Recap of Directions 2017 – To Be Determined


This year, the Dynamics NAV Directions conference is held in a nice resort in Orlando. I always feel guilty about attending these conference nice resort hotel without my kids…

Overall the conference was a bit confusing for me as Microsoft had decided on the last minute to delay the release of the new version of Dynamics NAV “Tenerife”. This created a lot of confusion amongst partners and the people giving sessions on exactly what they’re trying to present.

The general sense of the sessions I’ve attended is that everything is still to be determined. Which made it a really frustrating event in that whatever I learn today, may be wrong tomorrow.

What’s New

The breakout sessions didn’t help to clear things up, but here’s what we know:

  • Dynamics NAV will be renamed to Dynamics 365 for Finance and Operations, Business Edition. Yes, it rolls right off the tongue.
  • This release will be the full cloud platform that will include every functionality in the standard Dynamics NAV.
  • For any modifications that you need, “Tenerife” will allow you to make custom changes to extensions for your customer into their extensions
  • The next release will be deployable on both on premise and full cloud.
  • Future developments for Extensions will be in VS code
  • To take full advantage of the features of Dynamics 365 for Finance and Operations, Business Edition, you will need Office 365 – Business Premium Edition


The highlight of this conference was the closing session given by Marko Perisic. It was a heartfelt and unscripted speech regarding the future of NAV, the reseller/ISV channel, and the blood, sweat, tears, and joys of Microsoft employees that worked on the Tenerife project.

Marko firmly believes the future is bright for the Dynamics 365 for Finance and Operations, Business Edition. He is extremely proud of the product and what it can do for the customers.

From what they’ve showcased so far, although a ton of work still needs to be done, I’m extremely excited for this release as well. In addition to pricing competitiveness, it will be hard to see why customers would want to purchase NetSuite or Acumatica when Microsoft releases “Tenerife”.

Advice You Need to Heed

If you haven’t already, get used to developing your custom code and addons for the Microsoft AppSource. There will be challenges on how you approach developing extensions and the pitfalls you will run into.

You will not be able to remove code from the core product and you will not be able to dictate the order in which your extension and other extensions should run. Those are all under the To Be Determined.

What Your Microsoft Dynamics Product Will Be Called in the Future

Straight from the official announcement from the NAVUG Summit at Tampa yesterday.

Rebranding of Dynamics Product Line
So there won’t be Dynamics CRM or AX anymore in the future. It’ll be called Dynamics 365 for <insert business function>

The only Dynamics products that will retain it’s name are the NAV, GP, and SL lines.

Dynamics 365 names in the future
Dynamics 365 names in the future

So basically, you will be able to buy individual business functions with Dynamics 365. The best part about all this is that all the products has a Common Data Model. This means that all of the business functions you buy from Dynamics 365 will automatically be synced together. This is too cool.

Release Date Announced!
The official release date announced for Dynamics 365 is on November 1st, 2016.

Recap of Directions 2016 – Figuring It Out

This is a recap of my experience at Directions US 2016.

NAV Directions is an event hosted by NAV partners for NAV partners. In reality, it’s just a large Microsoft infomercial for partners. Microsoft has giving us what’s to come and the directions (pun?) they’re taking with the future of business software.

Welcome to Directions 2016: Figuring Sh*t Out
The NAV Directions committee should’ve created an appropriate name for this year’s event. The conference featured a lot of cool stuff, but also a lot of questions surrounding its details.

The event highlighted what Microsoft is currently doing as well as where they’re going with the product and the product ecosystem. However, a lot of what they’ve released to do seemed half-baked and left all of us wondering not only when Microsoft will be figuring their stuff out, but how will partners try to figure out what Microsoft is still trying to figure out so they can figure out what to do.

Important Takeaways
In case you have not heard of it by now, Appsource is the way of the future that allows all developers to publish their mods for sale on Appsource. This is a welcomed news for independent developers as they can now sell their mods for the general public. It’s good for customers as well; Microsoft has indicated that they will “let the market decide” the pricing and the apps that are popular. Hopefully, we will see an end to outrageously expensive add-ons that are on the NAV channel.

– Anyone and their moms and publish apps on the Appsource
– way to quickly get your mod out into the world without doing too much marketing.

– You can have people that have no business doing NAV publishing crap on Appsource.
– No monetization?! It’s not a market if you can’t sell anything. Microsoft is still trying to figure this one out.

It’s the way of the future. Microsoft has open encouraged all partners to develop their mods on Extensions. I will make a quick video on how to create an extension in a future blog post.

– You can deploy it on multiple sites easily quickly
– Deploy it on Appsource for sale to customers that you would never otherwise talk to
– Debugging, no one can see the source code. You can easily see the problem here in that users can be held hostage by the app developer for their financial data (this is not Angry Birds we’re talking about here).
– Still a ton of questions on flexibility of extensions. Microsoft and partners are still trying to figure this one out

Dynamics 365
The initial release will be called Dynamics 365 for Financials. It’s built on a Dynamics NAV 2017 platform. It will be part of the Office 365 offering at around $40 – $50 per user per month. The target for this product, as it stands, will be to replace Quickbooks Pro users. Later on, they will release (or unlock) more functionalities.

– Appsource. You will get a wide varieties of add-ons that you can quickly buy and deploy.
– It’s cheap and packs the power of Dynamics NAV.
– Frankly, I don’t even know who my clients buy their Office 365 from. How will NAV partners compete in this space? How will the NAV pros help in this sector? Perhaps the product will be so easy to use that you will not need a professional to help you. Still trying to figure out how to incorporate this as a VAR.

After leaving this event, I left with more questions and uncertainty than I came in with. It’ll be interesting on how it will all shake out.

Recap of Directions 2013 – Dynamics NAV 2013 R2 is Official

Dynamics NAV 2013 R2 is Officially Released
At the keynote session, Paul White officially announced that Dynamics NAV 2013 R2 is officially released.

The main theme of this year’s Directions is the tight integration between Office 365, Windows Azure, and deploying Dynamics NAV2013 R2 in the cloud.

What Does “tight” Integration Mean?
You know the story. With every release of Dynamics NAV, Microsoft has been touting the release enables Dynamics NAV to be tightly integrated with Office. For years, I never understood what that meant. Office is office, Navision is Navision. To make these 2 talk to each other, you had to cut off an arm and a leg and do a rain dance to start the first steps of integration between the 2 products.

So when I first heard say that Navision is now tightly integration with Office 365, in my mind, I thought “here we go again”. To my surprise, the integration now a lot more seamless. Now to be honest, I was not impressed. The reason is because when I first heard about integrating Office and Navision, my impression of it is what they showed us as of right now. Having said that, there are still a lot of improvements to be had but during this session, I actually felt comfortable and (more importantly) worthwhile rolling this out internally within my organization and recommending it to our clients.

Obviously, words cannot clearly articulate what this “tight integration means. So we will need to wait until Microsoft release more “How Do I” videos on MSDN or Youtube.

Interesting Points From the Conference
There are a couple of interesting points that I got from this conference:

Dynamics NAV now has 98,000 customer installs worldwide!

This number just bellows me away. Wasn’t it just 2 years ago that Microsoft reported that the installation was around 80k?

On the technical side:
– Dynamics NAV 2013 and future releases of Navision can now just do technical upgrades (not full upgrades) Once you’re on Dynamics NAV2013, future upgrades will be easier because you can now upgrade databases using Shell commands.
– Use Query Objects as a datasource to push data into Excel to create reports and BI type analysis

On the lighter side:
– The food this year was faboulous. It was a tremendous improvement over last year.
– Claus Lundstrom has issued a public challenge to me stating that he can create/modify a RDLC report faster than I can do so in the classic client. Look for this in my next blog post.

It’s nice to see some fellow Microsoft MVPs in this event. I had to hunt down Matt Traxinger because he refused to introduce himself at all during the event. I only met him by accident as I happen to walk past him getting a beer.


From the left to right: Mark Brummel, me, Matt Traxinger, Claus Lundstrøm

The person missing here is Rashed Amini. I couldn’t find him even though he’s the tallest amongst all of us.

A new book about Dynamics NAV 2013 development

First, I’d like to apologize to the readers of this blog for not updating with new and useful content about Dynamics NAV. I know the last update on this blog was back in January and it just seemed like I’ve disappeared.

The time away from this blog was not without reasons. I’ve actually been working on a book about Dynamics NAV 2013. The title of the book is called:
Getting Started with Dynamics NAV 2013 Application Development

It’s a book that teaches new users, whether end user or beginner, on how to create an application in Dynamics NAV 2013 based off of a real project that I’ve done in the past.

I hope you will enjoy the book as much as I did writing it. If you enjoyed my style of writing, which is probably one or two of you, now you can extend the joy in a full book version. I tried to bring my unique sense of dry humor so you won’t get too tired going through the whole book.

A big special thanks to Daniel Rimmelzwaan for his extra efforts on being the content editor of this book.

Here’s the link to the book with the full information:

Getting Started with Dynamics NAV 2013 Application Development
Getting Started with Dynamics NAV 2013 Application Development

Survive and Thrive using Dynamics NAV in Any Economy

Companies that bought Dynamics NAV and make continuous improvements in the system are less likely to go out of business or sold off.

Informal Research
This was the conclusion I had while I was speaking with my fellow Dynamics NAV (Navision) partners. The question I asked was this:

Have any of your customers, who is active before the recession, during the recession, and now, gone out of business or have been sold?

When we partners say customers are “active”, we mean customers that frequently calls us to request new functions, ask our opinion when there is a new business problem, automating and sometimes obliterating their process to become more efficient. Not active meaning they only call you for bugs and error messages they can’t resolve on their own.

“Active” customers also means that they’re using Dynamics NAV as their primary ERP system. This means they’re not running parallel with some other accounting or ERP software.

The answer I got back from the partners was a resounding no. Meaning that companies that make continuous improvements to their Dynamics NAV system before and during the recession until now have survive and thrived.

My Question for You
Of course, this is only based on the partners I speak with at Directions and does not qualify for actual formal research.

I’d like to hear from you from your experiences. Has any of your Dynamics NAV customers that were “active” before the recession, during the recession, and now ever gone out of business or being sold?

Dynamics NAV 2013 is Here – Recap of Microsoft Directions 2012

It’s Microsoft Directions 2012
Yes. Microsoft Directions.

The theme for this year’s Directions is Dynamics NAV 2013 is here! This is release is what 2009 should’ve been. Microsoft reiterated that with Dynamics NAV 2013, it’s ready and you will not need to wait for a service pack. From what I’ve seen on the early release of Dynamics NAV 2013, I have to agree with them. It’s runs a lot faster with a lot of usability features.

Microsoft has done an INCREDIBLE job of documenting the features and creating step by step instructions on how to do this on our own. Well done Microsoft, well done!

The Paul White from Microsoft, has reiterarted the focused target market Dynamics NAV is between 5 to 250 concurrent users. That’s not to say NAV cannot support 1000+ user implementations, but Microsoft marketing is geared towards the small and the mid-market.

The continual message from Microsoft this year is, of course, go vertical and go cloud. Both of these 2 strategies benefits Microsoft, but I’m not sure it benefits the partners. Why? Because some of the largest solution center in the US are not vertical and are not a lot of cloud. Anyway, same message, go vertical go cloud or die!!!

One important detail which I notice was missing from this year and the prior year was microphones for the audience to challenge what the keynote speaker was presenting. This was my favorite part of the “old” Directions because it allowed the partners to express publically their concerns and we can hold the Microsoft executives and managers accountable based on their responses.  Now, I learned that in order to talk to these Microsoft executives, you had to schedule a private meeting with them, which is a real shame and I think it does take away from the feedback process.

There were a ton of technical sessions on Dynamics NAV 2013. The folks at Microsoft Directions were gracious enough to share their information on here. No, I didn’t make a mistake on the link.

Most of the sessions I attended were the executive and sales sessions because I think the information given on these sessions cannot be transferred properly from the internet.

Observations About the Event
It looks like business has also picked up in our industry. A lot of the attentees that were missing last year have returned. I’ve also noticed a few more new ones that showed up to these events. This tells me that the Dynamcis NAV business is doing good. Very good.

One other thing I noticed is that there were a lot of woman in this Directions than the previous ones. Not those eye candy ones, but the ones that are project managers, developers, implementors, support, etc. These woman are truly passionate, incredibly smart, and driven working with Dynamics NAV. That blew my mind a little. By the way, the first boss I had was a female whom I have tremendous respect for, so this comment is not meant to be sexist at all.

Highlight of the Event
It wasn’t from any of the sessions. A couple of us solution centers got together on a small table and had an open talk about our business. About employees, what our revenues were, and what we took home as owners. We dived in detail about our fears and problems that comes with being a leader of an organization. It’s truly refreshing to speak with people that are in the same boat as you are, sharing your concerns and worries. I hope our little group can get together again next year and talk again next year.

Add-on that Caught My Eye
Mobile NAV. Yes there are a ton of mobile NAV add-ons out there. This one caught my eye because their mobile app is actually pleasing to use. When you’re mobile, usability has to be king. I think these guys comes pretty close. Of course, ease of use is in the eye of the beholder, so you would probably need to try it out on your own.

Easy Security from Merge Tool from Per Mogensen. No more adding 50 tables to control security! Yeh!! This product is fully CfmD Certified and works with pages and forms. A very well done add-on to any client site that needs a better way to control who can edit and see what on which field.
Fun Fact about Per: He is the only guy that has an authentic smile on his face when he talks about coding architure and coding itself. He really takes pleasure in this stuff. Don’t believe me? Next time when you’re at a conference with him and he gets into coding questions, just observe him.

Terrible. No variety, even the food for the Partner Celebration day was bland. I was full, but I was not satisfied.

It was a good event, but this one is a Microsoft event, not a partner event. The only true partner to partner connection I had was in our private session that I described earlier. Personally, I wouldn’t mind having it at a crappy hotel instead of a vacation resort. And I wouldn’t mind paying more for registration for it to be a true partner event instead of a Microsoft event.

The food defintely needs to get better because I’m one of those people that like to get 2nds.

Cost Effective Microsoft Resources That You Did Not Know

Microsoft is a technology organization. It’s their job to develope new technologies that business and individuals can use to improve upon their lives.

Having said that, there are A LOT of products that Microsoft releases and as an end user, it’s really hard to keep up with everything going on. Being in an IT professional, it’s even hard for me to keep up.

There are many times where the customers will go out and see a demo of something that can drastically improve their business. Being a Microsoft partner, they would come back and ask us to give them feedback on what our thoughts on it and how to implement it.

The Problem
The problem arises when we see the value of it for our customer as well.

Why? Being a Dynamics NAV partner, our sole focus is on NAV. The pros of doing this is that we really know what we’re doing and we’re really good at it. The bad is that we are not as diversified in the “Microsoft Stack”. Companies prefer to do business with partners they trust, since we worked hard to earn that trust, they want us to replicate that same kind of proficiency in other Microsoft products as well.

The Nightmare
As much as I want to take the money, I can’t and I won’t because I don’t have the confidence in the other Microsoft products. So the next question that the customer will ask is “who can you refer to us that does this?”

This question used to haunt me and I cringe everytime a client ask me this question. Before, I always refer them to local IT businesses that I met at trade shows. But the problem is that I do not know how they work or if they hold themselves to a high quality of standard that I owe to our customer. Referring them to a bad company is like me doing bad work for them. It damages the trust that we built with our client.

The Obvious
It occured to me that I belong to this program called the Microsoft MVP program. For those of you who don’t know, it’s a program that Microsoft awards to individuals that demonstrates their proficiency in a particular product through contributions in the community. In another words, they know their stuff. In the world of public community and forums, if you don’t know your stuff, you’re caught and hung right away.

For some reason, this program is not very well known. It’s almost as if people are trying to keep it a secret. I find this to be invaluable directory to the most qualified professional in their respective products.

After referring a couple of fellow MVPs in different product lines, I’ve gotten pretty good feedbacks from our clients. They obvious care about their product line so they know the ins and outs of the product and the pitfalls during implementation. I’m a happy camper also because the customer can continue to come to me to get reliable advice on anything.

The Cost Effectiveness?
I’m also assuming your time is valuable and you do not want to spend more time than necessary to complete certain tasks.

Most of the MVPs will command a high rate. So why is it cost effective? Consider the alternative. You can outsource to India or China where they’ll charge you $18.00 an hour (I may have gotten offers for lower), the headaches, overtime, downtime, frustration, missed deliveries, communication faiulres, plus everything else that executives won’t see in an IT quote will be a lot more expensive (both money and human resource) than if you hired a MVP to do it right the first time.

Of course, due dilligence has to be paid. Just because someone is MVP does not make them qualified nor does it make them “fit” for your company and your needs.