Tuesday, December 1, 2015

Making a Customize Reports Available From Search in the Windows Client MS Dynamics NAV 2015 (or) 2016

Hi all,
Today I posted an article that have some different type of requirement, where some users want to search his customize Reports in Search Field on Windows Client.

About This Article:
The Microsoft Dynamics NAV Windows client includes a Search box that lets users find pages and reports based on the objects name. The search feature finds only pages and reports that can be accessed from the navigation pane, which includes the Home button, Activity buttons, and Departments. If you want to make a Customize reports available from the Search box, then you have to follow the bellow procedures.
Step-1:           Open the Development Environment 2015 (or) 2016 with your Database and then open Object Designer. And Then Select MenuSuite and Click New After that select
Dept – partner (or) Dept – Company and then click on OK Button.
Now Right Click on any Menus from Navigation pane Designer and then click Create Menu...
See the bellow screenshot






Step-2:           After clicked on Create Menu… A “Create Menu” Form will display. Now Fill the Form and click on OK button.
                        See the bellow Screenshot.


Once you created a menu then your created menu is available on Navigation Pane Designer.
Step-3: Now select your menu and then go to [Empty Menu] and then Right Click on [Empty Menu] and select             Create Item…
            [See the bellow screenshot for better understanding].

After Clicked on Create Item… A Create Item… Form will display. Now fill the form and then click on OK Button.
[See the bellow screenshot for better understanding].


After Clicked on Ok Button your Reports will appear on your Menus.
Now Close the Navigation Pane Designer. And Save the Menu Suite.
[See the bellow screenshot for better understanding].






References: MSDN






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