NAV 2016 (Corfu)

Microsoft Dynamics NAV 2016 (Corfu) is on its way. Till now whatever communications we got from Microsoft, NAV 2016 (Corfu) will be released in 4th quarter of this year (Between October - December 2015). If you remember, NAV 2015 was released in October 2014. Here is a short video on what to expect from NAV 2016  (Corfu) as per the current communication from Microsoft) -




If you are unable to view the video, you can download a pdl version of the same from here - Roadmap_MicrosoftDynmamicsNAV
What I understand, major concentration is on -
  • Power BI
  • A new client on Mobile
  • Native integration with CRM Online
  • Electronic Invoice exchange
  • Third Party data source for certain associated masters (Like Currency exchange Rates)
  • More elaborate Workflow
  • Posting Preview (not sure at this moment what exactly it will be)
Let me get a copy of NAV 2016 (Corfu) soon and I will start writing about my experiences regarding the individual topics.
You can send your specific questions on NAV 2016 (Corfu) to my mail id.
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It Seems that Microsoft Dynamics team is bang on their target and managed to stick to NAV product Roadmap released earlier –
NAV Roadmap
 Congrats to Microsoft Dynamics Team for their great work.

A Brief Snapshot of what’s New in NAV 2015 (CRETE – Coming soon)



#Navision #MSDYNAMICSNAV #NAV2015 #MSDYN

Microsoft Dynamics NAV 2015 Windows 8.1 App

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There are lot of speculation about New Microsoft Dynamics NAV 2015 release date and it seems that Microsoft has announced in WPC 2014 (happened last weekend) that NAV 2015 (or CRETE) will be launched on October 1, 2014. Surprisingly Microsoft already have released an app on Microsoft Dynamics NAV 2015 for windows 8.1 and the same is available to be downloaded from Microsoft App Store. You can find out more about this app in the below link -
This App will work in both in Windows 8.1 Laptop as well as Tablet. Here is few screen shots of the app for your ready reference -
Role Center:
NAV 2015 APP SNAP 1
Overdue Sales Invoices:
NAV 2015 APP SNAP 2
Customer Card:
NAV 2015 APP SNAP 3
Sales Invoice:
NAV 2015 APP SNAP 4
Sales Invoice Report:
NAV 2015 APP SNAP 5
It’s available in English (United States) and 24 other languages. Below is more details from Microsoft App Store about this app -

NAV 2015 APP InfoDescription

With Microsoft Dynamics NAV for modern Windows, you get the familiar Dynamics NAV experience in a fresh and modern interface designed for touch.Dynamics NAV is a business solution from Microsoft that is quick to implement and easy to use, with the power to support your growth ambitions. Dynamics NAV helps businesses manage their financials, supply chain, and people and to create experiences that delight their customers.
Make smart decisions based on the latest business data and get real work done after hours, at home or on the go with Microsoft Dynamics NAV for modern Windows. This is the perfect companion for service engineers, sales field organizations, executives and decision-makers, or anyone in your organization who wants access to Dynamics NAV from a touch enabled mobile device. Get visibility into every angle of your business using the Role Center. Tap to drill into details about your customers, vendors, inventory, or any other data from Dynamics NAV. Quickly create invoices and quotes, and email them with just a few taps.Requires access to Microsoft Dynamics NAV 2015.
Your experience will vary depending on the Dynamics NAV server that you are connected to.

Features

  • Get an overview of your business in the Role Center.
  • Tap and swipe to get to your data and drill down into details.
  • Search across all columns in a list.
  • Send lists to Microsoft Excel or Office 365.
  • Shoot pictures using the camera on your mobile device and upload them to Dynamics NAV.
  • Rotate your device to get an overview of your data or focus on content.
  • Use two apps side by side and see, for example, customer details while you talk via Skype or Lync.
I am eagerly waiting to put my hand on the new Microsoft Dynamics NAV 2015 and start experimenting with features mentioned in the Microsoft Readiness portal and apply them in some real life scenarios :)
#MSDYNAMICS #Navision #NAV2015

Interactive Reports in NAV 2013 R2–Drill Down

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In continuation to my earlier post ‘Interactive Reports in NAV 2013 R2 – Dynamics Sorting’, in this session we will see how we can drill down from the report preview to more detailed data

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You can refer to my earlier post describing interactive sorting in NAV 203 R2 in the following link -

Interactive Reports in NAV 2013 R2

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We will use our existing report designed in my last post [Interactive Reports in NAV 2013 R2] and will incorporate a drill down facility from the ‘Inventory’ column in the report to the Item Ledger Entry corresponding the the report’s item No. Probably the design should be as below -

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Now to achieve this we need to do 3 things -

  • Create a link to ‘Item Ledger entry’ page (Page no 38) and
  • Connect the same link with ‘Inventory’ field in the report and
  • Enable your report to use an external link (URL)

Create a link to ‘Item Ledger entry’ page:

Creating a link to a page in NAV 2013 R2 is simple. Open any Item Card and drill down from the inventory field -

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This will open the ‘Item Ledger Entry’ page filtered out by the item from whose card you are drilling down -

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Click on the down arrow key in the upper left corner of the page and go to Page > Copy Link to Page. Open a notepad and paste the link (you need to further edit it)-

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here is the link URL pasted (This link relates to my NAV server and Company):

dynamicsnav://dss-282:7046/DynamicsNAV71/CRONUS%20India%20Ltd./runpage?page=38&personalization=38& bookmark=12%3BIAAAAACHNAE%3D&$filter=%27Item%20 Ledger%20Entry%27.%27Item%20No.%27%20IS%20%271000%27&mode=View

This link contains lot of information about the target page and some part of this link can easily be removed to make it more generic. This link has the following information -

Link Text Purpose
dynamicsnav://dss-282:7046/DynamicsNAV71 Target Server Instance and port no
/CRONUS%20India%20Ltd. Target Company
./runpage?page=38&personalization=38& bookmark=12%3BIAAAAACHNAE%3D&$ Target page no 38 and bookmarking
filter=%27Item%20 Ledger%20Entry%27.%27Item%20No.%27%20IS%20%271000%27 Filer information. Here the data is getting filtered by ‘1000’ on ‘Item No.’ field in target data (Item Ledger Entry)
&mode=View Open the page in View mode

So I will remove the ‘Target Server’, ‘Port No’, ‘Target Company’ and the ‘Personalisation’ part to make it usable for any server, any database or company (you can port this object to any other database in any other server and it will work fine). post my changes, the link will look like this -

dynamicsnav://///runpage?page=38&filter='Item Ledger Entry'.'Item No.' IS '1000'&mode=View

[I have replaced the %20 with space and %27 with a single quote (‘)]

Right now the above link will open the Page 38 filtering the ‘item ledger entries’ with the Item No. ‘1000’. We need to change it further to make it filter data dynamically with the item no from the report. We will make this change directly in report builder in our next step.

Connect the same link with ‘Inventory’ field in the report:

Open the report in NAV 2013 R2 development environment and go to View > Layout. This will open the report layout in SQL Server Report Builder.

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Note: To learn how to use SQL Server Report Builder 3.0 (instead of Visual Studio 2013) for NAV 2013 R2 report layout designing, you can refer to my earlier post NAV 2013 R2 Report layout design with Report Builder

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Right click on the ‘Inventory’ textbox and go to ‘Text Box Properties’.

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Go to ‘Action’ tab and select the radio button in ‘change action option’ to ‘Go to URL’. After this click on the ‘fx’ (as circled above) button next to ‘Select URL’ text box.

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Here I have modified the URL with the following changes:

  • Added a ‘=’ sign in front of the URL
  • Included the entire URL inside double quotes
  • Replaced the text ‘1000’ (the item no) with the text ‘+Fields!No.Value+’. This makes the URL to pick up the Item No. from the value displayed in ‘No.’ field in report.

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Instead of manually typing it, you can actually select the ‘Fields (DataSet_Result) in Category box, Select ‘<All>’ in Item box and then  double click on ‘No.’ in the Values box.

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Post the above changes, my final URL looks like this -

="dynamicsnav://///runpage?page=38&$filter='Item Ledger Entry'.'Item No.' IS '"+Fields!No.Value +"'&mode=View"

Now the field ‘Inventory’ is perfectly linked to the page 38 (Item Ledger Entry). Next let us complete our 3rd step -

Enable your report to use an external link (URL):

Save the report layout and come back to NAV 2013 R2 development environment (Report designer). Go to a blank line at the bottom of the report and click on View > Properties -

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Change the property ‘EnableHyperlinks’ to ‘Yes’.

And that’s it. You are ready with your NAV 2013 R2 interactive report from where you can drill down to more detailed data. Let us test the same.

Save the report and run it from the Object designer itself (that’s the good thing you can do in NAV 2013 R2 but not in NAV 2009 Smile).

Once the request page opens, just click on the ‘Preview’ button. This will open the report viewer window. Hover your mouse on the ‘Inventory’ field values and you will see the cursor is getting changed to a ‘hand’ denoting that you can drill down from that value. Click on the value and Item ledger entry page will open up with the entries corresponding to the item no in the report. 

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Try and see if all values are opening it’s corresponding item ledger entries only.

Hope you are able to follow the steps mentioned here in creating your own interactive reports. You can leave your comment here in case you face any difficulty or you can write to me on the same at snehanshu.mandal@gmail.com.

Catch you in my next post / session on NAV 2013 R2. Till then happy reading.