| CHAPTER 1 FOREWORD |
Page |
8 |
| 1.1 About the authors |
Page |
9 |
| 1.2 Subject of this book |
Page |
11 |
| CHAPTER 2 GENERAL INTRODUCTION |
Page |
13 |
| 2.1 Classic and RoleTailored Architecture |
Page |
13 |
| 2.1.1 Microsoft Dynamics NAV 2-tier architecture |
Page |
13 |
| 2.1.2 Some reasons for the 3-tier Architecture |
Page |
14 |
| 2.1.3 Microsoft Dynamics NAV 3-tier architecture |
Page |
15 |
| 2.2 Introduction to RoleTailored Applications |
Page |
17 |
| 2.3 Comparison between RoleTailored Client and Classic
Client |
Page |
18 |
| 2.4 Working with NAV RoleTailored Client |
Page |
20 |
| 2.4.1 Use the Role Center (Home) |
Page |
21 |
| 2.4.2 Customize the Role Center |
Page |
22 |
| 2.4.3 Removing menu items |
Page |
26 |
| 2.4.4 Reset your changes |
Page |
26 |
| 2.4.5 Create and customize a new Menu |
Page |
26 |
| 2.5 Concept of Pages |
Page |
33 |
| 2.5.1 Menu Bar |
Page |
33 |
| 2.5.2 Action Pane |
Page |
36 |
| 2.5.3 Fact Box Pane |
Page |
40 |
| 2.5.4 Creating a new Link |
Page |
44 |
| 2.5.5 Creating a new Note |
Page |
45 |
| 2.5.6 Customize list pages |
Page |
48 |
| 2.5.7 Filter Pane |
Page |
51 |
| 2.5.8 Sorting of data |
Page |
52 |
| 2.5.9 Search (Quick filter) feature |
Page |
52 |
| 2.5.10 Filter possibilities (Advanced Filters) |
Page |
53 |
| 2.5.11 Personal options - Create Charts |
Page |
57 |
| 2.5.12 Short Cuts and Keyboard Usage |
Page |
60 |
| CHAPTER 3 PAGE DESIGN WITH MICROSOFT DYNAMICS NAV
2009 |
Page |
64 |
| 3.1 Introduction to pages |
Page |
64 |
| 3.1.1 What is the difference of pages in comparison to
forms? |
Page |
64 |
| 3.1.2 What types of pages do exist? |
Page |
65 |
| 3.2 Create my first 2 pages (Card and List page) |
Page |
66 |
| 3.2.1 Create my first list page |
Page |
66 |
| 3.2.2 Create my first card page |
Page |
70 |
| 3.3 CardFormID and Lookups |
Page |
73 |
| 3.3.1 CardFormID |
Page |
73 |
| 3.3.2 Drop Down and Field Groups |
Page |
75 |
| 3.3.3 Lookups |
Page |
82 |
| 3.4 Create Actions |
Page |
86 |
| 3.4.1 Related Information |
Page |
86 |
| 3.4.2 Report (Actions) |
Page |
89 |
| 3.4.3 Action Items |
Page |
92 |
| 3.4.4 NewDocumentItems |
Page |
96 |
| 3.4.5 Using Properties |
Page |
98 |
| 3.5 Create a Document page |
Page |
104 |
| 3.5.1 (Starting) Create a Header page |
Page |
105 |
| 3.5.2 Create a part page |
Page |
106 |
| 3.5.3 (Continue) Create a Header page |
Page |
107 |
| 3.5.4 Extend the header page with additional FactBoxes |
Page |
109 |
| 3.6 Create an Activity Center |
Page |
113 |
| 3.6.1 Cue Tables |
Page |
114 |
| 3.6.2 Cue Groups and Cues |
Page |
115 |
| 3.7 Create a Role Center |
Page |
117 |
| 3.7.1 Create Role Center page |
Page |
117 |
| 3.7.2 Activity Center |
Page |
118 |
| 3.7.3 Outlook item |
Page |
118 |
| 3.7.4 My Vendors |
Page |
118 |
| 3.7.5 My Notification |
Page |
118 |
| 3.7.6 Create a new profile |
Page |
119 |
| 3.7.7 Map user with profile |
Page |
121 |
| 3.8 Page Design Advanced |
Page |
122 |
| 3.8.1 Extend the Role Center with Activity Buttons |
Page |
122 |
| 3.8.2 Extend the role center with Home Items |
Page |
125 |
| 3.8.3 Matrix pages |
Page |
128 |
| 3.8.4 Create a wizard using pages |
Page |
138 |
| 3.8.5 Running Client in Help mode (Best practice) |
Page |
143 |
| 3.8.6 Other client parameters (related to page design) |
Page |
145 |
| 3.9 Summary |
Page |
146 |
| CHAPTER 4 REPORTING (SERVICES) IN MICROSOFT DYNAMICS®
NAV2009 |
Page |
147 |
| 4.1 Create my first Report with 2 different layouts |
Page |
150 |
| 4.1.1 Create and Design the report for the Classic Client |
Page |
151 |
| 4.1.2 Create a layout suggestion in Visual Studio® |
Page |
154 |
| 4.1.3 Start the report for the RoleTailored Client |
Page |
160 |
| 4.2 Extend the existing layout in Visual Studio® |
Page |
161 |
| 4.2.1 Change the chart to 3D |
Page |
161 |
| 4.2.2 Point labels to the chart |
Page |
164 |
| 4.2.3 Change the background and border of the chart |
Page |
165 |
| 4.2.4 Change the Palette (color) of the chart |
Page |
167 |
| 4.3 What you should know about Visual Studio® |
Page |
169 |
| 4.3.1 Which version of Visual Studio® should / or could
be used? |
Page |
169 |
| 4.3.2 What should you know about Visual Studio®? |
Page |
171 |
| 4.3.3 What features should or should not be used? |
Page |
173 |
| 4.3.4 How does this component affect implementations? |
Page |
174 |
| 4.4 Reporting (Services) Basics |
Page |
175 |
| 4.4.1 Grouping |
Page |
175 |
| 4.4.2 Method Sum |
Page |
183 |
| 4.4.3 Showoutput (and Request options) |
Page |
188 |
| 4.4.4 DrillDown and DrillThrough |
Page |
197 |
| 4.4.5 Images |
Page |
206 |
| 4.5 Reporting (Services) Advanced |
Page |
213 |
| 4.5.1 Document Mapping |
Page |
214 |
| 4.5.2 Using Integer table |
Page |
219 |
| 4.5.3 Using SAVEASPDF |
Page |
229 |
| CHAPTER 5 WEBSERVICES IN MICROSOFT DYNAMICS NAV
2009 |
Page |
242 |
| 5.1 Introduction |
Page |
242 |
| 5.1.1 Comparison between Web services and previous integration
solutions |
Page |
243 |
| 5.1.2 Software Requirements for Web services |
Page |
244 |
| 5.1.3 Requirements to solve the examples in this chapter |
Page |
244 |
| 5.2 Microsoft Dynamics® NAV Web services Support |
Page |
244 |
| 5.3 Examples how to work with Web services |
Page |
247 |
| 5.3.1 Example 1: Codeunit Web Service |
Page |
248 |
| 5.3.2 Example 2: Page Web service |
Page |
263 |
| 5.3.3 Example 3: Enhancements of Page Web services |
Page |
272 |
| 5.4 Limitations of Web services |
Page |
276 |
| 5.4.1 Web services that include User Interfaces |
Page |
276 |
| 5.4.2 Unsupported Data Types |
Page |
278 |
| 5.4.3 Other Limitations |
Page |
279 |
| 5.5 Changing the port for Web services |
Page |
281 |
| CHAPTER 6 UPDATE AND TRANSFORMING FORMS |
Page |
283 |
| 6.1 Introduction |
Page |
283 |
| 6.2 Basic Transformation |
Page |
283 |
| 6.2.1 Introduction |
Page |
283 |
| 6.2.2 Configuring the Transformation Configuration file |
Page |
286 |
| 6.2.3 Applying Code Rules |
Page |
287 |
| 6.2.4 Example - Basic Transformation of the Customer Card |
Page |
288 |
| 6.3 Enhanced Transformation using TIF Editor |
Page |
293 |
| 6.3.1 Introduction |
Page |
293 |
| 6.3.2 General Setup of TIF Editor |
Page |
293 |
| 6.3.3 Transformation Input Files |
Page |
295 |
| 6.3.4 Transformation of a Card Form |
Page |
298 |
| 6.3.5 Transformation of a List Form |
Page |
316 |
| 6.3.6 Transformation of a Main/Subform |
Page |
320 |
| 6.3.7 Transformation of a Worksheet Form |
Page |
329 |
| 6.3.8 Transformation of a Matrix Form |
Page |
333 |
| 6.3.9 Transformation of the MenuSuite |
Page |
340 |
| 6.4 Transformation Exceptions |
Page |
348 |
| CHAPTER 7 GENERAL NEWS IN C/SIDE - C/AL |
Page |
352 |
| 7.1 New Properties, Functions and Objects |
Page |
352 |
| 7.1.1 New Properties in Microsoft Dynamics NAV 2009 |
Page |
352 |
| 7.1.2 New Functions in Microsoft Dynamics® NAV 2009 |
Page |
356 |
| 7.1.3 New Objects in Microsoft Dynamics® NAV 2009 |
Page |
356 |
| 7.1.4 C/SIDE Reference Changes in Microsoft Dynamics® NAV
2009 |
Page |
361 |
| 7.2 Redesigned Forms to support RoleTailored Client |
Page |
369 |
| 7.2.1 Redesigned Statistic Forms |
Page |
369 |
| 7.2.2 Modified Forms with InfoFrames |
Page |
369 |
| 7.2.3 Additional Forms to support Matrix-Layout in the
RoleTailored Client |
Page |
371 |
| 7.2.4 Redesigned Forms with Filter Frames |
Page |
373 |
| 7.3 DataPort and XMLPort Changes |
Page |
373 |
| APPENDIX |
Page |
383 |
| Debugging C# in Microsoft Dynamics® NAV 2009 |
Page |
383 |
| Install multiple NAV Service tier on one server machine |
Page |
386 |
| Creating charts for the role center using the chart wizard |
Page |
387 |
| Report "What is possible" |
Page |
388 |