Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future. Learn 45 tips in 45 minutes as Intergen’s Alan Whitton and Craig Keenan take you through how to get the most out of Dynamics NAV 2013.

1. NAV Tips and Tricks
45 in 45
Alan Whitton / Craig Keenan

2. Our agenda
Oldies but Goodies – It‟s always been there
New and Cool

3. Your presenter/s
Alan Whitton
Craig Keenan
Senior NAV Consultant
Practise lead, Dynamics Solutions,
WA

Wgtn based

Perth based

5 years at Intergen

5 years at Intergen

Implementing NAV for 10 +
years,

Implementing NAV for 12+
years

Started on Navision Attain 3.1

Started on Navision Financials
2.6
NAV Tips and Tricks – 45 in 45
| 3

4. Oldies but Goodies
It‟s always been there

5. Use sort key to speed up filtering on
large data sets
Select sort option
Choose a sort key that
contains the field you
are filtering on
Apply your filter
NAV Tips and Tricks – 45 in 45
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6. Faster ways to enter dates
Enter
Result
(Work date = 01/10/13)
Comment
T
16/10/13
T = Today
W
01/10/13
W = Work date
201013
20/10/13
Interpreted as DDMMYY
Gets year from work date
No need to type /
2010
20/10/13
Interpreted as DDMM
Gets year from work date
20
20/10/13
Interpreted as DD
Gets month and year from work
date
P1
01/04/13..30/04/13
Looks up period 1 of work date
year in accounting period table
NAV Tips and Tricks – 45 in 45
| 6

7. Remember you can filter from a card
screen
Click in field
Select filter
button
Enter filter
NAV Tips and Tricks – 45 in 45
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8. Zoom to see all field values for a record
From any record Tools / Zoom (Ctrl+F8)
From NAV 2009 – Help / About this page / table fields
NAV Tips and Tricks – 45 in 45
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9. Payment terms formulas
Enter
Result
(Based on 16/10/13)
Comment
20D
05/11/13
+ 20 Days
D20
20/10/13
Next 20th
CM
31/10/13
CM = end of current month
CM+20D
20/11/13
End of current month plus 20 days
2W
30/10/13
W = Week
+ 2 weeks
NAV Tips and Tricks – 45 in 45
Note: sequence
makes a
difference
| 9

10. Use reconciliation account to view
effect of unposted journal
Tick as reconciliation account
NAV Tips and Tricks – 45 in 45
Test report shows impact of journal
| 10

11. Menu jumping around in NAV 4&5
Right click top menu, select navigation pane options
Untick „Track active
windows‟
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12. Creating same documents each month?
Use Copy Document function
From sales or
purchase
document
functions/copy
document
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13. Find Manual Entries in Control Account
Filter for
“System-Created
Entry” = No
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14. Basic calculations in amount fields
+-*/ may be used
in amount fields.
e.g. 115*20/23
Only the result is
retained
NAV Tips and Tricks – 45 in 45
| 14

15. Create Journal with GST
Use journal batch
ticked to copy GST
setup
GST fields default from
account. Enter amount as
GST inclusive figure
Posting will create both
GST ledger and General
ledger entries
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16. General Posting Type Error on General
Journal
These GST fields all
work together. If you
have one of them, you
must also have the
others.
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17. Account Schedule Row Naming
Row numbers don‟t
have to be unique
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18. Column Layout for all months in current
fiscal year
Comparison Period
Formula = FY[n]
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| 18

19. Put vendor entry on payment hold
Type anything into
„Hold‟ field.
Will not be
selected for
payment until
cleared.
Remember can
also edit the due
date here.
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20. Change to enter on GST inclusive /
exclusive basis
„Prices include
GST‟ defaults from
customer / vendor
but can be
changed on a
document
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21. Point user/report combinations at a
printer
NAV 4/5: Administration / Applic Setup / General
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22. New and Cool

23. Change Default Filter Field for Data
Entry
Open the lookup
(F4),
Arrow down into the
lookup,
Arrow across to
move the funnel
Click option to save
Next time will auto
filter on name
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24. Menu Search
Click screen name or
report to open it,
Or click on menu
path to open that
menu
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25. Share data with non NAV user
Email option
creates .html
file,
Excel option
normally
better
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26. Create link to page to send to NAV user
Page/copy link
to page
Paste into
email or
document
NAV Tips and Tricks – 45 in 45
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27. Keyboard Shortcuts
Key
Right Arrow
Left Arrow
Up Arrow
Down Arrow
Delete
Esc
End
Home
Action
Move to the next field or
character
Move to the previous field or
character
Move to the field above in
the same column
Move to the field below in
the same column
Clear selected text
Close the window or undo
the data entry
Move to the last field on a
line
Move to the first field on a
line
Key
Action
Key
Action
F1
Open Help
Shift+F1
View error message
F2
Edit
Shift+F3
F3
Select Type to filter (field filter)
Shift+F4
Select Show Results
(FlowFilter)
Open a lookup window (from
an ellipsis button)
F5
Drop-down or look up to
select
Refresh the active window
F6
Go to the next frame
Shift+F8
Drop-down or look up to view
F7
Display statistics
Shift+F9
Post and print
F8
Copy the field above
Shift+F10
Display a shortcut menu
Post
Shift+F11
Apply entries, get source
documents, or get warehouse
documents
F4
Tab
Move to the next field on
non-line FastTabs
F9
Enter
Move to the next editable
field
F10, Alt
F12
NAV Tips and Tricks – 45 in 45
Search help for „Keyboard Shortcuts‟
Select the menu bar and
display access keys
Select the navigation pane
Shift+F6
Go to the previous frame
Shift+F7
Open the related card
Shift+F12
Shift+Tab
Open the Role Center from the
navigation pane
Move to the previous field
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28. Keyboard Shortcuts
Key
Continued
Action
Collapse or expand the
ribbon
Key
Action
Ctrl+C
Copy
Ctrl+F2
Create a new document
Ctrl+E
Export to Microsoft Office Excel
Ctrl+Page Up
Display previous document or
card in a list
Ctrl+F3
Select Search pages
Ctrl+L
Show links
Ctrl+Up Arrow
Move up while the selected line
stays selected
Ctrl+F4
Look up to the related list
Ctrl+N
Create a new record
Ctrl+Down
Arrow
Move down while the selected
line stays selected
Ctrl+F7
View entries
Ctrl+O
Open the company
Ctrl+Left Arrow Move to the first field on a line
Ctrl+F9
Release document
Ctrl+P
Print
Ctrl+Right
Arrow
Move to the last field on a line
Ctrl+F10
Select the ribbon and display
key tips
Ctrl+T
Select sorting
Ctrl+Alt+F1
Open the About this
Page/Report window (Zoom)
Ctrl+F11
Reconcile or split lines
Ctrl+V
Paste
Ctrl+Delete
Delete the selected line
Ctrl+F12
Select the address bar
Ctrl+W
Export to Microsoft Office Word
Ctrl+Home
Move to the first line in a list
Ctrl+X
Cut
Ctrl+End
Move to the last line in a list
Ctrl+Z
Undo
Ctrl+Enter
Save and close window
(equivalent to choosing the OK
button)
Ctrl+F1
NAV Tips and Tricks – 45 in 45
Action
Display next document or card
Ctrl+Page Down
in a list
Key
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29. Keyboard Shortcuts
Continued
Action
Display access keys in the
ribbon
Toggle to display/hide
FactBoxes
Key
Action
Key
Ctrl+Insert
Insert new line
Alt
Ctrl+Shift+F3
Select Limit totals to (table
filter)
Alt+F2
Ctrl+Shift+A
Clear all filters
Alt+F3
Filter to the value in the field
Ctrl+Shift+C
Copy Rows
Alt+F4
Close window or close
program
Ctrl+Shift+D
Show dimensions
Alt+F6
Collapse or expand the active
frame
Ctrl+Shift+K
Edit list
Alt+F10
Ctrl+Shift+L
View list
Alt+F12
Ctrl+Shift+R
Ctrl+Shift+Q
Ctrl+Shift+V
Ctrl+Shift+W
NAV Tips and Tricks – 45 in 45
Open a card or a document in
View mode
Collapse/expand a line in a
hierarchy
Paste rows
Open a list place in a separate
window
Display the Actions menu of
the active frame
Optimize space for the
current page
Alt+A
Alt+R
Display the Reports menu
Display the Microsoft
Dynamics NAV menu
Go to the previous
Alt+Left Arrow window in the navigation
history
Go to the next window in
Alt+Right
the navigation history
Arrow
Move to the field below
without opening the
Alt+Enter
drop-down menu
Toggle between open
Alt+Tab
windows
Alt+M
Display the Related
Information menu
Ctrl+Shift+Enter
Action
Display the Actions menu
Alt+I
Key
Save and close the window
and open a new window
| 29

30. Send Report to your Role Centre
Ribbon
Right click on
any report
menu item,
Select „Add to
reports on Role
Centre ribbon‟
NAV Tips and Tricks – 45 in 45
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31. Send List to your home menu
Right click on
any list menu
item,
Select „Add to
Navigation
Pane‟
NAV Tips and Tricks – 45 in 45
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32. Save Filtered Lists to Role Centre
Filter your
list,
Select menu
option to
save
Give it a
name
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33. Navigate using address bar
You can
drilldown on
components of
the address bar
NAV Tips and Tricks – 45 in 45
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34. Navigate using forward / back buttons
Click forward or
back
NAV Tips and Tricks – 45 in 45
Or drilldown to
select from history
| 34

35. Display Company & Database on top of
screen
Setup on
Company
Information
Use to
indicate if in
test/dev/live
system
NAV Tips and Tricks – 45 in 45
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36. Filter to this Value
Right click on
any value in a
list, and select
„filter to this
value‟.
NAV Tips and Tricks – 45 in 45
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37. Using Notes as Internal Communication
Enter a note
against a
record and tick
„notify‟.
Note appears
on Role Centre
with link to
open the record
NAV Tips and Tricks – 45 in 45
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38. Copy & paste journal lines from Excel
Copy data from Excel
Right click journal line,
select „paste rows‟
Pasted into NAV journal
Note: need same
columns in same order
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39. One Click to Highlight Value in a Field
Highlight field
input value by
clicking on the
field name
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40. Use Templates when manually creating
masterfiles
Custom templates
can be used to
default different
values
NAV Tips and Tricks – 45 in 45
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41. Control tabbing sequence for data entry
When selecting
fields to display on
card and list pages,
untick „Quick entry‟
to skip.
On card and list
pages, pressing
Enter will jump to
next field ticked as
„Quick Entry‟.
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42. Freeze panes on list screens
Add freeze
pane to list
screen when
showing/hiding
columns
NAV Tips and Tricks – 45 in 45
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43. Skype Integration
Skype
username can
be entered into
the Phone No.
field In NAV.
Click the icon
to initiate call
NAV Tips and Tricks – 45 in 45
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44. Maps Integration
Online maps
can be
accessed from
Masterfiles,
based on the
address listed
in the card.
NAV Tips and Tricks – 45 in 45
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45. Select all rows
It‟s back!
Select all
rows by
clicking in
top left
corner of list
NAV Tips and Tricks – 45 in 45
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46. Windows feature to show hot keys
works in NAV
F10 to show
menu
shortcuts
Then
Shift+letter to
show next
level
Just like
Office!
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47. Super User import export tool
Configuration
packages allow
user defined
import/export
from/to Excel
NAV Tips and Tricks – 45 in 45
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48. Super User view table data
Configuration
packages allow
user to view all
records
NAV Tips and Tricks – 45 in 45
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49. Import to validation area before
updating tables
Configuration
packages allow
viewing and
correction of
errors
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50. Apply defaults and make fields
mandatory when importing
Configuration
package allows
assignment of
master template to
be used by import
NAV Tips and Tricks – 45 in 45
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51. Make all column headings 3 high
Save yourself the
hassle, make them all
3 high.
(Right click column
headings)
NAV Tips and Tricks – 45 in 45
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52. Limit access to single company
Other companies
will not appear on
list
NAV Tips and Tricks – 45 in 45
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53. Test

54. Which Version?
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55. Which Version?
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56. Which Version?
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57. Which Version?
NAV Tips and Tricks – 45 in 45
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58. Which Version?
NAV Tips and Tricks – 45 in 45
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59. Which Version?
NAV Tips and Tricks – 45 in 45
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60. Thank you

61. Any questions?