Microsoft Dynamics NAV

/Microsoft Dynamics NAV

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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Two Ways to Create a NAV Demo Environment

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

Pluses and Minuses for Different Methods of Creating a NAV Demo Virtual Machine This likely comes as no surprise, but there are different ways to set up a NAV demo virtual machine in Azure. In today’s blog I'm going to focus on two methods, which I'll refer to as the short method and the longer [...]

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Quick Start Tips: Windows PowerShell ISE

By |July 19th, 2016|Blog, Microsoft Dynamics NAV|

Quick Tips to Getting Started with Windows PowerShell ISE for Dynamics NAV I wish I had access to some quick start tips when I first started learning how to use Windows PowerShell ISE to administer Microsoft Dynamics NAV. With that in mind, this blog offers some quick tips to get you started. From here on [...]

Create New Records in NAV RapidStart Part 2

By |July 7th, 2016|Blog, Microsoft Dynamics NAV|

Validating New Records in NAV RapidStart Follows Same Process As Mass Updates Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV. Today we are going to review steps 6-8 as they apply to new records. We will import our Excel file into NAV, validate it, resolve any errors and [...]

Create New Records in NAV RapidStart

By |June 29th, 2016|Blog, Microsoft Dynamics NAV|

Adding New Records in NAV RapidStart Follows Same Process As Mass Updates Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV. For this week’s blog, we’re going to take a short detour to add new items to the Item Card. Adding new records is similar to performing a mass [...]