Hard to believe that I’ve been doing the 50 Tips in 50 Minutes presentation at NAVUG Summit for the fifth year in a row! The session has become so popular, that for the first year ever, I actually get the privilege of presenting the session twice in 2017. I’ve decided to consolidate all the tips so far into a single place so you can find them more easily instead of by year. They’re all listed below, and you can always go to the Popular Series tab on the main menu to find them, as well as other frequently visited series like Account Schedules 101 and 15 Days of Dimensions . Most of the videos were recorded in NAV 2013 with a few in NAV2015. In the next three months, I’ll be updating all the videos to Dynamics NAV 2017, along with adding about a dozen brand new tips. Enjoy! Finding Things Use the search function History menus Navigate Drill down Registers View/Edit (video coming soon) Finding Things Faster Saved customer list Pipe filter with Excel Find within a field Quick Entry Moving Around Use more than one NAV Screen organization (real estate) Sorting financial transactions Filtering financial transactions Dimension overview ESC is your best friend Make the Role Center Your Own (videos coming soon) Actions Reports Navigation Pane Ribbon What’s that blue box? Keyboard Tips Use “t” instead F8 to super copy Keyboard shortcuts Ctrl-E for Excel (video coming soon) Payment Terms Tips Recurring last day of month Payment last day of month First day of month Third to last day of month Payment journal filtering Journals Recurring journals Reversing recurring journals Use recurring journals as a checklist Change your work date Batches for journals Reversing a JE Posting a $0 line on a journal Before you Post Simple math in NAV Preview test posting reports Use reconcile check box Block from direct post Use payment tolerance for small balance write-offs Audit Trail Source codes Reason codes Number series Number series for batches Check for purchases (item transaction detail) Check for cost changes Agings Use posting groups to separate your agings Run your agings three different ways Run your agings using SQL Month End Close the inventory period! Schedule your adjust cost User date admin – all/by user Financial Reporting Dimensions – use code mandatory Control of dimensions Update your analysis views Run the canned NAV trial balance Use analysis by dimensions Copy and Paste Into a journal entry Into a sales order Learning More Use the help menu Use customer source & MSDN.com Connect with the community!
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