Introduction: Generally, when we set up Microsoft Dynamics NAV, the authentication method by default is ‘Windows’. Windows Authentication : This method allows you to connect to NAV as the current Windows user. Username Authentication : This method requires that the user provide a User name, Password, and Domain name. Users are authenticated using their Windows account NavUserPassword Authentication : Users … Continue reading How to login Windows Client and Web Client using ‘NavUserPassword’ Authentication in Microsoft Dynamics NAV →

Introduction: In this article I will be giving the procedure required to hide whitespace if the textbox value is empty and hence not displayed in a report of Dynamics NAV. Pre-Requisite: Microsoft Dynamics NAV Procedure: 1. I have created a simple report with four field values from Customer table for demonstration. 2. I want to … Continue reading Technique to hide whitespace if the textbox value is not present in a report in Dynamics NAV →

Introduction: What is Workflow User group? Workflow user group is a group of users under one group title in Workflows with the users’ number in a process sequence such as an approver chain. To define an approval request to be not approved until multiple approvers in a approval chain have approved it, set up approvers … Continue reading Approval Workflow using Workflow User group in Microsoft Dynamics NAV →

Introduction: In a scenario where a company uses Excel to keep the data and wants to move its ERP to Dynamics NAV.  A lot of data needs to be added in NAV in order to get a full system working. Thus, copying each entry could be a time-consuming task. Microsoft Dynamics NAV is enabled with … Continue reading Ways to Import Export Data from Microsoft Dynamics NAV to Excel →

Introduction: To show visual representation of aggregated data in Microsoft Dynamics NAV client, tiles are created in NAV which are called Cues. Cues are more user-friendly. It helps the user to get quick details of aggregated data like the total number of open sales orders, total number of customers with a particular status, etc. Pre-Requisite: … Continue reading Procedure to create a custom Cue based on a query and a normal field in Dynamics NAV →

Introduction: Workflows are a list of steps, each step consists of workflow events, workflow condition and workflow responses. Companies require documents to be approved before they can be released or sent to the customers, vendors etc. E.g If a Purchase order has total amount above 10000, an approval may be required from the hierarchy before … Continue reading Approval Workflow Setup and Process in Microsoft Dynamics NAV 2017 →

Introduction: No. Series is used to create records in Dynamics NAV with unique numbers. Unique numbers are assigned to data records automatically using No. Series. The format to be used for the No. Series should be set up initially once which consists of a combination of numbers and alphabets. Pre-Requisite: Microsoft Dynamics NAV Purpose: In … Continue reading Procedure to create custom No. Series in Dynamics NAV →

Introduction: To upgrade the database to NAV 2017, following steps must be completed. Convert the Database Upgrade the Application code Upgrade the Data For Converting the database, refer this link For Upgradation of the Application code, refer this link  This blog describes the steps to Upgrade the Data. Pre-requisites: A FOB file that contains the upgraded application … Continue reading Upgradation of Data from NAV 2016 to NAV 2017 in Microsoft Dynamics NAV →

Introduction: Microsoft Dynamics NAV control add-ins can be created using the NAV .dll assembly viz. Microsoft.Dynamics.Framework.UI.Extensibility.dll assembly. This .dll binds the NAV control add-in and the NAV environment. This control add-in has to be implemented in Visual Studio and then registered in Dynamics NAV by navigating to Control Add-ins. Pre-Requisite: Microsoft Dynamics NAV Purpose: In … Continue reading Steps to create and use a Client Control Add-in in Microsoft Dynamics NAV →

Introduction: To upgrade the database to NAV 2017,  following main steps must be completed. Convert the database Upgrade the Application code Upgrade the Data This blog gives a steps wise procedure to covert the database from NAV 2016 to NAV 2017 Pre-requisites: Microsoft Dynamics NAV 2016 Microsoft Dynamics NAV 2017 Microsoft SQL Server Management Studio(SSMS) … Continue reading Converting a Database from NAV 2016 to NAV 2017 in Microsoft Dynamics NAV →