Microsoft Dynamics NAV Toolkit
This implementation toolkit equips ERP implementation leads and business process consultants with structured frameworks, templates, and workflows for deploying Microsoft Dynamics NAV in mid-sized organizations. Upon completion, participants receive a certificate issued by The Art of Service.
Executive Overview
Organizations deploying Microsoft Dynamics NAV often face inconsistent planning, unclear requirements, and misalignment between business and IT teams. These gaps lead to scope creep, delayed timelines, and underutilized functionality. This toolkit provides structured frameworks, proven workflows, and reference templates that practitioners use to standardize implementation approaches, document business needs, and manage deployment phases. The content supports consistent execution without relying on external consultants.
What You Will Be Able To Do
- Develop a comprehensive project charter aligned with Dynamics NAV capabilities
- Conduct a current-state assessment using a 994+ requirement diagnostic across core business functions
- Create a prioritized implementation backlog based on process maturity gaps
- Design role-based workflows for finance, supply chain, and sales operations
- Map business requirements to Dynamics NAV modules using standardized templates
- Build a 30-day rollout plan with weekly milestones and accountability checks
- Generate a pre-filled assessment dashboard to track implementation progress
- Establish a change control log to manage scope and configuration decisions
- Run a capability maturity review across five key operational domains
- Produce a post-implementation review report using a structured template
Who This Toolkit Is For
- ERP Project Manager - accountable for on-time, on-budget deployment; uses the work plan and templates to structure delivery
- Business Process Analyst - responsible for gathering and validating requirements; applies the workbook to document needs
- IT Implementation Lead - oversees technical configuration; references the playbook for phase-by-phase guidance
- Operations Director - ensures system supports daily workflows; uses maturity diagnostic to assess readiness
- Consulting Partner - delivers NAV services to clients; leverages templates and dashboards for consistent scoping
What You Receive Within 24 Hours of Purchase
- 144-chapter implementation playbook (PDF) covering end-to-end ERP deployment workflow
- 20+ downloadable templates in Excel and Word, including project charter, requirements traceability matrix, change control log, process flow diagrams, go-live checklist, and post-implementation review
- Self-assessment workbook with 994+ case-based requirements organized across 7 process areas in financial management, supply chain, sales, service, manufacturing, human resources, and IT operations
- Pre-filled assessment dashboard in Excel demonstrating results generation and reporting
- 30-day rollout work plan structured by week with role-specific milestones
- Maturity diagnostic across 5 capability domains: process definition, data integrity, user adoption, system integration, and support readiness
Detailed Module Breakdown
Module 1: Foundations of ERP Implementation
- Understanding Dynamics NAV architecture and module structure
- Defining roles and responsibilities in the implementation team
- Setting project success criteria and KPIs
- Establishing communication protocols and meeting rhythms
Module 2: Current-State Assessment
- Conducting process walkthroughs across departments
- Documenting existing pain points and inefficiencies
- Using the requirements workbook to score baseline maturity
- Identifying high-impact areas for system intervention
Module 3: Requirements Gathering Strategy
- Structuring interview guides for business stakeholders
- Capturing functional and non-functional requirements
- Classifying requirements by module and priority
- Using case-based prompts to uncover edge scenarios
Module 4: Solution Design Principles
- Mapping requirements to Dynamics NAV features
- Designing chart of accounts and posting groups
- Configuring document workflows and approval chains
- Planning integration points with external systems
Module 5: Data Migration Planning
- Identifying source systems and data owners
- Defining cleansing rules and validation checks
- Creating a data migration schedule and rollback plan
- Using templates to map legacy fields to NAV tables
Module 6: Implementation Execution
- Setting up test and production environments
- Conducting unit and integration testing
- Managing user acceptance testing cycles
- Tracking defects and resolution timelines
Module 7: Change Management and Training
- Developing role-specific training materials
- Planning communication campaigns for go-live
- Creating user support documentation
- Measuring training effectiveness and feedback
Module 8: Go-Live and Cutover
- Finalizing the go-live checklist
- Executing the cutover plan over a 30-day window
- Monitoring system performance and user activity
- Activating backup and recovery protocols
Module 9: Post-Implementation Review
- Collecting feedback from key users and managers
- Comparing actual outcomes to project goals
- Documenting lessons learned and system adjustments
- Producing a final project report using the provided template
Module 10: Operational Support Framework
- Defining support roles and escalation paths
- Setting up incident tracking and resolution logs
- Establishing routine system monitoring tasks
- Creating a knowledge base for common issues
Module 11: Continuous Improvement
- Running periodic process reviews using the maturity model
- Identifying enhancement opportunities in NAV usage
- Planning phased upgrades and module expansions
- Using the dashboard to track optimization metrics
Module 12: Certification and Knowledge Validation
- Completing the final assessment using the workbook
- Submitting evidence of completed deliverables
- Reviewing key concepts and implementation patterns
- Receiving certificate from The Art of Service upon completion
The 994+ Requirements Workbook
The self-assessment workbook is organized across seven process areas: financial management, supply chain, sales, service, manufacturing, human resources, and IT operations. Practitioners use it to evaluate current capabilities, identify missing controls, and build improvement plans. Each requirement is phrased as a verifiable statement, such as 'The general ledger includes segment tagging for department and cost center', 'Purchase orders require approval based on dollar thresholds', and 'Inventory adjustments are logged with reason codes and supervisor authorization'. The workbook supports gap analysis and progress tracking over time.
The 20+ Templates
The toolkit includes editable templates in Excel and Word for project charter, requirements traceability matrix, process flow diagrams, change control log, data migration plan, user acceptance test script, go-live checklist, post-implementation review, support playbook, training schedule, and capability assessment dashboard. These artifacts are designed to be reused across implementations and adapted to specific organizational needs without requiring custom development.
Course Outcomes and Certification
Upon completion, you will have produced 3 concrete deliverables built using the toolkit: a completed requirements assessment, a 30-day rollout plan with milestones, and a post-implementation review report. The Art of Service issues a certificate of completion confirming demonstrated knowledge and applied capability in Microsoft Dynamics NAV implementation.
Delivery and Access
Single user license. Account in the learning environment provisioned within 24 hours of purchase. Lifetime access to all toolkit updates. Templates in editable Excel and Word. 30-day money-back guarantee.
Common Questions
Q: Is this for established or new ERP programs?
A: Both. The workbook helps assess current state. The playbook covers both greenfield and improvement scenarios.
Q: How is this different from Microsoft's own implementation guides?
A: This toolkit includes 994+ auditable requirements, a structured 30-day rollout plan, and a maturity model not found in standard documentation. It is designed for hands-on use by practitioners, not just reference.
Q: What format are the templates in?
A: Editable Excel and Word. You can adapt them to your own use.
Q: Is this a single user license?
A: Yes, one purchase is for one individual user. For organization-wide access, reach out via reply for volume pricing.
Q: What level of prior experience is assumed?
A: Familiarity with ERP concepts and business process documentation. No prior Dynamics NAV experience is required, but exposure to accounting or operations workflows is helpful.
Ready to Start
One-time payment of $495. Single user license. Access provisioned within 24 hours. Lifetime updates included. 30-day money-back guarantee. Reach us via reply if you want guidance on whether this fits your specific situation before purchasing.