80722 - Application Setup in Microsoft Dynamics NAV 2016

Code: 80722
Course duration: 3 days
Price:

80722 - Application Setup in Microsoft Dynamics NAV 2016 

Description

This Instructor-led 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.

Module 1: Set Up a Company Using RapidStart Services.

Lesson 1: RapidStart Services Process Flow

Lesson 2: Configuration Worksheet

Lesson 3: Configuration Questionnaires

Lesson 4: Data Templates

Lesson 5: Configuration Package

Lesson 6: Configure a New Company Using RapidStart Services

Lesson 7: Data Migration Using RapidStart Services

Lesson 8: Field Mapping

Lesson 9: Create Missing Codes

Module 1 Key Take Away. 

Test Your Knowledge Module 1. 

Test Your Knowledge Answers. 

Module 2: Manage User Rights and Profiles. 

Lesson 1: Users

Lesson 2: User Groups

Lesson 3: Permission Sets

Lesson 4: User-Specific Setup. 

Lesson 5: RoleTailored User Setup. 

Lesson 6: Best Practices. 

Module Review.. 

Module 2 Key Take Away. 

Module Practice. 

Practice Module 2: Create a New Permission Set and Grant Permissions. 

Practice Module 2: Extend the Permissions of the New Permission Set. 

Test Your Knowledge Module 2. 

Test Your Knowledge Answers. 

Module 3: Set Up Number Series

Lesson 1: Number Series

Lesson 2: Number Series Relationships

Module 3 Key Take Away. 

Module Practice. 

Practice Module 3: Create a Number of Series. 

Test Your Knowledge Module 3. 

Test Your Knowledge Answers. 

Module 4:  Set Up Trail Codes. 

Lesson 1: Source Codes and Source Code Setup

Lesson 2: Reason Codes 

Module 4 Key Take Away. 

Module Practice. 

Practice Module 4: Create Reason Codes and Use Them in a Journal 

Test Your Knowledge Module 4. 

Test Your Knowledge Answers. 

Module 5:  Set Up General Journal Templates and Batches. 

Lesson 1: General Journal Templates, Batches, and Lines

Lesson 2: Create Journal Templates and Batches

Module 5 Key Take Away

Module Practice.

Practice Module 5: Create a Journal Batch. 

Test Your Knowledge Module 5. 

Test Your Knowledge Answers. 

Module 6:  Set Up Posting Groups. 

Lesson 1: Specific Posting Groups

Lesson 2: From Posted Sales Invoice to Balance Sheet Account

Lesson 3: General Posting Groups

Lesson 4: General Posting Setup

Lesson 5: VAT Posting Groups

Lesson 6: VAT Posting Setup

Module 6 Key Take Away. 

Module Practice. 

Practice Module 6. Scenario 1: Set Up and Assign a Vendor Posting Group.. 

Practice Module 6. Scenario 2: Set Up and Assign a Product Posting Group.. 

Practice Module 6. Scenario 3: Copy a General Posting Setup Line. 

Practice Module 6. Scenario 4: Create and Assign a VAT Product Posting Group.. 

Practice Module 6. Scenario 5: Post and Review a Purchase Transaction. 

Test Your Knowledge Module 6. 

Test Your Knowledge Answers.  

Module 7: Set Up Dimensions. 

Lesson 1: Dimensions and Dimension Values. 

Lesson 2: Setting Up Dimensions in General Ledger Setup. 

Lesson 3: Default Dimensions. 

Lesson 4: Assign Default Dimensions to Multiple Accounts. 

Lesson 5: Account Type Default Dimensions. 

Lesson 6: Default Dimension Priority. 

Lesson 8: Dimension Combinations. 

Lesson 9: Posting with Dimensions. 

Module Review.. 

Module Practice. 

Practice Module 7. Scenario 1: Set Up a Dimension with Dimension Values. 

Practice Module 7. Scenario 2: Set Up a Dimension Combination.. 

Practice Module 7. Scenario 3: Assign Default Dimensions to a Single Account. 

Practice Module 7. Scenario 4: Assign Default Dimensions to Multiple Accounts. 

Test Your Knowledge Module 7. 

Module 8: Workflow.. 

Lesson 1: Workflow in Microsoft Dynamics NAV.. 

Lesson 2: Workflow Setup. 

Lesson 3: Create Workflows. 

Lesson 4: Use Workflows 

Module Review.. 

Module Practice. 

Practice Module 8. Scenario 1: Create a New Sales Invoice Workflow from a Template. 

Practice Module 8. Scenario 2: Notify a user of Released Sales Orders of a Specific Salesperson. 

Test Your Knowledge Module 8. 

Test Your Knowledge Answers. 

Module 9: Set Up and Manage Document Approvals. 

Lesson 1: Approval User Setup. 

Lesson 2: Approval Workflows. 

Lesson 3: Use the Purchase Document Approval System... 

Lesson 4:  

Module Review.. 

Module 9 Key Take Away. 

Test Your Knowledge Module 9. 

Test Your Knowledge Answers. 

Course Review   

Course Reviews

No reviews found for this course.

Be the first to write a review