Implementing Microsoft Dynamics NAV 2009 -- Table of Contents -- Implementing Microsoft Dynamics NAV 2009 -- Credits -- Foreword -- About the Authors -- About the Reviewers -- Preface -- What This Book Covers -- What You Need for This Book -- Who is This Book For -- Conventions -- Reader Feedback -- Customer Support -- Downloading the Example Code for the Book -- Errata -- Piracy -- Questions -- 1. Introducing Microsoft Dynamics NAV 2009 -- And now for something completely different -- Why RoleTailored? -- New architecture-a real deal -- Implementing Microsoft Dynamics NAV 2009 -- What is this book all about? -- Microsoft Dynamics NAV 2009 application areas -- A new architecture explained -- Two-tier versus three-tier -- Architectures of Microsoft Dynamics NAV -- The Client Tier -- The Microsoft Dynamics NAV Service Tier (NST) -- The future of Microsoft Dynamics NAV -- Summary -- 2. The RoleTailored Client -- What is the RoleTailored client? -- First impressions -- New terms for the RoleTailored client -- The navigation window -- The address bar -- The command bar -- Local commands -- Customize and Help commands -- The navigation pane -- Where are all the options? -- The status bar -- The Role Center navigation page -- Activities part -- Outlook part -- List parts -- Chart Part -- Notifications part -- The List Place navigation page -- Action pane -- Filter pane -- List -- Chart pane -- FactBox pane -- The Departments page -- Task pages -- Cards -- FastTab -- Drop-down buttons -- Assist Edit -- Phone, email, and browser buttons -- FactBox pane -- Lists -- Documents -- Journals -- List plus -- Matrices -- Wizards -- The Report Viewer -- Print and export -- How to use the RoleTailored client -- Create a customer -- Create a sales order -- Post an invoice for a sales order -- Enter a cash receipt -- Concluding using the RoleTailored client.

How to personalize the RoleTailored client -- Make it your own -- Customize the navigation pane -- Adding list places to menus -- Personalizing pages using the customize menu -- Customize Actions -- Customize Reports -- Customize This Page -- Customize This Page (task page with FastTabs) -- Customize This Page (role center) -- Activities -- Microsoft Outlook -- My Customers and other list parts -- My Notifications -- Chart part -- Summary -- 3. Roles and the Customer Model -- The Dynamics Customer Model -- Too much information -- A fresh beginning -- Departments, roles, process groups, and tasks -- What is a role in Dynamics NAV 2009? -- The roles available in Dynamics NAV 2009 -- Role-centric thinking -- Discovering the existing roles -- What's in a role center? -- Customizing a role as a super user -- Customizing the Accounting Manager profile -- Clearing the configured pages for a profile -- Adding actions and reports to a profile -- Changing the layout of the Customer Card -- Extending existing roles as a developer -- Find the Page ID and source table of the activities part -- Adding the Priority Customer field -- Extending the Sales Cue table -- Creating a new role -- Further Reading -- Summary -- 4. The Implementation Process -- What is an implementation? -- Implementation tasks -- Business process reengineering -- Configuration -- Customization -- Third-party solutions -- Choose the right approach -- The role of methodology -- Microsoft Dynamics Sure Step -- Phases of an implementation -- Diagnostic phase -- Drafting the project scope -- Mind the gap -- What if it's not there? -- Detailed analysis -- Technical requirements -- Should we do all of it? -- Wrapping up -- Analysis phase -- Prepare the path -- Plan the resources -- Plan approvals -- Get the ball rolling -- Train the key users -- Data migration -- Master data migration.

Past transactions -- General data migration analysis considerations -- Detailed analysis -- User roles -- Integration and interfaces -- Document the requirements -- Design phase -- Understand the standard application -- Understand the problem -- Use your imagination -- Prototype, demonstrate, and iterate -- Learn how to eat an elephant -- Products of design -- When to stop -- Development phase -- Planning -- Setting up the environment -- Finally, development -- Application functionality -- Data migration development -- Security issues -- Document the changes -- Customer testing and acceptance -- Deployment phase -- Plan your steps -- Environment configuration -- User acceptance test -- Load test -- End-user training -- Go-live -- Operation phase -- No planning? -- Documentation -- Transition -- Closing off -- Final acceptance -- Who died? -- Did we go bananas? -- Betting a business on a mad horse -- Summary -- 5. Configuring the System -- What is system configuration? -- A programmer's guide to accounting -- The hippo's bottom -- The black art of bookkeeping -- Finding dimensions with the five Ws (and the H) -- Who? -- What? -- When? -- Where? -- Why? -- How? -- The chart of accounts -- Income statement -- Income/revenue -- Expenses -- Gains -- Losses -- Balance sheet -- Assets -- Liabilities -- Shareholder's equity -- Dividend -- Other reading -- Feeding the hippopotamus -- Is it a debit or a credit? -- Using dimensions to analyze financial data -- Accounting understood? -- Groups, groups, and more groups -- G/L entry -- VAT entry -- Vendor ledger entry -- Detailed vendor ledger entry -- G/L entries revisited -- Vendor posting group -- VAT Bus. Posting Group and VAT Prod. Posting Group -- More groups -- Where do dimensions come from? -- RIM -- The setup questionnaire -- General Ledger setup (before RIM) -- General Ledger setup (using RIM).

Data migration -- Hurray for the Data Migration tool -- Limitations of the Data Migration tool -- Dimensions -- Unlimited dimensions-the way of the consultant -- Unlimited dimensions - The programmer's path -- Known issues -- Slow performance -- Data templates -- What's missing -- Summary -- 6. Modifying the System -- Understanding the tools -- Modifications for non-programmers -- Object Designer basics -- Extending the data model -- Creating tables -- Adding fields -- Table relationships -- Table keys -- Field groups -- Customizing forms -- Creating forms -- Form properties -- Adding controls -- Subforms -- Menus and buttons -- Customizing pages -- Page properties -- Page types -- Card -- List -- RoleCenter -- CardPart -- ListPart -- Document -- Worksheet -- ListPlus -- ConfirmationDialog -- NavigatePage -- Page Designer -- Containers -- Groups -- Fields -- Parts -- Page parts -- System parts -- Chart parts -- Positioning controls -- Spur some action -- ActionContainer -- ActionGroup -- Action -- Action promotion -- Object running -- Form Transformation tool -- Customizing reports -- Reporting in the Classic client -- Creating reports -- Components of a report -- Data Items -- Sections -- Request form -- Report logic -- Reporting in the RoleTailored client -- RoleTailored report creation -- Transforming layout -- Transforming request option forms -- Customizing MenuSuites -- A little bit of theory -- And some practice -- Customizing other objects -- Codeunits -- Dataports -- XMLports -- Summary -- 7. Extending the Application -- Learning to fish -- What's a Web service? -- It's not just for the Web -- What can we do with them? -- Calling a NAV Web service -- Creating a Web service -- Calling the Web service -- WinForms application -- Item look-up requirements -- Exposing the Web service -- New Windows application project -- Getting some data.

Filter Box and Find Button -- Testing time -- WinForms application summary -- Sidebar gadget -- Design time -- What are little gadgets made of? -- The gadget -- Flyouts -- Options -- The tricky bits -- Just a little bit of SOAP -- An HTML page that calls a NAV Codeunit -- Hey, Good Lookin' -- Calling a Web service from NAV -- Always take the weather with you -- Calling out around the world -- Service oriented or service enabled? -- When is a service not a service? -- Service repository -- Service bus -- Don't worry, be happy -- Any questions? -- Document Pages as Web services -- Role Center as a Web service -- Records as parameters to Codeunits -- Codeunit functions that return complex data types -- XMLports as parameters to Codeunits -- More functions on a Page -- Can I break it? -- Presentation layers -- Summary -- 8. The Development Lifecycle -- Why is development different than programming? -- Development in Microsoft Dynamics NAV -- The lifecycle -- Microsoft solutions framework -- Understanding the requirements -- Designing the solution -- Extending existing functionality -- Designing a completely new functionality -- Designing tasks -- Data model -- User interface -- Aim for consistency -- Reports -- Application logic -- Planning for performance and scalability -- Keys -- User interface -- Build -- Team approach -- Building the data model -- Building the user interface -- Beware the page -- Pages -- Reports -- User interface integration -- Extending existing role centers -- Creating new role centers -- Building the application logic -- Security -- Testing -- Feature Complete -- Object versioning -- Should I change the Modified flag? -- When customers play developers -- Documentation -- Stabilization -- Issue Convergence -- Issue Log Cleared -- Final tests -- Release Readiness milestone -- Finalizing development work -- Deployment.

Documentation.