Introduction to Microsoft Dynamics NAV

This two-day instructor-led course examines the basic concepts of Enterprise Resource Planning (ERP), how to personalize the user interface and how to navigate in Microsoft Dynamics NAV. This course also covers typical user tasks in common application areas, such as Finance, Inventory, Purchases, and Sales.This course is intended for a partner that sells and implements the Introduction module to customers. The typical partner has an ERP background and is strong in accounting principles.

 

After completing this course, students will be able to:

  • Explain the concept of ERP and Microsoft Dynamics NAV.
  • Describe the most important features of ERP and Microsoft Dynamics NAV.
  • Explain the Back and Forward button, the address bar, and search.
  • Explain the concept of the ribbon.
  • Explain the different components of the ribbon.
  • Show how to use the ribbon.
  • Explore the navigation pane.
  • List the information that is available on the status bar.
  • Explain how to use the list page.
  • Explain how to use the card page.
  • Explore the Role Center.
  • Explain how to Customize Microsoft Dynamics NAV user interface (UI).
  • Browse and customize the list places.
  • Change the look of windows in the program.
  • Use function keys and basic keyboard shortcuts.
  • Integrate Microsoft Dynamics NAV with other Microsoft Office products, such as OneNote, Word, and Excel.
  • Describe the posting process within Microsoft Dynamics NAV.
  • Explain how to use G/L account cards.
  • Outline the purpose and functions of the Chart of Accounts page.
  • Explain how to use customer cards.
  • Explain how to use vendor cards.
  • Explain how to use item cards.
  • Outline a complete sales process and how it connects to other application areas.
  • Outline a complete purchase process and how it connects to other application areas.
  • Create a purchase order.
  • Process the receipt and invoicing of goods.
  • Create and process a purchase invoice.
  • Create, post, and review sales orders.
  • Process the shipment and invoicing of goods.
  • Explain the web services support in Microsoft Dynamics NAV.
  • Describe the different client types.
  • Provide an overview of the Microsoft Dynamics NAV Development Environment.
  • Describe the multilanguage functionality.
  • Provide an overview of the most important financial management features.
  • Outline financial reporting and analysis.
  • Outline marketing features.
  • Provide an overview of the most important trade functions.
  • Provide an overview of inventory management features.
  • Outline features of the warehouse management system.
  • Outline manufacturing features.
  • Outline features for jobs and resources.
  • Explain service management features.
  • Review features for human resource management.
 

Course Details

Module 1: Microsoft Dynamics NAV as an ERP system

This module provides students with a general understanding of the concept of ERP. 

After completing this module, students will be able to:

  • Explain the concept of ERP and Microsoft Dynamics NAV.
  • Describe the most important features of ERP and Microsoft Dynamics NAV.

 

Module 2: User Interface

This module explains elements of the User Interface in Microsoft Dynamics NAV. 

 

Module 3: User Personalization

This module explains how to configure Microsoft Dynamics NAV user interface. 

  • Personalization and Configuration
  • Customize the Ribbon
  • Customize the Navigation Pane
  • Customize this Page
  • Customize a FactBox
  • Customize a FastTab
  • Customize a Chart
  • Customize Parts on the Role Center Page
  • Change the Profile and Role Center
  • Lab : Add a List Place to the Navigation Pane
  • Lab : Add a Chart to the Role Center

After completing this module, students will be able to:

  • Explain how to configure Microsoft Dynamics NAV user interface (UI).
  • Browse and customize the List Places.
  • Change the look of windows in the program.

 

Module 4: Basic Functionalities

This module explains the general functions that are used in Microsoft Dynamics NAV. 

  • Use Keyboard Shortcuts
  • Enter and Edit Information
  • Basic Functionalities
  • Search Information
  • FactBoxes
  • Lab : Filter the Customer List and Export to Excel

 

After completing this module, students will be able to:

  • Use function keys and basic keyboard shortcuts.
  • Enter and edit information.
  • Use zoom, reports, sorting, search, filters, FactBoxes and navigation functions.
  • Integrate with other Microsoft Office products, such as OneNote, Word, and Excel.
  • Describe the posting process within Microsoft Dynamics NAV.

 

Module 5: Master data for sales and purchase process

This module introduces the students to master data.

  • G/L Account Cards
  • Chart of Accounts Page
  • Customer Cards
  • Vendor Cards
  • Item Cards
  • Lab : Create a New Office Furniture Vendor
  • Lab : Create a New Office Furniture Item

 

After completing this module, students will be able to:

  • Explain how to use G/L account cards.
  • Outline the purpose and functions of the Chart of Accounts page.
  • Explain how to use customer cards.
  • Explain how to use vendor cards.
  • Explain how to use item cards.

 

Module 6: Process and sales and purchases

This module demonstrates the integration of different processes of Microsoft Dynamics NAV as an ERP system. 

  • Process Flows
  • From Purchase Order to Purchase Invoice
  • Create Purchase Invoices
  • From Sales Quote to Sales Invoice
  • Lab : Purchase Furniture From the New Vendor

 

After completing this module, students will be able to:

  • Outline a complete sales process and how it connects to other application areas.
  • Outline a complete purchase process and how it connects to other application areas.
  • Create a purchase order.
  • Process the receipt and invoicing of goods.
  • Create and process a purchase invoice.
  • Create a sales quote, and convert it to a sales order.
  • Create, post, and review sales orders.
  • Process the shipment and invoicing of goods.

 

Module 7: Technology Overview

This module provides an overview of the most important technology topics of Microsoft Dynamics NAV. 

  • Web Services Support
  • Multiple Client Support
  • Microsoft Dynamics NAV Development Environment
  • Multilanguage Functionality

 

After completing this module, students will be able to:

  • Explain the web services support in Microsoft Dynamics NAV.
  • Describe the different client types.
  • Provide an overview of the Microsoft Dynamics NAV Development Environment.
  • Describe the multilanguage functionality.

 

Module 8: Browse Application Areas

This module explains the different application areas in Microsoft Dynamics NAV. 

  • Financial Management
  • Financial Reporting and Analysis
  • Marketing
  • Trade
  • Inventory Management
  • Warehouse Management
  • Manufacturing
  • Jobs and Resources
  • Service Management
  • Human Resources

After completing this module, students will be able to:

  • Provide an overview of the most important financial management features.
  • Outline financial reporting and analysis.
  • Outline marketing features.
  • Provide an overview of the most important trade functions.
  • Provide an overview of inventory management features.
  • Outline features of the warehouse management system.
  • Outline manufacturing features.
  • Outline features for jobs and resources.
  • Explain service management features.
  • Review features for human resource management.

Course ID: MS81439-Q
Duration: 2 Days
Price: Contact us


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