80952 - Application Setup in Microsoft Dynamics NAV 2017

Code: 80952
Course duration: 3 days
Price: 2695

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..

 

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