Extending microsoft dynamics NAV 2016 cookbook

What this book covers Chapter 1, Writing Basic C/AL Code, describes NAV 2016 server and client installation and configuration and introduces the NAV 2016 development environment along wi

Extending Microsoft Dynamics NAV 2016 Cookbook

Make the most of your NAV deployment by extending and customizing it with a variety of expert tools

Alexander Drogin

BIRMINGHAM - MUMBAI

Copyright © 2017 Packt Publishing

All rights reserved No part of this book may be reproduced, stored in a retrieval system, ortransmitted in any form or by any means, without the prior written permission of thepublisher, except in the case of brief quotations embedded in critical articles or reviews.Every effort has been made in the preparation of this book to ensure the accuracy of theinformation presented However, the information contained in this book is sold withoutwarranty, either express or implied Neither the author, nor Packt Publishing, and itsdealers and distributors will be held liable for any damages caused or alleged to be causeddirectly or indirectly by this book

Packt Publishing has endeavored to provide trademark information about all of the

companies and products mentioned in this book by the appropriate use of capitals

However, Packt Publishing cannot guarantee the accuracy of this information

First published: January 2017

About the Author

Alexander Drogin started working with Navision Attain version 3.01 in 2002 as a software

developer at a consulting company After 7 years of development, he shifted his focus toend-user support In 2012, he joined the Microsoft Russia development team as a softwareengineer in testing, and worked on NAV test automation Currently, he leads the sustainedengineering team in the Supply Chain Management area at Microsoft

I would like to thank my colleagues who helped me in my work on this book Oleg

Romashkov, for reviewing the book and testing the code samples, whose valuable feedback

on the content helped improve the quality of the book; and Sergey Iazovskiy, who helped me

in designing numerous NET examples and solving issues with NET Interoperability.

About the Reviewer

Oleg Romashkov has been a NAV developer since 2001 He worked for eight years with

Microsoft by developing new features and country localizations for NAV 4.00 – NAV 2015.Also he spent 7 years working for a few MS partners where he implemented NAV for morethan 20 customer projects

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Designing server-side reports in SQL Server Reporting Studio 200

Extending UI with page trigger events 389

Microsoft Dynamics NAV 2016 is a modern enterprise resource planning application thatcovers a wide range of user demands The NAV technical platform gives end-users andapplications developers access to cutting-edge technologies, while the front-end businessapplication meets most of the daily needs of small and medium-sized companies Still everybusiness is individual and must face unique challenges, and it is impossible to foresee alldemands from business users to the ERP software

To satisfy the requirements of each unique company, NAV offers a wide variety of tools toextend standard functionality This toolset includes the internal development environmentthat enables developers to tailor the business application to individual needs Besides, inthis book you will find multiple recipes guiding you through the integration of externallibraries developed in NET languages, into NAV applications

With the recipes in this book, you will customize NAV applications, develop business logic,extend user interfaces, and organize solutions with custom role centers arranged

specifically for each functional role in the organization

The book then proceeds to reporting tools, which are the essential part of any enterprisesoftware You will build informative and interactive reports with built-in NAV tools, anduse Visual Studio reporting tools and SQL Server Reporting Services to design and publishreports Readers not so skillful in application development, but proficient in Excel or Power

BI, will learn how to load data from NAV into their favorite reporting system and modelcomprehensive reports

System administrators will find useful recipes on different aspects of NAV server

configuration and security features

What this book covers

Chapter 1, Writing Basic C/AL Code, describes NAV 2016 server and client installation and

configuration and introduces the NAV 2016 development environment along with thebasics of the NAV application language, C/AL

Chapter 2, Advanced C/AL Development, delves deeper into C/AL development and NAV

application objects You will learn how to store your data in tables, present the data in UIwith pages, export, import, and structure the data in XMLPorts and queries, and writeefficient and reusable code

Chapter 3, Reporting and Data Analysis, introduces the reader to NAV reporting capabilities.

The chapter begins with an in-depth description of C/SIDE Report objects, shifting tointegration with external tools in the second part You will learn how to present NAV data

in different reporting systems, including Power BI, SQL Server Reporting Services, and MSExcel

Chapter 4, NET Interoperability in C/AL, covers the integration of NET assemblies into the

NAV client application language Recipes in this chapter give an overview of the DotNetdata type in NAV, various extensions of C/AL aimed at supporting the NET

interoperability and development of custom Net assemblies and their integration intoNAV

Chapter 5, Extending C/AL with COM Components, walks the reader through developing

COM components and the integration of COM into the NAV application

Chapter 6, SharePoint Integration, provides an overview of corporate web portals on the

SharePoint platform and various ways to integrate NAV elements into the corporate sites

Chapter 7, Control Add-ins, covers extending the NAV user interface with custom controls

written in NET languages, such as C#, or in JavaScript

Chapter 8, Web Services, covers publishing SOAP and OData web services from NAV to

expose data and functionality through standard communication interfaces over the Web.You will learn how to publish and consume NAV web services and protect web serviceendpoints from unauthorized access

Chapter 9, Events and Extension Packages, covers the events which have been introduced in

NAV 2016 to allow application developers to extend NAV functionality without

modification to the base application code We will go through subscribing to different types

of events to receive notifications of changes in database, user actions, and events in the appbusiness logic The chapter then covers developing extension packages that utilize the idea

of events to bind third party extensions to NAV application code

Chapter 10, PowerShell, gives an overview of the reach set of PowerShell cmdlets available

in NAV shell

What you need for this book

Microsoft Dynamics NAV 2016

Microsoft SQL Server 2012 Service Pack 2 Express, Standard, or Enterprise

Microsoft Visual Studio 2012 Professional, Premium or Ultimate edition

Instead of Visual Studio 2012, you can use its free version, Visual Studio Code, to develop.NET code in C#

To design report layouts, Visual Studio is also required VS report designer can be replacedwith the free Microsoft SQL Server 2012 Report Builder

Microsoft Office 2016 The book covers different aspects of integration between NAV andOffice applications

Power BI is required for data analysis in Chapter 3, Reporting and Data Analysis

The R language environment Two recipes in Chapter 3, Reporting and Data Analysis, use R

scripts for statistical analysis of NAV data These will require R

SharePoint Server 2016 or SharePoint Online subscription

Java SE Development Kit 8 and an IDE for Java development, for example, Eclipse

Windows Management Framework 3.0 must be installed to use features of PowerShell 3.0.Installation is required on Windows 7 or Windows Server 2008 In Windows 8, WindowsServer 2012 and higher versions, PowerShell 3.0 is integrated into the operating system

Who this book is for

This book is intended for NAV developers, administrators, and advanced users who want

to take the most from NAV implementation The reader is expected to be familiar with basicprogramming and have a good knowledge of NAV business application Understanding ofobject-oriented principles, as well as some experience of programming in C# and/or Javawould be helpful

In this book, you will find several headings that appear frequently (Getting ready, How to

do it, How it works, There's more, and See also)

To give clear instructions on how to complete a recipe, we use these sections as follows:

Getting ready

This section tells you what to expect in the recipe, and describes how to set up any software

or any preliminary settings required for the recipe

In this book, you will find a number of text styles that distinguish between different kinds

of information Here are some examples of these styles and an explanation of their meaning

Code words in text, database table names, folder names, filenames, file extensions,

pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "Open theClientUserSettings.config file located in the AppData directory."

A block of code is set as follows:

SalesLine.SETFILTER(

"Document Type",'%1|%2',

SalesLine."Document Type"::Order,

SalesLine."Document Type"::Invoice);

Any command-line input or output is written as follows:

Install-NAVApp -ServerInstance DynamicsNAV90 `

-Name "ILE Posting DateTime"

New terms and important words are shown in bold Words that you see on the screen, for

example, in menus or dialog boxes, appear in the text like this: "Click Next, then select the option Do not export the private key."

Warnings or important notes appear in a box like this

Tips and tricks appear like this

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Writing Basic C/AL Code

In this chapter we will cover the following recipes:

Installing NAV Development Environment

Application object triggers

NAV Development environment – C/SIDE

Compiling objects and error handling

Importing and exporting application objects

Basic C/AL programming

Accessing the database

Configuring NAV Server

Configuring Web Server

This chapter will introduce you to the basics of NAV Client Application Language

development, from installing the development environment and configuring the server tothe fundamentals of data manipulation with C/AL

C/AL Development is framed around objects representing different kinds of functionalityand designers associated with each object type While the details of design for each type ofobjects will be covered in the next chapter, this chapter will introduce readers to the concept

of objects and triggers and present the integrated development environment

In the last recipe we will concentrate on secure access to the NAV server from the web andmobile client

Installing NAV Development Environment

This introductory recipe describes the basic steps of installing the C/SIDE – NAV

development environment This is the initial requirement for all recipes involving thedevelopment of NAV objects

Getting ready

Microsoft Dynamics NAV 2016 server and development environment can be installed on acomputer running Windows 7 Home edition or higher versions But the recommendedminimum requirement is Windows 7 Service Pack 1 Professional edition Some of thefeatures described in this book are supported only on Windows 7.1 Professional or higherversions

If you need detailed instructions on system requirements, refer to the MSDN article System

Requirements for Microsoft Dynamics NAV 2016 Further in this book, we will assume that the

minimum requirements described in this article are satisfied

1 Install Demo: This installs a preconfigured set of components for the

demonstration environment without manual configuration

2 Choose an installation option: You can choose which components to

Click the Choose an installation option Install Demo mode is convenient for a

Server Microsoft Office Outlook Integration SQL Server Database Components Demo Database

Microsoft Office Outlook Add-in Web Server Components

Click Next and review the installation parameters.

Environment from the Start menu C/SIDE client will connect to the SQL Server

database created during the installation process

The following is the Object Designer window that opens when you connect to

9

the database in the NAV Development Environment:

If you don't see this window after connecting to the database, click Object

Designer in the Tools menu or press Shift + F12.

How it works…

We chose to install Dynamics NAV 2016 components required for the recipes in this book

Extended testability options, automated data capture system, and click Once installation

are not covered in the book and remain optional.

The help server must be installed if you intend to use local help files If you prefer lookingfor information on MSDN or online communities, it can be skipped All reference

documents installed along with the help server are available online

Installation will create and start a service named DynamicsNAV90 You can find it in your

computer's services list as Microsoft Dynamics NAV Server [DynamicsNAV90].

To verify the service installation, run the Dynamics NAV 2016 Client from the Start menu, click Select Server in the application menu, and enter the server address:

Application object triggers

Trigger is a piece of code that is executed in response to some external action All objects inNAV, except Menu Suite, have a set of triggers that can be programmed to respond tocertain user's or system actions For example, when a page with data is displayed on thescreen, a sequence of triggers are fired in the application

OnInit: Page object is initialized

OnOpenPage: Page is displayed

OnAfterGetRecord: Table record displayed on the page is read from thedatabase

OnAfterGetCurrRecord: Table record currently selected is read from thedatabase

There are other triggers reacting to UI elements, data modifications or to external eventsfrom NET components We will delve deeper into different types of objects and

corresponding triggers later in the book Now let's create a code module (called a codeunit

in NAV) with a single trigger that fires when the object is executed

codeunit object is created

Each object in NAV must have a unique name and number that are assigned to3

the object when it is saved in the database Click File | Save and fill in the ID and

Name fields in the Save As dialog Leave the Compiled option checked:

The new codeunit has two system-created triggers Position the cursor in the4

empty line below Documentation and write a short description of your newcodeunit For example, This is my first NAV codeunit:

Move the cursor to the OnRun trigger and enter a line of code that will be

5

executed when the trigger fires:

MESSAGE('Codeunit OnRun trigger');

Save the codeunit and close the editor window

a message box with the codeunit OnRun trigger in it.

In the Object Designer window, create another codeunit, save it with ID 50001

8

and name it NAV Codeunit Runner

Write a line of code in the OnRun trigger that will invoke the first codeunit:

9

CODEUNIT.RUN(CODEUNIT::"First NAV Codeunit");

Close the code editor and run codeunit 50001 from the object designer The same10

message box with the codeunit OnRun trigger will be shown.

How it works…

In most cases all triggers supported by an object are available in the C/AL code editor assoon as the new object is created There are several exceptions when a trigger must beexplicitly declared as a function having specific signature, but these triggers are outside thematerial covered in this chapter All application triggers we are going to work with will becreated by the C/SIDE without developer's intervention

All NAV objects that can execute C/AL code (that is, all objects except Menu Suite), have

the Documentation section This object section is often referred to as a trigger, and looks

like a function in the code editor, although it is never executed Documentation is used tocomment the object – usually comments applicable to the object in general are placed here.Codeunit objects support only one trigger OnRun that is called when the object is executed

In Step 7 we run the codeunit manually from the object designer In the steps, Step 8 toStep 10, the same trigger fires when execution of the codeunit is initiated from anothercodeunit's OnRun trigger This way, triggers can be chained, when the execution of an objectcan cause another trigger to fire

To run the codeunit we use the system function CODEUNIT.RUN which takes the codeunit

ID as the parameter It can simply be a number (50000) Or we can refer to the codeunit byits name, making the code more human-readable

NAV Development Environment – C/SIDE

C/SIDE is the NAV integrated development environment where we create applicationobjects, design the user interface, and write code The next recipe gives an overview of theenvironment and presents some new features introduced to the IDE in NAV 2016

access the list of global variables, text constants, and functions

Select the Functions tab in the C/AL Globals window and type the function

3

name Name the new function Multiply By default, a new function is createdwith the Local attribute Local functions are visible only inside the object wherethey are declared and cannot be called from other objects

Close the declarations window Now you can see the new function Multiply in4

the C/AL editor

Position the cursor on an empty line inside the function and open the C/AL

5

Locals window Here you can declare local variables available inside the

function, as well as the function's parameters and return type

In the Parameters tab, enter the name and the type of a new function parameter

6

you want to declare Create a parameter X of type Integer To do this, enter X in

the Name field and choose Integer from the drop-down list in the DataType

field

Add one more integer variable, Y:

We want this function to return the result of the multiplication of two parameters9

X and Y EXIT statement serves this purpose, so the function's code should consist

of one line: EXIT(X * Y) Start typing the first statement EXIT As you type,IntelliSense will suggest possible language structures:

When you see the function EXIT in the suggested autocompletion list, select

it by pressing the up and down keys on the keyboard and press Enter to

confirm the selection

Complete the function Enter the line EXIT(X * Y);

How it works…

Unlike many other programming languages, like C++, C# or Java, variables and functionsdeclaration in C/SIDE are separated from the program text All global and local declarationsare accessed in the code editor via the main menu

Variables and text constants declared in the C/AL Locals can be used only in the functionwhere they are created C/AL Globals declarations are accessible from any function in thesame object

Functions can only be created in the C/AL Globals and can be accessed from anywhere inthe same object Function do not have to return a value and can be declared without anyreturn type If you want the function to return a result, you must assign a return type to itand use the EXIT statement to return a value to the caller function

In the steps from Step 7 to Step 11 we demonstrate how IntelliSence integrates with theNAV development environment IntelliSense is a Microsoft code completion feature widelyused in Visual Studio It aides a developer in coding by suggesting possible variable and

Compiling objects and error handling

The C/AL code in NAV objects is not executable itself Before a C/AL object can be used inthe application, it must be compiled into binary code that can be run

The C/AL compiler is a part of the C/SIDE development environment, and can be run eitherfrom the object designer or in the code editor while writing the application code

Compile in the Tools menu to compile the code A message will inform you

about an incorrect type conversion and position the cursor in the line containingthe first error

Click Save in the File menu, assign an ID and name to the new codeunit, uncheck

5

the Compiled checkmark in the dialog box, and click OK:

The object is saved without compiling The Compiled column in object designer

6

does not have a checkmark, which indicates that the object is uncompiled:

Uncompiled objects cannot be executed

Select the codeunit 50002 and click Run in the object designer An error message

second line informing you about a syntax error

Insert the missing apostrophe to close the text constant and fix the erroneous line.11

The following is the correct function code:

In Step 5 we are saving the object without compiling This option is often used in the middle

of the development process, when the object is incomplete and not syntactically correct yet

It is not necessary to open objects in the code editor to compile them one at a time It ispossible to compile multiple objects in one batch Select all objects you want to compile in

the object designer and press F11 – it will run compilation for all selected objects If several

objects are selected and there are compilation errors in any of them, the list of errors will bedisplayed in a summary table

Importing and exporting application objects

Dynamics NAV application objects can be exported in plain text format and edited withexternal tools Although editing code outside C/SIDE is not as convenient as doing it in theC/SIDE code editor, this may be useful when, for example, you need to compare differentversions of the same object with a file comparison program or export the source file into acode repository

Objects can also be exported and imported in binary format as fob files Binary filescannot be edited directly, so the format is convenient when you do not want to disclose theinternal application code Besides, fob files do not require a developer's license to beimported, and therefore are used to deploy objects on the customer's site

How to do it…

First let us export an object into a text file and edit it outside C/SIDE editor

Open NAV object designer and create a new codeunit

In a file manager, locate the file COD50003.txt and open it in a text editor This7.

is how the exported object looks in a text editor:

OBJECT Codeunit 50003 Hello World

message text, MESSAGE('Exported NAV object');

Save the object and close the editor

9

Return to NAV object designer, click Import from the File menu, select Text Files

10

in the file type filter, and choose the file COD50003.txt

Click Design in the object editor window and review the object code It contains

11

code modified outside of the C/AL editor

If the object you are importing already exists in the application, it will bereplaced with the new version without warning Any changes made to theobject will be lost

In the object designer, select the codeunit 50003 we created in the previous step12.

and click Export in the File menu.

Select Dynamics NAV Object Format (*.fob) in the File Type drop-down list.

13

Choose the folder where you want to export the codeunit to and name the file14

COD50003 It will be automatically assigned an extension fob Save the file

Back in the object designer click Design to edit the codeunit and replace the

dialog, select Dynamics NAV Object Files in the file type filter, locate the file

COD50003.fob, and click Open

C/SIDE will warn you that there is an object with conflicting versions in the17

database Click OK to switch to Import Worksheet:

Click OK to import the object replacing the codeunit existing in the database.

18

Possible options are:

Replace to replace the object in the database with the new one.

Skip to leave the existing object unchanged and ignore the new object.

Merge to automatically merge changes from both objects (only applicable for

tables)

Basic C/AL programming

As an example, let's create a simple function that receives a checksum as a parameter andverifies if a check sum satisfies given criteria

It is a typical task for a developer working on an ERP system to implement verification such

as the Luhn algorithm that is widely used to validate identification numbers, such as a

credit card number

How to do it…

In the Object Designer window, create a new codeunit Assign a number and

1

name (for example, 50000, Luhn Verification)

Click View, then C/AL Globals; in the Globals window open the Functions tab.