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Converting a Database from NAV 2016 to NAV 2017 in Microsoft Dynamics NAV

Introduction: To upgrade the database to NAV 2017,  following main steps must be completed. Convert the database Upgrade the Application code Upgrade the Data This blog gives a steps wise procedure to covert the database from NAV 2016 to NAV 2017 Pre-requisites: Microsoft Dynamics NAV 2016 Microsoft Dynamics NAV 2017 Microsoft SQL Server Management Studio(SSMS) Steps Backup NAV 2016 Database    Open SSMS and connect to the SQL server. Expand the Database to NAV 2016 Database i.e ‘Demo Database (9-0)’. Navigate to Task > Back up. Click on Add then Navigate the path where you want to store the back up(.bak) file by clicking on the Assit edit button. Specify the file name then click on OK. A pop up displays after the back up of NAV 2016 database is taken. Clear all Microsoft Dynamics NAV Server instance records from the dbo.ServerInstance table in the database on SQL Server.You can do this by using SQL Server Management Studio to open and clear the table. Upload 2017 Licence file in NAV 2016 Database ‘Demo Database (9-0)’ Navigate to File > Database > Alter. In the Integration tab, Enable Save licence file and select the licence file of NAV 2017 then click on OK. Alternatively, Select the Tools menu > Licence Information then Upload. Restart the NAV Server Instance in the Microsoft Dynamics NAV admin. Uninstall NAV 2016 and Install NAV 2017. Convert the NAV 2016 Database to NAV 2017. Open Microsoft Dynamics NAV 2017 Development Environment, select the NAV 2016 database i.e ‘Demo Database (9-0) and click on OK. Till will prompt to convert the database dialogue box. Click on OK. A confirmation dialogue box pops up. Click on OK. This will take few minutes. A message pops up once the database is converted. Connect the Server Instance to the converted database Open Microsoft Dynamics NAV Administration, Click on Add Instance. Specify a Server name and unique port numbers then click on OK. An instance is created, open the instance, click on edit, expand the Database tab. In the Database Name specify the converted database name then Restart the instance. In the below screenshot NAV90 is the server instance name for the converted database. Open the converted database in the NAV 2017 Development Environment. Navigate to the Tools menu > Options. Specify the Server Instance name, Server Port and the Management port. Click on OK. Make sure the user login has access to the Converted database. Open SSMS, expand Logins and select the user. Under the ‘Select a page’ tab, Select User Mapping, enable map for the converted database and master database and enable db_owner then click on OK Under master database, expand the Tables, select the Dbo.$ndo$srvproperty then properties. elect the Permissions then select the user and grant Select permission to the user. Restart the Server instance after applying the above permissions. Run the schema synchronization to initialize the database. Open the Microsoft Dynamics NAV 2017 Development Environment, navigate to Tools menu then click on Sync. Schema For All Tables > With Validation. This will pop up a dialogue box, click on Yes. After synchronizations, navigate to Tools menu > Build Server Application Objects. Building the application makes sure that the database is also synchronized in the SQL server and compiled. Building the application may lead to compilation errors which needs to be fixed. Follow the below link to fix .NET variable errors refer this link Build the Application again until the Build is successful. Conclusion: The database is successfully converted to NAV 2017. The next step is Upgrade the Application code for which you can refer this link

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Procedure to display the Amount in Words in a report of Microsoft Dynamics NAV

Introduction: In this article, I will be explaining the procedure to display amount in words in a report of Microsoft Dynamics NAV. Pre-Requisite: Microsoft Dynamics NAV 2016 Procedure: Step 1: Declare the following variables in C/AL Globals: ‘RepCheck’ is a variable of DataType ‘Report’ and Subtype ‘Check’ which is Report 1401. ‘NoText’ is a variable of DataType ‘Text’ with Dimensions Value as 2 which is set by navigating to the properties of the ‘NoText’ variable. ‘AmountInWords’ is a variable of DataType ‘Text’ which will store the final result of the amount in words. Step 2: Now in my custom purchase order report, I want to display the Amount to Vendor in Words. So in the Purchase Header – OnAfterGetRecord() trigger, I have put the following code: I have declared a variable ‘AmountVendor’ of DataType ‘Decimal’ in which I will be storing the ‘Amount to Vendor’. I have rounded off the Amount to 2 decimal places. AmountVendor:= ROUND(“Purchase Header”.”Amount to Vendor”,0.01); Now add the following code to display the Amount in Words: RepCheck.InitTextVariable; RepCheck.FormatNoText(NoText,AmountVendor,”Purchase Header”.”Currency Code”); AmountInWords:=NoText[1]; So the complete code looks like below: Step 3: Now get the variable ‘AmountInWords’ under the DataSource ‘Purchase Header’ in the report and display it in the design layout of the report. After saving and running the report the Amount to Vendor will be displayed in Words as shown below: Conclusion: Thus using the above procedure and the Report 1401 i.e. ‘Check’ report, the amount in words can be easily displayed in any report of Microsoft Dynamics NAV 2016.  

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Error Resolution of Web client reply address for SSO in Dynamics NAV

Introduction: A Single Sign-on (SSO) user experience is achieved between Microsoft Dynamics NAV and the Office 365 Web Applications where the User is authenticated using Office 356 credentials to access NAV Windows client and Webclient. Error: After configuration of SSO in NAV, the Windows client configures SSO successfully but the Web client throws an error. AADSTS50011: The reply address http://localhost/DynamicsNAV100/WebClient/SignIn.aspx?ReturnUrl=%2fDynamicsNAV100%2fWebClient%2f does not match the reply addresses configured for the application: http://localhost/DynamicsNAV100/WebClient/.  Pre-requisites: Microsoft Dynamics NAV 2017 Internet Information Services(IIS) Resolution of the Error: Browse to Internet Information Service(IIS) Select on Microsoft Dynamics NAV, then click on Bindings Click on Add. In the Type Field select ‘https’. In the SLL certificate, select the self-signed certificate generated from the drop down. Click on Restart. Click on Browse link of the Web server Instance and save the url. Configure SSO for Dynamics NAV and in the below command Set-NavSingleSignOnWithOffice365 -AuthenticationEmail “YourAuthenticationEmail” -NavServerInstance “YourNAVServerInstance” -NavUser “YourNavUser” -NavWebAddress “YourNavWebClientAddress” -NavServerCertificateThumbprint “YourNAVServerCertificateThumbprint” -NavWebServerInstanceName “YourNavWebServerInstanceName copy the url saved in the “YourNavWebClientAddress” address. After Binding, Enter your Office 365 credentials and sign in. SSO works successfully for Web client after Binding of the SLL certificate.  

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Procedure to create custom logs in Dynamics NAV

Whether you are a small sized business, a mid-sized one or a large business, Microsoft dynamics nav upgrade is all you must do to gain new heights in your business. Elements NAV clients are passing up the genuine advantages of moving up to Dynamics NAV in the present cloud-based condition. Microsoft is persistently seeing approaches to ad lib the Enterprise Resource Planning Systems or ERPs.  In the event that you overhaul Dynamics NAV, you will be exploiting improved usefulness, new highlights, and upgraded abilities, you can help efficiency, diminish costs, and improve client assistance. Utilizing Microsoft Dynamics NAV Inventory Management, organizations can do errands, for example, setting up elective merchants, mind stock gathering the executives, and get the necessary investigation report easily. Introduction: To track changes that are made to records in a particular table and to store them sequentially in NAV, logs have to be created. Using logs we can record changes that are made to standard or custom fields in a table. In this article, I will be demonstrating the steps required to setup logs in NAV. Pre-Requisite: Microsoft Dynamics NAV 2017 Procedure: 1. Navigate to ‘Change Log Setup’ Page using the NAV windows or web client. 2. In the actions tab, choose ‘Tables’ under Setup group to select the tables and the fields on which changes are required to be logged. 3. A list of all the standard and custom tables will be displayed. Logs can be created on three events: Initially when the record is created, log will be created with the initial value of the selected field to be logged. When the record is modified, log will be created in the system with the old and new value of the selected field to be logged. When the record in deleted, log will be created in the system. 4. You can either select some fields to be logged or select the All fields option. If you select ‘some fields’, click on the ellipses (…) to select the fields on which log will be created. If ‘All fields’ has been selected, by default all the table fields changes will be logged. 5. I have created a log entry on ‘Item’ table on two fields ‘No.’ and ‘Car status’. Car status is a custom field with option datatype. 6. On clicking the ellipses (…) when ‘Some Fields’ is selected, the table field list will be displayed. Select the event when a log record has to be created i.e. Log Insertion, Log Modification or Log Deletion. 7. Now on the Change log setup page, select the ‘Change Log Activated’ checkbox. 8. After creating a record in ‘Item’ table and modifying the values of the ‘Car status’ field, the following logs are created in the system. Date and Time when the log is created is stored which will be useful to get history of events performed in the system at any point. The user ID who is creating and modifying records will be stored. Table caption stores the table name which is selected. Primary Key Field 1 Value stores the Item No. i.e. the unique field in the table. Type of change will be stored i.e. Insertion, Modification or Deletion. For option fields, the old value and new value is stored. Conclusion: These are the steps required to create logs in NAV which will track changes made to the fields selected in the change log setup.

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Deploy a Microsoft Dynamics NAV Database to Azure SQL Database

Dynamics 365 for finance and operations is the ultimate solution for all the modern-day organisations facing issues on ERP level and this is the reason it is the most trusted software in the world which all modern-day organisations have adapted. Get a live perspective on the entirety of your numbers and information investigation from Microsoft elements for money related administrations. This cloud-based Microsoft ERP framework gives the important data you have to convey vital, information-driven bits of knowledge to key divisions. Mechanize your stockroom procedures to lessen operational expenses. With Microsoft ERP, your distribution center supervisors can all the more likely control their set aside, quality-control, and picking activities. Furthermore, with an adaptable work process motor, they can quickly react to changing business needs. Introduction This article describes how to deploy Microsoft Dynamics NAV database to Microsoft Azure SQL Database. To deploy a Microsoft Dynamics NAV database to Azure SQL Database, the database must be exported as a data-tier application (DAC) file, which is known as a .bacpac file. This can be performed by using the SQL Server Manager. Pre-requisite Microsoft Azure subscription and access to the Azure Management portal Microsoft Dynamics NAV database is installed on a SQL Server Database Engine instance. SQL Server Manager is also installed on the same computer. Access to the Microsoft Dynamics NAV installation media (DVD). Purpose: The purpose of this article is to deploy NAV Database on Azure SQL database and to access the deployed Database from Microsoft Dynamics NAV Development Environment. Steps: 1. Create and configure an SQL Database Server in Azure a. Create a SQL database in Azure. Click the New button found on the upper left-hand corner of the Azure portal. Select Databases from the New page, and select SQL Database from the Databases page Enter the Database name, resource group, select source Under Server, click Configure required settingsand click on Create a new server. Fill in the details Server name – valid server name Server admin name, password, Location. Here location is the location name where the Virtual Machine is stored When completed the form click on Select. Click Pricing tier to specify the service tier and performance level for your new database. Use the slider to select 20 DTUs and 250 GB of storage. For more information on DTU see what-is-a-dtu After selected the amount of DTUs, click Apply. Click Createto provision the database. On the toolbar, click Notifications to monitor the deployment process b. Create a server level firewall rule The SQL Database service creates a firewall at the server-level that prevents external applications and tools from connecting to the server or any databases on the server unless a firewall rule is created to open the firewall for specific IP addresses. To set a server-level firewall rule, click on SQL Database > Overview page > click Set server firewall on the toolbar as shown in the following image: The Firewall settings page for the SQL Database server opens. Click Add client IP on the toolbar to add the IP address of the computer that is currently being used and then click Save. A server-level firewall rule is created for the current IP address. Make a note of the SQL Database server name because it will be required later. 2. Deploy the existing Microsoft Dynamics NAV Database to an Azure SQL database. Deploy a databse to SQL Azure wizard is used to deploy database between an instance of the Database Engine and an Azure SQL Database server. The wizard uses a Data-tier Application (DAC) BACPAC archive file to deploy both the data and the definitions of database objects. Limitation and Restriction: The Deploy Database wizard supports deploying a database: From an instance of the Database Engine to Azure SQL Database. From Azure SQL Database to an instance of the Database Engine. Between two Azure SQL Database servers. The wizard does not support deploying databases between two instances of the Database Engine. Using the Deploy Database wizard: In the VM, open SQL Server Management studio(SSMS). Click on File > Connect Object Explorer. Connect to the location of the database you want to deploy. You can specify either an instance of Database Engine or a Azure SQL Database server. In Object Explorer, expand the node for the instance that has the database. Expand the Database Before deployment, remove the windows authenticated users as these will cause failure of the transfer process. To remove the windows login user, navigate to Security under the Database in NAV > Users >Click on the Windows user then delete. Right click the database you want to deploy, select Tasks, and then select Deploy Database to Microsoft Azure SQL Database. This opens the Introduction page, click on Next. In the Deployment settings page, click on connect and specify a path to store the .bacpac file in the Temporary file name. Specify the Azure SQL Server name, authentication is SQL Server authentication and enter the login name and password for the server and click on connect. Specify the Edition of Microsoft Azure SQL Database, Maximum database size and service objective then click on Next. This information can be viewed in the Overview of the Azure SQL Database. The progress of the deployment can be viewed in the summary tab. This may take few minutes. The Result is displayed after completion of the deployment of NAV Database to Azure SQL Database. The Database deployed can be viewed in Azure SQL database. Below is the figure showing the deployed database ‘Demo Database (10-0)’ from NAV to Azure. 3. Set up endpoints for the Microsoft Dynamics NAV client services. To add the endpoint you need to follow the below steps, Click on the Virtual Machine( VM) > overview > Resource Group . This will open an overview for the resource group. select NetSecurity (Network Security Group)  then click on  Inbound Security Rules. 4. Configure a Microsoft Dynamics NAV Server instance on the virtual machine. To configure SQL Server authentication: Set up an Encryption key Configure SQL Authentication on Database Configure SQL Server authentication on Microsoft NAV Sever Instance (Non-Multitenant) or Configure SQL Server authentication on Microsoft NAV Sever Instance (Multitenant Deployment) Follow the below steps to set up an encryption key and configure SQL Authentication on … Continue reading Deploy a Microsoft Dynamics NAV Database to Azure SQL Database

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Increase/Decrease Inventory from Item Card in NAV 2017

Introduction: With Microsoft Dynamics NAV 2017, we can increase or decrease the inventory of an item from the item card itself. Steps: 1. Navigate to Item card. 2. Select assist Edit next to Inventory and enter the New Inventory. 3. If New Inventory is less than current inventory a Negative Adjustment will be passed behind the scene. 4. If New Inventory is greater than current inventory a positive Adjustment will be passed behind the scene. 5. As soon as we enter new Inventory and click ok. 6. System Looks for an Item Journal template, Create a New Batch for the Item Journal. 7. Insert a New Item Journal Line with Default Location as Blank. 8.Post the Transaction. Important points to remember: 1. All the Transaction posted with this will always post with Blank Location Code. 2. The process will not work if item is Mandatory Serial / Lot Tracked. 3. Unit of Measure will be picked from Item Base Unit of Measure.

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Arabic Language Captions in Microsoft Dynamics NAV

Introduction: This blog focuses on displaying the captions of all action buttons of NAV Pages in Arabic language. The requirement was such that the user wanted to view Microsoft Dynamics NAV in Arabic. To suffice this, we installed Arabic module for Microsoft Dynamics NAV 2017 RTC, Server and web client. After installation, only the standard functions e.g New are converted into Arabic language. other functions, buttons are viewed in English. Hence, we need to change the caption labels of these buttons, text constants in Arabic. Pre-requisites: Microsoft Dynamics NAV 2017 Steps: 1. Install Arabic Module for Microsoft Dynamics NAV 2017 RTC, Server, Web Client. 2. Select the objects then Tools > Translate > Export. 3. Change the language code of English i.e 1033 to Arabic 1025. Get translation of English text into Arabic. 4. Save the text file in UTF-8 Encoding. 5. Copy the text file to C:\Program Files\Microsoft Dynamics NAV\100\Service\Translations And C:\Program Files\Microsoft Dynamics NAV\100\Service\Instances then Restart your service Conclusion: After restarting Dynamics NAV services, all the captions buttons of the Pages  appear in Arabic language.

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Procedure to repeat table header rows on every page of a report in Dynamics NAV

Introduction: In reports, we always a requirement to display header rows of the table on every page. In this article, I will be explaining the steps to do the same in Dynamics NAV. Pre-Requisite: 1. Microsoft Dynamics NAV 2. Visual Studio Report design Environment Procedure: 1. Under layout of your report, click on the arrow under Column groups and then click on Advanced Mode. 2. Now click on (Static) under Row Groups section. 3. Navigate to the properties window of the (Static) under row groups which is displayed on the right. If it is not present, you can open it by navigating to View->Properties Windows or using ‘F4’ button. The properties window will then appear on the right. 4. Now, you need to modify the following properties. Set ‘FixedDate’ property to ‘True’. Set ‘KeepWithGroup’ property to ‘After’. Set ‘RepeatOnNewPage’ property to ‘True’. Using the above steps, your table header rows will be displayed on every page of your report. In the above screenshot, my table header row which includes the captions for the column i.e. row containing ‘No’ and ‘Name’ will be displayed on every page of the report.  

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Dynamically hide and show fields according to a specific condition on a page in Dynamics NAV

If you have a small or a mid-sized business and still running an older version, you must seriously think of Microsoft dynamics nav upgrade. Microsoft is consistently seeing approaches to ad lib the Enterprise Resource Planning Systems or ERPs. Utilizing Microsoft Dynamics NAV Inventory Management, organizations can do undertakings, for example, setting up elective sellers, beware of stock gathering the board, and get the necessary examination report effortlessly.  70 percent of Microsoft Dynamics NAV clients around the globe keep on running old variants of NAV. Albeit past NAV forms have conveyed ground-breaking operational advantages all through its use, moving up to the most recent adaptation takes execution, spryness and interoperability to unheard of levels. One of the prime explanations behind not overhauling is the hesitance.  Introduction: We often have a requirement to dynamically hide or show fields on a page according to a certain condition. Setting visibility properties of the fields to ‘True’ or ‘False’ do not help as they do not work dynamically. They are only set when the page is opened initially. In this article, I will be demonstrating the procedure to show or hide fields dynamically on a page according to a specific condition. Pre-Requisite: Microsoft Dynamics NAV 2017 Procedure: This is the scenario that I was customizing. I was working on two types of contracts i.e. Rental and Lease contracts. The user has to select the contract type on the page. Now if the user selects ‘Rental Contract’ as the Contract Type then a certain set of fields should be visible to the user else, they should be hidden. The first step is to put all the fields that should be shown or hidden dynamically in a separate group on the page. In the above screenshot, I have put all the fields that should be shown or hidden dynamically when ‘Rental Contract’ is selected in ‘Contract Type’ field which is an option field consisting of OptionString ‘Rental Contract and Lease Contracts for Uber and Non-Uber drivers’ under ‘Rental details’ group. Next, go to the properties of the group that contains the fields which should be dynamically hidden or shown i.e. properties of ‘Rental details’ group. Now in the visible property section, define the condition that triggers the fields to be dynamically shown or hidden. So, I have set the condition that when ‘Contract Type’ equals ‘Rental Contract’ then only ‘Rental details’ group should be visible i.e. I have written the condition as below:  “Contract Type”=”Contract Type”::”Rental Contract” Below are the screenshots of my page: The above shows the three options available for contract type. So if Contract type ‘Lease contract for Non-Uber drivers’ or ‘Lease contract for Uber drivers’ is selected then the ‘Rental details’ group along the fields it contains are hidden. The above screenshot shows that only if ‘Rental Contract’ is selected as ‘Contract Type’, only then the Rental details group and the fields it contains becomes visible.

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NAV Error: “Resource not found” in TIBCO Cloud Integration

Introduction: In this article, we will see how to resolve the below error while creating/quering records from NAV. Error Details: Error in calling Operation Query (Lookup Block): Operation failed. Label: Lookup CFSCar, Name: CFSCarLookup, Message: The following error has occurred in the Dynamics NAV Connector: Error: NotFound status code = 404. Resource not found for the segment ‘CFSCar’. Scenario: We have a scenario where we are building Integration Process between Microsoft Dynamics 365 (CRM) and NAV 2017. For NAV entities to be visible in Scribe Online, we have to create a Web Service in NAV for that entity. For more Information, you can check our blog article here. So, we had created a Web Service for Item entity i.e. here Items are Car details so the name ‘CFSCar’ in NAV. The ‘CFSCar’ Entity was visible in Scribe Online. But, recently we were getting “Resource not found” error for ‘CFSCar’ entity. So, we Reset the metadata for NAV connection in Scribe and the entity ‘CFSCar’ was not visible anymore. Troubleshooting: We checked the OData URL for entity ‘CFSCar’. We were getting the below error. Reading the above error, we couldn’t pin point the exact error, so we checked the SOAP Url as well. In the SOAP URL for ‘CFSCar’ entity, proper error was displayed. Error details: Naming Conflict within the “Car Status” object. Fields “Rental/Ops Hold” and Rental / Ops Hold” are both transferred to “Rental_Ops_Hold”. Please find new a name for one of those fields! Turns out there was two Status of same name which was causing an issue. Solution: Once we deleted the duplicate status the error was resolved.

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