MICROSOFT DYNAMICS NAV:

23 TIPS AND TRICKS FOR THE NEW DYNAMICS NAV USER

Presented by: Dave Hatker, VP, IT @ CCA and B (The Elf on the Shelf)

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The objective of this tip sheet is to provide a smorgasbord of tips and tricks to help you immediately when you get back to your office,
featuring subjects like shortcuts, error messages, searching, filtering, managing factboxes, and more. This tip sheet is valuable for
both new and experienced Dynamics NAV users, so read on to learn something new!
This content is adapted from a webinar produced by Dave Hatker, the VP of IT at CCA & B, LLC (The Elf on the Shelf) and NAVUG Member.
The majority of all NAVUG content is produced by NAV end-users providing unique insight into product usage and best practices.

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TIP #1 FREEZEPANES (EASY)
• Keep the leftmost columns in place on any list!

TIP #2 QUICK ENTRY (EASY)

• A quick way to improve data entry efficiency!

TIP #3 COPY DOCUMENT (EASY)

• Save time (re)creating similar documents

TIP #4 DATA SHORTCUTS (EASY)

• Save time entering dates (CM, CY, CW) T (t), Y (Current year),

DATE FIELD SHORTCUTS

T or t Today’s date
W or w Working date
m, tu, we, th, f, sa, su Days of the week
m-5 5th Monday of this calendar year
CM+1D-1M..T Current Month to Date
1005 or 105 October 5 of the current year
05 or 5 The fifth of the current month

Microsoft Dynamics NAV: 23 TIPS AND TRICKS FOR THE NEW DYNAMICS NAV USER WWW.NAVUG.COM/JOIN
TIP #5 SHORTCUT KEYS (EASY)
• Some Favorites

KEY ACTION
Esc Close window or undo data entry
Home Move to the first field on a line
End Move to the last field on a line
Ctrl + Home Move to the first record in a list
Ctrl + End Move to the last record in a list
Ctrl + Delete Delete a record
Tab Move to the next field
Enter Move to the next Quick Entry field
Alt + Enter Move to next Quick Entry field w/o opening drop-down
Ctrl + Enter OK
F1 Open Help for the field that has focus
F2 Edit
F3 Move the cursor a list’s Filter field
F4 Opens Lookup dialog for a drop-down field
F5 Refresh active window or clear an error
F6 Navigate focus to the next frame
F7 Display Statistics
F8 Copy the field above when in a list view
F9 Post
Shift F9 Post and Print
F10 or Alt Display access keys on menu bar
Alt + F2 Toggle to display/hide fact boxes
Alt + F3 Filter to the field with focus in a list view
Alt + F6 Collapse or expand the active frame or fast tab
Alt + Left Arrow Go to the previous window in the navigation history
Alt + Right Arrow Go to the next window in the navigation history

Microsoft Dynamics NAV: 23 TIPS AND TRICKS FOR THE NEW DYNAMICS NAV USER WWW.NAVUG.COM/JOIN
TIP #6 INVENTORY WARNINGS (EASY)
• New NAV 2015 inventory warnings and blocks!
• Set on Item Card

TIP #7 SYSTEM INDICATOR (EASY)

• Type “Company Information” in the main search field”

TIP #8 FILTER TO THIS VALUE (EASY)

• Filter quickly to a single value any list view!

TIP #9 ADVANCED FILTERS AND SAVING VIEWS (EASY)

• Changing a filtered value removes the current document open from your list.

TIP #10 LOADING PROFILES (EASY)

• Use a shortcut to easily upload various profiles.

TIP #11 CUSTOMIZING SCREENS (EASY)

• Simplify your (NAV) life

Microsoft Dynamics NAV: 23 TIPS AND TRICKS FOR THE NEW DYNAMICS NAV USER WWW.NAVUG.COM/JOIN
TIP #12 CONFIGURATION MODE (MODERATE)
• Simplify other users (NAV) Lives

TIP #13 CHANGE LOG (MODERATE)

• Only log what you need
• Purge yearly
• Let users know you have this capability

Microsoft Dynamics NAV: 23 TIPS AND TRICKS FOR THE NEW DYNAMICS NAV USER WWW.NAVUG.COM/JOIN
TIP #14 LAST OPENED BY [MOD] (ADVANCED)
• Provides a metric into activity/behavior

TIP #15 TOTALS IN LISTS (MODERATE)

TIP #16 CHARTS ON THE ROLE CENTER (MODERATE)
• Graphical representations on your role center

TIP #17 LINKING INTO NAV PAGES/LISTS (MODERATE)

• Format:
dynamicsnav://[NAVServer]:[Port]/[Database]/runpage?page=[page#]&$filter=’No.’%20IS%20‘[Record#]’&mode=[View/Edit]
• Excel Formula Example (SO# in cell A2):
=HYPERLINK(“dynamicsnav://localhost:7046/DynamicsNAV80/CRONUS%20International%20Ltd./
runpage?tenant=Default&page=42&$filter=’No.’%20IS%20’” & A2 & “’&mode=Edit”,”Click HERE!”)

TIP #18 SESSIONS (MODERATE)

• Charting: One users w/ multiple sessions

TIP #19 TEMPLATES (MODERATE)

• Apply to Mater Data (Items, Vendors, Customers, etc.)

TIP #20 NOTES VS. COMMENTS VS. LINKS. ONENOTE VS. REMEMBERING IT ALL YOURSELF (MODERATE)
• Extending the data on a page
• Links versus ZetaDocs: Approvals
• OneNote
• Comments vs Notes: Notifications vs. actual comments

Microsoft Dynamics NAV: 23 TIPS AND TRICKS FOR THE NEW DYNAMICS NAV USER WWW.NAVUG.COM/JOIN
TIP #21 THE HELP SERVER (ADVANCED)
• Custom help data: Outline your own SOPs
• Add your own analytics
• Extend help to custom fields

TIP #22 ODATA (ADVANCED)

• Exposes a NAV Page, Query or Code unit’s data
• Permissions based access

TIP #23 ERRORS & WARNINGS (EASY » ADVANCED)

• NAVUG On-Demand Webinar: Top 10 NAV Error Messages (Jan. 2013)
• Google and F5 (Refresh)

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Microsoft Dynamics NAV: 23 TIPS AND TRICKS FOR THE NEW DYNAMICS NAV USER WWW.NAVUG.COM/JOIN
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