Dynamics NAV Tips & Tricks

Our handy desktop guide provides you with our Tips, Tricks & Shortcuts, helping you save minutes in your day and look like a NAV pro in no time! We have tips on how to send to Microsoft Excel in an instant, as well as finding a blank field in your data. Plus, tricks for entering criteria in filters, or how to use special symbols to further filter results.

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Activate the Menu Bar

Navigate through various pages and actions in a touch of a button using the menu bar.

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Adding Filters to Pages that don't have them

Add filters into places in NAV where you previously didn't think you could!

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Adding options to the Menu List

If you have pages you always use, you can add your own menu shortcut to traverse through the system.

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Adding Multiple Filters

Make use of this really handy feature - add multiple features on the same page!

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Back Button

It might seem obvious but the back button in Dynamics NAV works just like the one in any Internet browser!

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Breadcrumb Bar

You can quickly jump back a couple of menu levels using the Breadcrumb Bar!

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Changing the Role Centre

It's easy to set roles for individuals to use, so then the role centre and system can be tailored to them.

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Customising FactBoxes

FactBoxes can easily be customised to show as much or as little information as you require.

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Customising FastTabs

Highlight important information from within FastTabs when they're collapsed, so you can get everything you need at a glance.

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Customising Ribbons

In every page in NAV, there is a ribbon containing actions to access the functionality available to you.

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Freeze Pane

Just like the handy feature in Excel, you can add freeze panes into NAV and keep fields visible when you scroll long the row.

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Managing Roundings

It's easy to correct figures in documentation that you've received from other companies, such as when different systems round numbers differently.

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My Notifications

Use notifications to remind you, warn you or notify you in different ways in NAV.

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Sorting

Get a quick overview of your data with the sorting function in Dynamics NAV.

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System Indicators

See the company information displayed on every page in NAV using system indicators personalised to you.

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Calculations in Number Fields

There's no need to venture out of NAV to make calculations - you can simply type them right into the system!

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Copying and pasting in and out of NAV

You have the ability to copy a set of rows out of a journal or worksheet, paste into Excel and edit - then paste the amendments back into NAV!

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Faster Searching

A great way to use the search functionality is to type parts of the words rather than the entire search term.

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Filter to this Value

Filter on specific criteria in an easy click - make it super easy to see the data you want in an instant.

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Save Filtered Views

Save filters you regularly use to retrieve them in super quick time whenever you need them!