Playbook

🔒Internal Use Only

Welcome to the Playbook — your comprehensive guide to Microsoft Dynamics NAV and LS Retail operations, organized by workflow and task type.

What is the Playbook?

The Playbook is your central hub for operational knowledge, organized into three main areas:

• Setup & Configuration — System setup, installation, and configuration guides
• Runbook — Day-to-day operational procedures and workflows
• Troubleshooting Guide — Common issues and their solutions

Who Should Use This?

The Playbook is designed for:

• System Administrators — Setting up and configuring systems
• End Users — Performing daily operational tasks
• Support Staff — Troubleshooting and resolving issues
• New Employees — Learning established procedures
• Team Leads — Reference for team guidance

Playbook Structure

🔧 Setup & Configuration

Complete guides for system setup and configuration:

• Setup & Configuration Overview — Complete setup guide
• Microsoft Dynamics Setup — NAV configuration
• Microsoft SQL Server — Database setup
• Branch Server — Remote server configuration
• LS Components — LS Retail components
• POS Configuration — Point of sale setup

👉 View All Setup & Configuration Guides →

📋 Runbook

Operational procedures and step-by-step guides for daily tasks:

• Runbook Overview — Operational procedures guide
• Dynamics NAV Operations — NAV operational guides
• User Management — Creating and managing users
• Cashier Setup — Cashier configuration
• POS Terminal Operations — Terminal procedures

👉 View All Runbook Guides →

🔍 Troubleshooting Guide

Quick reference for resolving common issues:

• Troubleshooting Overview — Troubleshooting guide
• Common Dynamics NAV Issues — Common problems and solutions
• Error Codes Reference — Complete error reference
• Transaction Issues — Voucher and transaction problems
• Permission Issues — User and access problems

👉 View All Troubleshooting Guides →

How to Use This Playbook

1. New Setup? Start with Setup & Configuration
2. Daily Operations? Check the Runbook
3. Having Issues? See the Troubleshooting Guide
4. Quick Reference? Use the search function to find specific topics

Quick Links

Most Common Tasks

• Creating a New User
• Setting Up a Cashier
• Configuring POS Terminal
• Troubleshooting Common Issues

Setup Guides

• Initial System Setup
• Microsoft Dynamics Configuration
• SQL Server Setup
• Branch Server Configuration

Troubleshooting

• Common NAV Issues
• Error Codes
• Transaction Problems
• Permission Errors

Best Practices

• ✅ Follow procedures step-by-step
• ✅ Verify each step before proceeding
• ✅ Document any deviations from standard procedures
• ✅ Report issues immediately
• ✅ Keep systems updated and backed up

Getting Help

If you need assistance:

• Check the relevant section (Setup, Runbook, or Troubleshooting)
• Search for your specific issue
• Contact your Technical Team Lead
• Reach out to Head of Software Department

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Last Updated: 2/17/2026