ArcherPoint Dynamics Developer Digest - vol 108

ArcherPoint Dynamics Developer Digest - vol 108

The NAV community, including the ArcherPoint technical staff—is made up of developers, project managers, and consultants who are constantly communicating, with the common goal of sharing helpful information with one another to help customers be more successful.

As they run into issues and questions, find the answers, and make new discoveries, they post them on blogs, forums, social media…so everyone can benefit. We in Marketing watch these interactions and never cease to be amazed by the creativity, dedication, and brainpower we’re so fortunate to have in this community—so we thought, wouldn’t it be great to share this great information with everyone who might not have the time to check out the multitude of resources out there? So, the ArcherPoint Microsoft Dynamics NAV Developer Digest was born. Each week, we present a collection of thoughts and findings from NAV experts and devotees around the world. We hope these insights will benefit you, too.

Project Madeira updates

Curious about the functionality of Project Madeira? Aleksandar Totovic shares how to create an invoice from Outlook Calendar in Project Madeira and NAV 2017. interviews MVP Suresh Kulla

We’re celebrating our very own Suresh Kulla’s first year as a Microsoft MVP! Here’s a nice article by Linda Rosencrance from MSDynamics World.

Give your favorite MVPs a shout out in the comments below.

Exporting Detailed Data out of QuickBooks

We understand getting your data can be frustrating. Here are some tips on how to export detailed data from QuickBooks:

From Brian Winfrey: Hello all! Wondering if anyone has experience in exporting detailed Invoice, Sales Order, A/R, or A/P reports out of QuickBooks? We are nearing Go-Live for a customer and are now working on importing the Open A/R and A/P, but the customer is having problems pulling the detailed information out of their existing QuickBooks account. We are hoping to run a data dump of their transactions including header and line level data. Any help would be appreciated!

Reply from Helle: The customer should be able to get the data into Excel – at least on the header level. If they look for invoice transactions under the Customer center, they can click Export, and then choose Excel or csv file. Beforehand, they should filter by Open Invoices and correct date range.

On the vendor side (A/P), there’s a report called Unpaid Bills Detail that displays Open Balance, which is similar to the Collections Report for A/R. All QuickBooks reports can be exported directly to Excel when you are previewing them.

You will probably still have to manipulate the spreadsheet, but at least it gives you some data to work with.

When it Comes to Productivity, Focus on Skills First

In this HBR article, Maura Thomas points out that the best gadgets and software tools intended to improve productivity won’t help at all if it doesn’t support existing workflow methodologies. Before investing in software to remedy your time management problems, first ask what problem specifically it is intended to solve, and examine what is currently being done. Read Until You Have Productivity Skills, Productivity Tools Are Useless.

If you are interested in NAV development, check out our collection of NAV Development Blogs.

For step-by-step instructions on how to perform specific tasks in Microsoft Dynamics NAV, see our collection of NAV How-To blogs.

If you found this post useful, you might also be interested to read through our archive of the Dynamics NAV Developer Digest.


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