80952 - Application Setup in Microsoft Dynamics NAV 2017
Description
This 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.
Contents
Module 1: Set Up a Company Using RapidStart Services.
Module Overview..
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.
Lesson 10: Data Migration Using Assisted Setup.
Module Review..
Module 1 Key Take Away.
Test Your Knowledge Module 1.
Test Your Knowledge Answers.
Module 2: Manage Users.
Module Overview..
Lesson 1: Users.
Lesson 2: User Groups.
Lesson 3: Permission Sets.
Lesson 4: Maintaining Permission Sets.
Lesson 5: User-Specific Setup.
Lesson 6: RoleTailored User Setup.
Module Review..
Module 2 Key Take Away.
Module Practice.
Practice A: Create a New Permission Set and Grant Permissions.
Practice B: Extend the Permissions of the New Permission Set
Test Your Knowledge Module 2.
Test Your Knowledge Answers.
Module 3: Change Log Setup.
Module Overview..
Lesson 1: Setting Up a Change Log.
Lesson 2: Change Log Entries.
Module Review..
Module 3 Key Take Away.
Module Practice.
Practice A: Activate the Change Log for Customers.
Test Your Knowledge Module 3.
Test Your Knowledge Answers.
Module 4: Set Up Number Series.
Module Overview..
Lesson 1: Number Series.
Lesson 2: Number Series Relationships.
Module Review..
Module 4 Key Take Away.
Module Practice.
Practice A: Create a Number Series.
Test Your Knowledge Module 4.
Test Your Knowledge Answers.
Module 5: Set Up Trial Codes.
Module Overview..
Lesson 1: Source Codes and Source Code Setup.
Lesson 2: Reason Codes.
Module Review..
Module 5 Key Take Away.
Module Practice.
Practice A: Create Reason Codes and Use them in a Journal
Test Your Knowledge Module 5.
Test Your Knowledge Answers.
Module 6: Set Up General Journal Templates and Batches.
Module Overview..
Lesson 1: General Journal Templates, Batches, and Lines.
Lesson 2: Create Journal Templates and Batches.
Module Review..
Module 6 Key Take Away.
Module Practice.
Practice A: Create a Journal Batch.
Test Your Knowledge Module 6.
Test Your Knowledge Answers.
Module 7: Set Up Posting Groups.
Module Overview..
Lesson 1: Specific Posting Groups.
Lesson 2: General Posting Groups.
Lesson 3: General Posting Setup.
Lesson 4: VAT Posting Groups.
Lesson 5: VAT Posting Setup.
Module Review..
Module 7 Key Take Away.
Module Practice.
Practice A: Set Up and Assign a Vendor Posting Group.
Practice B: Set Up and Assign a Product Posting Group.
Practice C: Copy a General Posting Setup Line.
Practice D: Create and Assign a VAT Product Posting Group.
Practice E: Post and Review a Purchase Transaction.
Test Your Knowledge Module 7.
Test Your Knowledge Answers.
Module 8: Set Up Dimensions.
Module Overview..
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 7: Conflicting Default Dimensions.
Lesson 8: Dimension Combinations.
Lesson 9: Posting with Dimensions.
Module Review..
Module 8 Key Take Away.
Module Practice.
Practice A: Set Up a Dimension with Dimension Values.
Practice B: Assign Default Dimensions to Multiple Accounts.
Practice C: Assign Account Type Default Dimensions.
Practice D: Set Up a Dimension Combination.
Test Your Knowledge Module 8.
Test Your Knowledge Answers.
Module 9: Workflow..
Module Overview..
Lesson 1: Workflow in Microsoft Dynamics NAV.
Lesson 2: Workflow Setup.
Lesson 3: Create Workflows.
Lesson 4: Use Workflows.
Module Review..
Module 9 Key Take Away.
Module Practice.
Practice A: Create a New Sales Invoice Workflow from a Template.
Practice B: Notify a user of Released Sales Orders of a Specific Salesperson.
Test Your Knowledge Module 9.
Test Your Knowledge Answers.
Module 10: Set Up and Manage Approval Workflows.
Module Overview..
Lesson 1: Approval User Setup.
Lesson 2: Approval Workflows.
Lesson 3: Set up Approval Workflows using Assisted Setup.
Lesson 4: Use the Purchase Document Approval System..
Module Review..
Module 10 Key Take Away.
Test Your Knowledge Module 10.
Test Your Knowledge Answers.
Course Review..