The document summarizes new features and enhancements in Microsoft Dynamics NAV 2009 SP1. Key updates include improvements to page and report designers to increase partner and customer productivity, redesigned matrix pages, enhanced data entry features like filter as you type, improved navigation and filtering on reports, and various quality and compliance improvements like a 1:1 VAT relationship with the general ledger. The release also provides server and performance optimizations.

1. Microsoft Dynamics NAV 2009 SP1
New Features and Enhancements

2. Content
Partner Productivity
● Client Extensibility
● “About This Page”
● “About This Report”
● Improvements to Page Designer
● Improvements to Report Designer
● Other Productivity Features
● Server/AD Configuration Tool
Customer Productivity
● Matrix Pages Redesign
● Short-Cuts and Arrow Keys
● “Filter as You Type”
● Next and Previous Record in Cards
● Drill Through to Reports
● Enhanced Splitter
● Inline Calculation
● Other Data Entry Features
● Save View
● Enhanced Progress Indicator
● Page Search
● Page Enhancements
● Light-Up Services
● Revert Local Personalization
SE and Quality Improvements
● VAT 1:1 Relationship With G/L
● Jobs and Resource Order
● Microsoft Dynamics NAV RIM
● Warehousing
● Reports
● Reports – Paging
● Local Functionality Update
● Improvements to Web Services
● Server Scalability and Performance

3. Partner Productivity

4. 4
● Offer custom controls integrated with data, business logic
and UI of the RoleTailored client
● Supported by development guide, tools & samples
Benefits
• Enhances the RTC extensibility story to support many new
scenarios as ISVs can offer specialized controls for Microsoft
Dynamics NAV
• Opens new market for Partners:
• VARs: use solutions with ISV control Add-ins in customer projects
• ISVs: create solutions with Add-ins enabling 3rd party controls for NAV
• ISVs: create their own specialized controls for NAV

5. 5

6. ● Allows you to see all data and metadata used to build the
current page
● Like “Zoom” in Classic Client
Benefits
• Allows customers and partners to troubleshoot issues
on pages more easily

7. 7

8. ● Zoom on reports which worked in Microsoft Dynamics NAV
2009 has been aligned with the new “About this Page”
feature and is called “About this Report”
● New shortcut is CTRL+ALT+F1 and opens the “About this
Report” window providing the information on the page you
want to know about.
● Because of memory optimizations, the dataset is not
stored to the full extent. We therefore need to activate
“About this Report” to enable the client to keep the data
set. The client needs to be restarted to disable this state
Benefits
• User can zoom the dataset of the report and can do
debugging if necessary, based on the data shown in
the dataset

9. ● Run button in Page Designer
● Ability to assign emphasis to fields for Pages
● Can make own Action groups
● Wizard for cards, lists and Infopart pages
● Compiler check for well-formed Pages
Benefits
• Developers working on the Page objects are more
productive

10. ● Visual Web Developer 2008 is now supported
● Matrix reports can
now be created
● External Images supported.
New property on report level;
default “No”
Benefits
• Report Definition Language Client (RDLC) Reports can be
modified without the need to purchase Visual Studio
• Matrix reports give the users more and better information
• External images, e.g., from a SharePoint site, can be used

11. ● Displays clearly which NAV Server is currently used
● Fob imports are now done without C# generation errors,
even without COM type libraries installed on import-
machine
● Window for errors and warnings for NAV Server
incompatible functions
Benefits
• Better usability for partners in development scenarios and
removes security concerns about server
• Lower admin. and maintenance cost for partners by easing
deployment
• Developers working on code for both RTC and C/SIDE are
more productive

12. ● Tool for configuration of NAV Server and Active Directory
● Will be released on PartnerSource
Benefits
• Lower setup cost of three-tier configurations

13. Customer Productivity

14. ● New one-page design for eight matrix pages within G/L
and Sales Budgeting, Dimensions, Resource
Capacity, and Production Forecast
● In-grid editing
● Matrix refresh when changing filters
Benefits
• All-in-one overview
• More productive, more user-friendly

15. 15

16. ● Simplified and reorganized shortcuts (easier to
remember and to use)
● Added new productivity shortcuts, i.e. Shift+F12 which
returns you to the Role Center, and several other
productivity short-cuts have been added
● In editable lists, arrow keys work like in Classic/Excel
(quicker cell navigation)
Benefits
• It is easier to learn, remember and use shortcuts
• Enhanced user productivity
• Easier mapping to Classic shortcuts

17. ● Filter as you type (personalization option to disable)
● Automatic completion of user-entered values
● As in Classic Client + more
● Holding down the Ctrl+F4 keys will e.g., open the drop-
down filter field under Sell-to-Customer-No.: thereby
making it easier to filter as you type without using the
mouse etc.
Benefits
• Auto-complete for more efficient data entry, in more places than Classic
• Filter on various fields (in Classic was just No. & Search fields)
• Behavior can be made similar to alt. search field for Classic users
• Finer user control over FAYT

18. 18

19. ● In task pages you can browse to next and previous
record from the original list without closing and reopening
the card
● As in Classic Client
Benefits
• Easier data browsing and navigation

20. ● In Microsoft Dynamics NAV 2009 it is possible to drill
through to pages from a report. For SP1, it is now also
possible to drill through to a report from a report
● Filters can be used to drill from one report to another
Benefits
• User can drill through on specific data in reports and
view the underlying report

21. 21

22. ● Splitter to set the minimum
number of lines in a sales
order, quote, etc.
● Splitters in Role Center
page for personalized layout
Benefits (customers)
• Enhanced daily productivity and ease-of-use

23. ● Use a field to calculate a value
● Enter simple expressions in a field make calculations on-
the-fly
● As in Classic Client
Benefits
• Customer productivity – allows the user to calculate
values without having to launch a calculator

24. 24

25. ● Filter to this value in lists (similar to F7 in Classic client)
now has been dedicated a new short-cut key (Alt+F3)
● Copy Cell in lists for copying single values
● Improved Field Chooser menu in advanced filter pane
and chart (mouse wheel support, improved keyboard and
visual layout)
● Copy Previous in lists has been dedicated a new short-
cut key (F8)
● New short-cut key (Alt+Enter) for moving to cell below
without opening FAYT lookup
Benefits
• Enhanced daily productivity and ease-of-use for users

26. ● Tailor your own list place to fit your specific needs
● In the filter action menu, you will find a new action –
“Save View”
Benefits
• End-users can easily create their own views of lists
• A super-user or partner can easily create a view and
deploy to a group of users

27. 27

28. ● Provides the user with visual
indicators when the system is
busy processing
● Also on reports
● Progress Indicator shown if dataset takes more than
few seconds to create
● Displays how long the reports have been executed
● Displays how many rows have been received
● Option for Cancel
Benefits
• Better user experience for end-user
• Better „perceived performance‟ by providing the user
with status updates

29. ● Search for pages, report views and any item in
navigation structure using a search UI similar to Internet
Explorer & Outlook
● Attached short-cut for Page Search (Ctrl+F3), makes the
page search process much faster
Benefits
• No need to browse Departments pages
• Very quick navigation to pages, reports, etc

30. 30

31. ● Style – allows a developer to add color and emphasize
values
● SaveValues – will save option- and filter values (…as in
Classic Client)
● RefreshOnActivate – will automatically update the page
when changed (…as in Classic Client)
Benefits
• Improved UI increases end-user productivity

32. 32
● End-user relevant and up-to-date NAV information right
in the UI
● Information targeted to the role of the user
● Information specific to an end-user (for example:
learning, progress in courses)
Benefits
• Connect end-users with other NAV users in order to
share knowledge
• Take advantage of CustomerSource

33. 33

34. ● Customize menu also includes “Delete Personalization
Settings”, where the user can reset various settings
stored locally in the RoleTailored client
Benefits
• Users can reset certain usage decisions

35. 35

36. SE and Quality Improvements

37. ● New 1:1 relationship
● Table added with link between VAT and G/L entries
● In addition, Line and Invoice Discount postings have
separate VAT specifications (not aggregated into sales
posting‟s VAT)
Benefits
• Enables G/L-VAT reconciliation reports (audit reports)
• Controller/auditor can verify each G/L entry‟s corresponding VAT
entry and vise versa.

38. ● Outstanding Orders, Amount Rec. Not Invoiced on Job
Task Lines
● Improved transparency and traceability after posting
purchase orders
● Job Ledger entries always based on actual cost.
● New option: Automatic Update Job Item Cost
Benefits
• Ensures actual cost when calculating WIP
• Improved control of costs on a Job

39. ● Improvement of the import/export function
● Able to handle all table data types (except
Binary, BLOB, Table filter and Record ID)
● Migration Overview – new options
● Turn on/off validation of table relations
● Exclude imported fields from the Apply Data function
● Navigation
● Handling of migration errors made more flexible
Benefits
• Make the data migration process more effective
• Minimize the need for making customer specific data-
import functions

40. ● Fixes and design consolidation
● Warehouse granularity
● Multiple Unit of Measures
● Partial scenarios with Item Tracking
Benefits
• General enhancements to make the product more
appealing and the customers more productive

41. ● A number of errors on reports identified while testing the
new layout for reports have been fixed
Benefits
• A more reliable reporting experience in
Microsoft Dynamics NAV 2009 RTC

42. ● Executed reports sent in chunks to the requesting client -
impacting memory footprint on server dramatically.
Microsoft Dynamics NAV 2009 contained the complete
data set in memory before handing over to the client - SP1
will only contain a single chunk on the Server
● Chunks sent to client are processed while dataset is being
processed on Server
● Possibility to cancel a report execution
● Note! Report paging is not supported when SAVEASPDF
and SAVEASEXCEL executed on server
Benefits
• Memory load on Server is reduced dramatically when large
reports are activated

43. ● Austria: VAT Statement changes in 2009
● Germany: DE - NAV - GDPdU
● India:
● Service Tax functionality for apply and unapply payment and invoice separately
● Reversal of Service Tax entry in case of journal reversal
● VAT adjustment with item tracking and account assignment
● Netherlands:
● Changes needed to support SEPA
● XBRL files required by NL government
● Spain:
● NAV 6.0 VAT Registration Number validation changes
● NAV 5.0 SP1 change in 347 report format
● NAV 5.0 SP1 ES sales & purchase statutory books must be reported electronically
● Switzerland: Swiss Electronic Payment update 2008
● United States: Use Tax modification for US Sales Tax
Benefits
• Compliance with local regulations to better meet customers‟
expectations of the solution

44. ● Web services accept standard encoded Company names
in URLs
● Standard %-based encoding
● The existing _-based custom encoding are replaced with a
standardized encoding scheme: RFC 3986
● Same as used in RTC
● Company names listed in clear text
● Performance improvements
● Connects faster to NAV on subsequent calls
● Per call overhead time reduced. Proportional to the document size
sent back & forth
Benefits
• Company names display more clearly
• Combined RTC and WS scenarios now work for multiple companies
• Needed encoding is standardized
• Faster execution of many web service scenarios

45. ● Improved performance and scalability
● Allows connections across multiple time zones
Benefits
• A more reliable, faster, and scalable solution for mid-market
customers