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Researching the Cost of Dynamics NAV?

Woman contemplating price of NAV

Dynamics NAV does not come in a box with a bar code, so it’s difficult to get a true definitive price before an actual quote or implementation.  Reason being, no two businesses are the same, the standard factors affecting ERP implementations are usually coupled with many different elements that drive different levels of customization and affect ERP implementation costs. However, there are several buying options that can help any CEO or CFO know NAV’s ballpark price before entering negotiations with any partner.  Even though the research can seem daunting, 110,000 businesses have already implemented this powerful business software.

In the “What’s my price?” e-book, Microsoft presents the factors a business person should take into account to determine the total cost of implementing Dynamics NAV.  Below find many of the factors that affect ERP implementation costs, including a few of those often overlooked: Read more

Navision VS. NAV 2015 – Features Comparison

Businessman with tablet computer in office buildingQuick to implement and easy to use, Dynamics NAV is by far one of the best ERP solutions small and midsize businesses can opt for to gain greater control over financials and streamline sales, marketing, supply chain, manufacturing, and wholesale distribution operations.   And, this solution is used by 110,000 customers worldwide!

If you’re using an earlier version of NAV (formerly Navision) we recommend considering an upgrade to DynamicsNAV2015 in order to remain on a supported software version and benefit from enhanced capabilities that can help you increase productivity, improve performance, and reduce costs. Keep reading to find out more about the enhancements included in NAV 2015 and identify the features you’re currently missing. Read more

Dynamics NAV 110,000 Customers and Counting

With Microsoft Dynamics NAV now being utilized by more than 110,000 small and mid-sized businesses and organizations worldwide, the time couldn’t be better for the latest update offering, coinciding with the new release of Microsoft Dynamics NAV 2015. Designed with the purpose of helping these companies increase their productivity while reducing the costs and complexities associated with growing a business to its potential, business owners/managers are given simple-to-set-up and easy-to-use tools to help them optimize their business processes. Read more

NAV 2015

How To Schedule Reports in Microsoft Dynamics NAV 2015

One of the most powerful features in NAV 2015 is report scheduling. The feature enables users to automatically run reports at any intervals. The report scheduler runs the report in the application’s server and produces information in form of PDF, Word of Excel. The report can also be accessed in the “Report Inbox” page that is at the Role Center page.

NAV 2015

What Can NAV 2015 Do?

The report scheduling feature in NAV 2015 enables the following:

  • Instead of running reports on the Client machine, you can Run them on the NAV Server (NAS)
  • Save reports that have been Run for later viewing.
  • Save reports Run in different formats.
  • Schedule time-consuming and/or report intensive reports at a later time when the server is idle.

Benefits of Report Scheduling in NAV 2015

You can access report scheduling by running a report and clicking Print > Schedule on the Request Page. Alternatively, click Ctrl + Shift + S to open the scheduler window. The request has to be pre-configured and scheduled to run at the date and time you prefer.

The report scheduler window will have a number of options you can configure for the report you want to schedule. Here is an overview of the options and what they mean:

  • Report ID.The ID of the report you’ve opened
  • Report output type.The type of report that will be generated.
  • Printer Name. The printer where the report will be run.
  • Earlier Start Date/Time.The earliest date/time you wish the report to be run.
  • Expiration Date/Time.The latest date/time you wish the report to be run.

Before a job is scheduled, the Printer Name value will be grayed out by default. Fill or choose the values you would like for your schedule and then click the OK button.

How to Use New Methods of Report Scheduling

You can dive deeper into report scheduling to use the two new standard methods:

  • Report.Execute
  • Report.RunRequestPage

The first method can run the report with a provided set of captured parameters. The method is passed as a variable in both functions and is stored in XML format. The method can be reused to automate report scheduling.

The Report.Execute method is a good feature for running slow nightly reports. The method can be initiated by end users.

With the second option, the report can be run without running it but rather through showing the request page and capturing its parameters.

Configuring the Reports Scheduler in Dynamics NAV 2015

  1. i) Navigate to Departments and open Administration. Then, click Application Setup, select Job Queue and follow up by opening the Job Queue Category List.
  2. ii) Click the New icon on the main menu and select new Job Queue Category.

iii) Go to Departments and click it to reveal Administration. Next, click Application Setup, navigate to Job Queue and open Job Queues.

  1. iv) On the Job Queue, click New to set up a new Job Queue. The Job Queue Card window will open.
  2. v) On the Job Queue Card, provide a value for the Code and Description. On the Job Queue Category Filter field, click the dropdown menu to select the category you previously created.
  3. vi) Under the NAS Settings, select the instance of the NAV Server where the report will be run. After this, your report will be ready to run.

Note: It is mandatory to indicate the NAV Server instance and Job Queue Category fields for NAV to run your scheduled report.

  1. vi) To begin or cancel a Job Queue, click the Start or Stop icons on the Actions pane under Process.

You have now finished setting up the report schedule and are ready to run your reports from a Tablet, Web or Windows Client. You can also schedule the reports to run at any time or date.

When the report is run, it will be saved inside the Report Inbox, which is available insider the Fact box. To see the information a report contains, click the Report row.

The scheduling feature is handy when you want process-only reports or are looking to schedule long-running reports to run when the server is not in use.





NAV 2015

Microsoft Dynamics NAV: Going Mobile With NAV 2015

A while ago, mobility was considered just a trend. But recent statistics has indicated a rapid increase in the adoption of mobile devices and applications. As a result, most developers are putting a lot of effort into creating true mobile-friendly solutions, hopping to attract more customers.

Microsoft is one of the developers trying to offer its users superior mobile experiences. For Dynamics NAV 2015, Microsoft has created a new tablet interface, which allows users to run various NAV applications on tablets. Unlike the Windows and Web Clients, which can only be used with a keyboard and a mouse, the Tablet Client has been especially developed for touch interaction.

NAV 2015

New Tablet Client Functionality at Your Fingertips

Proposing a simple, clean layout and feel, the new Tablet Client for NAV 2015 is ready to deliver intuitive “touch experiences” on Windows, iOS, and Android tablets.

Although applications have been clearly defined long before the development of the Tablet Client, efforts have been made to ensure that they’ll also work on the Web Client. This way, tablet users can benefit from extended Dynamics NAV functionality.

Additionally, the Tablet, Windows, and Web Clients not only are fully integrated with each other, but also use the same interface. This means that chances will appear automatically on all three Clients, regardless of whether they’re made in the Tablet, Windows, or Web Client.

After installing the Tablet Client on your device, you’ll be able to perform most of the tasks you complete from your computer. To begin with, you can:

  • access applications and business data according to your role as a user;
  • manage various information, from customer lists, phone numbers, orders, and invoices to key performance indicators;
  • create new entries for customers, quotes, orders, etc.;
  • customize the way you access business information; for example, you can transform list views into graphical views for a clearer representation of data;
  • write directly on the tablet; with the Tablet Client, you can verify and sign documents directly on your tablet;
  • take pictures with your tablet’s camera and attach them to documents or applications right away; the Tablet Client saves you the hassle of taking pictures with your phone and loading them on to your computer;
  • use your workstation to develop or customize pages in Dynamics NAV 2015 Development Environment; then, you can test the new solution tailored to specific needs, scenarios, or work roles from the same workstation, using the Tablet Client.

The Tablet Client not only delivers incredible convenience and rich functionality; developed on the Web Client technology, it is also economical. Any Dynamics NAV user who has previously invested in the Web Client can use the same business logic, application objects, and add-ins. Furthermore, system administration and maintenance are done exactly in the same manner. The new Client can be downloaded from the Windows Store, App Store, and Google Play.

Limitations

The Tablet Client developed for NAV 2015 comes with a few limitations you should be aware of. First, it doesn’t have an “offline” mode. So, there’s no offline access to information. Additionally, it only supports two browsers: Internet Explorer 11 for Windows 8.1 and Google Chrome 36.0 version.

Another important aspect is that users can’t use the Tablet Client to change languages and access multiple companies. If you want to switch to another company, you can do it only via the web browser.

Compared to the Windows and Web Client, the Tablet Client has one more drawback: it’s missing a “search” field in the upper right corner and the “Departments” button in the lower left.

A Few Impressions

One thing most Dynamics NAV users will probably love is that customizations are done instantly in the Windows, Web, and Tablet Clients. In addition, the new Tablet Client is quick and snappy. Written in JavaScript, it shares the same technology with the Web Client, which means that users will benefit from advanced processing power, even when working on their tablets. And if we add the familiar Microsoft Dynamics NAV interface, chances are that the Tablet Client for Dynamics NAV 2015 will become the preferred choice of many users.






NAV 2015

Scheduling Reports in Microsoft Dynamics NAV 2015

Running and scheduling reports in Microsoft Dynamics NAV 2015 has been enhanced and is now easier.

NAV 2015 now supports full integration with Microsoft Word. This means users can use MS Word to create and manage report layouts in the ERP. Other things made possible with the integration include capability to change font type, size, color, style, etc. in reports as well as schedule document reporting tasks.

Since most people are familiar with MS Word, this integration simplifies the task of creating reports.

NAV 2015

Through NAV’s report scheduling option, users can run reports at custom intervals. When a report is run, the report scheduler executes the action in the NAV server and outputs the report in Excel, Word or PDF format.

Here is an overview of how you can use the report scheduler:

  • Configure resource intensive reports to be run when the server is not busy
  • Run reports on the NAV server instead of the client.
  • Save your reports in the format you desire

The options available when printing a report from a client are also available when scheduling a report. You can also indicate when the scheduling should be done. If no option is selected, scheduling will start immediately.

The job queue in NAV 2015 is useful for scheduling lots of tasks that need to be executed automatically and regularly. When you want to schedule a job, the system will warn you if a job queue is not running on the middle tier.

How to Configure the Report Scheduler in NAV 2015

Follow the steps below on MS Dynamics NAV 2015’s main menu:

  • Click Departments, choose Administration and from the ensuing menu, select Application Setup
  • Next, click on Job Queue and open the Job Category List
  • Click New to setup a new Job Queue Category
  • Next, navigate to and click Departments, choose Administration and from the ensuing menu, select Application Setup
  • Click on Job Queue and open Job Queues
  • Click New to setup a new Job Queue
  • On the Job Queue Card interface, enter a value for Description and Code
  • Next, select the Job Queue Category that you created in the Job Queue Category Filter field
  • Finally, select the NAV server that you want the report to be run on

Starting/Stopping Reports Schedules

To start or stop a report schedule, click the Start Job Queue or Stop Job Queue button on the Actions pane respectively. The buttons are available under the Process category on the main menu fold.

The above are the steps to take to schedule reports to run on Microsoft NAV 2015. You can schedule reports to run from the Web, Windows or Tablet Client.

Viewing and Editing Reports

The final reports  can be accessed in new Report Inbox section introduced in the Role Center page.

To view the contents of a report that has already been processed, click the Report row and select the report you want to view. You will be prompted to open or save the document. You can hold, review any errors or even delete the report at this point.

If you want to edit a report that is still in a queue, click on it to open the Job Queue Entry Card. On the entry card, you can change the report and schedule it to automatically run at the time you want.

TIP: The best time to schedule reports to run is when the server is idle. This will ensure resources are not overstretched should you have resource intensive reports to run.

With scheduling, you are basically offloading the job of producing a report from whichever client you are using to the middle tier server. Thus, your client will be free for other tasks immediately while the long reports can wait.

Finally, the kicker with the reports feature in NAV 2015 is that the produced reports are stored in the My Reports box. The reports can be stored there indefinitely. You do not have to print or scatter your reports all over in cloud services like SharePoint or Onedrive.

Moreover, there is an option to show only Unread reports. With this feature, you will not have to skim through lots of old reports to find what you are looking for.





NAV 2015

Taking Full Advantage of Dynamics NAV 2015

The upcoming version of Dynamics NAV 2015 will make available a series of new features that mainly focus on enhancing Cue functionality. Since a “technical upgrade” isn’t necessary, the end users can easily install the new version, without facing any of the risks typically associated with system upgrades. Thanks to the new features, users will be able to perform a higher number of tasks via the same interface they’re already accustomed to.

Dynamics NAV 2015: Turning Cues into Business Intelligence Tools

Especially developed for Dynamics NAV, the Cues are about to become valuable Business Intelligence tools. Besides displaying important business data, such as performance indicators relating to role centers, the Cues will help organizations boost operational efficiency.

NAV 2015

The new features included in Dynamics NAV 2015 allow users to customize Cues’ appearance and functionality according to their needs. The features not only include new colored indicators, additional icons, and integer, decimal, and percentage data types, but also give users the option to expand the amount of data that will be displayed in each Cue and to complement Cues with buttons or toolbars required in daily work.

Similar to previous versions of Dynamics NAV, the new upgrade will allow users to create Cue controls along with relevant Field controls, which can be adjusted to further modify the way Cues appear and operate. For instance, you can choose the icon that will be displayed on each Cue, how Cues will format and record number strings, and what color the indicators will have (e.g. you can set up the system to use blue for “favorable” and red for “unfavorable” indicators). Additionally, by changing AutoFormat/AutoFormatExpr settings, you can customize the format of values in Cues (e.g. you can place currency and/or percentage symbols after a value).

In NAV 2015, users will also be able to use both FlowFields and normal fields, which offer new data aggregation possibilities by complementing the basic operations with new sources of Cue data. Instead of only using the “count” feature to find out “max,” “min,” and “avg” values, for example, you’ll also be able to use query objects.

Making the Most of It

To take full advantage of the features included in Dynamics NAV 2015, it’s important to follow the best practices explained below.

  • The name of a table specified in the SourceTable property must end with the word “Cue”. The reason for this is that the Cue Setup page only shows the tables that include this word. As an example, “Mini Activities Cue” (1313) is a perfect equivalent for the “Mini Activities” page (1310).
  • Field controls must always be bound to the table field. That’s because future customizations will be stored in relation to that field. For instance, on the “Mini Activities” page, the “Ongoing Sales Invoices” Cue control must be set to “Ongoing Sales Invoices” in the “Mini Activities Cue” table.
  • End users can customize indicators by accessing Cue Setup Administration (table 9701), especially designed to allow system administrators to set up defaults for indicators, or Cue Setup End User (table 9702), developed to enable end users to launch new pages from Cue controls.
  • To perform a “technical upgrade” to the latest version of NAV, users must mount their current applications to Microsoft Dynamics NAV 2015 Server. Additionally, it’s essential to know that without adding the GetCueStyle function to the code unit 1 and assigning it ID 16, end users won’t be able to customize Cues.
  • To give end users the permission to read, insert, modify, and delete data, the table Cue Setup Administration (9701) must be added to “Foundation,” under “Permissions.”

Dynamics NAV 2015 delivers a series of practical improvements, while offering end users a truly complex out-of-the-box ERP solution that is partially customized by default so that it can be used immediately after the installation. In business environments where customization has become the norm, the system can be easily setup to meet any needs and demands.





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