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Data Masons Blog

2 min read

Microsoft Dynamics NAV 2018 has Launched! Upgrade in 2 Steps.

December 14, 2017 @ 8:12 AM

Microsoft NAV 2018 is here!  Many firms will be excited about the tighter integration to Office365, Power BI, Microsoft Flow, Dynamics 365 for Sales, and many others.

Another important feature Microsoft is emphasizing to customers is lower implementation costs. Moving from one platform to another is always challenging, and lowering the barriers to make this change is critical in order for customers to migrate new platform versions. This is especially important for customers who want their employees to leverage office productivity tools within their ERP processes.

For example, an easy productivity gain that comes to mind is to automatically save customer emails on the account record, and store documents on a Sharepoint site or library for employees to collaborate on solutions for that customer. Doing this without the extra steps we all take today, should make an appealing future for Microsoft Dynamics ERP users. 

To get started, many firms have to plan and execute an ERP migration.  During the planning stage the firm needs to assess the risks of disrupting order to cash, procure to pay, warehousing and logistics, and others external business processes with trading partners. This risk includes the assessment of effort to reestablish electronic interfaces with trading partners that may include re-writing a lot of code inside the ERP. This effort alone can discourage firms from migrating given historical experiences, or just sheer volume.

To reduce effort and risk with trading partner relationships, the company should consider segmenting the project in 2 steps.

  1. Establish trading partner relationships on the current NAV platform without ERP software customization.  This will give the firm assurance that trading partner interfaces can run on the current ERP. Concurrently, the interfaces could be improved to increase transaction transparency, identify problems faster, reduce time to troubleshoot problems, and engage the line of business for day to day process support.
  2. Connect to NAV 2018 or future Dynamics ERP with confidence. You can set up NAV 2018 with adequate time to optimize your business processes with the new capabilities offered the in the new release, and run pilot adoption programs to get the whole team on board. Once these are ready, you can switch to the new NAV 2018, or a future Dynamics ERP, knowing that trading partner relationships will work, or problems could be more easily isolated for troubleshooting purposes.

Segmentation of tasks is a common approach to managing complex projects. Finding solutions to achieve this split will benefit companies that want to steadily extract more value out the Microsoft investments they have made. 

Learn more about evaluating an EDI solution that simplifies Microsoft Dynamics ERP migrations. Let us know what you think by commenting below, or reach out to us to learn more. Read our Dynamics NAV 2018 press release here and learn more about EDI Made Simple® for Dynamics NAV in this on-demand webinar.

Larry Velez
Written by Larry Velez

Larry Velez brings over two decades of experience in technology leadership to Data Masons. Previously, he served in a Director level position with Microsoft and senior technology roles for Forrester Research and Gartner. His experience building channel partnerships and coordinating delivery teams will greatly benefit Data Masons’ partners and customers.