dynamics nav 2009 r2 launch iceland technical track external
DESCRIPTION
Technical TrackReykjavik 6th December 2010Microsoft DenmarkThomas HalsePartner Technology Advisor& Sure Step [email protected]TRANSCRIPT
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Technical Track Reykjavik 6th December 2010Microsoft DenmarkThomas HalsePartner Technology Advisor& Sure Step [email protected]
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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
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Dynamics NAV Product Strategy & 2009 R2 update
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A Wild Example of RTC in Real life• Chesterfield Zoo in UK
• Pains• Complex operation
• Retail, catering, inventory, feeding & vets• Several sub systems• Lack of decision support (BI)
• Solution• Role tailored NAV with RTC• Realtime Integration to Retail solution• SQL reporting services• Webservices (procurement portal)
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A Wild Example of RTC in Real life• What did David (CFO & former NAV user) say
• ... great improvement visually and workflow
• ... role tailored UI and information is fantastic
• What did Angela (the accountant) say• ... personalized information• ... easy to work with• ... quick to process invoices
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SERVICE PACKS/MINOR RELEASES
NAV 2009 R2
Integration to Microsoft Dynamics CRMOnline Payments ServiceRoleTailored Client access for hosted, remote and roaming usersWindows 7 UXBusiness Data Visualizations
NAV “7”
Application enhancementsSharePoint UserClient RichnessPage Design/DebugImproved ReportingOffice 2010Online Services
NAV “8”
Compelling Business FunctionalityMore Users, More ProductiveMore Software + ServicesRoleTailored .NET Programming Environment w/in NAVFull .NET Runtime
NAV “9”
Continued innovation targeted at mid-market with particular focus on:
SimplicityProductivityDynamics User Experience LeadershipMicrosoft technologyRapid Time-to-Value
MAJOR RELEASES
AdditionalSP’s RTM
AdditionalSP’s RTM
AdditionalSP’s RTM
The Microsoft Dynamics NAV Roadmap
Q4 2010 2011-2012 2016-20172013-2014
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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.
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NAV 2009 R2 in HeadlinesConnector 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
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All news in R2 located on the ”DVD”
Documentation like
”Changes.doc”
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What’s new in NAV 2009 R2UI & Application
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UI & Application Overview• Windows ”light up” - enhanced UI
• Jump lists Icon overlay, Filter on subforms
• Application improvements• Printer selection• System indicator
• New application features• CRM connector• Online payment services
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What’s new in UIWindows 7 features
– Start & Task bar• Pinning favorites• Jump Lists
– Information by icons (thumbnails)• Icons shown• Static & dynamic
information
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What’s new in UI
• Filter on subforms– Shift+F3
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What’s new in Application
Application enhancements & new functionality
• System Indicator• Printer selection• CRM connector• Online Payment
Please note !• Dynamics NAV 2009 R2 does NOT contain any
hotfixes etc. R2 is applicationwise = SP1• Objects only changed in relation to R2 specific new
application functionality
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System Indicator
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Printer Selection
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CRM Connector for NAV
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CRM Connector for Dynamics NAV
• Designed for out-of-the box Dynamics product integration
• Supports CRM 4.0 and NAV 2009 R2 and future versions
• Supports CRM online and “on-premise” installation
• Available (free) for customers on BREP holding valid licenses for both CRM and NAV.
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CRM Connector for Dynamics NAV
• User friendly UI for configuring data mapping
• Development Tools available
• Build-in Scheduling option
• One or two-way integration option
• Connector is not localized (W1)
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CRM connector setup
CRM NAV
CRM Web Services
NAV Web Services
Client
CR
M A
dapter
Connector for
Microsoft Dynamics N
AV
Ad
ap
ter
Maps
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CRM Connector Architecture
Integration Client
Solution Templates
Map Authoring
Runtime StatusDocument Mediation
Integration Service
Scheduling Service
Transform Service
Exception Mgmt
Tracing & Logging
Integration Adapters
Dynamics CRM Adapter
Dynamics NAV Adapter
Notification Service
Integration Database
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What entities* are integrated in R2?
NAV EntityCustomer
ContactItem/Resource
Sales OrderSales InvoiceSalesperson
CRM EntityAccountContactProductOrder**InvoiceERP System User
* Plus supporting entities such as Currency** An Order can be initially created in CRM then synced once to NAV
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Running a Map from CRM to NAV
CR
M
Return changelist
Return entity
Return deleted listC
on
nect
or
Ask CRM for changes since last run
Ask CRM for each entity
Send each changed Entity to NAV
Ask CRM for deletions since last run
Send deletion to NAV for each deleted entity
Store last run timestamp
NAV
Receive and save new/changed entity
Delete entity
Tim
e
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NAV Integration Management• Integration ID
– Shared, foreign GUID across CRM and NAV
• Integration Record, Table 5151– Links Integration ID
to 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 Managemen
t
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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>
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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
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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
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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
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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
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Online Payment Service
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Online Payment Service
E-Commerce
Retail shops
Dynamics ERP
On Premises /Back Office
POS
Payment Service
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Pensio
Payment Services
for Microsoft Dynamics
Dynamics AX 2009
Microsoft Dynamics Payment Services model
Dynamics POS 2009
Dynamics RMS 2.0
Dynamics NAV 2009 R2
First Data
CyberSource
*Add
ing
prov
ider
s to
exp
and
glob
al a
nd
loca
l cov
erag
e an
on-
goin
g ef
fort
Dynamics GP 10
Other Providers*
PayPal
NetGiro (cnp)
Current support is for US and Canada
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What’s new in NAV 2009 R2Development, Integration & Installation
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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
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Page Design
• Enhanced support for RTC development– New Page Wizard with fact box selection– Improved naming Fact boxes and Actions– Structure highlights
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Page Design
Standard naming - Before
After
Highlights Wizard
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Go to Definition
• Jump to defition of object or function Ctrl+12
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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
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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
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Report Design
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Treeview• Grouping of data option
– A visual tool (no keying in)
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.NET Interoperability
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NAV 2009 – Runs on .NET
SQL Server
NAV
.....IF A>B THENBEGIN B:=A; A:=0;END;.....
.....
.locals init ([0] int32 a, [1] int32 b) IL_0000: ldc.i4.1 IL_0001: stloc.0.....
C/AL
.NET IL
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NAV 2009 SP1 – Inbound .NET
NAVServer
SQL Server
NAV
.....IF A>B THENBEGIN B:=A; A:=0;END;.....
C/ALWeb Services
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NAVServer
SQL Server
NAV
.....IF A>B THENBEGIN B:=A; A:=0;END;.....
C/AL
NAV 2009 R2 – Outbound .NET
NAV 2009 R2 C/AL to .NET Interoperability
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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
Aassembly 1
.NET Object List
.NET Object 1
.NET Proxy 2
.NET Object List
.NET Object 2
Assembly 2
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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 ToolingAssembly
1
Assembly 2 RTC Client
Assembly 2
NAV ServerAssembly
1
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New Installation options
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Remote & Roaming Users
Local Microsoft Dynamics NAV RoleTailored Client
Benefits of using the local Microsoft Dynamics NAV client• Integration to local applications vs. integration on
server• Rich local client experience vs. remote desktop• No need for additional infrastructure for example a
Citrix Server
Microsoft SQL Server
Microsoft Dynamics NAV Service Tier
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New Features to support Remote/Roaming• Login screen when connecting to remote
server• Support for server-side certificates to
ensure communication validity
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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)
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Implementation Considerations• Security
– Firewall– Server side Certificate (SSL)– UserName vs. Windows authentication
• Client side processing (COM / .net interop)– Performance impact
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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
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Application Virtualization ofMicrosoft Dynamics NAV
Microsoft SQL Server
Microsoft Dynamics NAV Service Tier
StreamedMicrosoft Dynamics NAV RoleTailored Client
Benefits of streaming the Microsoft Dynamics NAV client• No Microsoft Dynamics NAV 2009 client needs to be
installed locally• Central management of Microsoft Dynamics NAV client
installations is possible
App-V Server
App-V Client
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Use App-V Mgmt Console to import package from Content share, create application, and assign to AD Security Group.
Package is available for Streaming , 3rd Party ESD, or Standalone distribution.
App-V client reads on launch, runs app local or via TS.
App-V Sequencer
Sequenced app and place on Content share.
App-V Infrastructure – How It Works
App-V Management Server (content)
App-V Management Console
App-V Terminal Server
Desktop PC
Virtual App is loaded into cache and icons and files are available to user.
Virtual App is delivered to the client (RTSP/Http/ MSI/ESD).
StandaloneMode (MSI)
Streaming Server (RTSP)
IIS Server(optional) (HTTP)
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Business Data Visualization
• Graphical ”BI” components now standard features (must be installed from the ”DVD”)
• Treemap• Timeline
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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
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Upgrading to NAV 2009 R2With RTC
58
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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
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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?
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Best practice ...• Keep client and objects on same version
– If you want support– Only ok if 2009 SP1 and R2 runtime
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Training & CertificationOverview
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Launch Portal - Your one stop shop
Readiness & Training Incl. Hot Topics and ISV RTCUpgrade Series (Hands-on-Lab)
Microsoft Dynamics NAV 2009 Launch Portal:https://mbs.microsoft.com/partnersource/marketing/campaigns/prospect/launchmdnav?r=18&l=5
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Generic Hot Topics
Making Role Centers Work for You
Strategy and Roadmap Update
What’s New in Microsoft Dynamics NAV 2009
Demystifying Microsoft Dynamics NAV 3-tier Deployments
Add-ins for the RoleTailored Client (Client Extensibility)
Find all Hot Topics here...
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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...
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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
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New material coming soon !
• Demo Scripts to release in Q4 CY2010• Connector for Microsoft Dynamics• Online Payment services for Microsoft Dynamics NAV• Business Data Visualization
• Two new Technical titles to release in Q4 CY 2010• Upgrading Microsoft Dynamics NAV 2009 Native to Microsoft SQL
Server• SharePoint Technologies and Microsoft Dynamics NAV 2009
• Two new Non-Technical titles to release in Q4 CY 2010• Selling the Business Value of Microsoft Dynamics NAV 2009 • Selling the Business Value of Upgrading to Microsoft Dynamics
NAV 2009
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New R2 Demo setup to be released• The NAV 2009 R2 demo setup (formerly
Virtual PC) will transform to Virtual Machine (Windows server 2008, Hyper-V)– Release expected in December 2010– Whitepaper about using/installing the NAV
image in Hyper-V will follow
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Wrap upIncl. Q & A
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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
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© 2010 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and [list other trademarks] are trademarks of the Microsoft group of companies.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the
date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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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