Accessing Information in Microsoft Dynamics Nav

How do you quickly access the information you need in Dynamics NAV?

There are three main ways:

  • document piles and information boxes,
  • searches, sorts and filters,
  • information displayed directly in file section headers.

Dynamics NAV’s home page has a dashboard configured to your specific role in the company.

In the center of the dashboard are blue squares called piles – they let you quickly access the information most important to you. Besides seeing the list of the different documents you have to process, information boxes on the right side of the page provide direct access to information and statistics on the item chosen in the list.

That information is also clickable so you can, if you want, directly access the details, such as a customer’s file, or even the billing details making up its balance owing.

Another way of accessing the information you need is via the search box at the top right of the dashboard. A little like an internal Google engine, it lets you access the different functions you’re authorized for in Dynamics NAV. For example, when accessing the list of sales documents, you can organize the list the way you want by clicking the title of a column, or filter the information with a simple right-click of the mouse. Also visible here are information boxes telling you about the documents selected, without having to drill deeper into the system.

Finally, the actual list of data files in Dynamics NAV gives you rapid access to information. When you open a document, you see that the information about a chosen transaction is grouped into different sections: General, Lines, Billing, etc. You also see that some sections are open and give you all the details, while others are closed. Even before having to open the latter, you can already see in their headers key information such as payment terms or planned delivery date. You can choose yourself which information will be displayed in the headers.

To sum up, Dynamics NAV lets you access the information you need in a variety of ways:

  • Document piles display priority information that the user has to process quickly.
  • Searches, filters and sorts let you display only the information you want to process.
  • Section headers right in the files let you access the most important information, without having to open all the details.

Contact Gestisoft now for more information.

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