Microsoft - Dynamics NAV 2013 Introduction

Lehrplan

Module 1: Microsoft Dynamics NAV 2013 as an ERP System

This module provides you with a general understanding of the concept of ERP.

• ERP System

After completing this module, you'll be able to explain and describe:

• The concept of ERP and Microsoft Dynamics NAV 2013.
• The most important features of ERP and Microsoft Dynamics NAV 2013.

Module 2: User Interface

This module explains elements of the User Interface in Microsoft Dynamics NAV 2013.

• Back and Forward Button, Address Bar, Search
• The Ribbon
• The Navigation Pane
• The Status Bar
• Pages
• The Role Center

Assign a Role Center

• Assigning a Role Center

After completing this module, you'll be able to explain:

• Back and Forward button, the address bar, and search
• Concept of the ribbon
• Different components of the ribbon
• How to use the ribbon
• Navigation pane
• Information that is available on the status bar
• The list page
• The card page
• The Role Center

Module 3: User Personalization

This module explains how to configure Microsoft Dynamics NAV 2013 user interface.

• Personalising and Configuring
• Customising the Ribbon
• Customising the Navigation Pane
• Customising this Page
• Customising a FactBox
• Customising a FastTab
• Customising a Chart
• Customising Parts on the Role Center Page
• Changing the Profile and Role Center

Add a List Place to the Navigation Pane

• Adding a List Place to the Navigation Pane

Add a Chart to the Role Center

• Adding a Chart to the Role Center

After completing this module, you'll be able to:

• Explain how to configure Microsoft Dynamics NAV 2013 user interface (UI)
• Browse and customize the List Places
• Change the look of windows in the program

Module 4: Basic Functionalities

This module explains the general functions that are used in Microsoft Dynamics NAV 2013.

• Using Keyboard Shortcuts
• Entering and Edit Information
• Basic Functionalities
• Searching Information
• FactBoxes
• Posting a Document
• Navigation

Filter the Customer List and Export to Excel

• Filtering the Customer List and Export to Excel

After completing this module, you'll be able to:

• Use function keys and basic keyboard shortcuts
• Enter and edit information
• Use zoom, reports, sorting, search, filters, FactBoxes and navigation functions
• Integrate with other Microsoft Office products, such as OneNote, Word, and Excel
• Describe the posting process within Microsoft Dynamics NAV

Module 5: Master Data for Sales and Purchase Process

This module introduces the you to master data.

• G/L Account Cards
• Chart of Accounts Page
• Customer Cards
• Vendor Cards
• Item Cards

Create a New Office Furniture Vendor

• Creating a New Office Furniture Vendor

Create a New Office Furniture Item

• Creating a New Office Furniture Item

After completing this module, you'll be able to explain:

• How to use G/L account cards
• The purpose and functions of the Chart of Accounts page
• How to use customer cards
• How to use vendor cards
• How to use item cards

Module 6: Process Sales and Purchases

This module demonstrates the integration of different processes of Microsoft Dynamics NAV 2013 as an ERP system.

• Process Flows
• Purchase Order to Purchase Invoice
• Creating Purchase Invoices
• Sales Quote to Sales Invoice

Purchasing Furniture From the New Vendor

• Creating a Purchase Order
• Receiving and Invoicing the Furniture

Record an Automobile Maintenance Expense

• Recording an Automobile Maintenance Expense

Sell Wooden Doors to an Existing Customer

• Selling Wooden Doors to an Existing Customer

After completing this module, you'll be able to:

• Outline a complete sales process and how it connects to other application areas
• Outline a complete purchase process and how it connects to other application areas
• Create a purchase order
• Process the receipt and invoicing of goods
• Create and process a purchase invoice
• Create a sales quote, and convert it to a sales order
• Create, post, and review sales orders
• Process the shipment and invoicing of goods

Module 7: Technology Overview

This module provides an overview of the most important technology topics of Microsoft Dynamics NAV 2013.

• Web Services Support
• Multiple Client Support
• Microsoft Dynamics NAV 2013 Development Environment
• Multilanguage Functionality

After completing this module, you'll be able to:

• Explain the web services support in Microsoft Dynamics NAV 2013
• Describe the different client types
• Provide an overview of the Microsoft Dynamics NAV 2013 Development Environment
• Describe the multilanguage functionality

Module 8: Browse Application Areas

This module explains the different application areas in Microsoft Dynamics NAV 2013.

• Financial Management
• Financial Reporting and Analysis
• Marketing
• Trade
• Inventory Management
• Warehouse Management
• Manufacturing
• Jobs and Resources
• Service Management
• Human Resources

After completing this module, you'll be able to:

• Provide an overview of the most important financial management features
• Outline financial reporting and analysis
• Outline marketing features
• Provide an overview of the most important trade functions
• Provide an overview of inventory management features
• Outline features of the warehouse management system
• Outline manufacturing features
• Outline features for jobs and resources
• Explain service management features
• Review features for human resource management