Microsoft Dynamics NAV

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Inventory Item Type in Dynamics NAV

By |April 11th, 2017|Blog, Microsoft Dynamics NAV|

Set up items as either Inventory or Service in Dynamics NAV With each product release, Microsoft continues to add new features and functionality to its superb Dynamics NAV product. If you are a part of an organization that doesn’t upgrade each time a new release is available, keep in mind that these new features may [...]

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How to Track Cash Flow in Dynamics NAV 2017

By |March 14th, 2017|Blog, Microsoft Dynamics NAV|

How to Track Cash Flow in Dynamics NAV Are you looking for a better way to analyze the cash in your organization? Then take a look at the Cash Flow features available in Microsoft Dynamics NAV 2017. The Cash Flow module in Dynamics NAV allows you to analyze your cash position, integrating data from the [...]

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Add a Three-Dimensional Chart in NAV

By |February 7th, 2017|Blog, Microsoft Dynamics NAV|

How to Build a Three-Dimensional Chart in Microsoft Dynamics NAV Last week's blog on Creating Advanced Charts in Dynamics NAV dealt with two-dimensional charts, but you can also add a third dimension. Select one Amount and one Dimension from the lower right as before. Then select another Dimension from the lower left-hand corner.  Here we have a chart that shows Sales Order Amount by Salesperson and State:  If you left click on the chart, you can [...]

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Create Advanced Charts in Dynamics NAV

By |January 26th, 2017|Blog, Microsoft Dynamics NAV|

How to Create Advanced Charts in Dynamics NAV Microsoft Dynamics NAV has many pages with list views: Customers, Items, Vendors, Sales Orders and Purchase Orders, to name a few. However, it can be useful to have a quick visualization of some important business metrics without having to filter the list data. Today, you’ll see how [...]

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NAV Custom Document Layouts

By |January 24th, 2017|Microsoft Dynamics NAV|

How to set up custom document layouts in Dynamics NAV Did you miss this great 2016 feature of Dynamics NAV? Every time Microsoft releases a new version of one of their premier Dynamics solutions, they pack it full of helpful features. Sometimes, it’s hard to keep track of all the new little tidbits that are [...]

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How to Add Charts in Dynamics NAV

By |December 13th, 2016|Microsoft Dynamics NAV|

Adding Charts to Role Centers and List Pages in Microsoft Dynamics NAV Charts in Microsoft Dynamics NAV can serve as great first-glance tools for key activities in your business such as year-to-date sales, open invoices, sales by salesperson and so on. Many charts are already imbedded in NAV, but did you know that you can change [...]

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Set Up Account Balances in Dynamics NAV

By |November 29th, 2016|Microsoft Dynamics NAV|

How to Set Up Bank Account Beginning Balances in Dynamics NAV Primary Goal: Establish the Bank Account's sub ledger detail in a manner which prepares for processing future bank reconciliations. To do this, you'll need to account for the following items: Ending Bank Balance Outstanding checks Outstanding deposits/other transactions Success Criteria: At the end of [...]

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Configure NAV Demo in Azure: Part 3 — Testing

By |September 22nd, 2016|Microsoft Dynamics NAV|

How to Manually Configure a NAV Demo Virtual Machine in the New Azure Portal: Part 3 — Testing We have already walked through the steps on how to manually configure a NAV demo virtual machine in Azure, including how to connect to and initialize the new virtual machine. Today we will test the setup and connections. Test the [...]

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How to Configure NAV Demo Virtual Machine: Part 2

By |September 21st, 2016|Microsoft Dynamics NAV|

How to Manually Configure a NAV Demo Virtual Machine in the New Azure Portal: Part 2 Yesterday I detailed the initial steps on how to create a new Azure virtual machine in Microsoft Dynamics NAV.  Today we will: Set up the DNS Name Label Add Inbound Security Rules Connect to the new virtual machine Initialize [...]

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Configure a NAV Demo Virtual Machine in Azure

By |September 20th, 2016|Microsoft Dynamics NAV|

How to Manually Configure a NAV Demo Virtual Machine in the New Azure Portal There are different ways to set up a NAV demo virtual machine. What's outlined below are detailed instructions on how to manually configure a NAV demo machine in the new Azure portal. For a more automated process check out David Worthington's [...]

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