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Microsoft Dynamics™ NAV2009

Microsoft Dynamics™ NAV2009 . What’s New. 30/06/2008. Introductions. Name Company Job role Experience with product Favorite hobby/activity. Things you need to know. Class Information Starting time Ending time Breaks Lunch Facilities Restrooms Telephones. Disclaimer.

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Microsoft Dynamics™ NAV2009

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  1. Microsoft Dynamics™ NAV2009 What’s New 30/06/2008

  2. Introductions Name Company Job role Experience with product Favorite hobby/activity

  3. Things you need to know • Class Information • Starting time • Ending time • Breaks • Lunch • Facilities • Restrooms • Telephones

  4. Disclaimer • The content in this course assumes students have existing skills using Microsoft Dynamics NAV. • The training is not comprehensive training on every new feature. • This course is not comprehensive training of the software. Also, it is not designed to prepare participants for any certification exam in Microsoft Dynamics NAV 2009.

  5. Course & Audience • Course description • Delta training between Microsoft Dynamics NAV 5.0 SP1 and Microsoft Dynamics 2009 • Target audience • Microsoft Certified Business Solutions Partners’ employees that are selling, implementing, and supporting Microsoft Dynamics NAV, with focus on consulting. • Participants must be familiar with past versions of Microsoft Dynamics NAV, specifically with version 5.0 SP1, so that they can better understand the significance of the new features. • The material is not suitable for new consultants who need to attend one of Global Training’s core Microsoft Dynamics NAV courses (more information on core course material can be found on Partner source and Customer source).

  6. What’s New In Dynamics NAV 2009 - Lessons

  7. New Technology Overview The objectives are: • Discuss the primary differences between the Classic and RoleTailored clients • Discuss the difference between two- and three-tiered systems • Discuss enhancements in user Interface • Compare forms to pages • Discuss improved reporting features • Discuss upgrade issues and tools • Discuss the development process • Discuss compilation as it relates to upgrading • Discuss deployment issues and tools

  8. Architecture The objectives are: • Review the Microsoft Dynamics NAV 5.0 Architecture • Understand the Microsoft Dynamics NAV 2009 Architecture

  9. Architecture

  10. Architecture

  11. Software Requirements The objectives are: • The Operating System and Software Prerequisites for Microsoft Dynamics NAV 2009 • Choose the Microsoft Windows Server Versions • Understand Microsoft SQL Server components • Configure Microsoft SQL Server • Set up and configure Internet Information Services (IIS)

  12. Software Requirements

  13. Software Requirements

  14. Software Requirements

  15. Software Requirements

  16. Role Tailored Client The objectives are: • Install Microsoft Dynamics NAV 2009 Demo version on a Single Computer • Install Dynamics NAV 2009 Clients on a Network • Once installed you can launch the Microsoft Dynamics NAV 2009 Role Tailored Client.

  17. Role Tailored Client

  18. Role Tailored Client

  19. Role Tailored Client

  20. Personalization in the Role Tailored Client The objectives are: • Customize the Navigation Pane • Customize Pages

  21. Personalization in the Role Tailored Client • The following are some examples of user personalization options: • Re-sizing columns. • Changing what appears in drop-down menus. • Personalizing the Navigation pane. • Adding or removing FactBoxes. • Organizing items in the Quick Access pane. • Saving queries or filters. • Choosing columns in a list place.

  22. Personalization in the Role Tailored Client • Customize the Navigation Pane • Renaming or Rearranging Buttons in the Navigation Pane • Creating a New Menu Button • Adding a Link to a Menu in the Navigation Pane • Moving or Copying a Link from One Menu to a Another • Rearranging the Order of the Menu • Restoring the default Settings.

  23. Personalization in the Role Tailored Client • Customize Pages • Customizing the Action Pane • Customizing the Fact Box Pane • Customize the FactBoxes • Adding or Removing Panes • Customizing FastTabs

  24. Create Pages with Page Designer • Page Overview • Page properties • Page triggers • Page Control Overview • Page control properties • Variables vs expressions • Page control triggers • ExtendedDataType property

  25. Page Types Overview

  26. Page Types Overview

  27. Page Designer Overview • Page Controls • Container • Group • Field • Part • Container Control Subtypes

  28. Page Designer Overview • Group Control Subtypes

  29. Action Designer Overview • Action Types • ActionContainer • Action • Separator • Action Group • ActionContainer Subtypes

  30. Designing Page: Best Practices • Think about the types of users that use the new page and list the tasks they perform. • Make a list of the fields, commands and links needed for the page. • Pick the page type that best matches the content displayed on the page. • Set the source table of the page to the table that contains the primary set of data that the page displays. • Design the page using Page Designer by specifying a hierarchy of page elements. Determine the details of how data is displayed by adjusting the properties of each element on the page. • Consider any supplemental sources of information that add value to the page and add these as FactBoxes. It is possible that existing FactBoxes can support the design.

  31. Designing Page: Best Practices (cont.) • Simplify the user experience by reducing what users see by default. This can be achieved by doing the following: • Promote Actions to appropriate groups with the appropriate sequence and size. • Set the Importance property to Additional for fields that are used less than three out of ten times. • Display one to three FactBoxes by default. • Add the new page to the menu suite so that it is included on the Departments page. • If the page is a list place, consider specific user profiles to get a link to this page from their RoleCenter page. • If the page is a task page, consider which list places from which it is useful to link to and add the link.

  32. Demonstration • Create a Card Page • Create a List Page • Deploy Pages

  33. Transform Forms • Transformation Process • Basic transformation • UX transformation • Transformation Framework • Transformation principles • Transformation approaches

  34. Transformation Framework Metadata 5.0 forms 6.0 pages database Export Import Forms in XML Pages in XML TRANSFORMATION TOOL UX Tailoring Manual Specification Basic Conversion Log Input Files Automatic Process In-built Mapping Rules Code Rules transformation

  35. Transformation Input Files (TIF)

  36. Transformation Input Files (TIF) (cont.)

  37. TIF Editor • TIF Editor Workflow • Set up the TIF Editor. • Populate the editor with the forms (object IDs) to be transformed to pages. • Define input specifications. • Export the input data out of the editor to create transformation input files in XML format. This is done through validation against the XML schemas.

  38. Demonstration • Use the TIF Editor to prepare Transformation Input Files • Running the Transformation Tool

  39. New Reporting Solutions • Architecture Overview • New reporting run-time • Conceptual differences • Changes in report objects • Report design experience • SQL Reporting Services

  40. Demonstration • Design a report for the Classic Client • Design a report for the RoleTailored Client • Add additional features

  41. Dataport and XMLport Changes • Moving Forward with Dataports • Transform Dataports to XMLports • XMLport Changes • Terminology changes • Dataport support • Request page • Execution • XML schema • Support for namespaces • XML LAX • XML standards

  42. Web Services • Web Services Overview • Web Services Architecture • Microsoft Dynamics NAV 2009 Web Services support • GUIALLOWED function • Web Services Opportunities • Historical integration options • Web Services benefits • Suitable candidate for Web Services

  43. Demonstration • Create, Expose and Consume Web Services

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