Dynamics NAV

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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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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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Microsoft unveils specifics of Dynamics 365

By |October 19th, 2016|ERP Events, Industry News, Microsoft Dynamics 365|

Microsoft Senior Director Angela Bandlow gives an interview on Dynamics 365, which is expected to release Nov. 1. Cloud-based product caters to smaller companies with app-based subscriptions Touted by Microsoft as the “next generation of intelligent business applications,” Dynamics 365 is set to release Nov. 1. The company’s latest offering combines features of enterprise resource [...]

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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 [...]

Mass Updates in NAV RapidStart Step 6

By |June 14th, 2016|Blog, Microsoft Dynamics NAV|

Import Excel File Into Nav and Prepare to Make Mass Changes in RapidStart Services Hello and welcome back to our blog series on how to use RapidStart Services in Microsoft Dynamics NAV. In this post we are going to work on importing the Excel file into NAV (step 6 of the 10-step process). At this [...]

Mass Updates in NAV RapidStart: Steps 1 & 2

By |May 25th, 2016|Blog, Microsoft Dynamics NAV|

Get Started With Steps 1 and 2 For Mass Updates in NAV RapidStart Welcome to Part 2 in a series of blogs on how to make mass changes and additions to data in Dynamics NAV. If you missed Part 1, you can read it here. In this blog we will look at the first two [...]