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Customizing Your Microsoft Dynamics NAV Home PageHow to customize your Microsoft Dynamics NAV home screen

In the more current versions of Microsoft Dynamics NAV you are able customize your Home page similar to the old ‘Shortcuts’ in earlier versions of NAV. One of the appealing attributes of Dynamics NAV is the ability to personalize your user experience. Customizing, or personalizing, the home screen is easy to do, making your work in NAV more productive. Here's how.

Below is a screenshot of an “original” home screen in the Role Tailored Client (RTC):

Screen shot of the Dynamics NAV home screen out of the box
Figure 1 - The Microsoft Dynamics NAV home screen as it comes out of the box

As an example, let’s say that I would like to add ‘Jobs’ to my Home view. To do this, I go to Jobs, select Save View As and name it ‘Jobs', as illustrated below.

Dynamics NAV Jobs card 
Figure 2 - "Save View As" from the Dynamics NAV Job Card

Naming the view in Dynamics NAV
Figure 3 - Naming the View

You will see "Jobs" is visible on the home screen:

Microsoft Dynamics NAV home screen after 'jobs' added to view
Figure 4 - "Jobs" visible on NAV home screen

Now, you can change the placement or remove it from the Customize Navigation Pane, by right clicking on "Jobs".

Change the placement of items on the Dynamics NAV home screen
Figure 5 - Right click to enter the "Customize Navigation Pane"

Add or remove custom navigation pane elements in Dynamics NAV
Figure 6 - Organize home screen using the Custom Navigation Pane feature in Dynamics NAV

You can add any list screen in Dynamics NAV to your home screen, provided it has the triangle as seen below:

example of list screen triangle icon in Dynamics NAV
Figure 7 - Example of triangle icon next to list views in Dynamics NAV


For more information on adding favorites to your home screen in NAV and most any NAV-related issue, please give one of our NAV experts a call and be sure to visit our vast resource center.



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