Microsoft Dynamics NAV 2017 - Data Migration.

January 29, 2017, 7:30 pm

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Hi All,

As With Release of New Version of Microsoft Dynamics NAV 2017, we also need to look into the possibility of Upgrade Our Customer Base to it.

In this article, I will share my experience from a Mock Migration From 2016 To NAV 2017.

** Steps remain same if you plan to upgrade from 2013 or later.

So if something that you would be interested in Reading Please go Ahead.




1. From which version we can upgrade directly to Microsoft Dynamics NAV 2017 -

So as of today Microsoft Support Upgrade to Microsoft Dynamics NAV 2017 from below listed Versions -

NAV 2013.
NAV 2013 R2.
NAV 2015.
NAV 2016.

2. What are my Pre-requisites Before Starting Data Migration To Dynamics NAV 2017?

Sr. No.	Prerequisites
1	Upgrade Toolkit Objects.
2	A Merged Object File that is Created After Compare and Merge Process.
3	Microsoft Dynamics NAV 2017 Partner license.

3. Steps Before Starting Data Migration.

Sr. No.	Steps Before We Start Data Migration.
1	Make a copy of the old database or create the full database backup.
2	If a company name includes a special character, an error may display during the upgrade. In this context, special characters include the following:
	[ ~ @ # $ % & * ( ) . ! % - + / = ? ]
3	If you are going to upgrade a database where one or more company name includes a special character, Microsoft recommends that you rename the company before you start the upgrade process. After the upgrade is successfully finished, you can rename the company again.
4	In Object Designer, verify that no objects are locked.
5	On the Tools menu, choose Build Server Application Objects, and then choose the Yes button.
6	Upload the Microsoft Dynamics NAV 2017 Partner license to the database.
7	If you are converting a Microsoft Dynamics NAV 2013 R2 or Microsoft Dynamics NAV 2015 database or Microsoft Dynamics NAV 2016 database, then run the Sync-NavTenant cmdlet from the Administration Shell to synchronize the database schema changes.
8	Stop Navision Service If any pointing to Database and close all sessions.
9	Clear all Microsoft Dynamics NAV Server instance records from the dbo.Server Instance table in the database on SQL Server.
10	If a Workflow is incomplete, please either cancel this request or Approve all Workflow which are in-process. ** Only if you are using Microsoft Dynamics NAV 2016.

4. Data Migration (As per MSDN on 30-Jan-2017)

Sr. No.	Description
1	Create a full SQL backup of the old database on SQL Server.
2	Delete all objects except tables from the old database.
3	Uninstall the old product and install the new product NAV 2017.
4	Run NAV 2017 Developer Environment as Administrator. Convert the old database to the Microsoft Dynamics NAV 2017 format.
5	Connect Database to NAV 2017 Service. You use the Microsoft Dynamics NAV Server Administration tool to connect a Microsoft Dynamics NAV Server instance to the converted database. In addition, you must add the service account that is used by the Microsoft Dynamics NAV Server instance as a member of the db_owner role in the Dynamics NAV database on SQL Server.
6	Use the development environment to compile all system tables. System tables have IDs in the 2000000000 range.
7	Run the schema synchronization from the Microsoft Dynamics NAV Development Environment or Microsoft Dynamics NAV 2017 Administration Shell. Either - Tools menu, choose Sync. Schema for All Tables, and then choose With Validation OR Sync-NavTenant –ServerInstance <ServerInstanceName>
8	Import the application objects to the converted database. On the dialog box for selecting the schema synchronization, set the Synchronize Schema option to Later.
9	Import the Upgrade Toolkit Objects with Synchronize Schema option to Later.
10	Run the schema synchronization to synchronize the new tables. Run the Sync. Schema for All Tables – With Validation option from the development environment OR Run the Sync-NavTenant cmdlet from the Microsoft Dynamics NAV 2016 Administration Shell.
11	Run the data upgrade process. From Tools -> Data Upgrade -> Start the Upgrade Process.
12	Delete the upgrade objects. When you delete tables, on the Delete dialog box, set the Synchronize Schema option to Force.
13	Delete Tables - 470|824|825|826|827|828|829|830|1305|1510|5150|5371|5372|8640 When you delete tables, on the Delete dialog box, set the Synchronize Schema option to Force. ** This List of Table is only if you are upgrading from NAV 2016. For other versions, these can be other discontinued tables.
14	Import upgraded permission sets and permissions by using the Roles and Permissions XMLports
15	Set the language of the customer database
16	Register client control add-ins

5. Where I Find the Upgrade Toolkit?

Upgrade Toolkit objects are placed in the Product DVD. In Product DVD Folder "UpgradeToolKit" will contain objects for worldwide version (W1) and Localized Objects (as per product DVD), as shown below.

6. Shall we do Regular Upgrade?

Microsoft has introduced more events in Microsoft Dynamics NAV 2017. I still feel people are resistant to go upgrade with events. But I think we would also need to think about the cost to customers.

Upgrading with events is a one-time cost upgrade for the customer and will suggest to at least suggest both options to customers when you quote for an upgrade.

I would agree that yes till now all customization cannot be moved to events but all those which we can move will be the right step to move to events. For others I feel, use hooks pattern so that it's easy when we have events we can move them easily with very less cost.

7. MSDN Articles for Data Migration to Microsoft Dynamics NAV 2017 -

1. Upgrading to Microsoft Dynamics NAV 2017.
2. Upgrading the application code to Microsoft Dynamics NAV 2017.
3. Upgrading the Data to Microsoft Dynamics NAV 2017.

Your Comments and Views about article and Upgrade Approach are awaited. Do Suggest Your Views.

Regards,
Saurav Dhyani
saurav-nav.blogspot.com

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Integrate Dynamics NAV 2017 with Dynamics CRM Online

January 29, 2017, 8:35 pm

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[Integration] Troubleshooting Dynamics 365 Online – SharePoint On-Premises – Failed Authentication – 401 Unauthorized Error

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If you ever configured server-based authentication with Dynamics 365 Online and SharePoint On-Premises, chances are you have seen the infamous Failed Authentication – 401 Unauthorized Error when...(read more)

January 2017 Cumulative Updates for Microsoft Dynamics NAV

January 29, 2017, 9:38 pm

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Microsoft has published new Cumulative Updates for December 2016: Please refer below links for more information Cumulative Update 02.1 for Microsoft Dynamics NAV 2017 (Build 15052) Cumulative Update 15...(read more)

SalesOrder Delete Restriction

January 29, 2017, 10:02 pm

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A great tip on sales order delete restriction. System should not allow user to delete the posted sales invoice. We need to uptick delete order after invoicing. and in the role part, we should mention...(read more)

Import data from Excel to AX (Item Related Data)

January 29, 2017, 10:12 pm

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By using this job we can inset or update the Item related records in InventTable. and we can count the imported data line count. Insert: static void InsertRecords(Args _args) { SysExcelApplication...(read more)

Make business recommendations based on business intelligence with Dynamics 365

January 29, 2017, 10:17 pm

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Applies to: Dynamics 365

 

The fall 2016 release of Dynamics 365 introduced a powerful new feature called business recommendations, that enables a Business Analyst or System Customizer to guide users to optimal data based on intelligence they have about their business.

 

 

Business recommendations work like the Show Error action by adding an indicator next to a form field. When the user clicks the indicator, they see a bubble with a recommendation that tells them how to fill out the field based on other data on the form. You can associate a Portable Business Logic (PBL) action with the business recommendation. That PBL action can automate setting the value to that or other fields, making the experience much more streamlined for the user.

 

 

In Dynamics 365, you can use a new drag-and drop designer to create business rules and recommendations.

Example: Product Selection

A great example is product selection. Suppose the user is running an Insurance Sales business process and is at the stage where they are discussing with their customer what insurance products they want to buy. Business analysts and customizers can check the performance and profile of past deals and establish, for example, that:

• Married customers who buy auto insurance also usually buy home or renter’s insurance.
• Married customers with children who buy auto insurance are usually willing to buy extra personal injury protection for their children.
• Single, young customers who buy auto insurance are usually willing to buy extra liability insurance due to their inexperience with driving.

To set up the last example:

1. Open the form editor for the Opportunity form.
2. Add a new business rule.
3. Set the branch condition for the business rule to:

IF Marital Status = single
AND Age<= 25
AND Insurance Type = Auto

1. In the designer window, drag a Recommendation component “Young, single drivers are still learning to drive and afraid accidents. They are usually willing to pay more for extra liability insurance, so make sure to offer it.”
2. For the associated action, drag two Set Value components with the following values:

Set Add Liability Insurance? to value Yes

Set Liability Insurance Amount to value $2,500

1. Save and activate the rule.Whenever the condition is met, the business recommendation will show prompt the sales rep to take advantage of this type of opportunity. Even better—the fields will automatically be filled out for them in the form.

Programmability

Business recommendations are exposed through the Client API just like error messages. To add a business recommendation to a field, add the following JavaScript snippet to the running web resources, as follows:

First, create a Notification object:

var myNotification = {

messages: ['Recommendation Text'],

notificationLevel: "RECOMMENDATION",

uniqueId: "unique_id", // Pick a unique id; you will need it to clear the notification later, if necessary

actions: [{

message: "Recommendation Action Text",

actions: [function () {

// This action will execute as the button on the bubble is pressed

}]

}]

}

Next, get a control and add the notification, as such:

Xrm.Page.ui.controls.getByName(“control_name”).addNotification(myNotification);

The addNotification function returns True or False depending on whether the notification was successfully applied. To clear the bubble, call the following:

Xrm.Page.ui.controls.getByName(“control_name”).clearNotification(“unique_id”);

 

For more information, see:

• Help & Training: Create a business rule or recommendation to apply logic in a form
• MSDN reference

 

 

Carlos Mendonça | LinkedIn

Program Manager

Microsoft Dynamics 365 team

 

 

Filtering data in Form

January 29, 2017, 10:19 pm

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If we have two financial data in the system, but need to show only one financial year data in form, then we should do as per below steps. Form > Form Methods ClassDeclaration: public class FormRun...(read more)

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Data Sorting in a Form.

January 29, 2017, 10:32 pm

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Data sorting in a Form. we can sort the data with ascending and Descending in a form. we need to write the code in Form DataSource > Table methods > executeQuery Ascending Order: public void...(read more)

Display field text in color

January 29, 2017, 10:42 pm

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By using the below code, we can show the text with color. we need to write code in Form DataSource> Table Methods> displayOption public void displayOption(Common _record, FormRowDisplayOption...(read more)

Microsoft Dynamics GP January Hotfix Released

January 29, 2017, 11:00 pm

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I don’t usually post about releases, except for major version releases. However, the January Hotfix release caught my eye with a few of the included features in the 2016 R2 one.

As well as having the US Payroll updates there are updates to the following which would be of benefit to clients in the UK:

• VAT Daybook
  • VAT Daybook Summary reports may not show correct data in boxes 1, 6 and 7 if you voided a transaction.
  • VAT detail report may show incorrect figures if you have 2 or more tax codes on a transaction.
• General Ledger
  • The Excel copy and paste function may not calculate the credit/debit column correctly when using an allocation account.
• Fixed Asset Management
  • Tax values may not update properly if a user marks to create multiple fixed assets in the Fixed Asset Purchase Order additional information window.
• Bank Reconciliation
  • You may experience performance issues with the Checkbook Register Inquiry window after you install GP 2016 R2.
• Project Accounting
  • Ability to change line distributions for time and material projects in revenue recognition.
  • Fee Accounts not available in line distributions button.
  • Purchase Receiving’s not reflecting WIP account edits from Purchase Order for non-inventory items.
• System Manager
  • Fixed issues with Uncollated printing.

The hotfixes for Dynamics GP 2013 R2 and 2015 R2 only contain US Payroll fixes.

The post from the Dynamics GP Support and Services blog contains the download links.

Read original post Microsoft Dynamics GP January Hotfix Released at azurecurve|Ramblings of a Dynamics GP Consultant

The Dynamics AX Cloud Advantage – 5 Business Disruptions Circumvented in the Cloud

January 29, 2017, 11:10 pm

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By 2020, a corporate "no-cloud" policy will be as rare as a "no-internet" policy is today, according to Gartner. There has been a transformational shift in the way IT spending is happening – making cloud one of the most disruptive forces since the beginning of the digital age. “Cloud-first strategies are the foundation for staying relevant in a fast-paced world,” said Ed Anderson, research vice president at Gartner.

 

 

But for organizations that are yet to take the plunge (flight), there are more reasons than one to consider! Worldwide spending on public cloud services is expected to grow to more than $141B in 2019. Let’s look at why it’s about time for you to embrace cloud AX ERP (also known as Dynamics 365 for Operations) and how it can help avoid major business disruptions for continued growth:

1. Geographic Expansion: If you’re setting up offices at different locations around the world, congratulations! Your business is doing really well, and there’s enough reason to celebrate. But new locations mean new (and rather massive) capital expenditures. Is your staff ready for this expansion? How would you merge new systems with the existing ERP system? Have you considered existing technology infrastructure that’s reaching end of life, and understood the repercussions of an integration? With the Dynamics AX cloud system, you no longer have to worry about these issues. Just (physically) set up the infrastructure at the new location, and add all the data you need to move to the cloud for easy and quick, anytime, anywhere, access and say goodbye to traditional, location-dependent worries.
2. Regulatory Alterations: Compliance, though expensive, is never an option, but a requirement. As the world progresses towards a more governed and compliant setting, with new rules and regulations arising, how do you think your team will deal with integrating your existing on-premises ERP infrastructure compliance with new and changing regulations? And how will they cater to mission-critical infrastructure that no longer meets standards? With Dynamics 365 for Operations investing heavily in ensuring compliance (making regulations and governance a standard), you can easily and seamlessly adopt and implement any changes that happen in the regulatory space. Microsoft’s hybrid cloud model with a compliance-as-a-service offering can aid in meeting compliance requirements specific to your industry – from PCIDSS to HIPAA – adhering to compliances is a breeze with Microsoft Dynamics AX cloud.
3. Data Security: No matter how strong your security policies are, data breaches (especially due to the vast amount of data stored) are an indispensible part of every industry that can bring your systems under scrutiny. Although leaked financial information might make the headlines, breaches involving trade secrets and intellectual property can be far more catastrophic. How well is your organization prepared to handle such an event? With Dynamics AX , you can easily enable multifactor authentication, one-time passwords, threat modeling applications, encryption tools, and change management processes to protect sensitive data against security breaches.
4. Variable Demand: Imagine the plight of an eCommerce giant, which needs to handle a massive number of users (and sales) during the holiday season. Or the plight of a small but successful delivery organization which has all of its data on-premises? Scaling up - or scaling down – is expensive, especially if all IT is managed on-premises. How would you handle the need to rapidly scale seasonal operations? Or operate a new application that has a highly variable demand over time? Dynamics AX cloud offers organizations, both big and small, the opportunity to scale their computing resources whenever necessary. By paying only for resources you require and utilize, you’re not only saving costs, but also preparing yourself for a sudden surge (or decline) in demand. So, if you’re struggling to predict the future (through a crystal ball), this cloud ERP system provides the perfect safety net for when your needs and demands alter.
5. Business Continuity: If a disruptive incident hits your on-premises location, the aftermath is unimaginable – both in terms of data as well as costs. If such a situation were to arise, how well equipped is your ERP for a disaster that causes total loss of on-premise infrastructure? Will you not be under immense pressure to reduce your RPO without increasing costs? With Dynamics AX, disaster recovery becomes a very cost-effective option as backups of critical servers can be spun up in a matter of seconds. You can not only rapidly failover to the disaster recovery site, but also quickly return to the production site when the disaster has ended, ensuring uninterrupted business continuity.

 

Be a Front Runner

Staying ahead in a highly competitive world tops the list of must-do’s for every organization. One way you can be a front runner is by embracing a cloud ERP like Dynamics 365 for Operations (and all the benefits it offers) to avoid the common business disruptions and ensuring a significant cloud ROI. From seamlessly growing your presence worldwide to adhering to new industry regulations and compliances, being prepared for data breaches, catering to seasonal (and sometimes unpredictable) demand, and ensuring business continuity in the event of an incident – a cloud system has you covered, no matter what the circumstances.

Related Posts

1. Has Dynamics AX 7 Accomplished the Challenge of Being a Truly Cloud-First, Mobile-First ERP
2. With Dynamics 365 for Operations, Migrating to the new AX is a Breeze
3. What’s Best: AX On-Premise, Dynamics 365, or A Hybrid?

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January 29, 2017, 11:39 pm

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At times we have got the below error while setting up trial for Dynamics 365. We tried out different options and tried creating few new trial instances but we got the same error in all of them. Eventually tried it again after 2 hours or so and then...(read more)

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Get the Enum label based on the passed enum value (which is integers)

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Dynamics NAV 2017 – Konvertierung einer Datenbank auf Azure

January 30, 2017, 12:54 am

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Großartige Neuigkeiten! Microsoft hat es möglich gemacht.

Mit Dynamics NAV 2017 können Sie eine Azure SQL Datenbank direkt konvertieren. Der Umweg über eine lokale Kopie, wie ihn das Dynamics NAV Team in seinem Blog beschreibt (https://blogs.msdn.microsoft.com/nav/2016/07/14/database-conversion-dynamics-nav-database-azure/), ist nicht mehr notwendig.

Danke, Microsoft.

Dynamic Filters

January 30, 2017, 1:09 am

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In Report parameters dialog form, we have button called Select as shown below. If you want to restrict the select button then you need to set report dataset dynamic filters to be False as below shown...(read more)