Working with Microsoft Dynamics NAV

When performing business tasks, you interact with data in different ways, such as creating records and entering data, sorting and filtering data, writing notes, and outputting data to other applications. To work more efficiently, you can use keyboard shortcuts to perform tasks without using the mouse.

The following table describes a sequence of tasks, with links to the topics that describe them.

To	See
Establish basic settings for starting and using Microsoft Dynamics NAV.	Change Basic Settings
Filter data in lists and lines by setting different types of filters.	Enter Criteria in Filters
Learn about posting and how to preview posting results.	Post Documents and Journals
View and print reports.	Working with Reports in Microsoft Dynamics NAV
Enter a note, with or without sending a notification to your own role center or a colleague's role center.	Write Notes
Find any page in your installation.	Search
Use search functionality in the web client and tablet client to limit a data set across columns on lists.	Searching for Data
Use Find to search for strings in Microsoft Dynamics NAV.	How to: Use Find/Go to
Use standard facilities to enter text and numbers quickly.	How to: Enter Data
Learn the different page modes and shortcut key combinations that you use to create new lines and cards.	How to: Create New Lines and New Cards
Fill in new master data records quickly by applying templates.	How to: Create Cards by Using Data Templates
Change windows from view mode to edit mode.	How to: Make Windows Editable
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.	Mandatory Fields
Learn how to enter dates and times.	How to: Enter Dates and Times
Learn the rules for entering negative numbers.	Entering Negative Numbers
Learn how the City, Country/Region, and Country fields are automatically filled when you fill the Post Code field.	How the Post Code and City Fields Are Filled
Copy and paste rows using the shortcut menu.	How to: Copy and Paste Rows
Learn keyboard shortcuts for Microsoft Dynamics NAV.	Keyboard Shortcuts
Sort information in grid columns and lists.	Sorting
Add comments to cards or documents as connected text that is carried with the record to posted entries.	Creating Comments
Use Find to search for strings in Microsoft Dynamics NAV.	How to: Use Find/Go to
Use search criteria to find entries and records.	Navigate Window
View all fields and data in the table or report that the page is based on.	Viewing Table Data
View role-specific product and business information.	Connect Online
Attach a hyperlink to a document or website to a specific record, such as a customer card or a document.	How to: Link from Records to External Information or Programs
Copy and use a link to a page.	How to: Copy a Link to a Page
Attach pictures to records, such as an items or resource cards.	How to: Insert Pictures
Set up an indicator on a Cue that changes color as a result of the value in the Cue. The indicator appears as a colored bar along the top border of the Cue tile	How to: Set Up a Colored Indicator on Cues of Your Role Center

See Also

Concepts

Business Functionality
Setup and Administration