Dynamics NAV | 365 Business Central 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.

Featured image of desktop guide on Dynamics NAV Tips & Tricks page

Learn More

Activate the Menu Bar

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

Learn More

System Indicators

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

Learn More

Sorting

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

Learn More

Save Filtered Views

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

Learn More

My Notifications

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

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.

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.

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.

Learn More

Customising Ribbons

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

Learn More

Customising FastTabs

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

Learn More

Customising FactBoxes

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

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!