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

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

Dynamics NAV Product Strategy & 2009 R2 update

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)

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

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

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.

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

All news in R2 located on the ”DVD”

Documentation like

”Changes.doc”

What’s new in NAV 2009 R2UI & Application

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

What’s new in UIWindows 7 features

– Start & Task bar• Pinning favorites• Jump Lists

– Information by icons (thumbnails)• Icons shown• Static & dynamic

information

What’s new in UI

• Filter on subforms– Shift+F3

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

System Indicator

Printer Selection

CRM Connector for NAV

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.

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)

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

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

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

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

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

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>

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

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

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

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

Online Payment Service

Online Payment Service

E-Commerce

Retail shops

Dynamics ERP

On Premises /Back Office

POS

Payment Service

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

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

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

Page Design

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

Page Design

Standard naming - Before

After

Highlights Wizard

Go to Definition

• Jump to defition of object or function Ctrl+12

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

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

Report Design

Treeview• Grouping of data option

– A visual tool (no keying in)

.NET Interoperability

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

NAV 2009 SP1 – Inbound .NET

NAVServer

SQL Server

NAV

.....IF A>B THENBEGIN B:=A; A:=0;END;.....

C/ALWeb Services

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

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

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

New Installation options

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

New Features to support Remote/Roaming• Login screen when connecting to remote

server• Support for server-side certificates to

ensure communication validity

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)

Implementation Considerations• Security

– Firewall– Server side Certificate (SSL)– UserName vs. Windows authentication

• Client side processing (COM / .net interop)– Performance impact

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

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

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)

Business Data Visualization

• Graphical ”BI” components now standard features (must be installed from the ”DVD”)

• Treemap• Timeline

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

Upgrading to NAV 2009 R2With RTC

58

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

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?

Best practice ...• Keep client and objects on same version

– If you want support– Only ok if 2009 SP1 and R2 runtime

Training & CertificationOverview

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

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...

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...

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

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

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

Wrap upIncl. Q & A

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

© 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.

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