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Innovia Consulting

7 Easy Ways To Get Settled into Your New ERP Home


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If you’ve ever moved into a new home of any type, you know sometimes it takes a while to get settled. Sometimes you’re just not ready to make decisions right away about new paint, new furniture or exactly where things will go. Maybe you’re just plain worn out from the effort of packing and moving boxes, dealing with paperwork and helping your family to get adjusted. It’s exactly the same with your ERP. You’ve just been through a significant effort to gather requirements, configure, and test your new system, not to mention making sure you and your team are trained and ready to adapt to new ways of doing things. On top of that, you’ve just gone through the official go live which, no matter how smooth it is, is always stressful, if only from the anticipation of what might go wrong.

At this point, you just may be tempted to sit back and say, “Good enough!” We see many companies who have done exactly that with their Microsoft Dynamics NAV ERP system and many of them are still exercising many old, inefficient habits from their prior system.

Take the time to utilize these 7 easy ways to get settled into your new ERP home and take advantage of new efficiencies to increase productivity with Microsoft Dynamics NAV. Every single one of these tips are things each of your users can do themselves, so please share this list with them so they can enjoy all the benefits of being fully settled in to your company’s new ERP home.

1) Use the lists on the role center.

There are some simple lists available for every user on their role center. If you frequently monitor a set list of items, customers, or vendors, this is a quick and easy way to set and forget this list – no more daily searches to get to things quickly.

2) Use FactBoxes on any list view.

FactBoxes are a fantastic way to monitor information from a card view without actually needing to go to the card! Give it a try by finding a record on any list view, selecting it, and seeing what information you can see in the FactBox without going into the card. Many users find this new feature reduces the number of times they need to switch screens significantly!

3) Set column headers to 3 high.

There are many similarly named columns on every NAV page. Change the number of lines in the header to 3 and then apply to all lists. This ensures you can read the entire column title and will often keep you from making an incorrect choice.

4) Choose only the columns you really need.

Especially for new users of NAV, the number of choices presented can be overwhelming. End users feel the pressure of needing to fill in every column just because it is there. In most cases, there are many more columns shown than are necessary. Many users spend a ton of wasted time scrolling left to right in order to cover all the screen real estate these columns occupy. Now is the time to simplify! Go through each frequently used screen and remove any column that isn't needed. Take on the challenge of getting the screen pared down so there is no left to right scrolling of any type necessary.

5) Insert a freeze pane.

If you just can’t possibly get your screen arranged so there is no left to right scrolling necessary, put in a freeze pane. Just like you can with Microsoft Excel, you can add a freeze pane to any list view in Microsoft Dynamics NAV. Put your important reference information, like Type, No., Quantity, and Description to the left of the freeze pane, followed by any additional fields you need to fill out manually to complete, and then finish off with less frequently referenced columns to the far right.

6) Collapse or just plain remove FastTabs you don’t use.

For many companies, there are FastTabs they just don’t use. Get rid of them! Either remove them entirely, move them down, or collapse them. Your goal here is to give yourself as much screen real estate for what you need to see. Don’t forget that you can promote quite a bit of information onto the FastTab. You’ll quickly get used to seeing the information in its new abbreviated format.

7) Take actions off the ribbon.

Just like those pesky columns, the defaults we start with on the ribbon contain too many choices! Again, time to simplify! Get rid of the actions you don’t use. We talk to many users who want to know what each and every action does before they get rid of them. Think of this a different way and focus on the tasks you need to do to complete your regular tasks. Make sure you’ve got an action for each of these tasks and get rid of the rest.

By applying the tips above, you can easily go from this:

7 easy ways to get settled into your new ERP home 1

To this:

7 easy ways to get settled into your new ERP home 2

You’ll be amazed at how much more comfortable you’ll feel once you’ve made the time to get settled into your new ERP home. Now, instead of spending a little bit of time every day remembering where something is, or fretting over whether you do or don’t need to fill in a column, or squinting and hovering over that tiny icon on the ribbon to figure out exactly which report that might be, you’ll be able to click on the exact thing you need the first time and move on to the next action quickly, easily, and comfortably.

by Kerry Rosvold, ABC Computers - Wisconsin Microsoft Dynamics NAV Partner

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