A new feature in the RTC (Role Tailored Client) version of Microsoft Dynamics NAV is the “chart parts.” Many people get confused when they see the screen for the first time, as it appears blank. The software is not broken; rather it is designed this way to allow the user to create a chart with… Continue reading Dynamics NAV Coffee Break: Introduction to Chart Parts
Category: How To
Creating a Ranking Report in Jet Reports
Those of us who use Jet Reports are painfully aware that Jet does not have a ranking feature for replicated lists. However, there is a workaround: you can create an automatically sorted Jet report with nested Jet functions and use Excel’s rank function to give you a ranked Jet report. This blog will walk through… Continue reading Creating a Ranking Report in Jet Reports
NAV Coffee Break: Dynamics NAV Classic Stuck Filters Fix
Sometimes the filtered views get “stuck” in Microsoft Dynamics NAV Classic. Despite trying to “clear all” or other tactics, nothing seems to fix a stuck filter. In desperation, many people reset and delete all the customizations to restore the default settings. Gwen demonstrates an alternative to this torched-earth approach to fixing stuck filters. She walks… Continue reading NAV Coffee Break: Dynamics NAV Classic Stuck Filters Fix
Dynamics NAV Coffee Break User Personalization
Microsoft Dynamics NAV is a useful tool that typically impacts everyone in a company. Chances are most people at your company use Dynamics NAV at some during the day, each with a different task using a different set of features of the software. By using Dynamics NAV’s user personalization feature, each user can have their… Continue reading Dynamics NAV Coffee Break User Personalization
Dynamics NAV Coffee Break – Creating Filtered Views
Microsoft Dynamics NAV is a comprehensive tool containing a myriad of data and lists. Learning to create and customize filtered views will make your time with Dynamics NAV more productive and efficient. In this video, Gwendolynn demonstrates creating simple filter views that contain just one filter variable. She also walks through more complex views containing… Continue reading Dynamics NAV Coffee Break – Creating Filtered Views
How to Fix the Location Filter in Dynamics NAV
You may notice that the Location Filter might not be effective when you run the report 5807 “Item Age Composition – Qty.” on NAV 2013 R2 to NAV 2016. On NAV 2009 Classic, NAV 2009 R2 and NAV 2017, you may not have that issue because they write the code in different ways. On NAV… Continue reading How to Fix the Location Filter in Dynamics NAV
Microsoft Power BI Map Visualizations Made Easy
Microsoft Power BI is a powerful tool that allows users to pull real time data directly from Microsoft Dynamics NAV and other sources for analysis and reporting. Included in the analyzation options are two map visualizations that show data by location. These maps are an impactful and creative way to display data. However, sometimes it… Continue reading Microsoft Power BI Map Visualizations Made Easy
Microsoft Dynamics NAV Report Hacks
Working with reports in Dynamics NAV can be quite interesting and is actually intuitive, especially if you have a few report hacks, reminders, and ways to make things easier at your disposal. Below are some of the aspects of report development that are often overlooked or forgotten. Without these reminders, working with reports in Dynamics… Continue reading Microsoft Dynamics NAV Report Hacks
Microsoft Dynamics NAV 2017 Architecture Explained
An entire book could be written, and likely has, on the Microsoft Dynamics NAV 2017 architecture and how to design the on premise infrastructure to host it. To help you get the most out of this software, and to understand the foundation on which it has been built, this blog provides a summarized version of… Continue reading Microsoft Dynamics NAV 2017 Architecture Explained
Benefits of Using the Web Client with Microsoft Dynamics NAV
With the release of Microsoft Dynamics NAV 2013, Microsoft released a new client option, the Web Client. Despite the benefits, many customers are still not using this option. This blog will dispel some myths surrounding the Web Client as well as describe the benefits of using it over the Windows Client. Enhanced Capabilities The Web… Continue reading Benefits of Using the Web Client with Microsoft Dynamics NAV