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Work with Data

When performing business tasks, you interact with data in different ways, such as creating records and entering data, sorting and filtering data, writing notes, and outputting data to other applications. To work more efficiently, you can use keyboard shortcuts to perform tasks without using the mouse.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Find any page in your installation.

Search

Use standard facilities to enter text and numbers quickly.

How to: Enter Data

Learn how to enter dates and times.

How to: Enter Dates and Times

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

Change windows from view mode to edit mode.

How to: Make Windows Editable

Fill in new master data records quickly by applying templates.

How to: Create Cards by Using Data Templates

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

Entering Criteria in Filters

Sort information.

Sorting

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

Viewing Table Data

Create and view notes that you can attach to documents and records.

How to: View Notes and Notifications

View role-specific product and business information.

Connect Online

View and print reports.

Working with Reports in Microsoft Dynamics NAV

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

Creating Comments

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.

Sending Data to Other Programs

Copy and use a link to a page.

How to: Copy a Link to a Page

Copy and paste rows using the shortcut menu.

How to: Copy and Paste Rows

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

How to: Insert Pictures

Learn keyboard shortcuts for Microsoft Dynamics NAV.

Keyboard Shortcuts

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

Use Find to search for strings in Microsoft Dynamics NAV.

How to: Use Find/Go to

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