Application Help for Microsoft Dynamics NAV 2013

Application Help for Microsoft Dynamics NAV 2013

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 2013

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

Business Process Walkthroughs

Benefit from RoleTailored design.

Learn About the RoleTailored Design

Start using Microsoft Dynamics NAV.

Change Basic Settings

Modify Microsoft Dynamics NAV to support accessibility.

Accessibility for People with Disabilities

Use Help to learn more about Microsoft Dynamics NAV.

Finding Information in Help

Working with Microsoft Dynamics NAV

To See

Welcome to the sample database.

CRONUS International Ltd. Sample Database

Adjust the layout of the UI to suit your work needs.

Personalize the User Interface

Use Microsoft Dynamics NAV data entry and navigation tools.

Work with Data

Use standard Microsoft Dynamics NAV functionality.

Work with Application-Wide Features

Setup and Administration

To See

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

Setup Best Practices

Define the configuration for new companies.

Set Up a Company With RapidStart Services for Microsoft Dynamics NAV

Configure UI layouts to match your workflow and apply security rules.

Set Up Users and Configure User Interfaces

Add users and manage permissions and access to data.

Administration in RoleTailored clients

Enhancing Your Productivity

To See

Use credit cards with Microsoft Dynamics NAV.

Online Services for Microsoft Dynamics ERP

Use Microsoft Office.

Integrating with Microsoft Office

Use Microsoft Dynamics CRM.

Integrating Microsoft Dynamics NAV with Microsoft Dynamics CRM

Work with Outlook.

Synchronizing Microsoft Dynamics NAV with Outlook

Keep track of email interactions.

Logging and Tracking Email Interactions

Exploring Departments

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

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.


Community Additions

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