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Showing posts from March, 2010

Navision Employee Portal

Employee Portal provides a Web-based interface that gives employees quick access to mission-critical business information such as invoices, customer data, and some selected reports. Moreover, it real time integrates with the standard Microsoft Dynamics NAV database while collaborating with Microsoft® Windows® SharePoint® Services 3.0 (WSS 3.0) or Microsoft Office SharePoint Server 2007 (MOSS 2007) to provide you a browser based interface. Depending on the volume of transactions and the number of concurrent users, you can setup Employee Portal to run with either WSS or MOSS. However with MOSS, you would get additional support for making further developments. Employee Portal can also be identified as a Web Portal for Sales Persons who travels all over the country. In such instances, salesperson can logging to NAV and start creating Sales Orders or Sales Quotes as required by them. Let’s look at some typical screens available in the default Web pages. Item List /Product List Page This p...

Navision Employee Portal

Employee Portal provides a Web-based interface that gives employees quick access to mission-critical business information such as invoices, customer data, and some selected reports. Moreover, it real time integrates with the standard Microsoft Dynamics NAV database while collaborating with Microsoft® Windows® SharePoint® Services 3.0 (WSS 3.0) or Microsoft Office SharePoint Server 2007 (MOSS 2007) to provide you a browser based interface. Depending on the volume of transactions and the number of concurrent users, you can setup Employee Portal to run with either WSS or MOSS. However with MOSS, you would get additional support for making further developments. Employee Portal can also be identified as a Web Portal for Sales Persons who travels all over the country. In such instances, salesperson can logging to NAV and start creating Sales Orders or Sales Quotes as required by them. Let’s look at some typical screens available in the default Web pages. Item List /Product List Page This p...

Upgrade from NAV 5 to NAV 2009 SP1 – A Quick Guide

Regardless of the version from which you are trying to do the upgrade, the whole process can be divided into two main phases as Object Upgrade and the Data Upgrade. Let’s first look at the Object Upgrade. In Object Upgrade, you have to identify all the customizations done in the current live version of the customer database and implement the same in a new 2009 SP1 database. Please remember that there are no short-cuts for this process. This is entirely a manual process, but you can make use of the existing tools such as Developer Toolkit. Using the Developer Toolkit you can compare/merge the original version 5 db and the current customer database wherein you can identify the differences between the two databases and implement the modifications in a new 2009 SP1 fresh database. Once you complete this process, you are through with the phase no 1. Remember that this is the most time consuming phase in an upgrade project. If you make any mistakes then you have to suffer a lot in the subseq...

Upgrade from NAV 5 to NAV 2009 SP1 – A QUICK GUIDE

Regardless of the version from which you are trying to do the upgrade, the whole process can be divided into two main phases as Object Upgrade and the Data Upgrade. Let’s first look at the Object Upgrade. In Object Upgrade, you have to identify all the customizations done in the current live version of the customer database and implement the same in a new 2009 SP1 database. Please remember that there are no short-cuts for this process. This is entirely a manual process, but you can make use of the existing tools such as Developer Toolkit. Using the Developer Toolkit you can compare/merge the original version 5 db and the current customer database wherein you can identify the differences between the two databases and implement the modifications in a new 2009 SP1 fresh database. Once you complete this process, you are through with the phase no 1. Remember that this is the most time consuming phase in an upgrade project. If you make any mistakes then you have to suffer lot in the subseque...

How to run an External Application within Dynamics NAV

Perhaps you may have inquired the possibility of executing an external program within Dynamics NAV due to many reasons such as; 1. To run an external application like Windows Calendar or Skype within NAV 2. To run a Crystal Report using a Icon available in NAV Whatever the reason, concept for making this a reality would be as follows; Initially you may have to find out the directory path where the executable file of the external application is located. For example, let's assume that you are in need of calling the windows Calendar within Payment Journal Screen. You can search the calc.exe file where it is located. Mostly this is available in the windows System32 directory. Therefore the relevant directory path could be defined as 'C:\WINDOWS\system32\calc.exe'. In CAL, you could call the Calendar Control by giving the following command; SHELL('C:\WINDOWS\system32\calc.exe'); This can be achieved by placing an additional command button in the Payment Journal Screen. I...

How to run an External Application within Dynamics NAV

Perhaps you may have inquired the possibility of executing an external program within Dynamics NAV due to many reasons such as; 1. To run an external application like Windows Calendar or Skype within NAV 2. To run a Crystal Report using a Icon available in NAV Whatever the reason, concept for making this a reality would be as follows; Initially you may have to find out the directory path where the executable file of the external application is located. For example, let's assume that you are in need of calling the windows Calendar within Payment Journal Screen. You can search the calc.exe file where it is located. Mostly this is available in the windows System32 directory. Therefore the relevant directory path could be defined as 'C:\WINDOWS\system32\calc.exe'. In CAL, you could call the Calendar Control by giving the following command; SHELL('C:\WINDOWS\system32\calc.exe'); This can be achieved by placing an additional command button in the Payment Journal Screen. I...

Trace Flag is no more Required

You may remember that customers who were running NAV 5.0 and NAV 2009 with SQL Server option were required to enable the Trace Flag 4616 in the SQL server database. However, this is no longer required with the latest NAV 2009 SP1 version, as it uses “VIEW SERVER STATE” permissions to enable visibility to the required connection information for each user. Therefore, now it is recommended that Trace Flag to be disabled after upgrading it 2009 SP1. If you are going for new installation, of course this is not required at all. In most cases, we enabled the Trace Flag by adding it to the startup parameters by opening the "Configuration Tools" folder of the "SQL Server Configuration Manager". However, you can disable it now by following the below steps; 1. Go to Start-> Run and select the "Microsoft SQL Server 2005/2008" program group, select the "Configuration Tools" of the "SQL Server Configuration Manager" tool. 2. Double-click on the SQ...

Trace Flag is no more Required

You may remember that customers who were running NAV 5.0 and NAV 2009 with SQL Server option were required to enable the Trace Flag 4616 in the SQL server database. However, this is no longer required with the latest NAV 2009 SP1 version, as it uses “VIEW SERVER STATE” permissions to enable visibility to the required connection information for each user. Therefore, now it is recommended that Trace Flag to be disabled after upgrading it 2009 SP1. If you are going for new installation, of course this is not required at all. In most cases, we enabled the Trace Flag by adding it to the startup parameters by opening the "Configuration Tools" folder of the "SQL Server Configuration Manager". However, you can disable it now by following the below steps; 1. Go to Start-> Run and select the "Microsoft SQL Server 2005/2008" program group, select the "Configuration Tools" of the "SQL Server Configuration Manager" tool. 2. Double-click on the SQ...

Role Center Configuration

What is Role Center Role Centers are one of the most attractive features available in the latest of Microsoft Dynamics NAV 2009. Basically, a Role Center is designed to assist users by identifying the specific roles played in their day to day life. It improves the user friendliness of the ERP system by providing them an overview of the tasks and information relevant to their job and helps to plan their daily work. A role center is a Dash Board Screen for a specific segment of users where all the frequently used options of the ERP could be organized and make available in one single screen. These selected options may contain different data entry screens, batch jobs, reports, analysis screens, data integration objects such as Data ports, XML Ports and even URLs of frequently visiting web sites & email inbox / outbox as well. Microsoft Dynamics NAV 2009 delivers with 21 default Role Centers and they could be further optimized as per the specific needs of the customers. These Role Cente...

Role Center Configuration

What is Role Center Role Centers are one of the most attractive features available in the latest of Microsoft Dynamics NAV 2009. Basically, a Role Center is designed to assist users by identifying the specific roles played in their day to day life. It improves the user friendliness of the ERP system by providing them an overview of the tasks and information relevant to their job and helps to plan their daily work. A role center is a Dash Board Screen for a specific segment of users where all the frequently used options of the ERP could be organized and make available in one single screen. These selected options may contain different data entry screens, batch jobs, reports, analysis screens, data integration objects such as Data ports, XML Ports and even URLs of frequently visiting web sites & email inbox / outbox as well. Microsoft Dynamics NAV 2009 delivers with 21 default Role Centers and they could be further optimized as per the specific needs of the customers. These Role Cente...

Dynamics Navision Presentation at ANC

Thank you very much for your participation in the Seminar... It was on 3rd Feb 2010 from 4.00 p.m. to 6.00 p.m. at ANC Auditorium. Our session was all about Dynamics NAV and its attractive features among the other ERP systems in the market. We shared our knowledge on MS Dynamics NAV and its various aspects; a) Brief introduction on "what is ERP" and the impact of ERP on business process? - By Apsara who is a Project Manager - MS Dynamics NAV b.) Integration facilities available in the MS Dynamics NAV with SQL server, SharePoint, MS BizTalk Server and other related technologies. c.) Some useful facts on upgrading earlier versions of Microsoft Navision into the latest version of MS Dynamics NAV 2009 and its Role Tailored Architecture d.) Flexibilities and the features available in MS Dynamics for customization in tailor-making the software according to the individual customer requirements. c.) In the arena of ERP implementation, who are the Partners and their role? what are t...

Dynamics Navision Presentation at ANC

Thank you very much for your participation in the Seminar... It was on 3rd Feb 2010 from 4.00 p.m. to 6.00 p.m. at ANC Auditorium. Our session was all about Dynamics NAV and its attractive features among the other ERP systems in the market. We shared our knowledge on MS Dynamics NAV and its various aspects; a) Brief introduction on "what is ERP" and the impact of ERP on business process? - By Apsara who is a Project Manager - MS Dynamics NAV b.) Integration facilities available in the MS Dynamics NAV with SQL server, SharePoint, MS BizTalk Server and other related technologies. c.) Some useful facts on upgrading earlier versions of Microsoft Navision into the latest version of MS Dynamics NAV 2009 and its Role Tailored Architecture d.) Flexibilities and the features available in MS Dynamics for customization in tailor-making the software according to the individual customer requirements. c.) In the arena of ERP implementation, who are the Partners and their role? what are t...