NAV 2017 “Assisted Setup”


in this short post, i will talk about a new feature of NAV 2017: “Assisted Setup”.

Assisted setup” is a nice feature (composed by a lot of wizards ready to use..) useful to guide your users through setup scenarios.
With this feature is possible:
– use a predefined set of data to setup main features (for selected areas)
– have a great first setup configuration for your new company (enhanche first-time experience)

List of some wizards ready to use:
– Setup Company (Configurator for first one access)
– Approval workflow
– Item Approval
– Power Bi embedded configutation (Azure directory)
Setup Reporting
– Office 365 integration
– Dynamis CRM connection
– email logging
etc. etc.

My example: “Setup Reporting”
Setup Reporting” is a nice feature (wizard) to configure OData with fields selections, all in only “one shot” configuration.
Definition\Scope: “you can create data sets for building report in excel, Power Bi, Odata..”

below some “step by step” pictures.

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“item list” Data Set Configuration with fields mapping

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“Item list” is published like Web Service & OData

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“item list” json output from OData

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you are welcome.

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LE NOVITA’ IN MICROSOFT DYNAMICS NAV 2016


LE NOVITA’ IN MICROSOFT DYNAMICS NAV 2016

nav 2016 overview

Microsoft Dynamics NAV 2016 presenta importanti novità che lo rendono ancora più veloce nella sua implementazione, aumenta la facilità d’uso e supporta sempre di più il raggiungimento dei tuoi obbiettivi più ambiziosi!

Ecco alcune delle principali novità presenti in Microsoft Dynamics NAV 2016.

Per maggiori dettagli scarica il documento completo.

Source: LE NOVITA’ IN MICROSOFT DYNAMICS NAV 2016 | Roberto Stefanetti | LinkedIn

NAV 2016 TESTING WORKFLOW


NAV 2016 TESTING WORKFLOW  

… IS NOT A GUIDE !!!  … only some tests about this GREAT feature ! 

Some Workflow definitions directly from “Microsoft”:

WORKFLOW SCOPE\PURPOSE

  • “…. Workflow enable you to model real-life business processes
  • Workflow is defined as the movement of documents or task through a work process
  • Adopting workflow as a developer requires a move from functional code to “When-Then” thinking ….

MY SIMPLE AND LIMITED NAV 2016 WORKFLOW & NOTIFICATION SCHEMA MENTAL FLOW

NAV 2016 WORKFLOW NEW

WORKFLOW “TOPICS”

  • Topics are: Workflow Templates & Designer, Workflow Model & Architecture, Approval & Notification Model, Workflow User Group

Events, Responses, Workflows & Templates

Event & Response

  • Event: a NAV event subscription or action, implemented in C/AL and registered in Workflow library
  • Response: implementation in C/AL of a response

Workflow:

  • Workflow: a collection of one or more events/response pairs, designed and managed through the Workflow Designer
  • Workflow Template: A mechanism to deliver workflow processes to a NAV System

Event: IS NOT a workflow (is an event of Workflow…)

      • Workflow offer a higher degree of configurability and are managed by workflow designer
  • Event is not multi steps operation

Workflow Response Model

    • When Event
  • On Condition
  • Then Response (Multi-line events responses)

WORKFLOW TEMPLATES

  • Workflow template is a “Worflow ready to use” with some different steps
  • You can Copy from an existing workflow to build a new one
  • You can define also new workflow elements (subscribers & responses objects)
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Example of Simple Workflow

  • MS-POAPW à Purchase Order Approval Workflow
  • This Workflow is composed by some Steps (Event, Condition, Response)

SIMPLE WORKFLOW – ITALY screen

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For Each single workflow, you can define:

Events

  • Master or indented event (with level)

Condition

  • Set of simple\complex condition
  • Define an “Entry point”

Responses

  • You can define a single or multi- lines response events for each one-event Worflow line.

Sample of Response Definition   W1 Screen

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Workflow Responses List

  • You can see all existing response events from this list

ITA Screen

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Target Page & Custom Link

  • Is possible to define different options for Workflow Responses; for example is possibile to choose a page or hyperlink instead of standard execution.

Edit Response W1 Screen

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COPY FROM EXISTING TEMPLATE

  • You can create a new workflow copying from an existing and “ready to go” workflow

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NEW WORKFLOW FROM MODEL

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 EXAMPLE OF NEW WORKFLOW: POST_PO (Post Purchase Order)

  • Sample workflow with some sample steps instances
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WORKFLOW EVENTS\RESPONSE COMBINATION

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WORKFLOW EVENTS GERARCHY

  • Matrix for Events\Response mapping
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WORKFLOW TABLES RELATIONS

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CORE WORKFLOW & APPROVAL MANAGEMENT CODEUNITS

  • Codeunit 1501 Workflow Management
  • Codeunit 1502 Workflow Setup
  • Codeunit 1520 Workflow Event Handling
  • Codeunit 1521 Workflow Response Handling

 Main Workflow Functions (Events, Response Model)

  • CreateEventsLibrary()
  • CreateResponsesLibrary()
  • ExecuteResponse()

Approval Management Codeunit ( apart of workflow)

  • Codeunit 1535 Approval Management Codeunit
… IS NOT A GUIDE !!!  … only some tests about this GREAT feature ! 

Read NAV 2016 Help on MSDN (and How Do I Videos) for ALL Information about workflow:

NAV 2016 What’s New !!

https://msdn.microsoft.com/en-us/library/hh173994(v=nav.90).aspx

WORKFLOW LANDING PAGE:

https://msdn.microsoft.com/en-us/library/dn892100(v=nav.90).aspx

How Do I: Create and use Workflow in Microsoft Dynamics NAV 2016
https://www.youtube.com/watch?v=tc5vmUZ1N10

Walkthrough: Implementing New Workflow Events and Responses

https://msdn.microsoft.com/en-us/library/mt574349(v=nav.90).aspx

Walkthrough: Publishing, Raising, and Subcribing to an Event in Microsoft Dynamics NAV

https://msdn.microsoft.com/en-us/library/mt299404(v=nav.90).aspx

What is new in Dynamics NAV 2016- Workflow

This video explores the new Worklfow functionality in Microsoft Dynamics NAV 2016

…..look also on NAV COMMUNITY FORUM ..many topics about this feature.

My Video – Dynamics NAV 2016 Workflow

NAV 2016 on Microsoft Dynamics Learning Portal (DLP) for Partners


NAV 2016 What’s new on Microsoft Dynamics Learning Portal (DLP) for Partners

what's new

Many Topics about NAV 2016

  • Usability Enanchement
  • Finance Enanchement
  • Workflow
  • E-Everything
  • Power BI
  • Works Natively with CRM
  • Works Natively with Azure
  • Extensions
  • Test automation suite
  • Windows 10 Universal App

DLP Link https://mbspartner.microsoft.com/NAV/WhatsNew/Overview

Announcing the General Availability of Microsoft Dynamics NAV 2016


Announcing the General Availability of Microsoft Dynamics NAV 2016

install nav2016

NAV 2016

New capabilities in Microsoft Dynamics NAV 2016 will help SMBs:

  • Enable mobile workers on any device with new streamlined, easy-to-use native apps for all form factors of devices – phones, tablets, and mouse and keyboard – running Android, iOS, or Windows.
  • Increase business insight with pre-built Microsoft Power BI dashboards and data connections that give teams instant access to key performance indicators in an intuitive, easy to use environment designed for secure collaboration.
  • Grow sales, improve customer service, and streamline order-to cash-processes through native integration with Microsoft Dynamics CRM Online.
  • Take advantage of enterprise class scalability, security, and availability in the cloud with the new option to deploy Microsoft Dynamics NAV on Microsoft Azure SQL Database, Microsoft’s industry-leading database-as-a-service in the cloud offering.
  • Digitize their businesses with expanded document management, workflow, and Optical Character Recognition (OCR) capabilities designed to help SMBs automate processes and eliminate paper-based transactions
Download links
  • Tap into the power of the cloud more easily with expanded extensibility and connectivity capabilities to help customers and partners more easily integrate Microsoft Dynamics NAV with other cloud-based services.

Source NAV team blog  https://blogs.msdn.microsoft.com/nav/2015/10/05/ga-microsoft-dynamics-nav-2016/

My Video On Youtube