Microsoft Dynamics NAV 2015 has simplified emailing documents with a report attachment feature. You can now open a Posted Sales Invoice Document and then select Print and Send to Email as an Attachment and it will automatically create an outgoing Microsoft Outlook Email with a copy of the Posted Sales Invoice as an attachment and… Continue reading Microsoft Dynamics NAV 2015: Simplified Email with a Report Attachment
Category: How To
Dynamics NAV 2015 Automated Banking Services Using AMC
One of the coolest new features of Dynamics NAV 2015 is a partnership with AMC-Consult A/S. As a result of this partnership, users are allowed to extend many of the day to day banking features of NAV to your bank’s services. Some examples of these services are creating a Positive Pay file, and Importing Bank… Continue reading Dynamics NAV 2015 Automated Banking Services Using AMC
How to Use “Item Type” for Non-Stock Items
One of the least known features in Microsoft Dynamics NAV is the “Type” field on the item card. This is a new field that provides some functionality that did not previously exist in NAV. Most of us aren’t aware of this field because you don’t see it on the item card page. You can identify… Continue reading How to Use “Item Type” for Non-Stock Items
How to Perform Bank Reconciliations in Microsoft Dynamics NAV 2015
Bank reconciliations have changed in several ways in Microsoft Dynamics NAV 2015: This blog provides a quick how-to for performing bank reconciliations in NAV 2015. Bank Reconciliations can be found Departments/Cash Management. Figure 1. Bank Reconciliations screen. NOTE: If you have not previously done a bank reconciliation for this bank account in NAV, you… Continue reading How to Perform Bank Reconciliations in Microsoft Dynamics NAV 2015
How to Find Page, Report, or Object Numbers in NAV 2013 and 2015 RTC
In some instances, you may get an error message when you navigate to the report, page, or other objects. In this blog, I have put together step-by-step instructions on how to find your page, report, or object numbers in the Microsoft Dynamics NAV 2013 and NAV 2015 RoleTailored Clients (RTC) when receiving this error. Once… Continue reading How to Find Page, Report, or Object Numbers in NAV 2013 and 2015 RTC
How to Back Up and Restore Companies in Microsoft Dynamics NAV 2015
The ability to backup and restore a company has been added back into NAV 2015. This capability was lost when 2013 was released and the “Classic Client” was discontinued. Losing this capability made it more difficult to make a copy of a company in order to create a test company based on the current live… Continue reading How to Back Up and Restore Companies in Microsoft Dynamics NAV 2015
How to Set Up a File for Export in RapidStart for Dynamics NAV
NOTE: This process will only work for basic Card imports. If you need to work with more complex projects or a group of imports, contact ArcherPoint for instructions. Locating RapidStart Services In the search bar, type Rapid and select the link for RapidStart Services for Microsoft Dynamics NAV. Figure 1. Search bar with search results.… Continue reading How to Set Up a File for Export in RapidStart for Dynamics NAV
Installing NAV 2013 Beta
Finally, NDA has been lifted, and we can FINALLY start sharing what we know about the new version of the product that we all know and love. Well most people actually DON’T know it, which is why we love sharing this with you :). As mentioned earlier this week we’ve been very fortunate to have… Continue reading Installing NAV 2013 Beta
What Dynamics NAV/BC Version Are You On? Finding Your Version Number
Do you know what Microsoft Dynamics NAV/BC version you are using? If not, this blog provides step-by-step instructions for finding your Dynamics NAV or Business Central version. It has been split up and written for finding your version number in Microsoft Dynamics NAV 2009 or NAV 2013 through NAV 2018, and finding your Dynamics 365 Business Central… Continue reading What Dynamics NAV/BC Version Are You On? Finding Your Version Number
How to Use Templates to Create Customers and Other Records in NAV
Microsoft Dynamics NAV gives us the ability to set up the system to pre-populate the common fields when setting up a Customer, Vendor, Item or other master records. This functionality is available in the NAV2009 RTC Client and later versions. For demonstration purposes, I will be using NAV 2013 R2 and the Customer functionality to… Continue reading How to Use Templates to Create Customers and Other Records in NAV