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Microsoft Dynamics NAV supports all typical enterprise resource planning (ERP) activities, such as bookkeeping, sales, and inventory management. Most ERP functionality in Microsoft Dynamics NAV relates to the business tasks that users perform in different company departments, such as the Finance, Sales, and Warehouse departments.

The Help table of contents is also organized by department. Content is presented in a hierarchy of processes that are performed by one or more roles within that department. You can access the same business functionality Help by role where content is presented according to the typical responsibilities of that role.

Area-Specific Setup

Help about each department starts with how to set up the specific application area. To set up features across Microsoft Dynamics NAV, see Setup and Administration and Work with Application-Wide Features.

The following table lists the supported departments, with links to the topics that describe them.

To See

Make and collect payments, collect refunds, process intercompany transactions, prepare year-end closing, manage fixed assets, and manage cash.


Analyze data and budgets, create and set up account schedules, print reports, and provide financial reporting using XBRL.

Business Intelligence

Create and manage contacts, develop a marketing plan, and conduct a marketing campaign.


Manage all common sales processes and information, such as quotes, orders, and returns, and plan and manage different types of customer information and transaction data.


Create master data and attach related item information, and prepare production master data, such as BOMs and routings.

Design and Engineering

Plan the production operations that are required to transform inputs into finished goods.

Operations Planning

Manage purchases, such as quote, order, and return processing, and manage different types of vendor information and transaction data.


Manage and record the physical handling of items that are received at company warehouses.


Ensure an effective flow of goods that are received and shipped and organize and maintain company inventories.

Warehouse Activities

Define shop floor resources and their capacity, fine-schedule operations, pull production components, and execute production operations.


Post sales orders and purchase receipts, receive items for shipping, and ship them.


Schedule service calls and set up service orders, track repair parts and supplies, assign service personnel based on skill and availability, and provide service estimates and service invoices.


Schedule and price resources and track the time a resource uses on various order types using time sheets.

Resource Planning

Provide the information that is needed to manage budgets and monitor job progress.

Project Management

Register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts.

Human Resources