If you haven’t spent much time looking at this dialog in Microsoft Dynamics NAV 2009, then likely you really need to read on: In the Olden Days Navision had a pretty standard release world. X.YY releases (such as 2.60, or 3.10) would be the big releases. You’d download a […]
NAV Usage
NAV 2009 Role Tailored Client (RTC) – Introduction Part 1
Here at Small Square Services, we spend a great deal of time talking about Microsoft Dynamics NAV 2009 Role Tailored Client. However, many NAV users are still using what is now called the Classic Client and may not know what this RTC product is all about. In this post, we’re going to give a basic […]
The Power of Notes and Notifications
In Microsoft Dynamics NAV 2009, one of the most popular new features is the Notes FactBox. Let’s take a look at the basics of how it works. In our example today, we have a Customer who is pretty behind on their payments and we’re going to block them, note why, and ask our collections person […]
Viewing Report Data
One of the great features about RTC Reporting is that, if you want to slice and dice the numbers, you can easily Save As Excel. But, you can go even further beyond that if you want! We’ve talked before about the data structure behind reports from a technical point of view, but let’s look at […]
Recurring Journal Document Numbers
A very dry title about a very handy tip for users (or potential users) of Recurring Journals. This works in Microsoft Dynamics NAV 2009 and Serenic Navigator, for all versions going back for the last 10 years, so you don’t have to be running the latest and greatest to make use of this. When using […]
Quickly Create Role Shortcuts
In an ideal world, you’ve helped your customer build Role Centers specific to each of the organization’s roles. But, when you need to help someone with their role, sometimes getting to it from your own role can be tricky. Thankfully, Microsoft gave us a way in the Shortcut to the RTC that allows us to […]