Application Setup in Microsoft Dynamics NAV

This two-day course provides students with the tools to implement and maintain cross-application setup data after the system components are installed. The focus is on the application-oriented work involved in setting up and maintaining company-wide rules, data, and users. This course is intended to a partner that sells and implements the Finance module to customers. The typical partner has an ERP background and has a basic understanding of accounting principles.

After completing this course, students will be able to:

• Explain the dependencies between RapidStart Services and manual setup work.
• Describe the different components and processes of RapidStart Services.
• Explain and demonstrate all tasks in a RapidStart Services process.
• Create a configuration worksheet.
• Create a configuration package.
• Create a configuration questionnaire.
• Create a configuration template.
• Initialize a new company with a configuration package.
• Migrate customer data.
• Transfer opening balances.
• Explain how authentication works in Microsoft Dynamics NAV.
• Manage security for Windows client users.
• Set up a new user.
• Explain the concepts of permission sets and permissions.
• Create a new permission set, and assign permissions to it.
• Apply security filters in Microsoft Dynamics NAV.
• Perform user-specific setup.
• Create, assign, and work with user profiles.
• Explain the purpose of company-wide number series.
• Set up number series.
• Create number series relations.
• Explain and set up trail codes, source codes, and reason codes.
• Explain the purpose and organization of journal templates and journal batches.
• Create general journal templates and general journal batches.
• Explain and set up specific posting groups.
• Explain and set up general posting groups.
• Create a General posting setup.
• Create an Inventory posting setup.
• Explain and set up VAT posting groups.
• Create a VAT posting setup.
• Describe posting setups based on the chart of accounts.
• Demonstrate how posting groups direct a sales transaction.
• Explain and set up dimensions and dimension values.
• Explain and set up global and shortcut dimensions.
• Explain and show how dimension combinations are set up.
• Explain and show how single and multiple default dimensions are set up.
• Explain and show how account type default dimensions are set up.
• Explain and show how default dimension priorities are set up.
• Explain the possibility and resolution of conflicting default dimensions.
• Show how to use dimension and dimension values in journals and documents under different dimension setup scenarios.
• Set up the general features of the document approval system.
• Set up approval templates.
• Set up user logons for use with document approvals.
• Set up approval users in a hierarchy.
• Set up the notification system for approvals.
• Send an approval request.
• Approve a sales or purchase document.
• Maintain substitute approvers.
• Manage overdue notifications.

 

Course Details

Module 1: Setup a company by using rapid start services

This module explains the RapidStart Services for the application setup.

• Manual Setup vs. RapidStart Services.
• Rapid Start Services Process Flow.
• Create and Export a Configuration Package.
• Configure a New Company by Using RapidStart Services.
• Data Migration by Using Rapid Start Services.
• Transfer Opening Balances by Using RapidStart Services.

After completing this module, students will be able to:

• Explain the dependencies between RapidStart Services and manual setup work.
• Describe the different components and processes of RapidStart Services.
• Explain and demonstrate all tasks in a RapidStart Services process.
• Create a configuration worksheet.
• Create a configuration package.
• Create a configuration questionnaire.
• Create a configuration template.
• Initialize a new company with a configuration package.
• Migrate customer data.
• Transfer opening balances.

Module 2: Manage user rights and profiles

This module explains the different level of security in Microsoft Dynamics NAV. 

• Authentication
• Set Up User Rights
• Create a New Permission Set
• Apply Security Filters
• User-Specific Setup
• User Profile Setup
• Best Practices

After completing this module, students will be able to:

• Explain how authentication works in Micros
  oft Dynamics NAV.
• Manage security for Windows client users.
• Set up a new user.
• Explain the concepts of permission sets and permissions.
• Create a new permission set, and assign permissions to it.
• Apply security filters in Microsoft Dynamics NAV.
• Perform user-specific setup.
• Create, assign, and work with user profiles.

Module 3: Setup number series

This module explains the purpose of company-wide number series. Lessons

• Number Series

After completing this module, students will be able to:

• Explain the purpose of company-wide number series.
• Set up number series.
• Create number series relations.

Module 4: Setup Trail Codes

This module explains what trail codes are used for. 

• Source Code and Reason Codes.
• Navigate the Audit Trail.

After completing this module, students will be able to:

Explain and set up trail codes, source codes, and reason codes.

 

Module 5: Setup General Journal Templates and Batches

This module explains the purpose of journal templates and journal batches set up. Lessons

• Journal Templates, Batches, and Lines.
• Create Journal Templates and Batches.

After completing this module, students will be able to:

• Explain the purpose and organization of journal templates and journal batches.
• Create general journal templates and general journal batches.

 

Module 6: Setup posting groups

This module explains the purpose of posting groups. Lessons

• Specific Posting Groups.
• General Posting Groups.
• General Posting Setup.
• VAT Posting Groups.
• VAT Posting Setup.
• Best Practices.
• Post and Review a Sales Transaction.

After completing this module, students will be able to:

• Explain and set up specific posting groups.
• Explain and set up general posting groups.
• Create a General posting setup.
• Create an Inventory posting setup.

• Explain and set up VAT posting groups.
• Create a VAT posting setup.
• Describe posting setups based on the chart of accounts.
• Demonstrate how posting groups direct a sales transaction.

Module 7: Setup Dimensions

This module explains the benefits and purposes in using dimensions. 

• Dimensions and Dimension Values.
• Setting Up Dimensions in General Ledger Setup.
• Dimension Combinations.
• Lessons 4 to 5: Default Dimensions and Account Type Default Dimension.s
• Default Dimension Priority.
• Conflicting Default Dimensions.

After completing this module, students will be able to:

• Explain and set up dimensions and dimension values.
• Explain and set up global and shortcut dimensions.
• Explain and show how dimension combinations are set up.
• Explain and show how single and multiple default dimensions are set up.
• Explain and show how account type default dimensions are set up.
• Explain and show how default dimension priorities are set up.
• Explain the possibility and resolution of conflicting default dimensions.
• Show how to use dimension and dimension values in journals and documents under different dimension setup scenarios.

 

Module 8: Setup and managed document approvals

This module explains the basic Document Approval set up tasks.

• Set Up Document Approvals.
• Set Up the Notification System.
• Set Up a Sales Document Approvals System.
• Use the Document Approval System.

After completing this module, students will be able to:

• Set up the general features of the document approval system.
• Set up approval templates.
• Set up user logons for use with document approvals.
• Set up approval users in a hierarchy.
• Set up the notification system for approvals.
• Send an approval request.
• Approve a sales or purchase document.
• Maintain substitute approvers.
• Manage overdue notifications.