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Implementation checklist

This implementation checklist provides a structured guideline for partners implementing Dime.Scheduler with Business Central or NAV. While comprehensive, this is not an exhaustive list and should be adapted based on your specific environment, requirements, and business needs. Follow these steps in order to ensure a successful deployment.

Important

This checklist serves as a guideline and starting point. Your specific implementation may require additional steps, different configurations, or customizations based on your unique business requirements, existing systems, and integration needs.

Prerequisites​

Before starting the implementation, ensure all prerequisites are met. These foundational requirements must be in place before proceeding with the Dime.Scheduler implementation to avoid delays and ensure a smooth setup process.

  • Business Central/NAV environment: Verify the target environment meets supported versions and requirements
  • Dime.Scheduler instance: Obtain access to a Dime.Scheduler instance (sandbox for testing, production for go-live)
  • User access: Ensure you have administrative access to both Business Central/NAV and Dime.Scheduler
  • Network connectivity: Verify network connectivity between Business Central/NAV and Dime.Scheduler

Core implementation steps​

The following steps form the essential implementation process that every Dime.Scheduler deployment should follow. These core steps establish the foundation for successful integration and should be completed in the specified order.

1. Install Dime.Scheduler Extension​

The first step involves installing the Dime.Scheduler extension in your Business Central or NAV environment. This extension provides the necessary components for bidirectional communication between your ERP system and Dime.Scheduler.

  • Download the Dime.Scheduler extension package
  • Install the extension in your Business Central/NAV environment
  • Verify installation by checking the extension management page
  • Ensure all required permissions are granted
Reference

Extension Installation Guide - Detailed instructions for downloading, installing, and configuring the Dime.Scheduler extension in your Business Central or NAV environment.

2. Run FastTrack Wizard​

The FastTrack Wizard is a guided setup process that configures the initial connection between your Business Central/NAV system and Dime.Scheduler. This wizard helps you establish the basic integration settings and select which modules to activate.

  • Open and run the FastTrack Wizard in Business Central/NAV
  • Configure connection settings:
    • Set Source App code (unique identifier for your environment)
    • Select Dime.Scheduler environment (production or sandbox)
    • Configure authentication credentials (recommend method is API key)
  • Select and configure desired modules (Service Orders, Jobs, etc.)
  • Complete the wizard setup
Reference

FastTrack Wizard Guide - Step-by-step walkthrough of the FastTrack Wizard, including connection configuration, module selection, and troubleshooting common setup issues.

3. Initial data synchronization​

Once the connection is established in the first step of the wizard, and after configuring the modules in subsequent steps, you should perform the initial data synchronization to transfer your existing resources and other master data from Business Central/NAV to Dime.Scheduler. This creates the foundation for planning and scheduling.

  • Execute initial data synchronization
  • Verify resources are synchronized correctly
  • Check filter values and categories are properly mapped
  • Validate data integrity in Dime.Scheduler
Reference

FastTrack Wizard Guide - The FastTrack Wizard includes the initial data synchronization step. Follow the wizard's data sync section to transfer your master data from Business Central/NAV to Dime.Scheduler.

4. Spot check: Send first task​

After the initial synchronization, it's crucial to validate that the data flow is working correctly. This spot check ensures that new tasks created in Business Central/NAV are properly synchronized to Dime.Scheduler.

  • Create a test task in Business Central/NAV (send a job, service order, sales order, ... )
  • Verify the task appears in Dime.Scheduler
  • Check all task properties are correctly mapped
  • Validate filter values and categories
  • Test task updates and modifications

5. Configure connector setup in Dime.Scheduler​

To enable bidirectional communication, you need to configure the connector in Dime.Scheduler that points back to your Business Central/NAV system. This allows Dime.Scheduler to send appointment data back to your ERP system.

  • Access Dime.Scheduler connector setup
  • Create new connector entry for Business Central/NAV
  • Fill out the connection details
  • Set up authentication credentials
Reference

Connector Setup Guide - Complete guide for configuring bidirectional connectors in Dime.Scheduler, including web service setup, authentication, and testing procedures.

6. Spot check: Plan first item​

This validation step ensures that the bidirectional communication is working correctly by testing the flow from Dime.Scheduler back to Business Central/NAV. You'll create an appointment in Dime.Scheduler and verify it appears in your ERP system.

  • Create an appointment in Dime.Scheduler for a synchronized task
  • Verify the appointment appears in Business Central/NAV
  • Check appointment properties are correctly mapped
  • Test appointment modifications
  • Validate appointment deletion

7. User management setup​

With the technical integration complete, you now need to set up user accounts, roles, and permissions in Dime.Scheduler. This ensures that your team members have appropriate access levels and can use the system effectively.

  • Create user accounts in Dime.Scheduler
  • Set up user roles and permissions
  • Configure security settings
  • Test user access and functionality
  • Document user management procedures
Reference

User Management Guide - Comprehensive instructions for creating user accounts, configuring roles and permissions, and setting up security policies in Dime.Scheduler.

8. Personalization: User profiles and layouts​

To optimize the user experience, configure user profiles and layouts that match your organization's workflow. This step personalizes the interface for different user types and ensures efficient navigation and task management.

  • Create user profiles for different user types
  • Configure default layouts and views
  • Set up personalized dashboards
  • Configure user-specific settings
  • Test user experience across different profiles
Reference

User Profiles Guide - Detailed guide for creating and customizing user profiles, layouts, and personalized dashboards to optimize the user experience for different roles.

Optional setup​

The following enhancements can be implemented based on your specific business requirements and preferences. These features add advanced functionality and improve the overall user experience but are not essential for basic operation.

Calendar configuration​

Working calendars help optimize scheduling by defining when resources are available and accounting for non-working time. This is particularly useful for organizations with complex scheduling requirements or multiple work shifts.

  • Create company calendars
  • Configure resource-specific calendars
  • Set up holiday and non-working day calendars
  • Test calendar functionality in planning board
  • Configure calendar mode settings
Reference

Calendar Setup Guide - Instructions for creating company calendars, resource-specific schedules, and configuring holiday calendars to optimize scheduling and capacity planning.

Exchange integration​

Exchange integration synchronizes appointments between Dime.Scheduler and Microsoft Exchange, ensuring that scheduled work appears in users' calendars and external appointments are visible in the planning system.

  • Configure Exchange connection settings
  • Set up mailbox synchronization
  • Test appointment sync with Exchange
  • Configure sync frequency and settings
  • Validate bidirectional synchronization
Reference

Exchange Integration Guide - Complete setup guide for integrating Dime.Scheduler with Microsoft Exchange, including mailbox configuration, sync settings, and troubleshooting common integration issues.

Mobile app setup​

The mobile app provides field workers with access to their schedules and allows them to update appointment status on the go. This is essential for organizations with mobile workforce or field service operations.

  • Set up mobile app access for users
  • Test mobile functionality
  • Train users on mobile features
  • Document mobile procedures
Reference

Mobile App Guide - Setup and configuration guide for the Dime.Scheduler mobile application, including user access, mobile-specific layouts, and field worker training materials.

Final validation​

Before going live, comprehensive testing ensures that all systems are working correctly and users are prepared for the transition. This validation phase helps identify and resolve any issues before they impact daily operations.

System testing​

Comprehensive system testing validates the complete workflow from task creation to appointment completion, ensuring data integrity and system performance under normal operating conditions.

  • End-to-end workflow test: Create task → Plan appointment → Update → Complete
  • Multi-user testing: Verify multiple users can work simultaneously
  • Data integrity check: Ensure all data remains consistent between systems
  • Performance testing: Validate system performance under normal load

User training and documentation​

Proper training and documentation ensure that users can effectively utilize the new system and that support procedures are in place for ongoing maintenance and troubleshooting.

  • User training sessions: Conduct training for end users
  • Administrator training: Train system administrators
  • Documentation: Create user guides and procedures
  • Support procedures: Establish support and troubleshooting procedures
  • Go-live plan: Prepare go-live checklist and rollback procedures

Go-live checklist​

The go-live process requires careful planning and execution to ensure a smooth transition to the new system. This checklist covers the critical activities before, during, and after the go-live event.

Pre-go-live​

Final preparations before the system goes live, including completing all testing, training, and backup procedures to minimize risk during the transition.

  • All core implementation steps completed
  • User acceptance testing passed
  • Performance testing completed
  • Support team trained
  • Go-live plan approved

Go-live day​

The actual go-live day requires careful monitoring and immediate response to any issues that arise. Having the support team ready and monitoring systems active ensures quick resolution of any problems.

  • Final system backup completed
  • Production environment configured
  • User access verified
  • Monitoring systems active
  • Support team on standby
  • Communication plan executed

Post-go-live​

The period immediately following go-live is critical for ensuring system stability and user adoption. Continuous monitoring and feedback collection help identify and address any remaining issues.

  • System monitoring active
  • User feedback collected
  • Performance metrics reviewed
  • Issues logged and tracked
  • Success criteria validated
  • Project documentation completed

Troubleshooting​

If you encounter issues during implementation, refer to:

Support​

For additional support during implementation:

Note

This checklist provides a structured guideline for implementation. It is not exhaustive and should be customized based on your specific environment, business requirements, and integration needs. Some steps may vary or require additional configuration. Always refer to the latest documentation and consult with your implementation team for the most current information and best practices.

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Last updated on by Hendrik Bulens