Dynamics 365 Primer

Real quick one today, basically a repost of a CustomerSource post today.

The new Dynamics 365 offerings are a bit…. shall we say…. confusing? Ambiguous? The Dynamics 365 page itself seems to have a large number of products on it, they call it all sorts of names, there seem to be a couple of different editions, for different markets. This post is a good attempt at creating some clarity around Dynamics 365.

In a nutshell:

  • Microsoft wants to re-invent business processes. Personally I think that’s BS because the processes themselves won’t really change, it’s just that those processes will be executed by a set of online integrated products. Don’t get me wrong, the technology is moving at lightning speed, and the capabilities are mind-blowing. Microsoft calls it ‘digital transformation’. Now it is REALLY awesome to be able to have a conversation with a prospect, create a quote/order right from your email, have everything posted immediately in your financial system, and see sales figures in a dashboard in real time. The technology to make that happen is now becoming a reality, but the business process itself is really not that different.
  • Clarity about the Dynamics Portfolio. Really important to understand the various products and how they connect and relate. Dynamics 365 Business/Enterprise are based on NAV/AX respectively, GP/SL will technically not have a cloud offering. The consequences for SL/GP partners is that they will have to learn NAV/AX to go into the cloud.
  • Other Microsoft technologies, such as the common data model, PowerBI, Power Apps, Flow, Azure… These will all be offered in a way that allows you to integrate them in a seamless way. You can extract data for your PowerBI dashboard from any other Dynamics offering, and present the relationships in one look. You can use Flow and Power Apps to build your custom workflow, and use data from multiple systems in real time. VERY powerful stuff.

Have a read in this article, there are a ton of links in there for you to follow down the rabbit hole.

Presenting at Directions US 2016

Just today I got word that I will be presenting at Directions US in Phoenix. Neither session has an official name yet but with this information you should be able to find them on the schedule once dates and times are finalized.

First, I’ll present a session about basic best practices for development in Dynamics NAV. Dynamics 365 comes in two flavors. The first is Enterprise Edition, which is based on Dynamics AX. The other flavor is the Business Edition,which is based on Dynamics NAV. Because there are the only two flavors, there is going to be a big influx of Microsoft partners that will need to do development in Dynamics NAV.

Eventually, the goal is to educate partners in how to set up their development practice, and the first step is to learn about some best practices of how to do the actual development itself. This is where my session comes in. Not very exciting stuff for seasoned NAV pros, but if you are a Microsoft partner that wants an introduction into NAV development, this is for you.

The other session will be a panel discussion about the current and future state of the technology for Dynamics NAV. Me and some other MVP’s will be happy to answer any questions you may have, and hopefully have a lively discussion. In my experience, there will be plenty of people in the audience who will have a lot of add to the discussion. These types of sessions are always fun to attend.

This is the view from my office in Flagstaff, AZ. I can’t wait to drive down the mountain in September and meet you at Directions in Phoenix.

Extensions! Extensions! Extensions!

Just a quick post today about something that is probably the most important thing to learn as a NAV developer, which is Extensions.

I remember going to an event where Steve Ballmer did the keynote. It was a technical conference, and he started his talk by almost screaming “DEVELOPERS! DEVELOPERS! DEVELOPERS!”. It was meant to make the people in the audience, who were almost all developers, like the most important people on the face of the earth. He kept hammering on the point that developers were THE MOST IMPORTANT to Microsoft, and showed us all kinds of evidence that this was the case.

This past year or so has seen a big push toward this new thing in NAV development called ‘Extensions’. Rather than modifying the base code of the product, which is what most of the NAV partner channel is doing for their customers, extensions allows you to create custom functionality without actually touching the base code itself. Coming back from Directions this year, it has become clear that Microsoft is ALL IN on moving NAV development toward extensions. My fellow MVP and good friend Eric ‘Waldo’ Wauters wrote about extensions as well this week, so I won’t bother repeating that part.

What I want you to know about extensions is that as a technical NAV professional it is essential for you to learn about extensions. Your ability to keep your relevance in this industry will depend on whether you are able to effectively use extensions to develop a custom solution for NAV. Apps for Dynamics 365 are only possible with extensions, but it might even become necessary to use extensions for on prem implementations.

I’m signed up for a full day pre-conference workshop at NAV Techdays this year, which will hopefully give me the necessary skills to get that started for me. What are you planning?

Registered for Directions US and NAV Techdays 2016

After careful deliberations and weighing of all options, we decided that I will attend two more events this year: Directions US and NAV Techdays. Lucky for me, they are two of my favorite events.

Directions US is organized by and for the partner channel. Partners go here to work on their knowledge, to learn about the latest development in our industry, to see what new products are available, and not in the least to network with our peers in the partner channel. Personally I like this event because there is a minimum of marketing fluff that is directed at the end user, and people are hungry for knowledge.

There were some other people that wanted to go to Directions as well. Because it will be held in Phoenix this year, which is just a 2 hour drive for me, it didn’t take long to pick me to go to this one. It is looking like I might even be able to present a session or two.


NAV Techdays is THE premier technical event for NAV professionals. This will only be my second time at this event (why I never went before that is still a mystery to me) but I could not look at a year as a successful one without going to Antwerpen in Belgium.

The content at NAV Techdays is second to none: two days of 90 minute sessions, all deep dives into the most geeky technical topics that you can think of. It would be an absolute honor to present at this event, but I’d have to brush up on my skills a LOT before I’d feel comfortable standing up in front of that crowd.

Before the event itself there are two days of workshops. These workshops are not included in the event price, but they are all well worth the cost of admission. I will be attending “PowerShell – Black Belt” by Eric ‘Waldo’ Wauters and “Deep Dive Eventing & Extensions” by Arend-Jan Kauffmann. I cannot wait to get those started.

See you in Phoenix and Antwerpen!!

Import Flat Files with XMLPorts

After reading this blog and watching this YouTube video, you should have enough information to start figuring out how to use XMLPorts to import flat text files, even when this file contains data for multiple tables.

When I first got started as a NAV developer, I was assigned a senior whose job it was to educate me about what it takes to be an effective NAV developer. Whenever I had a question he would always challenge me to figure it out myself, while maybe giving me a tiny little push in the right direction. At first I thought that was very annoying, but it forced me to develop what is probably the most important skill as a developer: the skill of “figuring out how stuff works”. Once he was satisfied that I had spent an adequate amount of time and brainpower to a problem, he would take the time to give me a lesson. Sometimes he would make these lessons up on the spot, because he had to figure it out himself. Those lessons are my favorite memories of my time learning how to be a NAV developer, and oddly enough most of them weren’t even about syntax or objects, but about “how to figure stuff out”.

Every day, I make my rounds through the online communities, in search of questions to answer. Sometimes, I find a question that makes me wonder myself how something works. When this happens, I take a standard NAV database, and spend some time in the evening hours to figure it out. The past few days there’s been a question about how to import data for multiple tables into the RTC from a flat file, using an XMLPort. Now, at my work, all the developers attend a weekly conference call. On these weekly calls one of us presents a technology, or some tips on how to do certain things. We had recently held one about XMLPorts for the RTC, so I felt confident that this one would not be too big of a problem for me.

While my wife took my daughter to dance class, I worked on a couple of XMLPorts for the RTC, to import Purchase Invoice information into NAV. The YouTube clip below describes the results of those efforts. Hopefully this will help you understand how this works.

First published April 24, 2012

NAV2013 Beta – OData Introduction

With NAV 2013, Microsoft has added the capability to expose data from your NAV system as OData Web Services. Where that differs from regular Web Services (which in the NAV Server management snap-in is now identified as ‘SOAP Services’), is that OData only exposes data feeds, and within the context of Dynamics NAV is read-only. Click here to read all about OData, and here for an overview of OData in NAV 2013.

I’ve put together a new YouTube clip to show you where to find the OData Web Services in the NAV Server Management tool and the Web Wervices table from the RTC, as well as a couple of examples of how to consume them. As you will find out fairly quickly in this video, I have a LOT to learn about OData. I wanted to share what I do know though, and give you an idea of where to start looking.

This provides a new way to expose data from NAV, in an industry standard way, although I am sure that true OData experts will find missing pieces. It is another possibility for us to expand the reach of the ERP application that we know and love. I hope you enjoy the video, and that you will be inspired to start learning about it, and maybe even get some ideas about how to use them for your business.

First published May 23, 2012

New and Improved Page Design in NAV 2013

In NAV 2013, Microsoft has introduced some very nice new features to make designing Page objects for the RTC much easier than we were used to in NAV 2009.

Remember the good old days, when we had a wysiwyg designer for the Form objects, and we could put anything we want, anywhere on the form? This made for some really ‘creative’ (ahem) solutions, but essentially we were used to having complete control over the look and feel of the forms. When the RTC was introduced, we got the first step into a completely independent display target. Instead of defining x and y positions, display elements are now defined by metadata, and the display target should then be smart enough to interpret the metadata when the object is rendered. The intention was to ultimately have a situation in which it doesn’t matter where the page is displayed. The page object itself can be identical, and the display target then decides how to display certain elements based on the capabilities of the display target. For instance, the RTC displays exactly the same page as the Web Client or the Sharepoint Client, they just display the same page differently.

Unfortunately, when all you see is metadata, developing Pages becomes a very abstract exercise. Since there is no direct connection between the development tool and the rendered object, what we had to do was save the object, and hope for the best from there. We had to actually run the page to see what it would look like, and finding individual elements was a very painful thing to do. Lucky for us, the NAV team in Denmark cares a great deal (a GREAT deal) about what we think of the product, and they are VERY proud of the tools. When they were receiving many complaints about the Page Designer, they decided to enhance the development experience in NAV 2013 and address some of the most-frequently-complained-about issues. In my opinion the result is a HUGE improvement over NAV 2009.

What I want to do is focus on two new capabilities in the Page Designer. The first one is the ability to preview the Page right from the Page Designer, without saving the object first. My favorite feature of this capability is that there is a link between the ‘metadata designer’ and the ‘page previewer’. When you click on an element in the ‘metadata designer’, it is highlighted in the preview, and vice versa. You can see a rendered version of the metadata before saving it, and have a visual clue of what you are doing. The second (there is an ‘A’ and a ‘B’ here) is the ability to add columns to the Page object, through a Grid Layout and/or a Fixed Layout. These two new types of group elements make it possible to display multiple columns on the Page.

The NAV 2013 online help has a lot of good information about Page design, with walkthroughs and other tutorials. I’ve created a YouTube video in which I take you through the various screen elements of the NAV 2013 RTC, and then into the Page Designer to show you these new capabilities. I hope you’ll enjoy the video, and hopefully you’ll feel a bit more confident in using the Page Designer.

First published May 31, 2012

Debugging NAV 2013 is Easy

We’ve never had a debugger quite this powerful and versatile. Debugging NAV 2013 is Easy!

By nature I am a pessimist. In any situation I tend to look for problems and point them out to everyone. Since my goal of pointing out the problems is always to SOLVE them, and leave the situation in a better state than I found it, I personally consider my natural pessimism a very positive attribute. One of the things that feeds this pessimism is previous, similar situations. One example of such a situation is the release of a new version of NAV. When this happens, the NAV developers are always hoping that the tools have improved, and for well over a decade, one especially sore point has been the debugger.

When I first started as a Navision developer, version 2.5 had just come out, and most of the customers I worked on were still on earlier versions. The debugger in those days was TERRIBLE. Even then, coming out of a job as a VBA developer, I knew that there were much better alternatives, and I was always surprised just how bad the debugging experience in Navision was. Granted, there have been significant improvements since the 2.5 days, but the worst day in NAV development history surely must have been when NAV 2009 came out, and the only way to “debug” the RTC was the workaround with the Visual Studio debugger (see this video on how to make that work). Given all of these previous experiences, let’s just say that I was realistically pessimistic for the NAV 2013 debugger, and my expectation was actually a continuation of this downward trend ;).

As I’ve said many times before, the NAV team actually cares a great deal about the development experience, and for years they had been wanting to address the development tools. They were well aware of the problems, but the priority to do anything about it was always too low to make it into a new release. With the discontinuation of all the Classic components, however, this changed and there finally was ample priority for a new debugger. The results of years of very hard work are very impressive, and in my opinion the NAV team has delivered something that is well beyond anyone’s reasonable expectations. The new debugger is a great tool, one that gives the NAV developer a lot of flexibility. Not only can we break into any type of session on any Service Tier (given the proper setup), we can even change the appearance of the debugger, and customize it to our own personal preferences.

This is another one of those things that I’ve been very anxious to share, and I am very happy that I finally had some time to put together a YouTube video and write this blog entry. Please enjoy the debugger, and I hope you are as happy with it as I am.

First published August 14, 2012