Application Help for Microsoft Dynamics NAV 2013
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 2013 |
Practice end-to-end business processes in the demonstration company. |
|
Benefit from RoleTailored design. |
|
Start using Microsoft Dynamics NAV. |
|
Modify Microsoft Dynamics NAV to support accessibility. |
|
Use Help to learn more about Microsoft Dynamics NAV. |
Working with Microsoft Dynamics NAV
| To | See |
|---|---|
Welcome to the sample database. |
|
Adjust the layout of the UI to suit your work needs. |
|
Use Microsoft Dynamics NAV data entry and navigation tools. |
|
Use standard Microsoft Dynamics NAV functionality. |
Setup and Administration
| To | See |
|---|---|
Support your setup decisions with recommendations for selected fields that are known to potentially cause the solution to be inefficient if set up incorrectly. |
|
Define the configuration for new companies. |
Set Up a Company With RapidStart Services for Microsoft Dynamics NAV |
Configure UI layouts to match your workflow and apply security rules. |
|
Add users and manage permissions and access to data. |
Enhancing Your Productivity
| To | See |
|---|---|
Use credit cards with Microsoft Dynamics NAV. |
|
Use Microsoft Office. |
|
Use Microsoft Dynamics CRM. |
Integrating Microsoft Dynamics NAV with Microsoft Dynamics CRM |
Work with Outlook. |
|
Keep track of email interactions. |
Exploring Departments
| 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. |
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. |