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Consultant

  • 1.  Consultant

    SILVER CONTRIBUTOR
    Posted Jan 16, 2020 11:44 AM
    Can someone please explain to me how the licensing with NAV 2018 works
    We have the company that did our implementation and customization, they have our licenses & passkey.
    If I work with a consultant who is not from that company will they be able to make changes to our setup?
    If I work with a consultant who is not from that company will they be able to make changes to the custom programming?
    Would we need to transfer our licenses & passkey?

    Any in site I can get on how this works would be appreciated.

    Thank you,
    Suz

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    Suzanne Goeden
    Shepard AV
    Atlanta GA
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  • 2.  RE: Consultant

    TOP CONTRIBUTOR
    Posted Jan 16, 2020 12:52 PM
    Unless the code is in a protected object range, anyone with a Microsoft partner can access and modify the code.

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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
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    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
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    NAVUG/D365BC-User Group Focus
    May 18-19, 2019
    Denver, Colorado
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  • 3.  RE: Consultant

    TOP CONTRIBUTOR
    Posted Jan 16, 2020 01:54 PM
    Suzanne,
    Historically a customer (e.g., MS Dyn. GP, NAV, AX, SL, etc.) has a "partner of record" and can have a "consultant" as well often from a separate partner or a independent consultant.  I think someone has said from a development like CSIDE, they can and you will hear various opinions but it often is if they consultant (developer) doing work for  you has a developer license code.  Not often good or right for them to customize other ISV's code unless they have some relationship as this leaves you exposed or unsupported.  If it is the customer area of 50000 to the end of customer range, this is really open to you as the customer as you pay for those license code.

    If it is extension based then the complexities are more extensive especially as the extension code is evolving but do able.  Dependent extension have to be at the same version (code level).  So if you have one extension (like a main) and other like one off or dependent.  Well then if the main get changed then the one off's also need to be recompiled and redeployed too.

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    Ronald McVicar, IT Software Mgr
    NSP (Quality Meats)
    nspproteins.com
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  • 4.  RE: Consultant

    TOP CONTRIBUTOR
    Posted Jan 16, 2020 07:54 PM
    Hi Suzanne,

    Even if you are working with an independent consultant/developer, not working with your current partner of record, as long as they have a developer license, they can modify or create extensions unless they are modifying a protected extension or object.

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    Kristoffer Ruyeras
    Solutions Architect
    Tigunia
    Seattle, WA
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  • 5.  RE: Consultant

    GOLD CONTRIBUTOR
    Posted Jan 20, 2020 03:28 PM
    ​Below is a response to each of your questions:
    We have the company that did our implementation and customization, they have our licenses & passkey.

    1) If I work with a consultant who is not from that company will they be able to make changes to our setup?
    This consultant will connect to your environment as a User, just like anyone else from your company.  The Security Roles/Permission Sets you assign to them will dictate what setups they are able to control.  If they are set up as a SUPER user, then they can change any NAV setups or configurations you may have set.

    2) If I work with a consultant who is not from that company will they be able to make changes to the custom programming?

    Your company likely has what is called "Designer" license access, which allows you to add fields, reports, XML Ports, but limits you from accessing NAV Source Code (business logic).  Each partner has a Development license called Solution Developer that provides full access to the NAV source code.  So if the consultant does not have a NAV Partner license, they will be able to do whatever changes your company license allows.  But they will only be able to make source code changes if they have their own NAV Partner license.  Note:  There are some exceptions where partners can build applications using a protected range where even a NAV Partner license can edit these protected objects, but this is the exception.

    3) Would we need to transfer our licenses & passkey?

    No, you do not need to transfer your license to allow another partner to make changes to your NAV environment.  But if they are making programming changes, I would confirm with them what NAV license they are using to make these changes. As others below have pointed out, anyone with a Microsoft Partner license has full access to code modifications, but if you do not have this license, they would not be able to make changes.

    There is a lot here, I know, but thought it would be more clear to address each question separately since they do require unique responses.

    ken

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    Ken Sebahar
    Solution Systems, Inc.
    ken@solsyst.com
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  • 6.  RE: Consultant

    SILVER CONTRIBUTOR
    Posted 29 days ago
    I want to add something here that users should be aware of.

    You have an account with Microsoft on a site called Customer Source.  You may not know how to get to it - but your company is registered there.  This is something your partner should have (but sometimes forgets to) share with you. Usually we partners make the person who is involved in placing the order for the software the company administrator.

    From Customer Source you can see and manage your licenses, and also access a bunch of other content (much or most of which is also being moved to a more public site).  You can also request a change of partner there.  Your customer source customer number can be found (in NAV) under Help|About Microsoft Dynamics NAV from the menu on your role center.

    You are entitled to access Customer Source.  I am sure your consultant can help you with that - or your original partner.

    -Rob

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    Robert Jolliffe B.A.Sc, MCSE, MCS - NAV Manufacturing Expert
    President
    Sabre Limited
    Cambridge
    robert@sabrelimited.com
    www.sabrelimited.com
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