Sales Cloud Lightning Migration Best Practices (May 12, 2017)
Dynamics of Lean NAV
1. The Dynamics of Lean Services
for Government Contractors
Microsoft
Dynamics-NAV
as the ERP
platform to
implement the
realization of
lean services
Financial
Management
Sales &
Marketing
Purchasing
Warehousing
Manufacturing
Projects
(Jobs)
Resource
Planning
Service
Management
Human
Resources
Federal Contractor Solutions, LLC11/04/2014 1
2. Lean Dynamics-NAV
• Customize User centric work pages.
• Pre-define standard templates.
• Develop standard posting groups, purchase codes, payment
methods, analysis and reports.
• Import/Export relevant data.
• User centric role permissions.
• Automation (PVBS Web Time, Expense and Requisitions).
• Manage by exception.
• Empower the resources.
• Continued monitoring and process improvement.
• Sample New Hire process.
• Sample New Project process.
3. Customize your Work Pages
• Page Anatomy - Role Center, Navigation Pane,
Actions and Reports.
• Customize Role Center to provide instant visual
awareness of role activities and status.
• Customize Navigation Pane to add processes and
lists most commonly used in role activities.
• Customize Actions and Reports with role centric
processes, lists and reports.
• Customize Control Cards to view mandatory
fields and remove unused fields.
6. Customize Role Center
Customize your individual Role Center. The page will keep the established settings
when returning. Empowers the user to view only those settings and images
necessary to perform job duties and eliminates unnecessary navigation.
13. Customize Navigation Pane
Customize your individual views and selections. The page will keep the established
settings when returning to the card. Empowers the user to view only those settings
necessary to perform job duties and eliminates unnecessary fields.
14. Adding a New Group
Once the new group is established, any
desired list can be added.
29. Customer Card Customization
Customize your individual views and selections. The page will keep the established
settings when returning to the card. Empowers the user to view only those settings
necessary to perform job duties and eliminates unnecessary fields.
43. Job Card Customization
Customize your individual views and selections. The page will keep the established
settings when returning to the card. Empowers the user to view only those settings
necessary to perform job duties and eliminates unnecessary fields.
