Saturday, June 27, 2009

Dynamics NAV 2009: Some Tips & Tricks (Part 1)

My intention with this (planned) series of blog posts, is to give you some tips and tricks regarding NAV 2009. This both on functional as development side. It's just things that I get from other people or demo's or … and I think is useful to share. Nothing more, nothing less.
TIP 1: Dynamics NAV 2009 Keyboard Shortcuts
I copy/pasted this list from a PDF you can download from the Marketing Beta page in Partnersource. So, it definitely subject to change. Some of the shortcuts are very obvious (copy, paste, …), but I left those in the list to provide you a complete one.
Key shortcut
Description
Alt
Focus on the menu bar and display key tips
Alt + Arrow Down
Open the lookup menu when focus is on a cell with a drop-down menu
Alt + Arrow Left
Accelerator to move to the previous page in the navigation travel history
Alt + Arrow Right
Accelerator to move to the next page in the navigation travel history
Alt + A
Launch the Actions menu
Alt + I
Launch the Related Information menu
Alt + M
Launch the MS Dynamics NAV menu
Alt + P
Focus on the first command in the Action pane
Alt + R
Launch the Reports menu
Alt + Tab
Switch between open items
Arrow Up
Move to the field above in the same column.
Arrow Down
Move to the field below in the same column. In Edit mode: if last row creates a new draft row
Arrow Right
In Edit mode: Move to next character position in a data field. The key has no effect if the cursor is positioned on the last character.

In View mode: Move to the next cell in a row until the last cell. When positioned in the last row in the dataset, pressing right arrow has no effect.
Arrow Left
In Edit mode: Move to previous character position in a data field. The key has no effect if the cursor is positioned on the first character.

In View mode: Move to the previous cell in a row until the first cell. When positioned in the first row in the dataset, pressing left arrow has no effect.
Ctrl + +
Insert new line (in a grid)
Ctrl + C
Copy
Ctrl + D
Delete
Ctrl + E
Export to Excel
Ctrl + L
Show Links
Ctrl + N
Create New/Insert
Ctrl + O
Open company
Ctrl + P
Print
Ctrl + R
Reserved for Copy previous to be implemented in R2 / v.Next)
Ctrl + U
Opens adv. Lookup; Launches AssistEdit
Ctrl + V
Paste
Ctrl + W
Export to Word
Ctrl + X
Cut
Ctrl + Z
Undo
Ctrl + Arrow Up
Move the focus up while the selected line stays selected
Ctrl + Arrow Down
Move the focus down while the selected line stays selected
Ctrl + Arrow Left
Move focus to first cell in a row
Ctrl + Arrow Right
Move focus to last cell in a row
Ctrl + Delete
Delete a filter in the filter pane
Ctrl + End
Move to the last non-draft cell of the entire grid (draft lines are not considered)
Ctrl + F10
Turn on or off key tips in the Action pane. When you press the key tip number, that action gets carried out (first key selects a group and shows key tips within that group)
Ctrl + Home
Move to the first cell of the entire grid
Ctrl + Ins
Add a filter in the filter pane
Ctrl + Shift + A
Clear all filters to show all
Ctrl + Shift + C
Open a card or a document
Ctrl + Shift + D
Show dimensions
Ctrl + Shift + E
Open a card or a document in Edit mode
Ctrl + Shift + F
Add a FlowFilter (Limit totals to) in the Filter pane
Ctrl + Shift + J
Show Statistics
Ctrl + Shift + N
Show ledger entries
Ctrl + Shift + R
Release a document
Ctrl + Shift + T
Add a Table Filter (Show results/Advanced filter) in the Filter pane
Ctrl + Shift + V
Open a card or a document in View mode or toggles in View Mode a Task Page in Read Only mode
Ctrl + Shift + W
Open a list in a new List Task page, in a new separate window, in View mode
Ctrl + Shift + Z
Reconcile
Ctrl + Shift + Y
Apply Entries
Ctrl + F1
Shows extended tooltip on a validation error
Delete
Clear selected text
End
If text is selected: Move to the last field in a row or, if already in the last field, does not move. The text in the destination field is selected. If text is not selected: Move to the last character position in the field or, if already in the last position, does not move.
Enter
Move forward to next field - like the Tab key - but skipping check mark fields and buttons
Esc
Cancel/Close the current task or window, unless it is the main window for the application
F1
Display Help
F3
Not used [reserved to unified search field in V.Next]
F4
Open a dropdown menu
F5
Refresh the active window
F6
Move forward through screen elements such as panes or FastTabs, with focus on the first part of a pane. In a lookup moves focus to the "Advanced" action, if any.
F8
Create New
F9
Post a document
F10
Focus on the menu bar and display key tips
F11
Focus on the Address bar
F12
Focus on the Navigation pane
Home
In view mode: Move to the first field in a row in focus or, if already in the first field, does not move. The text in the destination field gets selected.

In edit mode: move to the first character position in the field or, if already in the first position, does not move; selection is removed if text was all selected
PageDown
Move one screen down in a list or in lines
PageUp
Move one screen up in a list or in lines
Shift + F3
Focus on the Quick filter in filter pane
Shift + F6
Move backward through screen elements such as panes or FastTabs, with focus on the first part of a pane
Shift + F9
Post & Print a document
Shift + Tab
Move keyboard focus to the previous element in the tab sequence within a part. If the element is the last in the part, focus moves to the first element in the next part.
Tab
Move forward through elements within a part. The tab order skips the Action menu and the Collapse/Expand button on the FastTabs. If the element is the last in the part, focus moves to the first element in the next part.
Control Enter
Commits (equivalent to click the OK button) Task Pages

TIP 2: Column Header height on List Pages
As you know, the field captions can be quite large in NAV. In the classic client, many people just expanded the height of the column header to be able to see the entire caption. In NAV 2009, there is a "special function" for it: When you right click on the header of a list, you can click "Choose Header Height":

You can choose between a height of 1, 2 of 3 lines.
This is the result when you go for 3 lines ...

You don't have to do this for all lists separately. There is also an option "Apply To All Lists".

0 comments: