Microsoft Dynamics NAV. Implementing ERP Systems

Microsoft Dynamics NAV. Implementing ERP Systems - Opis

Microsoft Dynamics NAV is an Enterprise Resource Planning (ERP) application used in all kinds of organizations around the world. It provides a great variety of functionality, out-of-the-box, in different topics such as accounting, sales, purchase processing, logistics, and manufacturing. Microsoft Dynamics NAV also allows companies to grow their applications by customizing solutions to meet specific requirements.This course is a hands-on tutorial on working with a real Dynamics NAV implementation. It begins by providing an insight into the different tools available to migrate data from client legacy systems into Microsoft Dynamics NAV. If you are already live with Microsoft Dynamics NAV, you will learn about upgrades and what to expect from them. We’ll also show you how to implement additional or expanding functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, debug error messages, and implement free third-party add-ons to your existing installation. From here, you will be introduced to integrated development tools to make you a highly productive developer in the NAV environment.The course will serve as a comprehensive reference guide, complementing NAV's Help files. You will find this course really useful if you want to evaluate Microsoft Dynamics NAV's development capabilities or need to manage NAV-based projects. Additionally, you will also learn about the NAV application structure, the C/SIDE development environment, the C/AL language, the construction and uses of each object type, and how it all fits together. Moving on, you (...) więcej will be guided through the NAV way of solving problems. You will be introduced to patterns and the software NAV architecture and will then build an example application. Then, you will walk through the details of architectural patterns, design patterns, and implementation patterns and will also learn about anti-patterns and handling legacy code. You will learn how to build solutions using patterns. The course offers premium, highly practical content on this recently released version of Dynamics NAV, and includes material from the following Packt books : 1. Implementing Microsoft Dynamics NAV - Third Edition 2. Programming Microsoft Dynamics™ NAV 3. Learning Dynamics NAV Patterns Spis treści:
Table of Contents
Microsoft Dynamics NAV
Microsoft Dynamics NAV
Microsoft Dynamics NAV
Credits
Preface
What this learning path covers
What you need for this learning path
Who this learning path is for
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
Part 1. Module 1
Chapter 1. Exploring Microsoft Dynamics NAV An Introduction
Understanding Microsoft Dynamics NAV
The functional areas within Dynamics NAV
History of Dynamics NAV
Functional areas
Financial Management
Sales and marketing
Purchase
Approvals
Warehouse
Manufacturing
Job
Resource planning
Service
Human resources
Vertical and horizontal solutions
Accessing Dynamics NAV
Windows client
Web client
Tablet client
SharePoint client
Web Services
Development Environment
Summary
Chapter 2. Whats New in NAV 2016?
Application changes
Improvements for the application users
Tablet client
New application features
Development changes
Document reporting
Upgrade automation an overview
Enhancement in security and encryption
IT changes
Dynamics NAV Server administration
Windows PowerShell cmdlets
Summary
Chapter 3. Dynamics NAV General Considerations
The data model
Master data
Documents
Journals
Entries
Combining all concepts
No save button
The main advantage
When is the data verified?
The main drawback
The posting routines
Posted data cannot be modified (or deleted)
Navigating through your data
The Navigate functionality
Other ways to browse data
Sorting on list pages
Filtering for the data you need
Saving views for the filters you've set
Real-time data gathering the SIFT technology
Everything leads to accounting
The Dynamics NAV database
The TableRelation property
Coded data rules
Summary
Chapter 4. The Implementation Process From the Reseller
What is an implementation?
Methodology
The Waterfall approach
The Agile approach
Using the best of both
Microsoft Dynamics Sure Step
Roles
Salesperson
Project manager
Business consultant
Key users
Analyst
Developer
Implementer
End users
Summarizing the roles
Phases
Presales
Getting the project requirements
Designing the solution
Development
Deployment
Post Implementation Support
Summary
Chapter 5. The Implementation Process on the Customer Side
Definition of goals
Measuring goals
Defining the internal processes
Questions to be asked
Improve before automating
Getting the requirements
Change management
Get involved in testing the system
Involve end users
Summary
Chapter 6. Migrating Data
Tools to migrate data
RapidStart Services
Using XMLports to migrate data
Writing your own tools
Converting data from the old system to Dynamics NAV's needs
Fields particular to Microsoft Dynamics NAV
Master data
Open entries
Customer entries
Vendor entries
Bank entries
Item entries
Fixed-asset entries
General Ledger balances
Historical data
Open documents
Choosing a go-live date
Going live at the beginning of the fiscal year
Going live in the middle of a fiscal year
Summary
Chapter 7. Upgrading Microsoft Dynamics NAV
Upgrading philosophy
Upgrades prior to Dynamics NAV 2013
Upgrades from Dynamics NAV 2013 forward
Upgrading process checklist
Upgrading from 2013, 2013 R2, or 2015
Upgrading from 2009, 2009 SP1, or 2009 R2
Upgrading from 5.0 or 5.0 SP1
Upgrading from 4.0, 4.0 SP1, 4.0 SP2, or 4.0 SP3
Upgrading from 3.60 or 3.70
Upgrading steps to NAV 2013
Preparing to upgrade
Upgrading the application code
Upgrading the data
Upgrading tools
Upgrade toolkit
Text format upgrade
Form transformation
Report transformation
Comparing text tools
MergeTool
Summary
Chapter 8. Development Considerations
Setup versus customization
Data model principles
Basic objects
How tables are structured
The structure of pages
The posting process
The codeunit structure for sales posting
The codeunit structure for General Journal posting
Where to write customized code
Validating fields
Batch jobs
Formatting customized code
Summary
Chapter 9. Functional Changes on Existing Implementations
General guidelines
What is a functional change?
The Requisition Worksheet
Fixed Assets
Item Tracking
Extending a customized functionality
Interactions with other functionalities
The Requisition Worksheet
Fixed Assets
Item Tracking
Extending a customized functionality
Writing a to-do list to implement a change
The Requisition Worksheet
Fixed Assets
Item Tracking
Extending a customized functionality
Choosing the right time
The Requisition Worksheet
Fixed Assets
Item Tracking
Extending a customized functionality
Planning the change
The Requisition Worksheet
Fixed Assets
Item Tracking
Extending a customized functionality
Summary
Chapter 10. Data Analysis and Reporting
Using filters and FlowFilters
Creating views
Statistics
Charts
The Show as Chart option
Adding charts to the Role Center page
Creating and configuring charts
Using reports
Finding reports
Running reports
Types of reports
Account schedules
Analysis views
Understanding dimensions
Creating an analysis view
Updating analysis views
Using analysis views
Extracting data
Sending data to Microsoft Office applications
Extracting data through web services
Other ways to extract Dynamics NAV data
Understanding report development
Reports anatomy
Defining the dataset
Designing the visual layout
Summary
Chapter 11. Debugging
The art of debugging
Debugging in Dynamics NAV 2016
Break Rules
Placing breakpoints
From the Object Designer
In the current statement of the debugger
Conditional breakpoint
Debugger Breakpoint List
Line-by-line execution
The Step Into option
The Step Over option
The Step Out option
The Continue option
The Call Stack FactBox
The Watches FactBox
Adding variables from the Debugger Variables List window
Adding variables from the code viewer
Summary
Chapter 12. Popular Reporting Options with Microsoft Dynamics NAV
What is a query?
Query Designer
Defining our first query
Adding additional data to the query
Charts
Web services
External applications
Power BI
Jet Reports Express
Downloading Jet Reports Express
Installing Jet Reports Express
Report pack for Jet Reports Express
Summary
Part 2. Module 2
Chapter 1. An Introduction to NAV 2015
NAV 2015 an ERP system
Financial Management
Manufacturing
Supply Chain Management
Business Intelligence and reporting
Relationship Management
Human Resource management
Project Management
Significant changes in NAV 2015
Application changes
Client enhancements
Development tools
Other areas
A developer's overview of NAV 2015
NAV object types
The C/SIDE integrated development environment
Object Designer tool icons
The C/AL programming language
NAV object and system elements
NAV functional terminology
User interface
Hands-on development in NAV 2015
The NAV 2015 development exercise scenario
Getting started with application design
Application tables
Pages
Creating a List page
Creating a Card page
Creating some sample data
Creating a List Report
Other NAV object types
Development backups and documentation
Summary
Review questions
Chapter 2. Tables
An overview of tables
Components of a table
Naming a table
Table numbering
Table properties
Table triggers
Keys
SumIndexFields
Field Groups
Enhancing our sample application
Creating and modifying tables
Assigning a Table Relation property
Assigning an InitValue property
Adding a few activity-tracking tables
New tables for our WDTU project
New list pages for our WDTU project
Keys, SumIndexFields, and table relations in our examples
Modifying a standard table
Version list documentation
Types of tables
Fully Modifiable tables
Content modifiable tables
Read-only tables
Summary
Review questions
Chapter 3. Data Types and Fields
Basic definitions
Fields
Field properties
Field triggers
Data structure examples
Field numbering
Field and Variable naming
Data types
Fundamental data types
Complex data types
Data type usage
FieldClass property options
FieldClass Normal
FieldClass FlowField
FieldClass FlowFilter
FlowFields and a FlowFilter for our application
Filtering
Experimenting with filters
Accessing filter controls
Summary
Review questions
Chapter 4. Pages The Interactive Interface
Page design and structure overview
Page design guidelines
The NAV 2015 page structure
Types of pages
Role Center page
List page
Card page
Document page
ListPlus page
Worksheet (Journal) page
ConfirmationDialog page
StandardDialog page
NavigatePage
Special pages
Page parts
Charts
Page names
Page Designer
New Page Wizard
Page components
Page Triggers
Page properties
Page Preview tool
Inheritance
WDTU Page Enhancement part 1
Page controls
Control types
Page Part controls
Bound and Unbound Pages
WDTU Page Enhancement part 2
Page Actions
Page Action Types and Subtypes
Action Groups
Action properties
Navigation Pane Button actions
Actions Summary
Learning more
UX (User Experience) Guidelines
Creative plagiarism and patterns
Experimenting on our own
Experimentation
Summary
Review questions
Chapter 5. Queries and Reports
Queries
Building a simple Query object
Query and Query component properties
Reports
What is a report?
Four NAV report designers
NAV report types
Report components overview
Report structure
Report data flow
Report components detail
C/SIDE Report properties
SQL Server Report Builder Report properties
Report triggers
Request Page Properties
Request page triggers
DataItem properties
DataItem triggers
Creating a Report in NAV 2015
Learn by experimentation
Report building phase 1
Report building phase 2
Report building phase 3
Interactive report capabilities
Request page
Processing-Only reports
Creative report plagiarism and patterns
Summary
Review questions
Chapter 6. Introduction to C/SIDE and C/AL
Understanding C/SIDE
Object Designer
Text objects
C/SIDE programming
C/AL syntax
Assignment and punctuation
Expressions
Frequently used C/AL functions
Conditional statements
Indenting code
Some simple coding modifications
Adding field validation to a table
Adding code to a report
Lay out the new Report Heading
Save and test
Lookup Related table data
Layout the new report body
Finishing the processing code
Test the completed report
Output to Excel
Summary
Review questions
Chapter 7. Intermediate C/AL
C/AL Symbol Menu
Internal documentation
Validation functions
TESTFIELD
FIELDERROR
INIT
VALIDATE
Date and Time functions
TODAY, TIME, and CURRENTDATETIME functions
WORKDATE function
DATE2DMY function
DATE2DWY function
DMY2DATE and DWY2DATE functions
CALCDATE function
Data conversion and formatting functions
ROUND
FORMAT function
EVALUATE function
FlowField and SumIndexField functions
CALCFIELDS function
SETAUTOCALCFIELDS function
CALCSUMS function
Flow control
REPEAT-UNTIL
WHILE-DO
FOR-TO or FOR-DOWNTO
CASE-ELSE statement
WITH-DO statement
QUIT, BREAK, EXIT, and SKIP functions
Input and Output functions
NEXT function with FIND or FINDSET
INSERT function
MODIFY function
DELETE function
MODIFYALL function
DELETEALL function
Filtering
SETFILTER function
COPYFILTER and COPYFILTERS functions
GETFILTER and GETFILTERS functions
FILTERGROUP function
MARK function
CLEARMARKS function
MARKEDONLY function
RESET function
InterObject communication
Communication via data
Communication through function parameters
Communication via object calls
Enhancing the WDTU application
Modifying Table Fields
Add Validation logic
Creating the Playlist Subform page
Creating a function for our Factbox
Creating a Factbox page
Summary
Review questions
Chapter 8. Advanced NAV Development Tools
NAV process flow
Initial setup and data preparation
Transaction entry
Testing and posting the Journal batch
Utilizing and maintaining the data
Data maintenance
Role Center pages
The Role Center structure
System Part
Page Parts
The Navigation Pane and Action menus
XMLports
XMLport components
Web services
Exposing a web service
Publishing a web service
Enabling web services
Determining what was published
XMLport a web services integration example for WDTU
Summary
Review questions
Chapter 9. Successful Conclusions
Creating new C/AL routines
Callable functions
Management codeunits
Multi-language system
Multi-currency system
Navigate
Modifying for Navigate
Debugging in NAV 2015
Text Exports of Objects
Dialog function debugging techniques
The NAV 2015 Debugger
C/SIDE Test-driven development
Other Interfaces
Automation Controller
Linked Data Sources
NAV Application Server (NAS)
Client Add-ins
Client Add-in construction
WDTU Client Add-in
Client Add-in comments
Customizing Help
NAV development projects general guidance
Knowledge is the key
Data-focused design
Designing the posting processes
Designing the supporting processes
Double-check everything
Design for efficiency
Disk I/O
Locking
Updating and upgrading
Design for updating
Plan for upgrading
Coding considerations
Supporting material
Summary
Review questions
Part 3. Module 3
Chapter 1. Introducing Dynamics NAV Patterns and Software Architecture
What do we mean by 'patterns'?
Software design patterns
The Procedural software design patterns
Microsoft Dynamics NAV Design Patterns
The object-oriented patterns
Non-object-oriented patterns
The functional oriented patterns
Patterns elements and hierarchy
Architectural patterns
Design patterns
Structuring code
The coding standards
Anti-patterns
Legacy code
Upgradability
Delta files
Repeatability
Lifecycle of a design pattern
Software architecture in Microsoft Dynamics NAV
Building blocks
Table
Page
Report
Codeunit
Query
XMLPort
MenuSuite
Metadata
Flowfields
Flowfilters
Base application
Functional processes
Summary
Chapter 2. Architectural Patterns
The Singleton Pattern
Technical description
Company-Initialize
Implementations
Enhancements
The Supplemental and Subsidiary Pattern
Technical description
Implementations
The Compound Pattern
Technical description
The Rules Pattern
Technical description
Implementations
Examples
The Master Data Pattern
Technical description
Implementations
Examples
The Journal Template-Batch-Line Pattern
Technical description
Implementations
Examples
The Entry Pattern
Technical description
The Entry Table types
Entries that can be deleted
Implementations
Examples
Document Pattern
Technical description
Implementations
Examples
The Argument table
Technical description
Implementations
Summary
Chapter 3. Design Patterns
The Entity State Pattern
Technical description
Setting the State
Testing the State
Implementations
Examples
The Select Pattern
Technical description
Implementations
The Number Series Pattern
Technical description
Implementations
Examples
Address Integration Pattern
Technical description
Copying the address
Implementations
Examples
Multi-Level Setup
Technical description
Implementations
Examples
Document History
Technical description
Implementations
Examples
Copy Document Pattern
Technical description
Implementations
Examples
Job Queue Entry Pattern
Technical description
Implementations
Dismissible dialogs and save preferences
Technical description
Implementations
Setup Update Pattern
Technical description
Implementations
Example
Model-View ViewModel Pattern
Technical description
Implementations
Examples
Summary
Chapter 4. Building an Example Application Using Patterns
The design elements
The Pattern dependencies
Step one Foundation
Example setup
Which Patterns to use
The implementation
The Multi-Level Setup Pattern
Step two Master Data
Example Person
The Example Product
Number Series
Entity State
Implementing the Address Integration Pattern
Step three Journals & Entries
Creating your own Journal and Entry
Validation in Journals
Step four Documents
Implementing a Document
Document history
Selecting a Pattern
Other Patterns
Posting
The layered model
Summary
Chapter 5. Coding Best Practices
Coding guidelines
Code design
Code readability
Class-Method-Property
The Table as a class
A Codeunit as a method
Function libraries and interfaces
Natural Language Programming
Pitfalls
Bonus debugging
Encapsulation
Override Functions
Façade
Hooks
Disabling the original source code
Predefined hooks
Variant variables
Managing DLL
Summary
Chapter 6. Anti-patterns and Handling Legacy Code
Anti-patterns
Code cloning
Boat anchors
Other anti-patterns and context
Programming language capabilities
Legacy code
Refactoring the C/AL Code
Refactoring tables
Code refactoring
The boy scout rule
Summary
Chapter 7. Building Solutions Using Patterns
Building blocks
Applying Architectural Patterns
Creating the Table objects
Applying Design Patterns
The Bed and Breakfast setup
Bed and Breakfast season
Bed and Breakfast room
Bed and Breakfast price
Bed and Breakfast clean entry
Bed and Breakfast stay
Bed and Breakfast journal and entry
The Bed and Breakfast evaluation header and evaluation line
Defining the methods
Writing the Code and Link methods
Creating the cleaning entries
Refactoring
The new class members
The new function library
Room members
The room price calculation
Testing the application
Test isolation
Analyzing the results
Upgrading the application
Creating a Delta file
The steps of creating a Delta file
Inside the Delta file
Building our application
Building the result
Managing the source code
Creating the workspace
Setting up Visual Studio
Uploading the files
Summary
Bibliography
Index
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