1. Making your day a little easier
Tips for the new user
Making your day a little easier
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2. Development Manager @ 360 Visibility & Microsoft MVP
Soren Klemmensen
Development 360 Visibility & Microsoft MVP
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3. Freezepanes
Freeze the left most columns on a list
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4. Quick Entry Improve your data entry speed and efficiency
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5. Quick Entry Improve your data entry speed and efficiency
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6. Quick Entry Works with Improve your data entry speed and efficiency
ENTER
Not with
TAB
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7. Workdate Change your work date if you are working in the past
Especially handy when you close a month or a year and you work on 12/31 even thought it is now January 9th
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8. Date shortcuts
Dates are something everyone have to select all the time.
Here are some great shortcuts that are worth to remember.
Type
Result
T or t
Today’s date
W or w
Working Date
m, tu, we, th, f, sa, su
Days of the week
m5 or m-5
5th Monday of the calendar year
5 or 05
The fifth of the current month and year
1005 or 105 or 10/5
The fifth of October current year
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9. Date filter shortcuts
Dates are something everyone have to select all the time.
Here are some great shortcuts that are worth to remember.
Type
Result
cm+1d-1m..t
Current Month to Date Y
Current year range P1
Current Accounting Period
P1..P3
Current Accounting Period 1 to 3
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10. Shortcut Keys Stop using the mouse and become mush more efficient Key
Action
ESC
Close Window or undo data Entry
Home or
Ctrl + Left Arrow
Move to the first field on a line
End or
Ctrl + Right Arrow
Move to the last field on a line
Ctrl + Home
Move to the first record in a list
Ctrl + End
Move to the last record in a list
Ctrl + Delete
Delete a record
Tab
Move to the next field
Enter
Move to next quick entry field
Alt + Enter
Move to next Quick Entry w/o opening dropdown
Ctrl + Enter Ok
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11. Shortcut Keys Key Action F1 Help for current field with focus F2 Edit
Move the cursor a list filter field
F4 or
Alt + Arrow down
Opens lookup dialog for Drop-down field F5
Refresh active window (great to clear an error) F6
Navigate focus to the next frame F7
Display Statistics F8
Copy the field above when in a list view
F9 / Shift + F9
Post / Post & Print
F10 or Alt
Display access keys on the menu bar
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12. Shortcut Keys Key Action Alt + F2 Toggle to display / hide fact boxes
Filter to the field with focus in the list view
Alt + F6
Collapse or expand the active frame or fast tab
Alt + Left Arrow
Go to the previous window in the navigation history
Alt + Right Arrow
Go to the next window in the navigation history
Ctrl + Alt + F1
Open About This Page on a subpage
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13. System Indicator
Have you ever wondered if you are in the right database and company?
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14. Watch out for filters
Filters are powerful tools but can also trick you.
Any one that knows what the difference is between these?
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15. Save Views Looking for the same things over and over again?
Sales orders with you as the sales person!
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16. Customizing …
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17. How to open different profiles
Most of us only have one user, but if we are to help others we need to work using their profile. How to do that?
-Language:1033
-Profile:“BOOKKEEPER”
"C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe" –Language:1033 -Profile:"BOOKKEEPER"
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18. Batch configuration
Most of us only have one user, but if we are to help others we need to work using their profile. How to do that?
-Language:1033
-Profile:“BOOKKEEPER”
-Configure
"C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe" -Configure -Language:1033 -Profile:"BOOKKEEPER"
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19. Show as Chart!
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20. Add Charts
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21. Create Generic Charts
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22. Web Services ODATA / SOAP
Expose Data in NAV represented by Pages, Queries or Codeunits
Permissions still rule
Make your data work for you.
PowerPivot
Power BI
Or any other consumer of data
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23. Creating and Running Hyperlinks
Copy Link to Page
dynamicsnav://localhost:7046/NAV/CRONUS%20International%20Ltd./runpage?page=22&mode=View
Read more here:
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24. Step Recorder
It is frustrating for all parties when something is not clear.
It is time consuming to create clear reproduction scenario's, but also costly when some one resolves an issue that did not exist.
From a developers point of view:
How do I know I fixed it if I cannot reproduce it in the first place?
+ psr.exe
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25. Q&A
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26. Development Manager @ 360 Visibility & Microsoft MVP
Thank you
Soren Klemmensen
Development 360 Visibility & Microsoft MVP
Blog:
Linkedin:
Facebook:
Twitter: @sorenklemmensen
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