Category: Instalation & Configuration

Azure, Corfu Navision 2016, Development Tips, How To, Information, Instalation & Configuration, Machine, Server, Tip & Tricks, Virtual

Creating Virtual Machine on Azure

Ashwini Tripathi

Continuing from my previous post.

In previous post we saw how to register for Free Azure Portal Account, if you missed you can find the link here.

Today we will see how to create Virtual Machine for Dynamics Navision 2016 pre Loaded.

Lets start creating one for our future posts practice.

Open the page : https://azure.microsoft.com/en-us/free/ and follow onscreen Instruction to login to your account.

Login using the account credentials you used for registering on Azure Portal.

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Upon signing you will be landed to your dashboard on Portal.

You can see we don’t have any resource on Portal yet.

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Lets start creating one.

Click on New from Top right corner.

Choose Virtual Machine.

Enter “Microsoft Dynamics NAV 2016” in the search box, it will list available Virtual Machine images.

Select the one available Virtual Machine for commissioning.

I have choose this because we will get preinstalled NAV 2016 which will save our time.

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Select Deployment Model, I have choose Classic and click on Create.

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Next we will enter  Host Name, User Name, Password, other things you adjust as per your need. Click on Create.

Note your User Name & Password you will require this to login to the Server.

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Give some time to get created and up your Server.

In the mean time you can explore other things till your Server is up and running for you.

Once it is made available, you can start login and explore your newly created Server.

Where to find my Server?

From the Navigation Bar choose Virtual Machine (classic).

It will list you all Virtual Machines created by you.

Select your Virtual Machine in my case it is NavDemo.

You can find the Server Name and IP of your Virtual Machine.

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I am using my IP to login to my Server.

Open your Remote Desktop Connection and enter your IP.

The User Name & Password as we created in previous step.

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Here I am Login to my Server.

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You can see that Dynamics NAV 2016 is already available with my Server.

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That’s all for today, we will see more in my upcoming posts.

Till then keep exploring & Learning.

 

 

 

Azure, How To, Information, Instalation & Configuration, Tip & Tricks

AZURE free Subscription

Ashwini Tripathi

Azure-0

I will be going with few posts demonstrating the Navision in Azure environment.

To start with we will be required to subscribe to Azure first.

Open page:

https://azure.microsoft.com/en-us/free/

Click on Start now.

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Enter your Mobile No to verify you phone no.

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Next you will be required to verify your credit card.

Once both things are verified you can start with Sign up with the Azure Subscription.

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Before you start with managing your services on Azure here presented few FAQ.

 

Few FAQ on Azure Subscription.

 

Why is my credit card being charged $1 for signing up for the Free Trial offer?

To ensure a valid credit card, Microsoft will charge your credit card $1 when signing up for the Free Trial Offer. This is only an authorization hold, the charge will be reversed within 3-5 business days.

What happens with the services I created after the 30-day trial period ends?

Once the trial period is over, if you have not upgraded to a Pay-As-You-Go Azure subscription, we will decommission your services, and you will not be able to use them anymore.

What do I get when I sign up for a Free Trial?

You receive a $200 credit to spend on Azure services during the trial. You can use this $200 however you want to create and try out any combination of Azure resources. It enables you to explore our cloud entirely for free.

Do I pay anything during the trial?

No – the trial is absolutely free.

Do I have to pay something at the end of the trial?

No – there is absolutely no obligation to buy anything at the end of the trial.

How do I know how much of the $200 I’ve used and how much I have left?

During the trial we display your remaining trial credits at the top of the management portal. You cannot miss it.

What happens if I exceed the $200 free trial credit?

If you exceed your $200 free credit, we will suspend your free trial account. You can optionally upgrade your trial to be a Pay-As-You-Go Azure subscription at this point if you want to continue using and paying for services. If not, don’t worry – you won’t be billed anything.

Please refer to updated FAQ on site at time of using, all information is true as on date of this post, anything can change. https://azure.microsoft.com/en-us/pricing/free-trial-faq/

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Click Start managing my subscription, you will land to your Dashboard.

Will come with next step in my upcoming post.

 

 

How To, Information, Instalation & Configuration, Maderia, Tip & Tricks

Using Payment Services – in Madeira

Ashwini Tripathi

It’s obvious you know we can include link in PDF documents, if you don’t know no issues everything is not known to every one until he uses it or someone inform them. Today we will be learning this feature for making payments using links in your PDF invoices generated from Madeira.

If you had setup the preview this feature is already available in CRONIUS US demo company.

How do we Setup:

Login to Madeira Project using your Credentials.

Click on Search Page from right top corner.

Search for Payment Services page.

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Open the Page.

Click on Setup and enter your details as shown in above screen.

Click on Maximize button and Show more to see more details.

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Payment Service Link:

In the CRONUS US demonstration company, the payment link inserted into invoices will link to the PayPal test site.

For your actual Company, we will set so that the payment link will point to the real PayPal site, where payments can be made.

It is advisable that not to do this up for the Actual Company until Project “Madeira” is generally available for purchase. And authorized documentation on this feature is released from Madeira.

If you have setup Always Include on Document then you need not to perform any additional step, but in case you want to add the Payments Service Link to individual invoices that too can be done.

Manually Selecting Payment Services:

Open your Invoice on which you want to include this option.

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As you can see in above Invoice no Payment Service is included.

Click on the Lookup on right side of the field.

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Select the Payment Service from the list of available Services, and click on OK.

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When you send the invoice to your customer the Payment Service Link will be included in the Invoice PDF.

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How it will look in Invoice:

The PDF will contain the link to your selected Payment Service using which your customer can do the payment.

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Stay tuned for more Information in upcoming posts.

Till then keep exploring and learning.

 

 

Corfu Navision 2016, Information, Instalation & Configuration

Download Microsoft Dynamics NAV 2016 – In Released

Ashwini Tripathi

Most awaited finally released Dynamics NAV 2016 In. Find download link.

Customer / Partner login required.

https://mbs.microsoft.com/partnersource/northamerica/deployment/downloads/product-releases/msdnav2016download

Development Tips, How To, Information, Instalation & Configuration, Maderia, Office Integration, Tip & Tricks

Assisted Setup (Office Add-Ins) in Madeira

Ashwini Tripathi

In this post we will discuss about how to setup Office Add-Ins.

Select Assisted Setup & Tasks from the ribbon of Action Tab.

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Select Setup Office Add-Ins from the list.

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Click on Next Button on Welcome Screen.

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Select Setup for (Organization or you only) and click on Next Button.

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Enter your E-mail id and Password, click on Next to continue with next step.

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If you wish to receive few sample mails in your Mail box click on the check box or leave it blank, click on Next Button.

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That’s it. click on Finish to complete the setup.

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That’s all for this post.

Will come with more details in my upcoming posts.

Till then keep exploring & learning.

 

Development Tips, How To, Information, Instalation & Configuration, Maderia, Office Integration, Tip & Tricks

Assisted Setup (Email) in Madeira

Ashwini Tripathi

In this post we will discuss how to setup Email.

Its very easy and single user intervention required.

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From Action Tab click on Assisted Setup & Task from the ribbon.

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On Welcome screen click on Next Button.

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Select the Email Provider and click on Next to continue.

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Enter your Email id and password, click on Next Button.

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That’s it, click on Finish.

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Just required to enter Email id and password, setup is done.

Will come with other option in my next post.

Till then keep exploring and learning.

 

 

How To, Information, Instalation & Configuration, Maderia, Tip & Tricks

Assisted Setup (Sales Tax) – in Madeira

Ashwini Tripathi

Today we will see how Sales Tax setup is done in Madeira. Since preview is limited to US so many of the information may not apply or some different options will be available for other countries. 

Whatsoever may be in final release we will see at that time when finally it will be released. Lets look what is available in this preview.

Login to Madeira using your credentials.

From Action Tab on landing/ Role Center Page on Ribbon click on Assisted Setup & Task.

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List with available options page is opened.

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Select Setup Sales Tax to continue.

Welcome Screen appears click on Next Button.

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Default tax group is created and you can start with other setup, click on Next.

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We are only talking about Tax since this preview is only for US so options relevant to them only available. 

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Select the Account for Tax Account (Sales & Purchase) using the Assist button which lists you the Available Accounts in COA.

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Next City, Country & State related information need to be filled, and then click Next Button to proceed.

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Depending upon Information provided in Previous Screen it suggests Tax Area Code, click on Next Button to continue.

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We are done with Setup now we will assign this to Customer, Vendor and Company.

Click on Next to continue.

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You can Assign the Tax Information to Customer as per entering simple query.

We can assign or we can leave this activity for later.

We have option to schedule a reminder for this activity. Click on Schedule to continue.

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Enter the Date and Time for Start & Expiry of this reminder.

This will setup a Job for this and keep reminding you so that you have track of, that this activity is still pending and need to be completed.

Once done choose OK Button to continue.

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You can see this in Jobs Entry Page.

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Similarly you can do for Vendor too.

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For company it will be applicable if you selected, so no separate screen for same for query based assignment.

Select OK to Continue.

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We are done with our Tax Setup for Company, Customer & Vendor.

 

That’s all for today, will come up with more information in my next post.

Till then keep exploring and learning.

 

 

Development Tips, How To, Information, Instalation & Configuration

CRM Integration Requirement | By – Dynamics NAV Team

Ashwini Tripathi

If you use our integration with Dynamics CRM, you might have noticed a Microsoft.Xrm.Sdk.dll that is installed on the server and on the client computers. This is part of the integration, both when you use the integrated connection and the Connector.

Find more on below post :-

https://blogs.msdn.microsoft.com/nav/2016/04/19/crm-integration-requires-updated-sdk/

Data Migration, How To, Information, Instalation & Configuration, Maderia, Tip & Tricks

Assisted Setup (Data Migration) – Madeira

Ashwini Tripathi

Login to Madeira using your credentials.

From Home page Action Tab Ribbon choose Assisted Setup & Tasks.

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From Assisted Setup Window select Migrate Business Data Task to continue.

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From Welcome Screen select Next.

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Here you can choose source using which you want to Import Data using Assist Edit Button.

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Select Import from Excel option and say OK.

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Select Download Template file.

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Save the File to desired path.

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From Settings Select the Templates you wish to Apply to your Data for Customer, Vendor & Item and choose close to proceed.

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Below is the format of Template downloaded in above step. Fill in the data to Import.

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When we don’t select any template in above step for Customer, Vendor & Item will give confirmation message as below. Choose Yes to proceed.

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From next screen Select choose button to specify the Excel file which we prepared in above step using downloaded Template.

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This will fetch the data from the file and show you no of records in each table which is going to be imported.

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Here if you are familiar with the Rapid Start you can select Advance and perform action accordingly or can skip and proceed to Next Step by selecting Next. Here I am selecting Advance to show the screen.

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Confirm with Yes to proceed.

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Your Package page will open as shown in above screen, choose Apply Package and handle any import issue with the data to complete the step.

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Confirm with Yes to continue.

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After processing it will show the status of data, review and fix the issues to continue.

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You can drilldown and review the issues and take required steps to proceed with issue fixing and importing of data. Here I choose close to return to previous step of simple import without using Package option.

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Select Next to continue with next step.

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After processing it will show status of data and errors in data. Say OK to continue.

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Here we can choose Show Errors to review the Errors.

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We find that in my data most of the issues is related to Gen. Bus. Posting Group, Customer Posting Group, Vendor Posting Group, etc… We can fix these issues later, so just respond Close to continue with Next step.

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Our data is now Imported with errors, we will take care of issues with data as reviewed above. Respond Finish to complete this step & Process.

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Now you can see this step is marked as completed in Status.

Our data is imported we will access the data and fix the issues accordingly.

I will come up with more details in my upcoming posts.

Till then keep exploring and Learning.

 

 

How To, Information, Instalation & Configuration, Maderia, Tip & Tricks

Assisted Setup – Madeira

Ashwini Tripathi

When you want to explore Project “Madeira” on your own, you can always go back to the Getting Started tour. See in cubes area marked.

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At Home page you will find the Assisted Setup & Tasks action. See in Ribbon marked in above screen.

Here you see a list of assisted setup that can help you getting started.

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You can migrate data such as vendors, customers, and items from your existing financial system using the Migrate Business Data assisted setup. Once you are done with this piece you are good to go ahead exploring more.

Depending on your need, check if the other assisted setup can help you in any manner.

In the Assisted Setup window, you will find the followings:

 

ASSISTED SETUP

Set Up Company: – Creates a new trial company for you to enter data and try out Project “Madeira”. If you went through the Getting Started tour this step is probably already completed.

Migrate Business Data: – Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks.

Set up Sales Tax: – Gets you started with default tax groups and assigning tax area codes that you can assign to customers and vendors in order to automatically calculate sales tax in sales or purchase documents.

Set up Email: – Gets you ready for sending email messages directly from sales orders or contacts in Project “Madeira”.

Set up Office Add-Ins: – Sets up the ability to use and launch Project “Madeira” from Outlook.

Set up Email Logging: – Sets up the capability to log email correspondence in Project “Madeira” to follow up on interactions.

 

Will come up with more details in my upcoming posts.

Till then keep exploring and learning.