microsoft dynamics nav - bdo it...

Microsoft Dynamics NAVd kTips and Tricks

8th Annual BDO Connections Conference

Michael StranzDavid LessardAndrew HazenKevin Yeung

11 June 2013


Thank you to our GOLD sponsors:

ObjectivesObjectives

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 userstricks – they are aimed at the end users.

Here we go………


2Thank you to our GOLD sponsors:

Microsoft Dynamics NAVMicrosoft Dynamics NAVTip and Tricks

Broken down by Category:Broken down by Category:

• General Tips• Industry Solutions




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

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

-language




Search BoxSearch Box




NavigationNavigation




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

• Company Information




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

• Customize Navigation Pane



Microsoft Dynamics NAV

Customize Outlook Part

Microsoft Dynamics NAVTip and Tricks

Customize Outlook Part

• Choose what you want to display in Outlook




Hot KeysHot 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

These all work in Web and SharePoint client




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




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

C l % % t % it % dCan also use %me, %mycustomers, %myitems, % myvendors




7 Save Filters for later use7. Save Filters for later use

• CustomersSave View As




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

• Click on the field label and the entire field gets highlighted




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

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




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




Rebilling of an invoiceRebilling of an invoice




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

• Look at the FUNNELLook at the FUNNEL• Then click SET AS DEFAULT COLUMN FILTER




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




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




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

• Make the first column the column to filter by – see Customer List and change Name to 1st columnchange Name to 1st column




Wild Cards in FiltersWild Cards in Filters

* > < <> @ ? > < <> @ ?




Date FormulasDate Formulas

• Use W, T, MO, 28 etc




Math in CellsMath in Cells

• + - / * / • e.g. 99*.75




Copy and Paste RowsCopy and Paste Rows• Works in NAV and Excel




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




Freeze Panes in Lists and SubformsFreeze Panes in Lists and Subforms

• also works on List Pages like Customer




Fact BoxesFact Boxes




Skype IntegrationSkype Integration




GL Budgets


GL Budgets

1. Export first, then import.2 Wh d di i lid 2. When exported dimensions, validate your

data against the provided drop downs3. Clear the formats from your numbers

– use GENERAL4. Watch the “Add Entries”

and the “Replace Entries” option




Payment Terms


Payment Terms

1. Vendors and customers use same table2 Pay on first day of month (e g Rent) CM+1D2. Pay on first day of month (e.g. Rent) CM+1D3. Need rent cheque 3 days early CM-3D4. Due the last day of the month D315. Always due on the next month on the 15th CM+15D5. Can change the due date of invoice in the ledger entries




Reconciliation Accounts


Reconciliation Accounts

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




Foreign Currency GL Accounts


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




Account Schedules – Column Layouts


Cheat Sheet of layouts (21 layouts)




Dimensions


- Powerful feature of NAV

- Think out of the box at tedious tasks:SRED ti- SRED reporting

- Responsible Person- Projects OR




How to Easily Export & Share Information with Colleagues Who Do Not How to Easily Export & Share Information with Colleagues Who Do Not Have Microsoft Dynamics NAV Access




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




Aging Buckets for Aged Trail Balance


Aging Buckets for Aged Trail BalanceQuestion #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 shipped and therefore the date you provided on the invoice to the customer. Any payment terms defined on the account will use the document date to calculate the due date.




On Line MapsOn Line Maps




Credit CardsCredit Cards




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




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




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




Switching CompaniesSwitching Companies




Change LogsChange Logs




Change Logs ResultsChange Logs Results




Data CompressionData Compression

- Departments/Administration/IT Administration/Data Deletion/Date Compression




PicturesPictures




Available to Promise/Capable to PromiseAvailable 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• CTP – no PO’s issued – how long to get from the vendor or be produced




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




Modifying the ScreensModifying the Screens




Item Availability TimelineItem Availability Timeline

- Show Inventory Availability Timeline




Data Migration tools/Configuration packageData 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




ClientIntegration with MS CRM

Tip and Tricks

Connector terC

R

CRM Web Services

NAV Web Services

Connector for Microsoft

Dynamics®

NAV

Ada

ptR

M A

dapterDatabase

Dynamics®

CRM Database Database

Dynamics®

NAV Database

Connector Database



Microsoft Dynamics NAVTip and TricksIntegration with MS SharePointTip and Tricks

Integration into Themes & Microsoft

SharePoint• Take advantage of the

b d b f

Branding

Microsoft SharePoint l dbusiness 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

• Microsoft SharePoint Extranet




Help when you need itHelp when you need it

Also use Google and Bing




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

Built for consolidation scenarios




QR Codes in NAVQR Codes in NAV

https://mbs.microsoft.com/customersource/downloads/taxupdates/MSDNAV2009SP1ElectronicInvoice



Three Tier Architecture in NAV 2013

ient

Tie

r Role Tailored Role Tailored ClientClient

Thin ClientRi h U I t f C

li Form BuilderForm Builder Data BinderData Binder Rich User Interface on clients

eTi

er

Web ServicesWeb Services Client Client ServicesServices

M t d tM t d t

Authorisation / Authentication

Serv

ice

ApplicationApplication Meta data Meta data providerprovider

Class LibraryClass LibraryBusiness Logic

D i NAV S

Microsoft SQL ServerMicrosoft SQL Serverabas

eie

r Database

Dynamics NAV Server



Web Services in NAV2009

Microsoft SQL ServerMicrosoft SQL Server

Dat

a Ti

Industry Solutionsd kTips and Tricks




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

http://www.wennsoft.com/




ProphixProphix- CPM- Consolidations- Budgeting – Personnel, line itemsBudgeting Personnel, line items- Works with NAV and AX

h hhttp://www.prophix.com




TargitTargit- Business Intelligence- Dashboards

A l ti- Analytics- Works with NAV and AX

http://www.targit.com




MetaViewerMetaViewer- Paperless ERP- Documents available for reviewing

W k ith GP NAV d AX- Works with GP, NAV and AX

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




Office 365 IntegrationOffice 365 Integration- Business Intelligence- Dashboards- Analytics- Works with NAV and AX




Management ReporterManagement Reporter- Financial Reporting Tool- FREE

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




Jet ReportsJet Reports- Excel based BI tool- FREE (Express)

http://www.jetreports.com/



http://www.jetreports.com/


LS RetailLS Retail- #1 retail solution for NAV- Remote store / central control

http://www.lsretail.com




Cost ControlCost Control- Easy POS- Quality Control

B i S h t- Business Snapshot- Pop Up Notes- ECM

http://costcontrolsoftware.com/




Expand ITExpand-IT- Manage user logins- Mobile Service

W b Sit I t g ti- Web Site Integration

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




LanhamLanham- EDI- E-Ship

E R i- E-Receive- E-Packing- ADCS and Warehousing

Ad d F ti- Advanced Forecasting

http://www.lanhamassoc.com/p




Helpful NAV LinksHelpful NAV Links

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

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

- http://www.mibuso.com/

- CustomerSource



THANK YOU TO ALL OUR SPONSORSTHANK YOU TO ALL OUR SPONSORS



Questions

