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Beschreibung

Implementing Microsoft Dynamics NAV in the real world often requires you to integrate the ERP with external applications or solve complex architectural tasks in order to have a final successful project. This book will show you how to extend a Microsoft Dynamics NAV installation to the enterprise world in a practical way.
The book starts with an introduction to Microsoft Dynamics NAV architecture and then moves on to advanced topics related to implementing real-world solutions based on NAV and external applications. You will learn how an enterprise distributed architecture with NAV at the core can be implemented.
Through a series of real-world cases on every topic and every industry (sales, retail, manufacturing, distribution, healthcare, and so on), you’ll see step by step how to efficiently solve a technical problem. These common problems encountered in a NAV implementation will be solved using the entire technology stack that Microsoft offers.
By the end of the book, you will have the knowledge to efficiently solve certain scenarios, you will know which is the best solution architecture to propose to a customer and how to implement it.

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Seitenzahl: 244

Veröffentlichungsjahr: 2017

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Table of Contents

Building ERP Solutions with Microsoft Dynamics NAV
Credits
About the Author
About the Reviewer
www.PacktPub.com
Why subscribe?
Customer Feedback
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. Introduction to Microsoft Dynamics NAV Architectures
Introducing Microsoft Dynamics NAV
Microsoft Dynamics NAV history
Microsoft Dynamics NAV architecture
Microsoft Dynamics NAV deployments
Differences between NAV deployments
Infrastructure costs
Performance
Growth of solutions
Upgrades
Performance and installation tips
Data tier (SQL Server Database)
Service tier 
Number of Microsoft Dynamics NAV service tiers
Server memory
Server CPU - cores and speed
Data cache size
Metadata provider cache size
Maximum concurrent calls
Maximum concurrent connections
C/AL performance
Summary
2. Configuring Microsoft Dynamics NAV Web Services
Microsoft Dynamics NAV web service protocols
Microsoft Dynamics NAV web service types
Page web services
Codeunit web services
Query web services
Using filter expressions in an OData URI
NAV web services configuration
SOAP Services tab settings
OData Services tab settings
Publishing NAV web services
Creating and publishing NAV web services
Checking NAV web services
Summary
3. Creating an Application Using NAV Web Services
Creating the NAV web service
Creating the consumer application
Reading NAV sales orders
Creating a NAV sales order
Testing the application
Using an OData web service
Extending the application for deleting NAV sales order lines
Using the SalesOrder web service (Page 42)
Using the sales order subform web service (Page 46)
Creating a cross-platform application
Tips and tricks
Summary
4. Using NAV Web Services with Microsoft Power BI
Introducing Microsoft Power BI
Publishing NAV data for Power BI
Loading NAV data on the Power BI desktop
Publishing your NAV dashboard to the Power BI portal
Microsoft Dynamics NAV content pack for Power BI
Summary
5. Integrating NAV Web Services and External Applications
An overview of the business scenario
Creating NAV business logic
Publishing the NAV objects
Creating the service layer
DALCustomers
DALShipmentAddresses
DALItems
DALPrices
DALOrders
Testing the solution
Solution deployment
Summary
6. Extending NAV Pages with Control Add-ins
A business case
Control add-in implementation
WinForms control add-in
Universal control add-in
Control add-in deployment
Summary
7. Programming Universal Windows Apps with NAV and Devices
Business case 1 - handling mobile informations with NAV 
An overview of Universal Windows Platform 
The solution - implementing the NAV business logic
The solution - implementing the integration layer
The solution - implementing the UWP application
Business case 2 - NAV and the Microsoft Band for healthcare
Business case 2 - developing the Band 2 application
Summary
8. Exploring Microsoft Azure and its Services
The Microsoft Azure platform
Azure Virtual Machines
Azure App Service
Azure Cloud Services
Azure Batch Services
Azure Scheduler
Azure Virtual Network
Azure Active Directory
Azure Storage
Azure Logic Apps
Azure SQL Database
Azure SQL Data Warehouse
Azure Analysis Services
Azure Service Bus
Azure Machine Learning
Azure Internet of Things (IoT) suite
Summary
9. Working with NAV and Azure App Service
The business scenario
Azure App Service 
Developing the solution
Deployment to Azure App Service
Summary
10. Implementing a Message-Based Architecture with Azure Service Bus and NAV
The business scenario
An overview of the Azure Service Bus 
Queues
Topics
Relays
Developing the solution
Configuring Azure Service Bus
Publishing NAV business logic for sales orders
Creating a Visual Studio solution for transmitting and receiving orders
Testing the application
Summary

Building ERP Solutions with Microsoft Dynamics NAV

Building ERP Solutions with Microsoft Dynamics NAV

Copyright © 2017 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First Published: March 2017

Production reference: 1170317

Published by Packt Publishing Ltd.

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ISBN 978-1-78712-308-3

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Credits

Author

Stefano Demiliani

Copy Editor

Safis Editing

Reviewer

Duilio Tacconi

Project Coordinator

Vaidehi Sawant

Commissioning Editor

Aaron Lazar

Proofreader

Safis Editing

Acquisition Editor

Rahul Nair 

Indexer

Mariammal Chettiyar

Content Development Editor

Rohit Kumar Singh

Graphics

Jason Monteiro

Technical Editors

Parag Topre

Vibhuti Gawde

Production Coordinator

Shantanu Zagade

  

About the Author

Stefano Demiliani is a Microsoft Certified Solution Developer (MCSD), MCSA, MCAD, MCTS on Microsoft Dynamics NAV, MCTS on Sharepoint, MCTS on SQL Server, and an expert on other Microsoft-related technologies.

He has a master’s degree in computer engineering from Politecnico of Turin. He works as a senior project manager and Solution Developer for EID (http://www.eid.it), a company that is part of the Navlab group (http://www.navlab.it), one of the biggest Microsoft Dynamics groups in Italy (where he’s also the chief technical officer).

He has a lot of experience in Microsoft Dynamics NAV (from the first versions of the ERP). His main activity is architecting and developing enterprise solutions based on the entire stack of Microsoft technologies (Microsoft Dynamics NAV, Microsoft Sharepoint, Azure, Cloud apps, and .NET applications in general and OLAP and BI solutions for data analysis) and he’s often focused on engineering distributed service-based applications.

He works as a full-time NAV consultant (with over 15 years of experience in handling international NAV projects) and is available for architecting solutions based on Microsoft’s ERP as well as for NAV database tuning and optimization (performance and locking management) and for architecting cloud solutions and applications.

He’s the author of various Microsoft Certified NAV add-ons (for example, the first cost accounting NAV add-on). He has written many articles and blogs on various Microsoft-related topics, and he’s frequently involved in consulting and teaching. He has worked with Packt Publishing for many books on Microsoft Dynamics NAV.

You can find out more about Stefano and get in touch with him by visiting http://www.demiliani.com  or via Twitter (@demiliani) or LinkedIn.

This book is the result of months of work and it’s a dream that comes true. Thanks to all the wonderful staff that has worked with me in these months (Rohit, Aaron, Rahul, Duilio): your support was unbelievable.

I would like to dedicate this book to my little daughter Sara: I love you, maybe a day you will be proud of me also for this! 

About the Reviewer

Duilio Tacconi is a senior Microsoft Dynamics NAV support engineer at Microsoft EMEA Customer Support and Services (CSS). He joined Microsoft in 2008 after working customer support with a focus primarily on the technical side of Microsoft Dynamics NAV. He was attracted to Microsoft Dynamics NAV starting from Microsoft Business Solution Navision 3.70 A and User Portal in 2004. Despite graduating with the highest score in Agricultural science, he is in the ERP circuit since 1998 as developer for several companies with Microsoft and non-Microsoft technologies. Currently, he is a subject matter expert in the EMEA region for RDLC reports and Microsoft EMEA CSS senior reference for Managed Service for Partner (NAV PAAS). Three times IronMan competition finisher, Duilio lives in Cernusco Sul Naviglio, Italy, with his beloved wife, Laura, and his new born son, Leonardo.

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Preface

I started my professional career in the IT world many years ago as a pure developer, and I’ve spent many years of my life developing custom applications from scratch with Microsoft technologies.

When more than 12 years ago I also started working in the ERP field (and, in particular, with Microsoft Dynamics NAV), I learned that when implementing an ERP solution, there are some business tasks that you can efficiently solve using the internal ERP programming language (C/AL for Microsoft Dynamics NAV), but there are also many tasks that require the usage of other technologies to be solved in a brilliant way.

During these years, I had the chance to be involved (directly or indirectly) in many different ERP projects in different functional areas, and I’ve always seen what I call a “bad habit”: the standard ERP developer (or Microsoft Dynamics NAV developer in this case) tries to solve all development tasks using what he knows best: the C/AL programming language! He forgets that outside the ERP box, there’s a world of technologies that permit you to have a final solution that rocks, and many times, I see solutions (especially when integrating Microsoft Dynamics NAV with other applications) that are solved using old technologies or in a bad way.

A typical example is integrating Microsoft Dynamics NAV with an external application: I see very often that the NAV developer proposes to create integrations via file exchange (CSV) too if the external application supports APIs based on web services, and only because he only knows C/AL.

The main goal of this book is to open the mind of the ERP developer and help him understand how to solve integration tasks in a modern (and efficient) way.

This is my mantra: not all tasks must be solved using C/AL. Leave C/AL for the internal ERP business logic!

In this book, we’ll cover many business scenarios that you can find when implementing an ERP solution (all of them come from the real world), and we’ll see how to solve them in a modern way using “service-oriented” solutions and cloud services.

What this book covers

Chapter 1, Introducing Microsoft Dynamics NAV Architectures, introduces you to Microsoft Dynamics NAV. This covers the history and the evolution of this ERP solution and helps you explore the different architectures that you can have when implementing a Microsoft Dynamics NAV ERP solution.

Chapter 2, Configuring Microsoft Dynamics NAV Web Services, introduces you to what Microsoft Dynamics NAV web services are and how you can publish the internal business logic to external applications using SOAP and OData web services.

Chapter 3, Creating an Application Using NAV Web Services, shows you how to implement an external application using .NET and Visual Studio, which interact with the Microsoft Dynamics NAV business logic using web services.

Chapter 4, Using NAV Web Services with Power BI, explains how you can expose the ERP data by using OData web services on the Power BI platform for data analysis and reporting.

Chapter 5, Integrating NAV Web Services and External Applications, shows how you can implement a real-world interface between Microsoft Dynamics NAV and an external application (a B2B web site). In this chapter, you will learn how you can publish the ERP business logic you need, how you can create an integration layer with open communication standards such as XML or JSON, and how you can expose a RESTful service to the external application that connects it with the ERP.

Chapter 6, Extending NAV Pages with Control Add-ins, demonstrates how you can extend the ERP user interface by using custom control add-ins.

Chapter 7, Programming Universal Windows Apps with NAV and Devices, shows you how you can create a RESTful integration service (by using ASP.NET Web API) that connects your Microsoft Dynamics NAV with custom application developed using the Universal Windows Platform. We’ll see how you can implement a solution for device tracking and monitoring health data.

Chapter 8, Exploring Microsoft Azure and its Services, introduces you to the Microsoft Azure cloud platform and its services. You'll get an overview of the Azure platform and learn about the main Azure concepts. You will also get an overview of the main cloud services offered by Azure that could be helpful when implementing distributed architectures based on Microsoft Dynamics NAV.

Chapter 9, Working with Azure App Service and NAV, covers how you can take advantage of cloud services in order to implement a distributed and totally scalable architecture that integrates the Microsoft Dynamics NAV ERP to external systems.

Chapter 10, Implementing a Message-Based Architecture with Azure Service Bus and NAV, covers how you can use another interesting cloud service offered by the Azure platform (the Azure Service Bus) in order to implement a reliable message-based solution (order exchange from distributed locations) with Microsoft Dynamics NAV.

What you need for this book

To successfully follow the examples described in this book, you will need the following software:

A Microsoft Dynamics NAV 2017 product DVD with a valid developer license to install the application on your own serverMicrosoft Visual Studio 2015 Professional or at least the free Microsoft Visual Studio Community Edition versionAn active Microsoft Azure subscription

Who this book is for

The audience of this book is essentially the following:

NAV consultants and developersIT solution architects (mainly involved in implementing ERP solutions)Designers of business applications

This book assumes that you have a working knowledge of Microsoft Dynamics NAV (mainly in the developer field) and a basic knowledge of C#, Visual Studio, and web services.

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Chapter 1.  Introduction to Microsoft Dynamics NAV Architectures

Microsoft Dynamics NAV is an Enterprise resource planning (ERP) software and it is part of the Microsoft Dynamics product's family.

In this chapter, we will cover the following topics:

Microsoft Dynamics NAV and its functional areas History of Microsoft Dynamics NAV An overview of Microsoft Dynamics NAV architectures and componentsNAV deployment's solutions and the differences between them

Introducing Microsoft Dynamics NAV

Microsoft Dynamics NAV delivers integrated functionality to provide support for the following aspects:

Financial managementSupply chain managementManufacturingDistributionCustomer relationship managementSales and marketingService managementHuman resource managementProject and resource managementWarehouse management

Microsoft Dynamics NAV is considered to be one of the most versatile and agile ERPs on the market. It's very quick and affordable to customize and it has the power to be able to grow with your business needs.

With NAV you can customize every aspect of the application (from fields to business logic) and you can build new modules from scratch. You have complete access to the source code of the application and you have an integrated environment that helps you to make customizations and implementations.

Microsoft Dynamics NAV history

Microsoft Dynamics NAV was born from Navision, a suite of accounting applications which Microsoft acquired in 2002.

Navision was created at Personal Computing and Consulting (PC&C A/S), a company founded in Denmark in 1983 by three college students. This company released its first accounting package, PC Plus, in 1984 (a single-user character-based application) and then in 1987 they released the first version of Navision, a character-based client/server accounting application that works over a LAN and with more simultaneous users:

In 1990, Navision 3.0 was launched. This version introduced AL, an internal application language similar to the actual Client/server Application Language (C/AL). This was a killer feature: the new application language made it possible to customize every part of the application and this was unique on the market at that time.

The product grew and in 1995 Navision Financials 1.0 was launched based on the Microsoft Windows 32-bit client/server platform:

The product was improved in the following years by adding more features as follows:

Integration of e-commerce applications such as Commerce Gateway, Commerce PortalUser portal, browser-based accessSupply chain collaboration functionality including manufacturing and distributionExtended financial management functionalityExtended and new functionality within customer relationship managementMulticurrencyMultilanguage

On July 11, 2002, Navision was acquired by Microsoft and Microsoft created the Microsoft Business Solutions division. In September, 2005 Microsoft re-branded the product as Microsoft Dynamics NAV.

In November 2008, Microsoft announced Microsoft Dynamics NAV 2009, with a totally new architecture, as follows:

A new client called the RoleTailored ClientAn old client (renamed as the Classic Client)New objects called Pages for the RoleTailored ClientA new report architecture (RDLC with Visual Studio)The possibility to have a three-tier architecture (with the RoleTailored Client) and the old client/server architecture (with the Classic Client):

Microsoft Dynamics NAV has had continuous improvements over the years on every aspect of its technical and functional side.

Microsoft Dynamics NAV 2013 introduced the following new features:

A totally new Web client with rich experienceA SharePoint clientInternal encoding is now Unicode (no longer ASCII)

The next main release, Microsoft Dynamics NAV 2013 R2, introduced the following new features:

Multitenancy (optional): The multitenancy architecture in NAV 2013 R2 consists of a single application database (containing tables common to all databases and objects) and multiple data databases (customer data and login tables). One NAV service tier can serve one application database and multiple tenant databases (and can also sit on different SQL server instances).Provisioning tools: These tools are used for fully automating the deployment of NAV in Azure virtual machines (as IaaS). The provisioning tools include a set of Windows PowerShell cmdlets and scripts that install and configure Microsoft Dynamics NAV components, including Microsoft Dynamics NAV web server components, Microsoft Dynamics NAV Server, and SQL database components.

With Microsoft Dynamics NAV 2015, we saw the introduction of the following topics:

RapidStart Services: This is a set of tools and services to automate and speed up the setup and initialization phase of a NAV installationNew Tablet client: This is a new client for touch-optimized devices that enables you to access your NAV data regardless of location or what device you are usingWeb client: The Web client is much improved and fasterOffice 365 integration: This is simplified e-mail messaging via SMTP including Office 365, signing in to the Windows client using an Office 365 accountDocument reporting with Microsoft Word: With this release, Microsoft has introduced the possibility to make document reporting by using Word with NAV

With the next release, Microsoft Dynamics NAV 2016, Microsoft introduced the following services:

NAV Universal App: By using the Universal Windows Platform, now we have one single app for all devices (it works as a tablet application or as a phone application according to the device you're using).Eventing: Now we have events triggered on code like standard object oriented programming. A publisher raises an event when something happens and a subscriber can listen to this triggered event and make actions.Code editor: We have a new code editor with code completion and IntelliSense.Workflows: Based on eventing, you are now able to create your own business workflows with conditions and responses.Microsoft Dynamics NAV support in Power BI: When you enter your Power BI account, now you have a new service called Microsoft Dynamics NAV that permits you to integrate your data to Power BI.Integration with CRM: Integration with CRM is now native (coded in C/AL), so no more need to use the old CRM External Connector for handling integration tasks.Microsoft Dynamics NAV managed service for partners: A significant new option for Microsoft partners interested in providing multitenant Software as a Service (SaaS) solutions built on Microsoft Dynamics NAV and deployed in the cloud on Microsoft Azure.

The latest release (Microsoft Dynamics NAV 2017) introduced the following new features:

Assisted setupSmart notificationsCash flow forecast with Cortana IntelligenceDesign mode in the Web clientImproved integration with Office 365 and a new Outlook add-inEmbedded Power BI reports in the NAV RoleTailored ClientImproved extensions (new ways to develope customizations)Dynamics 365 for Financials (NAV as SaaS)

Now we have a complete and full-featured enterprise platform that is appreciated all over the world, able to work on-premise and on-cloud, and on many devices as shown in the following screenshot:

Microsoft Dynamics NAV architecture

Before version 2009, Microsoft Dynamics NAV had a two-tier architecture.

In two-tier architectures (client/server data model), the data layers reside on the server and the application logic, presentation logic, and presentation layers reside on the client.

Starting from version 2009, Microsoft Dynamics NAV is composed of three major components (three-tier architecture), as follows:

Data tier: A database (database server) where the data are stored. Actually Microsoft Dynamics NAV supports only Microsoft SQL Server as the database server.Middle or service tier: This is an application server. A NAV service that controls all the NAV business logic and operations.Client tier: This represents NAV clients and is the layer that handles the real user interface for the application (presentation logic). NAV can have different types of client as follows:
Windows clientWeb client Tablet clientPhone client

In a production environment, you can obviously have multiple instances of each of the core NAV components:

The most common NAV architecture configurations that you can have in a real-world installation are as follows:

All three tiers are on the same computer, useful only for a demo or a developer dedicated environment.The RoleTailored client and Microsoft Dynamics NAV Server are on the same computer, the data tier is on a separate computer.The data tier and Microsoft Dynamics NAV Server are on the same computer. The RoleTailored client is on a separate computer (one of the most common scenarios).Each of the three tiers is on a separate computer. This is the suggested configuration for a production environment.

In addition to these three core components, there are other additional components that you can have on a NAV installation:

Component

Purpose

Microsoft Dynamics NAV Help Server

A website with the Help content for Microsoft Dynamics NAV in the languages that your version of Microsoft Dynamics NAV includes. You can deploy a single Help Server for all users, or customer-specific Help Servers, depending on your requirements.

Web Server Components

The components that are needed to enable Microsoft Dynamics NAV Web clients to connect with a browser.

Microsoft Dynamics NAV Server Administration Tool

A tool for configuring and managing the Microsoft Dynamics NAV Server and Microsoft Dynamics NAV sites. It has a GUI that permits an easy way to manage all the server's features.

Development Environment (C/SIDE)

The Development Environment for creating and modifying Microsoft Dynamics NAV applications (business logic) in C/AL.

Microsoft Office Outlook Add-In and Business Inbox

A set of components for synchronizing data, such as to-dos, contacts, and tasks, between Microsoft Dynamics NAV and Outlook and using Dynamics NAV as your business Inbox in Outlook.

Automated Data Capture System