Application Setup in Microsoft Dynamics NAV 5.0 (8872A)

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Vendor: 
Microsoft
Subject: 
ERP
Overview: 

This two-day instructor-led course provides students with the knowledge and skills to initiate a new NAV company with the Rapid Implementation Methodology toolkit and to set up selected cross-application rules and data.

Course Contents: 

Course Outline
Introduction

Lesson

  • Structure of the Application Setup in Microsoft Dynamics NAV 5.0 training course

    Chapter 1: Set up a Company with the RIM Toolkit

    Lessons

  • Manual Setup versus RIM
  • Overview of the Rim Toolkit
  • Using the RIM Toolkit
  • Demonstration - Create a Setup Questionnaire
  • Demonstration - Initialize a New Company Based on the Setup Questionnaire
  • Demonstration - Use Data Templates
  • Demonstration - Migrate Data

    Lab

  • Lab 1.1 - Create a Setup Questionnaire
  • Lab 1.2 - Import and Apply a Setup Questionnaire
  • Lab 1.3 - Create a New Contact Data Template
  • Lab 1.4 - Create and Export the Vendor Data Migration File
  • Lab 1.5 - Complete the Migration of Vendor Data

    The goal of completing this chapter is to enable students to:

  • Explain the dependencies between RIM and manual setup work.
  • Introduce the different components and processes of the RIM toolkit.
  • Explain and demonstrate all tasks in a RIM process.
  • Create a setup questionnaire.
  • Initialize a new company with a setup questionnaire.
  • Create data templates.
  • Migrate data.

    Chapter 2: Set up Number Series

    Lessons

  • Number Series

    Lab

  • Lab 2.1 - Create a Number Series

    The goal of completing this chapter is to enable students to:

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

    Chapter 3: Set up Journal Templates and Batches

    Lessons

  • Overview
  • Create Journal Templates and Batches

    Lab

  • Lab 2.1 - Create a Number Series
  • Explain the purpose and organization of journal templates and journal batches.
  • Create general journal templates and general journal batches.

    Chapter 4: Set up Posting Groups

    Lessons

  • Specific Posting Groups
  • General Posting Groups
  • General Posting Setup
  • VAT Posting Groups
  • VAT Posting Setup
  • Additional VAT Posting Setup
  • Determine Posting Groups
  • Demonstration - Post and Review a Sales Transaction

    Lab

  • Lab 4.1 - Set up an Inventory Posting Group
  • Lab 4.2 - Create a Product Posting Group
  • Lab 4.3 - Copy a General Posting Setup Line
  • Lab 4.4 - Create a VAT Posting Group
  • Lab 4.5 - Copy a VAT Posting Setup

    The goal of completing this chapter is to enable students 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.
  • Review additional VAT posting setup.
  • Review posting setups based on the chart of accounts.
  • Demonstrate how posting groups direct a sales transaction.

    Chapter 5: Set up Dimensions

    Lessons

  • Dimensions and Dimension Values
  • Dimension Types
  • Dimension Combinations
  • Default Dimensions
  • Default Dimension Priority
  • Demonstration - Work with Default Dimension Priorities

    Lab

  • Lab 5.1 - Set up a Dimension with Dimension Values
  • Lab 5.2 - Set up a Dimension Combination
  • Lab 5.3 - Assign Default Dimensions to a Single Account
  • Lab 5.4 - Assign Default Dimensions to Multiple Accounts
  • Lab 5.5 - Assign Vendor Account Type Default Dimensions

    The goal of completing this chapter is to enable students to:

  • Explain and set up dimensions and dimension values.
  • Explain the different dimensions types: Global, Shortcut, and Budget.
  • Explain and demonstrate how dimension combinations are set up.
  • Explain and demonstrate the three levels of default dimensions, including single, multiple, and account type.
  • Explain the purpose of default dimension priorities.
  • Demonstrate the use of default dimension priorities in general journals.

    Chapter 6: Manage User Rights

    Lessons

  • Authentication
  • Logins, Roles, and Permissions
  • Demonstration - Assign the SUPER Role to a Super user
  • Demonstration - Create a New Role
  • Demonstration - Apply Security Filters in the SQL Server Option
  • User-specific Setup
  • Active Directory Security

    The goal of completing this chapter is to enable students to:

  • Explain how authentication works in Microsoft Dynamics NAV.
  • Distinguish database logins from Windows logins.
  • Explain the concepts of roles and permissions.
  • Assign a role to a database user.
  • Assign a role to a Windows user.
  • Create a new role and give permissions to it.
  • Apply security filters in the SQL Server Option.
  • Perform user-specific setup.
  • Use Active Directory with Microsoft Dynamics NAV.

    Chapter 7: Customize the Navigation Pane

    Lessons

  • Overview
  • Design a Navigation Pane
  • Demonstration - Create a New MenuSuite
  • Export a MenuSuite
  • Upgrade Considerations

    The goal of completing this chapter is to enable students to:

  • Outline basic concepts and features of the navigation pane.
  • Create and edit menus with the Navigation Pane Designer.
  • Assign menus to users.
  • Create a new menu suite.
  • Explain what is exported from a menu suite.
  • Explain how upgrades affect new menus.

    Chapter 8: Approve Documents

    Lessons

  • Set up Document Approvals
  • Demonstration - Set Up Approval Users in a Hierarchy
  • Set up the Notification System
  • Send Overdue Notifications
  • Delegating Substitute Approvers

    Lab

  • Lab 8.1 - Set Up Document Approvals

    The goal of completing this chapter is to enable students to:

  • Set up the general features of the document approval system.
  • Set up approval templates.
  • Set up approval users in a hierarchy.
  • Set up the notification system for approvals.
  • Manage overdue notifications.
  • Maintain substitute approvers.
    • Prerequisites: 
  • Introduction to Microsoft Dynamics NAV 5.0 course
  • Knowledge of basic accounting principles and ERP user roles
    • Benefits: 

    The goal for completing this course is to enable students to identify, describe, and use application setup features within:

  • RIM toolkit
  • Number series
  • Journal templates and batches
  • Posting groups
  • Dimensions
  • Database logins, including roles and permissions
  • Navigation Pane Designer
  • Document approvals
    • Audience: 

    This course is intended for NAV partner staff and administrators/super users who are responsible for implementing and maintaining application setup data in NAV installations.

    Materials Available: 
    Yes
    Duration: 
    16 hours
    For more information on Application Setup in Microsoft Dynamics NAV 5.0 (8872A) please feel free to contact us online or call us at 416-513-1535.