Work with Data
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. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Find any page in your installation. |
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Use standard facilities to enter text and numbers quickly. |
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Learn how to enter dates and times. |
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Learn the different page modes and shortcut key combinations that you use to create new lines and cards. |
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Change windows from view mode to edit mode. |
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Fill in new master data records quickly by applying templates. |
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Filter data in lists and lines by setting different types of filters. |
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Sort information. |
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View all fields and data in the table or report that the page is based on. |
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Create and view notes that you can attach to documents and records. |
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View role-specific product and business information. |
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View and print reports. |
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Add comments to cards or documents as connected text that is carried with the record to posted entries. |
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Set up and use the System Indicator to support working in different instances of Microsoft Dynamics NAV. |
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Transform pages in Microsoft Dynamics NAV to a Microsoft Word or Microsoft Excel file. |
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Copy and use a link to a page. |
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Copy and paste rows using the shortcut menu. |
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Attach pictures to records, such as an items or resource cards. |
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Learn keyboard shortcuts for Microsoft Dynamics NAV. |
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Combine any table or query data with multiple chart properties to create an unlimited number of generic charts that can be accessed by any user from many different places. |
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Edit existing Role Center charts or set up new variations of specific charts by combining, for example, account schedule lines and columns in multiple ways to provide a large number of different financial performance indicators. |
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Use Find to search for strings in Microsoft Dynamics NAV. |