Dynamics NAV Tips and Tricks
description
Transcript of Dynamics NAV Tips and Tricks
Microsoft Dynamics NAVd kTips and Tricks
8th Annual BDO Connections Conference
Michael StranzDavid LessardAndrew HazenKevin Yeung
11 June 2013
8th Annual BDO Connections Conference
Thank you to our GOLD sponsors:
ObjectivesObjectives
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 userstricks – they are aimed at the end users.
Here we go………
8th Annual BDO Connections Conference
2Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Broken down by Category:Broken down by Category:
• General Tips• Industry Solutions
8th Annual BDO Connections Conference
3Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Start Up Parameters:Start Up Parameters:Allows you to control security and user parameters on startup
Cli t\Mi ft D i N Cli t " fil "O d P ”Client\Microsoft.Dynamics.Nav.Client.exe "-profile:"Order Processor”
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“fig-configure
-language
8th Annual BDO Connections Conference
4Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Search BoxSearch Box
8th Annual BDO Connections Conference
5Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
NavigationNavigation
8th Annual BDO Connections Conference
6Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Show the Company/Database in the top screenShow the Company/Database in the top screen
• Company Information
8th Annual BDO Connections Conference
7Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
How to Personalize the Departments Menu in NAVHow to Personalize the Departments Menu in NAV
• Customize Navigation Pane
8th Annual BDO Connections Conference
8Thank you to our GOLD sponsors:
Microsoft Dynamics NAV
Customize Outlook Part
Microsoft Dynamics NAVTip and Tricks
Customize Outlook Part
• Choose what you want to display in Outlook
8th Annual BDO Connections Conference
9Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Hot KeysHot 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> navigate through recently visited pagesg g g y p 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• <F12> Goes back to Role Centre• <F8> Copy field above
These all work in Web and SharePoint client
8th Annual BDO Connections Conference
10Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
No need to memorize short cut keysNo need to memorize short cut keys
8th Annual BDO Connections Conference
11Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Filter to a Field Value + Advanced Filters + Limit TotalsFilter to a Field Value + Advanced Filters + Limit Totals
C l % % t % it % dCan also use %me, %mycustomers, %myitems, % myvendors
8th Annual BDO Connections Conference
12Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
7 Save Filters for later use7. Save Filters for later use
• CustomersSave View As
8th Annual BDO Connections Conference
13Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
One Click to Highlight or Clear a Value in a Field in Dynamics NAVOne Click to Highlight or Clear a Value in a Field in Dynamics NAV
• Click on the field label and the entire field gets highlighted
8th Annual BDO Connections Conference
14Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Sharing Customer Vendors GL accounts for companiesSharing Customer, Vendors, GL accounts for companies
Can share a common set of tables which multiple companies can share
8th Annual BDO Connections Conference
15Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Need the weight of a sales order StatisticsNeed the weight of a sales order – Statistics
8th Annual BDO Connections Conference
16Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Rebilling of an invoiceRebilling of an invoice
8th Annual BDO Connections Conference
17Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Change the Default Filter in Fields That Take InputChange the Default Filter in Fields That Take Input
• Look at the FUNNELLook at the FUNNEL• Then click SET AS DEFAULT COLUMN FILTER
8th Annual BDO Connections Conference
18Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Quick Entry to save Time in forms 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
8th Annual BDO Connections Conference
19Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
NAV 2013 RTC Reports at Your FingertipsNAV 2013 RTC Reports at Your Fingertips
8th Annual BDO Connections Conference
20Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Search by Description Rather Than Part NumberSearch by Description Rather Than Part Number
• Make the first column the column to filter by – see Customer List and change Name to 1st columnchange Name to 1st column
8th Annual BDO Connections Conference
21Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Wild Cards in FiltersWild Cards in Filters
* > < <> @ ? > < <> @ ?
8th Annual BDO Connections Conference
22Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Date FormulasDate Formulas
• Use W, T, MO, 28 etc
8th Annual BDO Connections Conference
23Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Math in CellsMath in Cells
• + - / * / • e.g. 99*.75
8th Annual BDO Connections Conference
24Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Copy and Paste RowsCopy and Paste Rows• Works in NAV and Excel
8th Annual BDO Connections Conference
25Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Hide a company from the drop down (ITAdmin General)Hide a company from the drop down (ITAdmin-General)
8th Annual BDO Connections Conference
26Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Freeze Panes in Lists and SubformsFreeze Panes in Lists and Subforms
• also works on List Pages like Customer
8th Annual BDO Connections Conference
27Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Fact BoxesFact Boxes
8th Annual BDO Connections Conference
28Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Skype IntegrationSkype Integration
8th Annual BDO Connections Conference
29Thank you to our GOLD sponsors:
Microsoft Dynamics NAV
GL Budgets
Microsoft Dynamics NAVTip and Tricks
GL Budgets
1. Export first, then import.2 Wh d di i lid 2. When exported dimensions, validate your
data against the provided drop downs3. Clear the formats from your numbers
– use GENERAL4. Watch the “Add Entries”
and the “Replace Entries” option
8th Annual BDO Connections Conference
30Thank you to our GOLD sponsors:
Microsoft Dynamics NAV
Payment Terms
Microsoft Dynamics NAVTip and Tricks
Payment Terms
1. Vendors and customers use same table2 Pay on first day of month (e g Rent) CM+1D2. Pay on first day of month (e.g. Rent) CM+1D3. Need rent cheque 3 days early CM-3D4. Due the last day of the month D315. Always due on the next month on the 15th CM+15D5. Can change the due date of invoice in the ledger entries
8th Annual BDO Connections Conference
31Thank you to our GOLD sponsors:
Microsoft Dynamics NAV
Reconciliation Accounts
Microsoft Dynamics NAVTip and Tricks
Reconciliation Accounts
Allow users to see the effect on the posting of a journal on the GL balance when printing the test reportprinting the test report
8th Annual BDO Connections Conference
32Thank you to our GOLD sponsors:
Microsoft Dynamics NAV
Foreign Currency GL Accounts
Microsoft Dynamics NAVTip and Tricks
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
8th Annual BDO Connections Conference
33Thank you to our GOLD sponsors:
Microsoft Dynamics NAV
Account Schedules – Column Layouts
Microsoft Dynamics NAVTip and Tricks
Cheat Sheet of layouts (21 layouts)
8th Annual BDO Connections Conference
34Thank you to our GOLD sponsors:
Microsoft Dynamics NAV
Dimensions
Microsoft Dynamics NAVTip and Tricks
- Powerful feature of NAV
- Think out of the box at tedious tasks:SRED ti- SRED reporting
- Responsible Person- Projects OR
8th Annual BDO Connections Conference
35Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
How to Easily Export & Share Information with Colleagues Who Do Not How to Easily Export & Share Information with Colleagues Who Do Not Have Microsoft Dynamics NAV Access
8th Annual BDO Connections Conference
36Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Page Link to send to other NAV users to navigate directly to the pagePage Link to send to other NAV users to navigate directly to the page
8th Annual BDO Connections Conference
37Thank you to our GOLD sponsors:
Microsoft Dynamics NAV
Aging Buckets for Aged Trail Balance
Microsoft Dynamics NAVTip and Tricks
Aging Buckets for Aged Trail BalanceQuestion #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 Date. g
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 Makes more sense because at least the terms are the same Basically this date Document Date. Makes more sense because at least the terms are the same. 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.
8th Annual BDO Connections Conference
38Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
On Line MapsOn Line Maps
8th Annual BDO Connections Conference
39Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Credit CardsCredit Cards
8th Annual BDO Connections Conference
40Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Credit CardsCredit Cards
8th Annual BDO Connections Conference
41Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Customize Your Printer Settings for Reports in RTCCustomize Your Printer Settings for Reports in RTC
8th Annual BDO Connections Conference
42Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Create Notifications from Task Pages in NAV 2013Create Notifications from Task Pages in NAV 2013
8th Annual BDO Connections Conference
43Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Setup Templates for Master Records in Dynamics NAVSetup Templates for Master Records in Dynamics NAV
8th Annual BDO Connections Conference
44Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Switching CompaniesSwitching Companies
8th Annual BDO Connections Conference
45Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Change LogsChange Logs
8th Annual BDO Connections Conference
46Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Change Logs ResultsChange Logs Results
8th Annual BDO Connections Conference
47Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Data CompressionData Compression
- Departments/Administration/IT Administration/Data Deletion/Date Compression
8th Annual BDO Connections Conference
48Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
PicturesPictures
8th Annual BDO Connections Conference
49Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Available to Promise/Capable to PromiseAvailable to Promise/Capable to Promise• ATP and CTP allows the CSR’s to give the customer a expected date of delivery when
there is not enough stock• ATP – when PO are issued and there is enough on the receiptg p• CTP – no PO’s issued – how long to get from the vendor or be produced
8th Annual BDO Connections Conference
50Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Zooming in on a record in NAVZooming in on a record in NAV
8th Annual BDO Connections Conference
51Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Modifying the ScreensModifying the Screens
8th Annual BDO Connections Conference
52Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Item Availability TimelineItem Availability Timeline
- Show Inventory Availability Timeline
8th Annual BDO Connections Conference
53Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Data Migration tools/Configuration packageData Migration tools/Configuration package
• Ever wanted to copy some table from live to Sandbox or create a company with data that exists already in NAV?y
8th Annual BDO Connections Conference
54Thank you to our GOLD sponsors:
Microsoft Dynamics NAVTip and Tricks
ClientIntegration with MS CRM
Tip and Tricks
Connector terC
R
CRM Web Services
NAV Web Services
Connector for Microsoft
Dynamics®
NAV
Ada
ptR
M A
dapterDatabase
Dynamics®
CRM Database Database
Dynamics®
NAV Database
Connector Database
8th Annual BDO Connections Conference
55Thank you to our GOLD sponsors:
Microsoft Dynamics NAVTip and TricksIntegration with MS SharePointTip and Tricks
Integration into Themes & Microsoft
SharePoint• Take advantage of the
b d b f
Branding
Microsoft SharePoint l dbusiness productivity benefits
in Microsoft SharePoint • Microsoft SharePoint
Workflows• Microsoft SharePoint Search
th h B i
Visualizations and Stylesheets
Capitalize on Branding Investments
through Business Connectivity Services
• Microsoft SharePoint Workspace
• Microsoft SharePoint th ti ti d l bilit authentication and scalability
• Microsoft SharePoint Extranet
8th Annual BDO Connections Conference
56Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Help when you need itHelp when you need it
Also use Google and Bing
8th Annual BDO Connections Conference
57Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Leverage SQL 2012 for “Always On”Leverage SQL 2012 for “Always On”
AlwaysOn Availability Groups for database protection
AlwaysOn Failover Cluster Instancesfor instance level protection
Multi-Database Failover
Multiple Secondaries
Active Secondaries
Multisite Clustering
Flexible Failover Policy
Improved Diagnostics
Integrated HA Management
p g
Built for consolidation scenarios
8th Annual BDO Connections Conference
58Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
QR Codes in NAVQR Codes in NAV
https://mbs.microsoft.com/customersource/downloads/taxupdates/MSDNAV2009SP1ElectronicInvoice
8th Annual BDO Connections Conference
59Thank you to our GOLD sponsors:
Three Tier Architecture in NAV 2013
ient
Tie
r Role Tailored Role Tailored ClientClient
Thin ClientRi h U I t f C
li Form BuilderForm Builder Data BinderData Binder Rich User Interface on clients
eTi
er
Web ServicesWeb Services Client Client ServicesServices
M t d tM t d t
Authorisation / Authentication
Serv
ice
ApplicationApplication Meta data Meta data providerprovider
Class LibraryClass LibraryBusiness Logic
D i NAV S
Microsoft SQL ServerMicrosoft SQL Serverabas
eie
r Database
Dynamics NAV Server
8th Annual BDO Connections Conference
60Thank you to our GOLD sponsors:
Web Services in NAV2009Page 60
Microsoft SQL ServerMicrosoft SQL Server
Dat
a Ti
Industry Solutionsd kTips and Tricks
8th Annual BDO Connections Conference
61Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
WennSoftWennSoft- Remote and Internal Service experts- Just released NAV and AX application
http://www.wennsoft.com/
8th Annual BDO Connections Conference
62Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
ProphixProphix- CPM- Consolidations- Budgeting – Personnel, line itemsBudgeting Personnel, line items- Works with NAV and AX
h hhttp://www.prophix.com
8th Annual BDO Connections Conference
63Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
TargitTargit- Business Intelligence- Dashboards
A l ti- Analytics- Works with NAV and AX
http://www.targit.com
8th Annual BDO Connections Conference
64Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
MetaViewerMetaViewer- Paperless ERP- Documents available for reviewing
W k ith GP NAV d AX- Works with GP, NAV and AX
http://www metaviewer comhttp://www.metaviewer.com
8th Annual BDO Connections Conference
65Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Office 365 IntegrationOffice 365 Integration- Business Intelligence- Dashboards- Analytics- Works with NAV and AX
8th Annual BDO Connections Conference
66Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Management ReporterManagement Reporter- Financial Reporting Tool- FREE
http://http://www.microsoft.com/dynamics/en/za/products/management-reporter.aspx/
8th Annual BDO Connections Conference
67Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Jet ReportsJet Reports- Excel based BI tool- FREE (Express)
http://www.jetreports.com/
8th Annual BDO Connections Conference
68Thank you to our GOLD sponsors:
http://www.jetreports.com/
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
LS RetailLS Retail- #1 retail solution for NAV- Remote store / central control
http://www.lsretail.com
8th Annual BDO Connections Conference
69Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Cost ControlCost Control- Easy POS- Quality Control
B i S h t- Business Snapshot- Pop Up Notes- ECM
http://costcontrolsoftware.com/
8th Annual BDO Connections Conference
70Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Expand ITExpand-IT- Manage user logins- Mobile Service
W b Sit I t g ti- Web Site Integration
http://www.expandit.com/p p
8th Annual BDO Connections Conference
71Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
LanhamLanham- EDI- E-Ship
E R i- E-Receive- E-Packing- ADCS and Warehousing
Ad d F ti- Advanced Forecasting
http://www.lanhamassoc.com/p
8th Annual BDO Connections Conference
72Thank you to our GOLD sponsors:
Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks
Helpful NAV LinksHelpful NAV Links
- http://blogs.msdn.com/b/nav/p g
- http://blogs.msdn.com/b/freddyk/
- http://www.mibuso.com/
- CustomerSource
8th Annual BDO Connections Conference
73Thank you to our GOLD sponsors:
THANK YOU TO ALL OUR SPONSORSTHANK YOU TO ALL OUR SPONSORS
8th Annual BDO Connections Conference
74Thank you to our GOLD sponsors: