Dynamics Entrepreneur Solution

Microsoft® Dynamics™ Entrepreneur

Solution 2008

Developer Guidelines

January 7, 2008
The information contained in this document represents the current view of Microsoft Corporation on the
issues discussed as of the date of publication. Because Microsoft must respond to changing market
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These test guidelines are for informational purposes only. MICROSOFT MAKES NO WARRANTIES,
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Corporation in the United States and/or other countries.
The names of actual companies and products mentioned herein may be the trademarks of their respective
owners.

MICROSOFT DYNAMICS NAV ISV SOLUTION SOFTWARE TEST GUIDELINES

Contents

Introduction ....................................................................................................................... 5
About this Document ..................................................................................................................................................................... 5
Contents of the Developer Guidelines .................................................................................................................................... 5

Menu Structure .................................................................................................................. 6

Forms................................................................................................................................... 8
General Form Characteristics ...................................................................................................................................................... 8
List Forms ......................................................................................................................................................................................... 10
List Form Properties .................................................................................................................................................................10
Card Forms ...................................................................................................................................................................................... 11
Card Form Properties ..............................................................................................................................................................12

Common Centers ............................................................................................................. 13

No Series Center ........................................................................................................................................................................... 13
Common Data Center ................................................................................................................................................................. 16
Dimension Center ......................................................................................................................................................................... 19
Posting Group Center ................................................................................................................................................................. 20

Reporting .......................................................................................................................... 23
Report Center ................................................................................................................................................................................. 23
End-user layout ..........................................................................................................................................................................23
Adding new reports .................................................................................................................................................................23

Company Set-up .............................................................................................................. 26

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Introduction

About this Document

The Microsoft® Dynamics™ Entrepreneur Solution Developer Guidelines describes the
characteristics of the application from a Graphical User Interface (GUI) point of view. The
assumption is made that the reader is familiar with the User Interface Guidelines for
Microsoft Dynamics NAV and thus this document mainly focuses on the differences
between the two guidelines.

The goal of the document is to serve as a reference guide for developers/ISVs that are
building functionality for Microsoft Dynamics Entrepreneur to assure that these solutions
will have a consistent look and feel. For Microsoft Dynamics Entrepreneur Solution Add-
on Applications, this guide supersedes the corresponding Microsoft Dynamics NAV
documentation in case of contradicting information.

Contents of the Developer Guidelines

This document contains the following sections:

Menu structure
Form layouts
Centralized Maintenance for:
o Common Data
o Posting Groups
o Number Ranges
o Dimensions
Report Center
Company Set-up

MICROSOFT DYNAMICS NAV ISV SOLUTION SOFTWARE TEST GUIDELINES

Menu Structure
The menu structure of Microsoft Dynamics Entrepreneur is based on the Microsoft
Dynamics NAV navigation pane also found in Microsoft Outlook. To have a more intuitive
structure the following starting points have been chosen:

Limited number of menus

One menu for each functional area such as
o Finance
o Purchase
o Sales
o Inventory
o Resources
A separate menu for Reporting
A separate menu for Administration
Characteristics of a menu
o Main entities of the functional area are always directly on top of the menu
o Menu groups for (preferably in this order)
 Transactions
 Functions
 Documents
 Analysis & Reporting
 History
 And others if applicable
Choosing an item from a menu which opens a form should always result in opening a
list form.
All common data is maintained from within the Common Data Center. This means
that common data in the different functional areas does not require a specific menu
entry but are grouped in one place.
The same applies for Reports / Dimensions / Posting Groups

MICROSOFT DYNAMICS NAV ISV SOLUTION SOFTWARE TEST GUIDELINES

Figure 1: Microsoft Dynamics Entrepreneur Solution Navigation Pane and menu structure

MICROSOFT DYNAMICS NAV ISV SOLUTION SOFTWARE TEST GUIDELINES

Forms

General Form Characteristics

Background color mandatory controls

Controls that access mandatory fields are represented with a yellow background color.
This way the user can easily see which fields are required to be filled in.

Height of Table Controls and List Forms

All table controls and other list forms have a header section height of 880 pixels instead
of 440. This way the majority of texts in the header columns are visible by default.

The Show Card arrow button

All list forms that have a related card form contain a one-click button in the first column.
Clicking this arrow button automatically opens the card form with the data of the selected
row from the list form.

The Show Comments pencil button

All list forms that have a related comments table contain a one-click button in the last
column. Clicking this pencil button automatically opens the list of comments that are
attached to the selected row from the list form. Please note the different pencil icons to
indicate whether comments are already available or not.

MICROSOFT DYNAMICS NAV ISV SOLUTION SOFTWARE TEST GUIDELINES

Lines with dates due shown in red
When showing lines on which the date is the past the due date, the line is shown in red to
notify the user for a potential issue.

Information Pane on Card Forms

Card forms contain an information frame on the right side that give a one-click access to
related information belonging to the current record on the card.

Fields and Controls

Forms must not show fields and controls that are irrelevant based on the licensed
granules.
All controls that refer to unused or unlicensed fields (e.g. Fixed Assets, Service
Management) must be removed from the forms and/or menus.

Minimal no. of menu buttons

The number of menu buttons that appears on forms has been minimized. In order to have
one-click access to related information the information pane and the relevant tab controls
have been used.

Advised/required Screen Resolution

The base application has been designed to run in a 1152 x 864 or higher screen
resolution. This is due to the fact that most card forms have been enlarged in order to
show as much information as possible in one single view.
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List Forms
All list forms have a common layout.

The following main Form elements can be distinguished:

Filter Area
Content Area
Summary Area

List Form Properties

Property Overall Form Filter Area Content Area Summary Area

XPOS n/a 220 220 220
YPOS n/a 220 2640 8360
Width 20240 19800 19800 19800
Height 11000 2200 5500 1650
HorGlue n/a Both Both Both
VertGlue n/a Top Both Bottom
BorderColor n/a 500 <14215660> <0>
BorderStyle n/a Raised Sunken Raised
FontBold n/a Yes n/a Yes

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Card Forms
Card Forms for main entities within a functional area have a specific layout. An example
is shown for the customer card:

2 3

The following form elements can be distinguished:

Overview Header Area

Detailed Header Area
Information Area
Related Data Area
Summary Area (optional)

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Card Form Properties

Property Overall Overview Detailed Information Related Summary

Form Header Header Area Data
XPOS n/a 220 220 19140 220 220
YPOS n/a 220 2640 2640 9350 16060
Width 23540 23100 18700 4180 23100 23100
Height 18700 2200 6490 6490 6490 1650
HorGlue n/a Both Both Right Both Both
VertGlue n/a Top Top Top Both Bottom
BorderColor n/a 500 n/a n/a n/a n/a
BorderStyle n/a Raised n/a Raised n/a Raised
FontBold n/a Yes n/a Yes n/a Yes

Note:
Please note that some form areas are optional (for example, the Resource Card does not
contain a summary area). This may cause some small differences in properties.

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Common Centers

No Series Center
All Number Series are grouped in one central form called No. Series Center.

In case a localization or ISV-product contains additional No. Series, take the following
steps:

1. Add a new tab to the tab control.

2. Add a SubForm with the following properties:

Property Value
Name MySubform
XPOS 3850
YPOS 990
Width 13750
Height 8250
HorzGlue Both
VertGlue Both
Visible No
Border No
SubformID No. Series Center Subform

For each subarea taken the following steps:

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 3. Add a PictureBox with the following properties:

Property Value
XPOS 440
YPOS Consecutive
Width 440
Height 550
Border No
Focusable No
Bitmaplist 35,39
SourceExpr (CurrFunctArea = DATABASE::"MyTable") AND
(CurrSubArea="Sub Area"::"MySubArea")

4. Add a CommandButton with the following properties:

Property Value
XPOS 880
YPOS Consecutive
Width 2750
Height 550
FocusOnClick Yes
HorzAlign Left
BackTransparent Yes
Border No

5. Select the command button and add the following C/AL code to the OnActivate
trigger:
CurrFunctArea := DATABASE::"MyTable";
CurrSubArea := "Sub Area"::"MySubArea";
IF GET(CurrFunctArea, CurrSubArea) THEN;
CurrForm.MySubform.FORM.SetAreas(CurrFunctArea,
CurrSubArea);
CurrForm.MySubform.FORM.SetRecordFilter(TRUE);
CurrForm.UPDATE(FALSE);

6. Add the following line of C/AL Code to the function Initialize (located on the
Table Object No. Series Center):
MakeNoSeriesCenterRec(DATABASE::"MyTable", "Sub
Area"::"MySubArea");

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7. Add a Textbox control with the following properties:

Property Value
XPOS 17820
YPOS 990
Height 8250
Width 3520
HorGlue Right
VertGlue Both
Editable No
Focusable No
VertAlign Top
BackTransparent Yes
Border No
MultiLine Yes
SourceExpr GetText(“Text Type”::Description)

8. Running the form, you can use the No. Series Center->Translate button to add
a description for each licensed language.

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Common Data Center
Maintenance of Common Data is done from one form covering all data. The data is
grouped by functional area (each area on a separate tab).

In case a new subareas need to be added, take the following steps:

1. Add a new tab to the tab control.

For each subarea:

2. Add a PictureBox with the following properties:

Property Value
XPOS 440
YPOS Consecutive
Width 440
Height 550
Border No
Focusable No
Bitmaplist 35,39
SourceExpr CurrTableID=DATABASE::”MyTable”

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3. Add a CommandButton with the following properties:

Property Value
XPOS 880
YPOS Consecutive
Width 2750
Height 550
FocusOnClick Yes
HorzAlign Left
BackTransparent Yes
Border No

4. Select the command button and add the following C/AL code to the OnActivate
trigger:
CurrTableID := DATABASE::”MyTable”;
IF GET(CurrTableID) THEN;
ShowSubforms;

5. Add a SubForm with the following properties:

Property Value
Name MyTableSubform
XPOS 3850
YPOS 990
Width 13750
Height 8250
HorzGlue Both
VertGlue Both
Visible No
Border No
SubformID MySubformID

6. Add the following line of C/AL Code to the function ShowSubforms:

Currform.MySubform.VISIBLE(CurrTableID=DATABASE::”MyTable”);

7. Delete the contents of the table Functional Area Table. (This requirement will
be deleted in a future release and is now still necessary to get the new elements
added to the form. When opening the form with an empty table an initialization is
activated automatically).

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 8. Add a Textbox control with the following properties:

Property Value
XPOS 17820
YPOS 990
Height 8250
Width 3520
HorGlue Right
VertGlue Both
Editable No
Focusable No
VertAlign Top
BackTransparent Yes
Border No
MultiLine Yes
SourceExpr GetText(“Text Type”::Description)

9. Running the form, you can use the Common Data->Translate button to add a
description for each licensed language.

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Dimension Center
Microsoft Dynamics Entrepreneur supports Basic Dimensions which can be maintained
by means of the Dimension Center.

Because the number of Dimensions within Basic Dimensions is limited to two there is no
description how to add additional dimensions.

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Posting Group Center

In case a new posting groups need to be added, take the following steps:

1. Add a new tab to the tab control.

For each subarea:

2. Add a PictureBox with the following properties:

Property Value
XPOS 440
YPOS Consecutive
Width 440
Height 550
Border No
Focusable No
Bitmaplist 35,39
SourceExpr CurrTableID=DATABASE::”MyTable”

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3. Add a CommandButton with the following properties:

Property Value
XPOS 880
YPOS Consecutive
Width 2750
Height 550
FocusOnClick Yes
HorzAlign Left
BackTransparent Yes
Border No

4. Select the command button and add the following C/AL code to the OnActivate
trigger:
CurrTableID := DATABASE::”MyTable”;
IF GET(CurrTableID) THEN;
ShowSubforms;

5. Add a SubForm with the following properties:

Property Value
Name MyTableSubform
XPOS 3850
YPOS 990
Width 13750
Height 8250
HorzGlue Both
VertGlue Both
Visible No
Border No
SubformID MySubformID

6. Add the following line of C/AL Code to the function ShowSubforms:

Currform.MySubform.VISIBLE(CurrTableID=DATABASE::”MyTable”);

7. Delete the contents of the table Functional Area Table. (This requirement will
be deleted in a future release and is now still necessary to get the new elements
added to the form. When opening the form with an empty table an initialization is
activated automatically).

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 8. Add a Textbox control with the following properties:

Property Value
XPOS 17820
YPOS 990
Height 8250
Width 3520
HorGlue Right
VertGlue Both
Editable No
Focusable No
VertAlign Top
BackTransparent Yes
Border No
MultiLine Yes
SourceExpr GetText(“Text Type”::Description)

9. Running the form, you can use the Posting Group->Translate button to add a
description for each licensed language.

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Reporting

Report Center
All reports within Microsoft Dynamics Entrepreneur are grouped in the Report Center.
Like all other centers functional areas are used to group reports.

End-user layout
End User can access all reports from the Report Center form. The right-hand part of the
form displays the most essential layout elements of the marked report.

Adding new reports

In case new reports need to be added, taken the following steps in the report center:

1. Open the Report Center with a development license and a number of additional
buttons will be visible on the form:

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 2. Use the Move Up / Move Down buttons to change the sequence of reports
within a functional area.
3. Select Report  New to add a report to a functional area. A form will come up
from which you can insert an existing report.

4. Select Report  Copy in the Report Center form to copy a report from one
functional area to another functional area.

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 5. Select Report  Delete in the Report Center window to delete a report from a
functional area (the report itself will not be removed).
6. Select Report  Translate in the Report Center window to add an explanation
to the report that will be shown on the right hand side of the form.

Note:
Reports can also be run from list- and card forms of the main entities. In that situation
only reports are shown that are directly related to that specific entity. Filter criteria for this
is the table ID of that entity. This ID can be filled in for each separate report within the
report Center as shown below.

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Company Set-up
Set up of Microsoft Dynamics Entrepreneur is centralized under the Company Information
Card.

Every module/functional area has a separate tab on which the relevant parameters can
be maintained.

Notes:
Only fields related to functionality that is part of Microsoft Dynamics Entrepreneur
must be made available on the respective tabs.
In case of adding a new functional area that requires set up, a new tab should be
added for this as well.
Although users can maintain the set up themselves the goal is to have the values
filled in automatically during initializing the company (using the Implementation
Wizard).

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