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Getting Started with Dynamics NAV 2013 Application Development
Getting Started with Dynamics NAV 2013 Application Development

Getting Started with Dynamics NAV 2013 Application Development: Using this tutorial will take you deeper into Dynamics NAV from a developer's viewpoint, and allow you to unlock its full potential. The book covers developing an application from start to finish in logical, illuminating steps.

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Getting Started with Dynamics NAV 2013 Application Development

Chapter 2. Getting Familiar with Dynamics NAV 2013

"You can learn new things at any time in your life if you're willing to be a beginner. If you actually learn to like being a beginner, the whole world opens up to you." – Barbara Sher

After getting the software installed with the right licensing in place, it's time to explore the software. One of the key productivity enhancers in Dynamics NAV is the consistent user interface since its first release in Version 1.0. The user interface allows any user to handle work from other departments, if there's ever a need, without having to learn how to navigate within the particular module.

In addition to Windows Client, the developer will need to get familiar with the Development Environment as well. As mentioned in the previous chapter, the Development Environment is the place where the developer will create the applications for the users to interact with.

In this chapter, we will dive into navigating around both the Windows Client interface as well...

But first, a little history


Prior to Dynamics NAV 2009, the Development Environment was actually the primary end user interface before Microsoft revamped the user interface that we now call the RTC.

One of the greatest technological breakthroughs with the original Navision (the name before it was called Dynamics NAV) was that the application-programming objects, the user interface, and the database all resided together in one file! Back in the late 1990s and early 2000s, no other software came close to having a design as efficient as this. This was the main menu for Navision Financials Version 2.0:

We're now more than a decade past 2000, and technology has changed quite a bit. Dynamics NAV has kept up to date with the latest technology that has the best impact for businesses. However, most of these improvements and updates are in the backend. This is an important reason why Dynamics NAV has never faded away. There were a couple of user interface improvements that largely look and feel very...

The Windows Client (WC) interface


As mentioned in the beginning of this chapter, one of the key user interface design considerations for Dynamics NAV is consistency. The consistent user interface is designed to make it easier for existing users to teach new hires how to use Dynamics NAV. This will allow the company to gain productivity from new hires more efficiently.

Additionally, the design concepts of Dynamics NAV fit in with the "look and feel" of other Microsoft products. Users familiar with using Windows will find it comfortable to use Dynamics NAV.

Microsoft is serious about this consistency, and even published a guideline for third-party developers that wish to create add-ons for Dynamics NAV. So even if you purchase any add-ons along with your solution, you can safely assume that the user will not notice that they're not using base Dynamics NAV. To learn a little more about the User Experience Guideline, go to the following site:

http://msdn.microsoft.com/en-us/library/jj128065(v...

Exploring the list page


The first type of page you'll see in Dynamics NAV is the list page. You can see this by clicking on the Customers tab shown here:

The list page displays a number of records—as many as the screen allows—in a particular table. The list page is typically used for searching for a particular record that you want to work with.

On most list pages, if there is relevant data associated with the particular record, you'll find it to the right of the list page. These "frames" of information are called FactBoxes.

FactBoxes allow the user quick access to the information without having to bring up any additional icon. The nice thing about FactBoxes is that they are customizable and reusable if you're creating a new page related to, in this case, the customer table.

Typically, numbers are shown in the FactBoxes. If you want further details on, for instance, the outstanding sales orders for a particular customer, all you need to do is click on that number and a new list page will be...

Personalizing the list page


On most list pages that you'll encounter, there will most likely be more fields than what's displayed on the screen. In addition, there will most likely be more of those little information boxes to the right of the list screen (called FactBoxes).

To access the customization menu, click on the icons as shown in the following screenshot:

From this screen, you can customize the columns, FactBoxes to the right, and the Ribbons on the top. Go ahead and click on Customize This Page... to bring up the customization options.

The customization options that you will see are as follows:

  • Display options: This screen allows you to control the behavior of the list page. You can choose to hide or show the Filter Pane and the FactBoxes. The Enable automatic filter in lookup fields option allows you to toggle the autocomplete feature.

  • Arrange by: This allows you to sort the list page by the predefined keys that are set for this table. You can sort the list screen based on the ascending...

Searching your data based on filters


On any of the list-type pages, you will be able to filter a specific value to generate a specific list of data. The filter option is usually located on the top-right corner of the screen.

The area that the first arrow is pointing to in the preceding screenshot is where the user can click to select the field to filter. Any field that's displayed on the page can be selected for filtering.

The area that the second arrow is pointing to is where the user can enter the filtering criteria. The values that are entered can be specific or wild cards. The value is also dependent on the data type, so this means that if you're filtering on the date value, you must enter data in the date format; if you're filtering an integer value, you will not be able to enter decimals. Here's the format that you can enter filters in:

Enter

This includes

10000

Everything equal to 10000

>10000

Greater than 10000

>=10000

Greater than or equal to 10000

10000..

Greater...

Exploring the card page


The card page gives you greater detail on a particular record. The card page is mainly used to insert, delete, or modify a record. This is just as with the list page described previously; on the right side of the card you'll see the FactBoxes related to this particular record. You can click on the numbers in the FactBoxes to bring up the list page to see how the number was derived.

Good real estate is scarce, especially if that real estate is your screen. The Dynamics NAV product team at Microsoft understands that everyone wants everything displayed on their screens. However, your screen is only so big. You can increase your screen resolution, but your eyes may hurt. In order to organize the large amount of data Dynamics NAV can capture on a single card page, data is grouped using FastTabs.

If you expand the FastTabs, you'll see the relevant information related to the respective FastTab. In our case, since we're looking at the customer card, the Communication FastTab...

Personalizing the card page


To access the customization screen on the card page, the steps are the same as accessing it from the list page.

What is missing from the card page customization is the ability to choose which columns to hide and display. The reason for this is that the card page does not have columns; they have fields that are predefined by the NAV developer.

Exploring the document page


The last page that we need to pay attention to is the document page. An example of the document page is the Sales Orders page. Go back to the home page and click on Sales Orders; then double-click on a sales order to see an example of a document page.

The usual layout is consistent to that of a card page. You have the FactBoxes to the right and the FastTabs to group the data. One thing unique to the document page is the lines within the page, which are called subpages.

This allows for the entry of detailed information in respect to the header record. In this case, since we're looking at the sales order page, the header is where the sales order number is generated. This is where we put the customer number, the customer purchase order number, and the shipping location for the order. Lines is where we put which items and services the customer will be ordering from us.

You will typically find the document page on any order screen (purchase and sales), a few master...

Exploring the rest of the RTC environment


There are a lot of other types of pages in the RTC, but it really just boils down to the three types that I have listed previously. These three terms are all that's necessary for you to speak intelligently with a Dynamics NAV consultant when talking about modifications that you need. If you need to know the proper naming convention for the different types of pages, they can be found on this link: http://msdn.microsoft.com/en-us/library/jj651618(v=nav.70).aspx.

I would encourage you to click around the RTC environment and get used to the "look and feel". As I've mentioned earlier, there's no way to become an awesome developer if you cannot find where you need to go. Being lost is not awesome.

There are also some simple walkthroughs that will take you through some of the modules. I highly recommend these walkthroughs as they will help you understand more about the capabilities of Dynamics NAV. They will also help you understand what is provided out of...

The Development Environment interface


The Development Environment is the place where any code and any of the visual aspects of Dynamics NAV are programmed and designed. The look and feel of the Developer Environment is distinctly different from the Windows Client.

All the programming and visual design elements of the Development Environment are located in objects accessed through a screen called Object Designer . An object represents things like a single table that stores data, or a report that presents data as a sales order or invoice. Objects are explained in more depth later. If Object Designer is not already open when you start the Development Environment, go to Tools | Object Designer.

There are seven types of objects in Dynamics NAV. They are:

  • Tables: Tables are where the data is stored. In Dynamics NAV, most of the business rule validation coding occurs at the table level as the users are entering the data. The reason for this design is so that you can create many pages and other interfaces...

Summary


In this chapter, we've described the differences between the Windows Client and the Development Environment. The WC is the main interface where the end users enter and retrieve data for their day-to-day operations. The Development Environment is the main interface where the Dynamics NAV developers make changes to the interface, to the table structure, and to the RTC.

Understanding how to navigate within the interface will help us as we go through the development of the application because we will know exactly where to go to make these changes appear for the end users. In addition, being familiar with the interface allows us to "copy and paste" similar functions that we want to replicate.

If you would like more information on the Dynamics NAV Windows Client user interface design, and on the different pages that are available, visit this site:

http://msdn.microsoft.com/en-us/library/jj128065(v=nav.70).aspx

In the next chapter, we will take a closer look at the data structure of Dynamics...

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Key benefits

  • Understanding user requirements and drawing inspiration from existing functions
  • Creating the application and integrating it into standard Dynamics NAV
  • Presented in a simple tutorial style, with a resource to get a free trial full version to help you get started

Description

So, your company has made the wise decision to use Dynamics NAV as its main business software for all its enterprise resource planning. Dive in and learn the ins and outs of the software from a development standpoint and unlock the software's full potential.The book will walk you through creating an application from start to finish. Once you know how to create a working application that users can access, you will have the knowledge and the resources needed to create other applications based on the tutorials covered in this guide.You will start by obtaining a free trial version of Dynamics NAV and then be introduced to the world of analyzing and deriving user problems into a requirements list. Finally, you will be shown how to use the software to knock out these requirements. You will learn everything you need in order to begin creating your own applications, from translating the user's requirements to creating and modifying your system applications. Use Dynamics NAV's capability to create an application and address the user's needs, while also learning best practices and simple solutions. "Getting Started with Dynamics NAV 2013 Application Development" will help you on your way to becoming a great developer!

Who is this book for?

"Getting Started with Dynamics NAV 2013 Application Development" is for any user who uses Dynamics NAV as their main business software. This is also for any developers who may be familiar with other accounting software and wish to get into developing within the Dynamics NAV field.

What you will learn

  • Learn how to ‚Äúlook under the hood‚Äù for existing application functions
  • Work within the application environment to create relevant projects
  • Create and modify an application that is to the user s specification
  • Relate the application object to the standard system
  • Explore functionalities and relationships to get your application working efficiently

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : May 23, 2013
Length: 230 pages
Edition : 1st
Language : English
ISBN-13 : 9781849689489
Vendor :
Microsoft

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Product Details

Publication date : May 23, 2013
Length: 230 pages
Edition : 1st
Language : English
ISBN-13 : 9781849689489
Vendor :
Microsoft

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Table of Contents

9 Chapters
Getting Dynamics NAV 2013 on Your Computer – For (Almost) Free Chevron down icon Chevron up icon
Getting Familiar with Dynamics NAV 2013 Chevron down icon Chevron up icon
Exploring the Data Structure and Basic Layout of Dynamics NAV Chevron down icon Chevron up icon
Determining a Task List Chevron down icon Chevron up icon
Finding Similar Functions for Inspiration Chevron down icon Chevron up icon
Creating the Application – Tables Chevron down icon Chevron up icon
Creating the Application – Pages and Reports Chevron down icon Chevron up icon
Extending Our Application Chevron down icon Chevron up icon
Dynamics NAV Modules to Address the Specific Needs of Your Business Chevron down icon Chevron up icon

Customer reviews

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Venus 1022 Jul 29, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is a great book for first time developers and advanced users that want to begin developing. Highly recommend this book.
Amazon Verified review Amazon
James Liang Sep 19, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Our company implemented Dynamics NAV in 2013 replacing our SAP B1 system. After the implementation, I looked for training materials to help me get into the development environment in Dynamics NAV since it was very simple for me to do modifications in the system. After going through a couple other Navision books as well as the official training material, I found Alex's book was the most helpful in going through the development environment in Dynamics NAV. Not only does this book goes over the technical part, it also touches on how to navigate around and using the application, which is often missing in technical books.Overall I highly recommend this book to anyone wanting to learn how to do development in Dynamics NAV.
Amazon Verified review Amazon
Ramón Alonso Aug 11, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
El libro explica las bases del funcionamiento de Nav y como empezar a desarrollar. Aunque es una introducción al producto, está muy bien explicado y va paso a paso. Es un libro recomendable.
Amazon Verified review Amazon
Renato Fajdiga Sep 21, 2014
Full star icon Full star icon Full star icon Full star icon Full star icon 5
It's really good book, but how to access support files? I tried via pack but cant find it or download it, so can someone help?
Amazon Verified review Amazon
Sean Bryant Jun 15, 2015
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
I purchased the paperback edition covering the 2013 NAV version of software.The book is well written with a bit of humor that keeps it from being a dry and boring read.This is definitely a "Getting Started" book. It does not go into any depth, but gives a brief overview of some topics. Reports are not covered, probably because reports are now handled through third party applications. Dataports - now XMLports - and CodeUnits are only mentioned. For someone who needs to re-familiarize with the software, get a taste of what has changed from much older versions of the software, or someone who knows nothing about Dynamics NAV, this is a decent start made more useful if you can actually follow along in the software.I got through the book in one day once I had the “cloud” license available (see below) and found almost everything easy to follow. There were a few points that took a bit to work through, and one or two errors but those were also easy to work through.The book is a bit expensive as a simple starting point, however having instructions and a guideline for how to get access to an actual Dynamics NAV environment (without having to purchase the software) made up for that. It is probably better to get another book for more in-depth knowledge. For someone who is not going to work behind the scenes, this book is useful to get an idea of what lies behind the forms, especially if you are going to make requests for changes to a Dynamics NAV databasee.A developer or programmer not familiar with Dynamics NAV will probably want to at least go on to a book that expands on the programming and designing environment. Someone who is just brushing up may be able to get enough out of just spending some time playing in the software.Notes about trying to follow along in software:I tried to download and install the 2013 version of the software but could never get in and spent a lot of time getting rid of the 2013 software and demo database, which is not removed when you uninstall the software: I ended up having to download and install the 2015 version of software to follow along in the book).There was a further complication. The demo version of software as downloaded and installed does not come with a license that allows access to actually create or change things. The book provides information to get a 30 day free trial of the software from “the cloud” (accessed through web browser); as of June 2015, that was still available from the source given in the book, however I had to contact Data Resolutions directly to ask them to provision the software environment for me.
Amazon Verified review Amazon
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