Microsoft Navision is a comprehensive business software solution that allows companies to manage their operations efficiently. With Microsoft Navision, users can personalize and configure the interface according to their specific needs. In this article, we will explore how to personalize and configure Microsoft Navision, including customizing the ribbon, navigation pane, fact box pane, and FastTabs, adding list places, customizing charts, and personalizing activities.

Customize the Ribbon

The ribbon contains various actions and features in Microsoft Navision. By customizing the ribbon, users can add, delete, or rearrange actions to create an efficient and intuitive user interface. Follow the steps below to customize the ribbon:

1. To create new tabs and groups in the ribbon:
    a. Navigate to the Microsoft Dynamics NAV Application menu.

    b. Click on "Customize" and then select "Customize Ribbon."

     c. Click on "Create Tab," name it as "Customize."
     d. Click on "Create Group," name it as "Personalization."

2. Personalize the Ribbon:
   a. To personalize the ribbon, navigate to Application menu > Customize > Customize Ribbon.
   b. Click on "Add" to add new actions to the ribbon, or select an action and click "Remove" to remove it.

  c. Rearrange actions by selecting one and using the arrow buttons to move it up or down in the ribbon.

Customize the Navigation Pane

The Navigation Pane in Microsoft Navision is a tool for navigating the system and accessing various areas with ease. It can be customized to show only the relevant areas to the user. Here's how to customize the Navigation Pane:

3. Customize the Navigation Pane:
    a. To customize the Navigation Pane, navigate to the application menu, select "Customize" and then "Customize Navigation Pane."

b. From there, you can add, remove, or hide areas from the Navigation Pane by checking or unchecking the boxes next to them.
c. You can also arrange the order by clicking and dragging the areas.

Add a List Place to the Navigation Pane

A List Place is a quick way to access frequently used lists in Microsoft Navision. Here's how to add a List Place:

4. Add a List Place to the Navigation Pane:
    a. To add a List Place, navigate to the application menu, select "Customize," and then "Customize Navigation Pane."
    b. From there, click on "New" and then "List Place."

       c. Enter a name for the List Place and select the list(s) you want to include.
       d. Save the List Place.

Choose Columns on List Pages

Users can customize the columns shown on List Pages in Microsoft Navision to display only relevant information. Here's how to choose columns:

5. Choose Columns on List Pages:
    a. To choose columns, navigate to the list page you want to customize.
    b. Right-click on one of the column headings and select "Choose Columns."
    c. From there, you can select the columns you want to display by checking or unchecking the boxes next to them.
    d. Click "OK" to save your changes.

Adding and Removing a FactBox from the FactBox Pane

A FactBox displays additional information related to an entry on a card in Microsoft Navision. Here's how to add or remove a FactBox:

6. Adding and Removing a FactBox from the FactBox Pane:
    a. To add or remove a FactBox, navigate to the card page you want to customize.
    b. Click on the "FactBox Pane" tab.

         c. To add a FactBox, click on "Add FactBox" and select the FactBox you want to add.
         d. To remove a FactBox, click on the "X" button at the top right corner of the FactBox.

Adding and Removing a FastTab on Card Pages

A FastTab is an area on a card page that groups fields together. Here's how to add or remove a FastTab:

7. Adding and Removing a FastTab on Card Pages:
    a. To add or remove a FastTab, navigate to the card page you want to customize.
    b. Click on the "Design" tab.
    c. To add a FastTab, click on "Add FastTab" and enter a name for the FastTab.
    d. To remove a FastTab, select the FastTab and click on "Delete."

Customize a Chart

Charts in Microsoft Navision provide a visual representation of data. Here's how to customize a Chart:

8. Customize a Chart:
    a. To customize a Chart, navigate to the report that contains the chart you want to customize
    b. Click on the "Chart Properties" tab.
    c. From there, you can change the chart type, layout, colors, and other details as desired.
    d. Save your changes.

Customize the Activities part

The Activities Part allows users to view and manage activities related to a particular record in Microsoft Navision. Here's how to customize the Activities Part:

9. Customize the Activities part:
    a. To customize the Activities Part, navigate to the card page you want to customize.
    b. Click on the "Activities Part" tab.
    c. From there, you can select the activity types to display, customize the columns, and sort/filter activities.
    d. Save your changes.

Conclusion

By following these steps, users can personalize and customize Microsoft Navision according to their specific needs and optimize their workflow. From customizing the ribbon to adding List Places and customizing charts, Microsoft Navision provides ample tools for users to configure the software to match their business operations.

If you are interested in CloudStakes, personalizing and configuring Dynamic 365 services, please visit our website at CloudStakes.com or reach out to our team. They will be happy to assist you and provide more information about our services.