Basic Tutorial Navigation

Microsoft Dynamics NAV 2015

 Objective: After studying this manual, the user will be able to navigate in the RoleTailored Client of NAV
2015.

Directed to: All users who use NAV.

Requirements: Network connection, Access to NAV and installed RTC Client

1. STARTING THE APPLICATION

To start the application, you must have logged in with your corporate domain user (e.g.
cavalier\user).
Once inside the machine, you will need to click on the start button on the Windows taskbar, go to
All programs and look for the section where Microsoft Dynamics NAV 2015 is installed and has this
aspect

For example:
The first time the application is initialized, it asks to confirm the connection data to the database. In
On occasions, it marks the following error, notifying that it cannot connect to the database:

If this is the case, press the 'No' button.

This shows the following window, in which the following information must be indicated:

<Nombre del servidor>:<puerto>/<Instancia>

Server Address: <xxxxxxx>:7046/DynamicsNAV80

Once the server has been found and its domain user authenticated, the System requests you to indicate
what will be your default company.

Pressing Accept will allow the application to start and access the system.
Note: In case you cannot find the application installed on your computer or it shows error messages that do not
allow access. Support from Systems must be requested

As the system is used, it leaves a history of the transactions used that can be seen in
press the Microsoft Dynamics NAV 2015 button from the taskbar with the right button:

2. HOME SCREEN AND THE PARTS THAT MAKE IT UP.

As an end user, once the application has been successfully launched, you will be working within
Microsoft Dynamics NAV 2015 in the Role-Tailored Client or RTC
Client).

Its new interface, different from the Classic Client of previous versions of NAV or Navision, is designed
to help users focus on their daily activities allowing it to be extremely
personalizable according to your individual needs.

This improvement allows adjusting the menus and views within the application. These changes are stored.
within your User Profile.

These user profiles are defined and designed by Key Users and administrators, in order to delimit.
and organize the access according to the position or operational functions of the person who will use the system.
It is important to clarify that the user can only have one profile assigned at a time.

When you load the application, you will have an initial screen that will be preconfigured according to the profile that is
It has been assigned. This screen will be displayed as shown below:

The main screen is divided into the following parts:

[Link] Panel

[Link] Menu

3. The Ribbon

4. Navigation Bar

[Link]

[Link] Section

[Link]

8. Status Bar
A. Exploration Panel

This panel, just like in previous versions of NAV, is made up of buttons and lists. You can
add, remove or rename the buttons, except for the Home or Departments ones.

When you press a button and it is associated with a list, the list expands and from there
You can select the area of the system you want to enter or navigate.

The Home button will always bring you back to the main list; while the button
Departments will expand a list filled with all the areas that are available in the
software.

To customize your Exploration Panel, you must:

  Open the Application Menu (button located at the top left )

 Select the Customize option

 Select the Customize Exploration Panel option

From here, you will be able to add, remove, organize, and/or rename the buttons and the lists

B. Applications Menu
 The application menu contains the system commands that are used to modify the
configurations and parameters of it.

You can open the Application Menu by pressing the button and the dropdown list will be displayed with
the options:

C. The Ribbon

The tape is the new functionality offered by NAV, unlike other versions that showed the
commands, options, functions and actions like buttons at the bottom of the screen.

The ribbon is organized into tabs, which are in turn separated by groups that contain
the actions that will be available depending on the type of data being displayed.

The ribbon has a quick access button to Dynamics NAV help:

 To customize the ribbon, press the application Menu and in the list expandable is select
Customize later the option to Customize ribbon...

There you can add, remove, reorganize, and rename actions, group tabs. It is even very useful for
combine the actions and concentrate them in a group.
 In the case of customization for your company, we have the capability to develop programs and
new functions in some modules or processes. These developments are available as options in each
screen.

It is necessary for the user to add the functions they use to their screen.

For that:

Log in to the system

2. Enter the option you wish to use (e.g. Sales Orders, Customers, Suppliers, etc.)

3. Enter the option to customize the ribbon

[Link] the Create Tab button

5. Assign a name to the new tab (e.g. xxxxx)

6. Select the new tab
7. Press the Create group button.

[Link] a name to the new group (e.g. labels)

9. Select from the left box the action you wish to add (you can use the search option to locate the
action you wish

10. Select the action and press the Add button

This places the new action within the group.
12. Repeat steps 9 and 10 until all actions are added.
13. Press the accept button to apply the changes
With that, the objects created on the ribbon will be added.

D. Navigation Bar

The navigation bar consists of: Navigation Buttons, Address Bar, and Box
searches.

The navigation buttons are used to move forward and backward through the
menus. The dropdown button opens a small list of areas that have been opened recently.

Address bar show the current location within

the hierarchy of the application. This information is updated as soon as you navigate to a different area. Also
You can navigate between the levels, clicking on one takes you to the page. It also has a button for

update that allows you to refresh the screen information without the need to close the window.

The search box it is one of the most useful tools for the
users since it allows searching for transactions or types of documents without the need to navigate through the entire
granule menu. Just enter what you are looking for and the system will show you the options.
 E. Signals

The signals are links to documents that require the user's attention. The documents are
They are selected based on the configuration of the profile assigned to the user.

You can press the buttons to consult the details of the documents that are in the signal.
To add or remove the signals, it is necessary to go to the Application Menu >> Customize >> Customize.
On this page, select the Activities box and press the Customize element button.

Another way to customize is by pressing the button. that appears in the area of Activities and
select the Customize option.
You can add or remove signals there.

[Link] Section

In this section, customizable lists are shown with information that can be very useful for the user.
will be shown first hand upon entering the platform. The lists can be changed using the buttons
available for each list, by pressing the manage list button
G. Notifications

This section shows notes added by other users within the system. By double-clicking on the
The notification will open the page from which the other user has left the comment.

This option is very useful if we want to notify another person about some detail, problem, or pending issue.
system.

[Link] bar
This bar is located at the bottom of the window and always shows the user important information.
like the company you are working for, the selected work date, and the user ID you are
using.

PAGES OR PAGES IN NAV 2015

One of the most notable changes in the new design of the NAV client (RTC) is that they cease to exist.
the forms (screens that were used in previous versions) give way to the use of Pages.
The Navigation Page is the main window where users find the information with which they will
to work. The Center of Roles, Departments and Lists are examples of this type of pages.

One of the most important differences compared to other versions of NAV is that the information is now
first show in list format and then you have to enter the details of each document or record to
show it on the Tasks page.

List pages have the following parts:

[Link]
The list shows the data in tabular form and only displays the data that is related on that page.
from the database. The list can be customized by adding and hiding columns. To customize
the columns, press the Application Menu >> Customization >> Select columns
You can also select any header from the list and right-click, select the
option to choose columns.

From there, a screen is displayed showing all the available columns, it is enough to just
select it and press the Add >> or << Remove button.
A.1. Filtros Avanzados

The user can customize the views of the Lists by adding or removing fields from the table, but also
You can apply filters. To do this, simply click on the name of the list and select the option Advanced Filter.

Esto agregará en la cabecera de la lista, el filtro para que sea parametrizado por el user:

From there, more filters can be added if desired.

Once the customization of the view with the filters is complete, those views can be saved for use.
later.
To do this, click on the name of the list and select Save view as...
 This shows a screen where the name of the view and the Group in which the view will be added are indicated:

A.2. Send content to Excel

In the case that you want to send the information from the List to Excel or even as an Attachment via Email
electronic, just go to Application Menu >> Print and send and select the destination (Excel, Printer or
email
A. Informative Boxes (FactBoxes)
The information boxes display information related to the selected entry in the list. You can
view details of the displayed information.

Any data shown in the information box (except for totals or calculated data) can be detailed.
by clicking on the blue field once it is underlined:

To customize the info boxes and the information displayed in them, go to the Menu of
application >> Customize >> Choose Information Boxes. There you can add, remove, or organize them.
available information panels.
To customize the information box, it is necessary to select it from the list and then press the
Customize element button...

You can also access this panel from the Info box by placing the cursor in the upper corner.

right of the frame until the button appears then selecting the Customize option
From here you can add or hide the fields you want in the information box.

Once one of the elements in the list is selected and double-clicked, a second screen is shown.
with the task window

1 2.1Tasks Page
The Task Page is a separate window from the List Page that appears when the user
You have selected a record from the list and want to see its details.
These Task Pages are similar to List Pages (they contain a data area and the boxes
Informational items on the right). The difference is that they use FastTabs (Dropdown Tabs) to group.
the information.

Note: These FastTabs are very similar to what in previous versions of NAV were the Headers and their
tabs and the tables that had the details of the documents.

The information in the FastTabs is contained in fields that are grouped within the boxes. The header
FastTabs displays the name of the group and the information contained in the fields that were grouped.

A FastTab can be expanded or collapsed by pressing the triangle. located at the far right
from the header.

To customize a FastTab, you can do so by pressing Application Menu >> Customize

Customize this page
 The dropdown option is selected and the tab that is going to be selected is chosen. customize, later
press the Customize dropdown button...

This shows the field selection window of that FastTab

 It is important to emphasize that the fields must have an identified importance, as according to it
it is the order in which the fields are displayed

The first fields to be placed in the FastTab are those that have Increased Importance

Secondly, the fields that have Standard Importance will be displayed.

And the fields that have Additional Importance will remain hidden.
The user can extend the fields displayed in the FastTab and thereby show the hidden fields.

pressing the option that appears in the bottom right corner of the content of
FastTab.
You can also press the button. and select Show more fields:

This will show the fields that have additional importance.

A novelty in this client is that it allows setting fields as mandatory or required. Such fields are
they are identified because they have a red or blue asterisk
These fields, being identified in this manner, must contain information to allow for it to
continue the process.

Another novelty that this client has is that the fields that are not part of the standard package are
customer adjustments, show the data in red or blue colors.

These fields may or may not be mandatory, as indicated by the asterisk mentioned earlier.
Note: It is important for the user to remember that in the List and Tasks Pages, they MUST check that in
The Ribbon contains all the functionalities (standard and added) that you use.
Sometimes, the user will need to create the Tab and the group in order to add a development or
extended functionality (action) to be able to use it.

Pages of Sheets

As in previous versions, the Master Data is a fundamental part of the software.

Master data follows the same way of operating that we have discussed before: the List Page is opened and
se selecciona el registro a consultar y se muestra la información en la Página deTareas.

The updates included on the Tasks page when handling sheets are:
a) From the Ribbon you can create documents for that master data (e.g. From a customer you can
create a Sales Order or a Sales Invoice

In the Actions section, there is a new feature called Apply Templates. This
functionality allows creating generic templates with preloaded data that help in the creation of
new forms reducing the capture time of some fields.
When creating a template, a template code and description are provided.
There are placed the fields and the values that it will have by default.
Note: Templates must be requested from the system administrator. Indicating the field that will be
automate and the value it will have.

1.1 Reports
One of the basic functionalities of any ERP is the ability to generate reports and listings.

In NAV, within the Pages in the Ribbon section is the Reports Tab, from which you can
call the standard NAV reports or those made by Cavalier to obtain information.

One of the most important changes is that the report criteria selection window has changed:
The selection criteria are values that are grouped in the FastTab and can be specified in such a way that
filtros:

For example, if you want to filter for a specific customer, the filter is modified:

adding the desired value.

The system has the functionality to start filtering as soon as a value is entered in the field.
 This is to help the user locate the value more quickly.

If you want to add a new criterion, press on and it indicates the field that will serve as
filter, pressing on the dropdown button.

If you want to remove a criterion, just press the button that appears on the left side of the
criterion for eliminating it.

The functionality from there is similar to previous versions, you can have a preliminary view or in the
print option, indicate the output that the report will have:

Once the execution is finished, the system asks the user what steps to follow:
1.1 Historical Documents.
Unlike previous versions where historical documents were inside each
department, in this new version the documents are organized outside.

To access them, you go through the Navigation Bar and they are identified with the Documents button.
Historical:

Once selected, at the top of the panel list the different histories that can be
consult.

When selecting the type of document, all documents are displayed in a list.
 3. Quick Navigation Tips.

The following functions and how to use them can greatly enhance your ability to navigate
through the system in everyday tasks.

3.1 Switching between companies

In the event that you are a user who uses more than one company at the same time, you can make the change to
company in two ways:

3.1.1 Using the Status Bar

Just press the company name in the status bar for the system to display the screen of
Company selection.
After selecting the company, you press Accept and change to the desired company.

3.1.2 Using the Application Menu

By pressing the Application Menu button, the Select Company option is chosen.

This shows the selection window and can be changed.

 To change the height of the header, right-click on the name of the header and
Then select the header height, and then indicate the number of lines desired.
visualize.
3.4 Additional Page Information (PAGE)

This information is useful for requesting support as it indicates the page that has the problem, as well as its type.
and the source table.

To access this information, press the application Menu button >> Help >> About this
Page
As a result, it shows in the FastTab the information of the page, such as the name and source table.

In the FastTab of Page Fields, it shows the information of the page in a field list mode, which
It is useful when we cannot identify the field and the value we are reviewing.
3.5 Microsoft Dynamics 2015 Help

Microsoft Dynamics NAV 2015 has an extensive library with help associated with the pages.
fields and functions of the system. To access it, simply go to Application Menu >> Help >>
Microsoft Dynamics NAV Help
 3.6 Navigation Shortcuts and Dates
In order to make navigation and data capturing into the system more efficient, it is important
to get to know and familiarize oneself with some shortcuts that exist in the system:

3.6.1 Keyboard Shortcuts

Most keyboard shortcuts are used to operate the mouse. The most common shortcuts used
son:
You can find a more extensive list on this page:[Link]
us/library/hh179479(v=nav.71).aspx

3.6.2 Date Shortcuts

When capturing dates in the fields, the following shortcuts can be used:
Input Result
W Current work date
T Today's date
H Today's date
1 to 31 Day number of the current month
dd-mm-yyyy Date in normal format
ddmmyyyy Date without separators
ddmmyy Fecha corta sin separadores
3.6.3 Notes and Notifications

Adding notes to documents is very useful for leaving related instructions. For this, the
FastTab located on the left side where the information boxes are.

To add it, click on the option Click here to create a new note

The text box expands and there you can write the message. Then, the user to whom it is directed is indicated.
the grade, using the dropdown list

In the event that it is desired to notify the person and said note appears on their home screen in the
In the notifications section, the Notify checkbox is checked.
Once done, press the Save button and the note is recorded, and if indicated, it is displayed in the
notifications.
By pressing the button the filter will be applied to the list.

To remove it, simply press on and it will return the list to its original state.
3.6.5 Filtering Criteria

In Microsoft Dynamics NAV 2015 you can use various symbols that function as wildcards in
the system and allows adding logic to their filtering criteria.

Among the characters that can be used are: