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Malcolm Roach, Open Door Technology Inc.

Microsoft Dynamics NAV Shortcuts and Filters to Increase Your Productivity 


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Open Door Technology Dynamics NAV Shortcuts Blog

Microsoft Dynamics NAV shortcuts are one quick way you can become more productive. 

I once had an unresponsive computer mouse that wouldn't track my cursor movements unless it was moved slowly and painstakingly to where I needed it to be. Although this caused minor delays, I didn't fully understand how much this cost me in terms of time and productivity until I got a new mouse. My job satisfaction increased exponentially as my daily tasks were accomplished faster and more efficiently. I was aware of how the smallest inefficiencies can sometimes cause the biggest delays and as a result changes to your workflow don't have to be earth shattering to be effective.

What day-to-day data inefficiencies are you or your staff dealing with?

There are both major and minor inefficiencies in your organization when it comes to managing data. A major inefficiency could be a disjointed system, or series of systems, that does not share information across all of your departments. A disconnected system results in a lack of real time data, delays due to duplicate data entry, lack of insight into key business operations, and complicated integrations that are costly to upgrade and support. An example of a minor system inefficiency could be a lack of formal training for your staff, outdated software, or taking extra steps or workarounds in your systems to accomplish daily tasks.

An ERP system such as Microsoft Dynamics NAV solves many major delays for organizations looking for a single system to manage all aspects of their business. The real-time database gives staff and management full visibility into daily operations. The Microsoft Office look and feel gets staff up and running quickly in a familiar environment, which drastically reduces training time and ongoing support.

Microsoft Dynamics NAV takes care of many of the major pain points you may be experiencing, but even having the most popular mid-market ERP system in the world doesn't mean your staff will be as efficient as they can be.

Ramp up your efficiency in the most simple way: Keyboard shortcuts and filters for Microsoft Dynamics NAV 2016 and earlier versions 

Keyboard shortcuts for Microsoft Dynamics NAV cover everything from moving from field to field, refreshing active windows, opening windows, sorting data, and exporting data. Filters allow users to quickly sort data and find related records including number ranges, text that contains data or is case sensitive, as well as combining format expressions.

You can download a copy of all available Dynamics NAV shortcuts and filters to review. To maximize  your productivity we suggest learning one new shortcut or filter a day. You will be surprised at how the smallest changes will make a big impact on your productivity.

Watch these short videos highlighting five useful Dynamics NAV shortcuts and see just how easy it is to incorporate a shortcut or filter into your daily routine.

Open Your Role Center from Any Screen

Use Shift + F12 to access your Role Center from any screen in Microsoft Dynamics NAV instead of selecting Home and then Role Center.

Refresh the Active Window in Dynamics NAV

In Microsoft Dynamics NAV (up to version 2016) use F5 to refresh your active window to see the results of changing the value in a field. It may be underrated, but this shortcut allows you to commit your change to the database without leaving a record or card.

Export Data to Excel from Dynamics NAV

This is a useful keyboard shortcut to know when you want to quickly export data into a Excel spreadsheet. Use CTRL + E after navigating to a list in Dynamics NAV (such as Vendors).

Filter Data in Dynamics NAV

The shortcut F3 allows you to select the Type Filter typically, which is used in a list page. F3 will take you to the filter without you having to click on the search bar.

You can use the filter to search for a great number of things including Name, Phone No., Contact, and No. For example, you could choose to filter on a No. with 10000 or for a range such as 10000...30000. You could search for a Name and use keywords, or choose to search for names ending with ies by using the filter *ies.

Open About This Page or Report Window in Dynamics NAV

This Dynamics NAV 2016 (and earlier versions such as 2015) shortcut allows you to open About This Page or the Report Window with CTRL + ALT + F1. This shortcut is useful when looking up and selecting a vendor to view About This Page, which tells you the page name and number is, table name and number, and what record you've selected. You can also view all the available table field names and ID number.

You can also use this shortcut to get information on a report. Select a report, use the shortcut, and see the report name and number. If you run the report in preview mode you can see the dataset, which is useful when designing or troubleshooting reports.

You can view more Dynamics NAV Tips and Tricks videos on our YouTube channel.

Malcolm Roach, CEO of Open Door Technology, Microsoft Dynamics NAV partner in Calgary, Alberta

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