Business Functionality

Microsoft Dynamics NAV provides dedicated functionality for typical business areas, such as Finance and Human Resources. As in Help, this business functionality is grouped in different departments in the user interface. For more information, see Departments.

To support your department-specific tasks, you can use a variety of general business functionality, such as Workflow and Office Integration, which is available across two or more departments.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See

Make and collect payments, process intercompany transactions, prepare year-end closing, manage fixed assets, and manage cash.


Analyze data and budgets, create and set up account schedules, and provide financial reporting using XBRL.

Business Intelligence

Create and manage contacts, develop a marketing plan, and conduct a marketing campaign.


Manage common sales processes and information, such as quotes, orders, and returns.


Create master data and attach related item information, and prepare production master data, such as BOMs and routings.

Design and Engineering

Plan the production operations that are required to transform inputs into finished goods.

Operations Planning

Manage purchases, such as quote, order, and return processing.


Manage and record the physical handling of items that are received at company warehouses.


Ensure an effective flow of goods that are received and shipped.

Warehouse Activities

Define shop floor resources and their capacity, schedule operations, pull production components, and execute production operations.


Post sales orders and purchase receipts, receive items for shipping, and ship them.


Schedule service calls and set up service orders, and track repair parts and supplies.


Schedule resources and adjust resource pricing and time allocation.

Resource Planning

Manage project budgets and monitor job progress.

Project Management

Register and maintain employee information, such as basic employment information and employment.

Human Resources

Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps.


Enable users to exchange data with external sources during daily tasks, such as sending/receiving electronic documents, importing/exporting bank files, and updating currency exchange rates.

Data Exchange

Record external documents in Microsoft Dynamics NAV, including their file attachments, and then manually create the related documents or automatically convert the files to electronic documents.

Incoming Documents

Use Microsoft Office.

Integrating with Microsoft Office

Work with Outlook.

Synchronizing Microsoft Dynamics NAV with Outlook

Keep track of e-mail interactions.

Logging and Tracking Email Interactions

Use Microsoft Dynamics CRM.

Integrating Microsoft Dynamics CRM by Using the Connector for Microsoft Dynamics NAV

Use credit cards with Microsoft Dynamics NAV.

Payment Services for Microsoft Dynamics ERP(NAV)

Monitor and collect data based on specific search criteria on different types of social media.

Social Engagement

Work across administrative centers by setting up user-specific views of sales and purchase documents related to a particular responsibility center.

Responsibility Centers

Assign unique identification codes to records, such as general ledger accounts, customer and vendor accounts, invoices, and documents. A well-designed numbering system also makes the company more manageable and easy to analyze and can reduce the number of errors that occur in data entry.

Create Number Series

Set up standard texts, such as a customer's address, a posting text that is used in journals, or other repeated text that you want to add regularly.

Standard Texts

Get maps from an online map service that can show addresses and locations or route directions to customer or vendor locations.

Online Maps

Combine any table or query data with multiple chart properties to create an unlimited number of generic charts that can be accessed by any user from many different places.

How to: Create Generic Charts

Edit existing Role Center charts or set up new variations of specific charts by combining, for example, account schedule lines and columns in multiple ways to provide a large number of different financial performance indicators.

How to: Edit Specific Charts

Create descriptions for records, such as accounts, items, resources, and standard texts, which are then automatically added to related documents.

How to: Insert Extended Text

Assign reason codes to most types of transactions to record why transactions are made.

How to: Use Reason Codes on Sales Documents and Purchase Documents

Specify the non-working days in your company, so that that they are excluded from various schedule calculations.

How to: Set Up Base Calendars

See Also




Working with Microsoft Dynamics NAV
Setup and Administration