Microsoft Dynamics NAV

Tips and d Tricks k 8th Annual BDO Connections Conference

Michael Stranz David Lessard Andrew Hazen Kevin Yeung 11 June 2013

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Objectives
NAV has been around for over 20 years and many clients have a variety of versions. By revisiting your NAV application with tips you will help to get maximum benefits with minimum effort. All slides are available on our web site Some of the points described here do not have global applicability because of different versions and some you may already know but just one new idea can spark a huge difference in your productivity in NAV. These are not developer tips and tricks they are aimed at the end users. users Here we go

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Microsoft Dynamics NAV Tip and Tricks

Broken down by Category:

General Tips Industry Solutions

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Microsoft Dynamics NAV Tip and Tricks

Start Up Parameters:
Allows you to control security and user parameters on startup Cli t\Mi Client\Microsoft.Dynamics.Nav.Client.exe ft D i N Cli t " "-profile:"Order fil "O d Processor P Microsoft.Dynamics.Nav.Client.exe DynamicsNAV://<Server/ServerInstance>/Company/RunPage?Page=21 "DynamicsNAV://<Server/ServerInstance>/Company/RunPage?Page=21" Client\Microsoft.Dynamics.Nav.Client.exe "-disablepersonalization -configure fig -language

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Microsoft Dynamics NAV Tip and Tricks

Search Box

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Microsoft Dynamics NAV Tip and Tricks

Navigation

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Microsoft Dynamics NAV Tip and Tricks

Show the Company/Database in the top screen

Company Information

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Microsoft Dynamics NAV Tip and Tricks

How to Personalize the Departments Menu in NAV

Customize Navigation Pane

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Microsoft Dynamics NAV Tip and Tricks

Customize Outlook Part Choose what you want to display in Outlook

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Microsoft Dynamics NAV Tip and Tricks

Hot Keys <F10> Can see the Hot keys (works in Office as well) <Ctrl> <F1> Collapse and see ribbons <F6> Navigate different pages on the screen <F4> Open dropdown list <Alt><Left> <Alt><Right> g navigate g through g recently y visited p pages g "Type to Filter" field hit <Down> to display fields <Alt><F2> Hides the fact boxes for more room for records <F12> Goes back to Role Centre <F8> Copy field above These all work in Web and SharePoint client
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Microsoft Dynamics NAV Tip and Tricks

No need to memorize short cut keys

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Microsoft Dynamics NAV Tip and Tricks

Filter to a Field Value + Advanced Filters + Limit Totals

C Can also l use % %me, % %mycustomers, t % %myitems, it % myvendors d

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Microsoft Dynamics NAV Tip and Tricks

7 Save Filters for later use 7.

CustomersSave View As

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Microsoft Dynamics NAV Tip and Tricks

One Click to Highlight or Clear a Value in a Field in Dynamics NAV

Click on the field label and the entire field gets highlighted

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Microsoft Dynamics NAV Tip and Tricks

Sharing Customer Customer, Vendors Vendors, GL accounts for companies Can share a common set of tables which multiple companies can share

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Microsoft Dynamics NAV Tip and Tricks

Need the weight of a sales order Statistics

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Microsoft Dynamics NAV Tip and Tricks

Rebilling of an invoice

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Microsoft Dynamics NAV Tip and Tricks

Change the Default Filter in Fields That Take Input

Look at the FUNNEL Then click SET AS DEFAULT COLUMN FILTER

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Microsoft Dynamics NAV Tip and Tricks

Quick Entry to save Time in forms (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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Microsoft Dynamics NAV Tip and Tricks

NAV 2013 RTC Reports at Your Fingertips

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Microsoft Dynamics NAV Tip and Tricks

Search by Description Rather Than Part Number
Make the first column the column to filter by see Customer List and change Name to 1st column

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Microsoft Dynamics NAV Tip and Tricks

Wild Cards in Filters

* > < <> @

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Microsoft Dynamics NAV Tip and Tricks

Date Formulas
Use W, T, MO, 28 etc

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Microsoft Dynamics NAV Tip and Tricks

Math in Cells +-/* e.g. 99*.75

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Microsoft Dynamics NAV Tip and Tricks

Copy and Paste Rows Works in NAV and Excel

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Microsoft Dynamics NAV Tip and Tricks

Hide a company from the drop down (ITAdmin-General) (ITAdmin General)

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Microsoft Dynamics NAV Tip and Tricks

Freeze Panes in Lists and Subforms

also works on List Pages like Customer

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Fact Boxes

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Skype Integration

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Microsoft Dynamics NAV Tip and Tricks

GL Budgets
1. Export first, then import. 2 When 2. Wh exported d di dimensions, i validate lid 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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Microsoft Dynamics NAV Tip and Tricks

Payment Terms
1. Vendors and customers use same table 2 Pay on first day of month (e 2. (e.g. g Rent) CM+1D 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 15th CM+15D 5. Can change the due date of invoice in the ledger entries

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Microsoft Dynamics NAV Tip and Tricks

Reconciliation Accounts
Allow users to see the effect on the posting of a journal on the GL balance when printing the test report

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Microsoft Dynamics NAV 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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Microsoft Dynamics NAV Tip and Tricks

Account Schedules Column Layouts
Cheat Sheet of layouts (21 layouts)

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Dimensions
Powerful feature of NAV Think out of the box at tedious tasks: - SRED reporting ti - Responsible Person - Projects

OR

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Microsoft Dynamics NAV Tip and Tricks

How to Easily Export & Share Information with Colleagues Who Do Not Have Microsoft Dynamics NAV Access

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Microsoft Dynamics NAV Tip and Tricks

Page Link to send to other NAV users to navigate directly to the page

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Microsoft Dynamics NAV Tip and Tricks

Aging Buckets for Aged Trail Balance
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 Posting g 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 Document Date Date. Makes more sense because at least the terms are the same same. Basically Basically, this date 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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Microsoft Dynamics NAV Tip and Tricks

On Line Maps

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Credit Cards

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Credit Cards

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Customize Your Printer Settings for Reports in RTC

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Microsoft Dynamics NAV Tip and Tricks

Create Notifications from Task Pages in NAV 2013

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Microsoft Dynamics NAV Tip and Tricks

Setup Templates for Master Records in Dynamics NAV

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Switching Companies

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Change Logs

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Change Logs Results

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Data Compression

Departments/Administration/IT Administration/Data Deletion/Date Compression

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Microsoft Dynamics NAV Tip and Tricks

Pictures

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Microsoft Dynamics NAV Tip and Tricks

Available to Promise/Capable to Promise
ATP and CTP allows the CSRs to give the customer a expected date of delivery when there is not enough stock ATP when PO are issued and there is enough g on the receipt p CTP no POs issued how long to get from the vendor or be produced

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Zooming in on a record in NAV

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Microsoft Dynamics NAV Tip and Tricks

Modifying the Screens

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Item Availability Timeline

Show Inventory Availability Timeline

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Microsoft Dynamics NAV Tip and Tricks

Data Migration tools/Configuration package
Ever wanted to copy some table from live to Sandbox or create a company with data that exists already y in NAV?

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Microsoft Dynamics NAV Tip and Tricks

Integration with MS CRM
Client

CR RM Adapter

CRM Web Services

Connector for Microsoft Dynamics

NAV Adapt ter

NAV Web Services

Dynamics CRM Database

Connector Database
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Microsoft Dynamics NAV Tip and Tricks

Integration with MS SharePoint

Integration into Microsoft SharePoint

Take advantage of the b business productivity d benefits b f in Microsoft SharePoint Microsoft SharePoint Workflows Microsoft SharePoint Search th through hB Business i Connectivity Services Microsoft SharePoint Workspace Microsoft SharePoint authentication th ti ti and d scalability l bilit Microsoft SharePoint Extranet

Themes & Branding

Microsoft SharePoint

Visualizations l and d Stylesheets Capitalize on Branding Investments

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Microsoft Dynamics NAV Tip and Tricks

Help when you need it

Also use Google and Bing

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Microsoft Dynamics NAV Tip and Tricks

Leverage SQL 2012 for Always On
AlwaysOn Availability Groups for database protection
Multi-Database Failover Multiple Secondaries Active Secondaries Integrated HA Management

AlwaysOn Failover Cluster Instances for instance level protection

Multisite Clustering Flexible Failover Policy Improved p Diagnostics g Built for consolidation scenarios

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QR Codes in NAV

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

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Three Tier Architecture in NAV 2013

Cli ient Tier
Role Tailored Client

Form Builder

Data Binder

Thin Client Ri h U Rich User I Interface t f on clients

Web Services

Service e Tier

Client Services M t d Meta data t provider

Authorisation / Authentication

Application

Business Logic
Class Library

Dynamics D i NAV Server S

Data abase Ti ier

Microsoft SQL Server

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Web Services in NAV2009

Industry Solutions
Tips and d Tricks k

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Microsoft Dynamics NAV Tip and Tricks

WennSoft
Remote and Internal Service experts Just released NAV and AX application

http://www.wennsoft.com/

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Prophix
CPM Consolidations Budgeting Personnel, line items Works with NAV and AX

h http://www.prophix.com h

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Targit
Business Intelligence Dashboards A l ti Analytics Works with NAV and AX

http://www.targit.com

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MetaViewer
Paperless ERP Documents available for reviewing W k with Works ith GP, GP NAV and d AX

http://www http://www.metaviewer.com metaviewer com

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Office 365 Integration
Business Intelligence Dashboards Analytics Works with NAV and AX

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Management Reporter
Financial Reporting Tool FREE

http://http://www.microsoft.com/dynamics/en/za/products/management-reporter.aspx/
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Jet Reports
Excel based BI tool FREE (Express)

http://www.jetreports.com/
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LS Retail
#1 retail solution for NAV Remote store / central control

http://www.lsretail.com

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Cost Control
Easy POS Quality Control B i Business S Snapshot h t Pop Up Notes ECM

http://costcontrolsoftware.com/

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Expand IT Expand-IT
Manage user logins Mobile Service W b Site Web Sit I Integration t g ti

http://www.expandit.com/ p p

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Lanham
EDI E-Ship ER E-Receive i E-Packing ADCS and Warehousing Ad Advanced d Forecasting F ti

http://www.lanhamassoc.com/ p

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Helpful NAV Links
http://blogs.msdn.com/b/nav/ p g http://blogs.msdn.com/b/freddyk/ http://www.mibuso.com/ CustomerSource

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THANK YOU TO ALL OUR SPONSORS

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Questions

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