This document outlines a technical event held by Microsoft in Reykjavik, focusing on the Dynamics NAV 2009 R2 product strategy, new features, and enhancements such as the role-tailored client and integration with Microsoft Dynamics CRM. It covers a detailed agenda including updates on UI improvements, application development, training, and certification. Additionally, it discusses future developments for Dynamics NAV and the roadmap for the product's evolution aimed at enhancing user experience and productivity.

1. Technical Track Reykjavik 6th December 2010Microsoft DenmarkThomas HalsePartner Technology Advisor& Sure Step Leadthoha@microsoft.com

2. Agenda13.30 Welcome & Introduction13.40 Dynamics NAV Product Strategy & 2009 R2 update14.00 What’s new in NAV 2009 R2UI & ApplicationDevelopment, Integration & Installation15.30 Upgrading to NAV 2009 R2 (with RTC)15.50 Training & Certification overview16.10 Wrap up and Q & A16.30 Event ends * Break at app. 15.00

3. Dynamics NAV Product Strategy & 2009 R2 update

4. A Wild Example of RTC in Real lifeChesterfield Zoo in UK

5. Pains

6. Complex operation

7. Retail, catering, inventory, feeding & vets

8. Several sub systems

9. Lack of decision support (BI)

10. Solution

11. Role tailored NAV with RTC

12. Realtime Integration to Retail solution

13. SQL reporting services

14. Webservices (procurement portal)A Wild Example of RTC in Real lifeWhat did David (CFO & former NAV user) say

15. ... great improvement visually and workflow

16. ... role tailored UI and information is fantastic

17. What did Angela (the accountant) say

18. ... personalized information

19. ... easy to work with

20. ... quick to process invoicesThe Microsoft Dynamics NAV RoadmapNAV “9”Continued innovation targeted at mid-market with particular focus on:SimplicityProductivityDynamics User Experience LeadershipMicrosoft technologyRapid Time-to-ValueNAV “8”NAV “7”Compelling Business FunctionalityMore Users, More ProductiveMore Software + ServicesRoleTailored .NET Programming Environment w/in NAVFull .NET RuntimeNAV 2009 R2Application enhancementsSharePoint UserClient RichnessPage Design/DebugImproved ReportingOffice 2010Online ServicesIntegration to Microsoft Dynamics CRMOnline Payments ServiceRoleTailored Client access for hosted, remote and roaming usersWindows 7 UXBusiness Data VisualizationsMAJOR RELEASESQ4 20102011-20122016-20172013-2014SERVICE PACKS/MINOR RELEASESAdditionalSP’s RTMAdditionalSP’s RTMAdditionalSP’s RTM

21. Please note ”NAV 7”Only supports Microsoft SQL ServerOnly supports RTC for end-users* According to the Dynamics NAV Statement of Direction the Classic client and the Native database are discontinued in NAV 7.

22. NAV 2009 R2 in HeadlinesConnector til Microsoft Dynamics CRMOnline Payment Services til Microsoft Dynamics NAVRole Tailored Client access for ”Remote &Roaming sers”Application Virtualization of NAV (App-V)Windows 7 “Light-up”Business Visualizations

23. All news in R2 located on the ”DVD”Documentation like”Changes.doc”

24. What’s new in NAV 2009 R2UI & Application

25. UI & Application OverviewWindows ”light up” - enhanced UI

26. Jump lists Icon overlay, Filter on subforms

27. Application improvements

28. Printer selection

29. System indicator

30. New application features

31. CRM connector

32. Online payment servicesWhat’s new in UIWindows 7 featuresStart & Task barPinning favoritesJump ListsInformation by icons (thumbnails)Icons shownStatic & dynamic information

33. What’s new in UIFilter on subformsShift+F3

34. What’s new in ApplicationApplication enhancements & new functionalitySystem Indicator

35. Printer selection

36. CRM connector

37. Online PaymentPlease note !Dynamics NAV 2009 R2 does NOT contain any hotfixes etc. R2 is applicationwise = SP1

38. Objects only changed in relation to R2 specific new application functionalitySystem Indicator

39. Printer Selection

40. CRM Connector for NAV

41. CRM Connector for Dynamics NAVDesigned for out-of-the box Dynamics product integration

42. Supports CRM 4.0 and NAV 2009 R2 and future versions

43. Supports CRM online and “on-premise” installation

44. Available (free) for customers on BREP holding valid licenses for both CRM and NAV.CRM Connector for Dynamics NAVUser friendly UI for configuring data mapping

45. Development Tools available

46. Build-in Scheduling option

47. One or two-way integration option

48. Connector is not localized (W1)CRM connector setupClientCRM Web ServicesNAV Web ServicesNAV AdapterConnector for Microsoft DynamicsCRM AdapterCRMNAVMaps

49. CRM Connector ArchitectureIntegration ServiceIntegration AdaptersDynamics CRM AdapterDynamics NAV AdapterIntegration ClientSolution TemplatesMap AuthoringScheduling ServiceIntegration DatabaseRuntime StatusTransform ServiceDocument MediationException MgmtTracing & LoggingNotification Service

50. What entities* are integrated in R2?NAV EntityCustomerContactItem/ResourceSales OrderSales InvoiceSalespersonCRM EntityAccountContactProductOrder**InvoiceERP System User* Plus supporting entities such as Currency** An Order can be initially created in CRM then synced once to NAV

51. Running a Map from CRM to NAVTime

52. NAV Integration ManagementIntegration IDShared, foreign GUID across CRM and NAVIntegration Record, Table 5151Links Integration IDto internal NAV Record IDTracks timestamps of modifications and deletionsNew framework supported Database triggers Always called on any insert, modify, rename, delete operation against the databaseIntegration Management,Codeunit 5150Where your enhancements go=Integration Management

53. NAV Integration ServiceThe interface for the NAV AdapterOne Page exposed as a web service for each synced entityCodeunit 5151 Integration Service exposed as a web service:<operation name=GetIntegrationPages><operation name=GetDeletedIntegrationItems><operation name=GetModifiedIntegrationItems><operation name=GetVersion>

54. Parent/children details explainedExamples:Sales Header, Sales LineSales Invoice Header, Sales Invoice LineCustomer, Ship-to Address (with a twist)When a child is inserted, modified, renamed, deleted the parent is logically modifiedChildren integrate as part of their parentThe parent page includes a list sub page with the childrenThe child does not expose its own page

55. Mapping EntitiesAdding Fields to already Integrated EntitiesFields on the page exposed as a Web serviceFields included in mapstarget field value = source field value = constant = function of source fieldIntegrating a new EntityPick/create a page to expose as a Web ServiceCreate a new map

56. Extending NAV Integration ManagementFor each mapped entity, you add code to codeunit 5150 Integration ManagementList as IntegrationRecordSpecify which pageSometimes add a little code for special casesChild to Parent navigation, more types in one table, etc.No changes to NAV tablesChanges to CRM entities

57. Implementation ConsiderationsEvery instance of a NAV to CRM integration is a projectCarefully analyze, design, implement, and testVery rarely, the out-of-the-box integration will sufficeSpecial cases like parent/child, partial integrationFuture versionsThe Dynamics Connector customizes CRMMust merge with any existing CRM customizationsBackup and Restore must be synced across 3 databases: CRM, NAV, and Integration

58. Online Payment Service

59. Online Payment ServiceRetail shopsPOSPayment ServiceDynamics ERPE-Commerce On Premises /Back Office

60. Microsoft Dynamics Payment Services modelDynamics AX 2009First DataCyberSourcePayment Services for Microsoft DynamicsDynamics POS 2009PensioCurrent support is for US and CanadaDynamics RMS 2.0NetGiro (cnp)Dynamics GP 10PayPal*Adding providers to expand global and local coverage an on-going effortDynamics NAV 2009 R2Other Providers*

61. What’s new in NAV 2009 R2Development, Integration & Installation

62. Technical content overviewWhat’s new in C/SIDEPage Design, ”Go to definition”, Object locking, Report enhancement, Treeview.NET interoperabilityRemote/Roaming users & AppVBusiness Data Visualization

63. Page DesignEnhanced support for RTC developmentNew Page Wizard with fact box selectionImproved naming Fact boxes and ActionsStructure highlights

64. Page DesignStandard naming - BeforeAfterHighlights Wizard

65. Go to DefinitionJump to defition of object or function Ctrl+12

66. Object LockSupport multiple developers working in the same databaseReduce risk of overwriting objectsRead only optionAuto-lock while you design (tools->options)Force unlock

67. Report DesignRefresh dataset without closing Visual StudioReport Designer can’t be closed if RDLC is opened in Visual StudioReport Designer can’t open a second layout if the first is already open

68. Report Design

69. TreeviewGrouping of data optionA visual tool (no keying in)

70. .NET Interoperability

71. NAV 2009 – Runs on .NET.....IF A>B THENBEGIN B:=A;A:=0;END;.....C/AL.NET IL..... .locals init ([0] int32 a, [1] int32 b) IL_0000: ldc.i4.1 IL_0001: stloc.0.....SQL ServerNAV

72. NAV 2009 SP1 – Inbound .NETNAVServerWeb Services.....IF A>B THENBEGIN B:=A;A:=0;END;.....C/ALSQL ServerNAV