in the top right corner, choosing My Settings, and then the Role Center to explore. Sign in again to apply the change. For more information, see Changing the Role Center. Dynamics NAV is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. The demonstration company contains sample data, but you can create your own sales documents, for example, or set up a bank account.
In Dynamics NAV, some things will be familiar to you, and other things might be unfamiliar.
For some quick, nice-to-know tricks, see:
For more information, see Working with Dynamics NAV.
When you're ready to do some heavier lifting, and want to look at some of the business processes that Dynamics NAV supports, see Overview of Business Functionality.
Home pages use a role-centric design to give you fast access to the business process and intelligence tools that you need to do your job. For example, an accountant can monitor payments and approvals, and view finance performance charts. Check out the various Home pages by choosing the Settings icon in the top right corner, choosing My Settings, and then the Role Center to explore. Sign in again to apply the change. For more information, see Changing the Role Center.
Each Home page provides a Setup and Extensions button. Here you have access to a list of assisted setup that can help you get started by setting selected areas up quickly. If an area is not covered by an assisted setup, choose the Manual Setup action to access setup windows where you can fill in setup fields for all areas manually. For more information, see also Setting Up Dynamics NAV.
Working with Dynamics NAV
Setting Up Dynamics NAV
Finance
Customizing Dynamics NAV Using Extensions
Using Dynamics NAV as my Business Inbox in Outlook
Getting Dynamics NAV on Your Mobile Device
Changing the Role Center
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