For Dynamics NAV users
Guides for your Dynamics NAV
Dynamics NAV - what many still call Navision. The manual is from 2016, the course was held when the system was set up, and the super user has been there for twenty years. Record the screen while you do the task in NAV - and the AI writes the guide for your setup. And when you upgrade, it can be paired with the guide for the same task in Business Central - then and now, side by side.
The system stands still. The employees don't
Microsoft has replaced NAV with Business Central, and there are no new versions coming. But new people still join the finance team, and they need to learn the setup you've had for ten years.
The manual describes a different version than yours
What can be found are manuals for NAV 2013 to 2018 in the standard setup. Your chart of accounts, your dimensions and the customizations the partner made back then aren't in any of them.
The knowledge lives in one person
The super user who was there at the implementation knows the system by heart. She's also the one who gets asked every month - and the one who retires in three years.
The partner has shifted focus to Business Central
New consultants don't know your NAV. Questions that used to be sorted out with a phone call take longer to get answered.
The workflows people ask about
Not the whole system. The ten to twenty tasks a new hire in finance needs to be able to do, and that an experienced colleague does so rarely that the steps have to be looked up.
Post a purchase invoice
With your dimensions and your checks, not the standard ones.
Create a new item
Item number, posting groups and units of measure, filled in the way you've decided they should be.
The payment journal
From suggestion to posted payment, with the checks your auditor wants to see.
Bank reconciliation
Importing the bank statement, reconciling, and what to do with what doesn't match.
Month-end close
The order, the reports and who does what when the period is closed.
The customized report
The one the partner made in 2014, with the filters that have to be set for the numbers to add up.
From screen recording to guide
Nothing has to be written from scratch. The task gets done anyway - the difference is that the screen is recorded meanwhile.
- 1
Record the screen while the task is done in NAV
An ordinary screen recording from Teams, Windows or Mac, with or without narration. It doesn't matter whether you run the Windows client or the web client - it's the screen that's recorded.
- 2
The AI writes the draft
Steps with matching screenshots and text. The import runs in the background, and the draft is in the editor when it's ready.
- 3
The super user fixes the fields and publishes
If an account has a particular name at your company, it's written the way it's called. Nothing becomes visible to colleagues until a person has published it.
- 4
Assign it to the department
To one employee or the whole finance team, with a deadline and progress per person. Then you can see who has completed.
Then and now: the same task in NAV and in Business Central
Employees know the task in NAV. What they're missing is seeing what the same task looks like in Business Central. So two guides can be paired as then and now - and shown side by side. Enabled per instance.
How you did it before, how you do it now
The “Then and now” page has one card per workflow: bank reconciliation, creating a customer, purchase order. One click, and the two processes stand next to each other with steps and screenshots - NAV on the left, Business Central on the right.
Record NAV before you go live
The old system can only be recorded while it's still running. The NAV guides therefore have to be made before the switch - and then the same task is recorded in Business Central once it's set up.
Pairing is done from the guide itself
From the menu in the administration or a field in the editor: choose the counterpart, give the process a name, pair them. Guides missing a counterpart are marked “Not paired”, so it's easy to see what's outstanding.
What it isn't
It isn't a course in standard NAV
This is your own setup - the one no manual from 2016 covers, and that nobody runs courses in any more.
It isn't an upgrade
MyGuides doesn't move your data and doesn't set up Business Central. Your partner does that. The guides are what's usually missing when the partner is done.
The steps aren't linked one to one
A guide for NAV shows NAV, and the task has to be recorded again in Business Central. The two processes stand side by side, each in its own order - step 3 in NAV doesn't point to step 3 in Business Central, and the page says so.
It doesn't publish anything by itself
The draft is a draft until it's read through and published. There is no button that sends anything to your colleagues without you.
What Dynamics NAV users ask
- Does it work with our version of NAV?
- Yes. It's the screen that's recorded, so the version doesn't matter - NAV 2009, 2013 or 2018, Windows client or web client. What's in the guide is what you see.
- Do we need to upgrade first?
- No, quite the opposite. The NAV guides can only be made while NAV is running. If the upgrade is around the corner, now is the time to record them - then one half of “Then and now” is ready when Business Central is set up.
- What does it mean that two guides are paired?
- That they're about the same task in each system. On the “Then and now” page they stand side by side: “How you did it before · Dynamics NAV” and “How you do it now · Business Central”, each with its own steps and screenshots. That's the way an employee actually learns the new system: from what she already knows.
- Do employees see the new guide before it's finished?
- No. A draft isn't shown to employees, not in “Then and now” either. You can safely pair the new guide while it's still being written - it only becomes visible when a person publishes it. Access groups apply here too.
- Does everyone need access to NAV to read the guides?
- No. MyGuides is a standalone platform, and employees sign in with the Microsoft account they already have. A warehouse employee can read the guide without having a NAV license.
- We have a partner. How does that fit together?
- Well. The partner can make the guides while they're involved anyway - or you can make them yourself. What it looks like from the partner's side is on the partner page.
- What does it cost?
- The price follows how many of you there are and how the instance is set up. The level is on the pricing page, so you know what you're getting into before we talk.
Are you a partner upgrading customers from NAV to Business Central? What it looks like from your side
See how MyGuides creates guides
A demo takes 25 minutes, and you don't need to prepare anything. If you'd like to see it on your own work, you can send us a recording of a task in advance - and we'll use that.