To perform business tasks, such as order processing and data analysis, you navigate and work with data in the user interface (UI). You can use tools for entering data, filtering and sorting data, creating comments, and printing reports. You can also customize the UI to fit your personal preferences.

Apart from the application-wide foundation of general functions, a number of application-wide ERP features, such as Document Approvals, are used across multiple application areas as opposed to the area-specific features that relate to different departments. For more information, see Work with Application-Wide Features.

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


Learn about the UI design concepts of the RoleTailored client

Learn About the RoleTailored Design

Change basic settings for starting and using Microsoft Dynamics NAV.

Change Basic Settings

Enter data and navigate through the UI to perform your business tasks.

Work with Data

Use ERP features that are used across multiple application areas.

Work with Application-Wide Features

Customize the UI layout to fit your preferences.

Personalize the User Interface