Drilling down [NAV 50 Tips Series]
Posted: October 31, 2013 Filed under: Uncategorized Leave a commentView the short video on this tip below.
This tip is from the 50 Tips in 50 Days series. Find more information here!
Navigate [NAV 50 Tips Series]
Posted: October 30, 2013 Filed under: Uncategorized Leave a commentView the short video on this tip below.
This tip is from the 50 Tips in 50 Days series. Find more information here!
History menus [NAV 50 Tips Series]
Posted: October 29, 2013 Filed under: Uncategorized Leave a commentView the short video on this tip below.
This tip is from the 50 Tips in 50 Days series. Find more information here!
Use the search function [NAV 50 Tips Series]
Posted: October 28, 2013 Filed under: Uncategorized Leave a commentView the short video on this tip below.
This tip is from the 50 Tips in 50 Days series. Find more information here!
50 Tips in 50 Days (2013)
Posted: October 28, 2013 Filed under: Uncategorized Leave a commentI recently had the opportunity to present a session called 50 Tips in 50 Minutes for Finance at NAVUG Forum and promised to share each of these tips in short video form before the end of 2013. I’ll release one each day, and update the links on this posting at the end of each week so you can get to them easily.
Finding Things
Moving Around
7) Screen organization (real estate)
8) Sorting financial transactions
9) Filtering financial transactions
Keyboard Tips
Payment Terms Tips
15) Recurring last day of month
18) Third to last day of month
Journals
21) Reversing recurring journals
22) Use recurring journals as a checklist
Before you Post
27) Preview test posting reports
30) Use payment tolerance for small balance write-offs
Audit Trail
35) Check for purchases (item transaction detail)
Agings
37) Use posting groups to separate your agings
38) Run your agings three different ways
Month End
40) Close the inventory period!
42) User date admin – all/by user
Financial Reporting
43) Dimensions – use code mandatory
45) Update your analysis views
46) Run the canned NAV trial balance
47) Use analysis by dimensions
Learning More
49) Use customer source & MSDN.com
50) Connect with the community!
Where will you find me at NAVUG Forum 2013?
Posted: October 14, 2013 Filed under: Uncategorized | Tags: NAVUG, user group Leave a commentWe’re one week away from NAVUG Forum in beautiful Tampa, Florida. If you read the blog or maybe you’ve taken one of my classes, I’d love it if you said hello! Here’s where you can find me during the conference:
Monday, 10/21
8:00 to 5:00 Teaching a full day Academy class: Account Schedules and Analysis Views.
5:00 Attending Buddy Night to make sure first time attendees start off the conference on the right foot.
Tuesday, 10/22
8:00 – General Session. Will you see me on stage? What will I be doing? Show up to find out!
10:00 – Conducting a session: Account Schedule Basics
In one quick hour, learn some account schedule basics, and then see how you can set up one schedule and look at it in nine different and easy ways! This session will highlight the differences the RTC and 2013 have made to navigation with account schedules, but all functionality will be applicable to Classic users.
1:15 – Conducting a session: Lean In: Women, Work, and the Will to Lead
When Sheryl Sandberg, COO of Facebook, published her 2013 book Lean In: Women, Work, and the Will to Lead, she didn’t expect it would become the feminist manifesto of the decade. Her observations about fully engaging in our work, bringing all of our talents to the table, and claiming ownership of our roles as leaders in our organizations apply to all professionals. Join this session to discuss how we can all answer her pivotal question: What Would You Do if You Weren’t Afraid?
5:00 to 8:00 Working the iloveNAV booth!
Wednesday, 10/23
11:15 – Conducting a session: Dimensions? Posting Groups? What’s the Difference?
Ever wonder if you’re really using dimensions and posting groups the right way? This session will clarify the differences between these two fundamental parts of your Microsoft Dynamics NAV financial setup. If you’re in the process of deciding how to set these up or trying to decide how to improve on what you have already, you’ll get some great ideas in this session.
6:00 to 8:00 Working the iloveNAV booth!
Thursday, 10/24
9:15 – Conducting a session: The World of Web-Based Microsoft Dynamics NAV Resources
There are a ton of resources out there on the web just waiting for you to find them. The question is, will you find them valuable once you get there? Learn about different types of Microsoft Dynamics NAV resources available on the web for end users, super-users, developers, and more. Find out what’s going to work best for you to maximize the time you have to find answers for what you need.
1:15 – Conducting a session: 50 Tips in 50 Minutes for Finance
This version of our popular, fast-paced 50 tips session focuses on Finance – so get ready to take lots of notes as we run through 50 great tips on how to get more from Microsoft Dynamics NAV Financials to help you be more effective.
3:45 – As the co-chair for the Programming Committee, I’ll be attending the Closing General Feedback Session to hear what you have to say about this year’s conference and to find out what you’d like to see next year.
That’s where I’ll be next week if you’re looking for me. Make sure to say hello! I’d love to hear how you are making NAV work at your company!
New NAV2013 video reviewed: Cost Control’s Dynamics NAV2013 Quick Entry
Posted: October 3, 2013 Filed under: Uncategorized | Tags: NAV 2013, quick entry, videos 1 CommentDynamics NAV2013 – Quick Entry; Cost Control (6:29) Fast and effective demo of using the new quick entry feature using a sales order. Cost Control’s Rick Baxter moves us through how to easily customize a fast tab with quick entry so any user can define exactly which fields the cursor stops at for the fastest possible data entry using NAV2013. He also shows how administrators can also set this up for all users.
There are a whole lot of very technical NAV2013 videos out there made for programmers and NAV developers. Videos geared toward the NAV end-user are a bit more difficult to find. I’ve added a new page to the blog so I can add videos I’ve found that I think are helpful. I’ll review each video I find personally and post some comments on each to make it easier for you to decide if you want to spend your time viewing it yourself.
New NAV2013 video reviewed: Clients First Finance New Features Cost Accounting
Posted: October 2, 2013 Filed under: Uncategorized | Tags: cost accounting, learning, NAV 2013, video Leave a commentMicrosoft Dynamics NAV 2013 Finance New Features COST ACCOUNTING; Clients First (52:27) This is one of the only comprehensive videos I’ve seen to date that covers the new NAV2013 cost accounting features. It’s geared toward the finance super user. The video is presented by Andreas Gunther, Microsoft Escalation Engineer. There are two demos, the first from 6:20 to 16:47 showing where to find the new features and the second from 26:49 to 52:00 showing new functionality. In between the demos, there is some discussion of advanced setup considerations, posting and transferring data, allocations, reporting using account schedules, and budgeting.
There are a whole lot of very technical NAV2013 videos out there made for programmers and NAV developers. Videos geared toward the NAV end-user are a bit more difficult to find. I’ve added a new page to the blog so I can add videos I’ve found that I think are helpful. I’ll review each video I find personally and post some comments on each to make it easier for you to decide if you want to spend your time viewing it yourself.
New NAV2013 video reviewed: Clients First Finance New Features Cash Flow Forecast
Posted: October 1, 2013 Filed under: Uncategorized | Tags: cash flow, learning, NAV 2013, tips and tricks, video Leave a commentMicrosoft Dynamics NAV 2013 Finance New Features CASH FLOW FORECASTING; Clients First (45:37) This is one of the more comprehensive cash flow forecasting videos I’ve seen to date geared toward the finance super user for the new cash flow forecasting features. The video is presented by Dirk Reeps, Microsoft Support Engineer. He covers the different data sources used to construct the forecast, what parameters are required, shows a basic demo of the new functionality from 12:42 to 16:15, and some more specific examples from 22:06 to 36:50. From 7:32 to about 9:32, there is a nice discussion of how to include budgeting for cash flow forecasting, and starting at 38:20, there is a discussion of dimensions with cash flow forecast, and account schedules at 39:56.
There are a whole lot of very technical NAV2013 videos out there made for programmers and NAV developers. Videos geared toward the NAV end-user are a bit more difficult to find. I’ve added a new page to the blog so I can add videos I’ve found that I think are helpful. I’ll review each video I find personally and post some comments on each to make it easier for you to decide if you want to spend your time viewing it yourself.