What's New in Microsoft Dynamics NAV 5.0 - Application, Part I

Code: 8713
Course duration: 2 days
Price:

8713: What's New in Microsoft Dynamics NAV 5.0 - Application, Part I (2 Days)

About this Course

To successfully participate in this course, participants should be familiar with past versions of Microsoft Dynamics NAV, specifically with NAV 4.0, so that they can better understand the significance of the new features. The material is not suitable for new consultants, who should attend one of Global Training's core Microsoft Dynamics NAV courses. More information about core course material can be found on PartnerSource and CustomerSource.

Course Outline

Module 1: Online Map Integration

Lessons

  • Set Up Online Map Integration
  • Demonstration - Set Up Online Map Integration
  • Look up a Customer
  • Demonstration - Look up a Customer
  • Print a Routing Plan to a Customer Site
  • Demonstration - Printing a Routing Plan, Customer sites
  • Navigate in Online Map
  • Define forms available for Online Map functionality

After completing this chapter, students will be able to:

  • Set up Online Map Integration.
  • Use Online Map to look up a customer or business partner.
  • Print a routing plan to a customer or business partner.
  • Navigate in the Online Map program and set up alternative ways to display information.
  • Define forms available for using Online Map.

Module 2: Export to Word and Excel

Lessons

  • Integration to Word
  • Demonstration - Exporting Data to Word
  • Integration to Excel
  • Demonstration - Integration to Excel
  • Integration to Other Microsoft Products
  • Integration to PowerPoint
  • Demonstration - Exporting Data to PowerPoint
  • Adding Style Sheets
  • Demonstration - Technical Part of Style Sheets
  • Managing New Style Sheets
  • Demonstration - Import a Style Sheet
  • Demonstration - Export a Style Sheet
  • Demonstration - Delete a Style Sheet

Lab : Using the Export to Word and Excel Feature

After completing this chapter, students will be able to:

  • Integration to Microsoft Word.
  • Integration to Microsoft Excel.
  • Integrate to other Microsoft products.
  • Create and Use Style Sheets.
  • Import and Export style sheets.

Module 3: Outlook Synchronization

Lessons

  • Comparison with Outlook Integration
  • Synchronization Entity
  • Levels of Synchronization
  • Demonstration - Setting Up Level 1 Synchronization
  • Demonstration - Setting Up Level 2 Synchronization
  • Demonstration - Defining Table Relations
  • Demonstration - Mapping Fields to Outlook Properties
  • Working with Change Log Entries Using C/AL
  • Entity Mapping
  • Outlook Synchronization User Roles
  • Demonstration - Defining Users' Synchronization Credentials
  • Demonstration - Assigning Synchronization Entities to Users
  • Administration Scenarios
  • Demonstration - Set Up a New Synchronization Entity
  • Demonstration - Configure the New Synchronization Entity for the Salesperson
  • Demonstration - Configure Dependencies
  • Demonstration - Custom Synchronization Setup
  • Demonstration - Customize Synchronization Entities
  • Using Outlook Synchronization
  • Microsoft Dynamics NAV Synchronization Add-In
  • Installing Microsoft Dynamics NAV Synchronization Add-in
  • Setting Up the Synchronization Add-in
  • Troubleshooting
  • Synchronization Progress Window
  • Demonstration - Synchronizing Automatically
  • Demonstration - Synchronizing Manually
  • Demonstration - Resolving Synchronization Conflicts
  • Points to Remember

After completing this chapter, students will be able to:

  • Define basic synchronization concepts.
  • Set up synchronization levels.
  • Set up the synchronization user.
  • Set up entity mappings.
  • Run typical administration scenarios.
  • Install and set up the Microsoft Dynamics NAV Synchronization add-in.
  • Set up troubleshooting.
  • View the synchronization progress.

Module 4: Record Links

Lessons

  • Bridge to the Document Management System
  • Create Links to Related Documents or Web Sites
  • Demonstration - Create Links to Related Documents
  • Demonstration - Create Links to Web Sites
  • Demonstration - Delete a Document Link
  • Moving Links between Documents
  • Best Practices for Administrating Record Links

Lab : Create a Document Link

After completing this chapter, students will be able to:

  • Use Microsoft Dynamics NAV as the bridge to the company document management system.
  • Create a links from a Microsoft Dynamics NAV form to a related document.
  • Create a link from Microsoft Dynamics NAV to a web site.
  • Open a linked document from Microsoft Dynamics NAV.
  • Delete a link.
  • Move a link from one form to another in Microsoft Dynamics NAV.
  • Discuss the best practices for the administration of record links.

Module 5: Document Approval - Setup Guide

Lessons

  • Approval Templates
  • Set Up Approval Users in a Hierarchy
  • Testing Approval User Setup
  • Set Up the Notification System
  • Send Overdue Notifications
  • Delegating to Substitute Approvers

Lab : Set up Document Approval

After completing this chapter, students will be able to:

  • Set up the general features for the approval system.
  • Set up the document templates to include in document approval.
  • Set up approval users and approval amount limits in a hierarchy.
  • Test the approval setup.
  • Set up the notification system for document approvals.
  • Send out overdue notifications.
  • Define how to delegate approvals to a substitute person and Export style sheets.

Module 6: Document Approval - User Guide

Lessons

  • Submitting a Document for Approval
  • Demonstration - Submitting a Document for Approval (Purchase)
  • Getting an E-mail Notification
  • Approving a Document (Purchase)
  • Demonstration - Approving a Document (Purchase)
  • Demonstration - Rejecting a Document (Purchase)
  • Amount limits
  • Demonstration - Amount Requires an Additional Approver (Sales)
  • Alternative Approval flow
  • Demonstration - Alternative Approval Flow (Sales)
  • Demonstration - Re-opening a document (Sales)
  • Passing a Document on to a Substitute Approver
  • Checking for Overdue Approvals

Lab : Submitting a Purchase order for Approval

After completing this chapter, students will be able to:

  • Submit a document for approval.
  • Get an e-mail notification.
  • Approve a document.
  • Check pending documents and document approval status.
  • Reject a document.
  • Use amount limits.
  • Create documents that need additional approval because of amount limits.
  • Use the alternative approval flow through the sales person code/purchaser code.
  • Re-open a document after approval.
  • Pass a document on to a substitute approver.
  • Check for overdue approvals.

Module 7: Prepayments

Lessons

  • Setting up Prepayments
  • Using Prepayments

Lab : Create and Invoice a Prepayment Sales Order

After completing this chapter, students will be able to:

  • Set up prepayments in the General Ledger.
  • Create an order requiring prepayment.
  • Create a prepayment invoice.
  • Review the corrections that can be made to prepayments.

Module 8: General Ledger

Lessons

  • Address Fields
  • Account Schedule Improvements
  • Intercompany Purchase Invoice Cost Distribution
  • Improvements to Financial Voids

Lab : Distribute Purchase Invoice Costs to Partner Companies

After completing this chapter, students will be able to:

  • Describe the extended length for address fields.
  • Create Account Schedules using new fields and filters.
  • Distribute expenses from a parent company to multiple subsidiaries through a purchase order.
  • Demonstrate improvements to the Financial Void functionality for checks.

Module 9: Service Posting

Lessons

  • Organize Service Posting
  • Handle Service Orders
  • Post Shipment from a Service Order
  • Demonstration - Post Shipment from a Service Order
  • Undo a Posted Shipment
  • Demonstration - Undo a Posted Shipment
  • Post Consumption from a Service Order
  • Demonstration - Post Consumption from a Service Order
  • Undo a Posted Service Consumption
  • Demonstration - Undo a Posted Service Consumption
  • Post an Invoice from a Service Order
  • Demonstration - Post an Invoice from a Service Order
  • Create a Combined Invoice for Several Shipments
  • Demonstration - Create a Combined Invoice for Several Shipments
  • Handle Service Invoices and Credit Memos
  • Adjust Service Prices in a Service Order

After completing this chapter, students will be able to:

  • Organize service posting.
  • Handle service orders.
  • Post shipment from a service order.
  • Undo a posted shipment.
  • Post consumption from a service order.
  • Undo a posted service consumption.
  • Post an invoice from a service order.
  • Create a combined invoice for several shipments.
  • Handle service invoices and credit memos.
  • Adjust service prices in a service order.

Module 10: Standard Service Codes

Lessons

  • Set Up Standard Service Codes
  • Assign Standard Service Codes to Service Item Groups
  • Use the Get Std. Service Codes Function

After completing this chapter, students will be able to:

  • Set up standard service codes.
  • Assign standard service codes to service item groups.
  • Use the Get Std. Service Codes function.

Module 11: Additional Information About Service

Lessons

  • Use the Information Pane in Service Documents
  • View Statistics for the Service Documents
  • View Dimensions for the Service Documents

After completing this chapter, students will be able to:

  • Use the information pane in service documents.
  • View statistics for service documents.
  • View dimensions for service documents.

Module 12: Appendix: Test Your Knowledge Answers for Prepayments

Module 13: Appendix: Test Your Knowledge Answers for Service Posting

Module 14: Appendix: Test Your Knowledge Answers for Service Posting

Module 15: Appendix: Installing Microsoft Dynamics NAV 5.0 C/SIDE Client

Lessons

  • Installing Microsoft Dynamics NAV 5.0 C/SIDE Client
  • Confirming the installation
  • Connecting to the SQL Server 2005 Database
  • Test Your Knowledge - Installing the C/SIDE Client

After completing this chapter, students will be able to:

  • Install Microsoft Dynamics NAV 5.0 C/SIDE Client.
  • Confirm the installation.
  • Connect to the SQL Server 2005 Database.

Module 16: Appendix: C/SIDE Client Enhancements

Lessons

  • Record Links
  • New C/AL Functions
  • Block Indent Code
  • Temporary Tables on Forms
  • SMTP
  • Key Groups

After completing this chapter, students should have a better understanding of the C/SIDE client enhancements.

Additional Reading

  • Any existing core training material that covers the included topics
  • Any released white papers that cover the included features

To successfully participate in this course, participants should be familiar with past versions of Microsoft Dynamics NAV, specifically with NAV 4.0, so that they can better understand the significance of the new features. The material is not suitable for new consultants, who should attend one of Global Training's core Microsoft Dynamics NAV courses. More information about core course material can be found on PartnerSource and CustomerSource.

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2020-11-02 09:00 to 2020-11-06 17:00
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Greenwich, Connecticut (Virtual Instructor-Led)
2020-08-06 09:00 to 2020-08-07 17:00
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