-
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.
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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.
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Set up number series.
-
Create number series relations.
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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.
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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 Outline
Module 1: Set Up a Company by Using RapidStart Services
This module explains the RapidStart Services for the application setup.
Lessons
-
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 2013.
Lessons
-
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 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.
Module 3: Set Up Number Series
This module explains the purpose of company-wide number series.
Lessons
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: Set Up Trail CodesThis module explains what trail codes are used for.Lessons
-
Lessons 1 to 3: 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: Set Up General Journals 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: Set Up 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 : Set Up and Assign a Vendor Posting GroupLab : Set Up and Assign a Product Posting GroupLab : Copy a General Posting Setup LineLab : Create and Assign a VAT Product Posting GroupLab : Copy a VAT Posting SetupLab : Post and Review a Purchase 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: Set Up Dimensions
This module explains the benefits and purposes in using dimensions.
Lessons
-
Dimensions and Dimension Values
-
Setting Up Dimensions in General Ledger Setup
-
Dimension Combinations
-
Lessons 4 to 5: Default Dimensions and Account Type Default Dimensions
-
Default Dimension Priority
-
Conflicting Default Dimensions
Lab : Set Up a Dimension with Dimension ValuesLab : Set Up a Dimension CombinationLab : Assign Default Dimensions to a Single AccountLab : Assign Default Dimensions to Multiple AccountsLab : Assign Vendor Account Type 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: Set Up and Manage Document Approvals
This module explains the basic Document Approval set up tasks.
Lessons
-
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.