SD Knowledge Base

March 2009 - Using Dynamics Nav Style Sheets
Tuesday, March 10, 2009 - 04:00

The release of Microsoft Dynamics NAV 5.0 introduced the option to export any form (apart from matrix forms) from Microsoft Dynamics NAV to Microsoft® Office Word® and Microsoft® Office Excel®. By simply clicking a button, Microsoft Dynamics NAV will generate an XML document that works in conjunction with an XML style sheet that passes the requested information to either Word or Excel.

To simplify this process, a style sheet tool has been created that does not require programming knowledge. The first version of this tool will support the export of data to Word, and this means that the only skill required to create additional style sheets is some end user knowledge of Word.

In general, all you need to do is set up a definition in Microsoft Dynamics NAV by selecting the fields that you want to be visible in the final Word document, convert the information to Word and format the style sheet template as needed.

Download the user guide by following the link below.
http://www.simplydynamics.ie/Knowledgebase/Style_Sheet_For_Nav.pdf

February 2009 - Outlook Integration to Dynamics Nav
Tuesday, February 10, 2009 - 05:00

Microsoft Dynamics™ NAV Integration with Microsoft® Office Outlook® provides users with up-to-date synchronization between Outlook and Microsoft Dynamics™ NAV. If you want Outlook to reflect the latest changes you’ve made in Microsoft Dynamics NAV, or vice versa, you need to set up the specific objects in Microsoft Dynamics NAV that need to be synchronized and then define which Outlook items should be updated. Once you have set this up, you can update data either automatically or manually.

Download the Userguide from the link below;
http://www.simplydynamics.ie/Knowledgebase/Nav_Outlook_Integration_50.pdf

January 2009 - Customer Source
Saturday, January 10, 2009 - 05:00

CustomerSource provides you with access to resources such as self-help tools, product updates, newsgroups, training, documentation and online newsletters to help you optimize your use of your Microsoft Dynamics product. Customers with an Enhancement Plan or support plan may access CustomerSource.

(https://mbs.microsoft.com/customersource/)

Please see attached PDF document for complete instructions on how to access Customersource.
http://www.simplydynamics.ie/Knowledgebase/CustomerSourceFAQ_2008.pdf