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.
Who Should Attend
This course is intended for a partner that sells and implements the Introduction module to customers. The typical partner has an ERP background and is strong in accounting principles.
Module 1: Microsoft Dynamics NAV 2013 as an ERP System
This module provides students with a general understanding of the concept of ERP.
Module 2: User Interface
This module explain elements of the User Interface in Microsoft Dynamics NAV 2013.
- Lesson 1: Back and Forward Button, Address Bar, Search
- Lesson 2: The Ribbon
- Lesson 3: The Navigation Pane
- Lesson 4: The Status Bar
- Lesson 5: Pages
- Lesson 6: The Role Center
Module 3: User Personalization
This module explains how to configure Microsoft Dynamics NAV 2013 user interface.
- Lesson 1: Personalization and Configuration
- Lesson 2: Customize the Ribbon
- Lesson 3: Customize the Navigation Pane
- Lesson 4: Customize this Page
- Lesson 5: Customize a FactBox
- Lesson 6: Customize a FastTab
- Lesson 7: Customize a Chart
- Lesson 8: Customize Parts on the Role Center Page
- Lesson 9: Change the Profile and Role Center
Module 4: Basic Functionalities
This module explains the general functions that are used in Microsoft Dynamics NAV 2013.
- Lesson 1: Use Keyboard Shortcuts
- Lesson 2: Enter and Edit Information
- Lessons 3-10: Basic Functionalities
- Lesson 11: Search Information
- Lesson 12: FactBoxes
- Lesson 13: Post a Document
- Lesson 14: Navigate
Module 5: Master Data for Sales and Purchase Process
This module introduces the students to master data.
- Lesson 1: G/L Account Cards
- Lesson 2: Chart of Accounts Page
- Lesson 3: Customer Cards
- Lesson 4: Vendor Cards
- Lesson 5: Item Cards
Module 6: Process Sales and Purchases
This module demonstrates the integration of different processes of Microsoft Dynamics NAV 2013 as an ERP system.
- 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
Module 7: Technology Overview
This module provides an overview of the most important technology topics of Microsoft Dynamics NAV 2013.
- Lesson 1: Web Services Support
- Lesson 2: Multiple Client Support
- Lesson 3: Microsoft Dynamics NAV 2013 Development Environment
- Lesson 4: Multilanguage Functionality
Module 8: Browse Application Areas
This module explains the different application areas in Microsoft Dynamics NAV 2013.
- Lesson 1: Financial Management
- Lesson 2: Financial Reporting and Analysis
- Lesson 3: Marketing
- Lesson 4: Trade
- Lesson 5: Inventory Management
- Lesson 6: Warehouse Management
- Lesson 7: Manufacturing
- Lesson 8: Jobs and Resources
- Lesson 9: Service Management
- Lesson 10: Human Resources
Lab: Open Microsoft Dynamics NAV 2013
Lab: Assign a Role Center
Lab: Add a List Place to the Navigation Pane
Lab: Add a Chart to the Role Center
Lab: Filter the Customer List and Export to Excel
Lab: Create a New Office Furniture Vendor
Lab: Create a New Office Furniture Item
Lab: Purchase Furniture From the New Vendor
Lab: Record an Automobile Maintenance Expense
Lab: Sell Wooden Doors to an Existing Customer
What You'll Learn
After completing this course, students will be able to:
- 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.