How I Use Claude AI to Plan and Get Things Done

Hi All!

As a NAV/D365BC consultant, my days are a mix of client calls, fit-gap analysis, writing functional specs, debugging AL code, and preparing training material — sometimes all on the same day. Sound familiar?

A few months ago, I started using Claude AI as a productivity tool, and honestly, it's changed how I work.

Here's how I actually use it:

1. Drafting Functional Specs Faster

I give Claude a rough idea like "purchase order approval workflow with three levels" and ask it to draft a functional spec outline. It's not perfect, but it gives me a solid starting point that I then refine with client-specific details. Saves me a good 30–40 minutes per document.

2. Preparing for Client Workshops

Before a discovery session, I ask Claude to generate a list of questions for a specific module say, Warehouse Management or Fixed Assets. It helps me make sure I'm not missing anything obvious, especially for modules I don't work with daily.

3. Understanding Unfamiliar AL Code

Sometimes I inherit code written by someone else. I paste it into Claude and ask it to explain what it does. Instant clarity and no need to trace through 200 lines manually. At times, I also tell it to create basic structures to avoid the boring stuff.

4. Writing Blog Drafts

Yes, including this one! I use Claude to get a first draft going, then rewrite it in my own voice. Great for beating writer's block.

5. Task Planning

When I have a chaotic week ahead, I literally dump my task list into Claude and ask it to help me prioritize. It asks the right questions deadlines, dependencies, effort, and helps me think it through.

A Few Things to Keep in Mind:

Claude is a tool, not a replacement for your expertise. Always review its output especially for technical or client-facing content. It doesn't know your specific client's setup, your project history, or the quirks of their customizations. That domain knowledge is still yours.

But as a thinking partner and productivity booster? Absolutely worth trying.

Give it a shot and let me know how you use AI in your ERP work. I'd love to hear!

Reach out to me if you have any questions or suggestions.

Check out other blogs, if you haven’t already.

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You can also email me at jyotsnaoberainav@gmail.com

Also, visit my website [JONAV](https://jyotsnanav.wordpress.com/) if you are looking for NAV/D365BC Training and/or Services!

Thank you!