Dynamics nav 2009 r2 launch iceland technical track external


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Technical Track
Reykjavik 6th December 2010

Microsoft Denmark
Thomas Halse
Partner Technology Advisor
& Sure Step Lead

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Dynamics nav 2009 r2 launch iceland technical track external

  1. 1. Technical Track Reykjavik 6th December 2010<br />Microsoft Denmark<br />Thomas Halse<br />Partner Technology Advisor<br />& Sure Step Lead<br />thoha@microsoft.com<br />
  2. 2. Agenda<br />13.30 Welcome & Introduction<br />13.40 Dynamics NAV Product Strategy & 2009 R2 update<br />14.00 What’s new in NAV 2009 R2<br />UI & Application<br />Development, Integration & Installation<br />15.30 Upgrading to NAV 2009 R2 (with RTC)<br />15.50 Training & Certification overview<br />16.10 Wrap up and Q & A<br />16.30 Event ends <br />* Break at app. 15.00<br />
  3. 3. Dynamics NAV Product Strategy & 2009 R2 update<br />
  4. 4. A Wild Example of RTC in Real life<br /><ul><li>Chesterfield Zoo in UK
  5. 5. Pains
  6. 6. Complex operation
  7. 7. Retail, catering, inventory, feeding & vets
  8. 8. Several sub systems
  9. 9. Lack of decision support (BI)
  10. 10. Solution
  11. 11. Role tailored NAV with RTC
  12. 12. Realtime Integration to Retail solution
  13. 13. SQL reporting services
  14. 14. Webservices (procurement portal)</li></li></ul><li>A Wild Example of RTC in Real life<br /><ul><li>What did David (CFO & former NAV user) say
  15. 15. ... great improvement visually and workflow
  16. 16. ... role tailored UI and information is fantastic
  17. 17. What did Angela (the accountant) say
  18. 18. ... personalized information
  19. 19. ... easy to work with
  20. 20. ... quick to process invoices</li></li></ul><li>The Microsoft Dynamics NAV Roadmap<br />NAV “9”<br />Continued innovation targeted at mid-market with particular focus on:<br />Simplicity<br />Productivity<br />Dynamics User Experience Leadership<br />Microsoft technology<br />Rapid Time-to-Value<br />NAV “8”<br />NAV “7”<br />Compelling Business Functionality<br />More Users, More Productive<br />More Software + Services<br />RoleTailored .NET Programming Environment w/in NAV<br />Full .NET Runtime<br />NAV 2009 R2<br />Application enhancements<br />SharePoint User<br />Client Richness<br />Page Design/Debug<br />Improved Reporting<br />Office 2010<br />Online Services<br />Integration to Microsoft Dynamics CRM<br />Online Payments Service<br />RoleTailored Client access for hosted, remote and roaming users<br />Windows 7 UX<br />Business Data Visualizations<br />MAJOR RELEASES<br />Q4 2010<br />2011-2012<br />2016-2017<br />2013-2014<br />SERVICE PACKS/MINOR RELEASES<br />AdditionalSP’s RTM<br />AdditionalSP’s RTM<br />AdditionalSP’s RTM<br />
  21. 21. Please note ”NAV 7”<br />Only supports Microsoft SQL Server<br />Only supports RTC for end-users<br />* According to the Dynamics NAV Statement of Direction the<br /> Classic client and the Native database are discontinued in NAV 7.<br />
  22. 22. NAV 2009 R2 in Headlines<br />Connector til Microsoft Dynamics CRM<br />Online Payment Services til Microsoft Dynamics NAV<br />Role Tailored Client access for ”Remote &Roaming sers”<br />Application Virtualization of NAV (App-V)<br />Windows 7 “Light-up”<br />Business Visualizations<br />
  23. 23. All news in R2 located on the ”DVD”<br />Documentation like<br />”Changes.doc”<br />
  24. 24. What’s new in NAV 2009 R2<br />UI & Application<br />
  25. 25. UI & Application Overview<br /><ul><li>Windows ”light up” - enhanced UI
  26. 26. Jump lists Icon overlay, Filter on subforms
  27. 27. Application improvements
  28. 28. Printer selection
  29. 29. System indicator
  30. 30. New application features
  31. 31. CRM connector
  32. 32. Online payment services</li></li></ul><li>What’s new in UI<br />Windows 7 features<br />Start & Task bar<br />Pinning favorites<br />Jump Lists<br />Information by icons (thumbnails)<br />Icons shown<br />Static & dynamic information<br />
  33. 33. What’s new in UI<br />Filter on subforms<br />Shift+F3<br />
  34. 34. What’s new in Application<br />Application enhancements & new functionality<br /><ul><li>System Indicator
  35. 35. Printer selection
  36. 36. CRM connector
  37. 37. Online Payment</li></ul>Please note !<br /><ul><li>Dynamics NAV 2009 R2 does NOT contain any hotfixes etc. R2 is applicationwise = SP1
  38. 38. Objects only changed in relation to R2 specific new application functionality</li></li></ul><li>System Indicator<br />
  39. 39. Printer Selection<br />
  40. 40. CRM Connector for NAV<br />
  41. 41. CRM Connector for Dynamics NAV<br /><ul><li>Designed for out-of-the box Dynamics product integration
  42. 42. Supports CRM 4.0 and NAV 2009 R2 and future versions
  43. 43. Supports CRM online and “on-premise” installation
  44. 44. Available (free) for customers on BREP holding valid licenses for both CRM and NAV.</li></li></ul><li>CRM Connector for Dynamics NAV<br /><ul><li>User friendly UI for configuring data mapping
  45. 45. Development Tools available
  46. 46. Build-in Scheduling option
  47. 47. One or two-way integration option
  48. 48. Connector is not localized (W1)</li></li></ul><li>CRM connector setup<br />Client<br />CRM Web Services<br />NAV Web Services<br />NAV Adapter<br />Connector for Microsoft Dynamics<br />CRM Adapter<br />CRM<br />NAV<br />Maps<br />
  49. 49. CRM Connector Architecture<br />Integration Service<br />Integration Adapters<br />Dynamics CRM Adapter<br />Dynamics NAV Adapter<br />Integration Client<br />Solution Templates<br />Map Authoring<br />Scheduling Service<br />Integration Database<br />Runtime Status<br />Transform Service<br />Document Mediation<br />Exception Mgmt<br />Tracing & Logging<br />Notification Service<br />
  50. 50. What entities* are integrated in R2?<br />NAV Entity<br />Customer<br />Contact<br />Item/Resource<br />Sales Order<br />Sales Invoice<br />Salesperson<br />CRM Entity<br />Account<br />Contact<br />Product<br />Order**<br />Invoice<br />ERP System User<br />* Plus supporting entities such as Currency<br />** An Order can be initially created in CRM then synced once to NAV<br />
  51. 51. Running a Map from CRM to NAV<br />Time<br />
  52. 52. NAV Integration Management<br />Integration ID<br />Shared, foreign GUID across CRM and NAV<br />Integration Record, Table 5151<br />Links Integration IDto internal NAV Record ID<br />Tracks timestamps of modifications and deletions<br />New framework supported Database triggers <br />Always called on any insert, modify, rename, delete operation against the database<br />Integration Management,Codeunit 5150<br />Where your enhancements go<br />=<br />Integration Management<br />
  53. 53. NAV Integration Service<br />The interface for the NAV Adapter<br />One Page exposed as a web service for each synced entity<br />Codeunit 5151 Integration Service exposed as a web service:<br /><operation name=<br />GetIntegrationPages><br /><operation name=<br />GetDeletedIntegrationItems><br /><operation name=<br />GetModifiedIntegrationItems><br /><operation name=<br />GetVersion><br />
  54. 54. Parent/children details explained<br />Examples:<br />Sales Header, Sales Line<br />Sales Invoice Header, Sales Invoice Line<br />Customer, Ship-to Address (with a twist)<br />When a child is inserted, modified, renamed, deleted the parent is logically modified<br />Children integrate as part of their parent<br />The parent page includes a list sub page with the children<br />The child does not expose its own page<br />
  55. 55. Mapping Entities<br />Adding Fields to already Integrated Entities<br />Fields on the page exposed as a Web service<br />Fields included in maps<br />target field value = source field value<br /> = constant<br /> = function of source field<br />Integrating a new Entity<br />Pick/create a page to expose as a Web Service<br />Create a new map<br />
  56. 56. Extending NAV Integration Management<br />For each mapped entity, you add code to codeunit 5150 Integration Management<br />List as IntegrationRecord<br />Specify which page<br />Sometimes add a little code for special cases<br />Child to Parent navigation, more types in one table, etc.<br />No changes to NAV tables<br />Changes to CRM entities<br />
  57. 57. Implementation Considerations<br />Every instance of a NAV to CRM integration is a project<br />Carefully analyze, design, implement, and test<br />Very rarely, the out-of-the-box integration will suffice<br />Special cases like parent/child, partial integration<br />Future versions<br />The Dynamics Connector customizes CRM<br />Must merge with any existing CRM customizations<br />Backup and Restore must be synced across 3 databases: CRM, NAV, and Integration<br />
  58. 58. Online Payment Service<br />
  59. 59. Online Payment Service<br />Retail shops<br />POS<br />Payment Service<br />Dynamics ERP<br />E-Commerce <br />On Premises /<br />Back Office <br />
  60. 60. Microsoft Dynamics Payment Services model<br />Dynamics AX 2009<br />First Data<br />CyberSource<br />Payment Services for Microsoft Dynamics<br />Dynamics POS 2009<br />Pensio<br />Current support is for US and Canada<br />Dynamics RMS 2.0<br />NetGiro (cnp)<br />Dynamics GP 10<br />PayPal<br />*Adding providers to expand global and local coverage an on-going effort<br />Dynamics NAV 2009 R2<br />Other Providers* <br />
  61. 61. What’s new in NAV 2009 R2<br />Development, Integration & Installation<br />
  62. 62. Technical content overview<br />What’s new in C/SIDE<br />Page Design, ”Go to definition”, Object locking, Report enhancement, Treeview<br />.NET interoperability<br />Remote/Roaming users & AppV<br />Business Data Visualization<br />
  63. 63. Page Design<br />Enhanced support for RTC development<br />New Page Wizard with fact box selection<br />Improved naming Fact boxes and Actions<br />Structure highlights<br />
  64. 64. Page Design<br />Standard naming - Before<br />After<br />Highlights Wizard<br />
  65. 65. Go to Definition<br />Jump to defition of object or function Ctrl+12<br />
  66. 66. Object Lock<br />Support multiple developers working in the same database<br />Reduce risk of overwriting objects<br />Read only option<br />Auto-lock while you design (tools->options)<br />Force unlock<br />
  67. 67. Report Design<br />Refresh dataset without closing Visual Studio<br />Report Designer can’t be closed if RDLC is opened in Visual Studio<br />Report Designer can’t open a second layout if the first is already open<br />
  68. 68. Report Design<br />
  69. 69. Treeview<br />Grouping of data option<br />A visual tool (no keying in)<br />
  70. 70. .NET Interoperability<br />
  71. 71. NAV 2009 – Runs on .NET<br />.....<br />IF A>B THEN<br />BEGIN<br /> B:=A;<br />A:=0;<br />END;<br />.....<br />C/AL<br />.NET IL<br />.....<br /> .locals init ([0] int32 a,<br /> [1] int32 b)<br /> IL_0000: ldc.i4.1<br /> IL_0001: stloc.0.....<br />SQL <br />Server<br />NAV<br />
  72. 72. NAV 2009 SP1 – Inbound .NET<br />NAVServer<br />Web Services<br />.....<br />IF A>B THEN<br />BEGIN<br /> B:=A;A:=0;<br />END;<br />.....<br />C/AL<br />SQL <br />Server<br />NAV<br />
  73. 73. NAV 2009 R2 – Outbound .NET<br />NAV 2009 R2 C/AL to .NET Interoperability<br />NAVServer<br />.....<br />IF A>B THEN<br />BEGIN<br /> B:=A;A:=0;<br />END;<br />.....<br />C/AL<br />SQL <br />Server<br />NAV<br />
  74. 74. Client side .NET types<br />.NET variable has a RunOnClient property<br />Standard false; performance is better with NST<br />When run by client a server-side proxy sends to client.<br />Ability to show UI<br />NAV Server<br />RTC Client<br />Assembly 2<br />Aassembly 1<br />
  75. 75. Installation overview<br />.NET assemblies must be in<br />C/SIDE client used for design<br />NST where .NET type is used <br />Assemblies placed in add-in folder<br />Assemblies in GAC’en (global assembly cache) not necessary<br />C/SIDE Tooling<br />RTC Client<br />NAV Server<br />Assembly 1<br />Assembly 1<br />Assembly 2<br />Assembly 2<br />
  76. 76. New Installation options<br />
  77. 77. Remote & Roaming Users<br />Local <br />Microsoft Dynamics NAV RoleTailored Client<br />Microsoft Dynamics NAV Service Tier<br />Microsoft SQL Server<br />Benefits of using the local Microsoft Dynamics NAV client<br /><ul><li>Integration to local applications vs. integration on server
  78. 78. Rich local client experience vs. remote desktop
  79. 79. No need for additional infrastructure for example a Citrix Server</li></li></ul><li>New Features to support Remote/Roaming<br />Login screen when connecting to remote server<br />Support for server-side certificates to ensure communication validity<br />
  80. 80. Performance - Recommendations<br />Latency <br />From the client machine to the hosted server should not be more than 100-150ms<br />Performance will be even better if it’s closer to the 50-100ms range<br />Bandwidth<br />At least a 10/2 (download/upload) mbit connection for a 10 concurrent user configuration<br />Better performance will be seen if additional upload bandwidth is available (e.g., 10/5)<br />
  81. 81. Implementation Considerations<br />Security<br />Firewall<br />Server side Certificate (SSL)<br />UserName vs. Windows authentication <br />Client side processing (COM / .net interop)<br />Performance impact<br />
  82. 82. Application Virtualization (App-V)<br />Roletailored Client can be deployed using Application Virtualization Technology<br />Easy deployment and upgrade<br />Allows for interaction with local applications and resources<br />Leverage local processing resources<br />
  83. 83. Application Virtualization ofMicrosoft Dynamics NAV<br />Streamed<br />Microsoft Dynamics NAV RoleTailored Client<br />Microsoft Dynamics NAV Service Tier<br />Microsoft SQL Server<br />App-V Client<br />App-V Server<br />Benefits of streaming the Microsoft Dynamics NAV client<br /><ul><li>No Microsoft Dynamics NAV 2009 client needs to be installed locally
  84. 84. Central management of Microsoft Dynamics NAV client installations is possible</li></li></ul><li>App-V Infrastructure – How It Works<br />Use App-V Mgmt Console to import package from Content share, create application, and assign to AD Security Group. <br />Package is available for Streaming , 3rd Party ESD, or Standalone distribution.<br />App-V Management Console<br />3rd Party Solution<br />Sequenced app and place on Content share.<br />App-V Sequencer<br />OR<br />Streaming Server (RTSP)<br />IIS Server(optional) (HTTP)<br />Standalone<br />Mode (MSI)<br />App-V Management Server (content)<br />Content Server <br />IIS Server(optional) (HTTP)<br />Standalone<br />Mode (MSI)<br />3rd party (ESD)<br />Virtual App is delivered to the client (RTSP/Http/ MSI/ESD).<br />Virtual App is loaded into cache and icons and files are available to user. <br />Desktop PC<br />App-V Terminal Server<br />App-V client reads on launch, runs app local or via TS.<br />App-V client reads on launch, runs app local or via TS.<br />
  85. 85. Business Data Visualization <br />Graphical ”BI” components now standard features (must be installed from the ”DVD”)<br />Treemap<br />Timeline<br />
  86. 86. Developer Deep Dive material<br />Recordings from Developer Day November 10th 2010 located here !<br />What’s new in C/SIDE<br />.NET interoperability (working with web services)<br />Developing pages (best practice)<br />Testing your application (testing tool)<br />CRM connector<br />Business Data Visualization<br />
  87. 87. Upgrading to NAV 2009 R2<br />With RTC<br />58<br />
  88. 88. From Classic to RTC?<br />From 2-tier to 3-tier<br />From Forms to Pages<br />From Dataports to XMLports<br />Migration of reports<br />Migration of database<br />Use of webservices (integration)<br /> New architecture/infrastructure<br />Potentially more users (more roles)<br />Modification clean up<br />(Re-)implementation of add-ons<br />
  89. 89. From Classic to RTC?<br />Paradigme #1 => think rolebased<br />”Ready for retirement” or the future technology<br />Secure customer ...<br />Support on solution<br />Get the value of Microsoft investing in integration<br />Value of enhancements (BREP)<br />Paradigme #2 => handle upgrade internally or outsource?<br />
  90. 90. Best practice ...<br />Keep client and objects on same version<br />If you want support<br />Only ok if 2009 SP1 and R2 runtime<br />
  91. 91. Training & Certification<br />Overview<br />
  92. 92. Launch Portal - Your one stop shop<br />Microsoft Dynamics NAV 2009 Launch Portal:<br />https://mbs.microsoft.com/partnersource/marketing/campaigns/prospect/launchmdnav?r=18&l=5<br />Readiness <br />& Training <br />Incl. Hot Topics <br />and ISV RTC<br />Upgrade Series <br />(Hands-on-Lab)<br />
  93. 93. Generic Hot Topics<br />Making Role Centers Work for You<br />Strategy and Roadmap Update<br />What’s Newin Microsoft Dynamics NAV 2009<br />Demystifying Microsoft Dynamics NAV 3-tier Deployments<br />Add-ins for the RoleTailored Client (Client Extensibility)<br />Find all Hot Topics here...<br />
  94. 94. Upgradring (ISV-centric)(Hands-on-Labs)<br />Overview and Preparation<br />Form to Page Transformation – Basic and Advanced<br />Advanced RoleTailoring: Refactoring Classic to RTC<br />Advanced Web Services<br />Advanced Client Extensibility<br />Find all Hands-on-Labs here...<br />
  95. 95. Other important resources<br />Rolebased certification & training roadmap on Partner Academy<br />MSDN Dynamics (NAV) site<br />Looking for a hotfix ,best practice or tips & tricks? Check the Global support site<br />The NAV (development) Team blog<br />The Dynamics ERP (”The Edge”) blog<br />
  96. 96. New material coming soon !<br />Demo Scripts to release in Q4 CY2010<br /><ul><li>Connector for Microsoft Dynamics
  97. 97. Online Payment services for Microsoft Dynamics NAV
  98. 98. Business Data Visualization</li></ul>Two new Technical titles to release in Q4 CY 2010<br /><ul><li>Upgrading Microsoft Dynamics NAV 2009 Native to Microsoft SQL Server
  99. 99. SharePoint Technologies and Microsoft Dynamics NAV 2009</li></ul>Two new Non-Technical titles to release in Q4 CY 2010<br /><ul><li>Selling the Business Value of Microsoft Dynamics NAV 2009
  100. 100. Selling the Business Value of Upgrading to Microsoft Dynamics NAV 2009 </li></li></ul><li>New R2 Demo setup to be released<br />The NAV 2009 R2 demo setup (formerly Virtual PC) will transform to Virtual Machine (Windows server 2008, Hyper-V)<br />Release expected in December 2010<br />Whitepaper about using/installing the NAV image in Hyper-V will follow<br />
  101. 101. Wrap up<br />Incl. Q & A<br />
  102. 102. Wrap up<br />Valuable developer tool improvements<br />New install options with Remote and App-V<br />No hotfixes – find updates using Global support<br />Upgrade both runtime and application<br />RTC is picking up momentum<br />
  103. 103.
  104. 104. Important Tools<br />“Megamap” for Microsoft Dynamics NAV 2009<br />Microsoft Dynamics NAV 2009 SP1 ISV <br />Technical Training Overview<br />RoleTailored client user interface terminology <br />slide deck for Microsoft Dynamics NAV 2009<br />