Finding Information in Help
The goal of Help for Microsoft Dynamics NAV is to provide information that you can access quickly and efficiently. The Help consists of different types of information that can be accessed in several different ways, as described in the following sections.
Types of Help Information
Business Process Help
The Help contains business process topics that build on a strong foundation of existing information. These business process topics provide the following:
Context for the process being described.
Overview information about the process.
Navigation links to the tasks that support the process.
The goal of the business process topics is to help you gain an understanding of the processes that affect your work, and the various tasks that make up those processes. While these topics cannot capture every company's work model, they attempt to illustrate general concepts around the processes and Microsoft Dynamics NAV best practices.
In addition, the Help contains walkthrough topics. These are end-to-end processes that consist of two or more tasks. By using the CRONUS International Ltd. demonstration database, the walkthrough tasks enable you to learn the steps involved in processes before you perform them using your own data. Application walkthroughs provide the beginning-to-end steps for processes like tracking sales campaign results, or calculating work in process for a job.
For more information, see Business Process Walkthroughs.
Wherever you are working in Microsoft Dynamics NAV, you can get context-sensitive Help that describes the part of Microsoft Dynamics NAV that you are working in. For example:
To get Help for filling in a field, in the Microsoft Dynamics NAV Windows client, choose the field and then press F1. In the Microsoft Dynamics NAV Web client, choose the field, and then choose the ToolTip that appears.
To see a description of the current page or window, choose the Help button in the window.
Sometimes, the context-sensitive Help will describe the database table that contains the data that is displayed in the window. The data that you enter in Microsoft Dynamics NAV is stored in tables. The information in a single table can be displayed in various windows. If there is no Help for the active window or page, Help for the underlying table is displayed.
You can also access Help by using Search on the Microsoft Dynamics NAV Help website.
Help contains the following types of topics to help you with your common tasks:
Procedural Help, which gives you step-by-step instructions to complete a task, such as, how to post an invoice or how to set up a customer card.
Conceptual Help, which gives you background information about an area of functionality in Microsoft Dynamics NAV.
You can access conceptual, procedural, and business process Help from the table of contents and by using Search. You can also find many of these topics in the See Also section of Help topics.
There are several ways to access Help information in Microsoft Dynamics NAV.
F1 Key and Context-Specific Help
When you press the F1 key in the Microsoft Dynamics NAV Windows client, you get Help that pertains to where you have positioned the pointer. For example, if the pointer is in the Name field in the Customer table, you will get information about that specific field and how it relates to the table. Similarly, in the Microsoft Dynamics NAV Web client, you can choose a field and be directed to information about that field. In Role Centers and other Microsoft Dynamics NAV windows, you can choose the Help button.
You can locate the Help options on the Application menu .
The Help menu contains the following options.
Microsoft Dynamics NAV Help
Opens a topic related to the window or page that you are working in.
Opens the OneNote page that has been shared across a company.
For more information, see How to: Set up OneNote Integration for a Group of Users.
About This Page
Provides information about all fields and values that are in the table on which a table or report is based.
For more information, see How to: View All Table Fields for a Record in the RoleTailored Client.
About Microsoft Dynamics NAV
Displays product information, including the version number of Microsoft Dynamics NAV.
For more information, see About.
Microsoft Dynamics NAV Help Website
When you access Help from the Microsoft Dynamics NAV Windows client or Microsoft Dynamics NAV Web client, Help opens in a browser that shows the content from the Microsoft Dynamics NAV Help Server. The Microsoft Dynamics NAV Help Server is a website with a high-level navigation in the left pane, and a Search box to help you find exactly what you are looking for.
The main pane shows the contents of the Help topic.
At the top of the Microsoft Dynamics NAV website, you can choose links that access the Microsoft Dynamics NAV Help on Microsoft Developer Network (MSDN) and other useful locations.