1. How to Customize Columns in Dynamics NAV Sometimes it can be frustrating to open a list of data in Microsoft Dynamics NAV and see multiple columns of information that you don’t need — or worse, not see the columns you really do need! Not everyone in your company needs to see all the same details on a given list. Thankfully, Dynamics NAV is super customizable and allows each user to determine how a list appears for them. In a List view, you can: Choose Columns and arrange them in ascending/descending order to best organize the information relevant to you. Choose Header Height Apply your customized settings from one list to all Lists. As the below screenshots illustrate, simply click on the arrow next to Choose Header Height and … [Read more...] about NAV Tips & Tricks
Boyer hires new Dynamics NAV Practice Leader
Brett Barabash joins growing NAV practice Boyer & Associates now has a full-time manager for our growing Dynamics NAV practice. We are pleased to announce Brett Barabash of Rosemount as our new Dynamics NAV Practice Leader starting Sept. 1. Barabash will lessen the workload for Marcus Haug, who was doing double-duty overseeing both our NAV team and overall operations. Barabash has 10 years of experience with Dynamics NAV, most recently as the software development manager for Solution Dynamics. He first met the Boyer staff about 12 years ago. His employer at the time, Tappe Construction, had recently implemented Dynamics SL (then known as Solomon) and brought in Boyer & Associates to support the new software. “(Boyer is) a very … [Read more...] about Boyer hires new Dynamics NAV Practice Leader
Boyer Hires New Dynamics NAV consultant
Karen Hippen brings 20 years of experience to NAV consulting team Boyer & Associates is pleased to announce the addition of a new consultant to our Dynamics NAV team. Karen Hippen of Prior Lake has 20 years of experience in the computer software industry and has been working with Microsoft’s Dynamics NAV software since 2009. “I find (NAV) easy to use. It seems like users can get around fairly easily,” Hippen said. “It’s easy to make configuration changes that don’t cause a lot of headaches with upgrades.” She’s noticed in the last few years as the platform has stabilized that there are fewer technical changes between versions so upgrades are a much smoother process. In her previous job as applications manager at Mid-States … [Read more...] about Boyer Hires New Dynamics NAV consultant
NAVUG Summit is Oct. 10-13
The Microsoft Dynamics NAV User Group (NAVUG) will host its annual conference this fall. The NAVUG Summit is Oct. 10-13 in Nashville, Tenn. NAVUG Summit is one of three key conferences for users of Microsoft Dynamics NAV. The Summit event is the largest of the three events and focuses on “peer-to-peer networking and education.” Microsoft is the charter sponsor for the event, which is designed for all users of the company’s Dynamics NAV software. The event promises educational opportunities for administrators, IT and finance personnel, developers, NAV end-users and more. The conference features more than 175 sessions broken up into tracks based on attendees’ industry, job role, skill level and software version. For example, an attendee … [Read more...] about NAVUG Summit is Oct. 10-13
Dynamics NAV updates now available
Article Update: Cumulative Update 07 for NAV 2017 is now available. In case you haven’t heard, Microsoft recently released several cumulative updates for Dynamics NAV. The following updates are now available: - Cumulative Update 05 for NAV 2017 - Cumulative Update 18 for NAV 2016 - Cumulative Update 30 for NAV 2015 - Cumulative Update 42 for NAV 2013 R2 - Cumulative Update 49 for NAV 2013 Each cumulative update includes all application and platform hotfixes that have been released for that version, as well as all regulatory features for the version. According to Microsoft, cumulative updates typically address specific issues that some clients have had with the solution. To determine whether an update might address an issue you … [Read more...] about Dynamics NAV updates now available
Inventory Item Type 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 not be highlighted in the documentation of the release with which you are working. One of the features that appeared in NAV several versions back is an Item Type on an inventory item. This feature allows an item to be set up one of two ways: As an Inventory item, functionality with which we are already familiar As a Service item The Service type items allow the system what some refer to as non-stock items. Service items can be purchased and sold, allowing for standard item … [Read more...] about Inventory Item Type in Dynamics NAV
How to Track Cash Flow in Dynamics NAV 2017
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 following sources: General Ledger account balances General Ledger budgets Receivables transactions Purchasing transactions Planned incomes and expenses This illustration outlines the process: Within the Cash Flow modules, a cash flow chart of accounts is configured and mapped to your General Ledger chart of accounts, allowing the cash flow process to combine like accounts from the General Ledger. A second set of payment terms can be assigned to customers and … [Read more...] about How to Track Cash Flow in Dynamics NAV 2017
Add a Three-Dimensional Chart in 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 move the chart's angle to change the view to your liking. If you want to print this chart or save it to imbed in a document, right click on the chart and the Print and Save Picture As options will appear. To save the chart in Dynamics NAV, select Customize. This brings you to the Generic Chart Customization where you can add an Axis Title and … [Read more...] about Add a Three-Dimensional Chart in NAV
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 to successfully change a list view to a chart view and how to customize a chart. For our example, we’ll deal with Sales Orders, which are seen in the list view below. First, click on Show as Chart in the ribbon to replace the list view with the chart view. You’ll find that no chart is displayed, however, and this is where many users get discouraged. So what’s going on here? You first need to pick out the metrics you want to see in the chart. Start by … [Read more...] about Create Advanced Charts in Dynamics NAV
NAV Custom Document Layouts
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 intended to help you do business that more efficiently. Here’s a neat little feature we almost missed so we want to make sure you don’t: With Dynamics NAV 2016, Microsoft added the ability to set up custom document layouts for each customer. This means that each customer can have a custom Quote, Order Confirmation, Invoice, Credit Memo or Statement, as shown below. If you need help setting up this feature, contact our support team today by emailing navsupport@boyerassoc.com. … [Read more...] about NAV Custom Document Layouts
