Technical Track Reykjavik 6th December 2010 Microsoft Denmark Thomas Halse Partner Technology Advisor & Sure Step Lead thoha@microsoft.com

1. Technical Track Reykjavik 6th December 2010 Microsoft Denmark Thomas Halse Partner Technology Advisor & Sure Step Lead thoha@microsoft.com

2. Agenda 13.30 Welcome & Introduction 13.40 Dynamics NAV Product Strategy & 2009 R2 update 14.00 What’s new in NAV 2009 R2 UI & Application Development, Integration & Installation 15.30 Upgrading to NAV 2009 R2 (with RTC) 15.50 Training & Certification overview 16.10 Wrap up and Q & A 16.30 Event ends * Break at app. 15.00

3. Dynamics NAV Product Strategy & 2009 R2 update

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

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

21. Please note ”NAV 7” Only supports Microsoft SQL Server Only 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 Headlines Connector til Microsoft Dynamics CRM Online Payment Services til Microsoft Dynamics NAV Role 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 R2 UI & Application

26. Jump lists Icon overlay, Filter on subforms

27. Application improvements

28. Printer selection

29. System indicator

30. New application features

31. CRM connector

33. What’s new in UI Filter on subforms Shift+F3

35. Printer selection

36. CRM connector

39. Printer Selection

40. CRM Connector for NAV

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

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

45. Development Tools available

46. Build-in Scheduling option

47. One or two-way integration option

49. CRM Connector Architecture Integration Service Integration Adapters Dynamics CRM Adapter Dynamics NAV Adapter Integration Client Solution Templates Map Authoring Scheduling Service Integration Database Runtime Status Transform Service Document Mediation Exception Mgmt Tracing & Logging Notification Service

50. What entities* are integrated in R2? NAV Entity Customer Contact Item/Resource Sales Order Sales Invoice Salesperson CRM Entity Account Contact Product Order** Invoice ERP 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 NAV Time

52. NAV Integration Management Integration ID Shared, foreign GUID across CRM and NAV Integration Record, Table 5151 Links Integration IDto internal NAV Record ID Tracks timestamps of modifications and deletions New framework supported Database triggers Always called on any insert, modify, rename, delete operation against the database Integration Management,Codeunit 5150 Where your enhancements go = Integration Management

53. NAV Integration Service The interface for the NAV Adapter One Page exposed as a web service for each synced entity Codeunit 5151 Integration Service exposed as a web service: <operation name= GetIntegrationPages> <operation name= GetDeletedIntegrationItems> <operation name= GetModifiedIntegrationItems> <operation name= GetVersion>

54. Parent/children details explained Examples: Sales Header, Sales Line Sales Invoice Header, Sales Invoice Line Customer, Ship-to Address (with a twist) When a child is inserted, modified, renamed, deleted the parent is logically modified Children integrate as part of their parent The parent page includes a list sub page with the children The child does not expose its own page

55. Mapping Entities Adding Fields to already Integrated Entities Fields on the page exposed as a Web service Fields included in maps target field value = source field value = constant = function of source field Integrating a new Entity Pick/create a page to expose as a Web Service Create a new map

56. Extending NAV Integration Management For each mapped entity, you add code to codeunit 5150 Integration Management List as IntegrationRecord Specify which page Sometimes add a little code for special cases Child to Parent navigation, more types in one table, etc. No changes to NAV tables Changes to CRM entities

57. Implementation Considerations Every instance of a NAV to CRM integration is a project Carefully analyze, design, implement, and test Very rarely, the out-of-the-box integration will suffice Special cases like parent/child, partial integration Future versions The Dynamics Connector customizes CRM Must merge with any existing CRM customizations Backup and Restore must be synced across 3 databases: CRM, NAV, and Integration

58. Online Payment Service

59. Online Payment Service Retail shops POS Payment Service Dynamics ERP E-Commerce On Premises / Back Office

60. Microsoft Dynamics Payment Services model Dynamics AX 2009 First Data CyberSource Payment Services for Microsoft Dynamics Dynamics POS 2009 Pensio Current support is for US and Canada Dynamics RMS 2.0 NetGiro (cnp) Dynamics GP 10 PayPal *Adding providers to expand global and local coverage an on-going effort Dynamics NAV 2009 R2 Other Providers*

61. What’s new in NAV 2009 R2 Development, Integration & Installation

62. Technical content overview What’s new in C/SIDE Page Design, ”Go to definition”, Object locking, Report enhancement, Treeview .NET interoperability Remote/Roaming users & AppV Business Data Visualization

63. Page Design Enhanced support for RTC development New Page Wizard with fact box selection Improved naming Fact boxes and Actions Structure highlights

64. Page Design Standard naming - Before After Highlights Wizard

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

66. Object Lock Support multiple developers working in the same database Reduce risk of overwriting objects Read only option Auto-lock while you design (tools->options) Force unlock

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

68. Report Design

69. Treeview Grouping of data option A visual tool (no keying in)

70. .NET Interoperability

71. NAV 2009 – Runs on .NET ..... IF A>B THEN BEGIN 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 Server NAV

72. NAV 2009 SP1 – Inbound .NET NAVServer Web Services ..... IF A>B THEN BEGIN B:=A;A:=0; END; ..... C/AL SQL Server NAV

73. NAV 2009 R2 – Outbound .NET NAV 2009 R2 C/AL to .NET Interoperability NAVServer ..... IF A>B THEN BEGIN B:=A;A:=0; END; ..... C/AL SQL Server NAV

74. Client side .NET types .NET variable has a RunOnClient property Standard false; performance is better with NST When run by client a server-side proxy sends to client. Ability to show UI NAV Server RTC Client Assembly 2 Aassembly 1

75. Installation overview .NET assemblies must be in C/SIDE client used for design NST where .NET type is used Assemblies placed in add-in folder Assemblies in GAC’en (global assembly cache) not necessary C/SIDE Tooling RTC Client NAV Server Assembly 1 Assembly 1 Assembly 2 Assembly 2

76. New Installation options

78. Rich local client experience vs. remote desktop

80. Performance - Recommendations Latency From the client machine to the hosted server should not be more than 100-150ms Performance will be even better if it’s closer to the 50-100ms range Bandwidth At least a 10/2 (download/upload) mbit connection for a 10 concurrent user configuration Better performance will be seen if additional upload bandwidth is available (e.g., 10/5)

81. Implementation Considerations Security Firewall Server side Certificate (SSL) UserName vs. Windows authentication Client side processing (COM / .net interop) Performance impact

82. Application Virtualization (App-V) Roletailored Client can be deployed using Application Virtualization Technology Easy deployment and upgrade Allows for interaction with local applications and resources Leverage local processing resources

85. Business Data Visualization Graphical ”BI” components now standard features (must be installed from the ”DVD”) Treemap Timeline

86. Developer Deep Dive material Recordings from Developer Day November 10th 2010 located here ! What’s new in C/SIDE .NET interoperability (working with web services) Developing pages (best practice) Testing your application (testing tool) CRM connector Business Data Visualization

87. Upgrading to NAV 2009 R2 With RTC 58

88. From Classic to RTC? From 2-tier to 3-tier From Forms to Pages From Dataports to XMLports Migration of reports Migration of database Use of webservices (integration) New architecture/infrastructure Potentially more users (more roles) Modification clean up (Re-)implementation of add-ons

89. From Classic to RTC? Paradigme #1 => think rolebased ”Ready for retirement” or the future technology Secure customer ... Support on solution Get the value of Microsoft investing in integration Value of enhancements (BREP) Paradigme #2 => handle upgrade internally or outsource?

90. Best practice ... Keep client and objects on same version If you want support Only ok if 2009 SP1 and R2 runtime

91. Training & Certification Overview

92. Launch Portal - Your one stop shop Microsoft Dynamics NAV 2009 Launch Portal: https://mbs.microsoft.com/partnersource/marketing/campaigns/prospect/launchmdnav?r=18&l=5 Readiness & Training  Incl. Hot Topics and ISV RTC Upgrade Series (Hands-on-Lab)

93. Generic Hot Topics Making Role Centers Work for You Strategy and Roadmap Update What’s Newin Microsoft Dynamics NAV 2009 Demystifying Microsoft Dynamics NAV 3-tier Deployments Add-ins for the RoleTailored Client (Client Extensibility) Find all Hot Topics here...

94. Upgradring (ISV-centric)(Hands-on-Labs) Overview and Preparation Form to Page Transformation – Basic and Advanced Advanced RoleTailoring: Refactoring Classic to RTC Advanced Web Services Advanced Client Extensibility Find all Hands-on-Labs here...

95. Other important resources Rolebased certification & training roadmap on Partner Academy MSDN Dynamics (NAV) site Looking for a hotfix ,best practice or tips & tricks? Check the Global support site The NAV (development) Team blog The Dynamics ERP (”The Edge”) blog

97. Online Payment services for Microsoft Dynamics NAV

101. Wrap up Incl. Q & A

102. Wrap up Valuable developer tool improvements New install options with Remote and App-V No hotfixes – find updates using Global support Upgrade both runtime and application RTC is picking up momentum

104. Important Tools “Megamap” for Microsoft Dynamics NAV 2009 Microsoft Dynamics NAV 2009 SP1 ISV Technical Training Overview RoleTailored client user interface terminology slide deck for Microsoft Dynamics NAV 2009