80949 - Introduction to Microsoft Dynamics NAV 2017 (1 Day)
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.
Contents
Module 1: Microsoft Dynamics NAV 2017 as an ERP System.
Module Overview.
Lesson 1: What Makes Microsoft Dynamics NAV an ERP System?
Lesson 2: In Office 365 Experience
Lesson 3: Embedded Power BI
Module Review
Module 1 Key Take Away
Test Your Knowledge Module 1
Module 2: Multiple Client Support
Module Overview.
Lesson 1: Multiple Client Support
Lesson 2: The Windows Client
Lesson 3: The Web Client
Lesson 4: The Tablet Client and Phone Client
Lesson 5: The Outlook Client
Module Review.
Module 2 Key Take Away
Test Your Knowledge Module 2.
Module 3: Browse Application Areas
Module Overview.
Lesson 1: Finance
Lesson 2: Business Intelligence
Lesson 3: Marketing
Lesson 4: Sales
Lesson 5: Design and Engineering
Lesson 6: Operations Planning
Lesson 7: Purchasing
Lesson 8: Shipping and Receiving
Lesson 9: Warehouse Activities
Lesson 10: Production
Lesson 11: Service
Lesson 12: Resource Planning
Lesson 13: Project Management
Lesson 14: Human Resources
Module Review.
Module 3 Key Take Away.
Test Your Knowledge Module 3.
Module 4: User Interface
Module Overview.
Lesson 1: The Windows Client and Web Client Interface
Lesson 2: Searching for Pages and Reports
Lesson 3: The Application Menu
Lesson 4: My Settings
Lesson 5: The Ribbon
Lesson 6: The Navigation Pane
Lesson 7: The Status Bar
Lesson 8: Pages
Lesson 9: The Role Center
Module Review.
Module 4 Key Take Away.
Module Practice.
Practice: Set the Work Date.
Test Your Knowledge Module 4.
Module 5: User Personalization.
Module Overview..
Lesson 1: Personalization and Configuration.
Lesson 2: Personalizing the Windows Client and the Web Client
Lesson 3: Customize the Ribbon.
Lesson 4: Customize the Navigation Pane.
Lesson 5: Customize This Page.
Lesson 6: Customize a FastTab.
Lesson 7: Customize a FactBox.
Lesson 8: Customize a Chart
Lesson 9: Customize Parts on the Role Center Page.
Lesson 10: Cues.
Lesson 11: Setup Cues for the Company.
Lesson 12: Change the Profile and Role Center
Module Review.
Module 5 Key Take Away.
Module Practice.
Practice A: Add a List Place to the Navigation Pane.
Practice B: Set Up Cues in Your Role Center
Practice C: Assign a Role Center
Test Your Knowledge Module 5.
Module 6: Basic Functionalities.
Module Overview.
Lesson 1: Enter and Edit Information.
Lesson 2: About this page/report
Lesson 3: Making Notes and Comments.
Lesson 4: Send to Word and Excel
Lesson 5: Print Reports and Documents.
Lesson 6: Sort Information.
Lesson 7: Search Information.
Lesson 8: Search Information - Filter Criteria.
Lesson 9: Navigate.
Module Review.
Module 6 Key Take Away.
Module Practice.
Practice A: Limit Totals.
Practice B: Use Filter Criteria.
Test Your Knowledge Module 6.
Module 7: Master Data for the Sales and Purchase Process.
Module Overview.
Lesson 1: G/L Account Cards
Lesson 2 : Chart of Accounts Page
Lesson 3: Customer Cards
Lesson 4: Vendor Cards
Lesson 5: Item Cards
Lesson 6: Item Attributes
Module Review.
Module 7 Key Take Away.
Module Practice.
Practice A: Create a Customer
Practice B: Create a New Office Furniture Vendor
Practice C: Create a New Office Furniture Item.
Test Your Knowledge Module 7.
Module 8: Process Sales and Purchases.
Module Overview.
Lesson 1: Process Flows.
Lesson 2: From Purchase Order to Purchase Invoice.
Lesson 3: Create Purchase Invoices.
Lesson 4: From Sales Quote to Sales Invoice.
Lesson 5: Send Invoices to Customers.
Module Review.
Module 8 Key Take Away.
Module Practice.
Practice A: Purchase Furniture from the New Vendor
Practice B: Record an Automobile Maintenance Expense
Practice C: Sell Wooden Doors to an Existing Customer
Test Your Knowledge Module 1.
Module 9: Technology Overview.
Module Overview.
Lesson 1: Microsoft Dynamics NAV Development Environment
Lesson 2: Web Services Support
Lesson 3: Multilanguage Functionality
Module Review.
Module 9 Key Take Away.
Test Your Knowledge Module 9.
Test Your Knowledge Answers.
Course Review.