Using the Company “System Indicator”

CompanyIndicatorIf you’re using NAV 2013 or a newer version and have multiple companies in your database (or multiple databases), you should consider using the System Indicator to easily identify which company you’re logged in to.

While on the Role Center page, the company name is shown in multiple places such as the address bar at the top, and in the status bar at the bottom of the NAV window.

CompanyIndicator2However, if you’re drilling down or looking at a page that opens up in a new window, you will not be able to identify the company you’re currently in. This can be a source of confusion for users working in multiple companies simultaneously (or frequently switching between companies) and for developers looking to test functionality in a multi-database environment. This issue is addressed by the System Indicator functionality.

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How do I find the latest Released Cumulative Updates (Hotfixes) for Microsoft Dynamics NAV?

If you’ve ever gone looking for the latest cumulative updates for NAV on Microsoft CustomerSource (or PartnerSource), but don’t know which one it is, you’ll probably agree with me that it can be a time consuming task.

Cumulative UpdateWell, there is good news! Microsoft has “fast publish” articles that maintain a list of released Cumulative Updates for each of the following versions: NAV 2013, 2013 R2, and 2015. The Cumulative Updates are typically released at a monthly frequency.

You may see a “Referring link not Secure” message since we are an external source linking to a Microsoft KB article. Click on Continue to proceed to the article. You may need to sign in with your Microsoft CustomerSource / PartnerSource login.

If you are using NAV 2015, the Platform update / hotfix directories (NST, RTC, etc.) are no longer available “out-of-the-box.” A few additional steps need to be taken to get those individual subfolders so you can patch the files on the NAV server and existing NAV client workstations. Instructions for this can be found here:

LetsTalkNAV.com will also be posting a how-to video to walk you through the steps of getting back these directories. We will update this article with a link to the walkthrough once it is posted.

Why Won’t Search Find My Report

As often happens, a client asks a question.

How come my Super Awesome Report doesn’t come up when I use the Search on the ribbon?

Report Search in Dynamics NAV

For those of us that are Classic Client converts, it’s not a huge mystery, but it did cause me to pause and Google it, and search the help file to see if anything was mentioned about it anywhere… nothing jumped out.

The answer is that you need to create a menusuite and put your Super Awesome Report (Codeunit/XMLport/Page/Query) on it.

If it applies to a certain area, like Financial Management, you can add it there. If it is it’s own special area, perhaps you’ll create a menu and put it there.

You’ll have to go into the Development Environment and add a Company (or partner) level menusuite if you don’t already have one.

Once there, right click on the Menu at the bottom and click new.

Create Item for Report

There are 15 bitmaps to choose from here, I don’t know how they translate out in the RTC, but you can trial and error them until you get what you like. Once you click OK, you’ll be in the empty menu. Right Click in there again to create an Item.

I’ve added the Super Awesome Report and put it in the Reports and Analysis Department of my new menu.

I click OK on that and close and save the Navigation Pane designer.

When I reopen my RTC and search, my Super Awesome Report shows up.

NAV 2013 RTC Search field

If I look in Departments, I see a new “Custom Reports” Department.

Custom Reports

And if I click into that I see that under Reports and Analysis, my Super Awesome Report is listed.

Your Report in Reports and Analytics

As always, hope you find this helpful.

Did You Know: Disabling personalizations in NAV 2013 (and newer)

Microsoft Dynamics NAV is known for being customizable. Pliable. Personalizable… not sure that last one’s a real word.

Disabling PersonalizationsBut what if you don’t want users personalizing NAV? That’s possible too. And quite simple to do.

On the Profiles page (Departments > Administration > Application Setup > RoleTailored Client > Profiles), edit the desired profile and check the Disable Personalization field. Simple as that.

If you’d like to learn more simple tips and tricks on customizing NAV, join me at 11AM on October 15th at the NAVUG Summit for the Easy Customizations Any End-User Can Do session. Follow the link to add the session to your NAVUG Summit schedule.