Book Image

Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

By : Roberto Stefanetti, Alex Chow
Book Image

Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

By: Roberto Stefanetti, Alex Chow

Overview of this book

Microsoft Dynamics Business Central is a full business solution suite and a complete ERP solution, which contains a robust set of development tools; these tools can help you to gain control over your business and can simplify supply chains, manufacturing, and operations. Implementing Microsoft Dynamics 365 Business Central On-Premise covers the latest features of Dynamics Business Central and NAV from the end users' and developers' perspectives. It also provides an insight into different tools available for implementation, whether it's a new installation or migrating from the previous version of Dynamics NAV. This book will take you from an introduction to Dynamics NAV 2018 through to exploring all the techniques related to implementation and migration. You will also learn to expand functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, and implement free third-party add-ons to your existing installation. As you progress through the book, you will learn to work with third-party add-on tools. In the concluding chapters, you will explore Dynamics 365 Business Central, the new Cloud solution based on the Microsoft NAV platform, and techniques for using Docker and Sandbox to develop applications. By the end of the book, you will have gained a deep understanding of the key components for successful Dynamics NAV implementation for an organization.
Table of Contents (22 chapters)
Title Page
Copyright and Credits
Dedication
About Packt
Contributors
Preface
Index

History of Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central


In this section, we will have a look at the transition from PC Plus to Microsoft Dynamics 365 Business Central.

We are not historians, but we thought that it would be important to know where we come from and where we are going. Some of the current restrictions or features can be better understood if we know a bit of the history of Microsoft Dynamics NAV. This is why we have added this section.

PC Plus (the father of Navision) was launched in Denmark and Norway in 1984 by the company PC & C A/S. PC-plus was a character-based (MS-DOS) accounting solution designed for the SOHO (short for small office/home office) market. Three years after its launch in 1984, the first version of Navision A/S was released.

In 2002, Microsoft bought Navision A/S and included it in the Microsoft Business Solution division. The product has gone through several name changes. The names Navision Financials, Navision Attain, and Microsoft Business Solutions—Navision, have been used to refer to the product that is currently called Microsoft Dynamics NAV. Note that all the previous names included the word Navision. This is why many people keep calling it Navision instead of NAV.

Prior to Microsoft Dynamics NAV 2009, the classic client was actually the primary end user interface before Microsoft revamped the user interface that we used to call Role Tailored Client (RTC) first, and currently Windows client.

One of the greatest technological breakthroughs with the original Navision was that the application programming objects, the user interface, and the database resided together, in a single file! Back in the late 1990s and early 2000s, no other software came close to having an efficient design like this.

This was the main menu for PC Plus 1.0:

This was the main menu for Navision Financials version 2.0:

We're now close to two decades away from 2000 and technology has changed quite a bit. Microsoft Dynamics NAV has been kept very up to date, with the latest technology that has the best impact on businesses. However, most of these improvements and updates are in the backend. This is an important reason why Microsoft Dynamics NAV has never faded into history. There were a couple of user interface improvements; by and large, however, it mainly looks and feels very much the same as before.

This is the main menu for Microsoft Dynamics NAV 5.0:

 

Then, something happened. With the rise of a company called Apple, people started paying more attention to the aesthetics and the overall interface of the technology they're using. People demanded not just powerful software with a strong backend, but they also wanted an elegant design with a simple and intuitive user interface.

Because of this shift in user perception, what was once the greatest innovation in accounting software since sliced bread had become not obsolete, but outdated.

When you put the old interface (called Classic Client) against some of the newer applications, even though the backend was light years ahead, the Classic Client was the ugly one. And we all know somebody who's made a terrible decision based only on looks, and not really what's inside.

So when Microsoft Dynamics NAV 2009 was introduced, the Role Tailored Client was released, which is the interface you see when you install Microsoft Dynamics NAV 2018 for end users. Microsoft Dynamics NAV 2009 was unique in that it allowed both Classic Client and RTC to coexist. This is mostly to appease the existing Microsoft Dynamics NAV gurus and users who did not want to learn the new interface.

In addition, in Microsoft Dynamics NAV 2009, classic reporting coexisted alongside report definition language client-side (RDLC) reporting. RDLC reports brought in a big change because the layout of the report had to be designed in Microsoft Visual Studio, outside Microsoft Dynamics NAV, in order to assimilate the advantages of SQL Server Reporting Services technology, while pages changed the way of developing the user interface.

 

This is what Microsoft Dynamics NAV 2009 in the RTC looked like:

Screenshot showing Microsoft Dynamics NAV 2009 in the RTC

At first glance, Microsoft Dynamics NAV 2009 and Microsoft Dynamics NAV 2015 do not look too different. You will have to understand, however, that there were significant user interface and usability changes. We can list these changes, but if you're not already familiar with Microsoft Dynamics NAV (or Navision), you will find this of little or no interest.

When Microsoft Dynamics NAV 2013 was released, the Classic Client user interface was completely removed. Microsoft basically renamed the Classic Client as Development Environment. For the foreseeable future, it looks like the Development Environment and the Windows Client environment will remain separate.

Now, we are at Microsoft Dynamics NAV 2018 and Microsoft Dynamics 365 Business Central, with tons of performance and usability enhancements, and the aspect is a bit different.

This is what the Microsoft Dynamics NAV 2018 Windows Client looks like:

And here are the Microsoft Dynamics NAV 2018 Web client and phone client:

A view of Microsoft Dynamics NAV 2018 Web client (left) and phone client (right)

 

 

Microsoft Dynamics 365 Business Central is the evolution of Microsoft Dynamics NAV (the name Microsoft Dynamics NAV might disappear shortly); it will be available in two versions: on-premises and SaaS. Microsoft Dynamics 365 Business Central is designed for the cloud.

The Microsoft Dynamics 365 Business Central web-based client appears as follows:

From Microsoft Dynamics NAV 2009 to Microsoft Dynamics 365 Business Central – a timeline of features

Recently, I went to some prospects who currently use old versions of Microsoft Dynamics NAV and want to upgrade to Microsoft Dynamics NAV 2018. I was asked to list and summarize the main features introduced in the various versions of Microsoft Dynamics NAV, starting with Microsoft Dynamics NAV 2009. Therefore, I decided to make a brief summary of the main features of Microsoft Dynamics NAV 2009, through to Microsoft Dynamics 365 Business Central.

The following diagram shows the Microsoft Dynamics NAV timeline with the best features of each NAV release, including Microsoft Dynamics 365 Business Central as is at the time of writing:

Let's have a quick look at the best technical and functional features:

  • Microsoft Dynamics NAV 2009 (and R2): RTC , multitier architecture (first three release levels), Web services (with separate service), Zeta Doc Express integration, online payment services, new CRM integration, and tree map visualization.
  • Microsoft Dynamics NAV 2013 (and R2): PowerShell, Admin Shell, multitenant, query, new model for dimensions, NAV Server multiport services configuration administration, NAV users (and multiple types of users), best charts, Web client, new NAS technology, SharePoint integration, single sign-on, rapid start services, .NET interoperability, help server, cash management, cost accounting, cache flow forecast, assembly management, SEPA v1.0, better service module integration, and inventory movements.
  • Microsoft Dynamics NAV 2015: Print reports on job queue (On-Demand Scheduling), document reporting: Word layout, NAV Universal App, SEPA Direct, social listening support, Office 365 first full integration.
  • Microsoft Dynamics NAV 2016: Workflow for developers (business and integration), Workflow for users, new approvals model (based on workflow), Events and Extensions, EDI (e-everything), Dynamics CRM native integration, Power BI, SQL Azure, deferrals, document management, incoming documents and OCR, currency exchange rates, new application test toolset.
  • Microsoft Dynamics NAV 2017: Task Scheduler, Office 365 full integration, Embedded Power BI, Cortana Intelligence, setup and configuration (assisted by wizards), PowerApps and Microsoft Flow support, item workflow and item attributes and categories, Web client user experience, better SQL performance.
  • Microsoft Dynamics NAV 2018: C/SIDE and VS Code development models, Microsoft Flow direct integration, Office 365 and contact interaction for Outlook, Extensions 2.0, API Library (for example, "Company" and so on), employee ledger entries, edit ledger entries in Excel, change global dimensions, IC (Intercompany)—automation of IC Outbox and IC Inbox, sales orders to purchase orders, direct transfer orders, user tasks, jobs improvements, Web client more customizable (design mode), Preview and Print from Web client, ODATA 4.0.
  • Microsoft Dynamics 365 Business Central: This is the first release with a significant cloud impact! It facilitates utilization of all the features of Microsoft Dynamics NAV in the cloud, while still maintaining an on-premise version; currently available in two versions, on-premise and SaaS, with two licensing model; Essential and Premium. The SaaS version is exclusively used with a new Web client, an evolution of the Microsoft Dynamics NAV Web client, optimized for the user experience.