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Upgrading NAV & How to Ensure a Smooth Transition to the RTC

Upgrading NAV & How to Ensure a Smooth Transition to the RTC. Dynamics NAV Midwest Regional User Day May 9, 2012 Chad Williams & Jenny Hollingsworth ABC Computers, Inc. Introduction. Jenny Hollingsworth Application Consultant Chad Williams Development Manager ABC Computers

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Upgrading NAV & How to Ensure a Smooth Transition to the RTC

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  1. Upgrading NAV & How to Ensure a Smooth Transition to the RTC Dynamics NAV Midwest Regional User Day May 9, 2012 Chad Williams & Jenny HollingsworthABC Computers, Inc.

  2. 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

  3. 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?

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. Final Step – Upgrade to NAV2013 • Repeat “Typical” Upgrade Processinstead of a “Complex” Upgrade

  11. 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

  12. Ask the Audience • What have you learned during an upgrade? • What went wrong? What went right? • Were your goals reached? • Questions

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