Description
This course examines the basic concepts of Microsoft Dynamics NAV, how to personalize the user interface and how to navigate in Microsoft Dynamics NAV 2017. It also covers typical user tasks in common application areas, such as Finance, Inventory, Purchases, and Sales.
What are the goals for this course?
- Explain the concept of ERP and Microsoft Dynamics NAV 2017
- Discuss the concept of the ribbon
- Demonstrate how to use the navigation pane
- Explain how to customize the user interface
- Use function keys and basic keyboard shortcuts
- Enter and edit information
- Use zooms, search, filters, and other navigation functions
- Integrate with Microsoft Office products such as OneNote, Word, and Excel
- Introduction to customer cards, vendor cards and item cards
- Explain the web services support in Microsoft Dynamics NAV
- Describe the different client types
- Introduce the Microsoft Dynamics NAV Development Environment
- Explain the multi-language functionality
What are the prerequisites to consume this course?
- General knowledge of Microsoft Windows
- General accounting knowledge
Outline
Module 01: Microsoft Dynamics NAV 2017 as an ERP System
- What Makes Microsoft Dynamics NAV an ERP System?
- In Office 365 Experience
- Embedded Power BI
Module 02: Multiple Client Support
- Multiple Client Support
- Windows Client
- The Web Client
- The Tablet Client and Phone Client
- The Outlook Client
Module 03: Browse Application Areas
- Finance
- Business Intelligence
- Marketing
- Sales
- Design and Engineering
- Operations Planning
- Purchasing
- Shipping and Receiving
- Warehouse Activities
- Production
- Service
- Resource Planning
- Project Management
- Human Resources
Module 04: User Interface
- The Windows Client and Web Client Interface
- Searching for Pages and Reports
- The Application Menu
- My Settings
- The Ribbon
- The Navigation Pane
- The Status Bar
- Pages
- The Role Center
Module 05: User Personalization
- Personalization and Configuration
- Personalizing the Windows Client and the Web Client
- Customize the Ribbon
- Customize the Navigation Pane
- Customize This Page
- Customize a FastTab
- Customize a FactBox
- Customize a Chart
- Customize Parts on the Role Center Page
- Cues
- Setup Cues for the Company
- Change the Profile and Role Center
Module 06: Basic Functionalities
- Enter and Edit Information
- About this page/report
- Making Notes and Comments
- Send to Word and Excel
- Print Reports and Documents
- Sort Information
- Search Information
- Search Information — Filter Criteria
- Navigate
Module 07: Master Data for the Sales and Purchase Process
- G/L Account Cards
- Chart of Accounts Page
- Customer Cards
- Vendor Cards
- Item Cards
- Item Attributes
Module 08: Process Sales and Purchases
- Process Flows
- From Purchase Order to Purchase Invoice
- Create Purchase Invoices
- From Sales Quote to Sales Invoice
- Send Invoices to Customers
Module 09: Technology Overview
- Microsoft Dynamics NAV Development Environment
- Web Services Support
- Multilanguage Functionality
Introduction:
- NAV