Duration: 2 Days
In this course, you will learn 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.
What You Will Learn
- ERP and Microsoft Dynamics NAV 2013
- Important features of ERP and Microsoft Dynamics NAV 2013
- 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
- Microsoft Dynamics NAV 2013 Development Environment
Audience
Partner that sell and implement the Introduction module to customers. The typical partner has an ERP background and is strong in accounting principles.
Prerequistes
Basic knowledge of Microsoft Windows and its functionality
Course Outline
1. Microsoft Dynamics NAV 2013 as an ERP System
2. User Interface
- Back and Forward Button, Address Bar, Search
- The Ribbon
- The Navigation Pane
- The Status Bar
- Pages
- The Role Center
3. User Personalization
- Personalization and Configuration
- 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
4. Basic Functionalities
- Use Keyboard Shortcuts
- Enter and Edit Information
- Basic Functionalities
- Search Information
- FactBoxes
- Post a Document
- Navigate
5. Master Data for Sales and Purchase Process
- G/L Account Cards
- Chart of Accounts Page
- Customer Cards
- Vendor Cards
- Item Cards
6. Process Sales and Purchases
- Process Flows
- From Purchase Order to Purchase Invoice
- Create Purchase Invoices
- From Sales Quote to Sales Invoice
7. Technology Overview
- Web Services Support
- Multiple Client Support
- Microsoft Dynamics NAV 2013 Development Environment
- Multilanguage Functionality
8. Browse Application Areas
- Financial Management
- Financial Reporting and Analysis
- Marketing
- Trade
- Inventory Management
- Warehouse Management
- Manufacturing
- Jobs and Resources
- Service Management
- Human Resources
Course Labs
Lab 1: Open Microsoft Dynamics NAV 2013
Lab 2: Assign a Role Center
Lab 3: Add a List Place to the Navigation Pane
Lab 4: Add a Chart to the Role Center
Lab 5: Filter the Customer List and Export to Excel
Lab 6: Create a New Office Furniture Vendor
Lab 7: Create a New Office Furniture Item
Lab 8: Purchase Furniture From the New Vendor
Lab 9: Record an Automobile Maintenance Expense
Lab 10: Sell Wooden Doors to an Existing Customer
