Dynamics NAV Tips and Tricks

Tip and Tricks

• General Tips • Ind ndus ustr try y Sol Solut utio ion ns

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Tip and Tricks Allows you to control security and user parameters on startup en

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Tip and Tricks



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Tip and Tricks



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Tip and Tricks

•

Company Information



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Tip and Tricks

•

Customize Navigation Pane



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Tip and Tricks

•

Choose what you want to display in Outlook



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Tip and Tricks •

Can see the Hot keys (works in Office as well)

•

Collapse and see ribbons

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Navigate different pages on the screen

•

Open dropdown list

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navi ate throu h recentl visited a es

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"Type to Filter" field hit to display fields

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Hides the fact boxes for more room for records

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Copy field above

These all work in Web and SharePoint client Thank you to our GOLD sponsors:


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Tip and Tricks



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Tip and Tricks

an a so use

me,

mycus omers,

my ems,



myven ors

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Tip and Tricks .

•

CustomersSave View As



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Tip and Tricks

•

Click on the field label and the entire field gets highlighted



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Tip and Tricks ,

,

Can share a common set of tables which multiple companies can share



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Tip and Tricks –



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Tip and Tricks



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Tip and Tricks

•

Look at the FUNNEL

•

Then click SET AS DEFAULT COLUMN FILTER



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Tip and Tricks (enter to fields marked as QE) Set Fields as Additional to hide on entry but can be displayed Hide fields you will never use



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Tip and Tricks



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Tip and Tricks

•

Make the first column the column to filter by – see Customer List and



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Tip and Tricks

*



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Tip and Tricks

•

Use W, T, MO, 28 etc



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Tip and Tricks

• •

+-/* e.g. 99*.75



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Tip and Tricks •

Works in NAV and Excel



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Tip and Tricks -



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Tip and Tricks

•

also works on List Pages like Customer



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks

1. Export first, then import. 2. W en exporte

imensions, va i ate your

data against the provided drop downs 3. Clear the formats from your numbers – use GENERAL 4. Watch the “Add Entries” and the “Replace Entries” option



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Tip and Tricks

1. Vendors and customers use same table .

. .

3. Need rent cheque 3 days early CM-3D 4. Due the last day of the month D31 5. Always due on the next month on the 15 th CM+15D 5. Can change the due date of invoice in the ledger entries



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Tip and Tricks

Allow users to see the effect on the posting of a journal on the GL balance when



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Tip and Tricks Foreign Currency GL Accounts There may be a requirement to have a foreign currency GL account like a loan account that needs to be converted monthly – use a Bank account then use the Exchange Rate routine monthly to convert



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Tip and Tricks Account Schedules – Column Layouts Cheat Sheet of layouts (21 layouts)



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Tip and Tricks Dimensions -

Powerful feature of NAV

-

Think out of the box at tedious tasks: repor ng - Responsible Person - Projects



OR

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Tip and Tricks Have Microsoft Dynamics NAV Access



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Tip and Tricks



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Tip and Tricks Question #1: How overdue is the invoice? •

Aging Method of Due Date, NAV ages each bucket on your aging in intervals based on the Due Date of the invoice.

Question #2: How many days have passed since the invoice was posted? •

Aging Method of Transaction Date, NAV ages each bucket on your aging in intervals based on the Postin Date.

Question #3: How many days have passed since vendor/customer was billed ? •

Aging Method of Document Date, NAV ages each bucket on your aging in intervals based on the . . , should be the date your vendor has provided on the invoice, or from the customer side, the date you shipped and therefore the date you provided on the invoice to the customer. Any payment terms defined on the account will use the document date to calculate the due date.



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks

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Departments/Administration/IT Administration/Data Deletion/Date Compression Thank you to our GOLD sponsors:


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Tip and Tricks



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Tip and Tricks •

ATP and CTP allows the CSR’s to give the customer a expected date of delivery when there is not enough stock

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ATP – when PO are issued and there is enou h on the recei t

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CTP – no PO’s issued – how long to get from the vendor or be produced



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Tip and Tricks



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Tip and Tricks



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Tip and Tricks

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Show Inventory Availability Timeline Thank you to our GOLD sponsors:


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Tip and Tricks

•

Ever wanted to copy some table from live to Sandbox or create a company with data that exists alread in NAV?



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Microsoft Dynamics NAV Integration with MS CRM

Client

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CRM Web Services

Dynamics ® CRM Database

M A d a p t e r

for Microsoft Dynamics ®

r e p a d A V A N

Connector Database Thank you to our GOLD sponsors:


NAV Web Services

Dynamics ® NAV Database 55

Microsoft Dynamics NAV Integration with MS SharePoint

Integration into Microsoft SharePoint •

• •

Take advantage of the business productivity benefits in Microsoft SharePoint

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Microsoft SharePoint Workflows

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Microsoft SharePoint Search t roug us ness Connectivity Services

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Microsoft SharePoint Workspace Microsoft SharePoint au en ca on an sca a

Themes & Branding 

Microsoft SharePoint Visualizations and Stylesheets



Capitalize on Branding Investments

y

Microsoft SharePoint Extranet



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Tip and Tricks

Also use Google and Bing



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Tip and Tricks “

”

AlwaysOn Availability Groups for database protection

AlwaysOn Failover Cluster Instances for instance level protection



Multi-Database Failover



Multisite Clustering



Multiple Secondaries



Flexible Failover Policy

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Active Secondaries



Improved Diagnostics

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Integrated HA Management



Built for consolidation scenarios



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Tip and Tricks

https://mbs.microsoft.com/customersource/downloads/taxupdates/MSDNAV200 9SP1ElectronicInvoice



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Three Tier Architecture in NAV 2013 r e i T t n e i l C

r e i T e c i v r e S

Role Tailored Client

Form Builder Builder

Data Binder Binder

Web Services

Client Services

Application

Thin Client c ser n er ace on clients

Authorisation / Authentication

ea aa provider

Business Logic Class Library

ynam cs e s a r e b i t T a D

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Database Thank you to our GOLD sponsors:

Web Services in NAV2009


erver

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Industry Solutions Tips an Tric s



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Tip and Tricks -

Remote and Internal Service experts Just released NAV and AX application

http://www.wennsoft.com/



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Tip and Tricks -

CPM Consolidations – Works with NAV and AX

http://www.prophix.com



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Tip and Tricks -

Business Intelligence Dashboards na y cs Works with NAV and AX

http://www.targit.com



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Tip and Tricks -

Paperless ERP Documents available for reviewing or s w , an

.

.



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Tip and Tricks -

Business Intelligence

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Dashboards

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Analytics

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Works with NAV and AX



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Tip and Tricks -

Financial Reporting Tool FREE

http://http://www.microsoft.com/dynamics/en/za/products/management-reporter.aspx/



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Tip and Tricks -

Excel based BI tool FREE (Express)

htt ://www. etre orts.com/ Thank you to our GOLD sponsors:


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Tip and Tricks -

#1 retail solution for NAV Remote store / central control

http://www.lsretail.com



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Tip and Tricks -

Easy POS Quality Control us ness naps o Pop Up Notes ECM

http://costcontrolsoftware.com/



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Tip and Tricks -

Manage user logins Mobile Service e e n egra on

htt ://www.ex andit.com/



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Tip and Tricks -

EDI E-Ship - ece ve E-Packing ADCS and Warehousing vance orecas ng

http://www.lanhamassoc.com/



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Tip and Tricks

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htt ://blo s.msdn.com/b/nav/

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http://blogs.msdn.com/b/freddyk/

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http://www.mibuso.com/

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CustomerSource



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Dynamics NAV Tips and Tricks

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