Customizing Microsoft Dynamics NAV is about how to change the way the system works to achieve a better fit-for-use for an individual customer. Microsoft Dynamics NAV is open for customization in a variety of ways, and has built-in user interface customization options for system administrators, business managers, and end users.
1. Customize the Ribbon -
We can add, delete, or rearrange actions on the Microsoft Nav ribbon following the below steps.
To create new tabs and groups in the ribbon:
1.Navigate to Microsoft Dynamics NAV Application menu > Customize > Customize Ribbon.
2. Click Create Tab, and then type "Customize" as the new tab name.
3. Click Create Group, and then type "Personalization".
4. Click OK.
2. Personalize the Ribbon -
1. Navigate to Application menu > Customize > Customize Ribbon.
2. Click Add
3. Use Move Up / Move Down to change order of actions in a ribbon.
3. Customize the Navigation Pane -
Add and Arrange a Navigation Pane Button -
1. Navigate to Application menu > Customize > Customize Navigation Pane.
2.Click New
3.In the Name field, enter Favorites.
4.Select an icon from the list.
5. To add a list place, click Add.
6. Expand Financial Management, and then expand General Ledger.
7.Click OK.
4. Add a List Place to the Navigation Pane -
1.Navigate to Application menu > Customize > Customize Navigation Pane.
2.Click Add.
3.Navigate to Sales Marketing > Marketing > Segments
4.Click Add.
5.Navigate to Sales Marketing > Marketing > Contacts, and then click OK.
6. Click Add.
7.Click OK to close the Customize Navigation Pane page.
5. Choose Columns on List Pages -
We can select which columns are displayed in a list page.
1. Navigate to Application menu > Customize > Customize This Page.
2. Click Choose columns.
3. Select Country/Region Code from the Available columns list.
4. Click Add.
5. Click Add Freeze Pane
6. Click OK.
6. Adding and Removing a FactBox from the FactBox Pane -
FactBox provides us with additional information sales orders,customer,invoice,items or vendors.
1. Navigate to Application menu > Customize > Customize This Page.
2. Click FactBoxes
3. Select a FactBox from the Available FastBoxes list, and then click Add.
4.Click OK
7. Adding and Removing a FastTab on Card Pages -
FastTab Organize data in separate groups on a page.
1.Navigate to Home>Customers>select any customer>Click Edit
2.Navigate to Application menu > Customize > Customize This Page.
3.Click FastTabs.
4. Available FastTabs >Click Add
5.Click OK
8. Customize a Chart -
Pages, such as the Customers, Items, and Vendors pages, have the action called Show as Chart available. This chart can be set up according to your specific reporting needs, through the Customize Chart function.
Set up the chart on the Customers page -
1.Navigate to Home>Customers>Show as Chart
2.Navigate to Application menu > Customize > Customize Chart.
3. Measures (Y-Axis) FastTab.
4. Required Measure, enter Balance (LCY) in the Data Column field, enter Sum in the Aggregation field, and enter Balance (LCY) in the Caption field.
5. Click OK
Set up the chart on the Role Center Page -
1.Navigate to Home>Role Center
2.Navigate to Application menu > Customize > Customize This Page.
3. Available Parts list, you can add a part by clicking Add
4. Select the Chart Part part, and then click Add.
5.Click OK.
9. Customize the Activities part -
1. Navigate to Home>Role Center
2. Navigate to Application menu > Customize > Customize This Page
3. Select the Activities part from the Role Center layout list.
4. Click Customize Part.
5. Selecting a Cue from the Show Cues in this order list
6. Click OK