MICROSOFT DYNAMICS NAV 2013 INSIDE 1

Transcription

1 MICROSOFT DYNAMICS NAV 2013 INSIDE 1

2 Rene Gayer - Michaela Gayer Christian Hauptmann MICROSOFT DYNAMICS NAV 2013 INSIDE ISBN MICROSOFT DYNAMICS NAV 2013 INSIDE

3 Publisher MBS-Training, Ludwig-Boltzmann Straße 4, 2700 Wiener Neustadt, Duplication and usage for reproduction No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without the written permission of the publisher. BV ebook license agreement MBST BOOKS ebooks are licensed to be used only by the buyer of the ebook. You may make copies of your ebook for your own use onto any machine. You may not pass copies of the ebook on to anyone else. In case you intend to buy ebooks for your colleagues, you will be required to place an ebook order for each person. ebook format Our ebooks are currently only available in Adobe PDF document format. This is not Adobe ebook Reader format, which has greater restrictions on security. You need to use Adobe Reader v6 or later to read our ebooks. You can download Adobe Reader for free from MICROSOFT DYNAMICS NAV 2013 INSIDE 3

4 Content CHAPTER 1 Foreword About the authors Subject of this book CHAPTER 2 General Introduction to Microsoft Dynamics NAV Installation Configuration and Maintenance Client Possibilities Architecture Changes Database improvements Development improvements Application enhancements CHAPTER 3 Usability Improvement Role Centers User Customization Ribbon Action strip OneNote Integration Charts Selection, Copy & Paste Filtering, Search, Find and Sort Additional Views on Ledger Entries Call-to Button Quick Entry New Keyboard Shortcuts CHAPTER 4 Application Enhancement RapidStart Services: Setting up a new Company Financial Management Assembly Management MICROSOFT DYNAMICS NAV 2013 INSIDE

5 4.4 Warehouse Management Inventory Jobs Time Sheets for Resources Removed/Replaced Features CHAPTER 5 Installation, Configuration and Maintenance Introduction System Requirements Dynamics NAV Server User and Session Administration Additional Administration CHAPTER 6 Page Design in Dynamics NAV Introduction to pages Designing Pages Designing the drop down list New design topics in Dynamics NAV CHAPTER 7 Report Design in Dynamics NAV System requirements Dynamics NAV 2013 C/Side Changes and Enhancements Microsoft Visual Studio 2010 Changes and Enhancements Additional reporting topics CHAPTER 8 Query Design in Microsoft Dynamics NAV Introduction to queries Create my first query Grouping and Totaling Filter possibilities Additional properties Using queries in C/AL Using queries in reports MICROSOFT DYNAMICS NAV 2013 INSIDE 5

6 8.8 Export possibilities Limitations CHAPTER 9 Introduction to the Web Client Introduction to the Web Client Installation of the Dynamics NAV 2013 Web Client Server Component Usability Limitations User Administration and IIS Applications CHAPTER 10 Introduction to the SharePoint Client Introduction System requirements Installation Configuration Usability Limitations CHAPTER 11 General News in C/AL and C/SIDE Database Improvements Changes in C/SIDE CHAPTER 12 Debugging in Dynamics NAV General Introduction to Debugging in Dynamics NAV Configuration of the Debugger Activating the debugger Managing the debugger Disable Debugging Additional Debugger Options CHAPTER 13 Appendix Tips and Tricks Application Development Dynamics NAV SharePoint WebPart MICROSOFT DYNAMICS NAV 2013 INSIDE

7 13.4 General MICROSOFT DYNAMICS NAV 2013 INSIDE 7

8 CHAPTER 1 Foreword Dear reader, Microsoft Dynamics NAV 2013 is the new role tailored generation of ERP Business Solutions by Microsoft. When I heard about what Microsoft has in store I was a little bit confused about new technologies. 64 Bit architecture, two additional new client possibilities, improved role tailored client experience, support of the open data protocol for easy exchange of data between different applications, support of different browser and other devices, support of new types of queries and new features, etc.. I was sitting there preoccupied in my thoughts and asked myself: Hm.., a lot of new stuff. Will it really be possible once again to prepare myself (and then others) for all these new possibilities? Microsoft Dynamics NAV is growing and growing and I was not really sure if I am able to learn all required things about these improvements. Of course, a lot of these technologies can be used with Microsoft Dynamics NAV for many years in a more complex way. And the most of the partners already have their specialists for every topic, but what about me? It was really a pleasure to learn so many new things during the preparation although it was also really a challenge. From a technical point of view, Microsoft Dynamics NAV 2013 is still a mountain where you will reach the summit if you are an experienced cragsman. Never the less, if you really want to get out all of the power of Microsoft Dynamics NAV 2013 it is still more efficient to have specialists in your team that are focused on one or two topics. What s the point? Let s go and start preparing for the readiness and I am sure you know, because of this book exists, what the final answer will be. 8 MICROSOFT DYNAMICS NAV 2013 INSIDE

9 1.1 About the authors Some years are gone and we are still selling the book NAV 2009 Inside. After we have published it many years ago a lot of people contacted me with messages like, cool book keep on, good work, your book is great, Big Thanks to all of you who gave us new energy and motivation writing the next one. But for me it is also very important that you know that NAV 2009 Inside, and NAV 2013 Inside would not exist if the other authors like, Michaela and Christian would not have invested the same power and time like I did. Because of this, this page is especially for them: Thank you very much Michaela and Christian that you are spending so much time in writing these 2 books! So this OUR new book NAV 2013 Inside and we hope you will enjoy it like we did during writing the chapters. Rene Gayer Theory or Practice? This was the question Rene Gayer faced after finishing school. He decided for the practical side of things and completed a commercial education, before he finally entered the world of ERP. His main interest in this field since 1998 is the Microsoft Dynamics NAV ERP solution, which was formerly known as Navision. After some years his experience in this area led to the founding of his own company, MBS-TRAINING, that is today the prime partner for IT-companies in Austria and Switzerland, becoming ready in Microsoft Dynamics. Beside that he regularly delivers speeches as a Promoter and MVP about Microsoft and works as a lecturer at various universities of applied sciences. On January 1 st, 2007 and again on every following year Rene Gayer was awarded the MVP Most Valuable Professional by Microsoft. The Most Valuable Professionals (MVPs) of Microsoft are acknowledged and easy-to-reach persons, who have extensive knowledge about one or more Microsoft products. They are active in both Online- and Offline-Communities to offer other Microsoft customers their expertise and competence. MICROSOFT DYNAMICS NAV 2013 INSIDE 9

10 With this Most Valuable Professional program Microsoft recognizes the achievements of such persons and their contribution to the Community. This program was installed to support the world-wide dynamic Community, where Microsoft and its customers get to know each other better and better through continually developing relationships. Michaela Gayer Michaela Gayer was studying at a technical college in Wiener Neustadt, Austria. After finishing the college in year 1998 she started to work as a developer designing Microsoft Dynamics NAV (formerly known Navision) solutions. During the years she developed to be a project manager and sales consultant. From 2000 to 2004 she studied part time business consultancy at University of Applied Sciences Wiener Neustadt, degree Master of Arts in Business. In 2005 she started to work as chief executive and trainer for MBS-Training. Her area of expertise is Microsoft Dynamics NAV and Microsoft SQL Server. Although she studied business and is responsible for finance at MBS-Training her fervor is programming and technical subjects. Therefore she passed the Microsoft Certified Professional and Microsoft Certified Trainer Certification for Microsoft Dynamics. Christian Hauptmann After finishing the well know Business Administration School in Graz, Christian Hauptmann decided to start his career as Microsoft Office Trainer. In 1997 he got in contact with Microsoft Dynamics NAV, which was known at this time as NAVISION Financials. Working in over 80 NAV Projects in Austria and Germany as Consultant, Trainer and Project manager he decided to share his huge knowledge about ERP Software with others. He started to work for MBS-Training in Austria to share his knowledge with other NAV Consultants, Trainers and Users. Today he is responsible for the consulting and implementation area of the NAV Workflows at a customer in over 32 Countries. 10 MICROSOFT DYNAMICS NAV 2013 INSIDE

11 1.2 Subject of this book This book is designed to point out the technical innovations in release 2013 of Microsoft Dynamics NAV. The chapters are written from a practical point of view and are underlined with various examples. Chapter 2 General Introduction to Microsoft Dynamics NAV 2013: This chapter gives an overview from a consultant point of view. It describes the new possibilities without going into deep dive details. For those who want to move on with the other chapters it is the best way to have knowledge about what follows in this book. Chapter 3 Usability improvements: This chapter gives an introduction to navigation and working with the Windows Client (formerly known as Role Tailored Client) from a user point of view. It figures out the new enhancements for filtering, searching and other new possibilities. Chapter 4 Application Enhancements: Microsoft Dynamics NAV 2013 is a new major release which is also focused to huge application enhancements. Like in the past there are improvements in the well-known departments like Supply Chain, Inventory, Finance, etc. But this time there are also complete new major functionalities available like Cost Accounting, Assembly Management or Forecasting. This chapter is focuses on these new features. Chapter 5 Installation, Configuration and Maintenance: Since Microsoft Dynamics NAV 2009 the 3tier Architecture figures out new challenges in installation and maintenance. Microsoft Dynamics NAV 2013 includes new tools and services for an easier way to manage Microsoft Dynamics NAV server functionalities. Chapter 6 Page Design in Microsoft Dynamics NAV 2013: Page (Meta Data) Design is a basic requirement of design knowledge about Microsoft Dynamics NAV since version Many professionals worldwide shared their experience about this with Microsoft. Microsoft Dynamics NAV 2013 includes improvements around this topic which are described in this chapter. Chapter 7 Report Design in Microsoft Dynamics NAV 2013: Classic Client runtime for reports was removed with Microsoft Dynamics NAV This chapter describes the different transforming approaches that are available in Microsoft Dynamics NAV 2013 to transform sections MICROSOFT DYNAMICS NAV 2013 INSIDE 11

12 into the new dataset design structure. It also figures out new possibilities with RDLC Chapter 8 Query Design with Microsoft Dynamics NAV 2013: Many years professionals worldwide are asking for a query-like interface like using T-SQL directly in Microsoft Dynamics NAV. The new object type Query enables administrators to design their own query by using typically NAV 2013 Development Environment. This chapter describes the possibilities and current restrictions of the object type. Chapter 9 Introduction to the Web Client: There have been a lot of announcements around SharePoint and web interfaces in the past. Microsoft Dynamics NAV 2013 is the first release which really supports an "out of the box" web interface and gives us the answer why the page Meta data design brings up a lot of advantages. This chapter gives you an overview about the new web interface and the system requirements. Chapter 10 Introduction to the SharePoint Client: SharePoint Client or Web Client? This chapter is focused to using Microsoft Dynamics NAV 2013 with a SharePoint interface and gives a comparison to the Web Client. Chapter 11 General News in C/AL and C/SIDE: This chapter describes all other technical news that come along with Microsoft Dynamics NAV 2013 that were not described in any other chapter. One key part is new properties and functions. Chapter 12 Debugging in Microsoft Dynamics NAV 2013: Microsoft Dynamics NAV 2013 includes a new debugger tool for 3tier architecture. This chapter describes how it is possible to debug the Windows, Web and SharePoint Client, but also background sessions. APPENDIX Tips and Tricks This chapter is a smart collection of small features, tips or hints we have collected during workshops. Sometimes it is only a URL and sometimes a little bit more 12 MICROSOFT DYNAMICS NAV 2013 INSIDE