Microsoft Dynamics NAV is known for being customizable. Pliable. Personalizable… not sure that last one’s a real word.
But 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.
If you want to design reports in NAV 2013 R2, you are probably aware that you’ll need the Professional edition of Microsoft Visual Studio 2013 or 2012 which costs $499 from the Microsoft Store. If you don’t have Visual Studio, the good news is that you have an alternate option, and that’s the Microsoft SQL Report Builder – and it’s free.
By default, when you attempt to view a report layout when designing a report, NAV will look for Visual Studio 2012 or 2013 Professional and give you an error message if it can’t be found.
To configure NAV to use the SQL Report Builder instead, go to Tools > Options in the NAV Development Environment and you will see an option called “Use Report Builder” and the default value for this option is set to <No>. Simply replace that value with Yes (do not use the < or > characters) and press OK to save the change.
The next time you design a report and attempt to view its layout, NAV will automatically open it using the free Report Builder.
The Report Builder tool is not as powerful as Visual Studio but I’m sure you’ll agree that it’s always to good to have options.
You can watch the complete walkthrough below or directly on our YouTube channel (http://youtu.be/RcVrjEE2c2Q)
Note: The SQL Report Builder option is only available in NAV 2013 R2. If you’re using NAV 2013, which requires Visual Studio 2010 Professional, Claus Lundstrom has a blog post on Mibuso walking through how you can use Visual Studio Express to design reports: http://mibuso.com/blogs/clausl/2012/05/31/free-visual-studio-designer-for-editing-reports-in-dynamics-nav-2013-and-other-options
If you have multiple companies in NAV, you know how to switch between them: File > Company > Open in Classic, or clicking on the Dynamics flags and then Select Company in the RoleTailored Client.
You probably also know that you can use the shortcut Ctrl+O in either version of the NAV client.
But did you know that in the RoleTailored in NAV 2013 and 2009, you can switch between companies simply by clicking the Company name in the status bar at the bottom left of the main NAV window?
Click and change. That simple.
This also works for changing the Work Date, which is displayed right next to the Company name in the status bar.
As I was browsing through my Twitter feed yesterday, I saw a tweet from Johannes Gudmundsson (@nav_viking) with a screenshot from an old version of Navision. The date on the screenshot in Johannes’ tweet reads 02/17/2007, although I’m sure the version is much older – from the character based days of DOS. Seeing that date took me back in time on a trip down memory lane. Because you see, my journey with Navision began just one day before the date on the screenshot, on February 16, 2007.
Screenshots Above: Navision (NAV), then and now.
In February 2007, I was a senior in college working towards a business degree and focused on two things: finding a career and graduating. I’d had a few different part time jobs and internships by that point, but I couldn’t see a future in any of them. Without a lot of expectations, I engaged with my university’s Career and Experiential Learning office and got set up for three internship interviews. Little did I know that the second interview would be the one that changed my life.
Continue reading “Taking a trip down memory lane”
This afternoon, one of our Account Executives inquired about system requirements on NAV 2013. I thought I’d share it with our blog readers in case you were wondering too.
One notable change from NAV 2009 is that the NAV 2013 Server must be installed on a 64 bit machine. The Windows Client (aka the RoleTailored Client) can still be installed on a 32 bit or 64 bit machine. For both components, the Operating System must be at least Windows 7 Professional or Windows Server 2008 (or newer).
Click the link below for full system requirements as they appear on MSDN: