Cumulative Update 1 for Microsoft Dynamics NAV 2015

The first Cumulative Update (KB 38457) for Microsoft Dynamics NAV 2015 has been released. This CU resolves a lot of small problems in the platform area. Also, this CU has application improvements in almost all functional area.

You can find more details about this Cumulative Update here.

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New How Do I videos

Microsoft has published new How Do I videos, yesterday. There are new videos for Microsoft Dynamics NAV 2015 and 2013 R2 versions.

You can find them on following links:
How Do I: Create a new Word Report, based on existing Word Template in Microsoft Dynamics NAV 2015
How Do I: Deploying Microsoft Dynamics NAV 2013 R2 Windows Client Using ClickOne Hosted on FileShare
How Do I: Develop Word layouts in the Development Environment in Microsoft Dynamics NAV 2015
How Do I: Using ToolTips in Microsoft Dynamics NAV 2013 R2
How Do I: Upgrade a Report: Troubleshooting Reports in Microsoft Dynamics NAV 2013 R2 (Part 1; Part 2; Part 3)
How Do I: Use PowerShell & Windows Azure Active Directory for single sign on in Microsoft Dynamics NAV 2015
How Do I: Implement the Job Queue Entry Pattern in Microsoft Dynamics NAV 2015
How Do I: Import Data from External Sources Into Microsoft Dynamics NAV 2015 Using RapidStart Implementation

Directions EMEA 2014 has started

Direction EMEA 2014 in Poznan (Poland) has just started today. It is the biggest Directions conference ever, with almost 1200 attendees.

Conference was opened with really great and impressive Keynote and Microsoft Dynamics NAV 2015 is in the limelight.

DirectionsKN

After Keynote, there were a lot of good sessions about technical, consultant and business tracks, roundtables and workshops.

Beside them, you can see RAMP workshop and, of course excellent track – MVP best practices.

More about conference and sessions will be here next week, after finishing of conference.

How to create new documents with Word Layout in NAV 2015

In new Microsoft Dynamics NAV 2015, we are introduced in new reporting feature – Word Layout. It means, that now we can use both of layouts, RDLC and Word. Microsoft Dynamics NAV 2015 includes 4 built-in report layouts that are used on reports by default. These are only “mini” sales reports: Sales – Quote (1304), Sales – Confirmation (1305), Sales – Invoice (1306) and Sales – Credit Memo (1307).

By default, all of these reports are configured as ‘RDLC (built-in)’, but we can change it on Report Layout Selection.

rep1

We can also customize these reports using ‘Custom Layouts’ command. But, what if we need more documents report in Word Layout, for example some of purchase documents. The biggest benefit of this feature is that you can give your customers to prepare own documents and don’t spend your time (and their money) on this job. Because of that, we need to be able to create Word Layout for new documents. In my example, I will create Purchase Receipt document report.

Create Word Document

First of all, you need to create Word Document. You can see one small example on following picture. You need to put all required information (only as captions) on header, but on line, you need to put caption in one line and only one line for data, because, this line will be repeatable. OK, save it.

rep2

Import and Edit Document in NAV

Open Report Layout Selection and change Selected Layout to ‘Custom Layout’. Run “New” and choose ‘Insert Word Layout’. Fill some your description and Import Layout from your already created Word document. Then, press “Edit” and prepare layout. on Developer tab, find XML Mapping Pane and find your document in Custom XML Part.

Now, you can find all fields from Dataset. Add these fields to place you want pressing right-click on some field in dataset and choose ‘Insert Content Control’ and ‘Plain Text’. For lines, first select complete row and on Line dataset field press ‘Insert Content Control’ and ‘Repeating’. After that, add fields you need. Save this document and close.

rep3

Press Yes on window and choose this Custom Layout in Report Layout Selection. You can try this report on ‘Run Command’ and you can see this document as Word or PDF if you choose it.

Correction and Cancelation of Posted Documents in NAV 2015

Correction and Cancelation of posted documents? First thought is that it is not possible or it is stupid, because it is not by accountant standards. But, this is not so…

This feature is one with which we have simplification of user interface and faster work, but currently only in Small Business role center. This feature is possibility to correct or cancel already posted sales and purchase invoices, but only if we have item in the lines.

CorrectCancel

When we open posted document and want to correct it, we need to press “Correct” command from ribbon. This will provide us to correct existed posted document. But, this is not allowed and it is not by NAV standards. As a matter of fact, system create credit memo with the same data as on posted invoice and automatically post it. In the same time, system create identically invoice to correct data. System however create and post new document.

When we want to cancel posted document, we need to press “Cancel” command from ribbon. This will create credit memo with identically data and post it document automatically.

If we want to create credit memo for manually posting, but with identically data as on posted invoice, we need to press “Create Corrective Credit Memo” command. System will only create credit memo as posted invoice, but will not post it. You need to do it manually.

Using of Expressive Tiles in NAV 2015

Cues as tiles already exist in the Microsoft Dynamics NAV client that display business data as FlowFields and integers. But with Microsoft Dynamics NAV 2015, they start as some kind of BI tools to also present key performance indicators (KPIs) on Role Centers and includes the following new features. Now we have enhanced the functionality of Cues to give application developers, as well as end users, more control over the appearance of Cues. Each changing will be seen on all clients.

Cue1

Now, we have not only static tiles. With new feature, we can configure the Cue to display a bar along its upper border that changes color based on the data in the cue. It can be made by developing a cue or by end-user, using “Set Up Cues” on Role Center page. With this feature, Expressive Tiles provide us more quality in daily work.

Cue3

Developing cues, we can change the image that displays on the Cue or set up the Cue without an image on property. There are several images to choose from and for now, we cannot use customized images.

In previous Microsoft Dynamics NAV versions, we could only set up Cues based on FlowFields and we could set up them to display on integer data types. Now, in Microsoft Dynamics NAV 2015, we can also use normal fields (instead only FlowFields) and we can also use a decimal data type. This provides us additional data aggregation possibilities instead of just COUNT, such as SUM, MAX, MIN, and AVG and of course, extends source of Cue data, such as using query objects.

By using the AutoFormat and AutoFormatExpr properties, we can customize the format of the value in a Cue. For example, we can set the number of decimal places, or place a symbol such as currency sign or % before or after a value.