Business Functionality

Microsoft Dynamics NAV provides dedicated functionality for typical business areas, such as Finance and Human Resources. As in Help, this business functionality is grouped in different departments in the user interface. For more information, see Departments.

To support your department-specific tasks, you can use a variety of general business functionality, such as Workflow and Office Integration, which is available across two or more departments.

The following table describes a sequence of tasks, with links to the topics that describe them.

To	See
Make and collect payments, process intercompany transactions, prepare year-end closing, manage fixed assets, and manage cash.	Finance
Analyze data and budgets, create and set up account schedules, and provide financial reporting using XBRL.	Business Intelligence
Create and manage contacts, develop a marketing plan, and conduct a marketing campaign.	Marketing
Manage common sales processes and information, such as quotes, orders, and returns.	Sales
Create master data and attach related item information, and prepare production master data, such as BOMs and routings.	Design and Engineering
Plan the production operations that are required to transform inputs into finished goods.	Operations Planning
Manage purchases, such as quote, order, and return processing.	Purchasing
Manage and record the physical handling of items that are received at company warehouses.	Receiving
Ensure an effective flow of goods that are received and shipped.	Warehouse Activities
Define shop floor resources and their capacity, schedule operations, pull production components, and execute production operations.	Production
Post sales orders and purchase receipts, receive items for shipping, and ship them.	Shipping
Schedule service calls and set up service orders, and track repair parts and supplies.	Service
Schedule resources and adjust resource pricing and time allocation.	Resource Planning
Manage project budgets and monitor job progress.	Project Management
Register and maintain employee information, such as basic employment information and employment.	Human Resources
Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps.	Workflow
Enable users to exchange data with external sources during daily tasks, such as sending/receiving electronic documents, importing/exporting bank files, and updating currency exchange rates.	Data Exchange
Record external documents in Microsoft Dynamics NAV, including their file attachments, and then manually create the related documents or automatically convert the files to electronic documents.	Incoming Documents
Use Microsoft Office.	Integrating with Microsoft Office
Work with Outlook.	Synchronizing Microsoft Dynamics NAV with Outlook
Keep track of e-mail interactions.	Logging and Tracking Email Interactions
Use Microsoft Dynamics CRM.	Integrating Microsoft Dynamics CRM by Using the Connector for Microsoft Dynamics NAV
Use credit cards with Microsoft Dynamics NAV.	Payment Services for Microsoft Dynamics ERP(NAV)
Monitor and collect data based on specific search criteria on different types of social media.	Social Engagement
Work across administrative centers by setting up user-specific views of sales and purchase documents related to a particular responsibility center.	Responsibility Centers
Assign unique identification codes to records, such as general ledger accounts, customer and vendor accounts, invoices, and documents. A well-designed numbering system also makes the company more manageable and easy to analyze and can reduce the number of errors that occur in data entry.	Create Number Series
Set up standard texts, such as a customer's address, a posting text that is used in journals, or other repeated text that you want to add regularly.	Standard Texts
Get maps from an online map service that can show addresses and locations or route directions to customer or vendor locations.	Online Maps
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.	How to: Create Generic Charts
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.	How to: Edit Specific Charts
Create descriptions for records, such as accounts, items, resources, and standard texts, which are then automatically added to related documents.	How to: Insert Extended Text
Assign reason codes to most types of transactions to record why transactions are made.	How to: Use Reason Codes on Sales Documents and Purchase Documents
Specify the non-working days in your company, so that that they are excluded from various schedule calculations.	How to: Set Up Base Calendars

See Also

Reference

Departments

Concepts

Working with Microsoft Dynamics NAV
Setup and Administration