Implementing Microsoft Dynamics 365 Business Central On-Premise电子书

Title Page

Copyright and Credits

Implementing Microsoft Dynamics 365 Business Central On-Premise Fourth Edition

Dedication

About Packt

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Packt.com

Contributors

About the authors

About the reviewers

Packt is searching for authors like you

Preface

Who this book is for

What this book covers

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Conventions used

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Reviews

Exploring Dynamics NAV and MSDYN365BC – Overview

Understanding Microsoft Dynamics NAV

Functional areas in Microsoft Dynamics NAV

History of Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central

From Microsoft Dynamics NAV 2009 to Microsoft Dynamics 365 Business Central – a timeline of features

Functional areas

Financial management

General ledger

G/L budgets

Account schedules

Cash management

Fixed assets

VAT reporting and intrastat

Sales tax

Intercompany transactions

Consolidation

Multicurrency

Sales and marketing

Customers

Order processing

Approvals

Pricing

Marketing

Purchasing

Vendors

Order processing

Approvals

Pricing

Planning

Warehouse

Items

Locations

Transfer orders

Assembly

Pick and put-away

Inventory

Manufacturing

Product design

Capacities

Planning

Execution

Costing

Subcontracting

Job

Job cards

Job tasks subpage

Planning lines

Time sheet

Invoice jobs

Work in process (WIP)

Resource planning

Resource card

Pricing

Service

Service items

Contracts

Price management

Service orders

Service tasks

Fault reporting

Human resources

Employees

Absence registration

Country localizations

Microsoft Dynamics NAV Workflow

Vertical and horizontal solutions

Accessing Microsoft Dynamics NAV

Windows client

Web client

Web client – "In-Client" Designer and User Personalization

Tablet client, phone client, and Universal App

SharePoint integration (remote client)

Web services

Dynamics NAV Development Environments

The Old Development Environment (C/SIDE)

Events and extensions

The New Modern Development Environment

The Microsoft cloud model

Microsoft cloud services – a suite of applications

Dynamics 365 Business Central (on-premise, SaaS)

Summary

Microsoft Dynamics NAV 2018 – An Overview

Microsoft Dynamics NAV 2018 – what's new

Application changes in Microsoft Dynamics NAV 2018

Improvements made to clients for application users

Windows client – role center layout

Web client for Microsoft Dynamics NAV 2018

Web client is more customizable (with "In-client" or "In-app" Designer)

Preview and print from Web client

Updated Universal App

Windows 10 Continuum

IT changes

Microsoft Dynamics NAV Server administration tool

Windows PowerShell – new and updated cmdlets

New and updated PowerShell cmdlets for server and development

Microsoft Dynamics NAV Server – start/stop

Merging application objects

Upgrading data

Updating captions in application object files

Office 365 Administration

Importing and exporting NAV data

Development changes (new and updated)

Essential C/AL functions available

Triggers

Extensions 2.0

The New Modern Development Environment (Visual Studio Code plus AL Language extension)

APIs for Microsoft Dynamics NAV

Connected apps

New service connections and extensions pages

Image Analyzer - contact person and item

Functional changes

Sales order to purchase order

Assisted setup by wizards and manual setup

User tasks

Direct transfer orders

Employee ledger entries

Preconfigured Excel reports

Edit in Excel feature

Change Global Dimensions

IC (intercompany) – automation of IC outbox and IC inbox

Item charges – volume and weight

EU GDPR support and data classification

Microsoft Dynamics 365 for sales integration

Microsoft Flow integration

Power BI reporting integration

Contact iterations in Microsoft Outlook

Upgrade automation – an overview

Upgrade automation – the application code

Upgrade automation – data

Enhancement in security and encryption

Native integrations

Best features from previous releases of Microsoft Dynamics NAV

Best and updated application features

RapidStart services improved

Schedule reports

Emailing documents

Assisted setup

Item attributes

Job improvements

Task scheduler

TaskScheduler data type

Cortana Intelligence

Document exchange service (OCR services)

Exchange rate update

Native integration with Microsoft Dynamics 365 (CRM)

Workflow management

Posting preview

Deferrals

Document reporting

.NET interoperability

Enhancements in RoleTailored client control add-ins

Summary

General Considerations

The data model

Master data

Documents

Journals

Ledger entries

Creating ledger entries

Combining all concepts

No save button

When is the data verified?

The main drawback

The Edit button

The posting routines

Posted data cannot be modified (or deleted)

Navigating through your data

The Navigate functionality

Other ways to browse data

Hyperlinks

Sorting on list pages

Filtering for the data you need (advanced filters)

Saved views

Other examples of a filtered view

Real-time data gathering – SIFT technology

Everything leads to accounting

The Date Compression toolkit

The Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central database

The TableRelation property

Coded data rules

Microsoft Dynamics 365 Business Central – why upgrade to or adopt it?

History of Microsoft Dynamics 365 Business Central

The strengths of Microsoft Dynamics 365 Business Central

Documentation

Cloud first and automatic upgrades by design

The New Modern Development Environment

Microsoft cloud services and the Virtual Cloud Desktop

Scalability

Sandboxes and Docker for testing and development

Costs and pricing

Microsoft Dynamics 365 Business Central is only available in the public cloud

Benefits of the public cloud

Limitations of the public cloud

Web client limitations

Summary

Implementation Process – Partner's Perspective

What is an implementation?

Methodology

The waterfall approach

The agile approach

The best choice – waterfall or agile?

Inside agile – Scrum overview

Using the best of both

Microsoft Dynamics Sure Step

Another solution – Microsoft Azure DevOps (VSTS)

Project types based on the waterfall approach

The Rapid Project Type

The Standard Project Type

The Enterprise Project Type

The Upgrade Project Type

The Agile Project Type

Ready-to-go scenarios – the Microsoft Dynamics NAV optimization offering

Roles

Salesperson

Project manager

Business consultant

Key users

Analyst

Developer

Implementer

End users

Summarizing the roles

Phases

Presales

Getting the project requirements

Designing the solution

Configuration

Modifying standard Microsoft Dynamics NAV functionality

New functionalities

Data migration

Development

Automatic testing with the Application Test Toolkit

The Automatic Test Toolkit – how does it work?

Deployment

Software and hardware installation

Configuration

Data migration

User-acceptance test

End users' training

Go-live!

Post-implementation support

Dynamics 365 Business Central implementation considerations

Summary

Implementation Process – Customer's Perspective

Definition of goals

Measuring goals

Defining internal processes and key users

Questions to be asked

Identify the key user

Questions about processes

Improve before automating

Getting the requirements

General considerations for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central

Considerations for Microsoft Dynamics 365 Business Central

Define acceptable gaps and workarounds

Workaround in action – using standard dimensions instead of customizing

Change management

Get involved in testing the system

Involve end users

Continuous follow-up

Summary

Migrating Data

Tools for migrating data

RapidStart Services with configuration packages

Creating a new company using PowerShell (in Microsoft Dynamics 365 Business Central on-premise)

Changing the profile to RapidStart Services Implementer

Using the RapidStart Services Wizard

Working with configuration packages

Creating a new configuration package

Applying a configuration package

The configuration worksheet

Creating the data migration structure

Copying related tables

Using Excel templates

Configuration templates

Creating a configuration template

Using configuration templates

The configuration questionnaire

Creating a configuration questionnaire

Completing the configuration questionnaire

Using RapidStart Services from PowerShell

Powershell cmdLets for RapidStart Services

Summarizing RapidStart Services

Using XMLports to migrate data

XMLport structure

Running the XMLport

Writing code inside the XMLport

The document structure

Filling data not included in the XML file

Validation order may change our data

Creating XMLports in the Microsoft AL language

Writing your own tools

APIs to import/export data

API Setup page

APIs entity pages

Converting data from the old system to Microsoft Dynamics NAV's or Microsoft Dynamics 365 Business Central's needs

Fields particular to Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central

Master data

Open entries

Customer entries

Vendor entries

Bank entries

Item entries

Fixed-asset entries

General Ledger balances

Historical data

Open documents

Choosing a go-live date

Going live at the beginning of the fiscal year

What are the cons?

Going live in the middle of a fiscal year

Summary

Upgrading to Dynamics NAV and MSDYN365BC

Why to upgrade?

Upgrading philosophy

Upgrades prior to Microsoft Dynamics NAV 2013

Upgrades after Microsoft Dynamics NAV 2013

The upgrading-process checklist

How to upgrade to Microsoft Dynamics NAV 2018

Upgrading from Microsoft Dynamics NAV 2013, 2013 R2, 2015, 2016, or 2017

Technical upgrades (converting the database)

Building application objects and uploading the development license

Converting the database

Connecting the Dynamics NAV Server

Upgrading the application code

Merging the code

Importing the merged code

Upgrading the application data

Automating upgrading using PowerShell

Upgrading from Microsoft Dynamics NAV 2009, 2009 SP1, or 2009 R2

Upgrading the Microsoft Dynamics NAV 2009 application code

Upgrading the Microsoft Dynamics NAV 2009 data

Upgrading from Microsoft Dynamics NAV 5.0 or 5.0 SP1

Upgrading the Microsoft Dynamics NAV 5.0 application code

Upgrading the Microsoft Dynamics NAV 5.0 data

Upgrading steps for Microsoft Dynamics NAV 2013

Preparing to upgrade

Migrating to Microsoft SQL Server

Testing the database

Upgrading the application code

Getting object versions

Converting objects into the Microsoft Dynamics NAV 2013 format

Carrying out customizations on the new version

Transforming forms to pages

Transforming reports

Upgrading the data

Upgrading tools

Upgrade ToolKit

The text format upgrade tool

Form transformation

Report transformation

Upgrading hybrid reports

Upgrading classic reports

Comparing text tools

MergeTool

Downloading MergeTool

Installing MergeTool

Using MergeTool

Importing the old base version

Importing the old custom version

Importing the new base version

Comparing the old base and new base versions

Merging all versions

Exporting the new custom version

Importing the new custom version to a Microsoft Dynamics NAV 2013 database

Upgrading from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central on-premise

On-premises versus online environments – differences

Upgrading to Microsoft Dynamics 365 Business Central on-premise

Upgrade ToolKit

Case 1 – starting from Microsoft Dynamics NAV 2015/NAV 2016/NAV 2017/NAV 2018

Case 2 – starting from Microsoft Dynamics NAV 5.0/NAV 2009

Case 3 – starting from Microsoft Dynamics NAV 2013

Case 4 – starting from Navision Attain 3.70/MBS Navision 4.0

How to upgrade to Microsoft Dynamics 365 Business Central on-premise

Upgrading the application code

Upgrading the data

Running the data-upgrade process

Upgrade considerations for releases after Microsoft Dynamics NAV 2015

Data Upgrade from Microsoft Dynamics NAV Development Environment and PowerShell

Generating symbols

Upgrading installed extensions

Upgrades permission sets

General considerations about Data Upgrade

Automating the upgrade process using sample Windows PowerShell scripts

The sample scripts for upgrading code

The sample scripts for upgrading data

Upgrading to Microsoft Dynamics 365 Business Central SaaS

Limitations for migrating to Microsoft Dynamics 365 Business Central SaaS

Summary

Development Considerations

Development in Microsoft Dynamics NAV and Business Central general concepts – setup versus customization

Data model principles

Basic objects

Tables – how tables are structured

Object elements

Understanding table structures

Master tables

Secondary tables

Setup tables

Document tables

Entry tables

Journal tables

The final picture

The structure of pages

Understanding page structures

Role Center pages

Card pages

List pages

Document pages

ListPart pages

Worksheet pages

ConfirmationDialog pages

NavigatePage pages

Personalization feature versus "In-client" Designer feature in Web client

Development methods – the CSIDE Development Environment and the New Modern Development Environment

Working with the CSIDE Development Environment

Working with CSIDE Development Environment – table properties

Working with the New Modern Development Environment

Working with the New Modern Development Environment – table properties

Snippet table

Table extension object

Snippet ttableextension

The posting process

The codeunit structure for sales posting

The codeunit structure for general journal posting

Validating fields

Batch jobs through reports objects

Where to write customized code

Formatting customized code

Development in Microsoft Dynamics 365 Business Central SaaS

General considerations

Microsoft Dynamics 365 Business Central Roadmap for development

How to become a 2.0 Microsoft ERP solution developer

Best lessons learned for developers

The new extension model (2.0)

New era for developer skills

Microsoft suggestions for developers

Extensions 2.0 – .fob package versus .app package

The New Modern Development Environment (VS Code plus Microsoft AL extension language)

Visual Studio Code (VS Code)

Microsoft AL language extension

Events instead of triggers

Txt2AL – conversion tool from C/AL to AL

What's new for Microsoft Dynamics 365 Business Central for development?

Naming guidelines for development

Extension translations (XLIFF file extension)

Generating the XLIFF file

Source Control Management (SCM)

Git and GitHub

Publishing your apps on AppSource

Steps to publishing an app

Summary

Implementing Functional Changes

General guidelines

What is a functional change?

Scenario – the Requisition Worksheet

Fixed Assets

Item Tracking

Extending a customized functionality

Interactions with other functionalities

The Requisition Worksheet

Fixed Assets

Item Tracking

Creating a new item

Creating and posting a purchase order for the new item

Creating and posting a sales order for the new item

Turning on Item Tracking for the new item

Extending a customized functionality

Writing documentation to implement changes

The Requisition Worksheet

Fixed Assets

Item Tracking

Extending a customized functionality

Choosing the "right time" to release and implement the changes, and analyzing the risks

The Requisition Worksheet

Fixed Assets

Item Tracking

Extending a customized functionality

Planning the change

The Requisition Worksheet

Fixed Assets

Item Tracking

Extending a customized functionality

Changes in Microsoft Dynamics 365 Business Central

Summary

Data Analysis and Reporting

Using Filters and FlowFilters

Creating views

Statistics

Charts – representing data in graph form

The Show as Chart option (the Windows client only)

Adding charts to the Role Center page – on the Windows client

Creating and configuring charts

Personalizations on the Web client

Personalize and design the Web client via the In-client Designer feature

Using reports

Finding reports in the Windows client and Web client

Running reports

Types of report

List reports

Test reports

Posting preview reports

Posting reports

Transaction reports

Document reports

Report selection

Other reports

Scheduling a report

Account schedules

Analysis views

Understanding dimensions

Setting up new dimensions

Categorizing dimensions

Accessing dimensions

Creating an analysis view

Updating analysis views

Using analysis views

Analysis by Dimensions

Analysis views as a source for account schedules

Extracting data

Sending data from pages to Microsoft Office applications

Sending data to Microsoft Word

Sending data to Microsoft Excel

Extracting data through web services

Extracting data through APIs

Export data using the Microsoft Dynamics NAV Export to a Data File feature (and importing it)

Exporting data from PowerShell

Other ways to extract data

Understanding report development

Report anatomy

RDLC reports

Word layout reports

Defining the dataset

Designing the visual layout

Using Word layout reports

From the Dynamics NAV Development Environment

From the New Modern Development Environment

Summary

Debugging with Dynamics NAV and MSDYN365BC

The art of debugging

Debugging in Microsoft Dynamics NAV 2018 and in Microsoft Dynamics 365 Business Central on-premise

Break Rules

Placing breakpoints

From the Object Designer

In the current statement of the debugger

Conditional breakpoint

Debugger Breakpoint List

Line-by-line execution

The Step Into option

The Step Over option

The Step Out option

The Continue option

The Call Stack FactBox

The Watches FactBox

Adding variables from the Debugger Variables List window

Adding variables from the code viewer

Debugging in the AL Development Environment

Debugging in Visual Studio Code

The debugger view

Debugging shortcuts in Visual Studio Code

Example of debugging in Visual Studio Code

Step-by-step debugging sample

Summary

Popular Reporting Options

What is a query?

Query Designer

Defining our first query

Adding additional data to the query

Queries object in Microsoft AL

Business Charts

Standard Charts in Windows Client

Web services

Integrating external applications with OData web services

Microsoft Excel and PowerPivot add-in

Microsoft Power BI

Enabling your business data for Power BI

How to get Power BI Apps

Connecting to Microsoft Dynamics NAV 2018

How to connect to Microsoft Dynamics NAV 2018

Jet Basics NAV (formerly Jet Express for Excel)

Downloading Jet Basics NAV

Installing Jet Basics NAV

Microsoft Flow

Microsoft Flow for Microsoft Dynamics 365 Business Central

Summary

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central specifics

License types – Essentials versus Premium

The named user licensing model

Fixed prices for Essentials, Premium, and Team Member license types

Dual use (SaaS and on-premise)

Objects available in the licensed product

Microsoft Dynamics 365 Business Central SaaS clients

Innovative Web client

Universal App

Dynamics 365 Business Central localizations

Dynamics 365 Business Central SaaS architecture

Dynamics 365 Business Central – on-premise versus SaaS

Scalability and performance in SaaS

Upgrades and customizations in SaaS

Comparing Microsoft Dynamics 365 Business Central with Microsoft Dynamics NAV

Business Central Web client better than Dynamics NAV Web client

Business Central Web client – some improvements

Considerations on Dynamics 365 Business Central

Why I will choose Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central – activating a demo license

Microsoft Dynamics 365 Business Central – October's major updates

The October release's best new features – technicals

Microsoft Dynamics 365 Business Central on-premise is available

Keyboard shortcuts

Refreshed and modern desktop experience

Improved search – TELL ME WHAT YOU WANT TO DO

Filtering list and advanced filters

Action bar replaces the ribbon

Permission sets are editable

Copy and paste

Improved grids

Updated Universal App

Enhanced Microsoft Power BI embedded experience

Microsoft Power BI "Ready-to-use Apps" for Microsoft Dynamics 365 Business Central

Editing Microsoft Power BI reports in Microsoft Dynamics 365 Business Central SaaS

Hybrid deployment

Dynamics 365 Business Central Admin Center on the CSP portal and telemetry

Dynamics 365 Business Central Event Recorder

The best new features of October's release – functionals

Microsoft AppSource

AppSource for Dynamics 365 Business Central

Get involved in communities and programs

The "Ready-to-Go" program

Microsoft Collaborate

Microsoft Ideas and Insider Ideas

AL issues on GitHub

Microsoft Dynamics 365 Business Central on-premise

Installing Microsoft Dynamics 365 Business Central on-premise

Enabling personalizations in Microsoft Dynamics 365 Business Central on-premise

Features not implemented in Microsoft Dynamics 365 Business Central on-premise

Business Central data migration tools (RapidStart packages, intelligent cloud and APIs, and data migration extension)

Dynamics 365 Business Central – integrations

Microsoft PowerApps

Microsoft Azure Functions

Rest APIs

Microsoft Power BI

Summary

Working and Developing with Docker and Sandboxes

Introducing Docker, sandboxes, and their benefits

Containers and Docker

Benefits of using Docker

Benefits of using sandboxes

Using sandboxes for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central

Sandbox types

How to create online sandbox environments

Creating a new sandbox from the production environment

Actions available for sandboxes

Creating a new sandbox from the CSP portal

How to create Azure-hosted sandbox environments

Creating a sandbox on Azure Virtual Machine (VM)

How to create locally-hosted sandbox environments

How to create sandbox environments from the CSP portal

Using Docker for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central

Working with Docker for Microsoft Dynamics NAV 2018 and Microsoft Dynamics 365 Business Central on-premises

Docker's best commands

Docker image distributions

Docker images for Microsoft Dynamics NAV

Docker images for Microsoft Dynamics 365 Business Central on-premises

Running Docker

Working with Docker and sandboxes

Differences in development and deployment

Developing with sandboxes on Microsoft Dynamics 365 Business Central

Summary

Further considerations

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