Microsoft Dynamics NAV

(1)

Microsoft Dynamics NAV

d k

Tips and Tricks

8th _{Annual BDO Connections Conference}

Michael Stranz David Lessard Andrew Hazen Kevin Yeung 11 June 2013

8th_{Annual BDO Connections Conference}

(2)

Objectives 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

tricks – they are aimed at the end users. Here we go………

(3)

Microsoft Dynamics NAV Microsoft Dynamics NAV

Tip and Tricks

Broken down by Category: Broken down by Category:

• General Tips

• Industry Solutions

3

(4)

Tip and Tricks

Start Up Parameters: Start Up Parameters:

Allows you to control security and user parameters on startup

Cli t\Mi ft D i N Cli t " fil "O d P ”

Client\Microsoft.Dynamics.Nav.Client.exe "-profile:"Order Processor”

Microsoft.Dynamics.Nav.Client.exe

"DynamicsNAV://<Server/ServerInstance>/Company/DynamicsNAV://<Server/ServerInstance>/Company/RunPage?Page=21" RunPage?Page=21

Client\Microsoft.Dynamics.Nav.Client.exe "-disablepersonalization“ fig

(5)

Tip and Tricks

Search Box Search Box

5

(6)

Tip and Tricks

Navigation Navigation

(7)

Tip and Tricks

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

• Company Information

7

(8)

Tip and Tricks

How to Personalize the Departments Menu in NAV How to Personalize the Departments Menu in NAV

(9)

Microsoft Dynamics NAV

Customize Outlook Part

Tip and Tricks

Customize Outlook Part

• Choose what you want to

display in Outlook

9

(10)

Tip and Tricks

Hot Keys 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 pagesg g g y p g • "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

• <F12> Goes back to Role Centre • <F8> Copy field above

(11)

Tip and Tricks

No need to memorize short cut keys No need to memorize short cut keys

11

(12)

Tip and Tricks

Filter to a Field Value + Advanced Filters + Limit Totals Filter to a Field Value + Advanced Filters + Limit Totals

C l % % t % it % d

(13)

Tip and Tricks

7 Save Filters for later use 7. Save Filters for later use

• CustomersSave View As

13

(14)

Tip and Tricks

One Click to Highlight or Clear a Value in a Field in Dynamics NAV One Click to Highlight or Clear a Value in a Field in Dynamics NAV

(15)

Tip and Tricks

Sharing Customer Vendors GL accounts for companies Sharing Customer, Vendors, GL accounts for companies

Can share a common set of tables which multiple companies can share

15

(16)

Tip and Tricks

Need the weight of a sales order Statistics Need the weight of a sales order – Statistics

(17)

Tip and Tricks

Rebilling of an invoice Rebilling of an invoice

17

(18)

Tip and Tricks

Change the Default Filter in Fields That Take Input Change the Default Filter in Fields That Take Input

• Look at the FUNNELLook at the FUNNEL

(19)

Tip and Tricks

Quick Entry to save Time in forms 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)

Tip and Tricks

NAV 2013 RTC Reports at Your Fingertips NAV 2013 RTC Reports at Your Fingertips

(21)

Tip and Tricks

Search by Description Rather Than Part Number Search by Description Rather Than Part Number

• Make the first column the column to filter by – see Customer List and

change Name to 1st _column

21

(22)

Tip and Tricks

Wild Cards in Filters Wild Cards in Filters

(23)

Tip and Tricks

Date Formulas Date Formulas

• Use W, T, MO, 28 etc

23

(24)

Tip and Tricks

Math in Cells Math in Cells

• + - / * /

(25)

Tip and Tricks

Copy and Paste Rows Copy and Paste Rows

• Works in NAV and Excel

25

(26)

Tip and Tricks

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

(27)

Tip and Tricks

Freeze Panes in Lists and Subforms Freeze Panes in Lists and Subforms

• also works on List Pages like Customer

27

(28)

Tip and Tricks

Fact Boxes Fact Boxes

(29)

Tip and Tricks

Skype Integration Skype Integration

29

(30)

GL Budgets

Tip and Tricks

GL Budgets

1. Export first, then import.

2 Wh d di i lid

2. When exported dimensions, validate your data against the provided drop downs 3. Clear the formats from your numbers

– use GENERAL

4. Watch the “Add Entries”

(31)

Payment Terms

Tip and Tricks

Payment Terms

1. Vendors and customers use same table

2 Pay on first day of month (e g Rent) CM+1D 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 15th _CM+15D

5. Can change the due date of invoice in the ledger entries

31

(32)

Reconciliation Accounts

Tip and Tricks

Reconciliation Accounts

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

(33)

Foreign Currency GL Accounts

Tip and Tricks

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

Tip and Tricks

(35)

Dimensions

Tip and Tricks

- Powerful feature of NAV

- Think out of the box at tedious tasks:

SRED ti

- SRED reporting - Responsible Person

- Projects OR

35

(36)

Tip and Tricks

How to Easily Export & Share Information with Colleagues Who Do Not How to Easily Export & Share Information with Colleagues Who Do Not

(37)

Tip and Tricks

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

37

(38)

Microsoft Dynamics NAV Aging Buckets for Aged Trail Balance Microsoft Dynamics NAV

Tip and Tricks

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. g

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 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

(39)

Tip and Tricks

On Line Maps On Line Maps

39

(40)

Tip and Tricks

Credit Cards Credit Cards

(41)

Tip and Tricks

Credit Cards Credit Cards

41

(42)

Tip and Tricks

Customize Your Printer Settings for Reports in RTC Customize Your Printer Settings for Reports in RTC

(43)

Tip and Tricks

Create Notifications from Task Pages in NAV 2013 Create Notifications from Task Pages in NAV 2013

43

(44)

Tip and Tricks

Setup Templates for Master Records in Dynamics NAV Setup Templates for Master Records in Dynamics NAV

(45)

Tip and Tricks

Switching Companies Switching Companies

45

(46)

Tip and Tricks

Change Logs Change Logs

(47)

Tip and Tricks

Change Logs Results Change Logs Results

47

(48)

Tip and Tricks

Data Compression Data Compression

(49)

Tip and Tricks

Pictures Pictures

49

(50)

Tip and Tricks

Available to Promise/Capable to Promise 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 receiptg p

(51)

Tip and Tricks

Zooming in on a record in NAV Zooming in on a record in NAV

51

(52)

Tip and Tricks

Modifying the Screens Modifying the Screens

(53)

Tip and Tricks

Item Availability Timeline Item Availability Timeline

- Show Inventory Availability Timeline

53

(54)

Tip and Tricks

Data Migration tools/Configuration package 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?y

(55)

Tip and Tricks

Client

Integration with MS CRM

Tip and Tricks

Connector ter C R CRM Web Services NAV Web Services Connector for Microsoft Dynamics® NA V Adap t R M Adapter Database Dynamics® CRM Database Database Dynamics® NAV Database Connector Database

55

(56)

Tip and Tricks

Integration with MS SharePoint

Tip and Tricks

Integration into Themes &

Microsoft SharePoint

• Take advantage of the

b d b f

Branding

 Microsoft SharePoint

l d

business productivity benefits in Microsoft SharePoint

• Microsoft SharePoint Workflows

• Microsoft SharePoint Search th h B i Visualizations and Stylesheets  Capitalize on Branding Investments through Business Connectivity Services • Microsoft SharePoint Workspace • Microsoft SharePoint th ti ti d l bilit authentication and scalability

(57)

Tip and Tricks

Help when you need it Help when you need it

Also use Google and Bing

57

(58)

Tip and Tricks

Leverage SQL 2012 for “Always On” Leverage SQL 2012 for “Always On”

AlwaysOn Availability Groups

for database protection AlwaysOn Failover Cluster Instancesfor instance level protection  Multi-Database Failover

 Multiple Secondaries

 Active Secondaries

 Multisite Clustering

 Flexible Failover Policy

 Improved Diagnostics

 Integrated HA Management

p g

(59)

Tip and Tricks

QR Codes in NAV QR Codes in NAV

https://mbs.microsoft.com/customersource/downloads/taxupdates/MSDNAV200

9SP1ElectronicInvoice

59

(60)

Three Tier Architecture in NAV 2013

ient T ier Role Tailored Role Tailored Client Client Thin Client Ri h U I t f Cl i Form Builder

Form Builder Data BinderData Binder Rich User Interface

on clients

e

Ti

e

r Web ServicesWeb Services

Client Client Services Services M t d t M t d t Authorisation / Authentication Servic e Application

Application Meta data Meta data _provider_provider

Class Library Class Library

Business Logic D i NAV S

(61)

Industry Solutions

d k

Tips and Tricks

61

(62)

Tip and Tricks

WennSoft WennSoft

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

(63)

Tip and Tricks

Prophix Prophix

- CPM

- Consolidations

- Budgeting – Personnel, line itemsBudgeting Personnel, line items

- Works with NAV and AX

h h

http://www.prophix.com

63

(64)

Tip and Tricks

Targit Targit - Business Intelligence - Dashboards A l ti - Analytics

- Works with NAV and AX

(65)

Tip and Tricks

MetaViewer MetaViewer

- Paperless ERP

- Documents available for reviewing

W k ith GP NAV d AX

- Works with GP, NAV and AX

http://www metaviewer com http://www.metaviewer.com

65

(66)

Tip and Tricks

Office 365 Integration Office 365 Integration

- Business Intelligence

- Dashboards

- Analytics

(67)

Tip and Tricks

Management Reporter Management Reporter

- Financial Reporting Tool

- FREE

http://http://www.microsoft.com/dynamics/en/za/products/management-reporter.aspx/

67

(68)

Tip and Tricks

Jet Reports Jet Reports

- Excel based BI tool - FREE (Express)

(69)

Tip and Tricks

LS Retail LS Retail

- #1 retail solution for NAV

- Remote store / central control

http://www.lsretail.com

69

(70)

Tip and Tricks

Cost Control Cost Control - Easy POS - Quality Control B i S h t - Business Snapshot - Pop Up Notes - ECM http://costcontrolsoftware.com/

(71)

Tip and Tricks

Expand IT Expand-IT

- Manage user logins - Mobile Service

W b Sit I t g ti

- Web Site Integration

http://www.expandit.com/p p

71

(72)

Tip and Tricks

Lanham Lanham - EDI - E-Ship E R i - E-Receive - E-Packing

- ADCS and Warehousing

Ad d F ti

- Advanced Forecasting

(73)

Tip and Tricks

Helpful NAV Links Helpful NAV Links

- http://blogs.msdn.com/b/nav/p g

- http://blogs.msdn.com/b/freddyk/

- http://www.mibuso.com/

- CustomerSource

73

(74)

THANK YOU TO ALL OUR SPONSORS THANK YOU TO ALL OUR SPONSORS

(75)

Questions

75