Project Madeira Universal App

If you want to try Project “Madeira” on your devices (phone or tablet for example), you can download this App from App Store or from Windows Store.

When you run them, you will see that system requires Activation Code. This is not the same as you use App for Dynamics NAV (you don’t need to put it URL). You can find this Activation Code if you open “Get The App and Activation Code” page (you can find it using search pane).

MadeiraAC1.jpg

You need to type this Activation Code in your App.

MadeiraAC2.jpg

After that system will require to confirm your email as account with password and just wait few seconds. After that, everything will be fine. I’ve checked it with Windows Tablet and Windows Phone and with iPhone, as well. It looks fine.

Project Madeira – Configuration

When you open “Project Madeira” for the first time, you will get access to the Cronus demo company with a Business Manager role center. Of course, you can this change role center, but you have not all role centers as you can find in standard Dynamics NAV solution. There are “only” five role centers:ProMadeiraRCs.jpg

But for this kind of software, it is more then enough. It is really everything what you actually need. Of course, you can create your really company. When you open My Setting, you can find how to change companies. You can choose Cronus as you actually use and “My Company”. When you choose “My Company”, you need to log-out and log-in, and you will get the wizard for company configuration. When you click “Next”, you will see the standard configuration questions. These questions are very simply and everybody can finish this questionnaire (the basic company data, bank data, accounting period… and that’s it):

ProMadeiraQues.jpg

You will get your production environment for your company. This wizard is simply and excellent and the most important, on this way you’ve just got your company in SaaS. You can continue your work.

This is just small intro about configuration. You can expect more soon.

Universal App in Phone and Tablet Without Icons

Sometimes, when we install Universal App on our smartphone or tablet (NAV 2016 and NAV 2015 – only for tablets), we can notice one issue with missing Icons (Actions, Images,…). This is not something serious, but it can be unpleasantly.

UnAppNoIcons.png

But, it can be solved very easy. The reason of this issue is because your browser has configured Font download option as disabled.

NoFonts

You can solve this changing this property or adding your site as Trusted. To do this, you need to open your Internet Explorer, run your Microsoft Dynamics NAV web client and open Internet Options. Choose Security tab and choose Sites on the Trusted sites option. Add this sites as trusted and this is solved. Second way is to open Custom level and find Downloads section and change Font download to Enabled.

Now, you can run your Universal App again and everything will be fine:

UnAppYesIcons.png

How to Install NAV 2016 Phone Client as Test Environment

We have new NAV 2016 more than two weeks. One of the really exciting news is using of Universal Apps. We finally can use NAV on phone.

But one of conditions of using of Phone Client is installing of security certificate. This is the same story as we already have in NAV 2015 for using of Tablet Client. If we have signed certificate, there is no problem. But if we have not it…

Can we use self-signed certificate on phone? Yes, we can. I will show how to do it on Windows Phone.

Of course, first we need to download Dynamics NAV Universal App for Windows Phone from Store. Type Dynamics NAV in Store Search and download this app. You can easy find it as app made by Microsoft Corporation with new logo.

Than we have to have installed NAV 2016. In my example, I’ve installed NAV 2016 on Azure. You can do it easy if you have Azure subscription. Or you can do it on your own servers and install self-signed certificate on your server. If you deploy NAV 2016 on Azure using PowerShell scripts, you will have already created certificate. I’ll install this certificate on my own computer in Internet Explorer.

Run your Internet Explorer as Administrator and type your NAV 2016 Web Client URL. Choose “Continue to this website (not recommended).” and click on “Certificate error” > “View Certificates” > “Install Certificate”.

PhoneClient1

Choose Local Machine and “Place all certificates in the following store” > Browse > “Trusted Root Certification Authorities” > OK > Next > Finish > OK > OK.

Open MMC on your computer and add Certificates as snap-in using Add/Remove Snap-in command. Open “Certificates – Current User” > “Trusted Root Certification Authorities” > Certificates and find your already installed certificate. Right-click on certificate and chose Open. Go to Details tab and click “Copy to file” > Next > Next and choose your certificate name. Save this certificate XXXXX.cer on your computer and send it to your e-mail (e-mail using on your phone).

When you get this e-mail on your phone, click on your certificate in attachment and install it. Then run your Dynamics NAV Universal App and type your service URL https://YourComputerName/WebServerInstance and your username and password.

PhoneClient2

If you finished everything I said, you will open your NAV instance on your phone as you can see on picture.

How to Run NAV 2016 Integration with CRM Online

In my previous article, I described how you can register your trial CRM Online subscription. Now, I suppose you want to test new feature in NAV 2016 – enabling natively integration with CRM Online.

We can do in on following way. Before we start with integration, we should enable encryption in Data Encryption Management page. After that, to configure connection in NAV 2016, open “Microsoft Dynamics CRM Connection Setup” page and type your Dynamics CRM Online URL you already registered (https://YYYYYYYY.crm4.dynamics.com), your username (full YourAccount@XXXXX.onmicrosoft.com) and password.

Now we need to test the connection settings. We can do it running Test Connection command on ribbon. When we run it, NAV will try to establish a connection to the Dynamics CRM server and if the settings are valid and a connection can be established, a message appears that states the test was successful. If everything is OK, then we need click in Enable check-box.

NAVCRM1

After you configure all these fields, you need to click Yes to make synchronization between CRM Online and NAV. After synchronization is finished, the connection to CRM Online is configured and CRM integration is enabled.

NAVCRM2

Now, you can configure some additional fields if you want. I suppose to use help for this (but I’ll write about it in other articles). And on the end, if you want to disable CRM integration, you only need to uncheck Enable field.

How to Create CRM Online Trial Subscription

I suppose all NAV people have already heard that NAV 2016 has natively Dynamics CRM Online integration. This is a really great feature in new NAV release. Probably most of you want to try how it looks like. If you don’t know how to create your trial CRM Online subscription or didn’t try it, this article is for you. I want to show you how to do it, step by step.

First open this web page. On this page, in upper right part, click the “Sign In”. You have to type your Office 365 account.

CRM1

Now you need to confirm this order to get Microsoft Dynamics CRM Online Trial with 30 day subscription for 25 users. After you confirm it, you will open your Office 365 Portal. You will see new e-mail with all instructions and I suggest read it. Click on Login and choose Admin.

Go to your Active Users on portal and add CRM license to you and your other users. You can do it clicking on Edit > Licenses > and check “Microsoft Dynamics CRM Online Professional”. Click Save.

Now you need to choose your CRM App, enter your domain name you already registered (*.onmicrosoft.com) and click “Continue Setup”.

CRM16

You can find potential issue here. Maybe you will not see it, but it is possible. If you get the following error message, try do to next step:

You are not a member of this organization. You (YourAccount@XXXXX.onmicrosoft.com) do not belong to the organization YYYYY. Verify the organization name and try to sign in again.

Resolution: Click the “Sign Out” button on the page that you see the error on. Then log back in with the correct login to access your Dynamics CRM Online organization. This is because the cookies that are used in the Internet Explorer browser sessions are trying to use your previous credentials to login.

Then, you should confirm some details about your language, country and currency. Then click the “Finish” and you can start “get started video”.

And… You’re in! Click on your CRM Online URL you’ve got on this page (copy this URL because you will need it later and for integration with NAV 2016). Now you’ve opened your CRM Online and you have to assign security roles to the new user. You can do it clicking Assign Roles button on the top of the screen.

CRM15

Now, assign security roles in CRM so this user can access your Dynamics CRM organization.

You can use your 30-days trial Dynamics CRM Online subscription. In next article, I will show how you can connect your CRM Online subscription with your NAV 2016.

NAV 2016 Phone Client

Few months ago, Microsoft has announced new Phone Client for Microsoft Dynamics NAV 2016. With today’s NAV 2016 general availability, we can check it. First, NAV has new icon; sails no longer exist. This is new set of icons:

NAVIcons

And now again, Phone Client. You can download new NAV 2016 App for iPhone from Apple iTunes. Also it is possible to download from Google Play and Windows Store. You just need to type “Dynamics NAV” in search and you can easy find them. Download them and type your service, username and password. Finally, you can use NAV on all devices and all systems. It looks line:

NAVMobile

If you’ve just installed NAV 2016 from Partner Source, you can check how it looks like using Web browser. You just need to add phone.aspx behind .. /WebClient/ (smilar as for Tablet Client emulation) and change the size of browser to emulate phone size; and you don’t need a HTTPS certificates. You will see that Phone Client looks awesome and everything works fine and smoothly. And you can use camera from your phone directly in NAV, for example for document capturing. But for this feature, you have to use this app from phone, because camera cannot be emulated from your browser.

More news, soon.