Links in NAV allow users to reference and retrieve documents stored in a central location or links available on the internet or intranet. Other common pages where notes may be valuable are Fixed Assets, G/L Registers, Items, Jobs, Purchase Orders, Sales Orders and Vendors. These examples were done on the customer page, but notes can be added on any page within NAV by choosing the Notes FactBox. As in the first example, it references the user who made the note, the user the note was sent to, the date the note was posted and the note itself. The recipient will then be able to see the note in their Role Center. Once the save button is selected the note is registered and a notification is sent. ![]() The note is entered as in the first example, but the To: field is populated and the Notify box is selected. In the next example, our user (CORP\KRISTI) wanted to make a note but also notify another user (herself in this case as a reminder) upon opening NAV of this note. The note references the user who entered it, the date it was recorded, and the information itself. In the below example the customer has acquired a competitor and a user (CORP\KRISTI) wants to record this information for others. To create a note, simply click where referenced to create a new note. Notes in NAV can serve as an area for additional information, as a reminder, and/or as a notification tool. Since 2009 Dynamics NAV has included Notes and Links on every page. Being unable to make a decision because a piece of information was known by a single employee, not immediately available.Waiting for an invoice to be scanned and available in an application.Spending disproportionate time looking through a file cabinet for a contract.Have the following scenarios ever applied to you? In this article, we explore the use of Microsoft Dynamics NAV Notes, Links and more. This information might take the form of comments, documents, or even workflow actions needed. Most businesses have a common challenge in storing relevant, accurate information that doesn’t have a natural place in a traditional Enterprise Resource Planning (ERP) environment. Dynamics GP to Dynamics 365 Business Central. ![]() ![]() Dynamics NAV to Dynamics 365 Business Central.
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