Tuesday, September 27, 2016

Workflows in Microsoft Dynamics NAV 2016

From now on you will be able to find some of my blog posts in the 
as well. 
Following is my first blog post under Theta NAV Blog
 Theta Blog


Workflows in Microsoft Dynamics NAV 2016

Microsoft Dynamics NAV 2016 has been released with many new features which will cater for small to mid-sized businesses around the globe. Microsoft Dynamics NAV Workflows is one of the most exciting and anticipated functionalities introduced in the latest release.


Workflows allow us to model real-life business processes such as best practices or industry-standard practices and monitor the progress of each activity within the system. Microsoft Dynamics NAV Workflow can trigger an activity automatically without any involvement of the users, depending on the defined conditions. This allows Microsoft Dynamics NAV to act or notify on an activity on behalf of a user. For example, users can be notified automatically if a customer exceeds their credit limit, if a shipment is delayed or at a receipt of an invoice through OCR.


Microsoft Dynamics NAV Workflows can be created from scratch or by using predefined workflow templates which come out-of-box. There are 20+ predefined workflow templates available in Microsoft Dynamics NAV and each workflow can be edited and modified with just a click of a button, to match the exact business requirement.



Building blocks of workflows

Almost any workflow process in Microsoft Dynamics NAV is likely to be comprised of steps related to:

Approval – a work task, item, master record or document remains in a blocked or unapproved state until approved by a suitable person in the organisation.

Notification – notifications tell users that something has happened and/or that they need to take an action.

Process automation – involves executing a process routine and making Microsoft Dynamics NAV calculate something or perform an action.

Event and response model
Workflows are defined as series of steps which will monitor, validate and respond to each activity of the users within Microsoft Dynamics NAV.

A simple workflow is the pairing of a single Event and a Response. For example: When a new customer is created, send an email message to the salesperson responsible for that region to alert him/her of the new customer.

More complex workflows are built from chains of events and responses. For example: When a vendor payment exceeds $5,000, put the payment document on hold until it is approved by a manager.

Building blocks of a workflow

Microsoft Dynamics NAV has inherited the if-condition-then paradigm while building the workflow engine. Every universal action is a response to an event based on a condition. Therefore, the defined steps in a workflow include the three major elements below.

For example, a vendor payment approval workflow could look like this:
Figure 1: General Journal Line Approval Workflow

The first line of the workflow can be described using the three major elements defined in the Workflow engine,

Event: Approval of vendor payment is requested

Condition: Document Type: Payment; Amount > 0 (Any field in the journal can be added as a condition)

Response:
Add record restriction.
Create an approval request for the record using approver type Approver and approver limit type Direct Approver.
Send approval request for the record and create a notification.

Build your own workflow

Anyone can use the Microsoft Dynamics NAV Workflow designer to create and modify workflow steps, so you can easily create tailor-made workflows for your business, introducing business process automation and controls, without the need for a super user or technical expert. Creating a workflow involves three main steps:
Benefits of using the workflow module

By using Microsoft Dynamics NAV workflow module, companies will be able to get the most out of their ERP system and identify strengths and weakness in their business. Benefits include:

Workflow processes are consistent
By pushing information together with links to related transactions directly to the users, everyone benefits by not having to search for information needed to reach the correct decision.

Cycle time is reduced
The notifications for tasks are sent immediately and can be performed on any client type, including mobile devices.

Each workflow can be checked
Users can check at any time how far the process has progressed and which stage the process has reached. For example, the procurement manager can immediately see the status of a purchase invoice. Comments and notes are linked to approval steps and give clear context for what to perform.

Workflows support conditional processes 
Workflows can be set up to behave differently based on any point of data in your system. For example, if an order is for a key customer or a delivery is for a different geography.

Nothing forgotten
Approvals can expire and be automatically escalated. Escalation measures ensure that the failure to meet a deadline can be corrected by other means.

Automated processes
Best practices can be automated, and other processes initiated automatically when a preceding process finishes. For instance, you can setup a workflow that creates a task for a sales person to contact a customer after the customer’s first order has been shipped.

The workflow module comes as standard with NAV 2016, and with its time-saving automation features we think it’s a compelling reason to upgrade.

You will be able to find the original blog post under theta blog.

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Microsoft Dynamics NAV 2017 - New Announcement | Part 02

These are some of more news from Directions 2016.. Stay tuned for more info on Microsoft Dynamics NAV


APPSOURCE
Hope most of you already know App Store or Google Play, like that AppSource will be the place where customers by apps for Dynamics365 which are built with extensions. I don't know much info about this at this time,  however will update back with more info. Seems very interesting and will be a very competitive market.

Publishing to AppSource
Few steps and you will have your own extension in AppSource 

To make things more clear
This is how everything fit together within Microsoft. Feel very simple?? 

All the images and details are taken from below feeds and please go have a look on those for more info. Directions | Daniel Rimmelzwaan | Let's Talk NAV  | Saurav Dhyani

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Microsoft Dynamics NAV 2017 - Release Date and new Announcement | Part 01

As most of the NAV fans know #NAVDirections is underway in US. Even though I could not participate to it (Next year for sure), there are so much of information flowing about Microsoft Dynamics NAV 2017 and Dynamics 365.

Daniel Rimmelzwaan and Saurav  has shared many details about the new announcement and I have added the link on their feeds. Just check on those and you will see many updates released in the ongoing Direction. 

Following are some of the eye catching headlines that I wanted to share in my blog. 

Dynamics NAV 2017 Released Date   

Microsoft will release the Microsoft Dynamics NAV 2017 on 24th of October and I think it will be a major release with lot of new functionalities. (Wait for it!!)

New Development Environment 
Last time (Microsoft Dynamics NAV 2016) Microsoft gave a brand new development environment to us and it was really great as per my view. Even though it take out some memory of the computer. However the new release will be much more exciting.. Why? Because this time Development Environment will be in Visual Studio!!  It will be a Christmas present to all the Dynamics NAV Developers around the world from Microsoft. 

Extensions Extended
Microsoft Dynamics NAV 2017 have more extended with new extensions. Earlier it was Tables, Pages, MenuSuites, Codeunits and Action Items were supported. In Dynamics NAV 2017 more items have been added to list. Reports, Queries and XML are also included in the new list. 

Design Mode - Right inside Dynamics365
Design mode can be accessed right inside Dynamics365 and I am sure many will love this option. 

All the images and details are taken from below feeds and please go have a look on those for more info. Directions | Daniel Rimmelzwaan | Let's Talk NAV  | Saurav Dhyani

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Saturday, September 24, 2016

What's New in Microsoft Dynamics NAV 2017​ [Published]

Microsoft has released the "What's New in Microsoft Dynamics NAV 2017" document and related documents. You will be able to find many details about Microsoft Dynamics NAV 2017. 

Following are few links that you might be interested of :
Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Wednesday, September 21, 2016

Microsoft Dynamics 365 Pricing and Licensing


Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Microsoft 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including Sales, Customer Service, Field Service, Operations, Marketing, Project Service Automation and Financials. 

In order to provide detailed training Microsoft has created pricing and licensing videos broken down into 12 consumable modules

  1. Dynamics 365, Enterprise edition Pricing and Licensing
  2. Service Overview
  3. PowerApps as the Platform 
  4. Team Members, Enterprise edition
  5. Dynamics 365 Plan 1 and Apps
  6. Dynamics 365 Plan 2 and Operations App
  7. Enterprise Customer Purchase Options
  8. Business (SMB) edition
  9. Partner Overview
  10. CRM & AX On-Premises Updates
  11. Dynamics 365 for Public Sector (CRM)
  12. Wrap-up​
For videos and for more details : Click here

Please provide your feedback with a comment. 
Thank you and Regards,
Tharanga Chandrasekara

Force Lock


Microsoft Dynamics NAV Object Designer have a option to "Force Unlock" the Objects which are locked by another developer. However I feel that it should have a option to "Force Lock" the objects. 

What you think? It will be much more easier than Force Unlock and then Lock again. 

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Saturday, September 17, 2016

What is New in Microsoft Dynamics NAV 2017?


Microsoft has published a "What’s New in Microsoft Dynamics NAV 2017 Limited Beta" document on partnersource and it contain some of the very limited functionalities of Dynamics NAV 2017. I feel that there will be much more functionalities will be available on the actual Microsoft Dynamics NAV 2017 version. 

According to the released document following are the main new things available in Microsoft Dynamics NAV 2017 beta, 
  • Improvement in Incoming documents
  • Categorization of Inventory Items (I'm sure many will love this)
  • Cancel posted credit memo (Finally it is available in Dynamics NAV) 
  • Package Tracking
  • Account Categories in the Chart of Account
  • Improvement in Functional Areas
    • Payment Reconciliation
    • Job module
    • Fixed Asset module
    • US financial reports
  • Better Office 365 integration with Dynamics NAV and introducing Outlook calendar and Outlook mail to Dynamics NAV. (No more rework)
  • Simplified setup of CRM from inside Dynamics NAV
  • Simplified opportunity management in CRM functionalities
  • Smart notifications (It is smart!)
  • Great extension capabilities (Some of the out-of-box extensions are really great) 
With the release of the Beta version of Dynamics NAV 2017, you will be able to get a gimps of NAV 2017. Just download and try it out! I am sure you will find it very exciting. 

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekar

Wednesday, September 14, 2016

Microsoft Dynamics NAV 2017 - Limited Beta Version Available for Download




Microsoft has released the Limited Beta Version for Microsoft Dynamics NAV 2017!! You can download it from the below link: 



You need to fill the Dynamics NAV 2017 Limited Beta Agreement before you download the
application.

Stay tune for more info on Microsoft Dynamics NAV 2017

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Tuesday, September 13, 2016

Error: Configuration file required - Microsoft Dynamics NAV

Double click on the Dynamics NAV icon but open up this window? 



This error message pop up mainly because Microsoft Dynamics NAV cannot find the "ClientUserSettings.config" in the client computer. Most of the time Microsoft Dynamics NAV create this file itself and very rarely Microsoft Dynamics NAV will not be able create the file for you. In those kind of situations above error message is throw out.

Solution : As the solution for this, we need to create the file manually in the client side. You can copy the folder (from below path) from other user's account and paste it in the below folder path: 
"C:\Users\YourUserName\AppData\Roaming\Microsoft\Microsoft Dynamics NAV

Other option is to copy the folder from a older Microsoft Dynamics NAV version and paste it under above mention folder path and rename the folder for the correct NAV Version. 
Ex: If the version is 2016 then the folder should be named as 90.

Then open the "ClientUserSettings.config" file and change few values like below,
 <add key="Server" value="localhost" />  
 <add key="ClientServicesPort" value="7046" />  
 <add key="ServerInstance" value="DynamicsNAV80" />  

Once that is been done you will be ready to go. 

Please provide your feedback with a comment. 
Thank you and Regards,
Tharanga Chandrasekara

Few more weeks to go : Microsoft Dynamics NAV 2017 & Roadmap

In few weeks time Microsoft will release the Microsoft Dynamics NAV 2017. Few months ago Microsoft has published the latest Dynamics NAV roadmap and from that we can get a glimpse of what will be on next version. 

You can check more related videos from the "World Partner Conference". As  mention in his blog post following are the main sessions which will directly impact on us

  1. CE101 - Capture the growing opportunity of business applications through Microsoft Dynamics
  2. CE151 - The future of business solutions for SMBs: What’s next for Microsoft Dynamics NAV, Dynamics GP, and Dynamics S
  3. CE171 - Learn about the Microsoft Dynamics licensing supporting the next wave of products and services
  4. CE141 - Creating the Microsoft Dynamics partner of the future: Microsoft’s partner strategy, plans, and programs to support your success
  5. CE601 - Accelerate your cloud business with Microsoft Trusted and National Cloud offerings
  6. CE152 - Expand your cloud offering using Project "Madeira": A completely reinvented business solution for SMBs
Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Fatal Error During Installation - Microsoft Dynamics NAV

Today I tried to install Microsoft Dynamics NAV 2015 to my computer to test few objects and soon after I click on install I got below error message. This is not a new error message and I thought why not share it in my blog. 

As the error message says by itself, this is due to IIS URL Rewrite Module. How to overcome the issue, you can try installing prerequisites in the Dynamics NAV setup folder and most of the time it will also end up with an error. 

To solve the issue follow below steps,
01. Stop the IIS on the computer
02. Go to computer registry (Regedit)
03. Find the "HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\InetStp"
04. In that find the "MajorVersion" key and double click on that.
05. Change the "Base" to decimal 
06. Change the "Value data" to 9
07. Click Ok. 


Now you can proceed with your installation and once the installation is complete remember to change the "Value data" back to 10 and restart the IIS. 

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Sunday, September 4, 2016

The profile owner has not been specified. Contact your system administrator - Microsoft Dynamics NAV

Check my previous two blog posts on how to Open the Microsoft Dynamics NAV RTC Client in Configuration Mode. 

Once you tried to open the RTC in the configuration mode to control the UI elements, many administrators get the below error due to one small configuration issues in the Dynamics NAV.

"You do not have the permission to configure the "Profile Name" profile."



Even if you have the "Super" permission to the system, you will end up getting above error message if the configuration has not been set properly. So, one would think is there any other superior permission set other than "Super" permission set? No

This is actually not related to the permission of Dynamics NAV. Even though above error message says, it is related to permission issue which complicate things a bit. Sometimes users get

The profile owner has not been specified. Contact your system administrator. "


Which is really pointing to the right direction. 

Let's see how to resolve the above issue. 
01. You just need to open the RTC in the normal mode 
02. Go to Profiles. 
03. Open the profile card which you tried to open in the config mode. 
04. In the "Owner ID" card set the owner ID as yours and close the card
05. Now close the RTC and open it again in the config mode. 

Hope it resolve the issue. 

You will not get the above error in the latest Microsoft Dynamics NAV Clients, because Microsoft has removed the Owner ID (MSDN Source) to support the multitenant.


Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Saturday, September 3, 2016

September 2016 Cumulative Updates for Microsoft Dynamics NAV

Microsoft has published new Cumulative Updates for September 2016: Please refer below links for more information.
It is always good to update your environment to latest Cumulative Update because it will help you to not to make any mistakes.

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara

Open the Microsoft Dynamics NAV RoleTailored Client in Configuration Mode - Part 02

If you didn't went through the first part of the blog here is the link to it.

If you have read the first part of the blog of "Open the Microsoft Dynamics NAV RoleTailored Client in Configuration Mode" and paid very close attention to the second command of it, you might have seen something interesting.

If you haven't just take a closer look at it because the second method I will be discussing in this blog post is extension of the second command.
 Microsoft.Dynamics.Nav.Client.exe -configure -profile:"profileid"  

Any sparks?? To give a small hint, create a Microsoft Dynamics NAV Windows Client shortcut in the desktop and check the properties of it.

If you check on the target : 
 "C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe"  

It is the same as our second command, in fact it has the first command concatenate as well. 

So what we need to do is, we need to add the missing part to it and we will be creating a new icon which will help us to open the Microsoft Dynamics NAV in Configuration mode.
 "C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe" -configure -profile:"profileid"   


I just add the part which in blue color and once we put that back to the target of the shortcut and close the properties window we will be good to go. (Replace the "profileid" with the Profile ID you want to configure.)


With the Target of the shortcut you can do many things, just try to play around.. I will write another blog post about things you can do with the target. 

Please provide your feedback with a comment. 
Thank you and Regards,
Tharanga Chandrasekara

Open the Microsoft Dynamics NAV RoleTailored Client in Configuration Mode - Part 01

In order to configure a Microsoft Dynamics NAV Profile, administrator should open the profile in the configuration mode. It will allow the admin to remover the unwanted pages, action buttons from the user's interface and make it more user role specific. 

This may sound bit old school to many of the people, but still this will be very useful for new developers, 

There are several ways of doing this, and most famous way of doing it using the command prompt. 

In the command prompt, navigate to the root of the Microsoft Dynamics NAV Windows client. In order to do that you can use below command (example)
 cd C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client  

Now to open up the Microsoft Dynamics NAV Windows Client in the configuration mode for a specific user profile, use below command
 Microsoft.Dynamics.Nav.Client.exe -configure -profile:"profileid"  

Replace the "profileid" with the Profile ID you want to configure. 

Once you press Enter, Dynamics NAV will open with the related profile. Admin can now do all the configurations and close the Dynamics NAV Windows Client. 

In my next blog post I will discuss about the other way of opening the Microsoft Dynamics NAV Windows Client in Config mode. 

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara


Friday, September 2, 2016

Invalid License Data - Visual Studio

If you tried to open the report designer using Visual Studio and got the below error? 
Error it self says "Reinstall is required", but it never says what you need to reinstall. Is it Microsoft Visual Studio, or Microsoft Visual Studio 2010 Shell? 

I tried re-installing Microsoft Visual Studio, then tried installing Visual Studio 2010 Shell, but non of those didn't worked. 

So what we should install or reinstall to fix the invalid license data issue. 
Non of the above, you need to install "SQL Server Data Tools
Click here to get the link to to download


Once you install it (administrator mode), you will no longer have the issue of operning the Microsoft Dynamics NAV Reports using Microsoft Visual Studio.

Please provide your feedback with a comment.
Thank you and Regards,
Tharanga Chandrasekara