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Table of Contents i Introduction 0-1 Welcome ............................................................................................................ 0-1 Microsoft Dynamics Courseware Contents ........................................................ 0-2 Documentation Conventions .............................................................................. 0-3 Student Objectives ............................................................................................. 0-4 Chapter 1: Client/Server Integrated Development Environment (C/SIDE) 1-1 Objectives ........................................................................................................... 1-1 Introduction......................................................................................................... 1-1 Basic Objects in Microsoft Dynamics NAV ......................................................... 1-2 C/SIDE Fundamentals ........................................................................................ 1-3 The Physical and the Logical Database ............................................................. 1-8 Integration Tools ............................................................................................... 1-10 Summary .......................................................................................................... 1-12 Quick Interaction: Lessons Learned ................................................................. 1-13 Chapter 2: Tables 2-1 Objectives ........................................................................................................... 2-1 Introduction......................................................................................................... 2-1 Table Fundamentals ........................................................................................... 2-2 Primary and Secondary Keys ........................................................................... 2-10 Demonstration: Create a Simple Table ............................................................ 2-12 Table Relationships .......................................................................................... 2-17 Demonstration: Table Relations ....................................................................... 2-21 Special Table Fields ......................................................................................... 2-29 Demonstration: Special Table Fields ................................................................ 2-31 Table Types and Characteristics ...................................................................... 2-41 Lab 2.1 - Create a Table .................................................................................. 2-53 Summary .......................................................................................................... 2-57 Test Your Knowledge ....................................................................................... 2-58 Quick Interaction: Lessons Learned ................................................................. 2-59 Chapter 3: Forms 3-1 Objectives ........................................................................................................... 3-1 Introduction......................................................................................................... 3-1 Form Fundamentals ........................................................................................... 3-2 Demonstration: Create a Simple Form ............................................................... 3-8 Form Types and Characteristics....................................................................... 3-24 Demonstration: Create a Card Form ................................................................ 3-34 Demonstration: Create a List Form .................................................................. 3-39 Demonstration: Link the Card Form and the List Form .................................... 3-41 Demonstration: Form and Subform .................................................................. 3-45 Lab 3.1 - Create a Card and a List Form .......................................................... 3-48 Standard Navigation ......................................................................................... 3-51 Summary .......................................................................................................... 3-53 Test Your Knowledge ....................................................................................... 3-54 Quick Interaction: Lessons Learned ................................................................. 3-55 Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement

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Page 1: Na2009 enus devi_toc

Table of Contents

i

Introduction 0-1

Welcome ............................................................................................................ 0-1 Microsoft Dynamics Courseware Contents ........................................................ 0-2 Documentation Conventions .............................................................................. 0-3 Student Objectives ............................................................................................. 0-4

Chapter 1: Client/Server Integrated Development Environment (C/SIDE) 1-1

Objectives ........................................................................................................... 1-1 Introduction ......................................................................................................... 1-1 Basic Objects in Microsoft Dynamics NAV ......................................................... 1-2 C/SIDE Fundamentals ........................................................................................ 1-3 The Physical and the Logical Database ............................................................. 1-8 Integration Tools ............................................................................................... 1-10 Summary .......................................................................................................... 1-12 Quick Interaction: Lessons Learned ................................................................. 1-13

Chapter 2: Tables 2-1

Objectives ........................................................................................................... 2-1 Introduction ......................................................................................................... 2-1 Table Fundamentals ........................................................................................... 2-2 Primary and Secondary Keys ........................................................................... 2-10 Demonstration: Create a Simple Table ............................................................ 2-12 Table Relationships .......................................................................................... 2-17 Demonstration: Table Relations ....................................................................... 2-21 Special Table Fields ......................................................................................... 2-29 Demonstration: Special Table Fields ................................................................ 2-31 Table Types and Characteristics ...................................................................... 2-41 Lab 2.1 - Create a Table .................................................................................. 2-53 Summary .......................................................................................................... 2-57 Test Your Knowledge ....................................................................................... 2-58 Quick Interaction: Lessons Learned ................................................................. 2-59

Chapter 3: Forms 3-1

Objectives ........................................................................................................... 3-1 Introduction ......................................................................................................... 3-1 Form Fundamentals ........................................................................................... 3-2 Demonstration: Create a Simple Form ............................................................... 3-8 Form Types and Characteristics....................................................................... 3-24 Demonstration: Create a Card Form ................................................................ 3-34 Demonstration: Create a List Form .................................................................. 3-39 Demonstration: Link the Card Form and the List Form .................................... 3-41 Demonstration: Form and Subform .................................................................. 3-45 Lab 3.1 - Create a Card and a List Form .......................................................... 3-48 Standard Navigation ......................................................................................... 3-51 Summary .......................................................................................................... 3-53 Test Your Knowledge ....................................................................................... 3-54 Quick Interaction: Lessons Learned ................................................................. 3-55

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Chapter 4: Pages 4-1

Objectives ........................................................................................................... 4-1 Introduction ......................................................................................................... 4-1 Page Fundamentals ........................................................................................... 4-2 Page Designer .................................................................................................... 4-8 Demonstration: Create a Simple Page ............................................................. 4-13 Page Types and Characteristics....................................................................... 4-25 Design Pages: Best Practices .......................................................................... 4-34 Demonstration: Create a Card Page ................................................................ 4-35 Demonstration: Create a List Page .................................................................. 4-38 Demonstration: Page and Part Page ................................................................ 4-39 Lab 4.1 - Create a Card, a List and a ListPart Page......................................... 4-42 Summary .......................................................................................................... 4-45 Quick Interaction: Lessons Learned ................................................................. 4-46

Chapter 5: Introduction to C/AL Programming 5-1

Objectives ........................................................................................................... 5-1 Introduction ......................................................................................................... 5-1 C/AL Programming ............................................................................................. 5-2 Intrinsic Data Types ............................................................................................ 5-5 Identifiers, Variables and Syntax ...................................................................... 5-13 The Syntax of Identifiers ................................................................................... 5-14 Variable Scope ................................................................................................. 5-14 Variable Initialization ........................................................................................ 5-15 Demonstration: Data Types and Variables Initialization ................................... 5-15 Lab 5.1 - Investigate Data Types...................................................................... 5-20 Summary .......................................................................................................... 5-22 Test Your Knowledge ....................................................................................... 5-23 Quick Interaction: Lessons Learned ................................................................. 5-24

Chapter 6: Assignment Statements and Expressions 6-1

Objectives ........................................................................................................... 6-1 Introduction ......................................................................................................... 6-1 Assignment Statements ..................................................................................... 6-2 The Syntax of Statements .................................................................................. 6-2 Automatic Type Conversions.............................................................................. 6-4 Demonstration: Use Assignment Statements and the Symbol Menu ................. 6-5 Expressions, Terms, and Operators ................................................................... 6-9 The Syntax of an Expression ........................................................................... 6-11 The String Operator .......................................................................................... 6-11 Demonstration: Use the String Operator .......................................................... 6-12 Function Calls in Expressions .......................................................................... 6-13 Demonstration: Use the MAXSTRLEN and the COPYSTR Function ............... 6-14 Numeric Expressions ....................................................................................... 6-16 Arithmetic Operators ........................................................................................ 6-16 Demonstration: Use the Arithmetic Operators .................................................. 6-21 Relational and Logical Expressions.................................................................. 6-24 Relational Expressions for Comparison ........................................................... 6-25 Relational Expressions for Set Inclusion .......................................................... 6-27 Logical Expressions ......................................................................................... 6-28

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Demonstration: Use Logical and Relational Expressions in a Page ................. 6-30 Summary .......................................................................................................... 6-33 Test Your Knowledge ....................................................................................... 6-34 Quick Interaction: Lessons Learned ................................................................. 6-35

Chapter 7: C/AL Statements 7-1

Objectives ........................................................................................................... 7-1 Introduction ......................................................................................................... 7-1 Conditional Statements and Boolean Expressions............................................. 7-2 The IF Statement ................................................................................................ 7-2 The EXIT Statement ........................................................................................... 7-4 The CASE Statement ......................................................................................... 7-5 Compound Statements and Comments ............................................................. 7-6 The Syntax of Compound Statements ............................................................... 7-6 Compound Statement by Using Nested IF Statements ...................................... 7-8 The Syntax of Comments ................................................................................. 7-10 Demonstration: Use the IF, EXIT, CASE and Compound Statements in a Page7-11 Test Your Knowledge ....................................................................................... 7-20 Lab 7.1 - Use Conditional and Compound Statements .................................... 7-21 Arrays ............................................................................................................... 7-25 The Syntax of Arrays ........................................................................................ 7-26 The Power of Arrays ......................................................................................... 7-28 Strings as Arrays of Characters ........................................................................ 7-29 Repetitive Statements ...................................................................................... 7-30 Demonstration: Use Arrays and Repetitive Statements ................................... 7-35 The WITH Statement ........................................................................................ 7-45 Summary .......................................................................................................... 7-47 Test Your Knowledge ....................................................................................... 7-48 Quick Interaction: Lessons Learned ................................................................. 7-49

Chapter 8: C/AL Functions 8-1

Objectives ........................................................................................................... 8-1 Introduction ......................................................................................................... 8-1 Functions and Parameters ................................................................................. 8-2 Review Built-in Functions ................................................................................... 8-3 Demonstration: Use the DATE2DMY Function .................................................. 8-8 Test Your Knowledge ......................................................................................... 8-9 Essential C/AL Functions ................................................................................. 8-10 User Communication Functions ....................................................................... 8-19 String Functions ............................................................................................... 8-22 System Functions ............................................................................................. 8-25 Date Functions ................................................................................................. 8-28 Number Functions ............................................................................................ 8-31 Array Functions ................................................................................................ 8-32 Other Functions ................................................................................................ 8-34 Create Custom Functions ................................................................................. 8-38 Formal and Actual Parameters ......................................................................... 8-39 Local Functions, Variables and the EXIT Statement ........................................ 8-40 Demonstration: Create Custom Functions ....................................................... 8-41 Summary .......................................................................................................... 8-45

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Test Your Knowledge ....................................................................................... 8-46 Quick Interaction: Lessons Learned ................................................................. 8-47

Chapter 9: Reports 9-1

Objectives ........................................................................................................... 9-1 Introduction ......................................................................................................... 9-1 Reports Fundamentals ....................................................................................... 9-2 Types of Printing Reports ................................................................................... 9-7 Report Design Process ...................................................................................... 9-9 Design the Data Model ..................................................................................... 9-11 Demonstration: Create a Data Model ............................................................... 9-12 Design the Visual Element ............................................................................... 9-15 Demonstration: Design the Report Section ...................................................... 9-17 Demonstration: Modify Report Properties ........................................................ 9-27 Demonstration: Design the Report Layout ....................................................... 9-31 The Request Options Designer ........................................................................ 9-40 Demonstration: Design the Request Options Form .......................................... 9-41 Demonstration: Design the Request Options Page .......................................... 9-44 Grouping Within a Classic Report .................................................................... 9-47 Demonstration: Create Grouping For The Classic Report ................................ 9-48 Totaling in a Report .......................................................................................... 9-51 Demonstration: Create Totals For The Classic Report ..................................... 9-52 Demonstration: Create Grouping and Totals For The RoleTailored Report ..... 9-54 Demonstration: Add Some Advanced Features ............................................... 9-59 Lab 9.1 - Create a Basic Report ....................................................................... 9-67 Summary .......................................................................................................... 9-70 Test Your Knowledge ....................................................................................... 9-71 Quick Interaction: Lessons Learned ................................................................. 9-72

Chapter 10: Dataports and XMLports 10-1

Objectives ......................................................................................................... 10-1 Introduction ....................................................................................................... 10-1 Dataport Fundamentals .................................................................................... 10-2 Design Dataports .............................................................................................. 10-4 Demonstration: Create Dataports For Export ................................................... 10-8 Demonstration: Create Dataports For Import ................................................. 10-14 XMLPort Fundamentals .................................................................................. 10-17 Design XMLports ............................................................................................ 10-21 Demonstration: Create XMLports For Use In The Classic Client ................... 10-26 Demonstration: Create XMLports For Use In The RoleTailored Client .......... 10-33 Lab 10.1 - Create XMLports ........................................................................... 10-36 Summary ........................................................................................................ 10-40 Test Your Knowledge ..................................................................................... 10-41 Quick Interaction: Lessons Learned ............................................................... 10-42

Chapter 11: Codeunits 11-1

Objectives ......................................................................................................... 11-1 Introduction ....................................................................................................... 11-1 Codeunit Fundamentals ................................................................................... 11-2 Design Codeunits ............................................................................................. 11-3

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Use Codeunits .................................................................................................. 11-4 Demonstration: Define Variables, Text Constants and Functions in a Codeunit11-6 SMTP ............................................................................................................... 11-7 Summary .......................................................................................................... 11-9 Test Your Knowledge ..................................................................................... 11-10 Quick Interaction: Lessons Learned ............................................................... 11-11

Chapter 12: MenuSuites 12-1

Objectives ......................................................................................................... 12-1 Introduction ....................................................................................................... 12-1 MenuSuite Fundamentals................................................................................. 12-2 Create and Design MenuSuites........................................................................ 12-2 Upgrade MenuSuite ......................................................................................... 12-6 Demonstration: Create a MenuSuite For The Classic Client ............................ 12-7 Demonstration: Create A MenuSuite For The RoleTailored Client ................... 12-9 Lab 12.1 - Create MenuSuites ....................................................................... 12-12 Summary ........................................................................................................ 12-14 Test Your Knowledge ..................................................................................... 12-15 Quick Interaction: Lessons Learned ............................................................... 12-16

Chapter 13: Integration Options 13-1

Objectives ......................................................................................................... 13-1 Introduction ....................................................................................................... 13-1 Web Services ................................................................................................... 13-2 Demonstration: Create, Expose and Consume Web Services ......................... 13-6 ODBC ............................................................................................................. 13-18 Demonstration: Use Microsoft Dynamics NAV ODBC .................................... 13-22 C/FRONT ....................................................................................................... 13-25 OCX ................................................................................................................ 13-27 Demonstration: Use OCX Controls................................................................. 13-29 Automation Server .......................................................................................... 13-32 Demonstration: Create a Report with Automation .......................................... 13-35 Summary ........................................................................................................ 13-40 Test Your Knowledge ..................................................................................... 13-41 Quick Interaction: Lessons Learned ............................................................... 13-42

Appendix A: Solutions to Exercises A-1

Test Your Knowledge Answers (CH2) ............................................................... A-1 Test Your Knowledge Answers (CH3) ............................................................... A-3 Test Your Knowledge Answers (CH5) ............................................................... A-4 Test Your Knowledge Answers (CH6) ............................................................... A-6 Test Your Knowledge Answers (CH7 Part 1) .................................................... A-8 Test Your Knowledge Answers (CH7 Part 2) .................................................... A-9 Test Your Knowledge Answers (CH7 Part 2) .................................................... A-9 Test Your Knowledge Answers (CH8 Part 1) .................................................. A-11 Test Your Knowledge Answers (CH8 Part 2) .................................................. A-13 Test Your Knowledge Answers (CH9) ............................................................. A-14 Test Your Knowledge Answers (CH10) ........................................................... A-16 Test Your Knowledge Answers (CH11) ........................................................... A-18 Test Your Knowledge Answers (CH12) ........................................................... A-19

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Test Your Knowledge Answers (CH13) ........................................................... A-20

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