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Microsoft Dynamics NAV 2017

Microsoft Dynamics NAV 2017 version available to all now. You can download this directly from Microsoft Dynamics partner portal.
During this release several new features also added to the application in addition to the earlier ones.  

Microsoft Dynamics NAV 2017 Role Center Page Sample
Microsoft Dynamics NAV 2017

New Features of Dynamics NAV 2017 as follows
There are several changes made for Front end users. Some of them are as follows

New Features for Front End Users

Item Inventory : New Feature Dynamics NAV 2017


Do you know now we can increase or Decrease the Item Wise inventory directly from Item Card itself. This feature will surely helpful for the smaller companies not using any location level inventory and want to correct the inventory ASAP.

Item Card Inventory lookup option NAV 2017
Item Card Inventory lookup option NAV 2017
You can notice a change when you have clicked the Inventory lookup option. Once you clicked the inventory value will opened the above image like window where system will show you following details

  • Current Inventory ( This will display actual inventory exists as per ledgers)
  • New Inventory ( This is new option introduced with NAV 2017. Once you entered a new inventory value and press enter / OK then system will pass auto adjustment ledgers and adjust the inventory.)
if you entered the value like image then ledgers will passed like following image to adjust the inventory.,
Item Inventory update new feature NAV 2017 Item Ledger Entry
Item Inventory update new feature NAV 2017 Item Ledger Entry
Above image with -150 Qty passed by system only. 



Richer Incoming Documents

  • Incoming Documents will show non processed one only
  • OCR Support for different Lines
  • Easily Correct OCR errors
Inventory Items with Item Attributes and Categorize items 
  • For better categorization items group and inventory handling

Smarter Sales and Purchase Documents

  • Cancel posted Credit Memos
  • Package Tracking No. and Shipping Agent Code on sales invoices

Chart Of Account with Account Categories

  • Account categories and subcategories to group GL (General Ledger) accounts.

Payment Reconciliation

  • Outstanding Payments and Outstanding Transaction visibility increased on pages and Reports.

Jobs

  • Project Manager field display added on Job and based upon that the default jobs will display. Also some functionality changes introduced
  • Job Cost value added on Job cards and this will consider further process.

Fixed Asset

  • Fixed Asset process improved.

Dynamics CRM integration Process Simplified

  • Easy setups provided for Dynamics CRM integration.

Smart notifications give you advice and recommendations

  • Notifications functionality improved a lot

Extensions

Following extensions added by Microsoft.
  •  PayPal Payments Standard 
  •  QuickBooks Data Migration 
  •  Sales and Inventory Forecast 
  •  Envestnet Yodlee Bank Feeds

Office 365

  • Now we can integrate the Office 365 with Dynamics NAV 2017. So Calendar, meeting etc. will automatically integrate.
US Financial Reports
4 new financial reports added on US version
  • Balance Sheet, Income Statement, Cash Flow Statement, Retained Earnings Statement 


Microsoft Dynamics NAV 2017
Dynamics NAV 2017

New Features for Back End Users (Tech Developers)

Extensions

  • Multilanguage captions 
  • Support for additional object types 
  • Support for default or starting data for new tables 
  • Support for .NET Framework add-ins 
  • Support for web services 
  • Restore and backup data in extensions
  • Updated Windows PowerShell cmdlet for publishing extensions 
  • Installing extensions

    Web Services in multitenant deployments

    • You can publish per-tenant web services in situations where a web service has not been published for all tenants of the service

    Notifications in the UI

    • Introduces a programmatic way to send non-intrusive notifications to the UI in the Dynamics NAV Web client

    Setup data in the US version 

    • 2 RapidStart packages that will enable a fast implementation for a new company. 

    Application area tagging

    • Offers developers, administrators, and users the ability to define differentiated user experiences according to application scope

    Time series library

    • The time series library is used by the Sales and Inventory Forecast extension.
    For Downloading Microsoft Dynamics NAV 2017 click on the following link

    Add User to Microsoft Dynamics NAV 2017 Database or Lower

    NAV Error Message 

    Are you getting following error on Dynamics NAV 

     "You do not have access to Microsoft Dynamics NAV. Verify that you have been setup as a Valid user in Dynamics NAV"
    Dynamics NAV RTC Open Error Message
    Dynamics NAV RTC Open Error Message

    [error title="Error message" icon="exclamation-circle"] You do not have access to Microsoft Dynamics NAV. Verify that you have been setup as a Valid user in Dynamics NAV [/error]

    This error may arrived on any of the following NAV versions
    • Microsoft Dynamics NAV 2013 (7.0)
    • Microsoft Dynamics NAV 2013 R2 (7.1)
    • Microsoft Dynamics NAV 2015 (8.0)
    • Microsoft Dynamics NAV 2016 (9.0)
    • Microsoft Dynamics NAV 2017 (10.0)

    Route Cause
    You have restored database on a server where the actual list available on the Dynamics NAV not exist.

    For example, You have taken the DB backup from a Live Server where following User IDs exist
    • User ID 1 or Domain / User ID 1
    • User ID 2 or Domain / User ID 2
    But the on the restoring server domain login not equal to both.
    • On Test Server  / Restored server exist only User ID 3 or Domain / User ID 3

    Resolution


      Most of the times when you have tried to add the user in the SQL then also issue not resolved. This is due to failure of one of the following required security requirement.
      • SQL Server not user to DB restored
      • Dynamics NAV not having windows login of login-ed system.


      Solution Summary as follows 

      You will get the permanent solution in following 4 Steps
      1. Open Windows PowerShell ISE
      2. Import the Module to activate Dynamics NAV commands
      3. Refresh Commands
      4. Create New User ID via Power shell
      5. Assign new Permissions to newly created User ID

      1)  Open Windows PowerShell ISE


      To open the Windows PowerShell ISE , you have to type ISE or Windows PowerShell ISE search

      Once you do then will get following screen (left)
      Windows PowerShell ISE in Dynamics NAV
      Windows PowerShell ISE



      Make sure that you have opening the Windows Power Shell in "Run as Administrator" option to get better result.

      Once you open the Windows power shell need make sure right side like windows selected on Windows Power Shell on View menu (This is to make sure all the necessary windows are enabled for view and better understanding only)

      Once you complete this first step is over.

      2) Import the Module to activate Dynamics NAV commands

      Now  our step is to Import the NAV cmdlet command via Windows Power Shell

      Windows Power Shell ISE screen after NAV Module Import
      Windows Power Shell ISE screen after NAV Module Import

      Set-ExecutionPolicy unrestricted -Force
      Import-Module 'C:\Program Files\Microsoft Dynamics NAV\100\Service\NavAdminTool.ps1'

      For entering the command you have paste the given the command on white space available on the above screen. 

      Once you enter the command just press F5 to execute or as mentioned in the image click on to the green symbol with right arrow.

      Note above Query is for the Dynamics NAV 2017 version. If you want to perform the same for other versions the please copy corresponding version queries.

      Dynamics NAV 2013

      Set-ExecutionPolicy unrestricted -Force
      Import-Module 'C:\Program Files\Microsoft Dynamics NAV\70\Service\NavAdminTool.ps1'

      Dynamics NAV 2013 R2

      Set-ExecutionPolicy unrestricted -Force
      Import-Module 'C:\Program Files\Microsoft Dynamics NAV\71\Service\NavAdminTool.ps1'

      Dynamics NAV 2015

      Set-ExecutionPolicy unrestricted -Force
      Import-Module 'C:\Program Files\Microsoft Dynamics NAV\80\Service\NavAdminTool.ps1'

      Dynamics NAV 2016

      Set-ExecutionPolicy unrestricted -Force
      Import-Module 'C:\Program Files\Microsoft Dynamics NAV\90\Service\NavAdminTool.ps1'


      Dynamics NAV 2017

      Set-ExecutionPolicy unrestricted -Force
      Import-Module 'C:\Program Files\Microsoft Dynamics NAV\100\Service\NavAdminTool.ps1'


      Note: given path may different depending upon the NAV installation location

      Once you execute the command system will automatically import all the necessary commands details for corresponding NAV version. So its important to import the same version module to achieve the desired the results.

      3) Refresh Commands

      Refresh commands is the 3rd step. For doing this you have to press Refresh on  right side Commands column available on the Windows Power Shell screen. 
      Once you refreshed system will populate the Dynamics NAV commands for the imported version.

      FYI specifying the important commands available with the Windows Power Shell option


      • Get-NavServerUser - Returns information about all users created in the current Microsoft Dynamics NAV database.
      • Get-NAVServerUserPermissionSet - Returns permission set information for Microsoft Dynamics NAV users.
      • New-NAVServerUser - Creates a new Microsoft Dynamics NAV user.
      • New-NAVServerUserPermissionSet - Assigns a permission set to a Microsoft Dynamics NAV user.
      • Remove-NAVServerUser - Deletes a Microsoft Dynamics NAV user.
      • Remove-NAVServerUserPermissionSet - Removes a permission set from the list of permission sets that are assigned to a Microsoft Dynamics NAV user.
      • Set-NAVServerUser - Changes the configuration settings of an existing Microsoft Dynamics NAV user.
      4) Create New User ID via Power shell
      You can create new NAV user ID via power shell commands by following steps

      Select New-NAVServerUser command and perform the steps given like following screen shot
      New ID Creation NAV 2017
      New ID Creation NAV 2017

      • Enter the "New-NAVServerUser" on Name option
      • Once found on the line choose the "New-NAVServerUser"
      • Above image like screen will populate after selection of "New-NAVServerUser"
      • Fill the ServerInstance of service where new ID need to create
      • Fill the Windows Account, Enter the Domain ID / User Name format (If you don't have any domain then enter the User Name directly)
      • Press Run button at the bottom to finalize this

      5) Assign new Permissions to newly created User ID

      To assign proper permission set to the newly created user then need to follow steps below
      NAV Permission Set Assign Steps NAV 2017
      NAV Permission Set Assign Steps

      • Enter the "NAVServerUserPermissionSet" on Name option
      • Once found on the line choose the "New-NAVServerUserPermissionSet"
      • Above image like screen will populate after selection of "New-NAVServerUserPermissionSet"
      • Fill the ServerInstance of service where new ID need to create
      • Fill the Windows Account, Enter the Domain ID / User Name format (If you don't have any domain then enter the User Name directly)
      • Press Run button at the bottom to finalize this

      Well done!!

      All the steps are over. Now try to re-open the NAV via client. 

      Buy One Get One ( BOGO ) Offer Configuration

      Lot of our viewers asked for the offer settings. So during this post we are going to explain Buy one get one offer configuration setup details for Microsoft Dynamics NAV with LS retail is explained in this post.

      Buy one get one ( BOGO) offer can be configured on LS retail by the help of Mix & Match offer. This post will explain you how to create Buy One Get One offer creation with discount on Least expensive item.

      By-One-Get-One offer creation process is as follows

      • Open Mix & Match Offer
      • Create new Mix & Match offer
      • Assign Proper Validation Period
      • Mix & Match Line Creation
      • Line Group Creation and Setup
      • Discount Type Setup
      • Offer Triggering group definition
      • Number of Least Cost Definition
      • Number of time offer trigger setup
      • Offer Store group setup
      • POS Popup setup


      Open Mix & Match Offer


      You can open Mix and Match offer page via following path available on LS retail system. 
      LS Retail/BackOffice/Sales & Marketing/Pricing, Offers and Coupons/Offers/Periodic/Mix & Match

      Create new Mix & Match offer

      For creating new Mix and Match offer you have to press New option or "Ctrl + N" in new version (RTC).



      Following offer created with Offer Code as "TEST" and Price Group ="All" . 

      Assign Proper Validation Period



      Validation Period ID= " " because no validity limit exist for this. If you required any validity on offer select the Validation Period according to offer limitation. For doing this drilled down the option and create new Validation period. Enter the ID, Description, Starting Date, Ending Date, Starting Time and Ending Time.
      Mix and Match Offer Page Buy One Get One Offer LS Retail
      Mix & Match Offer Page: Buy One Get One Offer

      Mix & Match Line Creation


      Mix and Match line creation need to perform follow following steps
      Type = Item
      No. = 30010  and 30020
      Line Group = A (Will explain why group A is choose here) 

      Mix and Match Discount Configuration
      Mix and Match Discount Configuration


      Line Group Creation and Setup


      Open the Benefits tab and find the No of Line Groups option and click on to that. Setup the Line Group as follows.

      Mix and Match Line Group
      Line Group

      Line Group Code = A
      Value 1 = 2

      Value 1 is mentioned because this offer will trigger only when at least 2 of this entered on the POS.


      Discount Type Setup and other related setups

      Should select Discount Type = "Least Expensive", if you want to sell the offer as per least expensive product.
      For Example,
      Product A having Price 100 
      Product A having Price 200 

      Then once the offer will trigger then discount will give for 100. That means user will 100 % off for the product A. Effect billing will be only 200.


      Number of Least Expensive Items: 1

      Number of Least Expensive Items column should update as per offer requirement. In our case whenever 2 Qty sales happens least expensive item will be free. So configured as 1.

      Least Expensive Disc % = 100

      Least Expensive Disc %  should enter the percentage of discount need to trigger for the least expensive item. In our example Product A is giving totally free so updated as 100. If you want to trigger Least expensive Item with 50 % then setup accordingly.

      Same / Diff MM Lines = Same/Diff. M&M Lines

      In our case any combination is possible so updated as Same / Diff MM Lines. Sometimes users required only combination diff items then need to setup as Diff M&M lines.

      No of Times Applicable = 100

      No of Times Applicable is setup like 100 times this offer will trigger. If you put this field as blank , then the offer will trigger infinite times.

      Following image showing sample offer created as triggered on POS system
      Buy One Get one triggered at POS screen
      Buy One Get one triggered at POS





      Jubel Thomas

      {picture#https://plus.google.com/u/0/photos/116645982191572612106/albums/profile/5718535508567382818} Having 9+ years of Dynamics NAV Experience with Modules like Finance, Sales, Manufacturing, Warehouse, Purchase, Human Resource etc. Also know LS retail, Dynamics AX, Business Intelligence. {facebook#https://www.facebook.com/Navision-Planet-347570178709579/} {twitter#https://twitter.com/NavisionPlanet}

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