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How to: Complete the Configuration Questionnaire

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You use the setup questionnaire to structure and document a detailed discussion about the customer’s specific needs. You also use it to collect setup data from the customer to configure the relevant Microsoft Dynamics NAV setup tables, such as the general ledger, inventory, and customers.

Note

You can also create your own setup questionnaire to meet your needs.

To complete the setup questionnaire

  1. In the Microsoft Dynamics NAV Windows client, select the company for which you want to complete the questionnaire. For more information, see How to: Select a Company.

  2. In the Search box, enter Configuration Questionnaire, and then choose the related link.

  3. In the list, select the questionnaire for the company.

  4. You can export the questionnaire into either Excel or XML.

    On the Actions tab, choose Export to Excel and save the file.

    -or-

    On the Actions tab, choose Export to XML.

    The following steps assume that you have exported the questionnaire to Excel.

  5. Complete the configuration questionnaire by entering the answers in the Excel workbook. There are worksheets for each of the question areas that have been created for the questionnaire. Save the file.

  6. On the Home tab, choose Import from Excel. Select the .xlsx file that you have saved.

    On the Home tab, in the Process group, choose Question Areas to begin the process of validating and applying the answers to the setup questionnaire.

You can now review the completed setup questionnaire before applying the data to the Microsoft Dynamics NAV database.

The next procedure provides an alternative way of accessing configuration questionnaires. It assumes that the configuration package that you have been provided includes questionnaires.

To complete a questionnaire from the configuration worksheet

  1. After you import a configuration package, open the configuration worksheet.

  2. For each table for which there is a question area, on the Navigate tab, in the Setup group, choose Questions. The questionnaire page opens.

  3. Answer the questions, and then on the Home tab, in the Process group, choose Apply Answers.

  4. Choose the OK button to close the questionnaire.

See Also

Tasks

How to: Create a New Company
How to: Validate the Configuration Questionnaire
How to: Create Configuration Questionnaires