Dealers must guide out how they need information, for example, stock, requests, clients, and items to move through every framework. At that point, they should assemble a stage that bolsters these streams. This requires a group with broad information on your frameworks to have the option to fabricate a custom combination arrangement without any preparation. Microsoft dynamics nav upgrade provides you all of this Explanations behind structure a custom coordination including your business having incredibly remarkable necessities or the requirement for unlimited oversight and responsibility for venture. You should have the option to assemble, uphold, and keep up the incorporation. On the off chance that you have the correct prerequisites to legitimize it, at that point custom reconciliation could be best for you. Introduction: This blog describes how to change the screen while loading Microsoft Dynamics NAV Pre-requisites: Microsoft Dynamics NAV Steps: 1. Navigate to the path C:\Program Files (x86)\Microsoft Dynamics NAV\100\RoleTailored Client\Images. 2. Open the splash screen in Paint and save it with extension .png. I’ve added the text ‘Happy New Year’. 3. Copy and replace the image in the above folder. 4. Launch Microsoft Dynamics NAV.

Introduction: Microsoft Dynamics NAV 2017 Web client had limitations such as the reports couldn’t be previewed. The reports could be saved as .pdf file but we couldn’t preview the reports  as we could do in the Windows Client. With the new release of Microsoft Dynamics NAV 2018, there is availability of Print Preview for non-Internet Explorer browsers. Pre-requisites: Microsoft Dynamics NAV 2018.(with Web Client set up) Summary: 1. Previewing a report in the Dynamics NAV Web client was only possible in Internet Explorer, but is now possible on all supported browsers with the release of Microsoft Dynamics NAV 2018. 2. Now, we can preview a report directly in the client by choosing the Preview button on report request pages. This displays the report by using the new PDF Viewer control, which enables us to use our  keyboard and mouse to navigate the report and download it to our computer. 3.The report preview in the Web client has been refurbished with a new design and additional features. It works with all supported browsers. We preview a report by choosing Preview on the report options page. A toolbar provides several features for working with the report, such as zooming in and out, downloading to file, and more. Two new features include selecting text and panning: • Select text This feature lets you select one or more words, paragraphs, or rows in the report, and then copy and paste it somewhere else, like a page in Financials or a Microsoft Word document. • Pan the document This feature lets you move the visible area of the report in any direction, so you can view other areas. This is helpful when you have zoomed in to see details. Limitation of Microsoft NAV 2018 Web client are mentioned in the below link- https://docs.microsoft.com/en-us/dynamics-nav/browser-limitations-with-the-microsoft-dynamics-nav-web-client

Introduction: This blog demonstrates the creation of Reports through extensions in Microsoft Dynamics NAV Development Preview Environment(Microsoft Dynamics 365 for Financials and Operation, Business Edition). Pre-requisite: Microsoft Dynamics NAV Development Preview Environment Visual Studio Code with AL Extensions Demonstration: 1. Creating a  Report using AL extensions. report 50100 MyReport {     UsageCategory = ReportsAndAnalysis;     ApplicationArea = All;     CaptionML = ENU = ‘MyCustomerList’;     RDLCLayout = ‘ReportLayouts/MyReport.rdl’;    // WordLayout=’ReportLayouts/MyReportWord.docx’;     // DefaultLayout=Word;     dataset     {         dataitem(DataItemName; Customer)         {             column(CustomerName; Name)             {             }             column(CustomerNumber; “No.”)             {             }         }     }     requestpage     {         layout         {            area(content)             {                 group(GroupName)                 {                     field(HideDetails; HideDetails)                     {                     }                 }             }         }         actions         {             area(processing)             {                 action(ActionName)                 {                 }             }         }     }     var         HideDetails: Boolean; } 2. Creating a Page Action to run the Report using AL extensions. pageextension 50100 MyExtension extends “Customer List” { layout{ } actions { // Add changes to page actions here addlast(“&Customer”) { action(ShowMyReport) { ApplicationArea = All; trigger OnAction(); begin clear(myReport); myReport.Run; end; } } } var MyReport : Report MyReport; } 3. Installing the extension and executing the Report, the results are blank as the Layout for the Report is not set. 4. To create the layout, search for ‘Report Layout Selection’. 5. Then select the report added through the extensions and Export the template. 6. Open the RDL Export file in SSRS or Visual Studio and add the relevant fields or tables. 7. In the Visual Studio Code add the following lines of code. RDLCLayout=<PATH of RDL File>; UsageCategory = ReportsAndAnalysis; ApplicationArea = All; 8. Viewing the Report Conclusion: Thus according to the NAV 2018, the report when created in C/SIDE automatically has an RDL file associated with it. But when creating reports through extensions separately the layout needs to be created.  

Introduction: This blog describes Container, Docker, and Benefits of using Containers. As containers was a new functionality in Microsoft Dynamics NAV Development Preview from September Update, this document also demonstrates creating containers and how to implement extensions using containers. Also, it includes saving the image into Azure Container Registry Service. Pre-requisites: Microsoft NAV Development Preview(December update) Visual Studio Code(VS Code) Description of Containers: 1. What is a Container? A container image is a lightweight, stand-alone, executable package of a piece of software that includes everything needed to run it: code, runtime, system tools, system libraries, settings. Available for both Linux and Windows based apps, containerized software will always run the same, regardless of the environment. Containers isolate software from its surroundings, for example differences between development and staging environments and help reduce conflicts between teams running different software on the same infrastructure. 2. Why do we use container? When you are running an app on a computer, you stand the risk that it will conflict with everything else on the machine. If two apps are having the same name and utilizing the same folder structure on the hard drive, there is a conflict and if 2 apps are using different versions of the same DLL, there might be problems.With a container, you achieve a higher level of isolation. Each container has its own file system, its own registry, its own network layer with its own published ports, and of course its own memory space – kind of like a virtual machine, just without the fat guest operating system. 3. What is a Docker? Docker is the company driving the container movement and the only container platform provider to address every application across the hybrid cloud.Docker enables true independence between applications and infrastructure and developers and IT ops to unlock their potential and creates a model for better collaboration and innovation. 4. Implementing Docker: What is a Docker Image? An image is an inert, immutable, file that’s essentially a snapshot of a container. Images are created with the build command, and they’ll produce a container when started with run. Images are stored in a Docker registry such as registry.hub.docker.com. i. List of Docker Images ii. List of Containers PS C:\Users\cfadmin> docker ps CONTAINER ID        IMAGE                                     COMMAND                  CREATED             STATUS                   PORTS                                                                                                        NAMES c45e57849c56        microsoft/dynamics-nav:devpreview-finus   “powershell -Comma…”   14 hours ago        Up 2 minute s (healthy)   80/tcp, 1433/tcp, 0.0.0.0:443->443/tcp, 0.0.0.0:7046-7049->7046-7049/tcp, 7045/tcp, 0.0.0.0:8080->8080/t cp   navserver iii. Creating a new Container PS C:\demo> docker run -e ACCEPT_EULA=Y a9 Initializing… Starting Container Hostname is 0b04fbea782e PublicDnsName is 0b04fbea782e Using NavUserPassword Authentication Starting Local SQL Server Starting Internet Information Server Creating Self Signed Certificate Self Signed Certificate Thumbprint 52600A924814D5A8848D7990BC3F76F7FB6FAF66 Modifying NAV Service Tier Config File with Instance Specific Settings Starting NAV Service Tier Creating DotNetCore NAV Web Server Instance Enabling Financials User Experience Creating http download site Creating Windows user admin Enabling SA WARNING: This license is not compatible with this version of Dynamics NAV. Creating NAV user WARNING: This license is not compatible with this version of Dynamics NAV. WARNING: This license is not compatible with this version of Dynamics NAV. Container IP Address: 172.18.232.162 Container Hostname  : 0b04fbea782e Container Dns Name  : 0b04fbea782e Web Client          : https://0b04fbea782e/NAV/WebClient/ NAV Admin Username  : admin NAV Admin Password  : Tyvo6712 Dev. Server         : https://0b04fbea782e Dev. ServerInstance : NAV Files: http://0b04fbea782e:8080/al-0.12.15359.vsix http://0b04fbea782e:8080/certificate.cer Initialization took 105 seconds Ready for connections! Note: Instead of full Image ID starting few characters can be used as Identifiers. Image Name can also be instead of Image ID. Download the Certificate from the URL and installed in Enterprise Trust, Trusted Publisher. iv. Viewing the created Container PS C:\demo> docker ps CONTAINER ID        IMAGE                                     COMMAND                  CREATED             STATUS                 PORT S                                                                                                        NAMES 0b04fbea782e        a9                                        “powershell -Comma…”   3 hours ago         Up 3 hours (healthy)   80/t cp, 443/tcp, 1433/tcp, 7045-7049/tcp, 8080/tcp                                                           stupefied_stonebraker ca1980d041c6        microsoft/dynamics-nav:devpreview-finus   “powershell -Comma…”   28 hours ago        Up 6 hours (healthy)   80/t cp, 1433/tcp, 0.0.0.0:443->443/tcp, 0.0.0.0:7046-7049->7046-7049/tcp, 7045/tcp, 0.0.0.0:8080->8080/tcp   navserver Newly Created Container with name as ‘stupefied_stonebraker’ and ID as ‘0b04fbea782e’ 5. In Visual Studio Code: i. Contents of Launch.json file ii.Contents of App.json file iii. Contents of Code unit which displays a Hello Message iv. Contents of Customer Card which Creates a field and an action that triggers the CodeUnit above v. Contents of Customer Table Extension that adds a field  vi. in the Extension Management Pane vii. Action in Customer Action vii Displaying Hello Message viii. Added field in the Customer Card Page 6. Merging the Containers in Image and Managing with Azure Container Service i. Comitting the Container ‘stupefied_stonebraker’ to Image ‘microsoft/dynamics-nav:devpreview–finus’ PS C:\Users\vmadmin> docker stop stupefied_stonebraker stupefied_stonebraker PS C:\Users\vmadmin> docker commit stupefied_stonebraker microsoft/dynamics-nav:devpreview-finus sha256:eca05b64ed3619c688225685613e27fb4dbb6823aee46e24e96f3d813158440f ii. Tag the Image ’ microsoft/dynamics-nav:devpreview–finus’ as ‘navcontainerregister.azurecr.io/dynamics-nav:v1’ and push the committed image to Azure Container Service PS C:\Users\vmadmin> docker tag microsoft/dynamics-nav:devpreview-finus navcontainerregister.azurecr.io/dynamics-nav:v1 PS C:\Users\vmadmin> docker login –username NavcontainerRegister –password 6QiIyg9ICAa=aEg1jL2Wp8JumxvfPAEd navcontainerregister.azurecr.io Login Succeeded PS C:\Users\vmadmin> docker push navcontainerregister.azurecr.io/dynamics-nav:v1 The push refers to a repository [navcontainerregister.azurecr.io/dynamics-nav] 79bb52c8ab0d: Preparing 9c54b1a40ebc: Preparing 0d828dcd4895: Preparing b52bf723b284: Preparing 4beec416a215: Preparing 282537c6428c: Preparing b786ae432ac1: Preparing b07b88fd6145: Preparing 28c2b5be05f7: Preparing cc91b1f75f98: Preparing 7305c5891baa: Preparing bb5530559b18: Preparing 021428a01c82: Preparing 13b346524402: Preparing cda2d40c0d33: Preparing 64efa9cbaf9b: Preparing aa2b81bfb0aa: Preparing 505553846eae: Preparing 7a83b9538cb1: Preparing 20c2a3ed5225: Preparing 5437ac367abf: Preparing c856f8e0a2f7: Preparing f358be10862c: Preparing b07b88fd6145: Waiting 28c2b5be05f7: Waiting cc91b1f75f98: Waiting 7305c5891baa: Waiting bb5530559b18: Waiting 021428a01c82: Waiting 13b346524402: Waiting cda2d40c0d33: Waiting 64efa9cbaf9b: Waiting aa2b81bfb0aa: Waiting 505553846eae: Waiting 7a83b9538cb1: Waiting 20c2a3ed5225: Waiting 5437ac367abf: Waiting c856f8e0a2f7: Waiting f358be10862c: Waiting 282537c6428c: Waiting b786ae432ac1: Waiting b52bf723b284: Pushed 9c54b1a40ebc: Pushed 4beec416a215: Pushed b07b88fd6145: Pushed 282537c6428c: Pushed b786ae432ac1: Pushed cc91b1f75f98: Pushed 28c2b5be05f7: Pushed bb5530559b18: Pushed 021428a01c82: Pushed cda2d40c0d33: Pushed 13b346524402: Pushed aa2b81bfb0aa: Pushed 64efa9cbaf9b: Pushed 505553846eae: Pushed 20c2a3ed5225: Pushed 79bb52c8ab0d: Pushed c856f8e0a2f7: Skipped foreign layer f358be10862c: Skipped foreign layer 0d828dcd4895: Pushed 7305c5891baa: Pushed 7a83b9538cb1: Pushed 5437ac367abf: Pushed v1: digest: sha256:0aa9bfe03388e4fa20f83fcac99dafdf1933f58a2aed9d1c8bb2d05d162f062e size: 5343 iii. Azure Container Registry Repository: Pushed Image into Container Registry in Repositories Conclusion: These are the actions that can be performed on Container using Docker and how extensions are developed on Containers.  

Do you feel like the vast majority of your information lives in Excel spreadsheets? Joining deals with that, as well, Microsoft dynamics nav upgrade improves your operational productivity so you have all the more convenient information. This permits you to know things quicker like when to move stock from area to another, when to markdown items, and how to showcase in one district versus another. Coordination prompts snappier dynamics.  The present clients request a great deal from vendors. Having the option to settle on basic business choices at the ideal time depends on having perceivability into your tasks. Mix is regularly the way in to that kind of perceivability. It gives you a focal area to oversee and see all your information. Introduction: In this blog, we’ll see the ‘UserName’ authentication in Dynamics NAV. It is used when we want to use the existing Windows User and has a password associated with it. This method is preferred when two or more users use the same machine and require a simple password security so that only they can access their account. Prerequisite: Microsoft Dynamics NAV Procedure: Create a User in Windows Client by going to Administration > IT Administration > General or by typing Users in Search. Create a NAV Server Instance from Administration with Credential Type as ‘UserName’. Change the ClientUserSettings ‘C:\Users\<Username>\AppData\Roaming\Microsoft\Microsoft Dynamics NAV\100\ClientUserSettings ‘Give the Server, ClientServicesPort, Server Instance & ClientServicesCredentialType. Open the Windows Client and enter the credentials. Windows Client HomePage: Conclusion: Thus, this method is preferred when two or more users use the same machine and require a simple password security so that only they can access their account.

Incorporating your Microsoft dynamics nav upgrade isn’t something you do in only a day or two. It takes a cautious arrangement and the correct assets. At the point when done quickly or without appropriate exploration, retailers can be left with expensive tasks that last months and never appear to work accurately. That is the reason a few dealers frequently dread incorporation.  Notwithstanding, these feelings of trepidation shouldn’t prevent you from capitalizing on your retail frameworks. You simply need to accomplish some work forthright and pick the best mix answer for your business. Merchants with in-house IT groups of NAV will here and there decide to assemble their joining themselves.. This requires your group to have top to bottom information on the specialized foundation of NAV and some other frameworks you need to incorporate.  Introduction: Generally, when we set up Microsoft Dynamics NAV, the authentication method by default is ‘Windows’. Windows Authentication : This method allows you to connect to NAV as the current Windows user. Username Authentication : This method requires that the user provide a User name, Password, and Domain name. Users are authenticated using their Windows account NavUserPassword Authentication : Users are authenticated using their Username and password instead of windows authentication AccessControlService Authentication : Users are authenticated using Access control Service. The Username and web service key must be specified. This blog provides a step wise procedure to  authenticate Dynamics NAV using NavUserPassword Pre-requisites: Microsoft Dynamics NAV 2017 Steps: 1. Create a self-signed certificate or use a SSL certificate. To create a self-signed certificate follow the below steps: Download Self-signed certificate generator (PowerShell) from Technet. Open Windows Powershell ISE as administrator. Go to the directory where you saved the New-SelfSignedCertificateEx.ps1 file. Run the following command: Import-Module .\New-SelfSignedCertificateEx.ps1. New-SelfSignedCertificateEx –Subject “CN=<your site name>” –IsCA $true –Exportable –StoreLocation LocalMachine Here <your site name> is the name of your computer. Save the thumbprint generated in a notepad for future reference. 2. Manage the certificate Open the mmc.exe from  Start Go to the File menu, and then choose Add/Remove Snap-in. Select Certificates and choose Add Select the computer account. Choose Finish and then OK. The Expiration Date of the certificate will be 1Y-2D (01 Year – 02 Days) valid From 1 Day Before you create Certificate. 3. Add Permissions to certificate Right Click Certificate. From All Tasks Select Manage Private Keys. Add NETWORK SERVICE permission to the certificate 4. Copy the Certificate Copy the Certificate from Personal / Certificate Node. Paste the certificate into the Trusted Root Certification Authorities/Certificates folder, Enterprise trust, Trusted publishers and Trusted people. 5. Enter the Certificate Thumbprint Open the Microsoft Dynamics NAV 2017 Administration. Click on the NAV instance and enter the Certificate Thumbprint. 6.  Configure IIS(Internet Information Service) Open IIS and click on Microsoft Dynamics NAV 2017 under Sites folder Click on Bindings Click on Add, select https under type and select the certificate under the SSL certificate 7. Create a User in NAV Navigate to CRONUS International Ltd./Departments/Administration/IT Administration/General/Users and create a new user.e.g Username : CHRIS_USERPASS and click on Password and set an appropriate password with a combination of  one uppercase alphabet, one number and special character Set Permission to SUPER under User Permission Set tab. Navigate to the ClientUserSettings file of the user and make the following changes. Change ClientServicesCredentialType parameter value from ‘Windows’ to ‘NavUserPassword’. If you are creating a new server instance mention the Client service port and Server Instance Name. In the web config file(C:\inetpub\wwwroot\<webclientname>) change the  “ClientServicesCredentialType” value=”NavUserPassword”  also change the ClientServicePort and Server instance if you are configuring the ‘NavUserPassword’ for a new server instance 8. Launch Windows Client This will prompt for username and password after which Windows client will launch successfully. 9. Launch Web Client Conclusion: To summarize the blog, create a self signed certificate, assign it permissions and copy the certificate to the necessary folder. Copy the thumbprint in the NAV instance and bind the certificate in IIS. create a user with password and make necessary changes in the ClientUserSettings and web config file.

Introduction: In this article I will be giving the procedure required to hide whitespace if the textbox value is empty and hence not displayed in a report of Dynamics NAV. Pre-Requisite: Microsoft Dynamics NAV Procedure: 1. I have created a simple report with four field values from Customer table for demonstration. 2. I want to display these four fields in a report. So I have created a textbox in the report with these four field values. Instead of creating four different textboxes, I prefer only adding one textbox and giving a line break between each field. 3. The value of the expression of the textbox is as follows: =First(Fields!Name_Customer.Value, “DataSet_Result”) & “<br/>” & First(Fields!Address_Customer.Value, “DataSet_Result”) & IIf(First(Fields!Address2_Customer.Value, “DataSet_Result”)<>””,”<br/>”,””) & First(Fields!Address2_Customer.Value, “DataSet_Result”) & “<br/>” & First(Fields!City_Customer.Value, “DataSet_Result”)  Expression A I’ll explain the Expression A below in detail:  a. “<br/>” is added to insert a line break between each field value. But this expression is used in HTML. So we need to set the textbox to Interpret HTML tags as styles. Hence, you need to double click on your textbox expression. On double clicking the expression, a window opens up which is the Placeholder Properties window. In the Placeholder properties window, set the ‘Markup type’ to ‘HTML-Interpret HTML tags as styles’. b. Now, there is a possibility that ‘Address 2’ field value of the Customer can be empty at times. So a whitespace will be displayed in the report. So to remove the whitespace, I have put the below expression in Point no.: 3 IIf(First(Fields!Address2_Customer.Value, “DataSet_Result”)<>””,”<br/>”,””)  This means that if the Address 2 of the Customer has a value there will be a line break and if no value is present nothing will be displayed and there will be no line break too. Hence whitespace will not be visible in the report. This can be done for any field value which has a possibility to be empty. The output of the report looks like below: I executed the report for Customer No: 01445544-Progressive Home Furnishings If the Address 2 field value is empty:  Report preview is as below:  If the Address 2 has a value present: Report preview is as below: This is the simplest way to hide whitespace in a report if the textbox value is empty.

Introduction: What is Workflow User group? Workflow user group is a group of users under one group title in Workflows with the users’ number in a process sequence such as an approver chain. To define an approval request to be not approved until multiple approvers in a approval chain have approved it, set up approvers with incremental sequence number.Here the approval request is sent to the user with highest sequence number i.e. 1. This user will have to approve the request then an approval will be sent to the next user with sequence number 2 and so on. To define approval request is not approved until multiple equal approvers have approved it regardless of the hierarchy assign same sequence number to the users.Here the approval request is sent to all users in the group at the same time. Here, both the approval requester and approver must be set up in the Approval User Setup. This blog provides a step wise procedure how to create approval workflow using workflow user group. Pre-requisites: Microsoft Dynamics NAV 2017 Steps: I’ll explain workflow user group using a scenario. Scenario:  A sales department has a group of two sales managers. An approval request must be sent to the sales managers if the sales order amount is greater than 4000 and even if one of the sales manager approves the request, the document should be released. 1. Create a workflow user group Navigate to Workflow User group in the search bar in Dynamics NAV and click on New. Enter the code and description for it. Insert the approver users with sequence number as 1 2. Create a new Sales Order Workflow Open workflow using the path CRONUS International Ltd./Departments/Administration/Application Setup/Workflow/Workflows Click on New Workflow from Template button from the ribbon. click on the Sales Documents category and select Sales order workflow Here the Sales Order Approval Workflow opens. Click on the first event condition and add a condition on amount > 4000 The response of the first event sets the Sales order status to Pending approval, creates and sends the approval request to the approvers. 3. Set the Approver Type to Workflow User group  We are using the approval type as workflow user group hence, we need to specify this group in the workflow. Now click on the assist edit button of the first response and click on the third response line. By default the approver type is Salesperson/Purchaser Select the Workflow User group from the Approver Type drop down and select the workflow user group code. Now the approval request will be directly sent to the Workflow User group with code SALES MANAGER 4. Set the sales order workflow condition Click on the second event ‘An approval request is approved’. Here we observe that the condition reads Pending approval :0 which means that when all the approver users approve the request i.e. when the the count of the pending approval is 0 then according to the response, release the document. Now we want even if one of the approver users approves the request, the sales order document must be released. we’ll have to change the condition to Pending approval :1 Here when the approval request is sent to both the sales managers, the pending approval count is 2. Now when one of the sales manager approves the sales document the count decreases to pending approval:1hence when the one of the sales manager approves the sales order document the sales order is Released Finally enable the workflow 5. Send an sales order approval request Navigate to sales order and create a sales order greater than 4000 and click on send approval request. Observer the status of the sales document changes to Pending Approval. Login Microsoft Dynamics NAV with the sales manager user credentials and navigate to ‘Request to Approve’ To view the sales order click on Open Record To approve the order click on Approve. This will Release the sales order document. To reject the order click on Reject. This will change the status to Open. Comments can be added by clicking on comments. The sales manager approves it and the document is approved thus the status changes to Released Conclusion: To summarize everything, create a sales order workflow from the template. Create a workflow user group and assign sequence number to 1. Set the condition of amount > 4000 and Pending approval to 1. Select approver type as Workflow user group and select the workflow user group code. Finally enable the workflow.

Introduction: In a scenario where a company uses Excel to keep the data and wants to move its ERP to Dynamics NAV.  A lot of data needs to be added in NAV in order to get a full system working. Thus, copying each entry could be a time-consuming task. Microsoft Dynamics NAV is enabled with the feature to Import and Export Data to and from Excel. Procedure: Ways to Import Export Data from Microsoft Dynamics NAV to Excel There are two ways to Import Export Data to and from NAV Using XMLPORT(Server Side) Using Configuration Packages(Client Side) XMLPORT Method Steps: 1. Create a new XMLPORT in NAV Server Object Designer Window 2. Adding Entries in the XML Port NodeName: Root > Node Type: Element > Source Type: Text > Data Source: <Root>(By Default) NodeName: Table Name(Anyname is fine) > NodeType: Element > SourceType: Table > Data Source: Table(Select the Table click on the Rollup Button) NodeName:Field Name > NodeType: Element > SourceType: Field > Data Source: Field(Select from the Rollup) 3. Indent the Entries as Root(Indent: 0) > Table(Indent: 1) > Fields(Indent :2) 4. Changing the properties of the XMLPORT Delimiter: <‘’> Separator: <TAB> 5. Change the Properties of the Table Format: Variable Text AutoUpdate: Yes AutoReplace: No 6. Save the XMLPORT and RUN For the first time Choose the Direction as ‘Export’ > Save > Filename.xls 7. Open the file, make change the entries and close the file 8. Run the XMLPORT and choose direction as ‘Import’ and select the file Verify whether the import is successful by checking the entries in the table. IMPORT EXPORT using Configuration Packages 1. >Open the Microsoft Dynamics NAV (Client Application) and search Configuration Packages. 2. Create a New Configuration Packages > Enter the following values in required fields as Code: 123(Appropriate Number) and Package Name: Excel Import(Appropriate Name) > Select the Table ID:50001(Using Drop Down) and Table Details will be updated. 3. Under the ‘Tables’ ribbon click on Excel > Export to Excel > Save as appropriate file 4. Open the Excel File and change the entries 5. From the ‘Tables’ ribbon, select Import from Excel and Select the file 6. By this time the data is not written to the table just imported. Thus have to apply the data. After applying, it gives the data inserted or modified or errors if any. Conclusion: The fields are mapped first, thus all the fields to be Imported and Exported are to be known first. Only one excel file per table can be used. The file extension needs to be .xls and not .xlsx as it gives an encoding error while opening the file. Importing or Exporting computed fields cannot be done by this method.

There’s no compelling reason to enter similar information again and again to different frameworks. At the point when you enter information into one framework, information naturally synchronizes to your different frameworks as characterized by your standards. Consider item data in NAV synchronizing to your webstore, online requests adjusting to NAV, and delivery and following information matching up to your webstore. Computerization spares you time since by dispensing with the requirement for you to enter information yourself.  Another significant advantage of microsoft dynamics nav upgrade is that it improves your information quality. Your information won’t be inclined to human mix-up like mistakes and erroneous spellings. Coordination guarantees that quality information makes it to the entirety of your frameworks. Introduction: To show visual representation of aggregated data in Microsoft Dynamics NAV client, tiles are created in NAV which are called Cues. Cues are more user-friendly. It helps the user to get quick details of aggregated data like the total number of open sales orders, total number of customers with a particular status, etc. Pre-Requisite: Microsoft Dynamics NAV Purpose: In this article, I am going to demonstrate the procedure to create a custom Cue based on a query in Dynamics NAV. The scenario which I am going to elaborate is the numbers of contracts which is a custom entity repossessed in the current month. Procedure: I have created a field ‘Status’ in my custom table ‘Contracts’ which is an option field which has the following OptionString ‘Created,Active,Terminated,Ended,Repossessed,Switched’. Now I am creating a cue to find the total number of contracts repossessed in the current month that means the total number of contracts for which status has been changed to ‘Repossessed’ in the current month. I have created two fields in ‘Contracts’ table viz. ‘Repossessed month’ and ‘Repossessed Year’ which will get populated with the Month name and the Year when the Contract status has been changed to ‘Repossessed’ respectively. The next step is to create a query. I have created a query ‘CF_RepossessedMonthQuery’ which will give the count of the total number of contracts repossessed in the current month. The result of the query is as follows: Now create a field in a new table which will store the count of the number of repossessed contracts in the current month. For this, I have created a new field in a table ‘RepossessedContractsMonth’ of DataType ‘Integer’  Navigate to C/AL globals and create two new functions as below:  a. ‘ContractsRepossessedThisMonth’ with Return Value Name ‘CountContracts’ and ReturnType ‘Integer’ and the following local variables. Navigate to properties and set the local property of this function to ‘No’. Go to C/AL code and add the following code for this function: ‘DrillDownContractsRepossessedThisMonth’ with the following local variables:  Navigate to properties and set the local property of this function to ‘No’. Go to C/AL code and add the following code for this function: ‘DrillDownContractsRepossessedThisMonth’ is created so that on clicking the cue the respective records open in a list. The next page is to add the field created in step 4. Create a new group in a page with subtype ‘CueGroup’ Go to C/AL code and in OnOpenPage() add the following code: In OnAfterGetRecord() add the following code:Assign the function created in step 5.a to the field added in the page ‘RepossessedContractsMonth’. In OnDrillDown() of RepossessedContractsMonth add the following code which will call the function created in step 5.b. Save the changes and run the page created in step 6. The output looks like below: On clicking the ‘Contracts Repossessed this Month’ Cue the 2 respective contracts are displayed whose status has been changed to ‘Repossessed’ in the current month. You can add these cues to any standard role center page like Business Manager Role Center, Sales Manager Role Center, etc.  so that the cues are visible when the user opens the NAV client. Conclusion: Using the above procedure, custom cues can be created in Dynamics NAV which will be displayed.