NAV 2017 vs Dynamics 365

On October 11 Microsoft unveiled a First Look at Dynamics 365, the next generation of intelligent, purpose-built business applications that work seamlessly together to help manage specific business functions across Sales, Customer Service, Operations, Financials, and beyond. PowerApps, Microsoft Flow, and the Common Data Service are built-in to make Dynamics 365 easily adaptable to the specific needs of any organization.

On October 28 Microsoft unveiled Microsoft Dynamics NAV 2017

Now when exploring NAV 2017 and Dynamics 365 found some differences as follows

NAV 2017 Dynamics 365
NAV 2017 providing functionality like Service,Jobs,Manufacturing etc Dynamics 365 not providing modules with required functionalities
NAV 2017 providing required financial management in every company Dynamics 365 is missing with some key functionalities like inter company transactions.
NAV 2017 provides wide range of functionality in Purchase & Inventory Management Dynamics 365 is missing with functionality like Item tracking,Purchase quote,Item charge
In NAV 2017 we can use links to attach external documents,use comments to add additional details Dynamics 365 is lacking these functionalities at the moment
NAV 2017 support development through extensions as well as you can modify existing functions and code units Dynamics 365 develops through extensions.

The above difference are based on the broad view of both applications and Dynamics 365 is in preliminary stage at the moment and in future it will come with lot more functionalities which will support in day to day activities to user.

Stay Tuned for more.

Cheers

Default Item Quantity-NAV 2017

In NAV 2017 one new parameters added in Sales & Receivables Setup i.e Default Item Quantity.

By default this parameter is unchecked .When you check this parameters then this will add by default quantity as 1 when you add Item in Sales Order.

Navigate Page Type-Web Client NAV 2017

Prior to NAV 2017 Navigate Page type was not supported in Web Client .When user try to access Navigate page then it throws error saying that use Card Page type.

In NAV 2017 Navigate page type are supported and user can view the navigated entries in Web Client.

Create Item from Description -NAV2017

New utility introduced in NAV 2017 where you can create Item from description. This is control from Sales & Receivables Setup that means if user want to create item based on description entered by user in Sales Order

User need to enable following field in Sales & Receivables Setup

In transaction when user entered description in Item No field and if this item does not exists in item master then system will prompt user as follows

Once User click on ‘Create a new item card for’ then it will prompt to select template to create item card

Based on the template system will create item master and user can use that item in transactions.

Report Settings- NAV 2017

There is one new parameter introduced in NAV 2017 reports that is ‘Saved Settings’

Depending on the report that is run, request page that lets you to set certain options and filters for changing the data that is included in the generated report. A report can include one or more saved settings that you can apply to the report from the request page. Saved settings are basically predefined options and filters. Using saved settings is a fast and reliable way to consistently generate reports that contain the correct data.

You can see the saved settings that are available to you for a report in Saved Settings section of the report request page. There is always at least one saved settings entry, which is called Last used options and filters. These settings are the option and filter values that were used the last time you ran the report.

How to Apply Saved Settings to Report

1) Open report and report request page appears

2) In the Saved Settings section of the page, set the Name field to the saved settings that you want to use

 

How to Create Saved Settings for Users

If you have the proper permissions, you can view, create, and modify the saved settings for all reports for all users in company. You can assign saved settings for a report to individual users or all users in the company.

You manage saved settings from page 1506 Reports Settings.

From this page you can create new settings for all users or any individual users also.

Note: The saved settings feature on reports is only relevant when the SaveValues property of the request page is set to Yes. The SaveValues property is set in the development environment.

Microsoft Dynamics NAV Cumulative Update Release for this Month

Following cumulative updates release for this month for Microsoft Dynamics Navision

NAV 2016 :- You can download the cumulative update from KB 3202888 – Cumulative Update 13 for Microsoft Dynamics NAV 2016 (Build 47256).

NAV 2015 :- You can download the cumulative update from KB 3202890  – Cumulative Update 25 for Microsoft Dynamics NAV 2015 (Build 47254).

NAV 2013 :- You can download the cumulative update from KB 3202886  – Cumulative Update 37 for Microsoft Dynamics NAV 2013 R2 (Build 47259).

NAV 2013 R2 :- You can download the cumulative update from KB 3202886  – Cumulative Update 37 for Microsoft Dynamics NAV 2013 R2 (Build 47259).

 

The cumulative update is intended mainly for solutions that are experiencing the problems described in the Knowledge Base article linked to below. However, you are advised to always keep your solution updated with the latest cumulative update.
Warning

Before you install a cumulative update in a production environment, take the following precautions:

1.    Test the cumulative update in a non-production environment.

2.    Make a backup of the system or computer where the cumulative update is to be installed.

NAV2017:- Account Categories and SubCategories

I wrote about this cool feature introduced in NAV2017 in my earlier blog Account categories. Today we will see more in detail how this is used in NAV2017

We have to classify the Ledger accounts specially for reporting purpose and creating balance sheet and income statement.

User can define the Account category and subcategory in G/L Account master against each ledger account

Based on this NAV provided the screen to see the balances against the categories. This page gives overview of

This page show detail with balances for categories and sub categories defined. The fact boxes will show the GL Accounts associated with Account categories and subcategories which is tagged in master.

Based on this categories needed reports added in NAV2017 i.e. Balance Sheet and Income Statement which we initially creating using account schedules and now we have readily available in NAV2017.Smile

Reports are available under Financial Management.

Cheers….

NAV 2017-C/AL Properties

In NAV 2017 some new C/AL properties has been introduced by looking at the user requirement . These properties are introduced to give user more flexibility over the UI and give more user friendly experience.

Application Area:-

This property set application areas that apply to the control and this property applies to

  • Page field, part, and action controls.
  • Report request page field controls.
  • MenuSuite items

This property used to hide the control in user interface .i.e. You need to tag the controls by specifying the text string with comma separated values Example If you want tag Vendor list in Menu Suite then you can mention #Basic,#Suite in applicationarea

Note :- This property is working based on the table 9178 application area setup .You can define more but still in future release it may be change again.

 

Gesture:-

This property specially for touch interface devices like Phone client.

The property has the following values:

Value Description
None No gesture for the action.
LeftSwipe Swipe in from the right edge of the touch interface.
RightSwipe Swipe in from the left edge of the touch interface.

You typically use the Gesture property on list type pages for executing an action on items in a repeater control.

In Action Designer, you can use the Gesture column to view the Gesture property value for all page actions. If the Gesture column is not visible, then on the View menu, choose Show Column, and then select Gesture.

TestPermissions :-

Specifies a value that can be used to determine which permission sets are used on tests that are run by test codunits or test functions.

This property applies

  • To test codeunits that have subtype property set to Test
  • To Test functions are functions that have the FunctionType property set to Test.

    The property has the following values:

    • Disabled
    • Restrictive
    • NonRestrictive
    • InheritFromTestCodunit

PromotedOnly:-

This property specifies whether actions to be displayed on HOME tab of ribbon and not on the tab where it is defined.

You can set either Yes or No in this property . Default value is No

This property in not relevant on Microsoft Dynamics NAV Tablet client and Microsoft Dynamics NAV Phone client because only promoted actions are displayed on these clients.

 

Cheers…

Develop Notifications-NAV 2017

Previously I wrote about new feature Notifications in following blog Notifications.Today will explain how to write/develop notifications.

Notifications provide a programmatic way to send non-intrusive information to the user interface (UI) in the Dynamics NAV Web client. Notifications differ from messages initiated by the MESSAGE function. Messages are modal, which means users are typically required to address the message and take some  corrective action before they continue working. On the other hand, notifications are non-modal. Their purpose is to notify users  about a current situation, but do not require any immediate action or block users from continuing with their current task. For example, you could have a notification that a inventory balance is low or customer have overdue balance etc.

Notifications are not stopping the users from going ahead as it will display the notifications in notification bar i.e on top of the page (just like validation errors).User can dismiss the notification and continue working.

  • Multiple notification will appear chronological order from top to bottom
  • Notification remain available until page instance or until user dismiss it.
  • Sub page notification will also display on top of page.
  • Validation will be shown before notification

By using the Notification and NotificationScope data types and functions in C/AL, you can add code to send notifications to users. The following table provides an overview of the available functions. The sections that follow provide additional information about how to create notifications.

Function Description
MESSAGE Specifies the content of the notification that appears in the UI.
SCOPE Specifies the scope in which the notification appears.
SEND Sends the notification to be displayed by the client.
ADDACTION Adds an action on the notification.
SETDATA Sets a data property value for the notification
GETDATA Gets a data property value from the notification.

How to develop Notification

1) Create and send notification

2) Defining notification scope

There are two different scopes: LocalScope and GlobalScope.

  • A LocalScope notification appears in context of the user’s current task, that is, on the page the user is currently working on. LocalScope is the default.
  • A GlobalScope notification is not directly related to the current task. Note: Global Scope is currently not supported, so do not use it. This will be implemented in a future release.

3) Adding action to notification

4) Sending data with a notification

EXAMPLE

Suppose user want to get notification for Inventory zero then one can write

Define ItemInventoryNotification as Notification Datatype

Item.Get(“No.”);

Item.CALCFIELDS(Item.Inventory);

If Item.Inventory<=0 THEN BEGIN

ItemInventoryNotification.MESSAGE(‘Inventory zero for this item’);

ItemInventoryNotification.SCOPE:=NOTIFICATION::LocalScope;

ItemInventoryNotification.SEND;

END;

Window Client:-

Web Client:-

Stay Tuned for more updates and keep testing….

Cheers…..

NAV 2017 Web Client Limitations

NAV 2017 web client is more improved than previous version web client and supporting most of the same features as Windows client and of course with some small differences. Lot of limitations has been removed but still some limitations are there and may be these limitations will be improved in upcoming CU’s and versions. The way Microsoft promoting Web client ,definitely web client will be option in upcoming years.

Following are some of the limitations of Web Client

General Features

The following table lists general features that are not fully supported by Microsoft Dynamics NAV Web client.

Feature Level of support Remarks
COM and Automation Not supported. If a Dynamics NAV object implements Automation (objects and servers), then an error occurs when the object is run in Microsoft Dynamics NAV Web client.
Departments and MenuSuite Not supported. The Departments button does not appear in the navigation pane of Role Center in the Microsoft Dynamics NAV Web client. Instead Page Search is available from an action in the navigation pane of the Role Center and on the top right corner of a page. MenuSuite is used to build the Departments page in Microsoft Dynamics NAV Windows client.
System Indicator Not supported. The Microsoft Dynamics NAV Web client always shows the name of the company that it connects to.
Microsoft .NET Framework Interoperability Partially supported. Microsoft .NET Framework interoperability objects that are configured to run on the client are not supported; objects that run on Microsoft Dynamics NAV Server are supported. For more information, see How to: Set .NET Framework Types to Run on the Microsoft Dynamics NAV Windows Client or Microsoft Dynamics NAV Server Computers.
Configuring the user interface for a profile Partially supported. You cannot perform configuration using the Microsoft Dynamics NAV Web client. Instead, you use the Microsoft Dynamics NAV Windows client. For more information, see Configuring and Personalizing the Microsoft Dynamics Web Client.

 

Objects

The following object types are not supported by Microsoft Dynamics NAV Web client.

Feature Level of support Remarks
XMLport Partially supported. Request pages are not supported. If you try to run an XMLport with a request page from the Microsoft Dynamics NAV Web client, then you receive an error that the XMLport page type is not supported.

To run an XMLport without using a request page, you can set the UseRequestPage Propertyof the XMLport in XML Designer to No. Or, if the XMLport is run from C/AL code by calling the RUN Function (XMLport), then you can set the ReqWindow parameter to false.

Pages Features

This section includes page features that are not fully supported by Microsoft Dynamics NAV Web client.

General Page Features

The following page features are not fully supported by Microsoft Dynamics NAV Web client.

Feature Level of support Remarks
GridLayout control for arranging page fields Partially supported. The RowSpan and ColumnSpan properties on fields in the grid layout are not supported.

Page Properties

The following page properties are not supported or are partially supported by Microsoft Dynamics NAV Web client.

Note

Properties that are not supported are ignored by Microsoft Dynamics NAV Web client.

Control Property Level of support Remarks
Group ShowAsTree Partially supported. Columns will be indented but they will not be expandable or collapsible.
IndentationControls Partially supported. Only supports indentation on one column. If you specify more than one column in the IndentationControls property, only the first column is used.
Field ColumnSpan Not supported.
RowSpan Not supported.
AssistEdit Partially supported. The AssistEdit button never appears on a field that has the data type Option.
Part ChartPartID Not supported. If a page contains a Chart part, then the part is ignored and nothing appears for the part in the Microsoft Dynamics NAV Web client.
SystemPartID Partially supported. Microsoft Dynamics NAV Web client supports Notes and RecordLinks system parts, but not Outlook and MyNotes.
PartType Partially supported. The Chart option is not supported. If a page contains a Chart part or an unsupported System part, then the part is ignored and nothing appears for the part in the Microsoft Dynamics NAV Web client.

Report Features

The following table includes reports features that are not supported or are partially supported by Microsoft Dynamics NAV Web client.

Feature Level of support Remarks
Printing a report without using a request page by calling the Report.Run function Partially supported. If a report is run by calling the REPORT.RUN Function and the function call does not use a request page, then you must set up reports to print from Microsoft Dynamics NAV Server, otherwise you will get an error at runtime. Client-side printing is not supported in this scenario. For more information, see the following topics.

– How to: Specify Printer Selection for Reports
– STARTSESSION Function (Sessions)
– Printing Reports from a Background Session

Filtering on request page of a report Partially supported. The only filters that are shown are filter fields that are set by the ReqFilterFieldsproperty or the SETRECFILTER function in C/AL code.

If you rerun a report, any filter values must be reentered. Filter values are not saved when a report has been run in the Microsoft Dynamics NAV Web client. There is a limit on the number of filters a user can set. The user can only specify one filter in addition to the number of filter fields that are set by the ReqFilterFields property.

Filter strings in a report URL Not supported. Unlike pages, you cannot filter a report by adding filter strings to the Internet address.
Document map in the report preview Partially supported. You can experience differences in the behavior between the Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV Web client.

C/AL Triggers

This section lists the C/AL triggers that are not fully supported by Microsoft Dynamics NAV Web client. Triggers that are not supported are not invoked on an object at runtime.

Page Triggers

The following page triggers are not fully supported by Microsoft Dynamics NAV Web client.

Triggers Level of support Remarks
OnClosePage Partially supported. The OnClosePage trigger is invoked only when the Dynamics NAV page is hosted in a modal popup dialog (MPO).
OnQueryClosePage Partially supported. The OnQueryClosePage trigger is invoked only when the Dynamics NAV page is hosted in a modal popup dialog (MPO).

C/AL Functions

This section lists the C/AL functions that are not supported by Microsoft Dynamics NAV Web client. Except when indicated otherwise, if you use a function that is not supported, you will receive an error at runtime.

Data type Function Level of support Remarks
Debugger ACTIVATE Not supported. An error occurs at runtime.
Dialog UPDATE Not supported. The function is ignored.
Report REPORT.RUN and REPORT.RUNMODAL Partially supported. If the ReqWindow parameter of the function is set to false, then you must set up reports to print from Microsoft Dynamics NAV Server, otherwise you will get an error at runtime. Client-side printing is not supported in this scenario. For more information, see How to: Specify Printer Selection for Reports and STARTSESSION Function (Sessions).
File DOWNLOAD and DOWNLOADFROMSTREAM Partially supported. – The DialogTitleToFolder, and ToFilter parameters are not supported.
UPLOAD and UPLOADINTOSTREAM Partially supported. – The DialogTitleFromFolder, and FromFile parameters are not supported.
– Not supported on devices that run on Apple iOS, such as iPad. When you try upload a file, the dialog box for uploading a file appears in the Microsoft Dynamics NAV Web client, but it is disabled and you cannot select a file.

User Interface Features

The following end-user interface features are not supported by Microsoft Dynamics NAV Web client.

Feature Level of support Remarks
Buffering of keyboard input for heads-down data entry Not supported.
System actions are default actions in the Applicationmenu and ribbon on pages and reports. System actions include the following:

– Copy Link to Page
– Recipient as Attachment
– Microsoft Word
– Print Page
– Show as List
– OneNote

Not supported. The actions are not available in the user interface. Note: You can use the action Open in Excel on list places and transfer all data in the list to an Excel spreadsheet. You can use Internet Explorer functions to print a page and to create links on a page.
Actions related to a subpage in a part when the subpage is dynamically shown or hidden based on a user interaction Partially supported. The actions related to the subpage will always be present and active in the ribbon, even when the page is not shown. For an example, see page 5855.
FlowFilters on pages Not supported. Using Limit totals to is not supported. Use Filter on column instead.
Vertical resizing of controls Not supported. Vertical resizing of controls is not supported on the Microsoft Dynamics NAV Web client. A multiline textbox, for example, will not increase in vertical size when the user drags to increase the size of the page. This applies to all controls that can take advantage of vertical or horizontal resizing, such as charts, grids, multiline, textboxes, and control add-ins.

Partially supported means that the feature does not have all the capabilities as it does in Microsoft Dynamics NAV Windows client or it works differently than in Microsoft Dynamics NAV Windows client.

Properties which are not supported are ignored by Web Client.

Still I am testing for web client and will come up with more updates. Stay tuned.

Source:- MSDN

Cheers!!!