In-Client Designer in Dynamics NAV – June Update

To continue yesterday’s article about In-client Designer in Dynamics NAV as I promised. If you want to check these features from this year June update, you need to deploy Azure virtual machine from the following link: http://aka.ms/navdeveloperpreview.

One of the biggest feature is possibility to customize Role Center. Now, we can reposition or hide Cue  or Cue group on Role Center. And not only on Role Center, we can also do it on any page where we have cues.

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What is more new in In-client designer? When we want to finish our customization, system will ask us for our Extension Name and Publisher as well.

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When we save it, system will download it as a zipped VS Code:

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Of course, we have a lot more features and improvements, but they are mostly related to VS Code. In some new articles, I’ll show more about it.

In-Client Designer in Dynamics NAV

Recently, Microsoft published new Developer Preview for the next NAV version. If you try to find it on Azure portal as one of the NAV virtual machines, you will find “Dynamics NAV ‘Tenerife’ Development Preview”.

When you install run NAV after deployment, in the first moment you will not see ‘Design Mode’ icon. To get it, you need to run ‘Install New Developer Experience’ PowerShell script. After that you can try In-client designer. Now let’s see some of the features. This tool can be used for page design.

Currently, we can work only with Fields and not with Actions, Parts and Pages. If we run design for the list page, we can change an order on columns, remove some of fields, add them and set freeze pane.

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The same situation is if we want to make some customization on card page; we can do everything the same as on list, except adding freeze pane 😊. But this is with standard fields on pages. On the other side, we can add fields on card part pages. We can notice that we have context oriented fields for part pages. And also, we have some controls, as we can only drop media fields onto card part pages and we cannot drop a field under a repeater control, because this is not the design that list pages were intended for.

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And finally, we can add or remove some parts on role center. When we decide to finish with customizations, we just need to click on ‘Stop’ and system will ask us what to do with ours work. System will offer to save the changes to the tenant for all users, or to save the changes to a VS Code package file that we can work on later in VS Code.

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On the first sight, that is all, but if you create Azure VM using http://aka.ms/navdeveloperpreview URL, you can get some newer features. More about this in the next post.

Dynamics 365 for Talent – Integrations

Few days ago, I’ve started with a story about new product (still Technical Preview) – Dynamics 365 for Talent. I want to spend a few words about possible integrations.

When you look at the official announcement, you can find that key integrations will support the overall business and the following integrations will be created, but they will be available at or shortly after general availability:

  • LinkedIn
  • Microsoft Dynamics AX 2012 R3
  • Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition
  • Background screening
  • Global payroll providers
  • ATS providers

As you can see, there are not planed integration with Dynamics 365 for Financials or with Dynamics NAV. But  think it will be necessary because these products don’t have a real HRM solution. But I’ve also found that it will be possible to use Common Data Services platform with built-in extension points for Power Apps, Flow and Power BI.

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But, when I tried to make connection via Flow and Power App, I’ve found that it is still not available as a connection. Of course, it is probably because it is only technical preview and I’m sure it will be available with a general availability. I’m waiting this moment and I want to make some kind of integration. I’ll write about it, I hope soon.

Directions 2017 NA

The third year in a row, I’ll have session in Directions NA. I’ve got confirmation a few days ago and I can say that I’m so happy, because it is one of the my favorite conferences and I really love the American audience.

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Conference will be held at the beautiful hotel JW Marriott Orlando, Grande Lakes, Florida in period September 17-21. It is still not too late to make registration here. I would like to see all of you there.

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This time, my topic will not be technical, but related with Dynamics 365. I’ll speak about Project Management Methodology in D365 BE Implementation. I think this is important topic although we are usually thinking only on very fast selling and very fast implementing solution, when speak about D365 Business Edition. But it is still a project and we still need to take care about a lot of things and to manage it.

Now, I don’t want to speak about all details here, because I’ll try to help you in this kind of project management with this session.

Dynamics 365 for Talent

Effective July 1st, Microsoft will announce new Dynamics 365 family member. This is new HRM app – Dynamics 365 for Talent. Of course, this will not be only one news, but I want to say a few words about this product. First, we can run and test technical preview and I want to share some first experiences. We still cannot find all features here, but we can make the first sight. For example, we will still wait integration with LinkedIn. It will be very important integration, especially in recruitment process. But we still don’t know all areas where integration will be done. But again, lets see what we have here.

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This will be standard SaaS solution with web client, very similar with D365 for Operations. And of course, it will be integrated with this solution. And I would like if we can get integration not only with this enterprise solution, but also with D365 for Financials. Minimum, I’m expecting some App for this.

If you try to run a few basic features in demo database, you can notice that it works fast enough and very smoothly. When we open app for the first time, we can see a menu as default dashboard and in the left side in the same moment. If icons are not clear enough on the left side, we just need to click on three-lines, and it will be expanded so you can see the names of these commands. Also, when you run system for the first time, you will find very good “Get Started” with very good prepared videos and with a lot of step-by-step manuals. And if this manuals are not enough, you have a awesome tool where you can create task saving; you just need to choose this tool, run it and do everything what you want to do; when you click on stop, system will create nice manual step-by-step and you can choose how and where you want to deploy it.

In this first text, I didn’t plan to speak about features, just to make some basic overview. In my next texts, I will write more about features.

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More details about this technical preview, you can find here:

https://community.dynamics.com/enterprise/b/dynamics365fortalent/archive/2017/06/05/dynamics-365-for-talent-technical-preview-is-here