Do you or your customers have peak hours when all the sales orders and invoices need to be posted at the same time? Or do you have large numbers of postings that need to be run without blocking other users? I bet the answer is yes. If so, then you may also have experienced your screen freezing for several seconds – minutes even – until the order is processed. “Try again later” is also a well-known option.
To provide a better user experience and to enable more users to leverage the possibilities of Microsoft Dynamics NAV, we have redesigned how the General Ledger (G/L) Entry table is locked during the posting process.
The implementation of Microsoft Dynamics NAV application was, for historic reasons, primarily designed for Microsoft Dynamics NAV Classic Database Server, but it has been adapted and deeply enhanced to also run on SQL Server. Microsoft Dynamics NAV Classic Database Server uses table locking, and the locking order and use of semaphores are designed to avoid deadlocks in a table locking scenario. With Microsoft Dynamics NAV 2013, the Classic Database Server is retired, which allows us to fully benefit from SQL Server’s row level locking. We decided to focus on a few key scenarios, as they involve most users:
These enhancements to G/L posting, combined with the job queue and background posting will open up more flexible usage of Microsoft Dynamics NAV and will lead to more efficient users and a better experience in peak hours.
Setup and Use of the Redesigned G/L Posting
The new locking schema is enabled by default. Do you want to still use the legacy one? That’s very easy:
Note: The new behavior is automatically turned off if the Automatic Cost Posting field is selected in the Inventory Setup window.
What Has Been Changed
Of course, you can make a comparison of codeunits 80 and 90 between previous versions of Microsoft Dynamics NAV and Microsoft Dynamics NAV 2013. But even better, you can see a graphical representation of the changes.
In codeunits 80 and 90, we were locking the G/L Entry table (as a semaphore) quite early during posting, thereby locking other users out from posting at the same time. This lock has been moved to a later stage in the posting process. With those changes, our estimates are that:
-Tomás Navarro Casbas
Sometimes we need to have few Microsoft Dynamics NAV 2013 services connected to different SQL databases but running on the same server. Let us say few developers are working on different databases and want to see how RTC works with their customizations. Or maybe we want to compare how different RTC versions/builds work and want to compare functionality.In article http://blogs.msdn.com/b/nav/archive/2009/11/17/how-to-run-2-rtc-on-the-same-pc-and-connect-it-to-different-db-how-to-run-pages-reports-from-diff-db.aspx I described how to have few RTC on the same client computer in NAV 2009. This is also very useful now in NAV 2013, but let us look what new we have in NST site in NAV 2013
With Microsoft Dynamics NAV 2013 we have few solutions how to create new NAV service (NST). First NAV 2013 Service we already have installed by NAV DVD and now we want to have more
In both ways created services can be managed using Microsoft Dynamics NAV Administration Tools, so it is very easy modify services for any further needs. However if we try to remove service by using function “Remove”, then tools uninstall service and remove folder (including all binaries) and this can be problem if we have few services based on the same binaries folder.
Few Microsoft Dynamics NAV 2013 services can share the same TCP communication ports (Attention: do not mix it with NAV 2009). However, here are few tricks need to do before we use port sharing:
These postings are provided "AS IS" with no warranties and confer no rights. You assume all risk for your use.
Gedas BusniauskasMicrosoft LithuaniaMicrosoft Customer Service and Support (CSS) EMEA
Reports join different views of data in one place. You design reports in Microsoft Dynamics NAV 2013 using the Microsoft Dynamics NAV Development Environment and Microsoft Reporting Services.
For Microsoft Dynamics NAV 2013, we have created report design guidelines to help you take advantage of the power of Microsoft Reporting Services.
The basis for the design guidelines is twofold: They should benefit the customer using a report and they should help the partner designing a report.
For customers to be effective using reports in Microsoft Dynamics NAV 2013, the design of the reports should be such that the reports are:
To help partners in designing reports, we have based the principles of the report design guidelines for development on:
All reports in Microsoft Dynamics NAV 2013 can be classified as one of three types:
Document Reports: Sales Invoice
Simple list reports: Resource Usage
Grouped list reports: Customer – Detail Trial Bal.
The following shows the Microsoft Dynamics NAV 2013 report design guidelines, wrapped in a checklist. It is divided into three sections: canvas, header and body.
Example of a Document Report Design
For more information, see Report Design Guidelines on MSDN.
Back when we released Microsoft Dynamics NAV 2009 and transformed all our classic reports to RDLC reports, dataset field names were auto-generated and were also used in the RDLC definition of the report object. This solution did a great job ofmaking the reports work with RDLC, but the auto-generated names were not meaningful.
For Microsoft Dynamics NAV 2013, we have therefore cleaned up the reports to gain better maintainability and compatibility with the latest version of RDLC. The project actually went further than that, and we included a visual update of external reports, such as document reports, using new user experience (UX) report guidelines.
In summary, we have:
The result of all this work is that Microsoft Dynamics NAV 2013 has reports that are easy to maintain and that bring additional value to customers and partners.
With the release of Microsoft Dynamics NAV 2013, there are some new procedures for restoring the demo database manually. I have outlined the necessary steps below.
1) From within the Microsoft SQL Server Management Studio, restore the Microsoft Dynamics NAV 2013 demo database from the installation media (..\SQLDemoDatabase\CommonAppData\Microsoft\Microsoft Dynamics NAV\70\Database).
2) To restore the database from the Microsoft SQL Server Management Studio, open the Object Explorer and click on Databases. With Databases highlighted, right click and select Restore Database.
3) This will open up the Restore Database window. Select the Device option in the Source grouping.
4) Now click on the assist edit button () and this will launch the Select backup devices window.
5) Next, click on the Add button to launch the Locate Backup File window and select the demo database backup file.
6) Once you have selected your file, click OK to exit the Locate Backup File window. Once you return to the Select backup devices window, click on OK again.
7) You should now be on the Restore Database - Demo Database NAV (7-0) window - unless you have changed the value of the Database field then the window title would differ. Make sure that the file listed in the Backup sets to restore section has a check mark next to it. If you want to change where the database files are created, you can specify this on the Files page. If you want to specify any Restore options this can be done on the Options page. For this blog, it is assume that you will take the default settings.
8) Click OK to restore the database.
9) After the restore finishes, go to the Object Explorer and expand the Databases object. The list of database objects should now have one named Demo Database NAV (7-0).
10) Next, expand the Demo Database NAV (7-0) object and select the Security\Schemas object. Expand this object and make sure the $ndo$listener schema doesn't already exist. If you had already installed NAV 2009 on this SQL Server, then this schema may already exist. If it does, go to step 12. If it doesn't, then right click on the Schemas object and select New Schema.
11) With the Schemas Properties window open, enter $ndo$navlistener in the Schema Name field.
Note: You will not be able to state a schema owner until the next step. There are no values to fill in on either the Permissions or Extended Properties tabs.
12) Create a user in the Demo Database NAV (7-0) named NT AUTHORITY\NETWORK SERVICE or whatever user that will be used to login the NAV Server Service.
13) Enter $ndo$listener in the Default schema field on the General page.
14) On the Owned Schema page, make sure the $ndo$listener is marked.
15) On the Membership page, make sure that the following Role Members are selected
16) On the Securables or Extended Properties pages, there is no information to fill in.
17) The last step before starting your new NAV Server, locate your new database and right-click and select the Properties option. Select the Permissions Page. You should see NT AUTHORITY\NETWORK SERVICE or whatever user that will be used to login the NAV Server Service on the right side of the page.
Below that you will see a tab for Explicit Permissions for NT AUTHORITY\NETWORK SERVICE or whatever user that will be used to login the NAV Server Service. Make sure that is a check in the following permissions
Once those are selected then click OK.
18) Use the Microsoft Dynamics NAV Administration tool to update the NAV Server settings with the new demo database name and restart the NAV Server.
NOTE: If you were to use the Microsoft Dynamics NAV 2013 Installer to install the demo database, it would have run a script that would have executed each of these steps for you.
Now, enjoy using Microsoft Dynamics NAV 2013!!!
In Microsoft Dynamics NAV, there are several areas that enable the user to perform analysis in Microsoft Excel. Areas such as importing and exporting budgets, analysis by dimensions, and a number of selected reports all use Excel Buffer to export data to Microsoft Excel. In Microsoft Dynamics NAV 2013, the exporting technology has changed to gain better performance in the export as well as to enable more advanced customization capabilities. In Microsoft Dynamics NAV 2013, Excel Buffer has changed from being a chatty client automation solution to one that uses the Open XML SDK 2.0 for Microsoft Office and renders the Excel workbook on the server side.
This article explains some of the changes that were made to the Excel Buffer table (table 370) and gives examples of how to use and extend the table with the new Open XML functionality from C/AL. Excel Buffer works as a temporary table which is used when you import or export data between Microsoft Dynamics NAV and Microsoft Excel. For the export part, you have an additional option to add formulas and formatting of the Excel cells. When a Excel workbook is rendered, you use the File Management codeunit (codeunit 419) to download the file from the server to the client and then use Office .NET Interop to open it in Excel and do final formatting, such as Auto Fit Columns. A couple of objects that use Excel Buffer are the reports Import Budget from Excel (report 81) and Export Budget to Excel (report 82). These objects are a good way of getting inspiration on how to use it. But in this article, I'm extracting some of this logic to give a simple and clear way of using import and export.
Example 1: Formatting and summarization
1. In the Microsoft Dynamics NAV Development Environment, create a new codeunit.
2. Add a new temporary record variable for table 370 called ExcelBuffer.
3. Add the following lines of code, which include formulas and simple formatting to the Excel Buffer table.
// Copyright © Microsoft Corporation. All Rights Reserved.// This code released under the terms of the // Microsoft Public License (MS-PL, http://opensource.org/licenses/ms-pl.html.
// Add values to the Excel Buffer table.ExcelBuffer.NewRow;ExcelBuffer.AddColumn('Header',FALSE,'',FALSE,FALSE,FALSE,'',ExcelBuffer."Cell Type"::Text); ExcelBuffer.NewRow;ExcelBuffer.AddColumn(123.45,FALSE,'',FALSE,FALSE,FALSE,'',ExcelBuffer."Cell Type"::Number); ExcelBuffer.NewRow;ExcelBuffer.AddColumn(-223.45,FALSE,'',FALSE,FALSE,FALSE,'',ExcelBuffer."Cell Type"::Number); // Add formula, second parameter TRUE.ExcelBuffer.NewRow;ExcelBuffer.AddColumn('SUM(A2:A3)',TRUE,'',FALSE,FALSE,FALSE,'',ExcelBuffer."Cell Type"::Number); // Include custom format for the cell.ExcelBuffer.NewRow;ExcelBuffer.AddColumn('SUM(A2:A4)',TRUE,'',FALSE,FALSE,FALSE,'#,#0.0;[blue](#,#0.0)',ExcelBuffer."Cell Type"::Number); // Create and write the content from the Excel buffer table to Open XML Excel server file.ExcelBuffer.CreateBookAndOpenExcel('Sheet ABC','Header',COMPANYNAME,USERID);
4. After adding the lines, compile and run the codeunit from the Microsoft Dynamics NAV Development Environment. The Microsoft Dynamics NAV Windows client will open and execute the codeunit and Excel with the data from the codeunit. The formatting capabilities are shown in the Excel sheet, including summarization and coloring.
Example 2: Reading from Excel sheet Before trying the following example, you need to save the Excel file from Example 1 in the following location: C:\TEMP\ExcelBufferReadBookScenario.xlsx. This example will illustrate the reading capabilities that are possible.
1. Create a new codeunit.2. Add a new temporary record variable for table 370 called ExcelBuffer.3. Add a new text variable called MessageValue.4. Add the following lines of code. // Copyright © Microsoft Corporation. All Rights Reserved.// This code released under the terms of the // Microsoft Public License (MS-PL, http://opensource.org/licenses/ms-pl.html.ExcelBuffer.DELETEALL; ExcelBuffer.OpenBook('C:\TEMP\ExcelBufferReadBookScenario.xlsx','Sheet ABC');ExcelBuffer.ReadSheet();
IF ExcelBuffer.FINDFIRST THEN REPEAT MessageValue := MessageValue + ExcelBuffer."Cell Value as Text" + '\'; UNTIL ExcelBuffer.NEXT = 0;
MESSAGE(MessageValue); 5. Run the codeunit from the Microsoft Dynamics NAV Development Environment. The Microsoft Dynamics NAV Windows client opens and the content of the Excel workbook is now read into the Excel Buffer table and presented to the user in a message box for each row.
In Microsoft Dynamics NAV 2009, the RoleTailored client could only be deployed using a standard Windows Installer (.msi). While this is a common scenario, .msi-based deployment requires the partner to do customer visits, do remote logons, or educate the customer’s IT administration to install the Windows client and any additional add-ins, change any client-side settings, or upgrade the client (manually or through group policy).
This approach does not scale well in on-premise solutions that have a lot of users or in volume Azure or syndication scenarios when the Windows client is needed rather than a Web client for deeper functionality or better performance.
Thus, in Microsoft Dynamics NAV 2013 a new way of deploying the Microsoft Dynamics NAV Windows client, using ClickOnce, has been introduced, providing benefits such as:
These benefits allow for a more streamlined and centralized deployment of the Microsoft Dynamics NAV Windows client in high volume scenarios such as Azure.
In this blog post we’ll dig a bit into ClickOnce, the end-user and partner experiences, and the benefits and current limitations of deploying the Microsoft Dynamics NAV 2013 Windows client using ClickOnce. In other blog posts about implementation, we’ll dive into the technical details around how to actually create a ClickOnce application for the MIcrosoft Dynamics NAV 2013 Windows client.
ClickOnce is a standard deployment technology — starting with .NET Framework 2.0 — that allows you to create self-updating Windows-based applications that can be installed from a Web server or network file share and run with minimal user interaction. It addresses three major issues in deployment:
In use, ClickOnce is basically a configurable file copy from a repository to the client machine that, at a high level, consists of three parts:
With the above created, the application can be installed by the end user by running the deployment manifest. Typically, this is accomplished by hosting the above files and providing a link to the application and deployment manifest to the end user, for example, on a landing page or in an email message, after the user has signed up for a solution and required a client to be installed.
For more information on ClickOnce, see ClickOnce Security and Deployment in the MSDN Library.
The End-User Experience
To install Microsoft Dynamics NAV 2013 using ClickOnce deployment, the end user will choose the link to the application, the deployment manifest, that is provided in a landing page or email message. The link may point to a file share or a website. Using the .NET Framework on the client machine, the ClickOnce runtime runs the linked deployment manifest and opens with a confirmation dialog box, such as the dialog box shown in the following illustration.
If the user chooses the Install button, ClickOnce downloads all the necessary files to a local folder on his computer. This folder is a per user folder, located in the ClickOnce generic application cache for the user: <user>\AppData\Local app folder), not in the standard Program Files folder.
When the installation is complete, ClickOnce installs a program shortcut on the Start menu and starts the Microsoft Dynamics NAV 2013 Windows client, using the connection settings provided as part of the installation. No configuration is needed during or after installation as this is set up as part of the ClickOnce Windows client application.
The next time that the end user wants to run the Windows client, he can either select the link again, or he can select the shortcut on the Start menu. In either case, ClickOnce will check if there is a newer version available, which the user will have the option to install.
The Partner Experience
To create a ClickOnce deployment of a Microsoft Dynamics NAV 2013 client with settings, add-ins, and so forth, the typical process for a partner is to:
The above process will typically take 30-60 minutes to set up the first time. Repeating this process on changes in low fluctuating on-premise installations makes sense. In the case where the same vertical solution and Windows client setup is to be used by multiple different customers, the clientusersettings.config file will be different, it is better to streamline the above process by creating a script for creating the basic customer-agnostic client installation, and then inject clientusersettings and recompile and sign on the fly.
As mentioned, in other blog entries we’ll dig into the technical steps on how to set up a ClickOnce deployment. See also the Help topic Deploying Microsoft Dynamics NAV Using ClickOnce in the MSDN Library.
Benefits of a ClickOnce Deployment of the Microsoft Dynamics NAV 2013 Windows Client
ClickOnce deployment resembles traditional Windows Installer-based deployment. In addition to .msi-based deployment functionality, ClickOnce provides the following benefits:
The result is that end users can install the Windows client without relying on partners or super users to do it for them.
Using Windows Installer vs. Using ClickOnce
A ClickOnce-deployed Windows client has some limitations compared to the Windows client installed by the Windows Installer. These limitations are not a technical shortcoming of the ClickOnce framework, but a scoping of the provided support in Microsoft Dynamics NAV 2013, based on what we expect the typical usage of ClickOnce for deployment to be. The following are the limitations:
If any of these limitations is an issue in the given deployment scenario, and the benefits of the ClickOnce deployment scenario do not outweigh this, the guideline is to use the standard Windows Installer-based Microsoft Dynamics NAV Windows client deployment instead.
The following table provides a summary of the value proposition for Windows Installer and ClickOnce:
-Peter Borring Sørensen
Microsoft Dynamics NAV 2013 ships with a fully integrated Timeline Visualization tool. It provides the user with a visual projection of future supply and enables the user to make modifications on the fly.
The Timeline helps you understand and optimize your inventory profile with its visual projection of future supply, demand, and planning data.
Who Will Benefit from the Timeline?
Well, the initial idea with the Timeline was to create a tool that would bring clarity to specific supply and demand situations. It was intended to help the planner analyze the planning output and quickly make adjustments. However, we quickly realized that this was a great tool for other types of users, including sales people, purchasers, and so forth.
Okay, So What Does It Do?
Basically, the Timeline Visualization displays a visual projection of the future inventory level for a specific item or SKU, based on supply from Purchase, Prod. Output, and other areas, and demand from Sale, Prod. Components, Forecast, and so forth. On top of this, you can choose to include planning suggestions – giving you a chance to see and modify the plan prior to executing on it. All of this takes place outside the Requisition Worksheet, so you can play with the quantities and dates until you are satisfied and then save the changes to the worksheet.
Timeline Usage Examples
I think everyone agrees that keeping track of project performance is essential in all project-based delivery scenarios. It should be fairly easy to see if a project is on track and that everything that should be invoiced is invoiced.
Project managers need to answer questions such as:
Job task lines and job statistics in the Project Management area of previous versions of Microsoft Dynamics NAV gave a good overview of total amounts for planning, actuals, and invoicing, but it was cumbersome to tie usage to those.
The Apply Usage Link, a new feature in Microsoft Dynamics NAV 2013, enforces this link. The main goal in Microsoft Dynamics NAV 2013 is to strengthen the link between the project plan and the actual work done. That enables Microsoft Dynamics NAV to go further in calculating estimate at completion, better integrate to the planning engine, and enable partial invoicing.
Basically, you specify whether usage entered by, for example, a project manager or order processor, is linked to the project plan. This enables you to track the quantities and amounts of remaining work needed to complete a project, which easily brings you to estimate at completion numbers.
With the usage link, Microsoft Dynamics NAV 2013 provides you with an easy way to review and record usage on various parts of your project, which is automatically updated as you modify information about actual work done.
It’s important to note that previously, you would have used various tools and manually updated quantities to invoice on sales invoices if you wanted to invoice something different than what was planned for particular project task. Now, when you enable the usage link, you can really focus on planning and executing your project, rather than on the way your ERP system is working.
Using new configuration capabilities of the Microsoft Dynamics NAV RoleTailored client, you can easily set up different views on a project plan (tasks) that will fit each role, for example, that of project manager for a planning view, that will fit project team member.
In earlier versions, a user who entered purchases related to a project, or registered time or usage of inventory items, needed to know how the contract was constructed in order to match usage to particular planned project task. Now, there’s an algorithm that will do the matching of usage to project plan for you, or create new tasks for unplanned work if it doesn’t successfully identify project plan tasks to which to match usage. Of course, Microsoft Dynamics NAV 2013 flexibility still allows you to set this link manually.
As I mentioned before, with the link between usage and the project plan, you are always able to see an up-to-date estimate at completion and track your project budget variance. This also enables correct invoicing, since it tracks planned work versus done work.
Since Microsoft Dynamics NAV 2013 is an integrated solution, you can expect it to be able to use project plan as a demand source when you are planning your requisitions. Microsoft Dynamics NAV 2013 tracks the outstanding quantities that need to be supplied or processed based on the project plan.
This means it knows how many items you used on the project versus your requirements. Demand overview allows you to see whether an item you need to finish particular task on the project is in stock, and if not, when it will be. In addition, if an item is available to reserve, you can reserve it, to make sure it is available for your use.
Deploying the Microsoft Dynamics NAV Windows client with ClickOnce makes it easy for end users to install, upgrade, and uninstall the Microsoft Dynamics NAV Windows client. They can do this with a few clicks, without help from super users or IT administrators.
This is the first video in a series of how-to videos that shows how a partner or IT administrator can deploy the Microsoft Dynamics NAV Windows client with ClickOnce. This video covers the basics of deploying with ClickOnce and how to deploy on a file share.
For a detailed step-by-step guide about how to deploy the Microsoft Dynamics NAV Windows client with ClickOnce, see http://go.microsoft.com/fwlink/?LinkId=251676.
-Christian Heide Damm
I’m pleased to announce that Microsoft Dynamics NAV 2013 is now available!
With deep investments in new capabilities and improvements across all areas of the product, this is the most significant release yet in the history of Microsoft Dynamics NAV. The feedback from our early adopter customers and partners has been really positive, and we couldn’t be more excited about getting this product out into the market and putting it to work in your businesses.
With this release, we’ve focused on building what we’ve come to call “a business solution from Microsoft.” By this we mean a solution that combines comprehensive ERP capabilities for small and midsize businesses together with a simple, intuitive user experience, insightful business intelligence and reporting tools and deep ties into Microsoft’s portfolio of products. The result is an ERP solution that’s easy to use, works seamlessly with your existing productivity tools, and is quick and cost-effective to implement.
We’ve seen some great outcomes from customers already up and running with the new product. For example, Flemming Warrer Jensen, Managing Director of Dixie, a fashion company in Denmark, shared that “With Microsoft Dynamics NAV 2013 all in all, our inventory management has become 20% more effective. Microsoft Dynamics NAV 2013 has been optimal in helping us to streamline processes– and using the time gained on customers.”
We’ve also done a lot of work with Microsoft Dynamics NAV to give you the power of choice - choice about which client, device or browser your people use to connect with the system. And choice about where and how you deploy the solution—whether that is on-premises or in the cloud.
For our partners that build industry and custom solutions on top of Microsoft Dynamics NAV 2013, we’ve made a big investment in improving the “hostability” of the solution. What does this mean in practice? It means you’re up and running faster because partners can deploy and manage Microsoft Dynamics NAV 2013 in a more streamlined way. It also means that performance is significantly faster. Some of our hosting partners such as NovaVision, Pleasant Valley Business Solutions, and Technology Management are already experiencing the benefits of this work as they offer a hosted version of the solution to our customers today.
Last but not least, we’ve localized Microsoft Dynamics NAV 2013 for 15 markets: Australia, Canada, Denmark, France, Germany, India, Italy, Mexico, Netherlands, New Zealand, Spain, Sweden, United Kingdom, United States, and International English. Other localized versions are on the way, but we don’t have dates to share yet.
Anyway, that’s just an overview of what’s new. I hope that you’re as excited as our early customers and partners are about the new product. Check out the Microsoft Dynamics NAV 2013 product site here for more information.
Senior Director – ERP Product Management
Deploying the Microsoft Dynamics NAV Windows client makes it easy for end users to install, upgrade, and uninstall the Microsoft Dynamics NAV Windows client. They can do this with a few clicks, without help from super users or IT administrators.
This video shows how a partner or IT administrator can sign a ClickOnce deployment using a Certificate, and how this improves security and confidence for end users when they install the Microsoft Dynamics NAV Windows client.
This is the third video in a series of how-to videos that show how a partner or IT administrator can deploy the Microsoft Dynamics NAV Windows client with ClickOnce. Make sure to watch the first video before you watch this video.
For a detailed step-by-step guide about how to deploy the Microsoft Dynamics NAV Windows client with ClickOnce, see http://go.microsoft.com/fwlink/?LinkId=251676.
-Christian Heide Damm
In NAV 2013, the out-of-the-box experience shows how RoleTailoring makes a difference.
All 21 pre-defined user profiles have been updated to include configuration of individual pages to fit the work of each user profile. This affects the list places in the navigation pane, all associated ribbons, and the majority of list places in the departmentpage.
Benefits for customers include:
Benefits for partners and super users at customers include:
In order to understand how the final user interface has been built up for Microsoft Dynamics 2013 RTM, a short description of the three stages of the delivery is described below. The same sequencing is recommended for partners that want to integrate their solution in Microsoft Dynamics NAV 2013.
In summary, the 3 stages are:
Stage 1: Changes in the Page Object Actions (ActionItems, RelatedInfoItems, Reports)
The recommended changes are:
Example of a giant ribbon action group in the Navigate tab (the “Item” group has 22 actions/dropdowns):
Example of a “giant” ribbon action group (the “General” group has 20 reports):
Examples of new action groups created to avoid Giant groups. This work is not carried into the Home tab. To promote action is considered as a configuration task.
Example of a quick entry implementation on Sales Order page where only No.; Sell to Customer No.; Requested Delivery Date; and External Document No.; are "mandatory" to pause by or amend when using the Enter key. Skipping 6 fields in W1. In the following illustration, the QuickEntry property is set to FALSE on Sell-to-Customer Name. In general all fields that have a defaulting mechanism (the various dates on sales order) or are retreived by master record are skipped.
Stage 2: Establish a Configuration Baseline with a New “Master Page” Concept
To provide the most flexibility in configuration, Microsoft Dynamics NAV 2013 allows pages to be configured differently dependent on how a page is opened. For example, a list used for lookup can be configured differently from how the same list looks when opened as a listplace. Conversely, in cases where in fact the same configuration should be used regardless of where a page is opened from, it is necessary to duplicate the configuration.
Because this duplication was a frequent need during the work to configure W1, an internal tool was developed that included the concept of a "master page". A master page for each list and card page was crafted and duplicated in the Department page (and other places), so the user gets configured pages regardless of whether they come from the navigation pane or the Department page. The "configured" page included in Department was the one from the most predominant role - e.g.: the Sales Order list optimized for the Sales Order Processor is the "default" Sales Order list for all profiles when accessing the Department page. The Purchasing Agent optimized Purchase Order should be the one included in the Department page, the Finance pages optimized for the Accounting Manager are included in the Department page, etc. The basic configuration of pages that was duplicated as described includes:
Example on Sales order card page: Release and Posting are groups placed where frequency is the design criteria. Prepare, Order, and Documents reflects a sequence of activities.
On the Actions Tab, the positioning of the Posting group follows the sequence of tasks.
As an example, see the following screenshots of the non-configured ribbon for the sales Journal List place Home and Action tabs:
The following is the configured ribbon for the same page (Sales Journal List place) without redundant Actions Tab and without the group "Show as Chart"
The integration to Office is included by default in the NAV Application menu:
Examples of integration to office - Excel for list, Email or Word for Document or Card page:
You can select the "Customize FastTab" button on the Customize page, and then select Quick Entry for fields. You do not need to select Quick Entry for fields with the Importance set to "Additional." (The "Additional" fields are fields that are included when you click "Show more fields.")
Some pages like the Job Journal with integration to several application area and a complex functionality benefit greatly from a Freeze pane when working with the lines.
All list places on the Navigation pane have received a Freeze pane, usually with No. field. The description field is usually placed just after the freeze pane. Note: a quick way to see if a page has been configured is to see if there is a freeze pane defined or a promotion of a Send To group is created. These are two examples of improvements that are not defined out-of-the-box on the page object.
Creation of new tabs: The following is the Accounting Manager Role Center. To avoid giant groups and to make the Actions group more readable, several actions have been placed under new tabs. One example is the Setup tab. An analysis of what are the frequent Setup tasks of an accounting manager suggested that some VAT setup and some other general setup could be included. Since these additions were made at Configuration time, there are no actions in the page object that can be assigned an icon. This also demonstrates the current lack of ability to add an icon at the time of promoting an action to the Role Center ribbon.
Stage 3: Finalize the Role Tailoring experience
The third and final stage of RoleTailoring relates to the configuration one carries out for individual user profiles. Needless to say, this is when your knowledge about the roles and responsibilities of the individual user profiles come into play. Overall, this is how this stage of configuration was implemented in Microsoft Dynamics NAV 2013:
The following are three examples with Item card. Purchasing agent, including journals:
Warehouse responsible, excluding journals, bringing Bin Contents to a predominant place. Depending on the company flow, it can be simplified much more, for example, by removing reports and Requisition Worksheet.
Service Technician, excluding journals, add Service group. Requisition Worksheet is kept in case the technician has his own batch, where he can add missing parts for the consideration of the Purchasing agent.
The following are two examples with the Sales Order page. Sales personnel, Purchase and Finance:
Warehouse Responsible, location with WMS: Sales Order, no posting group, only Create Whse Shipment (the posting is done at the warehouse shipment):
The following are two examples with Customer page. Warehouse Responsible, location with WMS:
Sales order line for a warehouse responsible:
Sales order Lines for a Purchasing agent:
The following example is from the Accounting Manager profile where the vendor ledger entries has been added to the navigation pane and a view is created for purchase invoices due today.
On the Sales Invoices “Pending Approval” view (built up filtering on sales, invoices pending approval), the following actions are promoted: “Release,” “Cancel Approval,” and “Approvals.” The Posting group and the Reopen, SendApproval Request etc., are not promoted because these actions are not relevant for the view.
On the subsequent “Approved” view, the "Reopen" action is promoted and the Posting group is added.
Issues to Note
Known Issues for Profiles or Limitations in the Configuration Capabilities
The following issues exist with the configured ribbons:
The configuration capabilities are evolving with the following not currently available in the product:
Deleted or Promoted Actions
The following table shows pages in the local version of Microsoft Dynamics NAV 2013, which contain actions that have been deleted or promoted to another group, with a recommendation for a possible resolution.
9020 - Small Business Owner RC
Sales Order (42)
Delete the action or delete and move the duplicate action from the "New Document" group.
Purchase Order (50)
43 - Sales Invoice
Delete the action.
44 - Sales Credit Memo
507 - Blanket Sales Order
509 - Blanket Purchase Order
51 - Purchase Invoice
52 - Purchase Credit Memo
6630 - Sales Return Order
6640 - Purchase Return Order
132 - Posted Sales Invoice
5743 - Posted Transfer Shipment
9004 - Bookkeeper Role Center
Sales Invoice (43)
Replace caption with "Sales Invoice".
Purchase Invoice (51)
Replace caption with "Purchase Invoice".
16 - Chart of Accounts
Detail Trial Balance (4)
Replace caption with "Detail Trial Balance"
21 - Customer Card
27 - Vendor List
Vendor List (27)
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Bank Account Statement List (389)
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371 - Bank Account List
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434 - Reminder
Customer - Trial Balance (129)
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Senior Program Manager
Deploying the Microsoft Dynamics NAV Windows client with ClickOnce makes it easy for end users to install, upgrade, and uninstall the Microsoft Dynamics NAV Windows client. They can do this with a few clicks, without the help from super users or IT administrators.
This video shows how a partner or IT administrator can host a ClickOnce deployment on a web server instead of on a file share. This is best suited for public deployments over the internet, as opposed to deployments internally in an organization.
This is the fourth video in a series of how-to videos that show how a partner or IT administrator can deploy the Microsoft Dynamics NAV Windows client with ClickOnce. Make sure to watch the first video before you watch this video.
-Christian Heide Dam
This video shows how a partner or IT administrator can host a ClickOnce deployment in Azure blob storage. This combines the simplicity of a file share deployment with the accessibility of a public web server deployment.
This is the fifth video in a series of how-to videos that show how a partner or IT administrator can deploy the Microsoft Dynamics NAV Windows client with ClickOnce. Make sure to watch the first video before you watch this video.