Some weeks ago I came across a requirement to be able to display GD&T symbols in the windows client of NAV 2013 R2 (as part of a quality control system). It sounded easy since the symbols was generated by a string of regular characters displayed with a special font. In the classic client it would just have been to change the font of the text box and it would probably have worked, but it is not that easy in the 2013 version of Dynamics NAV (and I believe the same applies to the NAV 2009 RTC client). But as always, most of...
How do I get the Equisys ZetaDocs add-on to work with the Tectura Document Configurator? There are some tricks to know, but once you know them it is actually easier then making it work with the standard Microsoft Dynamics NAV reports (and less object changes required). ZetaDocs is a document management add-on that among other things provides functionality to e-mail and apply templates (stationery and attachments) to documents printed from Dynamics NAV. The Document Configurator is an add-on that controls the content and layout of the documents through a configuration in Dynamics NAV (and therefor eliminates the hassle of Visual...
The Change Log in Microsoft Dynamics NAV is used to log inserts, modifications and deletions of records. This is very useful and can be an option for the users to see who created the record, what was the value of a field before, when was the last modification made, etc… If it is going to be used this way (and not only for auditing once a month) then you probably want to add an action in the Ribbon to display the Change Log Entries for the record that the user is looking at. There are two ways to do this;...
Microsoft Dynamics NAV 2013 R2 has a web based help system; this is great since it is now much easier to modify the help to include company specific instructions (gone are the old .chm help files) and users can use their web browser to bookmark the help, etc.. If you want to change the host name for the help server on an existing NAV client installation you can do this by changing the ClientUserSettings.config file. (more…)
From time to time I run into situations where users want to view a filtered list of order lines; it could for example be a list of shipped not invoiced items or a shipping queue showing outstanding items to ship. Most of the menu items in Microsoft Dynamics NAV refer to the order headers and not the lines, but adding a page to the navigation pane that shows the order lines can be done by the users themselves with a few simple tricks without having to modify any objects. The key is to use the ‘Save View As’ feature on...
At Convergence 2014 Microsoft presented the official number of companies using each of their Dynamics products. I thought I would share the numbers on my blog since this tells a lot about how widely used Dynamics NAV is. Have a look at the numbers below, quite impressive. (more…)
