In NAV 2017, Microsoft have added new field in Sales Area i.e. Work Description, which help users to add details about the Sales Quote and which gets copied over to Sales Invoice. This is the important field for the Sales people to give special instructions which can be used for Production if the goods are … Continue reading Work Description field in Sales Quote in NAV 2017 →

Introduction: With Microsoft Dynamics NAV 2017, we can increase or decrease the inventory of an item from the item card itself. Steps: 1. Navigate to Item card. 2. Select assist Edit next to Inventory and enter the New Inventory. 3. If New Inventory is less than current inventory a Negative Adjustment will be passed behind … Continue reading Increase/Decrease Inventory from Item Card in NAV 2017 →

Partially built using the Notifications in the UI the smart notifications gives you advice when you use the application. As an example; if you create a new sales invoice for a customer that have an overdue balance you will see the below notification. Another example is when you close a sales order you receive a … Continue reading Smart Notifications in NAV 2017 →

As NAV 2017 introduced new features, they have added some fields in Sales & Receivable Setups. These fields are explained below : Following new fields are added in the Sales & Receivable setup as compared to NAV 2016. Default Item Quantity Create Item from Description Allow Document Deletion Before The functionality of these fields are … Continue reading New fields in Sales & Receivable Setup in NAV 2017 →

Dynamics NAV 2017 gives the possibility to define own product attributes (e.g. colour or size) and assign them to the corresponding item, so the user can refine and structure his article range much better. Till NAV 2016 Item Categories were a simple List Where we can specify the Categories and some other default parameters but … Continue reading Item Categories in NAV 2017 →

Generally, users spend lot of time in selecting each product and their variants for sales in Sales order. Dynamics 365 for operations gives option to select the product by category. Following is the process to select multiple products and their variants in a quick way: 1. Create a new Sales Order 2. Click on Add … Continue reading Selecting Multiple products for Sales in D365 for operations →

To account for salary payments and related transactions, you must import and post financial transactions made by payroll provider to the general ledger. The extension has been provided in Extension Market place for Importing of Ceridian Payroll Entries. The Ceridian Payroll extension allows you to import payroll transactions from the Ceridian HR/Payroll (US) and Ceridian … Continue reading Setting Up Ceridian Payroll Extension in D365 for Finance and Operations →

Dynamics 365 for finance and operations is a product from Microsoft. It is an ERP or enterprise resource planning software. Both medium and large companies can benefit from using this ERP solution. Companies can streamline the processes in the finance and operations functions. You will get a detailed view of what’s happening in departments such … Continue reading Importing Budgets using Excel in Dynamics 365 for Financials →

In Dynamics 365 for Operation, user can now start a depreciation run for assets across all legal entities from a single page. There is also a new option to automatically post the journals after they are created. The creation and posting of the journals can be sent to batch processing, allowing the depreciation to run … Continue reading Cross Company Depreciation →

Dynamics 365 for Financials supports Multiple Legal Entities. Assisted Setup helps in setting up the new company in few hours and get it ready for use. Please find below the steps on how to create a company and set it up : To Create a new Legal Entity In the top right corner, choose theSearch … Continue reading Setting up Company using Assisted Setup →