Course Outline

80439-Introduction in Microsoft Dynamics NAV 2013

Duration: 2 days (12 hours)

Target Audience:

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.

Prerequisites:

Before attending this course, students must have:

Basic knowledge of Microsoft Windows and its functionality.

Topics Covered:

Module 1: Microsoft Dynamics NAV 2013 as an ERP System

• Lesson 1: ERP System

Lab: Open Microsoft Dynamics NAV 2013.

Open Microsoft Dynamics NAV 2013

After completing this module, 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.

Module 2: User Interface

• 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

Lab: Assign a Role Center

Assign a Role Center

After completing this module, students will be able to:

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 the list page.

Explain the card page.

Explore the Role Center.

Module 3: User Personalization

• 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

Lab: Add a List Place to the Navigation Pane

Add a List Place to the Navigation Pane

Lab: Add a Chart to the Role Center

Add a Chart to the Role Center

After completing this module, students will be able to:

Explain how to configure Microsoft Dynamics NAV 2013 user interface (UI).

Browse and customize the List Places.

Change the look of windows in the program.

Module 4: Basic Functionalities

• 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

Lab: Filter the Customer List and Export to Excel

Filter the Customer List and Export to Excel

After completing this module, students will be able to:

Use function keys and basic keyboard shortcuts.

Enter and edit information.

Use zoom, reports, sorting, search, filters, FactBoxes and navigation functions.

Integrate with other Microsoft Office products, such as OneNote, Word, and Excel.

Describe the posting process within Microsoft Dynamics NAV.

Module 5: Master Data for Sales and Purchase Process

• Lesson 1: G/L Account Cards

• Lesson 2: Chart of Accounts Page

• Lesson 3: Customer Cards

• Lesson 4: Vendor Cards

• Lesson 5: Item Cards

Lab: Create a New Office Furniture Vendor

Create a New Office Furniture Vendor

Lab: Create a New Office Furniture Item

Create a New Office Furniture Item

After completing this module, students will be able to:

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.

Module 6: Process Sales and Purchases

• 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

Lab: Purchase Furniture From the New Vendor

Create a Purchase Order

Receive and Invoice the Furniture

Lab: Record an Automobile Maintenance Expense

Record an Automobile Maintenance Expense

Lab: Sell Wooden Doors to an Existing Customer

Sell Wooden Doors to an Existing Customer

After completing this module, students will be able to:

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.

Module 7: Technology Overview

• Lesson 1: Web Services Support

• Lesson 2: Multiple Client Support

• Lesson 3: Microsoft Dynamics NAV 2013 Development Environment

• Lesson 4: Multilanguage Functionality

After completing this module, students will be able to:

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.

Module 8: Browse Application Areas

• 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

After completing this module, students will be able to:

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.