Microsoft Dynamics NAV

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1 Tips and Tricks Michael Stranz David Lessard Andrew Hazen Kevin Yeung 11 June 2013

2 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. Here we go 2

3 Broken down by Category: General Tips Industry Solutions 3

4 Start Up Parameters: Allows you to control security and user parameters on startup Client\Microsoft.Dynamics.Nav.Client.exe i t "-profile:"order "O Processor Microsoft.Dynamics.Nav.Client.exe "DynamicsNAV://<Server/ServerInstance>/Company/RunPage?Page=21" Client\Microsoft.Dynamics.Nav.Client.exe "-disablepersonalization -configure -language 4

5 Search Box 5

6 Navigation 6

7 Show the Company/Database in the top screen Company Information 7

8 How to Personalize the Departments Menu in NAV Customize Navigation Pane 8

9 Customize Outlook Part Choose what you want to display in Outlook 9

10 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> navigate through recently visited pages "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 10

11 No need to memorize short cut keys 11

12 Filter to a Field Value + Advanced Filters + Limit Totals Can also use %me, %mycustomers, %myitems, % myvendors 12

13 7. Save Filters for later use Customers Save View As 13

14 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 14

15 Sharing Customer, Vendors, GL accounts for companies Can share a common set of tables which multiple companies can share 15

16 Need the weight of a sales order Statistics 16

17 Rebilling of an invoice 17

18 Change the Default Filter in Fields That Take Input Look at the FUNNEL Then click SET AS DEFAULT COLUMN FILTER 18

19 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 19

20 NAV 2013 RTC Reports at Your Fingertips 20

21 Search by Description Rather Than Part Number Make the first column the column to filter by see Customer List and change Name to 1 st column 21

22 Wild Cards in Filters * > < 22

23 Date Formulas Use W, T, MO, 28 etc 23

24 Math in Cells + - / * e.g. 99*.75 24

25 Copy and Paste Rows Works in NAV and Excel 25

26 Hide a company from the drop down (ITAdmin-General) 26

27 Freeze Panes in Lists and Subforms also works on List Pages like Customer 27

28 Fact Boxes 28

29 Skype Integration 29

30 GL Budgets 1. Export first, then import. 2. When exported dimensions, i validate 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 30

31 Payment Terms 1. Vendors and customers use same table 2. Pay on first day of month (e.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 15 th CM+15D 5. Can change the due date of invoice in the ledger entries 31

32 Reconciliation Accounts Allow users to see the effect on the posting of a journal on the GL balance when printing the test report 32

33 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 33

34 Account Schedules Column Layouts Cheat Sheet of layouts (21 layouts) 34

35 Dimensions - Powerful feature of NAV - Think out of the box at tedious tasks: - SRED reporting - Responsible Person - Projects OR 35

36 How to Easily Export & Share Information with Colleagues Who Do Not Have Microsoft Dynamics NAV Access 36

37 Page Link to send to other NAV users to navigate directly to the page 37

38 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 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. 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. 38

39 On Line Maps 39

40 Credit Cards 40

41 Credit Cards 41

42 Customize Your Printer Settings for Reports in RTC 42

43 Create Notifications from Task Pages in NAV

44 Setup Templates for Master Records in Dynamics NAV 44

45 Switching Companies 45

46 Change Logs 46

47 Change Logs Results 47

48 Data Compression - Departments/Administration/IT Administration/Data Deletion/Date Compression 48

49 Pictures 49

50 Available 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 receipt CTP no PO s issued how long to get from the vendor or be produced 50

51 Zooming in on a record in NAV 51

52 Modifying the Screens 52

53 Item Availability Timeline - Show Inventory Availability Timeline 53

54 Data 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? 54

55 Integration with MS CRM Client CRM Web Services CR RM Adapter Connector for Microsoft Dynamics NAV Adapt ter NAV Web Services Dynamics CRM Database Connector Database Dynamics NAV Database 55

56 Integration with MS SharePoint Integration into Microsoft SharePoint Take advantage of the business productivity benefits in Microsoft SharePoint Microsoft SharePoint Workflows Microsoft SharePoint Search through h Business Connectivity Services Microsoft SharePoint Workspace Microsoft SharePoint authentication ti ti and scalability Microsoft SharePoint Extranet Themes & Branding Microsoft SharePoint Visualizations and Stylesheets Capitalize on Branding Investments 56

57 Help when you need it Also use Google and Bing 57

58 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 Diagnostics Built for consolidation scenarios 58

59 QR Codes in NAV 9SP1ElectronicInvoice 59

60 Three Tier Architecture in NAV 2013 Service e Tier Cliient Tier Role Tailored Client Form Builder Data Binder Web Services Client Services Application M t d Meta data t provider Thin Client Ri h U Rich User IInterface t f on clients Authorisation / Authentication Business Logic Class Library Data abase Tiier Dynamics D i NAV Server S Microsoft SQL Server Web Services in NAV2009 8th Annual BDO Connections Conference Page 60 Database 60

61 Industry Solutions Tips and Tricks 61

62 WennSoft - Remote and Internal Service experts - Just released NAV and AX application 62

63 Prophix - CPM - Consolidations - Budgeting Personnel, line items - Works with NAV and AX 63

64 Targit - Business Intelligence - Dashboards - Analytics - Works with NAV and AX 64

65 MetaViewer - Paperless ERP - Documents available for reviewing - Works with GP, NAV and AX 65

66 Office 365 Integration - Business Intelligence - Dashboards - Analytics - Works with NAV and AX 66

67 Management Reporter - Financial Reporting Tool - FREE 67

68 Jet Reports - Excel based BI tool - FREE (Express) 68

69 LS Retail - #1 retail solution for NAV - Remote store / central control 69

70 Cost Control - Easy POS - Quality Control - Business Snapshot - Pop Up Notes - ECM 70

71 Expand-IT - Manage user logins - Mobile Service - Web Site Integration ti p 71

72 Lanham - EDI - E-Ship - E-Receive - E-Packing - ADCS and Warehousing - Advanced d Forecasting 72

73 Helpful NAV Links CustomerSource 73

74 THANK YOU TO ALL OUR SPONSORS 74

75 Questions 75

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