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.
| To | See |
|---|---|
Establish basic settings for starting and using Microsoft Dynamics NAV. | |
Filter data in lists and lines by setting different types of filters. | |
Learn about posting and how to preview posting results. | |
View and print reports. | |
Enter a note, with or without sending a notification to your own role center or a colleague's role center. | |
Find any page in your installation. | |
Use search functionality in the web client and tablet client to limit a data set across columns on lists. | |
Use Find to search for strings in Microsoft Dynamics NAV. | |
Use standard facilities to enter text and numbers quickly. | |
Learn the different page modes and shortcut key combinations that you use to create new lines and cards. | |
Fill in new master data records quickly by applying templates. | |
Change windows from view mode to edit mode. | |
Learn about the red asterisk on field that must be filled to complete a certain process, such as posting a transaction that uses the value in the field. | |
Learn how to enter dates and times. | |
Learn the rules for entering negative numbers. | |
Learn how the City, Country/Region, and Country fields are automatically filled when you fill the Post Code field. | |
Copy and paste rows using the shortcut menu. | |
Learn keyboard shortcuts for Microsoft Dynamics NAV. | |
Sort information in grid columns and lists. | |
Add comments to cards or documents as connected text that is carried with the record to posted entries. | |
Use Find to search for strings in Microsoft Dynamics NAV. | |
Use search criteria to find entries and records. | |
View all fields and data in the table or report that the page is based on. | |
View role-specific product and business information. | |
Attach a hyperlink to a document or website to a specific record, such as a customer card or a document. | How to: Link from Records to External Information or Programs |
Copy and use a link to a page. | |
Attach pictures to records, such as an items or resource cards. | |
Set up an indicator on a Cue that changes color as a result of the value in the Cue. The indicator appears as a colored bar along the top border of the Cue tile | How to: Set Up a Colored Indicator on Cues of Your Role Center |