Dynamics NAV Tips & Tricks

Our handy desktop guide provides you with our Tips, Tricks & Shortcuts, helping you save minutes in your day and look like a NAV pro in no time! We have tips on how to send to Microsoft Excel in an instant, as well as finding a blank field in your data. Plus, tricks for entering criteria in filters, or how to use special symbols to further filter results.

Top Tips
Learn More

System Indicators

See the company information displayed on every page in Dynamics NAV | Business Central using system indicators personalised to you.

Top Tips
Learn More

Sorting

Get a quick overview of your data with the sorting function in Dynamics NAV | 365 Business Central.

Neat Tricks
Learn More

Save Filtered Views

Save filters you regularly use to retrieve them in super quick time whenever you need them!

Top Tips
Learn More

My Notifications

Use notifications to remind you, warn you or notify you in different ways in Dynamics NAV | 365 Business Central.

Top Tips
Learn More

Managing Roundings

It's easy to correct figures in documentation that you've received from other companies, such as when different systems round numbers differently.

Top Tips
Learn More

Freeze Pane

Just like the handy feature in Excel, you can add freeze panes into NAV and keep fields visible when you scroll long the row.

Learn More

Filter to this Value

Filter on specific criteria in an easy click - make it super easy to see the data you want in an instant.

Neat Tricks
Learn More

Faster Searching

A great way to use the search functionality is to type parts of the words rather than the entire search term.

Top Tips
Learn More

Customising Ribbons

In every page in NAV, there is a ribbon containing actions to access the functionality available to you.

Top Tips
Learn More

Customising FastTabs

Highlight important information from within FastTabs when they're collapsed, so you can get everything you need at a glance.

Top Tips
Learn More

Customising FactBoxes

FactBoxes can easily be customised to show as much or as little information as you require.

Neat Tricks
Learn More

Copying and pasting in and out of Dynamics NAV | 365 Business Central

You have the ability to copy a set of rows out of a journal or worksheet, paste into Excel and edit - then paste the amendments back into Dynamics NAV | Business Central!

Top Tips
Learn More

Changing the Role Centre

It's easy to set roles for individuals to use, so then the role centre and system can be tailored to them.

Neat Tricks
Learn More

Calculations in Number Fields

There's no need to venture out of Dynamics NAV to make calculations - you can simply type them right into the system!

Top Tips
Learn More

Breadcrumb Bar

You can quickly jump back a couple of menu levels using the Breadcrumb Bar!

Top Tips
Learn More

Back Button

It might seem obvious but the back button in Dynamics NAV works just like the one in any Internet browser!

Top Tips
Learn More

Adding options to the Menu List

If you have pages you always use, you can add your own menu shortcut to traverse through the system.

Top Tips
Learn More

Adding Multiple Filters

Make use of this really handy feature - add multiple features on the same page!

Top Tips
Learn More

Adding Filters to Pages that don't have them

Add filters into places in NAV where you previously didn't think you could!

Icon for Activate the Menu Bar
Learn More

Activate the Menu Bar

Navigate through various pages and actions in a touch of a button using the menu bar.