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Microsoft Dynamics NAV

You're reading from   Microsoft Dynamics NAV Implementing ERP Systems

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Product type Course
Published in Mar 2017
Publisher Packt
ISBN-13 9781788298704
Length 1235 pages
Edition 1st Edition
Languages
Tools
Concepts
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Authors (6):
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David Roys David Roys
Author Profile Icon David Roys
David Roys
David Roys is a Microsoft Most Valuable Professional (MVP) for the Microsoft Dynamics NAV product. He has worked in the computer industry since 1992 and currently works in New Zealand for Intergen Ltd., a leading Microsoft Gold Partner and Dynamics Presidents Club member. Since getting his honors degree in Computing Science from Staffordshire University, England, he has worked with a variety of custom-written and packaged financial solutions in a variety of roles. His first programming job provided experience of financial systems using CICS, COBOL, and JCL on an IBM 3090 series mainframe. From being a very junior developer in a large organization, he went on to be a oneman IT department at a small food manufacturing company in a role that allowed him to learn and develop solutions for a Danish ERP package called 'Concorde XAL'. David moved into the world of consulting and ERP reselling in 1996 where he enjoyed working with some truly brilliant people at Columbus IT Partner and was able to work on international projects in South Africa, Hungary, Poland, and Ireland. With many years of experience in XAL and Axapta he moved to New Zealand in 2002 to work as a consultant for Ernst & Young in their IT Consulting practice delivering financial solutions in Navision Attain. He now works in his dream job as a Dynamics NAV consultant and developer for Intergen Ltd., a bunch of fun-loving, incredibly smart people. David firmly believes that ERP systems are boring and is committed to bringing some entertainment to this dull and listless world.
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Marije Brummel Marije Brummel
Author Profile Icon Marije Brummel
Marije Brummel
Marije Brummel is a coach, author, programmer, consultant, project manager, presenter, evangelist, and a trainer. Marije has received the Microsoft MVP and the NAVUG All-Star awards, among several other awards. She has chaired the Microsoft Dynamics Credentialing committee and has authored official Microsoft Exam materials. She’s the go-to girl for performance troubleshooting and upgrade challenges. One of her biggest achievements was introducing Design Patterns into the Business Central community. Her books, blog articles, and YouTube videos have influenced almost everyone involved with Business Central. She is a mother of five, enjoys the outdoors with her dog and loves spending time with her family.
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See other products by Marije Brummel
Christopher Studebaker Christopher Studebaker
Author Profile Icon Christopher Studebaker
Christopher Studebaker
Christopher Studebaker is a NAV developer/implementer and has 15 years' experience in designing, developing, implementing, and selling in the NAV and SQL Server environments. He has specialized in retail, manufacturing, job shop, and distribution implementations, mostly in high-user-count and high–data-volume applications. Chris has worked on many NAV implementations with integrations to external databases and third-party add-on products. Some special applications include high-volume order entry, pick-to-light systems, procurement analysis, and web frontends. Chris acts in a consulting and training role for customers and for peer NAV professionals. He provides training both in informal and classroom situations, often developing custom course material to support courses tailored to specific student group needs. Courses have included various NAV functional and development areas.
Read more
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Cristina Nicolas Lorente Cristina Nicolas Lorente
Author Profile Icon Cristina Nicolas Lorente
Cristina Nicolas Lorente
contacted on 9 may '16
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David Studebaker David Studebaker
Author Profile Icon David Studebaker
David Studebaker
David Studebaker has been designing and developing software since 1962 as a developer, consultant, manager, and business owner. In 1967, David co-authored the first general-purpose SPOOL system, an AT&T/IBM joint project. He has been a founding partner in several firms, most recently Studebaker Technology and Liberty Grove Software. David's publications include a decade of technical reviews for ACM Computing Reviews and a number of articles on shop floor data collection. David originated the Packt series of books on programming Microsoft Dynamics Business Central (aka Dynamics NAV). He holds a BS in mechanical engineering from Purdue University and an MBA from the University of Chicago. He is a life member of the Association for Computing Machinery.
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See other products by David Studebaker
Laura Nicolàs Lorente Laura Nicolàs Lorente
Author Profile Icon Laura Nicolàs Lorente
Laura Nicolàs Lorente
Laura Nicols Lorente started working with Dynamics NAV back in 2005, first in the support department, mostly solving functional issues and doubts. She soon jumped to full deployment: consulting, analysis, development, implementation, migration, training, and support. Right at the beginning, she realized that it was very important for a Dynamics NAV consultant to have a deep knowledge of business workflows. Technical skills are just not enough. So she started training herself in accounting, taxation, supply chain, logistics, and so on. She discovered a whole new world and found it very interesting. After having enough consultancy experience, she got to manage the first project on her own. And then, she realized that even tech and business knowledge is not enough; she also needed management skills. So, after reading different management books and trying different approaches on the projects she worked on, she decided to deepen her knowledge by taking a master's degree in project management. She is now transitioning to agile management and agile development for better project success. She continues her training in the three areas (tech, business workflows, and management) whenever she gets a chance to. The Web is a huge source of inspiration for her: groups, forums, blogs, books, and so on. She also contributes by sharing her knowledge and experience with the Spanish Dynamics NAV community. Laura is also a coauthor of the book Implementing Microsoft Dynamics NAV 2013, which had really good comments coming from different Dynamics NAV experts.
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Toc

Table of Contents (264) Chapters Close

Preface
1. What this learning path covers
2. What you need for this learning path FREE CHAPTER
3. Who this learning path is for
4. Reader feedback
5. Customer support 6. Part 1. Module 1
7. Chapter 1. Exploring Microsoft Dynamics NAV – An Introduction
8. Understanding Microsoft Dynamics NAV
9. The functional areas within Dynamics NAV
10. History of Dynamics NAV
11. Functional areas 12. Accessing Dynamics NAV 13. Summary
14. Chapter 2. What's New in NAV 2016?
15. Application changes 16. Development changes 17. IT changes 18. Summary
19. Chapter 3. Dynamics NAV – General Considerations
20. The data model 21. No save button 22. The posting routines 23. Navigating through your data 24. Real-time data gathering – the SIFT technology
25. Everything leads to accounting
26. The Dynamics NAV database 27. Summary
28. Chapter 4. The Implementation Process – From the Reseller
29. What is an implementation?
30. Methodology 31. Roles 32. Phases 33. Summary
34. Chapter 5. The Implementation Process on the Customer Side
35. Definition of goals
36. Measuring goals
37. Defining the internal processes 38. Improve before automating
39. Getting the requirements
40. Change management
41. Get involved in testing the system
42. Involve end users
43. Summary
44. Chapter 6. Migrating Data
45. Tools to migrate data 46. Converting data from the old system to Dynamics NAV's needs 47. Master data
48. Open entries 49. Historical data
50. Open documents
51. Choosing a go-live date 52. Summary
53. Chapter 7. Upgrading Microsoft Dynamics NAV
54. Upgrading philosophy
55. Upgrades prior to Dynamics NAV 2013
56. Upgrades from Dynamics NAV 2013 forward
57. Upgrading process checklist 58. Upgrading steps to NAV 2013 59. Upgrading tools 60. Summary
61. Chapter 8. Development Considerations
62. Setup versus customization
63. Data model principles 64. The posting process 65. Where to write customized code 66. Formatting customized code
67. Summary
68. Chapter 9. Functional Changes on Existing Implementations
69. General guidelines
70. What is a functional change? 71. Interactions with other functionalities 72. Writing a to-do list to implement a change 73. Choosing the right time 74. Planning the change 75. Summary
76. Chapter 10. Data Analysis and Reporting
77. Using filters and FlowFilters
78. Creating views
79. Statistics
80. Charts 81. Using reports 82. Account schedules
83. Analysis views 84. Extracting data 85. Understanding report development 86. Summary
87. Chapter 11. Debugging
88. The art of debugging
89. Debugging in Dynamics NAV 2016 90. Placing breakpoints 91. Line-by-line execution 92. The Call Stack FactBox
93. The Watches FactBox 94. Summary
95. Chapter 12. Popular Reporting Options with Microsoft Dynamics NAV
96. What is a query?
97. Query Designer 98. Charts
99. Web services 100. Power BI
101. Jet Reports Express 102. Summary
103. Part 2. Module 2
104. Chapter 1. An Introduction to NAV 2015
105. NAV 2015 – an ERP system 106. Significant changes in NAV 2015 107. A developer's overview of NAV 2015 108. Hands-on development in NAV 2015 109. Summary
110. Review questions
111. Chapter 2. Tables
112. An overview of tables 113. Enhancing our sample application 114. Types of tables 115. Summary
116. Review questions
117. Chapter 3. Data Types and Fields
118. Basic definitions
119. Fields 120. Data types 121. FieldClass property options 122. Filtering 123. Summary
124. Review questions
125. Chapter 4. Pages – The Interactive Interface
126. Page design and structure overview 127. Types of pages 128. Page Designer 129. Page components 130. WDTU Page Enhancement – part 1
131. Page controls 132. WDTU Page Enhancement – part 2
133. Page Actions 134. Learning more 135. Summary
136. Review questions
137. Chapter 5. Queries and Reports
138. Queries 139. Reports 140. Report components – overview 141. Report data flow
142. Report components – detail 143. Creating a Report in NAV 2015 144. Summary
145. Review questions
146. Chapter 6. Introduction to C/SIDE and C/AL
147. Understanding C/SIDE 148. C/AL syntax 149. Some simple coding modifications 150. Finishing the processing code 151. Summary
152. Review questions
153. Chapter 7. Intermediate C/AL
154. C/AL Symbol Menu
155. Internal documentation
156. Validation functions 157. Date and Time functions 158. Data conversion and formatting functions 159. FlowField and SumIndexField functions 160. Flow control 161. Input and Output functions 162. Filtering 163. InterObject communication 164. Enhancing the WDTU application 165. Summary
166. Review questions
167. Chapter 8. Advanced NAV Development Tools
168. NAV process flow 169. Role Center pages 170. XMLports 171. Web services 172. Summary
173. Review questions
174. Chapter 9. Successful Conclusions
175. Creating new C/AL routines 176. Multi-language system
177. Multi-currency system
178. Navigate 179. Debugging in NAV 2015 180. C/SIDE Test-driven development
181. Other Interfaces 182. NAV Application Server (NAS)
183. Client Add-ins 184. Customizing Help
185. NAV development projects – general guidance 186. Design for efficiency 187. Updating and upgrading 188. Supporting material
189. Summary
190. Review questions
191. Part 3. Module 3
192. Chapter 1. Introducing Dynamics NAV Patterns and Software Architecture
193. What do we mean by 'patterns'? 194. Microsoft Dynamics NAV Design Patterns 195. Patterns elements and hierarchy 196. Building blocks 197. Metadata 198. Base application 199. Summary
200. Chapter 2. Architectural Patterns
201. The Singleton Pattern 202. The Supplemental and Subsidiary Pattern 203. The Compound Pattern 204. The Rules Pattern 205. The Master Data Pattern 206. The Journal Template-Batch-Line Pattern 207. The Entry Pattern 208. Document Pattern 209. The Argument table 210. Summary
211. Chapter 3. Design Patterns
212. The Entity State Pattern 213. The Select Pattern 214. The Number Series Pattern 215. Address Integration Pattern 216. Multi-Level Setup 217. Document History 218. Copy Document Pattern 219. Job Queue Entry Pattern 220. Dismissible dialogs and save preferences 221. Setup Update Pattern 222. Model-View ViewModel Pattern 223. Summary
224. Chapter 4. Building an Example Application Using Patterns
225. The design elements
226. The Pattern dependencies
227. Step one – Foundation 228. Step two – Master Data 229. Step three – Journals & Entries 230. Step four – Documents 231. The layered model
232. Summary
233. Chapter 5. Coding Best Practices
234. Coding guidelines 235. Class-Method-Property 236. Function libraries and interfaces
237. Natural Language Programming 238. Encapsulation 239. Façade
240. Hooks 241. Variant variables
242. Managing DLL
243. Summary
244. Chapter 6. Anti-patterns and Handling Legacy Code
245. Anti-patterns 246. Legacy code
247. Refactoring the C/AL Code 248. The boy scout rule
249. Summary
250. Chapter 7. Building Solutions Using Patterns
251. Building blocks 252. Creating the Table objects
253. Applying Design Patterns 254. Defining the methods
255. Writing the Code and Link methods 256. Refactoring 257. Testing the application 258. Upgrading the application 259. Building our application 260. Managing the source code 261. Summary
262. Bibliography
263. Index

Customizing Help

NAV 2015 comes with a Help Server component. When installing NAV 2015, we need to make sure that we are also installing the NAV Help Server on a Web server system to which all clients have access. Review the following Developer and IT Pro Help entries along with other entries that relate to modifying and maintaining Help data:

  • Configuring Microsoft Dynamics NAV Help Server
  • Microsoft Dynamics NAV Help Server
  • Adding Help to Your Microsoft Dynamics NAV Tablet Client
  • Upgrading You Existing Help Content

All the NAV Help files are now HTML files, accessible for whatever type of changes are appropriate for the installed system. That includes adding information to existing helps, having multiple language Helps, adding new Helps associated with customized or tailored applications, and whatever changes will make the software work better for the customer.

The process for developing customized Help is similar in many ways to developing customizations to the application software. The top...

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Authors (8)

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Profile icon Marije Brummel
Marije Brummel
Marije Brummel is a coach, author, programmer, consultant, project manager, presenter, evangelist, and a trainer. Marije has received the Microsoft MVP and the NAVUG All-Star awards, among several other awards. She has chaired the Microsoft Dynamics Credentialing committee and has authored official Microsoft Exam materials. She's the go-to girl for performance troubleshooting and upgrade challenges. One of her biggest achievements was introducing Design Patterns into the Business Central community. Her books, blog articles, and YouTube videos have influenced almost everyone involved with Business Central. She is a mother of five, enjoys the outdoors with her dog and loves spending time with her family.
Read more
See other products by Marije Brummel
Profile icon Cristina Nicolas Lorente
Cristina Nicolas Lorente
contacted on 9 may '16
Read more
See other products by Cristina Nicolas Lorente
Profile icon Christopher Studebaker
Christopher Studebaker
Christopher Studebaker is a NAV developer/implementer and has 15 years' experience in designing, developing, implementing, and selling in the NAV and SQL Server environments. He has specialized in retail, manufacturing, job shop, and distribution implementations, mostly in high-user-count and high–data-volume applications. Chris has worked on many NAV implementations with integrations to external databases and third-party add-on products. Some special applications include high-volume order entry, pick-to-light systems, procurement analysis, and web frontends. Chris acts in a consulting and training role for customers and for peer NAV professionals. He provides training both in informal and classroom situations, often developing custom course material to support courses tailored to specific student group needs. Courses have included various NAV functional and development areas.
Read more
See other products by Christopher Studebaker
Profile icon David Roys
David Roys
David Roys is a Microsoft Most Valuable Professional (MVP) for the Microsoft Dynamics NAV product. He has worked in the computer industry since 1992 and currently works in New Zealand for Intergen Ltd., a leading Microsoft Gold Partner and Dynamics Presidents Club member. Since getting his honors degree in Computing Science from Staffordshire University, England, he has worked with a variety of custom-written and packaged financial solutions in a variety of roles. His first programming job provided experience of financial systems using CICS, COBOL, and JCL on an IBM 3090 series mainframe. From being a very junior developer in a large organization, he went on to be a oneman IT department at a small food manufacturing company in a role that allowed him to learn and develop solutions for a Danish ERP package called 'Concorde XAL'. David moved into the world of consulting and ERP reselling in 1996 where he enjoyed working with some truly brilliant people at Columbus IT Partner and was able to work on international projects in South Africa, Hungary, Poland, and Ireland. With many years of experience in XAL and Axapta he moved to New Zealand in 2002 to work as a consultant for Ernst & Young in their IT Consulting practice delivering financial solutions in Navision Attain. He now works in his dream job as a Dynamics NAV consultant and developer for Intergen Ltd., a bunch of fun-loving, incredibly smart people. David firmly believes that ERP systems are boring and is committed to bringing some entertainment to this dull and listless world.
Read more
See other products by David Roys
Profile icon David Studebaker
David Studebaker
David Studebaker has been designing and developing software since 1962 as a developer, consultant, manager, and business owner. In 1967, David co-authored the first general-purpose SPOOL system, an AT&T/IBM joint project. He has been a founding partner in several firms, most recently Studebaker Technology and Liberty Grove Software. David's publications include a decade of technical reviews for ACM Computing Reviews and a number of articles on shop floor data collection. David originated the Packt series of books on programming Microsoft Dynamics Business Central (aka Dynamics NAV). He holds a BS in mechanical engineering from Purdue University and an MBA from the University of Chicago. He is a life member of the Association for Computing Machinery.
Read more
See other products by David Studebaker
Profile icon Laura Nicolàs Lorente
Laura Nicolàs Lorente
Laura Nicols Lorente started working with Dynamics NAV back in 2005, first in the support department, mostly solving functional issues and doubts. She soon jumped to full deployment: consulting, analysis, development, implementation, migration, training, and support. Right at the beginning, she realized that it was very important for a Dynamics NAV consultant to have a deep knowledge of business workflows. Technical skills are just not enough. So she started training herself in accounting, taxation, supply chain, logistics, and so on. She discovered a whole new world and found it very interesting. After having enough consultancy experience, she got to manage the first project on her own. And then, she realized that even tech and business knowledge is not enough; she also needed management skills. So, after reading different management books and trying different approaches on the projects she worked on, she decided to deepen her knowledge by taking a master's degree in project management. She is now transitioning to agile management and agile development for better project success. She continues her training in the three areas (tech, business workflows, and management) whenever she gets a chance to. The Web is a huge source of inspiration for her: groups, forums, blogs, books, and so on. She also contributes by sharing her knowledge and experience with the Spanish Dynamics NAV community. Laura is also a coauthor of the book Implementing Microsoft Dynamics NAV 2013, which had really good comments coming from different Dynamics NAV experts.
Read more
See other products by Laura Nicolàs Lorente
Profile icon Vjekoslav Babic
Vjekoslav Babic
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Profile icon Alex Chow
Alex Chow
Alex Chow has been working with Microsoft Dynamics NAV, formerly Navision, since 1999. His customers range from $2 million a year small enterprises to $500 million a year multinational corporations. With a background in implementing all functions and modules inside and outside of Microsoft Dynamics NAV, Alex has encountered and resolved the most practical through to the most complex requirements and business rules. He founded AP Commerce, Inc. in 2005, a full-service Dynamics NAV service center. Alex has also written the books Getting Started with Dynamics NAV 2013 Application Development and Implementing Dynamics NAV, Third Edition, both by Packt. He lives in southern California with his wife and two lovely daughters.
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