NAV Bootcamp- Intro-Financial -Trade & BI
(5-day training)
Introduction to Microsoft Dynamics NAV
Description
This Digital Learning course examines the basic concepts of Enterprise Resource Planning (ERP), how to personalize the user interface and how to navigate in Microsoft Dynamics NAV. It also covers typical user tasks in common application areas, such as Finance, Inventory, Purchases, and Sales.
Contents
Module 1: Microsoft Dynamics NAV as an ERP System
Module 1 Key Take Away.
Module 2: Browse Application Areas.
Module 2 Key Take Away.
Module 3: User Interface.
Module 3 Key Take Away.
Module Practice.
Practice Module 3: Set the Work Date.
Test Your Knowledge Module 3.
Module 4: User Personalization.
Module 4 Key Take Away.
Module Practice.
Practice Module 4. Scenario 1: Add a List Place to the Navigation Pane.
Practice Module 4. Scenario 2: Set Up Cues in Your Role Center.
Practice Module 4. Scenario 3: Assign a Role Center.
Module 5: Basic Functionalities.
Module 5 Key Take Away.
Module Practice.
Practice Module 5: Scenario 1: Limit Totals.
Practice Module 5: Scenario 2: Use Filter Criteria.
Module 6: Master Data for the Sales and Purchase Process.
Module 6 Key Take Away.
Module Practice.
Practice Module 6. Scenario 1: Create a Customer.
Practice Module 6. Scenario 2: Create a New Office Furniture Vendor.
Practice Module 6. Scenario 3: Create a New Office Furniture Item...
Module 7: Process Sales and Purchases.
Module Practice.
Practice Module 7. Scenario 1: Purchase Furniture from the New Vendor.
Practice Module 7. Scenario 2: Record an Automobile Expense.
Practice Module 7. Scenario 3: Sell Wooden Doors to an Existing Customer.
Module 8: Technology Overview.
Module Demonstration.
Demonstration Module 8: Use the Multilanguage Editor.
Finance Essentials in Microsoft Dynamics NAV
Description
This course provides students with the tools to set up the financial management application area. The focus is on the key financial functions within the organization such as the Cash Management, the management of VAT, Journal development and transactions, the General Ledger, and Receivables and Payables Management.
Contents
Module 1: Financial Management Setup.
Module 1 Key Take Away.
Module Practice.
Practice Module 1: Create a New Fiscal Year.
Module 2: Chart of Accounts.
Module 2 Key Take Away.
Module Practice.
Practice Module 2: Create a Revenue Account.
Module 3: General Journals
Module 3 Key Take Away.
Module Practice.
Practice Module 3. Practice A: Create and Post a Journal Entry.
Practice Module 3. Practice B: Create and Post Recurring Journal
Practice Module 3. Practice C: Create a Deferral Template and use it in a General Journal
Module 4: Cash Management - Receivables and Payables.
Module 4 Key Take Away.
Module Practice.
Practice Module 4. Scenario A: Create a Bank Account.
Practice Module 4. Scenario B: Enter and Post Manual Checks.
Practice Module 4. Scenario C: Use the Payment Registration to Post Lump Payments.
Practice Module 4. Scenario D: Suggest Vendor Payments for a Single Vendor.
Demonstration Module 4. Scenario 1: Financially Avoiding a Check.
Demonstration Module 4. Scenario 2: Void a Check.
Module 5: Cash Management - Bank Reconciliation.
Module 5 Key Take Away.
Module 6: Receivables and Payables Management: Payment Discount and Payment Tolerance.
Module 6 Key Take Away.
Module Practice.
Practice Module 6. Scenario A: Posting Partial Customer Payments with Payment Discounts in the Cash Receipt Journal
Practice Module 6. Scenario B: Add Discounts after Posting Sales Transactions.
Practice Module 6. Scenario C: Process a Customer Payment Tolerance.
Practice Module 6. Scenario D: Adjust the Vendor Payment Discount Amount.
Trade in Microsoft Dynamics NAV
Course Description
This two-day course provides students with the knowledge and skills to handle the purchase, sale, and return of inventory. Students will learn how to manage sales and purchase transactions, including prices and discounts, item charges and order promising. Requisition management will be covered, as well as returns management and customer service features.
Who Should Attend
This course is for individuals wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics NAV Trade.
Course Outline
Module 1: Sales Order Management
This module examines the setup of and transactions in Sales Order Management, including blanket sales orders, sales order shipments, drop shipments, and prepayments.
Lessons
- Set-Up Sales Order Management
- Manage Sales Transactions
- Item Reservation
- Posting Orders
- Drop Shipments
- Customer Prepayments
Module 2: Sales Prices and Discounts
This module explores Microsoft Dynamics NAV pricing and discount features.
Lessons
- Sales Prices
- Maintain Sales Prices
- Sales Line Discounts
- Invoice Discounts
Module 3: Customer Service Features
This module explores customer service features in Microsoft Dynamics NAV, which include the substitution of one item with another, item cross reference, and nonstock items. Companies can manage the sale of nonstock items in two ways—create drop shipments and use special orders. Each of these features adds to customer satisfaction by offering more flexibility and by expediting the sales process.
Lessons
- Item Substitutions
- Item Cross References
- Set Up and Create Nonstock Items
- Sell Nonstock Items
Module 4: Purchase Order Management
This module explains the cash management of receivables and payables.
Lessons
- Purchase Order Management Setup
- Manage Purchase Transactions
- Purchase Prices and Discounts
- Purchase Prices
- Invoice and Line Discounts
- Vendor Prepayments
Module 5: Requisition Management
This module explains how to set up requisition management and use the requisition worksheet.
Lessons
- Requisition Management Setup
- Requisition Worksheet
- Additional Worksheet Features
Module 6: Item Charges
This module explains the item charges and allowances.
Lessons
- Purchase Item Charges
- Sales Item Charges
- Purchase and Sales Allowances
Business Intelligence in Microsoft Dynamics NAV.
Module 1, Introduction to Business Intelligence,
Is an introduction to what is business intelligence, what is a report, what is a dashboard, and how can I get started.
Module 2, Microsoft Dynamics NAV Reporting Capabilities,
Is a module where you are going to learn which are the different reports we have available in Dynamics NAV, where can I find the reports, how can I access them.
Module 3, Creating Operational and Tactical Reports with Microsoft Dynamics NAV,
Is all about creating reports with the tools we have available out of the box.
Module 4, From Operational Reporting to Tactical and Strategical Dashboarding,
Is about how we can use third-party tools like, for example, Power BI to create more tactical and strategical dashboards, sometimes based on a data warehouse.
Module 5, the Mobile Revolution,
Is a chapter where you're going to learn the different tools that you have available surrounding Microsoft Dynamics NAV to consult the dashboards. It isn't always the application; can be your mobile device, your phone, your tablet and so on.