NAV Widgets For IOS: NAVws:Customer

 

NAV Widgets for IOS can bring Microsoft Dynamics NAV (formerly known as Navision) functionality to your IOS device!


NAVws:Customer taps into the Customer and Contact web services. The app searches customers by name and presents the user with a list, allows drill down to customer information displayed by the Customer Card, lists contacts for that customer, and displays details on that contact with information from the Contact Card.  From the Customer Detail or the Contact Detail, you can show the address on the iPhones map application, tap a phone number and the app will initiate a call, send email, or go to the customers / contacts web site.


To get started with the app, you must first ensure that your NAV server (2009 R1 or higher) is configured properly for web services and that the CustomerCard (page 21) service that NAVwsTest requires has been defined and is “published”.  For for the details on how to set up your server and publish the required web services, see the NAV Server Configuration Page.


Once the server is configured, you are now ready to test your NAV web services connection.


 
After launching the app, you should first press “Settings” on the tab bar and enter information regarding the NAV server that you would like to connect to.

These settings can be changed directly on the Setting screen

  

Here is the information you will need to enter into the Setting Application on the IOS device:

Address: This is the address of the server running Microsoft Dynamics NAV Server.  If connecting from outside your companies network, it should be an ip address or fully qualified server address (example: navserver.mycompany.com).


Port: The listening TCP port for web services for the NAV server.  Normally this is 7047 unless an administrator changed the NAV configuration file.

Instance: The executable instance of NAV running on this server.  By default this is DynamicsNAV, but NAV allows for multiple instances to be running on the same server, each with its own unique name

Uses HTTPS: Indicates if NAV services are configured to use SSL.  By default this is Off

User Name: A valid windows user name authorized to access this NAV instance. Note: Do not enter the domain or work group extension in this field as NAVWidgets asks for that information separately.

Domain: The domain or work group that the user belongs to.

Password: Windows password for the user entered above. (If you are trying to connect to the test server, use ILoveNAV7 as the password).


Company: Before you can retrieve customer information, you must select a NAV company.  Tapping on the company field will take you to a screen that will retrieve the companies available, and select on via the iPhones pick wheel interface.  If companies do not populate the pick wheel after a couple of seconds, check your settings above.


 
Once your settings are correct and you were able to select a NAV company, you are now ready to use the app to get customer and contact information. Enter a few characters of the customer name in the search bar and press search.  Note that the search criteria is case sensitive, so entering “ca” would not bring back “The Cannon Group PLC” but entering “Ca” would.  The search criteria used wraps the value you enter with *.  So, if you enter Ca, the App will search Customers by name with the criteria *Ca*.  You can also select the search methods: Name Start or Customer No.



 
After hitting Search, you should receive a list of customers from your NAV server that met the criteria entered.  Tap on a customer to the information from the customer card for that customer.



 
The Customer details screen show most of the values that you see in NAV on the Customer Card.  The scroll view on this screen will go a fairly long ways and presents General, Communications, Financial, Shipping, Invoicing, Payment, Foreign Trade, and Kitting settings for the customer.


If you tap on the address cell or the City Cell.  The Map application will be launched and the customers address (if it is a valid address) will be shown on the map.


If you want to return to the search view, tap the List blue button at the top left of the screen.



 
Further down the customer detail screen, their are a number of fields that will trigger an action when tapped.


Tapping Phone will initiate a call on the iPhone.


Tapping E Mail will allow you to send an email message, then return to the app.


Tapping Home Page will launch that URL in your browser.


Tapping Show Contacts will navigate to the Contact List view that will show contacts for the customer



 
Tapping Show Contacts from the customer detail view will display this list.  Tap a contact to show more information about that contact.


The upper left navigation button will return you to the customer detail view.



 
The contacts detail view show information from the contact cards General and Communication sections.


Tapping contacts in the navigation bar will navigate back to the Contact List.


If you tap on the Address cell or the City Cell.  The Map application will be launched and the contacts address (if it is a valid address) will be shown on the map.




 
As with the customer detail screen, the contact detail screen contains a number of fields that will trigger an action when tapped.


Tapping Phone will initiate a call on the iPhone.


Tapping E Mail will allow you to send an email message, then return to the app.


Tapping Home Page will launch that URL in your browser.