Book Image

Implementing Microsoft Dynamics NAV - Third Edition

By : Alex Chow
Book Image

Implementing Microsoft Dynamics NAV - Third Edition

By: Alex Chow

Overview of this book

Microsoft Dynamics NAV 2016 is an Enterprise Resource Planning (ERP) application used in all kinds of organizations around the world. It provides a great variety of functionality out-of-the-box in different topics such as accounting, sales, purchase processing, logistics, or manufacturing. It also allows companies to grow the application by customizing the solution to meet specific requirements. This book is a hands-on tutorial on working with a real Dynamics NAV implementation. You will learn about the team from your Microsoft Dynamics NAV partner as well as the team within the customer’s company. This book provides an insight into the different tools available to migrate data from the client’s legacy system into Microsoft Dynamics NAV. If you are already live with Microsoft Dynamics NAV, this books talks about upgrades and what to expect from them. We’ll also show you how to implement additional or expanding functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, debug error messages, and implement free third-party add-ons to your existing installation. This book will empower you with all the skills and knowledge you need for a successful implementation.
Table of Contents (19 chapters)
Implementing Microsoft Dynamics NAV Third Edition
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Creating views


We have seen how to apply filters and FlowFilters to the application. But once we leave the page and come back to the same page, the filter is gone. We have to apply the same filter or FlowFilter over and over again if we want to see the same results. Wouldn't it be great if we could save the applied filters so that we could apply them as many times as we wished without having to select the fields we want to filter and writing the filter expression again? This is possible with Dynamics NAV Views.

To create a View, follow the given steps:

  1. Follow the steps from the previous section to apply a FlowFilter to the Chart of Accounts page.

  2. Click on Chart of Accounts and select Save View As....

    The Save View As... dialog will open.

  3. Enter Chart of Accounts - 2017 in the Name field and select Home in the Activity Group field.

  4. Click on OK.

  5. The View will be saved.

Every time you want to see your saved View, follow the given steps:

  1. Click on Home.

  2. Click on your saved View.