Quick Tip: Save Filters
Today’s quick tip is an easy one to learn about and forget about, but it’s such an amazing tool, we felt we needed to highlight it. When you filter any list in the Microsoft Dynamics NAV Role Tailored Client, you…
Improving DropDowns
In the RTC, when you are going to enter data that refers to another table, you get a wonderful DropDown showing you extra info. For example, when entering a Vendor on a Purchase Order: You can quickly see all the…
NAV Tour: No. Series
Microsoft Dynamics NAV does a lot of legwork for your organization if you set it up the way you need. One of the most extensively used features of NAV is the No. Series engine. It provides new document numbers, new…
Documents and Dimensions
Dimensions and Funds are very powerful tools for financial tracking and analysis. These are well covered elsewhere in manuals and training documents when it comes to use, entry, and review. However, one thing I have found that is not covered…
Serenic Navigator: Deploying Digests
What are Digest e-mails? Serenic Navigator offers the ability to have e-mails sent to users based on documents and transactions being submitted for approval. Historically, an e-mail is generated for each transaction at the moment of submission. In every version…
C/AL Modifications and the Change Log
In our previous post about the Change Log in Microsoft Dynamics NAV, we talked about turning on monitoring of the Payment Terms Code on the Customer table. Now you’ve gotten another request from that client that will involve updating the…
NAV Tour: Change Log
One of the things I’m frequently asked about is how to see if or when someone changed something mission critical. Microsoft Dynamics NAV has a built-in system for tracking changes to any part of the system, but you have to…
DateFormula Part 1: Closing Tricks
Any time you have to enter a DateFormula, such as Payment Terms or other places where a value such as “30D” would work, there are a few easy ways you can get the beginning or end of the current Year,…
Adding Cues to an Activities Page
In the RoleTailored Client, the Cues of the Activities window are a great insight into operations right from the home screen. All Role Centers have some Cues, like this Order Processor: But, sometimes you want additional or different information. We’re…
Quick Tip: Make the Most of the Action Pane
The Action Pane of the Role Tailored Client, introduced in Microsoft Dynamics NAV 2009, is full of great shortcuts to different actions, tasks, and reports (as shown below). But, sometimes the things you need regularly are tucked away in the…