Outlook Synchronization with Microsoft Dynamics NAV

Overview Outlook synchronization enables users to keep data in Microsoft Dynamics NAV and Outlook up to date. The synchronization can be performed either automatically in predefined period of time, or manually. It is typically used to synchronize the to-do’s in the agenda of sales people. However, with this functionality you can synchronize basically any data Read More

Task Management

  To-Do’s When you click To-dos, you will get overview of all the To-dos in the system. Every To-do will have a Status and based on the status you can look, filter and sort if you want to pay attention to those that are not completed. Mostly the To-dos are used in the context of Read More

Campaign Management

A campaign is any sort of activity that involves a number of contacts. It can be anything from sending out catalogue and special offers to organizing a special event. You can record contact responses to campaigns as interactions, which means that a response to a campaign becomes an interaction in Dynamics NAV, and that interaction Read More

Interactions and Document Management

Setting up Interactions Interaction Templates & Attachments To open Interaction Templates, click Departments/Sales & Marketing/Setup/Interaction/Interaction Templates. In the following view, you will find all the pre-configured interaction templates: Each template is identified by a code providing you are short explanation on what the template is all about, such as abstracts of meeting, business letters, e-mail, Read More

NAV User Groups and Permissions Provisioning

Working with User Groups A User Group specifies a group that you have added permission sets and users to. Create User Groups Click Departments/Administration/IT Administration/General/Users. Click User Groups and create user groups as per your business requirement. For example, here we have created three groups, namely for Finance Administrator, Finance User and Finance Viewer. Add Read More

Electronic Fund Transfer (EFT)

You can pay vendors using the Electronic Funds Transfer (EFT) system in Australia. You can export EFT files from Microsoft Dynamics NAV that you can upload to your bank’s website for additional processing. The following picture gives you an overview of the process: To submit EFT files, you must set up the following information: You Read More

Australian Addresses and Use of DPID and AMAS

In Australia, a single postal code can include multiple cities in the same region. At the same time, cities with the same name are sometimes located in different states. For example, Australian postal code 4069 covers the cities of Chapel Hill and Kenmore in the state of Queensland. However, there is also a city named Read More

Business Activity Statements (BAS)

This is an Australian local functionality available in Microsoft Dynamics NAV. A Business Activity Statement (BAS) is a form that businesses must submit to the Australian Tax Office (ATO) on a monthly or quarterly basis. BAS reports both: The total Goods and Services Tax (GST) collected from sales activities—which must be paid to the ATO Read More

Customize Home Page in Dynamics NAV 2016

In Microsoft Dynamics NAV you can customize your Home page to personalize your user experience. Customizing, or personalizing, the home screen is easy to do, making your work in NAV more productive. In the following example, we are on the original home screen of Bookkeeper user profile. Let us say that we would like to Read More

Microsoft Dynamics NAV 2016 Feature Pack

Your business management solution is a critical part of doing business. Keeping your solution up-to-date is essential to the future of your business. By taking advantage of new functionality and enhanced capabilities available in recent releases in Microsoft Dynamics NAV, you can boost productivity, reduce costs, and improve customer service. Upgrading your solution also keeps Read More