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Expense management in NAV 2018

Introduction: In previous versions of NAV, employees had to be set up as vendors to post expenses. Now, NAV 2018 allows expenses to be posted against employee cards, with a range of tools to simplify the process. Features: In NAV 2018, in the Account type field a new value of Employee is added. Create Journal entries directly for employees – only supports local currency (LCY) Employee posting group, definable on the employee card. Make payments to the employee in the Payments Journal. Get payment suggestions with a full list of outstanding employee payments. Apply payments to open employee entries in one go, linking the payment to the employee journal entry and closing both. Correct mistakes with unapply payments. Posting a general journal line with Employee as account type or balancing account type will generate an employee ledger entry. When posting a general journal line for an employee, the Document type field must be either blank or set to Payment. Conclusion: This feature is very useful for Reporting purpose as well as to maintain Employee wise details in the system.

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How to configure Visual Studio Code(VS Code) for Extensions in Microsoft Dynamics NAV 2018

Introduction: Developement in Microsoft Dynamics NAV  2018 through extensions is done using Visual Studio Code. This article gives the steps how to configure Visual Studio Code on Microsoft Dynamics  NAV 2018 for Extensions. Pre-requisites: Microsoft Dynamics NAV 2018 CU 1 Visual Studio Code. Steps: 1. Run the Microsoft Dynamics NAV 2018 setup, click on Add or remove components then click on  the Modern Development Environment and select Run from My Computer. 2. Open Dynamics NAV Administration Console, select the server instance and click on Edit. 3. Under the Development tab at the bottom, Enable Developer Service Endpoint and Enable loading application symbol references at server startup. 4. Download Visual studio code from here and install VS Code. Method 1: 1. Open Microsoft VS Code and click on the Extension button at the left hand corner. 2. Install AL Formatter and AL Language. 3. Click on File and click on Open folder and select your folder containing objects in .al format 4. In the launch.json file enter the below credentials. 5. Click on Ctrl+Shift+P and click on download Symbols. This will download the symbols successfully. and VS Code is configured for extension in  NAV 2018 . Method 2 : 1. Unstall AL Formatter and AL Language. 2. Open Microsoft VS Code and click on Extensions under View Menu. 3. This will prompt you to select .vsix file. 4. Navigate to C:\Users\<user name>\Downloads\CU 01 NAV 2018 NA\NAV.11.0.19846.NA.DVD\ModernDev\program files\Microsoft Dynamics NAV\110\Modern Development Environment and select the .vsix file. and click on OK. 5. In the launch.json file enter the below credentials. 6. Click on Ctrl+Shift+P and click on download Symbols. This will download the symbols successfully and VS Code is configured for extension in  NAV 2018.

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Converting NAV C/AL Objects into AL using TXT2AL converter tool

Introduction: When migrating from NAV 2017 to NAV 2018 i.e moving from C/AL to AL the created objects need not be created again from scratch in AL. This blog demonstrates how we can create the AL objects from C/AL using Txt2Al in Command Prompt. Pre-requisite: NAV 2018. Backup of Objects in TEXT or FOB format. Steps: 1. Import objects in NAV 2018 from the created  .TXT or .FOB files. In NAV Development Environment goto, Files > Import > Choose the .FOB or  .TXT file > Replace all the objects 2. Export the objects in New Syntax to .TXT files. Create a directory to store the objects in .TXT format which will be exported as new syntax. Here, ‘source’ is the name of the directory used. Use  ‘mkdir source ‘ Create a directory to store the .AL that will be created by TXT2AL Converter utility. Here ‘target’ is the name of the directory used. Use ‘mkdir target’ To export the objects in .TXT format in NewSyntax use the following command where Source Directory = ‘source’ Filename = ‘CU0-5.txt’ Database Name = ‘Demo Database NAV (11-0)’ SQL Server Instance = ‘.\NAVDEMO’ Type of Object = ‘codeunit’ ID = ‘50000..50005’  —-is the ID range Similarly, for Tables:  Type of Object = ‘table’; ID=’50000..50005′;filename=’TAB0-5.txt’ Pages:  Type of Object = ‘page’; ID=’50000..50005′;filename=’PAG0-5.txt’ Queries: Type of Object = ‘query’; ID=’50000..50005′;filename=’Query0-5.txt’ Reports: Type of Object = ‘report’; ID=’50000..50005′;filename=’REP0-5.txt’ Menusuite: Type of Object = ‘menusuite’; ID=’50000..50005′;filename=’MS.txt’ XMLPort: Type of Object = ‘xmlport’; ID=’50000..50008′;filename=’XMLPort.txt’ NOTE: TXT2AL requires objects exported in New Syntax 3. Generate the .AL object files using the  TXT2AL converter. To generate the .AL file from the .TXT files from source folder, run the following command where Source Directory = ‘source’ Target Directory = ‘target’ –rename = Used to create new .AL file per new object and give it the appropriate name of the ID and name. Conclusion: Thus, in this way, we can convert the objects in C/AL to AL format. Although the conversion is not 100% perfect but, most of the redundant work can be avoided.

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Work Description field in Sales Quote in NAV 2017

In NAV 2017, Microsoft have added new field in Sales Area i.e. Work Description, which help users to add details about the Sales Quote and which gets copied over to Sales Invoice. This is the important field for the Sales people to give special instructions which can be used for Production if the goods are to be produced or for Stores department or Dispatch department for trading goods. The field is used to stored detailed information about the Order. There is no limitation on number of characters and it gets copied over to Posted Sales Invoice. It is a small feature in the system introduced in NAV 2017 but can be very useful.

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How to Customize Microsoft Dynamics NAV Startup Screen

Dealers must guide out how they need information, for example, stock, requests, clients, and items to move through every framework. At that point, they should assemble a stage that bolsters these streams. This requires a group with broad information on your frameworks to have the option to fabricate a custom combination arrangement without any preparation. Microsoft dynamics nav upgrade provides you all of this Explanations behind structure a custom coordination including your business having incredibly remarkable necessities or the requirement for unlimited oversight and responsibility for venture. You should have the option to assemble, uphold, and keep up the incorporation. On the off chance that you have the correct prerequisites to legitimize it, at that point custom reconciliation could be best for you. Introduction: This blog describes how to change the screen while loading Microsoft Dynamics NAV Pre-requisites: Microsoft Dynamics NAV Steps: 1. Navigate to the path C:\Program Files (x86)\Microsoft Dynamics NAV\100\RoleTailored Client\Images. 2. Open the splash screen in Paint and save it with extension .png. I’ve added the text ‘Happy New Year’. 3. Copy and replace the image in the above folder. 4. Launch Microsoft Dynamics NAV.

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Improvements in Microsoft Dynamics NAV 2018 Webclient

Introduction: Microsoft Dynamics NAV 2017 Web client had limitations such as the reports couldn’t be previewed. The reports could be saved as .pdf file but we couldn’t preview the reports  as we could do in the Windows Client. With the new release of Microsoft Dynamics NAV 2018, there is availability of Print Preview for non-Internet Explorer browsers. Pre-requisites: Microsoft Dynamics NAV 2018.(with Web Client set up) Summary: 1. Previewing a report in the Dynamics NAV Web client was only possible in Internet Explorer, but is now possible on all supported browsers with the release of Microsoft Dynamics NAV 2018. 2. Now, we can preview a report directly in the client by choosing the Preview button on report request pages. This displays the report by using the new PDF Viewer control, which enables us to use our  keyboard and mouse to navigate the report and download it to our computer. 3.The report preview in the Web client has been refurbished with a new design and additional features. It works with all supported browsers. We preview a report by choosing Preview on the report options page. A toolbar provides several features for working with the report, such as zooming in and out, downloading to file, and more. Two new features include selecting text and panning: • Select text This feature lets you select one or more words, paragraphs, or rows in the report, and then copy and paste it somewhere else, like a page in Financials or a Microsoft Word document. • Pan the document This feature lets you move the visible area of the report in any direction, so you can view other areas. This is helpful when you have zoomed in to see details. Limitation of Microsoft NAV 2018 Web client are mentioned in the below link- https://docs.microsoft.com/en-us/dynamics-nav/browser-limitations-with-the-microsoft-dynamics-nav-web-client

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Creation of Reports using AL Extension in Microsoft Dynamcis NAV Development Preview

Introduction: This blog demonstrates the creation of Reports through extensions in Microsoft Dynamics NAV Development Preview Environment(Microsoft Dynamics 365 for Financials and Operation, Business Edition). Pre-requisite: Microsoft Dynamics NAV Development Preview Environment Visual Studio Code with AL Extensions Demonstration: 1. Creating a  Report using AL extensions. report 50100 MyReport {     UsageCategory = ReportsAndAnalysis;     ApplicationArea = All;     CaptionML = ENU = ‘MyCustomerList’;     RDLCLayout = ‘ReportLayouts/MyReport.rdl’;    // WordLayout=’ReportLayouts/MyReportWord.docx’;     // DefaultLayout=Word;     dataset     {         dataitem(DataItemName; Customer)         {             column(CustomerName; Name)             {             }             column(CustomerNumber; “No.”)             {             }         }     }     requestpage     {         layout         {            area(content)             {                 group(GroupName)                 {                     field(HideDetails; HideDetails)                     {                     }                 }             }         }         actions         {             area(processing)             {                 action(ActionName)                 {                 }             }         }     }     var         HideDetails: Boolean; } 2. Creating a Page Action to run the Report using AL extensions. pageextension 50100 MyExtension extends “Customer List” { layout{ } actions { // Add changes to page actions here addlast(“&Customer”) { action(ShowMyReport) { ApplicationArea = All; trigger OnAction(); begin clear(myReport); myReport.Run; end; } } } var MyReport : Report MyReport; } 3. Installing the extension and executing the Report, the results are blank as the Layout for the Report is not set. 4. To create the layout, search for ‘Report Layout Selection’. 5. Then select the report added through the extensions and Export the template. 6. Open the RDL Export file in SSRS or Visual Studio and add the relevant fields or tables. 7. In the Visual Studio Code add the following lines of code. RDLCLayout=<PATH of RDL File>; UsageCategory = ReportsAndAnalysis; ApplicationArea = All; 8. Viewing the Report Conclusion: Thus according to the NAV 2018, the report when created in C/SIDE automatically has an RDL file associated with it. But when creating reports through extensions separately the layout needs to be created.  

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Implementing extensions in NAV Development Preview using Docker

Introduction: This blog describes Container, Docker, and Benefits of using Containers. As containers was a new functionality in Microsoft Dynamics NAV Development Preview from September Update, this document also demonstrates creating containers and how to implement extensions using containers. Also, it includes saving the image into Azure Container Registry Service. Pre-requisites: Microsoft NAV Development Preview(December update) Visual Studio Code(VS Code) Description of Containers: 1. What is a Container? A container image is a lightweight, stand-alone, executable package of a piece of software that includes everything needed to run it: code, runtime, system tools, system libraries, settings. Available for both Linux and Windows based apps, containerized software will always run the same, regardless of the environment. Containers isolate software from its surroundings, for example differences between development and staging environments and help reduce conflicts between teams running different software on the same infrastructure. 2. Why do we use container? When you are running an app on a computer, you stand the risk that it will conflict with everything else on the machine. If two apps are having the same name and utilizing the same folder structure on the hard drive, there is a conflict and if 2 apps are using different versions of the same DLL, there might be problems.With a container, you achieve a higher level of isolation. Each container has its own file system, its own registry, its own network layer with its own published ports, and of course its own memory space – kind of like a virtual machine, just without the fat guest operating system. 3. What is a Docker? Docker is the company driving the container movement and the only container platform provider to address every application across the hybrid cloud.Docker enables true independence between applications and infrastructure and developers and IT ops to unlock their potential and creates a model for better collaboration and innovation. 4. Implementing Docker: What is a Docker Image? An image is an inert, immutable, file that’s essentially a snapshot of a container. Images are created with the build command, and they’ll produce a container when started with run. Images are stored in a Docker registry such as registry.hub.docker.com. i. List of Docker Images ii. List of Containers PS C:\Users\cfadmin> docker ps CONTAINER ID        IMAGE                                     COMMAND                  CREATED             STATUS                   PORTS                                                                                                        NAMES c45e57849c56        microsoft/dynamics-nav:devpreview-finus   “powershell -Comma…”   14 hours ago        Up 2 minute s (healthy)   80/tcp, 1433/tcp, 0.0.0.0:443->443/tcp, 0.0.0.0:7046-7049->7046-7049/tcp, 7045/tcp, 0.0.0.0:8080->8080/t cp   navserver iii. Creating a new Container PS C:\demo> docker run -e ACCEPT_EULA=Y a9 Initializing… Starting Container Hostname is 0b04fbea782e PublicDnsName is 0b04fbea782e Using NavUserPassword Authentication Starting Local SQL Server Starting Internet Information Server Creating Self Signed Certificate Self Signed Certificate Thumbprint 52600A924814D5A8848D7990BC3F76F7FB6FAF66 Modifying NAV Service Tier Config File with Instance Specific Settings Starting NAV Service Tier Creating DotNetCore NAV Web Server Instance Enabling Financials User Experience Creating http download site Creating Windows user admin Enabling SA WARNING: This license is not compatible with this version of Dynamics NAV. Creating NAV user WARNING: This license is not compatible with this version of Dynamics NAV. WARNING: This license is not compatible with this version of Dynamics NAV. Container IP Address: 172.18.232.162 Container Hostname  : 0b04fbea782e Container Dns Name  : 0b04fbea782e Web Client          : https://0b04fbea782e/NAV/WebClient/ NAV Admin Username  : admin NAV Admin Password  : Tyvo6712 Dev. Server         : https://0b04fbea782e Dev. ServerInstance : NAV Files: http://0b04fbea782e:8080/al-0.12.15359.vsix http://0b04fbea782e:8080/certificate.cer Initialization took 105 seconds Ready for connections! Note: Instead of full Image ID starting few characters can be used as Identifiers. Image Name can also be instead of Image ID. Download the Certificate from the URL and installed in Enterprise Trust, Trusted Publisher. iv. Viewing the created Container PS C:\demo> docker ps CONTAINER ID        IMAGE                                     COMMAND                  CREATED             STATUS                 PORT S                                                                                                        NAMES 0b04fbea782e        a9                                        “powershell -Comma…”   3 hours ago         Up 3 hours (healthy)   80/t cp, 443/tcp, 1433/tcp, 7045-7049/tcp, 8080/tcp                                                           stupefied_stonebraker ca1980d041c6        microsoft/dynamics-nav:devpreview-finus   “powershell -Comma…”   28 hours ago        Up 6 hours (healthy)   80/t cp, 1433/tcp, 0.0.0.0:443->443/tcp, 0.0.0.0:7046-7049->7046-7049/tcp, 7045/tcp, 0.0.0.0:8080->8080/tcp   navserver Newly Created Container with name as ‘stupefied_stonebraker’ and ID as ‘0b04fbea782e’ 5. In Visual Studio Code: i. Contents of Launch.json file ii.Contents of App.json file iii. Contents of Code unit which displays a Hello Message iv. Contents of Customer Card which Creates a field and an action that triggers the CodeUnit above v. Contents of Customer Table Extension that adds a field  vi. in the Extension Management Pane vii. Action in Customer Action vii Displaying Hello Message viii. Added field in the Customer Card Page 6. Merging the Containers in Image and Managing with Azure Container Service i. Comitting the Container ‘stupefied_stonebraker’ to Image ‘microsoft/dynamics-nav:devpreview–finus’ PS C:\Users\vmadmin> docker stop stupefied_stonebraker stupefied_stonebraker PS C:\Users\vmadmin> docker commit stupefied_stonebraker microsoft/dynamics-nav:devpreview-finus sha256:eca05b64ed3619c688225685613e27fb4dbb6823aee46e24e96f3d813158440f ii. Tag the Image ’ microsoft/dynamics-nav:devpreview–finus’ as ‘navcontainerregister.azurecr.io/dynamics-nav:v1’ and push the committed image to Azure Container Service PS C:\Users\vmadmin> docker tag microsoft/dynamics-nav:devpreview-finus navcontainerregister.azurecr.io/dynamics-nav:v1 PS C:\Users\vmadmin> docker login –username NavcontainerRegister –password 6QiIyg9ICAa=aEg1jL2Wp8JumxvfPAEd navcontainerregister.azurecr.io Login Succeeded PS C:\Users\vmadmin> docker push navcontainerregister.azurecr.io/dynamics-nav:v1 The push refers to a repository [navcontainerregister.azurecr.io/dynamics-nav] 79bb52c8ab0d: Preparing 9c54b1a40ebc: Preparing 0d828dcd4895: Preparing b52bf723b284: Preparing 4beec416a215: Preparing 282537c6428c: Preparing b786ae432ac1: Preparing b07b88fd6145: Preparing 28c2b5be05f7: Preparing cc91b1f75f98: Preparing 7305c5891baa: Preparing bb5530559b18: Preparing 021428a01c82: Preparing 13b346524402: Preparing cda2d40c0d33: Preparing 64efa9cbaf9b: Preparing aa2b81bfb0aa: Preparing 505553846eae: Preparing 7a83b9538cb1: Preparing 20c2a3ed5225: Preparing 5437ac367abf: Preparing c856f8e0a2f7: Preparing f358be10862c: Preparing b07b88fd6145: Waiting 28c2b5be05f7: Waiting cc91b1f75f98: Waiting 7305c5891baa: Waiting bb5530559b18: Waiting 021428a01c82: Waiting 13b346524402: Waiting cda2d40c0d33: Waiting 64efa9cbaf9b: Waiting aa2b81bfb0aa: Waiting 505553846eae: Waiting 7a83b9538cb1: Waiting 20c2a3ed5225: Waiting 5437ac367abf: Waiting c856f8e0a2f7: Waiting f358be10862c: Waiting 282537c6428c: Waiting b786ae432ac1: Waiting b52bf723b284: Pushed 9c54b1a40ebc: Pushed 4beec416a215: Pushed b07b88fd6145: Pushed 282537c6428c: Pushed b786ae432ac1: Pushed cc91b1f75f98: Pushed 28c2b5be05f7: Pushed bb5530559b18: Pushed 021428a01c82: Pushed cda2d40c0d33: Pushed 13b346524402: Pushed aa2b81bfb0aa: Pushed 64efa9cbaf9b: Pushed 505553846eae: Pushed 20c2a3ed5225: Pushed 79bb52c8ab0d: Pushed c856f8e0a2f7: Skipped foreign layer f358be10862c: Skipped foreign layer 0d828dcd4895: Pushed 7305c5891baa: Pushed 7a83b9538cb1: Pushed 5437ac367abf: Pushed v1: digest: sha256:0aa9bfe03388e4fa20f83fcac99dafdf1933f58a2aed9d1c8bb2d05d162f062e size: 5343 iii. Azure Container Registry Repository: Pushed Image into Container Registry in Repositories Conclusion: These are the actions that can be performed on Container using Docker and how extensions are developed on Containers.  

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Setup UserName authentication in Dynamics NAV

Do you feel like the vast majority of your information lives in Excel spreadsheets? Joining deals with that, as well, Microsoft dynamics nav upgrade improves your operational productivity so you have all the more convenient information. This permits you to know things quicker like when to move stock from area to another, when to markdown items, and how to showcase in one district versus another. Coordination prompts snappier dynamics.  The present clients request a great deal from vendors. Having the option to settle on basic business choices at the ideal time depends on having perceivability into your tasks. Mix is regularly the way in to that kind of perceivability. It gives you a focal area to oversee and see all your information. Introduction: In this blog, we’ll see the ‘UserName’ authentication in Dynamics NAV. It is used when we want to use the existing Windows User and has a password associated with it. This method is preferred when two or more users use the same machine and require a simple password security so that only they can access their account. Prerequisite: Microsoft Dynamics NAV Procedure: Create a User in Windows Client by going to Administration > IT Administration > General or by typing Users in Search. Create a NAV Server Instance from Administration with Credential Type as ‘UserName’. Change the ClientUserSettings ‘C:\Users\<Username>\AppData\Roaming\Microsoft\Microsoft Dynamics NAV\100\ClientUserSettings ‘Give the Server, ClientServicesPort, Server Instance & ClientServicesCredentialType. Open the Windows Client and enter the credentials. Windows Client HomePage: Conclusion: Thus, this method is preferred when two or more users use the same machine and require a simple password security so that only they can access their account.

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How to login Windows Client and Web Client using ‘NavUserPassword’ Authentication in Microsoft Dynamics NAV

Incorporating your Microsoft dynamics nav upgrade isn’t something you do in only a day or two. It takes a cautious arrangement and the correct assets. At the point when done quickly or without appropriate exploration, retailers can be left with expensive tasks that last months and never appear to work accurately. That is the reason a few dealers frequently dread incorporation.  Notwithstanding, these feelings of trepidation shouldn’t prevent you from capitalizing on your retail frameworks. You simply need to accomplish some work forthright and pick the best mix answer for your business. Merchants with in-house IT groups of NAV will here and there decide to assemble their joining themselves.. This requires your group to have top to bottom information on the specialized foundation of NAV and some other frameworks you need to incorporate.  Introduction: Generally, when we set up Microsoft Dynamics NAV, the authentication method by default is ‘Windows’. Windows Authentication : This method allows you to connect to NAV as the current Windows user. Username Authentication : This method requires that the user provide a User name, Password, and Domain name. Users are authenticated using their Windows account NavUserPassword Authentication : Users are authenticated using their Username and password instead of windows authentication AccessControlService Authentication : Users are authenticated using Access control Service. The Username and web service key must be specified. This blog provides a step wise procedure to  authenticate Dynamics NAV using NavUserPassword Pre-requisites: Microsoft Dynamics NAV 2017 Steps: 1. Create a self-signed certificate or use a SSL certificate. To create a self-signed certificate follow the below steps: Download Self-signed certificate generator (PowerShell) from Technet. Open Windows Powershell ISE as administrator. Go to the directory where you saved the New-SelfSignedCertificateEx.ps1 file. Run the following command: Import-Module .\New-SelfSignedCertificateEx.ps1. New-SelfSignedCertificateEx –Subject “CN=<your site name>” –IsCA $true –Exportable –StoreLocation LocalMachine Here <your site name> is the name of your computer. Save the thumbprint generated in a notepad for future reference. 2. Manage the certificate Open the mmc.exe from  Start Go to the File menu, and then choose Add/Remove Snap-in. Select Certificates and choose Add Select the computer account. Choose Finish and then OK. The Expiration Date of the certificate will be 1Y-2D (01 Year – 02 Days) valid From 1 Day Before you create Certificate. 3. Add Permissions to certificate Right Click Certificate. From All Tasks Select Manage Private Keys. Add NETWORK SERVICE permission to the certificate 4. Copy the Certificate Copy the Certificate from Personal / Certificate Node. Paste the certificate into the Trusted Root Certification Authorities/Certificates folder, Enterprise trust, Trusted publishers and Trusted people. 5. Enter the Certificate Thumbprint Open the Microsoft Dynamics NAV 2017 Administration. Click on the NAV instance and enter the Certificate Thumbprint. 6.  Configure IIS(Internet Information Service) Open IIS and click on Microsoft Dynamics NAV 2017 under Sites folder Click on Bindings Click on Add, select https under type and select the certificate under the SSL certificate 7. Create a User in NAV Navigate to CRONUS International Ltd./Departments/Administration/IT Administration/General/Users and create a new user.e.g Username : CHRIS_USERPASS and click on Password and set an appropriate password with a combination of  one uppercase alphabet, one number and special character Set Permission to SUPER under User Permission Set tab. Navigate to the ClientUserSettings file of the user and make the following changes. Change ClientServicesCredentialType parameter value from ‘Windows’ to ‘NavUserPassword’. If you are creating a new server instance mention the Client service port and Server Instance Name. In the web config file(C:\inetpub\wwwroot\<webclientname>) change the  “ClientServicesCredentialType” value=”NavUserPassword”  also change the ClientServicePort and Server instance if you are configuring the ‘NavUserPassword’ for a new server instance 8. Launch Windows Client This will prompt for username and password after which Windows client will launch successfully. 9. Launch Web Client Conclusion: To summarize the blog, create a self signed certificate, assign it permissions and copy the certificate to the necessary folder. Copy the thumbprint in the NAV instance and bind the certificate in IIS. create a user with password and make necessary changes in the ClientUserSettings and web config file.

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