Application Help for Microsoft Dynamics NAV 2016

Microsoft Dynamics NAV is a business management solution for small and mid-sized organizations that automates and streamlines business processes. Highly adaptable and rich with features, Microsoft Dynamics NAV enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries.

Getting Started

To See

Find information about enhancements and improvements to Microsoft Dynamics NAV.

What’s New: Application Changes for Microsoft Dynamics NAV

Benefit from RoleTailored design.

Learn About the RoleTailored Design

Modify Microsoft Dynamics NAV to support accessibility.

Accessibility for People with Disabilities

Practice end-to-end business processes in the demonstration company.

Business Process Walkthroughs

Welcome to the sample database.

CRONUS International Ltd. Demonstration Database

Use Help to learn more about Microsoft Dynamics NAV.

Finding Information in Help

Working with Microsoft Dynamics NAV

To See

Establish basic settings for starting and using Microsoft Dynamics NAV.

Change Basic Settings

Filter data in lists and lines by setting different types of filters.

Enter Criteria in Filters

View and print reports.

Working with Reports in Microsoft Dynamics NAV

Enter a note, with or without sending a notification to your own role center or a colleague's role center.

Write Notes

Find any page in your installation.


Use standard facilities to enter text and numbers quickly.

How to: Enter Data

Learn the different page modes and shortcut key combinations that you use to create new lines and cards.

How to: Create New Lines and New Cards

Fill in new master data records quickly by applying templates.

How to: Create Cards by Using Data Templates

Change windows from view mode to edit mode.

How to: Make Windows Editable

Learn about the red asterisk on field that must be filled to complete a certain process, such as posting a transaction that uses the value in the field.

Mandatory Fields

Learn how to enter dates and times.

How to: Enter Dates and Times

Learn the rules for entering negative numbers.

Entering Negative Numbers

Learn how the City, Country/Region, and Country fields are automatically filled when you fill the Post Code field.

How the Post Code and City Fields Are Filled

Copy and paste rows using the shortcut menu.

How to: Copy and Paste Rows

Learn keyboard shortcuts for Microsoft Dynamics NAV.

Keyboard Shortcuts

Sort information in grid columns and lists.


Add comments to cards or documents as connected text that is carried with the record to posted entries.

Creating Comments

Use Find to search for strings in Microsoft Dynamics NAV.

How to: Use Find/Go to

Use search criteria to find entries and records.

Navigate Window

View all fields and data in the table or report that the page is based on.

Viewing Table Data

View role-specific product and business information.

Connect Online

Attach pictures to records, such as an items or resource cards.

How to: Insert Pictures

Set up and use the System Indicator to support working in different instances of Microsoft Dynamics NAV.

How to: Use the System Indicator

Transform pages in Microsoft Dynamics NAV to a Microsoft Word or Microsoft Excel file.

How to: Send Data to Other Programs

Copy and use a link to a page.

How to: Copy a Link to a Page

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

Setting Up and Administrating Microsoft Dynamics NAV

To See

Define the configuration for new companies.

Set Up a Company With RapidStart Services for Microsoft Dynamics NAV

Add users and manage permissions and access to data.

Administration in the Clients

As an administrator, configure the user interface for multiple users by customizing the UI for a profile that the users are assigned to.

As a user, personalize the user interface of your personal version of the profile by customizing the user interface under your own user logon.

Customize the User Interface

Enable users to import a specific bank statement or payroll file or export a specific bank payment file. Prepare exchange of data in SEPA bank files by modifying the related SEPA XML schema.

Data Exchange

Encrypt data on the Microsoft Dynamics NAV Server by generating new or importing existing encryption keys that you enable on the server.

Manage Data Encryption

Support your setup decisions with recommendations for selected fields that are known to potentially cause the solution to be inefficient if set up incorrectly

Set Up Complex Application Areas Using Best Practices

Using Business Functionality

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 email 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

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 they are excluded from various schedule calculations.

How to: Set Up Base Calendars

Exploring Roles

To See

Access business functionality Help that is organized by role in a company. The role-specific process overviews provide an alternative to the Departments Help structure.



To See

Get help to resolve specific problems using Microsoft Dynamics NAV.

Troubleshooting Using Microsoft Dynamics NAV

Understanding Designs

To See

Get deeper insight into complex feature areas to implement, customize, or set up the feature area in question.

Application Design