transition to RTC
Object Transformation– Dataports to XML ports– Forms to Pages– Classic Reports to RTC Reports
Training on RTC– Review and select User Roles– How to Navigate in the RTC– How to Customize in the RTC
Phased Approach by User/Department
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Final Step – Upgrade to NAV2013
Repeat “Typical” Upgrade Process instead of a “Complex” Upgrade
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How to Ensure a Successful Upgrade Planning Upfront– Spend the time upfront, critical step
Communicate changes before they happen
Use a phased approach– Don’t do everything at once
Take ownership of NAV– TEST, TEST, TEST
Review Customizations – Don’t bring forward customizations no
longer used
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Ask the Audience
What have you learned during an upgrade?
What went wrong? What went right? Were your goals reached? Questions