How to create your first Flow for NAV

I hope you’ve already heard for Microsoft Flow. If you want to use this amazing small tool, you need to go on https://flow.microsoft.com. With this tool, you can connect a lot of different type of software. For example, you can connect Share Point, Outlook, Excel, Facebook, Twitter, OneDrive, Dynamics solutions, Google Calendar of File Drive, Yammer, PowerBI…

In this post, I want to show you how you can create a small Flow for connection between Dynamics 365 for Financials and Facebook. I used Financials only because it was easier for my demo, but you can do it the same with your NAV 2017 for example. Before you start with Flow, you need to publish Web Service you want to use in Flow.

To start, first click on My Flows and then on Create from blank (for this demo). If you want to use some of templates, you will choose Create from template.

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Then you need to find some of Dynamics triggers. You can see on the following picture what you currently can use. If you want to create flow for NAV or Financials, you can use When a record is created or When a record is modified. In this example, I used When a record is created. And then you need to choose one of your connections to your solution or to create new one (be careful with username and password – Web Service Access Key).

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After you finish it, you can choose some of your tables (based on published Web Services). I have chosen Customers, because I want example where Facebook will announce welcome, every time when I create new customer.

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Then, I’ll click on the Next step to create step in Facebook. You need to find Facebook and to choose one of actions. I’ll choose Post to my timeline. And of course, you need to sign in to Facebook with some of accounts.

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The type a message you want to post on your timeline and for this purpose you can use some of the fields in Customers table (from a right side).

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After that if you already didn’t give Flow name for your Flow, just give some name and click on Create flow; click on Done and everything is finished.

Now, you can open your Financials or NAV and create a new customer. When you finish it, you will see that Facebook announce this on your timeline:

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As you can see, this was very easy and you can do it on much easier way using already prepared templates. You can find a lot of templates for CRM (Dynamics 365 for Sales) or AX (Dynamics 365 for Operations). But you can also find few of them (currently 3) for Financials and NAV (I expect more and more soon):

  • Create an item in Dynamics NAV from PowerApps
  • Send a Push Notification for new Sales Orders
  • Post to Twitter on New Customers in Dynamics 365 for Financials

Using NAV Outlook Client on iPhone

Today I held presentation about features in NAV 2017 and D365 for Financials. When I presented working with NAV 2017 in Outlook, I remembered that I had never show how we can use NAV (or D365 for Financials) in Outlook on the phone. I’m not sure if someone wrote about this and I want to give you some directions about it.

If you use standard Office application on your phone, you can not use this App for NAV/Financials. But we still can provide it. If you have iPhone, you can download OWA for iPhone from App Store. When you install this app, you can use all features as we used on standard desktop or online Outlook about NAV/Financials, but you need to use the latest update of Office 365 for business.

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When you install and login as Office 365 user, you can notice that when you receive mail, you will see small add-in Financials/NAV. You can use this add-in or if you have some document link, just click on link and open a document. You can see all standard information as on standard Outlook or edit something. On the same way, you can run this add-in from calendar as well.

If you want to have everything the same on your iPad, just download the same App and repeat all steps.

NAV Between Two Directions

I didn’t write so much in the last few days. I was on a small vacation after Directions NA. Now I’m waiting my flight and I just heard my flight is delayed. It will be a long trip and because of that I’ve found some time for writing on the Vegas airport.

Directions NA has just finished and I think we got two fabulous products – NAV 2017 and Dynamics 365 Financials. OK, we are still waiting the final releases, but we could see almost everything about them. And I’m writing “Dynamics 365 Financials”, not “Project Madeira”, because few days ago I saw new name in my solution. That means we will not use Project “Madeira” name in the future.

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Looks fine and I’ll use to use this new name. And what we got with this. Generally we got the new product based on the same source code as NAV 2017, but I’m sure they will be absolutely different products in the future; they will have only the same father and mother 🙂 And with Dynamics 365 we cannot continue with the standard customizations; that means we will must use extensions and we have to use to use extensions in the future, not only because Dynamics 365 – because of NAV as well.

OK, there are a really more and more interesting things about these two products and I’ll start to write about them from tomorrow when I arrive to home. But in the meantime, we are expecting Directions EMEA in only 9 days and we will see everything about that once more and I’m sure hear something new again. I’ll have one session on Directions EMEA with the same topic as on Directions NA – how to choose the best Azure platform for NAV. See you there in nine days.

And yes I forgot, the next Directions NA will be again in Orlando, but this time at the JW Marriott Orlando Grande Lakes at September 17th-20th. Bye Chandler for now and I hope, see you there the next year.

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NAV 2017 Limited Beta W1

In my previous post, I said that you can download NAV 2017 limited beta version. But there was a problem. If you tried to download you could see that W1 (and NL as well) were missing.

But now, Microsoft fixed it and you can download all version (W1 and NL as well). You can find 20 different localization versions (W1 + 19 other countries). Once again, just follow this link to sign Agreement and you can download it after that.

Good luck with new NAV. From tomorrow, I’ll start with series of articles about new features. I hope you will like it, but still the best place to find everything new in NAV 2017 is Directions NA and EMEA. See you there.

What is New in NAV 2017?

I notice, Microsoft yesterday has published a “What’s New in Microsoft Dynamics NAV 2017 Limited Beta” document on a PartnerSource. And they also provide a link to download this limited beta version here. In the same time, during the Directions conference call we were introduced with Directions sessions and where NAV will be in the future (you can find more details about it on Waldo blog). Because of that, I strongly suggest to download both of them to see what is new and how it works.

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Of course, when I looked in the document, I’m seeing there are still some new thinks still didn’t published (I think this is still by NDA or…). But briefly, these are the most important news.

  • Improving incoming documents with OCR support for document lines, filtering…
  • Item Categorizing and Item Attributes (I’ve already wrote about this).
  • Finally we can cancel sales and purchase invoice and credit memos.
  • We have Account Categories and some other functional improvements (Reconciliation, Jobs, Fixed Assets, some US financial reports…).
  • Simplified setup of CRM and better features in CRM integration.
  • Better Office 365 integration and especially introduce in NAV on Outlook mail and calendar.
  • Smart notifications and finally really good extensions capabilities (you will like both of them). You can find a lot about new extensions on Mark Brummel blog. And something really new – Application area tags (I’ll write more about it soon).

OK this is just briefly, and I will write more about these features soon as something more.

How to Configure Bricks – Madeira and NAV2017

I’ve got a few questions how to configure Bricks I already wrote on NAV 2017. Generally, Bricks are not something new. We already had a Bricks on NAV 2016, but we used them only in Phone Client. I already wrote how to configure Bricks on Phone Client here.

I don’t expect something special in NAV 2017 about Bricks. To open the Field Groups window, on Table Designer just choose View, and then choose Field Groups. In a table, we can see two Field Groups: DropDown and Brick. If Brick Field Group doesn’t exists, DropDown is interpreted as Brick.

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What is new here? News is that we can use Bricks in other clients. I still cannot speak more about it (it is still by NDA), but everything I mention is the same as on NAV 2016. And yes, if you want picture on item, you need add picture as part of Brick Field Group. About Project “Madeira” you cannot use Development Environment for customization and you can change it only using Extensions.

I hope, this is good enough. More about it when we get official release of NAV 2017.

Bricks in Project Madeira and NAV2017

Very often, using of standard lists in NAV were not so comfortable because of specific data sets. Now, we will get some new feature that all list pages can be showed as “bricks”. If you remember, we used bricks in NAV 2016 for Phone Client. But now, we can use this for all lists: Customers, Vendors, Bank Accounts, Chart of Accounts, Currencies, Items, all Journals… You just need to choose brick view:

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You can configure what you want to see on bricks and optimize space and readability for data that appears in these pages using a Brick Field Group. You can change importance of these data and their layout changing orders of them.

But if you choose Items, you can see more. Not only list and bricks, you can choose tiles as well. Difference is that you can put item picture on both bricks and tiles. Again, you can configure what you want to see by yourself:

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