Posts related to General functionality in Microsoft Dynamics NAV
This might be ‘the oldest trick in the book’ but it is still a frequently asked question and therefor I thought it was worth a small blog post. The question is how do you block/prevent users from posting something in Microsoft Dynamics NAV? (more…)
In the older versions of Microsoft Dynamics NAV where the classic client was available you could go to the sessions table and just delete a session to kill it. This was very useful for a number of reasons but it does not work like that anymore in the windows client of version 2013 and 2015. Fortunately this feature can easily be replicated by adding an action item to the ribbon on the sessions page in Dynamics NAV. Here is how you can add a ‘Kill Session’ action item to the sessions page: (more…)
Several people that have read my previous post, Run Objects in NAV 2013 using GETURL, has asked me about the record deletion tool that I was working on. So, here it is! 🙂 It is available for NAV 2015 on the downloads page. This data deletion tool is useful if you want to ‘clean’ a company from transactional data. It could for example be that you have been testing transactions in a company that you want to use for a go-live or you just want to have a clean company without transactions for a demo, training or testing session. Here is...
A question that I receive frequently is; ‘how do I run Dynamics NAV as a different user?’. A basic question it seems, but not everybody is aware of how it can be done. It could for example be that you are testing permissions and you want to run one client with SUPER user access to do the permission setup and another client with limited access to test the setup at the same time. Another common scenario is that you want to debug something on a users computer and for this you need your own log-in to have full permission and access...
Microsoft Dynamics NAV 2015 was released a couple of weeks ago. I have download and installed it and so far it seems like it can co-exist with Dynamics NAV 2013 R2 without any issues (which was not the case with my 2013 and 2013 R2 versions, so this is great). To me the improvements that the users will see (e.g. the functionality in the NAV clients) are the most important ones (and also the most fun to review). The improvements of the technology behind the scenes (such as OAuth support for web services, merge utilities, multi-tenant architecture, etc.) are also important...
This is something I first discovered some months ago, and back then I didn’t think that much about it. Recently someone asked me if it was possible, and I thought it would be worth a quick small blog post. Yes, you can sort on multiple columns in Microsoft Dynamics NAV 2013 (with some limitations though). You do it by holding the shift key down while clicking the next column(s). This way Dynamics NAV sorts the data based on multiple columns. (more…)
One of the new features in Microsoft Dynamics NAV 2013 is the ability to enter formulas like ‘%me’ and ‘%myitems’ while setting filters. Dynamics NAV then replaces the formula with values while applying the filter. Some of the formulas that comes standard are for example; ‘%me’ and ‘%user’ will be converted in to the USERID, ‘%company’ will be converted into the COMPANYNAME, ‘%myitems’ will be converted into a string with the item numbers you listed in the My Items role center part (same goes for ‘%mycustomers’ and ‘%myvendors’). This is nice but what is great is that you can also...
I have never used Microsoft OneNote that much, never really seen a need for it (I usually just have my notes in Word). So, when Microsoft announced that there will be a OneNote integration with Dynamics NAV last year I didn’t think that much about it. But when I finally tried it out myself I was very impressed. I saw a very usable tool for both capturing comments/files related to entities NAV and for doing company specific instructions for the different parts of the application. The OneNote notes can be related to individual records or to a page in Dynamics NAV. (more…)
Here is a small trick that I have used a couple of times to turn the report selections into a selection dialog in Microsoft Dynamics NAV. The report selection table in Dynamics NAV is used to specify what report(s) to run when a user prints a document such as an order confirmation. Part of the report selection functionality is the ability to define more than one report to print at the same time; you can for example have Dynamics NAV print three different documents when the user prints an order confirmation. This is done by listing the reports in the...
Here is an example of how to create a custom chart in Microsoft Dynamics NAV 2013 R2 using the business chart control add-in that is provided by the Microsoft.Dynamics.Nav.Client.BusinessChart.dll assembly. It sounds complicated, but it is actually quite easy. The example shows how to create a work center load chart that shows available vs. allocated capacity on a day by day basis. If you have read some of my previous blog posts (the Custom Progress Bar or Interaction Between Role Center Parts) you know that I am working on a shop floor terminal role center (more for my own training)...
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