Some customers may not want to use Departments menu available. We need to have some option to remove the ‘Departments’ menu if we don’t want it on role center page. As we are all know we can customize a role center to hide the Departments menu for that client or a user. But what if want to hide for all users? How to do that? Here, I have jotted down the steps to achieve this.Let’s consider the role center “Sales Order Processor” is shown below.Open the Microso...

We know that TransHeader and TransFooter section types were available in NAV 2009 version but there are no such section types in RDLC, even though wecan achieve these in RDLC report using report functions.We can print TransHeader and TransFooter in RDLC report using below functions:     1.  Using RunningValue function.     2.  Using ReportItems function.RunningValue Function: It uses a specified function to return a running aggregate of the specified expre...

I think I got late with this post, but I was unaware that most of us still don’t know how to change the NAV splash screen image.So let’s have a look on this.Steps:1.   How to change the Microsoft Dynamics NAV splash screen image as mentioned below screen shot.2.   After installation of NAV, usually all files are stored in the C:\Program Files (x86)\Microsoft Dynamics NAV\71\RoleTailored Client. In the folder we choose Images folder as mentioned below screens hot.3.   S...

Microsoft Dynamics NAV 2013 onwards there are no “Database Logins” supported. It means, no need to create all the users in SQL database, because the user authentication is not on SQL server level, but on NAV server level. When you create a new user, you provide different information depending on the credential type that you are using in current Microsoft Dynamics NAV Server instance. But all users of a Microsoft Dynamics NAV Server instance must be using the same credential type. You...

Multi-tenancy is a software architecture in which a single instance of the application can be accessed by multiple customers. This is rather simple as a definition, so let us explain the concept of multi-tenancy. Single Tenancy Multi-Tenancy Microsoft Dynamics NAV and Multi-tenancyEarlier versions of Microsoft Dynamics NAV was known to us as a single tenant software architecture that can be deployed on-premise. With Microsoft Dynamics NAV 2013 R2, which is known to be th...

Microsoft Dynamics NAV 2015 has introduced a simple way to automatically running reports at desired intervals with the report scheduling option. The report scheduler runs the report in the NAV server and saves the output in PDF, Word or Excel format. You can also see the generated report in the new “Report Inbox” pane introduced in the Role Center page. With the report scheduler you can:1.       Schedule resource intensive reports at times of less usage ...

Microsoft Dynamics CRM, is one of the prominent offerings from the Microsoft Dynamics family of ERP and CRM products. It is quite a long time now that MS CRM is in the marketplace. We came across a very odd request from one of our clients, asking us develop a tool which will generate documentation for the CRM workflows. The definition of the workflows in MS CRM is quite intuitive and easy to use. However, the way this data is stored in the CRM SQL database is not that straight forward. Our team ...

In general chart means visual display of information, this is one such feature that is introduced in the new release of Microsoft Dynamics NAV 2013 R2 where the data can be visualized as per the user need. When the data are very complex then the user can view a visual representation of the data helping to see the trends and make decisions. For example: - The user wants to keep track of the customer based on the country from where they originate. User can easily track the customer when they ...

What is CRM  Today’s world is fast changing and full of challenges, which fundamentally changed the way people do business. Every organization has different teams of people who put their efforts to make strategies and execute them to build a successful business by focusing on three fundamental areas known as Marketing-Sales-Services. Through Customer Relationship Management you can reduce cost and increase profitability by organizing and automating business processes. It helps yo...

RapidStart Services is an integrated tool that helps you to speed up the implementation process and facilitates better control of whole processes in NAV implementation. It includes Project Overview, Master Data Import and Export, Configuration Packages, etc. You can set up a new company in Microsoft Dynamics NAV with RapidStart Services for Microsoft Dynamics NAV.RapidStart Services gives you an overview of the implementation process of your new company by providing a worksheet in which you can ...