80043: Introduction to Microsoft Dynamics NAV 2009
About this Course
This two-day instructor-led, Introduction to Microsoft Dynamics NAV 2009 examines the basic concepts of ERP (Enterprise Resource Planning), how to navigate in Microsoft Dynamics NAV 2009 using the Role Tailored client, as well as typical user tasks in common application areas, such as finance, inventory, purchases, and sales. It also introduces cross-application functionality like dimensions, record links, and integration to Microsoft products. Lastly, the course provides outlines of all other application areas not covered in the course.
Audience Profile
This course is intended for people who are new to Microsoft Dynamics NAV 2009 and who plan to work with the program at any level. All students of the Introduction course are expected to continue a learning path by attending other courses that build on top of the content in this course.
At Course Completion
After completing this course, students will be able to: identify, describe, and use basic Microsoft Dynamics NAV 2009 features within:
- General functions
- G/L accounts and posting groups
- Dimensions
- Inventory
- Purchases
- Sales
- Document approvals
- Platform and development
- Other Application Areas
Course Outline
Module 1: Use General Functions
This module explains how to navigate in Microsoft Dynamics NAV 2009 using the Role Tailored client, as well as typical user tasks in common application areas, such as finance, inventory, purchases, and sales. An overview of ERP is also covered.
Lessons
- The Role Center
- Use Keyboard Shortcuts
- Customizing Microsoft Dynamics NAV 2009
- The List Places
- Change how Windows Display
- Enter and Edit Information
- Extract Information
- Use MapPoint
After completing this module, students will be able to:
- Provide an overview of ERP and Microsoft Dynamics NAV 2009.
- Navigate in the Role Center.
- Use function keys and basic keyboard shortcuts.
- Able to Customize Microsoft Dynamics NAV 2009 UI (User Interface)
- Navigate and customize the List Places.
- Change the look of windows in the program.
- Enter and edit information.
- Get selected information out of the program.
- Look up a business partner's location on a map.
Module 2: Working with General Ledger Accounts
This module explains how to work with G/L Accounts.
Lessons
- Posting Groups
- G/L Account Cards
- Chart of Accounts Window
After completing this module, students will be able to:
- Identify different posting groups and outline their purpose.
- Explain the use of G/L account cards.
- Outline the purpose and functions of the Chart of Accounts window.
Module 3: Add and View Dimensions
This module explains how to work with dimensions, add dimensions to a business document, and how to filter and view posted business transactions by dimensions.
Lessons
- Dimensions Overview
Lab : Add and View Dimensions
After completing this module, students will be able to:
- Outline why and how to use dimensions.
- Add dimensions to a business document.
- Filter and view posted business transactions by dimensions.
Module 4: Manage Items
This module explains how to create a new item and view item availability.
Lessons
- The Item Card
- Use the Item Card
- View Item Availability
- Analyze Item Figures
Lab : Create a New Item
After completing this module, students will be able to:
- Explain the purpose of all fields and functions on the item card.
- Identify and use the links and functions provided with the item card buttons.
- Create a new item.
- Examine an item's availability over time.
- Analyze item figures with statistics windows and reports.
Module 5: Process Purchases
This module explains how to work with the purchase process flow.
Lessons
- Introduction
- Overview
Lab : Create a New hardware Vendor
Lab : Purchase Hardware from the New Vendor
Lab : Receive and Invoice the Hardware
Lab : Record an Automobile Maintenance Expense
Lab : Pay the Automobile Maintenance Expense
Lab : Adjust the Posted Automobile Maintenance Expense
After completing this module, students will be able to:
- Outline a complete purchase process and how it connects to other application areas.
- Set up a new vendor by filling in a vendor card.
- Create, post, and review purchase orders.
- Process the receipt and invoicing of inventory items.
- Create, post, and review purchase invoices.
- Process the purchase of non-inventory goods or services with purchase invoices.
- Plan and make payments to creditors.
- Use the Suggest Vendor Payments function.
- Adjust general ledger entries with the general journal.
- Use general journal registers to follow the audit trail of all transaction types.
Module 6: Process Sales
This module explains how to work with sales process flow.
Lessons
- Introduction
Lab : Sell Wooden Doors to an Existing Customer
Lab : Receive Payment for the Wooden Doors
After completing this module, students will be able to:
- Outline a complete sales process and how it connects to other application areas.
- Set up a new customer by filling in a customer card.
- Create a sales quote and convert it to a sales order.
- Create, post, and review sales orders.
- Process the shipment and invoicing of goods.
- Receive payments from customers.
- Use the Aged Accounts Receivable report.
Module 7: Approve Documents
This module explains how to work with the approval process.
Lessons
- Overview
- E-Mail Notifications
- Substitute Approvers
After completing this module, students will be able to:
- Outline the design concepts of the document approvals system.
- Request approval of a document.
- Receive an approval notification.
- Delegate approvals to substitute approvers.
Module 8: Technology Overview
This module explains how objects work in the RoleTailored and Classic client, and what the elements in the Page Designer are used for. The architectural changes in Microsoft Dynamics NAV 2009 as well the basic concepts regarding C/SIDE development environment is covered.
Lessons
- Architectural Changes in Microsoft Dynamics NAV 2009
- Microsoft Dynamics NAV Server
- Web Services Support
- Web Services published by Microsoft Dynamics NAV
- Development Enhancements
- Page Designer
- Reports
- Multiple Client Support
- C/SIDE Development Environment
- Database Features
- Multilanguage Functionality
After completing this module, students will be able to:
- Present the architectural changes in Microsoft Dynamics NAV 2009.
- Review the Microsoft Dynamics NAV Server.
- Explain how Web Services Support the facilitation of data interchange.
- Describe the three types of Web services.
- Explain how objects work in the Classic client and the Role Tailored client.
- Review what the elements in the Page Designer are used for.
- Identify the features of new reports.
- Examine how multiple client support is handled in Microsoft Dynamics NAV 2009.
- Explain basic concepts of the C/SIDE development environment.
- List database server options and outline database features.
- Outline how to implement multiple languages.
Module 9: Browse other Application Areas
This module explains what the other application areas are in Microsoft Dynamics NAV 2009, including a brief overview and an outline of these areas.
Lessons
- Marketing
- Jobs and Resources
- Service Management
- Manufacturing
- Warehouse Management
- Human Resources
- Business Notification
- eCommerce
After completing this module, students will be able to:
- Outline marketing features.
- Outline features for jobs and resources.
- Explain service management features.
- Outline manufacturing features.
- Outline features of the warehouse management system.
- Review features for human resource management.
- Examine the business notification solution.
- Outline Commerce Gateway.
Before attending this course, students must have:
- Knowledge in using a PC and be able to navigate using Windows