New Book availabe: “Building ERP Solutions with Microsoft Dynamics NAV”

Hi Guys, a new book is available: “Building ERP Solutions with Microsoft Dynamics NAV”, by Stefano Demiliani (Author) and Duilio Tacconi (Reviewer).


… I spoke yesterday with these 2 guys (my colleagues and friends) during a workshop about “New Modern Development Experience“, i didn’t know that today would be released the book .. i thought later…  but today Amazon quickly provided me a copy (ebook) for review, i will read in next days….

About This Book

  • Integrate NAV with various offerings of the Microsoft stack to create enterprise-ready and service-oriented solutions
  • Use Power BI and Universal Windows Platform for effective data analysis and real-time tracking with NAV
  • Discover the services offered by Microsoft Azure and implement them in different industries using real-world case scenarios

This Book is for

“This book is for NAV developers and solution architects who need to implement real-world enterprise solutions based on Microsoft Dynamics NAV. Knowledge of the NAV programming language (C/AL) and C# language is recommended. Knowledge of ASP.NET and Visual Studio development would help, but is not necessary.”.

You can find this book on:



Fast first look: for now it seems very interesting, some nice topics (that were not included before in other books) are exposed, i recommend it.

Have a nice reading !


Dynamics NAV with Power BI

Dynamics NAV with Power BI

I spoke recently of using NAV with Power BI, currently this topic (NAV integration with Power BI) is current and widely discussed, many questions about “How-to” integrate new and old releases on NAV with Power BI. I have collected a series of posts videos on Power BI and about integration with NAV (the most interesting that I fond).


Best Definition by Microsoft: “Microsoft Power BI is a Microsoft’s Business Analytics service for Visualizing, exploring and deriving insights from data!”

Power BI Portal

Power BI Features


Get Started

Power BI Free ebook

Power BI Developer

Nice series of pages about power BI on EID Site (NAVlab Partner)


Power BI Integration

Microsoft Dynamics NAV with

Dynamics NAV Content Pack

Microsoft Dynamics NAV and Power BI (with O365) – Schedule Report Refresh



Power BI Desktop for Beginners: Create your first Power BI report and dashboard in 10 minutes

Webinar Basics of Power BI for NAV users

Power BI and Microsoft Dynamics NAV by Steven Renders

Power BI and Microsoft Dynamics NAV 2016


About “UI Elements Removal” feature

About “UI Elements Removal” feature


I never talked about this subject because is “daily bread” for NAV users, however, since some of NAV customers (and some of my readers) are still in old versions of NAV and they want to understand how this technology works, i collected a bit of existing documentation about this topic; below you will find many links from MSDN.


About “UI Elements Removal” feature

“UI Elements Removal” feature was introduced with NAV 2015; Microsoft Position at the end of 2014 before NAV 2015 launching date: “To simplify the users’ experience in Microsoft Dynamics NAV 2015, we have introduced the UI Elements Removal feature. The feature can be used to remove user interface (UI) elements, such as fields and actions from pages in Microsoft Dynamics NAV so that the Role Center and pages become simpler to look at, easier to navigate on, and faster to get through.”

Access By Permission on NAV 2015 (v=nav.80).aspx

How to: Try Out the UI Elements Removal Feature based on Demo Permission Set


How System Works with “LicenseFileAndUserPermissions” option active?

When you configure user interfaces in Microsoft Dynamics NAV, you should make sure that the UI Elements Removal field is set to its default, LicenseFileAndUserPermissions, so that you only see the relevant UI elements in the Customize window.


What objects will be removed objects by LicenseFileAndUserPermissions option?

All types of UI elements will be removed if they relate to objects that are not included in the license or the user does not have the required permission to the objects:

• Fields, Actions, Page parts


“UI elements” removed “By Design”

Directly Related

UI elements that are directly related to an object through the TableRelation or the CalcFormula property can be removed automatically according to the license file and/or user permissions

Not Directly Related

For UI elements that are not directly related to an object, you can use the AccessByPermission property to remove the element according to the user’s permission to a related object

“All types” of UI elements will be removed if they relate to an object to which the user does not have the required permissions:

  • Fields on pages, including FactBoxes
  • Actions on pages, including toolbars and navigation panes

  • Page parts, such as Lines FastTabs


About “FOUNDATION” permissions set

A prerequisite for all other permission sets. The FOUNDATION permission set grants access to system tables and application setup tables that are required for most application features to work.

This permission set is “recommended” when using the UI Elements Removal feature to automatically remove UI elements according to user permissions.

To use the LicenseFileAndUserPermissions option in the UI Elements Removal field, you must assign the special FOUNDATION permission set to the user along with the relevant application permission sets that define which application objects the user will access. Unlike the BASIC permission set, the FOUNDATION permission set only grants access to application setup and system tables and requires that other assigned permission sets define which specific application objects can be accessed. For more information, see Special Permission Sets.

Note that all of the 167 default permission sets that are provided with Microsoft Dynamics NAV are ready to support the FOUNDATION permission set to remove UI elements according to user permissions. You must therefore edit the relevant permission sets as explained in the following procedures.

Important ! 1

“If you defined the property for a table field, then all instances of the field on pages are removed from the user’s view. To override the property on an individual page field, delete the permission value after the = sign in the Value field. Do not delete the whole string as that will be replicated on the property of the table field.”

Important! 2

“The majority of the permission sets that are provided with the CRONUS demonstration database cannot be combined with the FOUNDATION permission set to fully use the UI Elements Removal feature. You must first create or edit the relevant permission sets to avoid that the user is blocked from performing the involved tasks. For more information, see How to: Create or Modify Permission Sets.”


Post Based on MSDN Documentation and others sources

Accessbypermission Property (NAV 2017 HELP on MSDN)





NAV Service Configuration

“UI Elements Removal” property with “LicenseFileAndUserPermissions” option

To use this property, the UI Elements Removal field in the Microsoft Dynamics NAV Server Administration tool must be set to LicenseFile or LicenseFileAndUserPermissions.

This Property Applies To

  • Fields in tables (affecting all related fields on pages)
  • Fields on pages

  • Actions on pages

  • MenuSuite items

  • Page parts, such as a Lines FastTab


    “AccessByPermission “Property Values

    When you choose the AssistEdit button, the Access By Permission window opens.

    Field Description

    Object Type Specify the type of object to which permission is required to display the UI element

    Object ID Specify the object to which permission is required to display the UI element

    Read Specify if Read permission is required to display the UI element

    Insert Specify if Insert permission is required to display the UI element

    Modify Specify if Modify permission is required to display the UI element

    Delete Specify if Delete permission is required to display the UI element

    Execute Specify if Execute permission is required to display the UI element


    Sample on table 137 “Sales Invoice Line”, on field “Line Amount”

    Others samples (Standard NAV)

    Table 37 “Sales Line”


    Page 42 “Sales Order”



    Bank Accounts List Page

    Item PropertiesAccess by Permission



    Accessbypermission Property (NAV 2017)

    Removing Elements from the User Interface According to Permissions

    How to: Remove UI Elements Using the AccessByPermission Property–remove-ui-elements-using-the-accessbypermission-property

    How to: Specify When UI Elements Are Removed–specify-when-ui-elements-are-removed


    How to: Try Out the UI Elements Removal Feature Based on Demonstration Permission Sets–try-out-the-ui-elements-removal-feature-based-on-demonstration-permission-sets

    Best practices for installing and configuring Microsoft SQL Server for Microsoft Dynamics NAV

    The documentation on Installation Considerations for Microsoft SQL Server and Microsoft Dynamics NAV has been updated with information on recommended settings for SQL Server 2012, 2014, and 2016.

    The documentation contains recommendations on topics such as

    • Storage and recommended disk block size
    • Virus scanning
    • Memory
    • TempDB database configuration
    • Auto-growth of database and/or transaction log files
    • Max degree of parallelism (MAXDOP)
    • Trace flags 1117 and 1118 (full extents only and equal growth of all files in a filegroup)
    • Service accounts and instant file initialization (Perform Volume Maintenance Tasks)
    • Statistics (auto-create, auto-update and maintenance jobs)
    • Page Verify
    • Backup and restore

    Source: Best practices for installing and configuring Microsoft SQL Server for Microsoft Dynamics NAV

    Read more at:

    NAV 2017 not documented options for “Credential Type”

    In NAV 2017 there are two new options for “Credentials Type”: TaskScheduler and EchangeIdentity.

    “Credential Type” -> “AS IS” Documentation
    “Specifies the authentication mechanism for Microsoft Dynamics NAV users of this Microsoft Dynamics NAV Server instance.”
    The options are “Windows, Username, NavUserPassword, and AccessControlService”.

    But… What about others features ?  “TaskScheduler”, “EchangeIdentity”, “None” ?

    In reality now there are three not documented options in the online help and also in NAV admin console help: “TaskScheduler”, “EchangeIdentity”, “None”   …the option “None” was already existing in 2016, undocumented.

    NAV 2016


    NAV 2017



    I asked Microsoft to update the documentation on MSDN (not updated from NAV 2016), useful in explaining exactly the “scope” and the “ByDesign” concept of each option.  I’ll let you know!  .

    I have the solution (23/03/2017..) !.. Thanks to Microsoft…  -> “These options are for Dynamics 365 for Financials” .. IASS applications !!!  .not for NAV.

    MSDN – “Users and Credential Types”


    Some old posts

    I have already talked about the new task scheduler and new NAV Admin console options previously, below some links that can be useful.

    NAV 2017 “Task Scheduler”

    NAV 2017 – What’s new in the Administration Console

    How to force specific service instance in Task Scheduler in NAV 2017?

    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 ; 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


    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 : Files are located in: “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.



    About Azure Images
    The Microsoft Dynamics NAV Image in the Azure Gallery

    One NAV 2017 on Azure – Loaded please…

    Azure DEMO scripts Deployment Gallery Image NAV NAV 2017
    navdemodeploy – under the hood

    Setup your NAV 2017 DEMO environment

    Azure DEMO scripts Deployment – using PowerShell



    OFFICE 365

    About Office 365 Integration

    GITHUB NAV 2017

    Folder DEMO/O365 Integration

    On Partnersource
    Install O365 integration – DEMO Install Script (NAV 2016)

    Configure the Outlook/Office Add-in

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

    How Do I: Bring your Microsoft Dynamics NAV Demo Instance in Office 365

    “How Do I” configure the outlook add in

    “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



    About Sharepoint Integration
    SharePoint and Microsoft Dynamics NAV – best topics


    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.”

    Access NAV 2017 via a SharePoint Portal

    Integrating Microsoft Dynamics NAV in SharePoint Sites

    Developing and Installing a Microsoft Dynamics NAV Apps for SharePoint

    Troubleshooting: Microsoft Dynamics NAV and SharePoint

    Dynamics Navision 2015 Integration with SharePoint Online and office O365 – How to embed Dynamics Navision 2015 Pages into SharePoint Online

    OFFICE 365 INTEGRATION IN NAV 2015 – Word/Excel/SharePoint by ksdconsultancy

    Have a nice integration.

    “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 !



    Welcome to Microsoft Dynamics 365 !

    Microsoft Dynamics 365 Roadmap

    Availability Guide


    Dynamics 365 Documentation

    Launch Videos
    Microsoft Dynamics 365 for Financials

    Microsoft Dynamics 365 Channel

    Dynamics 365 for Financials – Getting Started

    “Welcome to Microsoft Dynamics 365 !” launch video by Microsoft

    Connect Your Business with Dynamics 365 Financials – Mark Brummel

    Digital Transformation with Microsoft Dynamics 365, Microsoft


    “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.”


    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.

    Dynamics NAV 2017 Vs Dynamics 365 for Financials
    Great post by Amol relinked to my blog: “NAV 2017 vs Dynamics 365, Battle Card”


    “How-to” support pages

    Dynamics 365 Team Blog (from CRM to…)

    Save the date: “Microsoft Dynamics 365 first look” – Microsoft Dynamics Community

    Free Dynamics 365 Customisation Training

    Dynamics NAV 2017 vs Dynamics 365: Microsoft Executive Q&A at Directions EMEA 2016

    MS Dynamics NAV Guru – TAG 365

    Microsoft Communities
    Dynamics Community “Business” new section

    About Dynamics 365 Pricing and Licensing

    Dynamics 365 pricing

    Microsoft Dynamics 365 Pricing and Licensing info available on Partnersource

    Microsoft Dynamics 365 News

    Ex Project Madeira Preview


    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


    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:

    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


    Look at my old post here 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


    ..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)


    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:


    Filename := ‘C:MyReportsreport206Demo.pdf’;

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

    Sample of PDF generator batch

    Codeunit CreatePDFFromPostedInvoices()




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

    IF SalesInvoiceHeader.FINDSET THEN BEGIN


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

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

    UNTIL SalesInvoiceHeader.NEXT = 0;



    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


    Subject := ‘SUBJECT SAMPLE TEXT’ ;

    Body := ‘BODY SAMPLETEXT’;

    SMTP.CreateMessage(‘SENDER’, ‘’, ‘’, Subject, Body, TRUE);

    Body := Body + ‘ OTHER’;



    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)


    Sendmail 2.0 C# Project

    New Features:


    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

    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.


    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

    Dynamics NAV New Books

    Many ask in the forum about books\ebooks\kindles on Dynamics NAV 2017; actually there are no books on Dynamics NAV 2017 (…the same for Dynamics 365 Business Edition), many books have been updated at least to Dynamics NAV 2016.

    Good News: “New books on Dynamics NAV will be released soon”.
    Below you can find the title and release date of each book, i must point them, the upcoming books look very interesting !


    You can find books on Amazon or on PacktPub (also from other sites)

    NAV books

    Books currently purchasable

    Implementing Microsoft Dynamics NAV – Third Edition (by Alex Chow)

    hi already talked about this book long ago, take a look to my old post.

    Microsoft Dynamics NAV 2016 Financial Management – Second Edition
    by Anju Bala

    Extending Microsoft Dynamics NAV 2016 Cookbook
    by Alexander Drogin    at this time i’m writing a review of this book (Kindle)

    Einstieg in Microsoft S Dynamics NAV: Microsoft® Dynamics(tm) NAV 2016
    Books that will be released soon (only bookable books)

    Building ERP Solutions with Microsoft Dynamics NAV (available from August 2017)
    by Stefano Demiliani

    Mastering Microsoft Dynamics NAV 2016 (avalialble from September 2017)
    Rabindra Sah

    Programming Microsoft Dynamics NAV – Fifth Edition (available from November 2017)

    Have a nice reading !