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Application Setup in Microsoft Dynamics NAV 2013
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Application Setup in Microsoft Dynamics NAV 2013 (MOC80435)

This two-day 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.

The course is included in the following categories: Microsoft Official Course
Informační systémyMicrosoft DynamicsMicrosoft Dynamics NAV
Microsoft

Difficulty of the course: Beginner

Course duration: 2 days

Contents of the course:

  • Module 1: Set Up a Company by Using RapidStart Services
  • This module explains the RapidStart Services for the application setup.
  • Lessons
  • Manual Setup vs. RapidStart Services
  • Rapid Start Services Process Flow
  • Create and Export a Configuration Package
  • Configure a New Company by Using RapidStart Services
  • Data Migration by Using Rapid Start Services
  • Transfer Opening Balances by Using RapidStart Services
  • After completing this module, students will be able to:
  • Explain the dependencies between RapidStart Services and manual setup work.
  • Describe the different components and processes of RapidStart Services.
  • Explain and demonstrate all tasks in a RapidStart Services process.
  • Create a configuration worksheet.
  • Create a configuration package.
  • Create a configuration questionnaire.
  • Create a configuration template.
  • Initialize a new company with a configuration package.
  • Migrate customer data.
  • Transfer opening balances.
  • Module 2: Manage User Rights and Profiles
  • This module explains the different level of security in Microsoft Dynamics NAV 2013.
  • Lessons
  • Authentication
  • Set Up User Rights
  • Create a New Permission Set
  • Apply Security Filters
  • User-Specific Setup
  • User Profile Setup
  • Best Practices
  • Module 3: Set Up Number Series
  • This module explains the purpose of company-wide number series.
  • Lessons
  • Number Series
  • Module 4: Set Up Trail Codes
  • This module explains what trail codes are used for.
  • Lessons
  • Lessons 1 to 3: Source Code and Reason Codes
  • Navigate the Audit Trail
  • After completing this module, students will be able to:
  • Explain and set up trail codes, source codes, and reason codes.
  • Module 5: Set Up General Journals Templates and Batches
  • This module explains the purpose of journal templates and journal batches set up.
  • Lessons
  • Journal Templates, Batches, and Lines
  • Create Journal Templates and Batches
  • Lab : Create a Journal Batch
  • After completing this module, students will be able to:
  • Explain the purpose and organization of journal templates and journal batches.
  • Create general journal templates and general journal batches.
  • Module 6: Set Up Posting Groups
  • This module explains the purpose of posting groups.
  • Lessons
  • Specific Posting Groups
  • General Posting Groups
  • General Posting Setup
  • VAT Posting Groups
  • VAT Posting Setup
  • Best Practices
  • Post and Review a Sales Transaction
  • Module 7: Set Up Dimensions
  • This module explains the benefits and purposes in using dimensions.
  • Lessons
  • Dimensions and Dimension Values
  • Setting Up Dimensions in General Ledger Setup
  • Dimension Combinations
  • Lessons 4 to 5: Default Dimensions and Account Type Default Dimensions
  • Default Dimension Priority
  • Conflicting Default Dimensions
  • Module 8: Set Up and Manage Document Approvals
  • This module explains the basic Document Approval set up tasks.
  • Lessons
  • Set Up Document Approvals
  • Set Up the Notification System
  • Set Up a Sales Document Approvals System
  • Use the Document Approval System

Expected knowledge: Completed course 80439: Introduction in Microsoft Dynamics NAV 2013. Knowledge of basic accounting principles and ERP user roles.

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Course dates:

This course is no longer in our offer. For more information or if you are interested in contact us at skoleni@pcdir.cz or phone +420 543 533 610.


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