
Easy to Use
Users relate the use of NAV with the other Microsoft product i.e. excel, it’s easy to adopt which translates to increased productivity from the start.
For some quick, nice-to-know tricks, see:
Find things: You can find pages and reports by choosing the Search for Page or Report field in the top right corner of the address bar. If you use Dynamics NAV in a browser, look for the Search for Page or Report icon instead.
When you start typing characters, a drop-down list shows page names containing the character(s) you type. The drop-down list changes as you type more characters, and you can select the correct page from the list when it is displayed. The second column in the drop-down list shows the navigation paths to the found pages. There is also a link that enables you to search the help for the characters that you typed.
Searching, Filtering, and Sorting Lists: When you want to search for data, such as customer names, addresses, or product groups, you enter criteria. In search criteria you can use all the numbers and letters that you normally use in the specific field. In addition, you can use special symbols to further filter the results. There are two ways to search: using the Quick Filter or column filters.
Sorting makes it easy for you to get a quick overview of your data. If you have many customers, for example, you can choose to sort them by Customer No., Customer Posting Group, Currency Code, Country Region Code, or Sales Tax Registration No. to get the overview you need.
To sort a list, you can either choose a column heading text to toggle between ascending and descending order, or choose the small downs arrow in the column heading, and then choose Ascending or Descending.
Entering Data: When you enter data on pages, certain fields are marked with a red asterisk. The red asterisk means that the field must be filled to complete a certain process that uses the field, such as posting a transaction that uses the value in the field.
Even though the field contains a red asterisk, you are not forced to fill the field before you continue to other fields or close the page. The red asterisk only serves as a reminder that you will be blocked from completing a certain process.
When entering numbers into quantity fields, such as the Quantity field on an item journal line, you can enter the formula instead of the sum quantity.
You can enter dates and times in all the fields that are specifically assigned to dates (date fields). You can enter dates with or without separators.