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