a location of your choosing Microsoft 80435 Dynamics NAV Training - Dynamics Edge

a location of your choosing MOC Class 80435 Dynamics NAV Training -> Application Setup in Microsoft Dynamics NAV 2013

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This two-day course provides students with the tools to implement and maintain cross-application setup data after the system components are installed. The focus is on the application-oriented work involved in setting up and maintaining company-wide rules, data, and users.

Who Should Attend

This course is intended to a partner that sells and implements the Finance module to customers. The typical partner has an ERP background and has a basic understanding of accounting principles.

Course Outline

Module 1: Set Up a Company by Using RapidStart Services

This module explains the RapidStart Services for the application setup.


  • 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

Module 2: Manage User Rights and Profiles

This module explains the different level of security in Microsoft Dynamics NAV 2013.


  • Authentication
  • Set Up User Rights
  • Create a New Permission Set
  • Apply Security Filters
  • User-Specific Setup
  • User Profile Setup
  • Best Practices

Module 3: Set Up Number Series

This module explains the purpose of company-wide number series.


  • Number Series

Module 4: Set Up Trail Codes

This module explains what trail codes are used for.


  • Lessons 1 to 3: Source Code and Reason Codes
  • Navigate the Audit Trail

Module 5: Set Up General Journals Templates and Batches

This module explains the purpose of journal templates and journal batches set up.


  • Journal Templates, Batches, and Lines
  • Create Journal Templates and Batches

Module 6: Set Up Posting Groups

This module explains the purpose of posting groups.


  • Specific Posting Groups
  • General Posting Groups
  • General Posting Setup
  • VAT Posting Groups
  • VAT Posting Setup
  • Best Practices
  • Post and Review a Sales Transaction

Module 7: Set Up Dimensions

This module explains the benefits and purposes in using dimensions.


  • 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

Module 8: Set Up and Manage Document Approvals

This module explains the basic Document Approval set up tasks.


  • Set Up Document Approvals
  • Set Up the Notification System
  • Set Up a Sales Document Approvals System
  • Use the Document Approval System


Lab: Set Up New Users
Lab: Create a Number Series
Lab: Create a Journal Batch
Lab: Set Up and Assign a Vendor Posting Group
Lab: Set Up and Assign a Product Posting Group
Lab: Copy a General Posting Setup Line
Lab: Create and Assign a VAT Product Posting Group
Lab: Copy a VAT Posting Setup
Lab: Post and Review a Purchase Transaction
Lab: Set Up a Dimension with Dimension Values
Lab: Set Up a Dimension Combination
Lab: Assign Default Dimensions to a Single Account
Lab: Assign Default Dimensions to Multiple Accounts
Lab: Assign Vendor Account Type Default Dimensions
Lab: Set Up a Purchase Document Approvals System

What You'll Learn

After completing this course, 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.
  • 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.
  • Set up number series.
  • Create number series relations.
  • 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.
  • 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.

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