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".

Simple, Easy, Straight Forward. Just how we like it :-).

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