About robertostefanettinavblog

More than #1 million of pageviews

MVP Business Solutions – NAV

Top 25 Dynamics NAV Blog

Top 25 Dynamics NAV Blog

Inserisci il tuo indirizzo email per seguire questo blog e ricevere notifiche di nuovi messaggi via e-mail.

Segui assieme ad altri 37 follower

My Youtube Channel

My Linkedin Profile

Follow me On Twitter

My Last Presentation on Slideshare

NAV 2017 with Office 365 and Sharepoint Integration


Recently I found some questions in Microsoft Dynamics Community about these two topics: Office 365 and Sharepoint Integration with NAV. Some time ago, i talked about Azure deployment, take a look at my old post “ALL” about “Deploying Microsoft Dynamics NAV on Windows Azure” NAV 2015
https://robertostefanettinavblog.com/2015/07/23/all-about-deploying-microsoft-dynamics-nav-on-windows-azure/ ; now i would like to talk about Dynamics NAV with Office 365 and Sharepoint Integration

Best goals:
Dynamics NAV with:
– Office 365 Integration
– Sharepoint Online Integration
– “Complete Demo Environment of Dynamics NAV 2017” – Azure

off-365-1

Image from Freddy Blog

Existing powershell scripts “ready to go”
Powershell Scripts are existing and ready to use, you can find these scripts in Dynamics NAV DVD Image folders or in c:\DEMO\ for Dynamics NAV Azure Images deployments (the folders will be created directly by images).
Example : “D:\Dynamics.100.W1.2087091.DVD\WindowsPowerShellScripts\NAVOffice365Administration\ or in  c:\DEMO\ for NAV 2017 Azure Images.

A List of “Suggested” Links
Below a list of suggested links to achieve correct installation\configuration for a complete NAV 2017 Demo Environment with Office 365 and SharePoint Integration. Best Links (from my opinion) are available on Freddy Blog, note that all links from Freddy are free to use (not under NDA or only for Partners…), very useful for ALL people.

 

AZURE

About Azure Images
The Microsoft Dynamics NAV Image in the Azure Gallery
https://blogs.msdn.microsoft.com/freddyk/2016/11/05/the-microsoft-dynamics-nav-image-in-the-public-azure-gallery/

One NAV 2017 on Azure – Loaded please…
https://blogs.msdn.microsoft.com/freddyk/2016/11/19/one-nav-2017-on-azure-loaded-please/

Azure DEMO scripts Deployment Gallery Image NAV NAV 2017
navdemodeploy – under the hood https://blogs.msdn.microsoft.com/freddyk/2016/11/20/httpaka-msnavdemodeploy-under-the-hood/

Setup your NAV 2017 DEMO environment
https://blogs.msdn.microsoft.com/freddyk/2016/11/19/one-nav-2017-on-azure-loaded-please/#setup
http://aka.ms/navdemodeploy

Azure DEMO scripts Deployment
http://aka.ms/navdemodeploy – using PowerShell
https://blogs.msdn.microsoft.com/freddyk/2016/11/19/httpaka-msnavdemodeploy-using-powershell/

DYNAMICS NAV 2016 VM ON MICROSOFT AZURE
http://thinkaboutit.be/2015/10/dynamics-nav-vm-on-microsoft-azure/

 

OFFICE 365

About Office 365 Integration

off-365-3
GITHUB NAV 2017
https://github.com/NAVDEMO/NAV2017

Folder DEMO/O365 Integration

On Partnersource
Install O365 integration – DEMO Install Script (NAV 2016)
http://Aka.ms/DemoNAV
https://mbs.microsoft.com/partnersource/global/readiness-training/readiness-training-news/DemoNAV

Configure the Outlook/Office Add-in
https://blogs.msdn.microsoft.com/freddyk/2016/11/19/one-nav-2017-on-azure-loaded-please/#configuringoutlook

VIDEOS
GREAT VIDEOS – “HOW DO I” NAV 2017 Office 365 Integrations

How Do I: Bring your Microsoft Dynamics NAV Demo Instance in Office 365
https://msdn.microsoft.com/en-us/dynamics/nav/dn921913

“How Do I” configure the outlook add in
https://community.dynamics.com/nav/b/navvideos/archive/2017/01/12/how-do-i-configure-the-outlook-add-in-for-microsoft-dynamics-nav-2017

“How Do I” Configure the Excel Add-in in Microsoft Dynamics NAV 2017
https://community.dynamics.com/nav/b/navvideos/archive/2016/11/17/how-do-i-configure-the-excel-add-in-in-microsoft-dynamics-nav-2017

“How Do I” Synchronize my Microsoft Dynamics NAV contacts with Office 365
https://community.dynamics.com/nav/b/navvideos/archive/2016/12/13/how-do-i-synchronize-my-microsoft-dynamics-nav-contacts-with-office-365

 

SHAREPOINT

About Sharepoint Integration
SharePoint and Microsoft Dynamics NAV – best topics

off-365-2

From MSDN Online:

“If you set up a SharePoint site, you can add Microsoft Dynamics NAV as an app to the site so that the Microsoft Dynamics NAV Web client opens when the user chooses an icon. Then, you can add web parts that show Microsoft Dynamics NAV data, such as a list of sales invoices with overdue payments. Users can drill down into the data and the web parts will open the relevant page in the Microsoft Dynamics NAV Web client when the user chooses an icon or a link.”

Links
Access NAV 2017 via a SharePoint Portal
https://blogs.msdn.microsoft.com/freddyk/2016/11/19/one-nav-2017-on-azure-loaded-please/#sharepoint

Integrating Microsoft Dynamics NAV in SharePoint Sites
https://msdn.microsoft.com/en-us/library/dn271706(v=nav.90).aspx

Developing and Installing a Microsoft Dynamics NAV Apps for SharePoint
https://msdn.microsoft.com/en-us/library/dn271653(v=nav.90).aspx

Troubleshooting: Microsoft Dynamics NAV and SharePoint
https://msdn.microsoft.com/en-us/library/dn414712(v=nav.90).aspx

Dynamics Navision 2015 Integration with SharePoint Online and office O365 – How to embed Dynamics Navision 2015 Pages into SharePoint Online
http://www.softwareanswers.co.uk/software_answers/2014/11/dynamics-navision-2015-integration-with-sharepoint-online-and-office-o365-how-to-embed-dynamics-navision-2015-pages-into-sh.html

OFFICE 365 INTEGRATION IN NAV 2015 – Word/Excel/SharePoint by ksdconsultancy
https://ksdconsultancy.blog/2015/07/08/office-365-integration-in-nav-2015-wordexcelsharepoint/

Have a nice integration.

Announcing new capabilities and updated features in the Dynamics 365 for Financials February release


Source:: Announcing new capabilities and updated features in the Dynamics 365 for Financials February release – Microsoft Dynamics 365, Business edition Community

DIRECTIONS EMEA 2017


October 4-6, 2017 Madrid, Spain

“The future is Dynamics. Join the largest community of ERP and CRM partners.”

emea 2017.png

About Directions EMEA

Directions EMEA is the independent conference for Microsoft Dynamics partners focusing on SMB customers, it is organized for partners by partners. Directions EMEA brings together over 2000 developers, implementers, technical experts, sales and executive/owner representatives from Microsoft Dynamics Partners across Europe.

To receive information on the Super Early Bird and group discounts as well as Directions EMEA webinars, please sign up to the Directions EMEA newsletter on directionsemea.com.

Registration starts on February 15

http://www.directionsemea.com

“ALL About” Microsoft Dynamics 365 for Financials


Another post of “ALL About” Series (the most appreciated by my readers….), in this case i want to talk about Microsoft Dynamics 365 for Financials because some people asked me information about it; i would like to remember that in ITALY is not yet available and remember also that I’m not an MVP of Dynamics 365 (i don’t think they exist today, maybe they will exist in the future), only of NAV.
Below I have gathered many of the existing links related to Microsoft’s officials information, a lot of posts, links, videos and forums’s discussions.
When Microsoft Dynamics 365 for Financials will be launched in Italy of course I’ll take care about it with a dedicated post about released product.

Stay tuned !

365-for-finacicla-microsoft

LINKS

ABOUT MICROSOFT DYNAMICS 365
Welcome to Microsoft Dynamics 365 !
https://robertostefanettinavblog.com/2016/11/01/welcome-to-microsoft-dynamics-365/

Microsoft Dynamics 365 Roadmap
https://roadmap.dynamics.com/

Availability Guide
http://download.microsoft.com/documents/en-us/dynamics/Dynamics_365_International_Availability_Deck.pdf

365-for-financials

Dynamics 365 Documentation
https://www.microsoft.com/en-us/dynamics365/financials
https://docs.microsoft.com/en-us/dynamics365/

Launch Videos
Microsoft Dynamics 365 for Financials
https://www.microsoft.com/en-us/dynamics365/financials#hero-video-01

Microsoft Dynamics 365 Channel
https://www.youtube.com/channel/UCJGCg4rB3QSs8y_1FquelBQ

Dynamics 365 for Financials – Getting Started
https://www.youtube.com/watch?v=2D5tmAGxvc8

“Welcome to Microsoft Dynamics 365 !” launch video by Microsoft
https://youtu.be/LTJJEubW9iM

Connect Your Business with Dynamics 365 Financials – Mark Brummel
https://www.youtube.com/watch?v=q6ADHrDJW6M

Digital Transformation with Microsoft Dynamics 365, Microsoft
https://www.microsoft.com/en-us/dynamics365/first-look

ITALIAN LAUNCH LINKS (NOT AVAILABLE AT TODAY! …it’s coming)
https://www.microsoft.com/it-it/dynamics365/home?&WT.srch=1&WT.mc_id=AID[529538]_SEM_RGSTgANW

“Fai crescere la tua azienda in base alle tue esigenze Grazie alle applicazioni per ERP e CRM, Microsoft Dynamics 365 ti offre la possibilità di scegliere. Inizia con le componenti base necessarie alla tua attività e soddisfa i tuoi clienti, quindi aggiungi app a seconda delle esigenze.”

365-not-for-italy

MICROSOFT EVENTS
https://events.microsoft.com
Serch for events “dynamics 365”
example: “Enhance your business with Dynamics 365 – PowerApps and Flow”
Event Time,  12 Apr, 2017 9:00 AM – 10:00 AM

“Event Description, During this event we will introduction you to using Microsoft Flow and Using Power Apps with Dynamics 365 by presenting real live scenarios and demos. This session will help you better understand which are the integration possibilities and how to make the most out of the new functionalities which are part of Dynamics 365.

OTHERS LINKS\POSTS
Dynamics NAV 2017 Vs Dynamics 365 for Financials
Great post by Amol relinked to my blog: “NAV 2017 vs Dynamics 365, Battle Card”
https://robertostefanettinavblog.com/2016/11/19/nav-2017-vs-dynamics-365-battle-card-by-amol-dynamics-nav-users-dug/

365-battle-card

“How-to” support pages
https://community.dynamics.com/business/b/financials/archive/2016/11/01/how-to-get-support-for-dynamics-365-for-financials

Dynamics 365 Team Blog (from CRM to…)
https://blogs.msdn.microsoft.com/crm/

Save the date: “Microsoft Dynamics 365 first look” – Microsoft Dynamics Community
https://robertostefanettinavblog.com/2016/10/03/save-the-date-microsoft-dynamics-365-first-look-microsoft-dynamics-community/

Free Dynamics 365 Customisation Training
https://www.365talentportal.com/blog/free-dynamics-365-customisation-training/

Dynamics NAV 2017 vs Dynamics 365: Microsoft Executive Q&A at Directions EMEA 2016
https://community.dynamics.com/nav/b/russianerpexperience/archive/2016/10/14/dynamics-nav-2017-vs-dynamics-365-microsoft-executive-q-amp-a-at-directions-emea-2016

MS Dynamics NAV Guru – TAG 365
http://msdynamicsnav.guru/wp/?s=365

COMMUNITIES
Microsoft Communities
Dynamics Community “Business” new section
https://community.dynamics.com/business

PRICES AND LICENSING
About Dynamics 365 Pricing and Licensing

Dynamics 365 pricing
https://www.microsoft.com/en-us/dynamics365/pricing

Microsoft Dynamics 365 Pricing and Licensing info available on Partnersource
https://dynamicsuser.net/nav/b/mohana/posts/microsoft-dynamics-365-pricing-and-licensing-info-available-on-partnersource

SOME MY OLD POSTS
Microsoft Dynamics 365 News
https://robertostefanettinavblog.com/2016/07/06/microsoft-dynamics-365-news/

Ex Project Madeira Preview
https://www.youtube.com/watch?v=uEUK8bMNt-w
https://robertostefanettinavblog.com/2016/10/19/dynamics-365-financials-preview-ex-project-madeira/
https://robertostefanettinavblog.com/2016/04/05/project-madeira-preview/

OLD POSTS BY MICROSOFT
https://www.microsoft.com/en-us/dynamics/erp-small-midsize-business.aspx
https://community.dynamics.com/b/msftdynamicsblog/archive/2016/07/13/reinventing-business-processes
https://community.dynamics.com/b/msftdynamicsblog/archive/2016/07/06/insights-from-the-engineering-leaders-behind-microsoft-dynamics-365-and-microsoft-appsource

Stay Tuned !

“How to” print reports to PDF and send email


“How to” print reports to PDF and send email

Hi guys, another post about my “How to” posts series.

In this case, I want to talk about this topic: “How to” print reports to PDF and send mail; we can have some methods to achieve this goal, with NAV 2017, NAV 2016 and with old NAV releases.

First Scenario: “How to” print reports to PDF

Schedule a report to print to PDF Format

1) “HOW TO” PRINT REPORTS TO PDF FORMAT

WITH NAV 2016 and mailing & sending documents process

“In NAV 2016 managing mailing & sending documents process has been improved.
Compared to the NAV 2015 version, you can send documents to printer, via email and via EDI in a single operation; you can set a default “document sending template” for each customer.
For this purpose new NAV objects have been introduced.”

Look at my old post here: https://robertostefanettinavblog.com/2016/05/30/nav-2016-documents-sending-objects-features/

WITH NAV 2017 and NST Reports Parameters

With NAV 2017, we can use NST Reports Parameters to activate “SAVEAS” function to produce reports in PDF format, we can schedule a report with PDF Output using SAVEAS function in report scheduling.

To achieve this gold you need only to:

Activate SAVEAS function in NST report section

Schedule a report in task scheduler

Configure the Output Layout for report

Example:

Look at my old post here NAV 2017 Task Scheduler https://robertostefanettinavblog.com/2016/11/04/nav-2017-task-scheduler/

and look at section of post: “JOB QUEUE” IMPROVEMENTS

NST Reporting Parameters (nice for activate “SAVEAS” function for reporting scheduling)

Sample of Report Scheduling

WITH OLD NAV RELEASES

..but for older releases of NAV we need to produce a PDF Output using SAVEAS function after report printing, we haven’t report parameter optionrequest page available in older releases.

To achieve this gold you need only to:

Activate SAVEAS function in report

Schedule a report in task scheduler

NAV 2013 SAMPLE REPORT TO CREATE PDF IN BATCH MODE (in this case using report 206 Sales Posted Invoice)

Scenario

Generate PDF report with SAVEAS feature

Schedule this report on Job queue

SAVEASPDF Function (Report)
[Ok :=] REPORT.SAVEASPDF(Number, FileName[, Record]) OR

[Ok :=] ReportVariable.SAVEASPDF(FileName)

“When you call SAVEASPDF, the report is generated and saved to “FileName.” A Saving to PDF window shows the status of the process. Note that the request page will not be shown.

The FileName parameter specifies a location on the computer that is running Microsoft Dynamics NAV Server. “

Source MSDN: https://msdn.microsoft.com/en-us/library/dd301166(v=nav.70).aspx

Example

Filename := ‘C:MyReportsreport206Demo.pdf’;

ReturnValue := Report.SAVEASPDF(206, Filename, record);

Sample of PDF generator batch

Codeunit CreatePDFFromPostedInvoices()

CreatePDFFromPostedInvoices()

// READING ALL POSTED INVOICES TO PRINT PDF REPORTS

SalesInvoiceHeader.RESET;

SalesInvoiceHeader.SETRANGE(“PDF Generated”, FALSE);

IF SalesInvoiceHeader.FINDSET THEN BEGIN

REPEAT

Filename:= SalesInvoiceHeader.”No.” + ‘.PDF’;

Report.SAVEASPDF(206, Filename, SalesInvoiceHeader); //PDF CREATED BY SAVEAS FUNCTION

UNTIL SalesInvoiceHeader.NEXT = 0;

END;

2) “HOW TO” EMAILING PDF REPORTS

Second Scenario: “How to” emailing PDF reports

Ø Send generated PDF reports via email

Sendmail with NAV SMTP Sendmail Codeunit (NAV .NET integration)

To send email from NAV (OnDemand or Scheduled), you can use standard NAV SMTP Codeunit: Codeunit 400 SMTP Mail.

This codeunit use one .NET object with some functions

Mail DotNet Microsoft.Dynamics.Nav.SMTP.SmtpMessage.’Microsoft.Dynamics.Nav.SMTP’

Functions: CreateMessage, TrySend, Send

Example SMTP SENDMAIL TEST

Subject := ‘SUBJECT SAMPLE TEXT’ ;

Body := ‘BODY SAMPLETEXT’;

SMTP.CreateMessage(‘SENDER’, ‘info@Cronus.it’, ‘r.s@xxxxx.it’, Subject, Body, TRUE);

Body := Body + ‘ OTHER’;

SMTP.AppendBody(Body);

SMTP.Send;

MESSAGE(‘Mail Sended’);

Sendmail with external .NET Integration Solution

Some time ago I published a project solution on MSDN TechNet.

Solution: “Send e-mail with attachment and templates – My Script on MSDN Gallery,a short C# script to send e-mail with attachment and template, DLL .NET usable on Windows Systems.

Function: SetMail(string parfrom, string parto, string parcc, string parsubject, string partextmessage, string parpathattach, stringparpathtemplate)

https://robertostefanettinavblog.com/2015/07/13/send-e-mail-with-attachment-and-templates-my-script-on-msnd-gallery/

https://gallery.technet.microsoft.com/scriptcenter/0c32d24a-3651-4fe1-8d10-80f9c6440a70

MY NEW SENDMAIL 2.0 PROJECT WITH WS INTEGRATION

Sendmail 2.0 C# Project

New Features:

Complete package solution (PRINT REPORTS TO PDF+SEND EMAIL INTEGRATION)

NAV Web Services integration

Best mailing errors check and logging.

SOON AVAILABLE: look at MSDN Scripting gallery section or on my GitHUb page soon.

Cumulative Update 03 for Microsoft Dynamics NAV 2017 has been released – Dynamics NAV Team Blog


Cumulative Update 03 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2017.

The cumulative update is intended mainly for solutions that are experiencing the problems described in the Knowledge Base article linked to below. However, you are advised to always keep your solution updated with the latest cumulative update. If you are in doubt about whether this cumulative update addresses your specific problem, or if you want to confirm whether any special compatibility, installation, or download issues are associated with this cumulative update, support professionals in Customer Support Services are ready to help you. For more information, see http://support.microsoft.com/contactus/

Source: Cumulative Update 03 for Microsoft Dynamics NAV 2017 has been released – Dynamics NAV Team Blog

Where to find Cumulative Update 03

You can download the cumulative update from KB 4011763  – Cumulative Update 3 for Microsoft Dynamics NAV 2017 (Build 15140).

You can press one of the countries in list above for a direct download or you can download the cumulative update from the Microsoft Download Center.

To learn more about other Cumulative Updates already released for Microsoft Dynamics NAV 2017 please see KB  3210255.

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2017 Cumulative Update

PRODUCTION ORDERS IN NAV


Roberto Stefanetti NAV Blog

PRODUCTION ORDERS IN NAV
…a short guide about NAV Production Orders, based on MSDN Online NAV help.

prodorder

PRODUCTION ORDER PURPOSE
General Definiton : “Production Order – an order that initiates the manufacturing process”

Wikipedia Defintion:
A production order is an order issued within a company to produce a specific quantity of material within a certain timeframe. A production order may be issued pursuant to a sales order, and its issuance triggers a number of events. If components in the bill of materials are in stock, reservations are generated for those items; if they are not in stock, then requisition orders may be generated. Requisition orders may also be generated for production that occurs externally to the firm. Planned costs for the order are also generated and capacity requirements are generated for the work centers.”
https://en.wikipedia.org/wiki/Production_order

NAV PERSPECTIVE: “Production orders are the central components of the Microsoft Dynamics…

View original post 927 altre parole

Google Translate

Categories

%d blogger hanno fatto clic su Mi Piace per questo: