Microsoft Dynamics NAV

Microsoft Dynamics NAV: User Preferences Setup

Posted on Posted in Microsoft Dynamics NAV

Target Audience: NAV Users

Applied to Area: User Interface

Benefit: Users can work in Dynamics NAV in a more efficient way.

Microsoft Dynamics NAV 2013 and above comes with a Role Centre which has an impressive improvement in user interface and will simplify user experiences. Every user can have their own preferences when working in NAV.

Technique 1: Create Lists Shortcut

For example, if you want to view a list of all Open Sales Orders only, open Sales Orders list first, click on Sales Orders and select Advanced Filter.

 

 

Add a new filter > Status, set it to “Open”. It will redirect you to all the Open Sales Orders.

 

 

Once the filters are set, you save the view by clicking on Sales Orders > Save View As

 

 

Provide a name for this view and assign it to your preferred Activity Group. Click OK and the process is done.

 

 

Restart your Role Tailor Client and the new list can be accessed directly from the User Navigation Pane.

 

 

Technique 2: Add Report to User Ribbon

You can access commonly used reports from the ribbon easily at one click. To do this, locate the report, for example, Customer – Order Detail report.

 

 

Right-click on this report and select “Add to Reports on Role Centre Ribbon”

 

 

Go back to your Role Centre > Reports ribbon, Customer – Order Detail report and add it here.

 

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