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Cumulative Update for Microsoft Dynamics NAV 2015/2016/2017/2018 Released in July 2018

Cumulative Update includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV.

The cumulative update is intended mainly for solutions that are experiencing the problems described in the Knowledge Base articles. However, you are advised to always keep your solution updated with the latest cumulative update.

Microsoft Dynamics NAV 2015

Where to find Cumulative Update 45 

You can download the cumulative update from KB 4341445  – Cumulative Update 45 for Microsoft Dynamics NAV 2015.

Or you can download the cumulative update from the Microsoft Download Center.

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2015 Cumulative Update.

For a list of all cumulative updates for this version, see Released Cumulative Updates for Microsoft Dynamics NAV 2015.

Microsoft Dynamics NAV 2016

Where to find Cumulative Update 33

You can see changes included in this cumulative update from KB4341446 – Cumulative Update 33 for Microsoft Dynamics NAV 2016.

You can press one of the countries in list above for a direct download or you can download the cumulative update from the Microsoft Download Center.

Microsoft Dynamics NAV 2016 is also available from containers. Containers are a way to wrap up an application into its own isolated box, you can pull the cumulative update containers from the Docker Hub.

To learn more about other Cumulative Updates already released for Microsoft Dynamics NAV 2016 please see KB  3108728.

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2016 Cumulative Update. Note that if you upgrade to this cumulative update from a version older than Microsoft Dynamics NAV 2016 Cumulative Update 6, you must run the development environment with elevated rights (run as administrator).

Microsoft Dynamics NAV 2017

Where to find Cumulative Update 20

You can download the cumulative update from KB4341447  – Cumulative Update 20 for Microsoft Dynamics NAV 2017.

You can press one of the countries in list above for a direct download or you can download the cumulative update from the Microsoft Download Center.

Microsoft Dynamics NAV 2017 is also available from containers. Containers are a way to wrap up an application into its own isolated box, you can pull the cumulative update container from the Docker Hub.

To learn more about other Cumulative Updates already released for Microsoft Dynamics NAV 2017 please see KB  3210255.

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.
  3. This Cumulative Update can require a database upgrade.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2017 Cumulative Update.

Microsoft Dynamics NAV 2018

Where to find Cumulative Update 07

You can download the cumulative update from KB4341448 – Cumulative Update 07 for Microsoft Dynamics NAV 2018.

You can press one of the countries in list above for a direct download or you can download the cumulative update from the Microsoft Download Center.

Microsoft Dynamics NAV 2018 is also available from containers. Containers are a way to wrap up an application into its own isolated box, you can pull the cumulative update container from the Docker Hub.

To learn more about other Cumulative Updates already released for Microsoft Dynamics NAV 2018 please see KB  4072483.

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.
  3. This Cumulative Update can require a database upgrade.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2018 Cumulative Update.

AL Development for Dynamics 365 Business Central

For information about how to develop extensions for Dynamics 365 Business Central see AL Development for Dynamics 365 Business Central

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Microsoft Dynamics 365 – Overview

As we are aware of release of Dynamics 365 in November 2016.

Dynamics 365 for Financials is based on Project “Madeira” which was in public preview in the US and Canada since April 2016.

Dynamics 365 for Financials launched on November 1, 2016 in the United States and Canada, and intends to expand to additional countries in CY2017.

Dynamics 365 for Sales, Dynamics 365 for Marketing, and Dynamics 365 for Customer Service within the Business edition will also be optimized for SMB customers.

Microsoft Dynamics 365 for Financials, Business edition, has launched in the US and Canada! Microsoft Dynamics 365 for Financials is a business management solution that seamlessly connects people and processes.

It’s deeply integrated with Office 365 and includes built-in intelligence. With Microsoft Dynamics 365 for Financials, customers can easily connect their businesses; make better business decisions; and get started quickly, while easily managing growth. From day one, it makes ordering, selling, invoicing, and reporting easier and faster.

Dynamics 365 for Financials is only available as a SaaS offering from Microsoft.

Software as a service is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. It is sometimes referred to as “on-demand software”. SaaS is typically accessed by users using a thin client via a web browser.

With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice.

Start with just what you need to run your business and delight your customers.

2-1

Say start with Financials.

And then add apps as your needs change.

2-2

In short evolve your business on your terms.

You can add more apps from AppSource as required for selected Products, Categories or Industries.

2-3

Each application solves real problems and delivers real value. But combine them and you get the power and possibilities to transform your business.

2-4

Dynamics 365 haves 2 Editions:

  • Enterprise
  • Business

Dynamics 365, Enterprise edition is optimized for organizations with 250+ employees.

Dynamics 365, Business edition is optimized for organizations with 10 – 250 employees.

 

Applications available in Business for:

Dynamics 365 for Financials is optimized to meet the needs of SMBs with roughly 10 – 250 employees.

These companies typically need more robust capabilities than the financial and accounting packages they started with, but are not yet ready to make a significant investment in highly customized ERP systems.

Dynamics 365 for Financials capabilities span financials management, reporting, fixed assets, supply chain and inventory management, contact/opportunity management, and project management. It also offers multi-company and multi-currency capabilities.

 

Applications available in Enterprise for:

  • Sales – Turn relationships into revenue with digital intelligence in each deal.
  • Customer Service – Earn customers for life with world-class customer service.
  • Field Service – Optimize your scheduling and use predictive tools to master the service call.
  • Project Service Automation – Create more profitable customer relationships using intelligent tools.
  • Operations – Make data-driven decisions for smarter, more efficient operations.

Other Applications:

  • Marketing – Deliver powerful customer experiences using Adobe Marketing Cloud.

 

Microsoft Dynamics 365 for Financials is an app in the Dynamics 365, Business edition. Additional apps within the Business edition (Dynamics 365 for Sales, Dynamics 365 for Marketing, and Dynamics 365 for Customer Service) are currently planned to be available in CY2017.

 

What is the difference between Microsoft Dynamics NAV and Microsoft Dynamics 365 for Financials?

Dynamics NAV is software, available via perpetual, subscription, and/ or SPLA licensing, that can be deployed on-premises or in the cloud and extended using Dynamics NAV Customizations or extensions.

Dynamics 365 for Financials is a new SaaS (cloud – only) service, available only via CSP, which can be extended via apps (validated extensions) in Microsoft AppSource.

Many of the capabilities available in Dynamics NAV will also be available in Dynamics 365 for Financials. However, they will be available in a way that is customer – ready out of the box, so these capabilities may surface differently in Financials than Dynamics NAV.

Microsoft Dynamics 365 for Financials is based on the Microsoft Dynamics NAV platform and several other Microsoft technologies.

It is not compulsory but for seamlessly experience Dynamics 365 for Financials from within Office 365, customers must have an Office 365 subscription that includes Exchange Online.

I will come up with more details in my up coming posts till then keep exploring and learning.

 

 

 

Microsoft Dynamics 365 for Financials

Areas covered and Features available in Dynamics 365 for Financials:

  • Bank & Payment Management
    • Bank Account Reconciliation
    • Check Writing
    • Electronic Payment
    • Reconciliation
  • Data Migrations
    • Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks.
  • Financial Management
    • Account Payables
    • Account Receivables
    • Account Schedules
    • Budgets
    • Cash Flow Forecast
    • Deferrals
    • Fixed Assets
    • General Ledger
  • Inventory
    • Alternative Ship-To Addresses
    • Drop Shipments
    • Inventory
    • Item Substitutions
    • Non-stock Items
    • Returns and Cancellations
    • Shipping Agents
  • Office 365
    • Lets you manage business interactions with your customers and vendors, directly in Outlook.
  • Opportunity Management
    • Contact Management
    • Dynamics 365 Integration
    • Interaction/Document Management
    • Outlook Client Integration
  • Other Features
    • Change Log
    • Dimensions
    • Document Management, Capture & OCR
    • Multiple Currencies
    • Word Reporting
    • Workflow
  • Project Management
    • Basic Resources
    • Budgets/Estimates
    • Capacity Management
    • Jobs
  • Purchasing
    • Cross Reference
    • Purchase Invoice Discounts
    • Purchase Invoicing
    • Purchase Line Discounting
    • Purchase Order Management
    • Purchase Pricing
    • Salespeople/Purchasers
  • Sales
    • Pricing and Discounting
    • Sales Invoice Discounts
    • Sales Invoicing
    • Sales Order Management

Microsoft Dynamics 365 for Sales

Areas covered and Features available in Dynamics 365 for Sales:

  • Intelligence
    • Analyze with Power BI
    • Azure Machine Learning
    • Customer Insights
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
    • Mobile UI Enhancements
    • Mobile Authenticated Mashups
  • Social
    • No features released
  • Others
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 App for Outlook
    • Exchange booking integration
    • Customer Insights
    • 3rd party S2S Inbound Authentication
    • Data Export Service
    • Editable grids
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Partner portal
    • Portal service
    • Relationship Insights
    • Scheduling unification
    • Task-based experiences
    • Visual process designer

Microsoft Dynamics 365 for Customer Service

Areas covered and Features available in Dynamics 365 for Customer Service:

  • Intelligence
    • Analyze with Power BI
    • Azure Machine Learning
    • Customer Insights
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
    • Mobile Authenticated Mashups
  • Social
    • No features released
  • Others
    • 3rd party S2S Inbound Authentication
    • Business recommendations
    • Customer backup and restore
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 App for Outlook
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Editable grids
    • Exchange booking integration
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Partner portal
    • Portal service
    • Relationship Insights
    • Scheduling unification
    • Task-based experiences
    • Visual process designer

Microsoft Dynamics 365 for Field Service

Areas covered and Features available in Dynamics 365 for Field Service:

  • Intelligence
    • Azure Machine Learning
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
  • Social
    • No features released
  • Others
    • 3rd party S2S Inbound Authentication
    • Connected Field Service
    • Customer backup and restore
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Editable grids
    • Field Service
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Portal service
    • Resource scheduling optimization (Field Service)
    • Task-based experiences
    • Visual process designer

Microsoft Dynamics 365 for Project Service Automation

Areas covered and Features available in Dynamics 365 for Project Service Automation:

  • Intelligence
    • Azure Machine Learning
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
  • Social
    • No features released
  • Others
    • 3rd party S2S Inbound Authentication
    • Customer backup and restore
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Editable grids
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Portal service
    • Project Service Automation
    • Task-based experiences
    • Visual process designer

 

Microsoft Dynamics 365 for Operations

Areas covered and Features available in Dynamics 365 for Operations:

  • Financial Management
    •             Accounts payable
    •             Accounts receivable
    •             Budgeting
    •             Cash and bank management
    •             Credit and collections
    •             Expense management
    •             Financial reporting
    •             Fixed assets
    •             General ledger
  • Globalization & Translation
    •             Country/region localizations & languages
    •             Dynamics Translation Service
    •             Localization configurations
  • Human Capital Management
    •             Enhanced analytics for Human Capital Management
    •             New termination rules
    •             New Workflows enabled in Human Resources
    •             Regulatory updates
    •             Talent management
    •             Transitioning employees and contractors
    •             US Payroll
  • Intelligence
    •             Compensation and benefits Power BI reports
    •             Competency and development reports
    •             Create Power BI reports with enumerated fields
    •             Customize application reports using extensions
    •             Human Resources Manager Power BI reports
    •             Personalized product recommendations powered by cognitive services and Microsoft Azure machine learning
    •             Project Management PowerBI reports
    •             Recruiting Power BI reports
    •             Training Power BI reports
  • Manufacturing
    •             Product variant enhancements
  • Mobile
    •             Mobile

 

  • Project Management Accounting
    •             Funding sources can be selected for fee journal lines
    •             Intercompany revenue and cost transactions
    •             Late selection option for invoice proposals in a batch
    •             Managing estimated costs, revenue, and item requirements
    •             Power BI content pack for Project management and accounting
    •             Project management and accounting improvements
    •             Project resourcing improvements
    •             Vendor prepayments in fixed-price project estimates
  • Retail Commerce
    •             Advanced warehousing in Retail store
    •             Analytics and intelligence
    •             e-Commerce & consumer shopping app
    •             Hybrid cloud – Retail Store
    •             Mobility and modern user experience
    •             Omni-channel
    •             Payments
    •             Retail store
  • Supply Chain Management
    •             Additional warehouse support in manufacturing
    •             Cost accounting
    •             Vendor collaboration
    •             Warehouse enhancements for high volume distribution centers
    •             Warehouse operation enhancements
  • Others
    •             Consignment Inventory
    •             Development and customization
    •             General
    •             Intercompany order processing: ATP and direct shipment
    •             Servicing environments
    •             Web client

The first look at the next generation of intelligent business applications in the cloud. Dynamics – 365

 

Today I had a chance to attend Dynamics 365 – first look presentation from Microsoft.

Below are the few takeaways from this session, sharing with you, will come up with more details later in my upcoming posts.

Microsoft Dynamics 365

Enable your organization to grow, adapt, and evolve to meet the needs of your customers with Dynamics 365 – the next generation of intelligent business applications.

 

1

 

14

 

15

Use digital intelligence to reimagine what’s possible for your business.

Dynamics 365 unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation.

Start with what you need, add applications as your business grows.

Rethink what’s possible for your business when you:

  • Better engage customers
  • Empower employees
  • Optimize operations
  • Reinvent products and business models

23456789101112

Product demo was also given, will share those details also in my upcoming posts. Till then keep exploring and learning.

All screenshots are taken from Microsoft presentation.

You can find more details and explore on below link: https://www.microsoft.com/en-us/dynamics/default.aspx

13

 

Microsoft Dynamics 365

As per Dynamics 365 Team: News published Aug 22 2016

Microsoft is on a mission to help every organisation and every individual achieve more.  To that end we’re seeking to reinvent personal productivity and business processes.  Microsoft Dynamics 365 is the next step on our journey. Announced in July 2016 – Dynamics 365 will become generally available later this year. We’re keen to help existing Dynamics customers understand more about our ambition and how Dynamics 365 fits into our plans for the Dynamics products and services you are already using.

See more details on : https://mbs.microsoft.com/customersource/northamerica/news-events/news-events/news/MicrosoftDynamics365

The Dynamics portfolio

Later this year Dynamics CRM and Dynamics AX will come together to create the Microsoft Dynamics 365 Enterprise edition.  The Business edition will be founded on “Project Madeira” which is currently in public preview.

Click to find out more about plans for particular product/service:

 

Microsoft Dynamics 365 editions:

Microsoft Dynamics 365 Dynamics 365 comprises a range of end-to-end, cloud based, intelligent business applications.  Dynamics 365 will be available in Business and Enterprise editions.

Microsoft Dynamics 365 Business edition Microsoft Dynamics 365 Enterprise edition

Financials

Sales *

Marketing *

*Available Q2 CY 2017

Operations

Sales

Marketing

Customer Service

Field Service

Project Service Automation

Includes embedded intelligence, PowerApps and Flow

Includes embedded intelligence, PowerApps and Flow

Additionaly Dynamics 365:

  • Uses a common data model, shared with Office 365, to simplify data management and integration across apps and business processes.
  • Offers tech savvy business customers/analysts, aka “citizen developers,” (using Power Apps, Power BI Embedded and Microsoft Flow) and professional developers (using Azure platform services) a consistent way in which to compose new apps and easily extend and modify existing ones.
  • Comes with connectors that let you integrate with applications and services from Microsoft and our partners – including custom API’s and on premise systems.

 

Dynamics365-1

 

Roadmap :

Dynamics365NAV-2

Dynamics365Madeira-3

Dynamics365CRM-4

Dynamics365CRM-5

Dynamics365AX-6

Dynamics365AX-7

Dynamics365GP-8

Dynamics365SL-9

All images are taken from Microsoft Site.

Information can change over the time, correct till posting of this post.

For accurate information please check on Microsoft customer source site in News & Events section, Links available above in post body.

 

 

 

Configuring Single Sign-On using Office 365 on Navision 2016

Today we will see how we can enable Single Sign-On using Office 365 for Navision 2016.

Before we start we should have Virtual Machine ready on Azure with Navision 2016 installed, Certificates and Nav User is configured. Endpoints are open so that web client can be used from outside Virtual Machine on internet.

It should be hosted on Public IP, then only we will be able to configure it.

For details regarding Azure Subscription you can see my earlier post here.

For details regarding Creating Virtual Machines you can see my earlier post here.

You also need Office 365 Subscription ready for use and you can use the AD of same to configure your Single Sign-On.

Let us start with Admin console of office 365. Click on Azure AD this will create Management Console to work with AD.

SingleSignOn-1

Enter your details and click on Next.

SingleSignOn-2

Enter your details and click on Next, Finally Sign Up.

SingleSignOn-3

It will take few minutes to configure and make it available for you.

SingleSignOn-4

Once your Subscription is ready click on Start Managing my Service.

SingleSignOn-5

From Management Console click on Virtual Machine, if you dont have already to create one for you.

SingleSignOn-6

Select the Virtual Machine in Search for Microsoft Dynamics Nav 2016.

SingleSignOn-7

Select the approprite Virtual Machine from the List.

SingleSignOn-8

Enter your details and Create. For more details see the link provided on top of the post.

SingleSignOn-9

Let us return to our AD, Click on Applications. This will List all you Apps currently available with your AD or office 365.

SingleSignOn-10

Click on Add to configure your Application.

Give a Name and Select Web Application/or Web API, as we are configuring for Web Client today. Click on Next.

SingleSignOn-11

Enter your Web Client URL and Office portal AD URL.  Click on OK.

SingleSignOn-12

Your New application gets registered with your AD.

Select the created Application and Click on View Endpoints.

SingleSignOn-13

Copy the Federation MetaData URL and keep it handy at safe place we will require this in our next step. Close the window we are not performing any changes here.

SingleSignOn-14

Open your Navision User Card.In Office 365 Authentication enter your Office portal user email id which you will be using for Single Sign-On.

SingleSignOn-15

Open your Navision Service Instance configuration and enter Federal MetaData URL which we copied in our previous step.

SingleSignOn-16

Restart you NAV Service.

SingleSignOn-17

Open the Web Client Folder under your IIS. Edit your Web.config file using prefered Editor.

SingleSignOn-18

Enter you Client Service Credentials as AccessControlService.

SingleSignOn-19

Change value of ACS URI as below. You have full explaination of same in the file itself.

SingleSignOn-20

Thats all, Now you open your web client and you will be redirected to Office 365 Login Page, enter your valid office 365 e-mail user id and password you will be authenticated and Web Client is opened.

Thats all for today, I will come up with moredetails in my upcoming posts.

Till then keep exploring and learning.

 

Assisted Setup (Office Add-Ins) in Madeira

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

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

SetupOfficeAddIn-1

Select Setup Office Add-Ins from the list.

SetupOfficeAddIn-2

Click on Next Button on Welcome Screen.

SetupOfficeAddIn-3

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

SetupOfficeAddIn-4

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

SetupOfficeAddIn-5

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.

SetupOfficeAddIn-6

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

SetupOfficeAddIn-7

SetupOfficeAddIn-8

That’s all for this post.

Will come with more details in my upcoming posts.

Till then keep exploring & learning.

 

Assisted Setup (Email) in Madeira

In this post we will discuss how to setup Email.

Its very easy and single user intervention required.

SetupEmail-1

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

SetupEmail-2

On Welcome screen click on Next Button.

SetupEmail-3

Select the Email Provider and click on Next to continue.

SetupEmail-4

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

SetupEmail-5

That’s it, click on Finish.

SetupEmail-6

 

 

SetupEmail-7

 

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.

 

 

OFFICE 365 INTEGRATION IN NAV 2015 – Word/Excel/SharePoint

If you have signed up for Office 365, Microsoft Dynamics NAV can use this service to open and save documents. For example, when you export a report to Excel and save it on Office 365, Microsoft Dynamics NAV can use Excel Online that your Office 365 account uses to open the document.

Before you can use Office 365 and SharePoint Online with Microsoft Dynamics NAV, you must configure the service in Microsoft Dynamics NAV.

If you want to use the same folder to store temporary files for all users, you must specify a shared user account. Otherwise, each user’s temporary files are stored in their personal document repository on the SharePoint site.

Let us first understand the details before we start with Setup for SharePoint Shared Folder.

Your IT can help you configuring and assigning suitable rights to access. Although you can explore and help yourself. Since we are concentrating on Navision so we will not go in details for Share point.

Just to make understand I will be only covering top level information.

In this example I assume you already have up and running site for Document Sharing in SharePoint 2013 – 365 Online.

Here I am logging in to Office 365 – Online registered by me for demo purpose. You can register for free trial to explore the same in more details.

SharePoint-1

My Opening screen looks as one below.

SharePoint-2

I select SharePoint Site to continue. Below is my SharePoint Opening screen. I will select my site which I have created for this demo and file sharing with other users in my organization.

SharePoint-3

Let us understand different parts which will help configuring our Online Document Storage Configuration in Navision 2015.

SharePoint-4

Here I am in my Folder at Lower level where all my files will be stored and shared with my other colleges.

SharePoint-5

Open “Online Document Storage Configuration” from path shown in below screen.

SharePoint-6


Specify the Service Name of your choice or use Default provided by the System.


Fill the Location to your SharePoint site: Specifies the unified resource indicator (URI) for your site on SharePoint Online, such as [https://krishnasoftwaredevelopers.sharepoint.com/MS_Nav_Documents] in my case I will use this.


Fill the Folder field which specifies the folder in the document repository for this document service that you want documents to be stored in.


This field is required. If you have not already created a subfolder in your document repository, you must create one now, and then specify it in the Folder field.


The Document Repository field includes the top-level folder in the document repository that your document service provides. The Folder field specifies a subfolder so that you can keep business documents and drafts separate from pictures and other shared documents.


For example, if the Document Repository field is set to [Documents], the Folder field can be set to [NavisionDoc] as per my example discussed above.


When a user exports data to Excel, for example, Microsoft Dynamics NAV saves the temporary file at the location that is specified in the Document Repository and Folder fields, such as

[https://krishnasoftwaredevelopers.sharepoint.com/MS_Nav_Documents/Documents/NavisionDoc]


Fill Document Repository field: Specifies the name of the document library, such as [Document]


Fill User Name field: Specifies the account that Microsoft Dynamics NAV Server must use to log on to the document service.


I would recommend that you specify a different user name than the administrative account. This helps reduce the risk of users accessing administrative settings, for example. For example, if your user name as an administrator is Administrator@KrishnaSoftwareDevelopers.onmicrosoft.com,

then the user name for Microsoft Dynamics NAV Server can be Nav@KrishnaSoftwareDevelopers.onmicrosoft.com or any of the regular user names that you have created.

SharePoint-7


On the Actions tab, in the General group, choose Set Password.


In the window that appears, specify and confirm the password for the account    that you specified in the User Name field. Choose the OK button.


When you have set up the service, you can test whether that configuration is valid.

SharePoint-8


On the Actions tab, in the General group, choose Test Connection.


A message displays the result of the test.

SharePoint-9


The above message confirms we can now save documents on our SharePoint.


Let us check a sample as below:
Open the Document and Execute the report available.
While Running the Report I specify I want to Print with Microsoft Word.

SharePoint-10


Document will be generated and opened in Word – Office – 365. Temp file name is given to the file. Close the File as it is auto Saved by Office 365 Word Application.

SharePoint-11


Browse to your SharePoint Folder configured above, you will see the Word file is now available in this Folder.

SharePoint-12


Right Click on Name of the File and Rename with some meaning full Name as shown below.

SharePoint-13


Give the Name to the File and press Save Button.

SharePoint-14


Here is the File after Rename.

SharePoint-15


This way when ever you Print your document from Navision in Word or Excel it will get saved in this Folder.

By setting appropriate access rights you can share the files between you colleges in your Organization.

 Please check SharePoint stuffs with you admin or appropriate authority in your organization.

SMTP Setup errors while setting Office 365

Normally we see below Errors while configuring our SMTP in Navision.

Error-1

Check that your User Setup is having valid e-mail id.

Error-2

If you are using Domain make sure you are accessible to your domain. If you are outside you office make sure you are connected using your VPN.

Error-3

OFFICE 365 INTEGRATION IN NAV 2015 – Exchange Online

NEW SMTP EMAIL FLOW IN NAV.

Open SMTP Mail Setup Page, Refer below screen for path.

Office Integration-1

Click on action Apply Office 365 Server Settings.

The fields SMTP Server, SMTP Server Port and Authentication fields will be filled up automatically

Fill the User ID and Password fields based on the existing account in Office 365. You can contact your Network Admin for details.

Office Integration-2

Click “Test Email Setup” action

Office Integration-3

Office Integration-4

If everything is configured properly in Office 365 and NAV 2015 then you will get below successful message.

Office Integration-5

And below mail will be sent to Office 365 account.

Office Integration-6

After this step if we try to run action Email Confirmation from Sales Order

Office Integration-7

Then a dialog box will be opened showing from address as office 365 account.

Office Integration-8

Press OK button to send an email to required address. Edit required information.

If Edit in Outlook is checked it will open in Outlook App. You can change further mail content and recipient details before sending the mail.

Office Integration-9

Click Send to send mail from your Outbox.

Below screen shot shows that mail is sent from Office 365 account

Office Integration-10

Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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