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 2013. This course also covers typical user tasks in common application areas, such as Finance, Inventory, Purchases, and Sales.
Explain the concept of ERP and Microsoft Dynamics NAV 2013.
Describe the most important features of ERP and Microsoft Dynamics NAV 2013.
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 2013 user interface (UI).
Browse and customize the list places.
Change the look of windows in the program.
Use function keys and basic keyboard shortcuts.
Enter and edit information.
Obtain selected information from Microsoft Dynamics NAV2013, by using zoom, reports, sorting, search, filters, FactBoxes, and navigation functions.
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 a sales quote, and convert it to a sales order.
Create, post, and review sales orders.
Process the shipment and invoicing of goods.
Explain the web services support in Microsoft Dynamics NAV 2013.
Describe the different client types.
Provide an overview of the Microsoft Dynamics NAV 2013 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.
Module 1: Microsoft Dynamics NAV 2013 as an ERP System
Lab : Open Microsoft Dynamics NAV 2013
Module 2: User Interface
The Navigation Pane
The Status Bar
The Role Center
Lab : Assign a Role Center
Module 3: User Personalization
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
Module 4: Basic Functionalities
Enter and Edit Information
Post a Document
Lab : Filter the Customer List and Export to Excel
Module 5: Master Data for Sales and Purchase Process
G/L Account Cards
Chart of Accounts Page
Lab : Create a New Office Furniture Vendor
Lab : Create a New Office Furniture Item
Module 6: Process Sales and Purchases
From Purchase Order to Purchase Invoice
Create Purchase Invoices
From Sales Quote to Sales Invoice
Lab : Purchase Furniture From the New Vendor
Lab : Record an Automobile Maintenance Expense
Lab : Sell Wooden Doors to an Existing Customer
Module 7: Technology Overview
Multiple Client Support
Microsoft Dynamics NAV 2013 Development Environment
Module 8: Browse Application Areas
Financial Reporting and Analysis
Jobs and Resources