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
  • Lab : Set Up New Users

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
  • Lab : Create a 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.
  • Lab : Create a Journal Batch.

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.
  • Lab : Copy a General Posting Setup Line.
  • Lab : Copy a VAT Posting Setup.
  • Lab : Post and Review a Purchase Transaction.
  • Lab : Set Up and Assign a Product Posting Group.
  • Lab : Set Up and Assign a Vendor Posting Group.
  • Lab : Create and Assign a VAT Product Posting Group.

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.
  • Lab : Set Up a Dimension Combination.
  • Lab : Assign Default Dimensions to a Single Account.
  • Lab : Assign Vendor Account Type Default Dimensions.
  • Lab : Set Up a Dimension with Dimension Values.
  • Lab : Assign Default Dimensions to Multiple Accounts.

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.
  • Lab : Set Up a Purchase Document Approvals 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.

Course ID: MS81435-Q
Duration: 2 Days
Price: Contact us


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