Introduction to Microsoft Dynamics NAV 5.0

Platform and development

General functions

G/L accounts and posting groups

Dimensions

Inventory

Purchases

Sales

Document approvals

C/SIDE Development Environment

Database Features

Application Server

Multilanguage Functionality

Explain basic concepts of the C/SIDE development environment.

List database server options and outline database features.

Outline the use of the NAV Application Server.

Outline how to implement multiple languages.

Overview

Use Keyboard Shortcuts

Use the Toolbars

Use and Personalize the Navigation Pane

Use Different Window Types

Change How Windows Display

Enter and Edit Information

Link to External Files

Extract Information

Use MapPoint

Introduce basic concepts of the enterprise management system.

Use function keys and basic keyboard shortcuts.

Use the toolbar functions of the main application window.

Use and personalize the navigation pane.

Distinguish window types and their usage.

Change the look of windows in the program.

Enter and edit information.

Create links from the program to related documents and web sites.

Get selected information out of the program.

Look up a business partner's location on a map.

Posting Groups

G/L Account Cards

The Chart of Accounts Window

Identify different posting groups and outline their purpose.

Explain the use of G/L account cards.

Outline the purpose and functions of the Chart of Accounts window.

Overview

Demonstration – Add Dimensions to a Purchase Order

Demonstration – View Posted Purchases by Project Code

Lab – Add and View Dimensions

Outline why and how to use dimensions.

Add dimensions to a business document.

Filter and view posted business transactions by dimensions.

The Item Card

Demonstration – Create a New Item

Use the Item Card

View Item Availability

Analyze Item Figures

Lab – Create a New Item

Explain the purpose of all fields and functions on the item card.

Create a new item.

Identify and use the links and functions provided with the item card buttons.

Get insight to an item's availability over time.

Analyze item figures with statistics windows and reports.

Overview

Demonstration – Create A Vendor

Demonstration - Create a Purchase Order

Demonstration - Create a Purchase Invoice

Demonstration - Pay a Vendor

Demonstration - Create a Payment Journal line Manually

Demonstration - Adjust the General Ledger

Demonstration - Analyze Transaction Entries

Lab – Create a New Hardware Vendor

Lab - Purchase Hardware from the New Vendor

Lab - Receive and Invoice the Hardware

Lab - Record an Automobile Maintenance Expense

Lab - Pay the Automobile Maintenance Expense

Lab - Adjust the Posted Automobile Maintenance Expense

Outline a complete purchase process and how it connects to other application areas.

Set up a new vendor by filling in a vendor card.

Create, post, and review purchase orders.

Process the receipt and invoicing of inventory items.

Create, post, and review purchase invoices.

Process the purchase of non-inventory goods or services with purchase invoices.

Plan and make payments to creditors.

Use the Suggest Vendor Payments function.

Make payments manually by selecting open entries to apply.

Adjust general ledger entries with the general journal.

Use general journal registers to follow the audit trail of all transaction types.

Overview

Demonstration - Create a Customer

Demonstration - Create a Sales Quote

Demonstration - Process the Sales Order

Demonstration - Receive Payment from a Customer

Lab - Sell Wooden Doors to an Existing Customer

Lab - Receive Payment for the Wooden Doors

Outline a complete sales process and how it connects to other application areas.

Set up a new customer by filling in a customer card.

Create a sales quote and convert it to a sales order.

Create, post, and review sales orders.

Process the shipment and invoicing of goods.

Receive payments from customers.

Use the Aged Accounts Receivable report.

Overview

Demonstration - Request Approval of a Document

E-Mail Notifications

Demonstration - Approve a Document

Substitute Approvers

Outline the design concepts of the document approvals system.

Request approval of a document.

Receive an approval notification.

Approve a document.

Delegate approvals to substitute approvers.

Marketing

Jobs and Resources

Service Management

Manufacturing

Warehouse Management

Human Resources

Business Notification

eCommerce

Outline marketing features.

Outline features for jobs and resources.

Outline service management features.

Outline manufacturing features.

Outline features of the warehouse management system.

Outline features for human resource management.

Outline the business notification solution.

Outline Commerce Portal and Commerce Gateway