You can set up a new company in Microsoft Dynamics NAV with RapidStart Services for Microsoft Dynamics NAV. RapidStart Services is a tool designed to shorten deployment times, improve quality of implementation, introduce a repeatable approach to implementations, and enhance productivity by automating and simplifying recurring tasks.
RapidStart Services helps you gain an overview of the setup process of your new company by providing a worksheet in which you can set up the tables often involved in the configuration process of new companies. As you do this, you can create a questionnaire to guide your customers through the collection of setup information. Your customers have the option of using the questionnaire to set up application areas, or they can open the setup page directly and do the setup there. Most importantly, RapidStart Services helps you, as a customer, prepare the company with default setup data that you can fine-tune and customize. Lastly, when you use RapidStart Services, you can configure and migrate existing customer data, such as a list of customers or items, into the new company.
You can use the following components to speed the setup of a new company:
- Configuration wizard
- Configuration worksheet
- Configuration packages
- Configuration templates
- Configuration questionnaire
You can find the tools in the RoleTailored client in the Application Setup area.
|There are areas of Microsoft Dynamics NAV that you will have to set up manually. These include adding users, setting up accounting periods, and setting up dimensions for business intelligence.|
The following table describes the sequence of tasks with links to topics that describe them. These tasks are listed in the order in which you generally perform them.
|Set up the user interface that supports implementation of RapidStart Services for Microsoft Dynamics NAV||How to: Use the RapidStart Services Role Center to Track Progress|
|Create a new company and import basic setup data and templates.||Set Up Company Configuration|
|Define and validate your customer’s system setup values for company information, fixed assets, general ledger, inventory, manufacturing, purchases and payables, relationship management, service management, sales and receivables, and warehouse.||Gather Customer Setup Values|
|Configure core master data records that are based on templates to prepare to migrate existing customer data.||Use Templates to Prepare Customer Data for Migration|
|Define tables and fields, validate existing customer data, and migrate data into the Microsoft Dynamics NAV database.||Migrate Customer Data|
|Find solutions to known issues in the RapidStart Services toolkit.||Tips and Tricks: RapidStart Services|
|Create customized views in the RapidStart Services for Microsoft Dynamics NAV toolkit.||How to: Create Custom Company Configuration Packages|
In addition, Microsoft provides partners with the SureStep methodology to help with the full spectrum of activities that you must have to complete a customer implementation. For more information, Drive Down the Number of Deployment Days for Microsoft Dynamics NAV (requires PartnerSource account).