Personalized Reports to Customers & Vendors with Dynamics 365 for Financials

I’ve previously written about how a report can have multiple layouts/templates in Dynamics 365 for Financials. You can find that blog here. With multiple templates per report, we can assign different templates to customers/vendors which enables us to provide a personalized experience! Let’s consider a scenario where, for some of the customers we want the Sales Invoice to include some…


Toggle Visibility in Microsoft Dynamics NAV Reports

This blog-post will show how to add toggle visibility feature to your reports. To start with, I have a simple Customer list report dataset as shown below:   In my report object, I defined 2 global variables: CountryRec is a Record variable pointing to Country/Region table and CountryName variable of type text(100). CountryName is calculated…

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Dynamics NAV – SQL Server Report Builder for Report Design

My previous post on reporting shows which tools can be utilized to design reports in Dynamics NAV 2013 and 2013 R2. The Visual Studio Report Designer is the default report designer and it provides design functionality that SQL Server Report Builder does not support. In instances where customers who do not have access to Visual…


Building Charts in Microsoft Dynamics NAV 2013 R2

There are a few different ways in which you could build charts/graphs in Dynamics NAV 2013 and 2013 R2.  Here, in my first blog, I have listed 5 different ways in which you can build and view charts: 1. Show as Chart feature 2. Generic Charts 3. Business Charts 4. Charts in NAV Reports 5. Charts in Excel…

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