Category: Dynamics Nav

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Jet Reports Integration with Dynamics NAV 2009 through ODBC Drivers

Jet Reports is a reporting and analytics tool that allows users to create and automate reports in Excel, using data from various sources, including Dynamics NAV. In this blog post, we will explore the steps involved in integrating Jet Reports with Dynamics NAV 2009 through ODBC drivers.

Step 1: Install Jet Reports The first step in integrating Jet Reports with Dynamics NAV 2009 is to install the Jet Reports software. You can download the software from the Jet Reports website and follow the installation wizard to complete the installation process.

Step 2: Set Up an ODBC Connection Once Jet Reports is installed, you need to set up an ODBC connection to the Dynamics NAV database. This involves creating a Data Source Name (DSN) in the ODBC Data Source Administrator on the computer where Jet Reports is installed.

To set up the ODBC connection, follow these steps:

  1. Open the ODBC Data Source Administrator.
  2. Go to the System DSN tab and click on the Add button.
  3. Select the Microsoft Dynamics NAV ODBC Driver and click on Finish.
  4. Enter a name for the DSN and select the database server and database name.
  5. Enter the authentication details for the database and click on Test Connection to verify the connection.

Step 3: Create a Jet Reports Data Source After setting up the ODBC connection, you need to create a Jet Reports data source to connect to the Dynamics NAV database. This involves specifying the ODBC connection details and selecting the tables and fields to be included in the data source.

To create a Jet Reports data source, follow these steps:

  1. Open Jet Reports and go to the Data Source Designer.
  2. Click on the New button to create a new data source.
  3. Select the ODBC option and enter the DSN name and authentication details.
  4. Select the tables and fields to be included in the data source and specify any filters or sorting criteria.
  5. Save the data source and test the connection to verify that the data is retrieved correctly.

Step 4: Create a Jet Reports Report Once the data source is set up, you can create a Jet Reports report using the data from the Dynamics NAV database. This involves selecting the data source and designing the report layout using Excel.

To create a Jet Reports report, follow these steps:

  1. Open Jet Reports and go to the Report Designer.
  2. Select the data source created in the previous step.
  3. Drag and drop the fields from the data source into the Excel sheet to create the report layout.
  4. Add any formatting, calculations, or other elements to the report as needed.
  5. Save the report and schedule it to run automatically or run it manually when needed.

Conclusion In conclusion, integrating Jet Reports with Dynamics NAV 2009 through ODBC drivers involves setting up an ODBC connection, creating a Jet Reports data source, and designing a report using Excel. By following these steps, users can retrieve data from the Dynamics NAV database and create customized reports for analysis and decision-making. Jet Reports is a powerful tool that can help businesses streamline their reporting processes and improve their operational efficiency.

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Debugging Issue with Posted Payment Certificate in Customer Dynamics NAV 2018

Microsoft Dynamics NAV 2018 is an enterprise resource planning (ERP) solution that helps businesses manage their finances, supply chain, and operations. One of the key features of Dynamics NAV 2018 is its ability to handle payment certificates, which are documents that provide evidence of a payment made to a supplier. However, sometimes issues can arise when posting payment certificates, and it can be difficult to determine the root cause of the problem. In this blog post, we will explore some common debugging techniques for issues with posted payment certificates in Dynamics NAV 2018.

Step 1: Verify Certificate Information The first step in debugging issues with posted payment certificates is to verify the certificate information. To do this, follow these steps:

  1. Navigate to the payment certificate in question.
  2. Verify that the information on the certificate, such as the supplier name, payment amount, and payment date, is correct.
  3. If there are any discrepancies, correct the information and try reposting the payment certificate.

Step 2: Check Posting Setup The next step is to check the posting setup to ensure that it is configured correctly. To do this, follow these steps:

  1. Navigate to the “Posting Setup” page in Dynamics NAV.
  2. Verify that the account numbers and other posting details are correct.
  3. If there are any discrepancies, correct the setup and try reposting the payment certificate.

Step 3: Check Account Balances The third step is to check the account balances to ensure that they are accurate. To do this, follow these steps:

  1. Navigate to the “Chart of Accounts” page in Dynamics NAV.
  2. Verify that the account balances are accurate and match the payment certificate information.
  3. If there are any discrepancies, correct the account balances and try reposting the payment certificate.

Step 4: Check Posting Date The fourth step is to check the posting date to ensure that it is correct. To do this, follow these steps:

  1. Navigate to the payment certificate in question.
  2. Verify that the posting date is correct.
  3. If the posting date is incorrect, correct it and try reposting the payment certificate.

Step 5: Check for Errors The final step is to check for any error messages that may be preventing the payment certificate from posting. To do this, follow these steps:

  1. Navigate to the “Error List” page in Dynamics NAV.
  2. Check for any error messages related to the payment certificate.
  3. If there are any error messages, address them and try reposting the payment certificate.

Conclusion

Debugging issues with posted payment certificates in Dynamics NAV 2018 can be a challenging task. However, by following the steps outlined in this blog post, you can troubleshoot common issues and identify the root cause of the problem. Whether it’s verifying the certificate information, checking the posting setup, or checking for errors, taking a systematic approach can help you resolve the issue and ensure that payment certificates are posted accurately in Dynamics NAV 2018.

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Dynamics NAV 2015 objects migration to Business Central SaaS

As businesses grow, so do their needs for better and more efficient systems to manage their operations. For many companies, Microsoft Dynamics NAV 2015 has been the go-to solution for enterprise resource planning (ERP) software. However, with the introduction of Business Central SaaS, many businesses are now considering upgrading their existing Dynamics NAV 2015 systems to take advantage of the benefits of cloud-based ERP.

But upgrading a system as complex as an ERP can be a daunting task, especially when it involves migrating existing customizations and objects. In this blog post, we will discuss the continuing upgrade of Dynamics NAV 2015 objects migration to Business Central SaaS.

Step 1: Evaluate Your Current Dynamics NAV 2015 Environment

Before starting the migration process, it’s important to evaluate your current Dynamics NAV 2015 environment. This will help you identify any potential issues that may arise during the migration process and help you plan accordingly.

Step 2: Identify Customizations and Objects

Next, identify any customizations or objects that you have in your current Dynamics NAV 2015 environment. These may include modifications to existing forms and reports, custom code units, or new objects that you have created.

Step 3: Assess Compatibility with Business Central SaaS

Once you have identified your customizations and objects, you will need to assess their compatibility with Business Central SaaS. Some customizations may not be supported in the cloud environment or may require modifications to work properly. It’s important to evaluate each customization or object and determine the level of effort required to make it compatible with Business Central SaaS.

Step 4: Upgrade Your Customizations and Objects

After assessing compatibility, you can begin upgrading your customizations and objects. This may involve making changes to the code or modifying forms and reports to work properly in the cloud environment. It’s important to test each customization thoroughly to ensure that it works as expected.

Step 5: Test Your Upgraded System

Once all customizations and objects have been upgraded, it’s important to thoroughly test your upgraded system to ensure that it works as expected. This may involve testing business processes, running reports, and verifying data integrity.

Step 6: Deploy Your Upgraded System

Finally, when you are confident that your upgraded system is ready to go, it’s time to deploy it. This may involve migrating data from your old system to the new one, configuring settings, and training users on the new system.

In conclusion, upgrading from Dynamics NAV 2015 to Business Central SaaS can be a complex process, especially when it involves migrating customizations and objects. However, by following the steps outlined in this blog post and working with a qualified partner, you can successfully upgrade your system and take advantage of the benefits of cloud-based ERP.

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Kicking off a Dynamics Nav migration this week

Introduction

Migrating from an on-premises installation of Microsoft Dynamics NAV 2013 R2 to the cloud-based software as a service (SaaS) offering of Microsoft Dynamics 365 Business Central can be a challenging project. However, the benefits of the cloud-based platform, such as ease of scalability, accessibility, and security, make it an attractive option for many businesses. In this blog post, I will discuss the key considerations and steps involved in a successful migration project from Dynamics NAV 2013 R2 to Business Central in the cloud.

Step 1: Plan and Prepare The first step in any migration project is to plan and prepare thoroughly. This includes conducting a thorough assessment of the existing on-premises infrastructure, identifying any customizations or integrations that may need to be migrated or replaced, and selecting the appropriate cloud infrastructure and service provider.

It is also important to identify the key stakeholders and their roles in the project, define the timeline and budget, and establish a clear communication plan to keep everyone informed throughout the migration process.

Step 2: Data Migration The next step is to migrate the existing data from the on-premises Dynamics NAV 2013 R2 installation to Business Central in the cloud. This can be done using a variety of tools and methods, such as the Data Migration Wizard in Business Central, Microsoft’s Data Migration Service, or third-party migration tools.

It is important to ensure that the data is accurately migrated and validated, and that any necessary data transformations or mapping are performed to ensure that the data is compatible with the new cloud environment.

Step 3: Application Migration Once the data migration is complete, the next step is to migrate the customizations, integrations, and extensions from the on-premises Dynamics NAV 2013 R2 installation to Business Central in the cloud.

This can involve updating or replacing existing customizations and integrations to ensure compatibility with the cloud-based platform, and testing and validating the migrated applications to ensure they are working correctly.

Step 4: User Acceptance Testing and Training After the application migration is complete, it is important to conduct user acceptance testing to ensure that the new cloud-based system meets the needs of the business and users.

Training and support should also be provided to ensure that users are familiar with the new system and can effectively use it to perform their daily tasks.

Step 5: Go-Live and Post-Migration Support Once user acceptance testing and training are complete, the final step is to go-live with the new cloud-based system. It is important to ensure that any remaining issues are addressed promptly and that the system is stable and functioning correctly.

Ongoing post-migration support should also be provided to ensure that any issues or questions that arise are promptly addressed, and that users are able to fully leverage the benefits of the new cloud-based platform.

Conclusion

Migrating from an on-premises installation of Microsoft Dynamics NAV 2013 R2 to the cloud-based software as a service (SaaS) offering of Microsoft Dynamics 365 Business Central can be a complex and challenging project. However, with careful planning, thorough preparation, and a well-executed migration plan, businesses can successfully migrate to the cloud-based platform and enjoy the benefits of scalability, accessibility, and security.