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Dynamics Day 2013 Microsoft Dynamics NAV Tips and Tricks 45 in 45

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Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering …

Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future.

Learn 45 tips in 45 minutes as Intergen’s Alan Whitton and Craig Keenan take you through how to get the most out of Dynamics NAV 2013.

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  • 1. NAV Tips and Tricks 45 in 45 Alan Whitton / Craig Keenan
  • 2. Our agenda Oldies but Goodies – It‟s always been there New and Cool
  • 3. Your presenter/s Alan Whitton Craig Keenan Senior NAV Consultant Practise lead, Dynamics Solutions, WA  Wgtn based  Perth based  5 years at Intergen  5 years at Intergen  Implementing NAV for 10 + years,  Implementing NAV for 12+ years  Started on Navision Attain 3.1  Started on Navision Financials 2.6 NAV Tips and Tricks – 45 in 45 | 3
  • 4. Oldies but Goodies It‟s always been there
  • 5. Use sort key to speed up filtering on large data sets Select sort option Choose a sort key that contains the field you are filtering on Apply your filter NAV Tips and Tricks – 45 in 45 | 5
  • 6. Faster ways to enter dates Enter Result (Work date = 01/10/13) Comment T 16/10/13 T = Today W 01/10/13 W = Work date 201013 20/10/13 Interpreted as DDMMYY Gets year from work date No need to type / 2010 20/10/13 Interpreted as DDMM Gets year from work date 20 20/10/13 Interpreted as DD Gets month and year from work date P1 01/04/13..30/04/13 Looks up period 1 of work date year in accounting period table NAV Tips and Tricks – 45 in 45 | 6
  • 7. Remember you can filter from a card screen Click in field Select filter button Enter filter NAV Tips and Tricks – 45 in 45 | 7
  • 8. Zoom to see all field values for a record From any record Tools / Zoom (Ctrl+F8) From NAV 2009 – Help / About this page / table fields NAV Tips and Tricks – 45 in 45 | 8
  • 9. Payment terms formulas Enter Result (Based on 16/10/13) Comment 20D 05/11/13 + 20 Days D20 20/10/13 Next 20th CM 31/10/13 CM = end of current month CM+20D 20/11/13 End of current month plus 20 days 2W 30/10/13 W = Week + 2 weeks NAV Tips and Tricks – 45 in 45 Note: sequence makes a difference | 9
  • 10. Use reconciliation account to view effect of unposted journal Tick as reconciliation account NAV Tips and Tricks – 45 in 45 Test report shows impact of journal | 10
  • 11. Menu jumping around in NAV 4&5 Right click top menu, select navigation pane options Untick „Track active windows‟ NAV Tips and Tricks – 45 in 45 | 11
  • 12. Creating same documents each month? Use Copy Document function From sales or purchase document functions/copy document NAV Tips and Tricks – 45 in 45 | 12
  • 13. Find Manual Entries in Control Account Filter for “System-Created Entry” = No NAV Tips and Tricks – 45 in 45 | 13
  • 14. Basic calculations in amount fields +-*/ may be used in amount fields. e.g. 115*20/23 Only the result is retained NAV Tips and Tricks – 45 in 45 | 14
  • 15. Create Journal with GST Use journal batch ticked to copy GST setup GST fields default from account. Enter amount as GST inclusive figure Posting will create both GST ledger and General ledger entries NAV Tips and Tricks – 45 in 45 | 15
  • 16. General Posting Type Error on General Journal These GST fields all work together. If you have one of them, you must also have the others. NAV Tips and Tricks – 45 in 45 | 16
  • 17. Account Schedule Row Naming Row numbers don‟t have to be unique NAV Tips and Tricks – 45 in 45 | 17
  • 18. Column Layout for all months in current fiscal year Comparison Period Formula = FY[n] NAV Tips and Tricks – 45 in 45 | 18
  • 19. Put vendor entry on payment hold Type anything into „Hold‟ field. Will not be selected for payment until cleared. Remember can also edit the due date here. NAV Tips and Tricks – 45 in 45 | 19
  • 20. Change to enter on GST inclusive / exclusive basis „Prices include GST‟ defaults from customer / vendor but can be changed on a document NAV Tips and Tricks – 45 in 45 | 20
  • 21. Point user/report combinations at a printer NAV 4/5: Administration / Applic Setup / General NAV Tips and Tricks – 45 in 45 | 21
  • 22. New and Cool
  • 23. Change Default Filter Field for Data Entry Open the lookup (F4), Arrow down into the lookup, Arrow across to move the funnel Click option to save Next time will auto filter on name NAV Tips and Tricks – 45 in 45 | 23
  • 24. Menu Search Click screen name or report to open it, Or click on menu path to open that menu NAV Tips and Tricks – 45 in 45 | 24
  • 25. Share data with non NAV user Email option creates .html file, Excel option normally better NAV Tips and Tricks – 45 in 45 | 25
  • 26. Create link to page to send to NAV user Page/copy link to page Paste into email or document NAV Tips and Tricks – 45 in 45 | 26
  • 27. Keyboard Shortcuts Key Right Arrow Left Arrow Up Arrow Down Arrow Delete Esc End Home Action Move to the next field or character Move to the previous field or character Move to the field above in the same column Move to the field below in the same column Clear selected text Close the window or undo the data entry Move to the last field on a line Move to the first field on a line Key Action Key Action F1 Open Help Shift+F1 View error message F2 Edit Shift+F3 F3 Select Type to filter (field filter) Shift+F4 Select Show Results (FlowFilter) Open a lookup window (from an ellipsis button) F5 Drop-down or look up to select Refresh the active window F6 Go to the next frame Shift+F8 Drop-down or look up to view F7 Display statistics Shift+F9 Post and print F8 Copy the field above Shift+F10 Display a shortcut menu Post Shift+F11 Apply entries, get source documents, or get warehouse documents F4 Tab Move to the next field on non-line FastTabs F9 Enter Move to the next editable field F10, Alt F12 NAV Tips and Tricks – 45 in 45 Search help for „Keyboard Shortcuts‟ Select the menu bar and display access keys Select the navigation pane Shift+F6 Go to the previous frame Shift+F7 Open the related card Shift+F12 Shift+Tab Open the Role Center from the navigation pane Move to the previous field | 27
  • 28. Keyboard Shortcuts Key Continued Action Collapse or expand the ribbon Key Action Ctrl+C Copy Ctrl+F2 Create a new document Ctrl+E Export to Microsoft Office Excel Ctrl+Page Up Display previous document or card in a list Ctrl+F3 Select Search pages Ctrl+L Show links Ctrl+Up Arrow Move up while the selected line stays selected Ctrl+F4 Look up to the related list Ctrl+N Create a new record Ctrl+Down Arrow Move down while the selected line stays selected Ctrl+F7 View entries Ctrl+O Open the company Ctrl+Left Arrow Move to the first field on a line Ctrl+F9 Release document Ctrl+P Print Ctrl+Right Arrow Move to the last field on a line Ctrl+F10 Select the ribbon and display key tips Ctrl+T Select sorting Ctrl+Alt+F1 Open the About this Page/Report window (Zoom) Ctrl+F11 Reconcile or split lines Ctrl+V Paste Ctrl+Delete Delete the selected line Ctrl+F12 Select the address bar Ctrl+W Export to Microsoft Office Word Ctrl+Home Move to the first line in a list Ctrl+X Cut Ctrl+End Move to the last line in a list Ctrl+Z Undo Ctrl+Enter Save and close window (equivalent to choosing the OK button) Ctrl+F1 NAV Tips and Tricks – 45 in 45 Action Display next document or card Ctrl+Page Down in a list Key | 28
  • 29. Keyboard Shortcuts Continued Action Display access keys in the ribbon Toggle to display/hide FactBoxes Key Action Key Ctrl+Insert Insert new line Alt Ctrl+Shift+F3 Select Limit totals to (table filter) Alt+F2 Ctrl+Shift+A Clear all filters Alt+F3 Filter to the value in the field Ctrl+Shift+C Copy Rows Alt+F4 Close window or close program Ctrl+Shift+D Show dimensions Alt+F6 Collapse or expand the active frame Ctrl+Shift+K Edit list Alt+F10 Ctrl+Shift+L View list Alt+F12 Ctrl+Shift+R Ctrl+Shift+Q Ctrl+Shift+V Ctrl+Shift+W NAV Tips and Tricks – 45 in 45 Open a card or a document in View mode Collapse/expand a line in a hierarchy Paste rows Open a list place in a separate window Display the Actions menu of the active frame Optimize space for the current page Alt+A Alt+R Display the Reports menu Display the Microsoft Dynamics NAV menu Go to the previous Alt+Left Arrow window in the navigation history Go to the next window in Alt+Right the navigation history Arrow Move to the field below without opening the Alt+Enter drop-down menu Toggle between open Alt+Tab windows Alt+M Display the Related Information menu Ctrl+Shift+Enter Action Display the Actions menu Alt+I Key Save and close the window and open a new window | 29
  • 30. Send Report to your Role Centre Ribbon Right click on any report menu item, Select „Add to reports on Role Centre ribbon‟ NAV Tips and Tricks – 45 in 45 | 30
  • 31. Send List to your home menu Right click on any list menu item, Select „Add to Navigation Pane‟ NAV Tips and Tricks – 45 in 45 | 31
  • 32. Save Filtered Lists to Role Centre Filter your list, Select menu option to save Give it a name NAV Tips and Tricks – 45 in 45 | 32
  • 33. Navigate using address bar You can drilldown on components of the address bar NAV Tips and Tricks – 45 in 45 | 33
  • 34. Navigate using forward / back buttons Click forward or back NAV Tips and Tricks – 45 in 45 Or drilldown to select from history | 34
  • 35. Display Company & Database on top of screen Setup on Company Information Use to indicate if in test/dev/live system NAV Tips and Tricks – 45 in 45 | 35
  • 36. Filter to this Value Right click on any value in a list, and select „filter to this value‟. NAV Tips and Tricks – 45 in 45 | 36
  • 37. Using Notes as Internal Communication Enter a note against a record and tick „notify‟. Note appears on Role Centre with link to open the record NAV Tips and Tricks – 45 in 45 | 37
  • 38. Copy & paste journal lines from Excel Copy data from Excel Right click journal line, select „paste rows‟ Pasted into NAV journal Note: need same columns in same order NAV Tips and Tricks – 45 in 45 | 38
  • 39. One Click to Highlight Value in a Field Highlight field input value by clicking on the field name NAV Tips and Tricks – 45 in 45 | 39
  • 40. Use Templates when manually creating masterfiles Custom templates can be used to default different values NAV Tips and Tricks – 45 in 45 | 40
  • 41. Control tabbing sequence for data entry When selecting fields to display on card and list pages, untick „Quick entry‟ to skip. On card and list pages, pressing Enter will jump to next field ticked as „Quick Entry‟. NAV Tips and Tricks – 45 in 45 | 41
  • 42. Freeze panes on list screens Add freeze pane to list screen when showing/hiding columns NAV Tips and Tricks – 45 in 45 | 42
  • 43. Skype Integration Skype username can be entered into the Phone No. field In NAV. Click the icon to initiate call NAV Tips and Tricks – 45 in 45 | 43
  • 44. Maps Integration Online maps can be accessed from Masterfiles, based on the address listed in the card. NAV Tips and Tricks – 45 in 45 | 44
  • 45. Select all rows It‟s back! Select all rows by clicking in top left corner of list NAV Tips and Tricks – 45 in 45 | 45
  • 46. Windows feature to show hot keys works in NAV F10 to show menu shortcuts Then Shift+letter to show next level Just like Office! NAV Tips and Tricks – 45 in 45 | 46
  • 47. Super User import export tool Configuration packages allow user defined import/export from/to Excel NAV Tips and Tricks – 45 in 45 | 47
  • 48. Super User view table data Configuration packages allow user to view all records NAV Tips and Tricks – 45 in 45 | 48
  • 49. Import to validation area before updating tables Configuration packages allow viewing and correction of errors NAV Tips and Tricks – 45 in 45 | 49
  • 50. Apply defaults and make fields mandatory when importing Configuration package allows assignment of master template to be used by import NAV Tips and Tricks – 45 in 45 | 50
  • 51. Make all column headings 3 high Save yourself the hassle, make them all 3 high. (Right click column headings) NAV Tips and Tricks – 45 in 45 | 51
  • 52. Limit access to single company Other companies will not appear on list NAV Tips and Tricks – 45 in 45 | 52
  • 53. Test
  • 54. Which Version? NAV Tips and Tricks – 45 in 45 | 54
  • 55. Which Version? NAV Tips and Tricks – 45 in 45 | 55
  • 56. Which Version? NAV Tips and Tricks – 45 in 45 | 56
  • 57. Which Version? NAV Tips and Tricks – 45 in 45 | 57
  • 58. Which Version? NAV Tips and Tricks – 45 in 45 | 58
  • 59. Which Version? NAV Tips and Tricks – 45 in 45 | 59
  • 60. Thank you
  • 61. Any questions?