Application Help for Microsoft Dynamics NAV 2016
Microsoft Dynamics NAV is a business management solution for small and mid-sized organizations that automates and streamlines business processes. Highly adaptable and rich with features, Microsoft Dynamics NAV enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries.
Getting Started
| To | See |
|---|---|
Find information about enhancements and improvements to Microsoft Dynamics NAV. |
What’s New: Application Changes for Microsoft Dynamics NAV |
Benefit from RoleTailored design. |
|
Modify Microsoft Dynamics NAV to support accessibility. |
|
Practice end-to-end business processes in the demonstration company. |
|
Welcome to the sample database. |
|
Use Help to learn more about Microsoft Dynamics NAV. |
Working with Microsoft Dynamics NAV
| To | See |
|---|---|
Establish basic settings for starting and using Microsoft Dynamics NAV. |
|
Filter data in lists and lines by setting different types of filters. |
|
View and print reports. |
|
Enter a note, with or without sending a notification to your own role center or a colleague's role center. |
|
Find any page in your installation. |
|
Use standard facilities to enter text and numbers quickly. |
|
Learn the different page modes and shortcut key combinations that you use to create new lines and cards. |
|
Fill in new master data records quickly by applying templates. |
|
Change windows from view mode to edit mode. |
|
Learn about the red asterisk on field that must be filled to complete a certain process, such as posting a transaction that uses the value in the field. |
|
Learn how to enter dates and times. |
|
Learn the rules for entering negative numbers. |
|
Learn how the City, Country/Region, and Country fields are automatically filled when you fill the Post Code field. |
|
Copy and paste rows using the shortcut menu. |
|
Learn keyboard shortcuts for Microsoft Dynamics NAV. |
|
Sort information in grid columns and lists. |
|
Add comments to cards or documents as connected text that is carried with the record to posted entries. |
|
Use Find to search for strings in Microsoft Dynamics NAV. |
|
Use search criteria to find entries and records. |
|
View all fields and data in the table or report that the page is based on. |
|
View role-specific product and business information. |
|
Attach pictures to records, such as an items or resource cards. |
|
Set up and use the System Indicator to support working in different instances of Microsoft Dynamics NAV. |
|
Transform pages in Microsoft Dynamics NAV to a Microsoft Word or Microsoft Excel file. |
|
Copy and use a link to a page. |
|
Combine any table or query data with multiple chart properties to create an unlimited number of generic charts that can be accessed by any user from many different places. |
|
Edit existing Role Center charts or set up new variations of specific charts by combining, for example, account schedule lines and columns in multiple ways to provide a large number of different financial performance indicators. |
Setting Up and Administrating Microsoft Dynamics NAV
| To | See |
|---|---|
Define the configuration for new companies. |
Set Up a Company With RapidStart Services for Microsoft Dynamics NAV |
Add users and manage permissions and access to data. |
|
As an administrator, configure the user interface for multiple users by customizing the UI for a profile that the users are assigned to. As a user, personalize the user interface of your personal version of the profile by customizing the user interface under your own user logon. |
|
Enable users to import a specific bank statement or payroll file or export a specific bank payment file. Prepare exchange of data in SEPA bank files by modifying the related SEPA XML schema. |
|
Encrypt data on the Microsoft Dynamics NAV Server by generating new or importing existing encryption keys that you enable on the server. |
|
Support your setup decisions with recommendations for selected fields that are known to potentially cause the solution to be inefficient if set up incorrectly |
Using Business Functionality
| To | See |
|---|---|
Make and collect payments, process intercompany transactions, prepare year-end closing, manage fixed assets, and manage cash. |
|
Analyze data and budgets, create and set up account schedules, and provide financial reporting using XBRL. |
|
Create and manage contacts, develop a marketing plan, and conduct a marketing campaign. |
|
Manage common sales processes and information, such as quotes, orders, and returns. |
|
Create master data and attach related item information, and prepare production master data, such as BOMs and routings. |
|
Plan the production operations that are required to transform inputs into finished goods. |
|
Manage purchases, such as quote, order, and return processing. |
|
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. |
|
Define shop floor resources and their capacity, 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, and track repair parts and supplies. |
|
Schedule resources and adjust resource pricing and time allocation. |
|
Manage project budgets and monitor job progress. |
|
Register and maintain employee information, such as basic employment information and employment. |
|
Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps. |
|
Enable users to exchange data with external sources during daily tasks, such as sending/receiving electronic documents, importing/exporting bank files, and updating currency exchange rates. |
|
Record external documents in Microsoft Dynamics NAV, including their file attachments, and then manually create the related documents or automatically convert the files to electronic documents. |
|
Use Microsoft Office. |
|
Work with Outlook. |
|
Keep track of email interactions. |
|
Use Microsoft Dynamics CRM. |
Integrating Microsoft Dynamics CRM by Using the Connector for Microsoft Dynamics NAV |
Use credit cards with Microsoft Dynamics NAV. |
|
Monitor and collect data based on specific search criteria on different types of social media. |
|
Work across administrative centers by setting up user-specific views of sales and purchase documents related to a particular responsibility center. |
|
Assign unique identification codes to records, such as general ledger accounts, customer and vendor accounts, invoices, and documents. A well-designed numbering system also makes the company more manageable and easy to analyze and can reduce the number of errors that occur in data entry. |
|
Set up standard texts, such as a customer's address, a posting text that is used in journals, or other repeated text that you want to add regularly. |
|
Get maps from an online map service that can show addresses and locations or route directions to customer or vendor locations. |
|
Create descriptions for records, such as accounts, items, resources, and standard texts, which are then automatically added to related documents. |
|
Assign reason codes to most types of transactions to record why transactions are made. |
How to: Use Reason Codes on Sales Documents and Purchase Documents |
Specify the non-working days in your company, so that they are excluded from various schedule calculations. |
Exploring Roles
| To | See |
|---|---|
Access business functionality Help that is organized by role in a company. The role-specific process overviews provide an alternative to the Departments Help structure. |
Troubleshooting
| To | See |
|---|---|
Get help to resolve specific problems using Microsoft Dynamics NAV. |
Understanding Designs
| To | See |
|---|---|
Get deeper insight into complex feature areas to implement, customize, or set up the feature area in question. |