Charts in Microsoft Dynamics NAV can serve as great first-glance tools for key activities in your business such as year-to-date sales, open invoices, sales by salesperson and so on.Many charts are already imbedded in NAV, but did you know that you can change them or add more to your role center? Did you know that you can add charts as FactBoxes on list pages?Here’s how:While in your Role Center, go to the Applications menu (blue button with a drop-down in the upper left-hand corner).Select "Customize," then "Customize This Page."Highlight "Chart Part" in the Available Parts column and then click on the "Add" button. A Blank Chart box will appear in the Role Center Layout. Click the "Customize Part" button.You will then … [Read more...] about How to Add Charts in Dynamics NAV
Set Up Account Balances in Dynamics NAV
Primary Goal: Establish the Bank Account's sub ledger detail in a manner which prepares for processing future bank reconciliations. To do this, you'll need to account for the following items:Ending Bank Balance Outstanding checks Outstanding deposits/other transactionsSuccess Criteria: At the end of the process we need the following:The Bank Account's Balance field value should match exactly with the Bank Account's G/L account balance (as found on the Chart of Accounts and associated via the Bank Account's Bank Acc. Posting Group field). We should have appropriate Open Bank Account Ledger Entries to use on future Bank Reconciliations.Bank Account - Beginning Balances:Presumption: In my demo scenario, I presume the GL … [Read more...] about Set Up Account Balances in Dynamics NAV
Configure NAV Demo in Azure: Part 3 — Testing
We have already walked through the steps on how to manually configure a NAV demo virtual machine in Azure, including how to connect to and initialize the new virtual machine. Today we will test the setup and connections. Test the NAV ClientDouble click on the NAV 2016 Windows Client icon, on the desktop. If you accepted the default user name, enter “admin” in the User name field. If you accepted the default password, enter “P@ssword1” in the Password field.If the client opens, then NAV is up and running.Test the Help MenuClick on the Help button.If the Your Role Center page comes up, then the help server is up and running.Test the Tablet ClientOn the virtual machine's desktop, find and double click on the URLs … [Read more...] about Configure NAV Demo in Azure: Part 3 — Testing
How to Configure NAV Demo Virtual Machine: Part 2
Yesterday I detailed the initial steps on how to create a new Azure virtual machine in Microsoft Dynamics NAV. Today we will:Set up the DNS Name Label Add Inbound Security Rules Connect to the new virtual machine Initialize the new virtual machineSet up the DNS Name LabelNavigate to the virtual machine's management console. Click on the Public IP address/DNS name label icon. Click on Configurations. In the DNS name label (optional) field, assign a name — in my example, I've used “boyer101.” Click on the Save button.If done properly, the new DNS name label will be displayed as shown below.Adding Inbound Security Rules to the Virtual Machine: NOTE: Inbound Security Rules used to be called Endpoints in Azure's … [Read more...] about How to Configure NAV Demo Virtual Machine: Part 2
Configure a NAV Demo Virtual Machine in Azure
There are different ways to set up a NAV demo virtual machine. What's outlined below are detailed instructions on how to manually configure a NAV demo machine in the new Azure portal.For a more automated process check out David Worthington's video. For information about the pluses and minuses between the method outlined below and the automated process, read my other blog, Two Ways to Create a NAV Demo Environment.The only prerequisite to these instructions is that you must have an Azure subscription. Creating the New Azure Virtual Machine in NAV:From the Microsoft Azure Dashboard, click on the New button. Type Microsoft Dynamics NAV 2016 in the search box. Click on the Microsoft Dynamics NAV 2016 option and scroll to the right … [Read more...] about Configure a NAV Demo Virtual Machine in Azure
Two Ways to Create a NAV Demo Environment
This likely comes as no surprise, but there are different ways to set up a NAV demo virtual machine in Azure. In today’s blog I'm going to focus on two methods, which I'll refer to as the short method and the longer method.The short method utilizes Azure's template deployment methodology and is wonderfully outlined by David Worthington in his “How do I” video on the Dynamics Community site. The longer method utilizes a prebuilt machine image, and I've outlined that process in another blog titled How to Manually Configure a NAV Demo Virtual Machine. The short method automates many of the steps outlined in the longer method.Below are some of the pluses and minuses of these two different methods. Ultimately, I prefer the short method — … [Read more...] about Two Ways to Create a NAV Demo Environment
Quick Start Tips: Windows PowerShell ISE
I wish I had access to some quick start tips when I first started learning how to use Windows PowerShell ISE to administer Microsoft Dynamics NAV. With that in mind, this blog offers some quick tips to get you started.From here on out, I'm going to refer to Windows PowerShell ISE simply as PowerShell. This isn't exactly accurate since there is a separate console tool that's called PowerShell. To keep it simple, just know that when I say PowerShell, I am referring to Windows PowerShell ISE. Suggested Screen Layout for Windows PowerShell ISE These two screen shots show how I like to set up my PowerShell screen: Script Pane on the top Console on the bottom Command Add-on shown on the rightThis layout allows me to write … [Read more...] about Quick Start Tips: Windows PowerShell ISE
Create New Records in NAV RapidStart Part 2
Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV.Today we are going to review steps 6-8 as they apply to new records. We will import our Excel file into NAV, validate it, resolve any errors and then apply the file.Let’s start with importing the file we created in the previous blog:Choose your file.You will see that in the configuration package under No. of Package Records the total is now “3” for the three tire records we created in our last blog post.Next, click on “Validate Package.”In our example we ended up with nine validation errors (see below) on our first validation attempt.Move your mouse on top of the number. Once it underlines, click on it and the following message box … [Read more...] about Create New Records in NAV RapidStart Part 2
Create New Records in NAV RapidStart
Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV. For this week’s blog, we’re going to take a short detour to add new items to the Item Card.Adding new records is similar to performing a mass update on existing records. You will follow the same eight steps as before. However, the trick to adding new records is to find an existing record that is very similar to what you want to add. For example, is the item purchased or manufactured? Will the existing and new records share the same posting groups? And so on. You then use the existing record as a template for the new records.To add some new items for our example, let’s use the Cronus database and for the bike, let’s say we want to add in a few new … [Read more...] about Create New Records in NAV RapidStart
Mass Updates in NAV RapidStart Step 6
Hello and welcome back to our blog series on how to use RapidStart Services in Microsoft Dynamics NAV. In this post we are going to work on importing the Excel file into NAV (step 6 of the 10-step process).At this point, please make sure the file you were working on in step 5 is saved. Our work in Excel is complete and we will be working in NAV from this point forward, unless there are data errors to fix in the Excel file. Step 6 Before we go further, I’d like to explain one concept in a little more detail. When we import the Excel file into NAV, at the time of import we are copying the data from Excel into NAV’s configuration package. We are not moving the data directly into the tables yet. When we get to the step to apply the data, … [Read more...] about Mass Updates in NAV RapidStart Step 6
