Microsoft Dynamics NAV 2009 SP1New Features and Enhancements

ContentPartner Productivity

● Client Extensibility● “About This Page”● “About This Report”● Improvements to Page Designer● Improvements to Report Designer● Other Productivity Features● Server/AD Configuration Tool

Customer Productivity

● Matrix Pages Redesign● Short-Cuts and Arrow Keys● “Filter as You Type”● Next and Previous Record in Cards● Drill Through to Reports● Enhanced Splitter● Inline Calculation

● Other Data Entry Features● Save View● Enhanced Progress Indicator● Page Search● Page Enhancements● Light-Up Services● Revert Local Personalization

SE and Quality Improvements

● VAT 1:1 Relationship With G/L● Jobs and Resource Order● Microsoft Dynamics NAV RIM● Warehousing● Reports● Reports – Paging ● Local Functionality Update● Improvements to Web Services● Server Scalability and Performance

Partner Productivity

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● Offer custom controls integrated with data, business logic and UI of the RoleTailored client

● Supported by development guide, tools & samples

Benefits• Enhances the RTC extensibility story to support many new

scenarios as ISVs can offer specialized controls for Microsoft Dynamics NAV

• Opens new market for Partners:• VARs: use solutions with ISV control Add-ins in customer

projects

• ISVs: create solutions with Add-ins enabling 3rd party controls for NAV

• ISVs: create their own specialized controls for NAV

Client Extensibility

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Client Extensibility

“About This Page” ● Allows you to see all data and metadata used to

build the current page● Like “Zoom” in Classic Client

Benefits• Allows customers and partners to troubleshoot

issues on pages more easily

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“About This Page”

“About This Report”● Zoom on reports which worked in Microsoft

Dynamics NAV 2009 has been aligned with the new “About this Page” feature and is called “About this Report”

● New shortcut is CTRL+ALT+F1 and opens the “About this Report” window providing the information on the page you want to know about.

● Because of memory optimizations, the dataset is not stored to the full extent. We therefore need to activate “About this Report” to enable the client to keep the data set. The client needs to be restarted to disable this stateBenefits• User can zoom the dataset of the report and

can do debugging if necessary, based on the data shown in the dataset

Improvements to Page Designer● Run button in Page Designer● Ability to assign emphasis to fields for Pages● Can make own Action groups● Wizard for cards, lists and Infopart pages● Compiler check for well-formed Pages

Benefits• Developers working on the Page objects are

more productive

Improvements to Report Designer● Visual Web Developer 2008 is now supported● Matrix reports can

now be created

● External Images supported. New property on report level; default “No”

Benefits• Report Definition Language Client (RDLC) Reports can

be modified without the need to purchase Visual Studio

• Matrix reports give the users more and better information

• External images, e.g., from a SharePoint site, can be used

Other Partner Productivity Features

● Displays clearly which NAV Server is currently used

● Fob imports are now done without C# generation errors, even without COM type libraries installed on import-machine

● Window for errors and warnings for NAV Server incompatible functions

Benefits• Better usability for partners in development scenarios

and removes security concerns about server

• Lower admin. and maintenance cost for partners by easing deployment

• Developers working on code for both RTC and C/SIDE are more productive

Server/AD Configuration Tool● Tool for configuration of NAV Server and Active

Directory● Will be released on PartnerSource

Benefits• Lower setup cost of three-tier configurations

Customer Productivity

Matrix Pages Redesign● New one-page design for eight matrix pages

within G/L and Sales Budgeting, Dimensions, Resource Capacity, and Production Forecast

● In-grid editing● Matrix refresh when changing filters

Benefits• All-in-one overview

• More productive, more user-friendly

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Matrix Pages Redesign

Short-Cuts and Arrow Keys● Simplified and reorganized shortcuts (easier to

remember and to use)● Added new productivity shortcuts, i.e. Shift+F12

which returns you to the Role Center, and several other productivity short-cuts have been added

● In editable lists, arrow keys work like in Classic/Excel (quicker cell navigation)

Benefits• It is easier to learn, remember and use shortcuts

• Enhanced user productivity

• Easier mapping to Classic shortcuts

“Filter As You Type” (FAYT)

● Filter as you type (personalization option to disable)

● Automatic completion of user-entered values● As in Classic Client + more● Holding down the Ctrl+F4 keys will e.g., open the

drop-down filter field under Sell-to-Customer-No.: thereby making it easier to filter as you type without using the mouse etc.

Benefits• Auto-complete for more efficient data entry, in more places than

Classic

• Filter on various fields (in Classic was just No. & Search fields)

• Behavior can be made similar to alt. search field for Classic users

• Finer user control over FAYT

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“Filter As You Type”

Next and Previous Record in Cards● In task pages you can browse to next and

previous record from the original list without closing and reopening the card

● As in Classic Client

Benefits• Easier data browsing and navigation

Drill Through to Report● In Microsoft Dynamics NAV 2009 it is possible to

drill through to pages from a report. For SP1, it is now also possible to drill through to a report from a report

● Filters can be used to drill from one report to another

Benefits• User can drill through on specific data in reports

and view the underlying report

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Drill Through to Report

Enhanced Splitter

● Splitter to set the minimum number of lines in a sales order, quote, etc.

● Splitters in Role Center page for personalized layout

Benefits (customers)• Enhanced daily productivity and ease-of-use

Inline Calculation● Use a field to calculate a value ● Enter simple expressions in a field make

calculations on-the-fly● As in Classic Client

Benefits• Customer productivity – allows the user to

calculate values without having to launch a calculator

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Inline Calculation

Other Data Entry Features● Filter to this value in lists (similar to F7 in Classic

client) now has been dedicated a new short-cut key (Alt+F3)

● Copy Cell in lists for copying single values● Improved Field Chooser menu in advanced filter

pane and chart (mouse wheel support, improved keyboard and visual layout)

● Copy Previous in lists has been dedicated a new short-cut key (F8)

● New short-cut key (Alt+Enter) for moving to cell below without opening FAYT lookupBenefits• Enhanced daily productivity and ease-of-use

for users

Save View● Tailor your own list place to fit your specific needs● In the filter action menu, you will find a new

action – “Save View”

Benefits• End-users can easily create their own views of

lists

• A super-user or partner can easily create a view and deploy to a group of users

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Save View

Enhanced Progress Indicator● Provides the user with visual

indicators when the system is busy processing

● Also on reports● Progress Indicator shown if dataset takes more

than few seconds to create● Displays how long the reports have been

executed● Displays how many rows have been received

● Option for CancelBenefits• Better user experience for end-user

• Better ‘perceived performance’ by providing the user with status updates

Page Search● Search for pages, report views and any item in

navigation structure using a search UI similar to Internet Explorer & Outlook

● Attached short-cut for Page Search (Ctrl+F3), makes the page search process much faster

Benefits • No need to browse Departments pages

• Very quick navigation to pages, reports, etc

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Page Search

Page Enhancements● Style – allows a developer to add color and

emphasize values● SaveValues – will save option- and filter values (…

as in Classic Client)● RefreshOnActivate – will automatically update the

page when changed (…as in Classic Client)

Benefits• Improved UI increases end-user productivity

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MS Dynamics Online Connect● End-user relevant and up-to-date NAV information

right in the UI● Information targeted to the role of the user● Information specific to an end-user (for example:

learning, progress in courses)

Benefits • Connect end-users with other NAV users in order

to share knowledge

• Take advantage of CustomerSource

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MS Dynamics Online Connect

Revert Local Personalization● Customize menu also includes “Delete

Personalization Settings”, where the user can reset various settings stored locally in the RoleTailored client

Benefits• Users can reset certain usage decisions

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Revert Local Personalization

SE and Quality Improvements

VAT 1:1 Relationship With G/L● New 1:1 relationship

● Table added with link between VAT and G/L entries

● In addition, Line and Invoice Discount postings have separate VAT specifications (not aggregated into sales posting’s VAT)

Benefits• Enables G/L-VAT reconciliation reports (audit reports)

• Controller/auditor can verify each G/L entry’s corresponding VAT entry and vise versa.

● Outstanding Orders, Amount Rec. Not Invoiced on Job Task Lines

● Improved transparency and traceability after posting purchase orders

● Job Ledger entries always based on actual cost. ● New option: Automatic Update Job Item Cost

Benefits• Ensures actual cost when calculating WIP

• Improved control of costs on a Job

Jobs and Purchase Order

Microsoft Dynamics NAV RIM● Improvement of the import/export function

● Able to handle all table data types (except Binary, BLOB, Table filter and Record ID)

● Migration Overview – new options● Turn on/off validation of table relations● Exclude imported fields from the Apply Data

function● Navigation

● Handling of migration errors made more flexible

Benefits• Make the data migration process more effective

• Minimize the need for making customer specific data-import functions

Warehousing● Fixes and design consolidation

● Warehouse granularity● Multiple Unit of Measures● Partial scenarios with Item Tracking

Benefits• General enhancements to make the product

more appealing and the customers more productive

Reports● A number of errors on reports identified while

testing the new layout for reports have been fixed

Benefits• A more reliable reporting experience in

Microsoft Dynamics NAV 2009 RTC

Reports – Paging● Executed reports sent in chunks to the requesting

client - impacting memory footprint on server dramatically. Microsoft Dynamics NAV 2009 contained the complete data set in memory before handing over to the client - SP1 will only contain a single chunk on the Server

● Chunks sent to client are processed while dataset is being processed on Server

● Possibility to cancel a report execution● Note! Report paging is not supported when

SAVEASPDF and SAVEASEXCEL executed on server

Benefits• Memory load on Server is reduced dramatically when

large reports are activated

Local Functionality Update● Austria: VAT Statement changes in 2009● Germany: DE - NAV - GDPdU ● India:

● Service Tax functionality for apply and unapply payment and invoice separately

● Reversal of Service Tax entry in case of journal reversal● VAT adjustment with item tracking and account assignment

● Netherlands: ● Changes needed to support SEPA● XBRL files required by NL government

● Spain: ● NAV 6.0 VAT Registration Number validation changes● NAV 5.0 SP1 change in 347 report format● NAV 5.0 SP1 ES sales & purchase statutory books must be reported

electronically● Switzerland: Swiss Electronic Payment update 2008● United States: Use Tax modification for US Sales Tax

Benefits• Compliance with local regulations to better meet

customers’ expectations of the solution

Improvements to Web Services● Web services accept standard encoded Company

names in URLs● Standard %-based encoding

● The existing _-based custom encoding are replaced with a standardized encoding scheme: RFC 3986

● Same as used in RTC● Company names listed in clear text

● Performance improvements● Connects faster to NAV on subsequent calls● Per call overhead time reduced. Proportional to the

document size sent back & forth

Benefits• Company names display more clearly• Combined RTC and WS scenarios now work for multiple

companies• Needed encoding is standardized• Faster execution of many web service scenarios

Server Scalability and Performance● Improved performance and scalability● Allows connections across multiple time zones

Benefits• A more reliable, faster, and scalable solution for mid-

market customers