Application Setup in Microsoft Dynamics NAV 2015

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The Application Setup NAV 2015 training enlightens the candidate on the fundamental concepts of Enterprise Resource Planning (ERP), and also teaches them how to configure and setup the Application right from the beginning to the very end. This training also explains the dependencies between RapidStart Services and manual setup work, describe the different components and processes of RapidStart Services, demonstrate all tasks in a RapidStart Services process, etc.

The offered training allows the candidate to create a configuration worksheet, configuration package, configuration questionnaire and configuration template. The candidate will also learn how to create, assign, and work with user profiles and initialize a new company with a configuration package.

After the completion of the training, the learner will be able to perform the following tasks:

  • Migrate customer data
  • Set up a new user
  • Transfer opening balances
  • Perform user-specific setup
  • Explain the concepts of permission sets and permissions
  • Create a new permission set, and assign permissions to it
  • Explain the purpose of the company-wide number series
  • Set up number series
  • Create number series relations
Target audience
  • Individuals who wish to use core setup and finance features in Microsoft Dynamics NAV 2015, which includes sales consultants and implementation consultants.
  • Microsoft Dynamics NAV 2015 users who are in finance, sales, manufacturing and other industries.
  • Anyone who wants to learn how to implement NAV for companies.
  • IT Professionals who want to be able to Implement Microsoft Dynamics NAV.
Prerequisites

Only a general knowledge of Microsoft Windows is considered as a sufficient prerequisite for this training.

1. Set Up a Company Using RapidStart Services

  • Implementation Design
  • Demo company overview
  • Create a New Company
  • Worksheet design I
  • Worksheet Design II
  • Questionnaire Configuration
  • Configuration Template
  • Setups required before Data Migration
  • Sales tax
  • Payment term and other tables setup
  • Customer Data Migration
  • Vendor Data Migration
  • Item Data Migration
  • Chart of Account Migration
  • Chart of Account Open Balances
  • Create an Accounting period
  • Open customer balances
  • Open customer balances II
  • Open Vendor Balances
  • Open Vendor Balances II

2. Manage User Rights and Profiles

  • Create a new User
  • Create a permission set
  • User Setup
  • User Personalization

3. Set Up Number Series

  • Number Series Setup
  • Create a number series
  • Number series Setup pages

4. Set Up Trail Codes

  • Source code and Reason code setup

5. Set Up General Journal Templates and Batches

  • General Journal template setup

6. Set Up Posting Groups

  • Posting Groups setup
  • Bank Account setup
  • Bank Account posting
  • Sales Tax
  • Tax Jurisdiction
  • Tax details
  • Tax Area
  • Posting Group and sales tax verification
  • Tax Posting setup
  • Create a sales invoice for verification
  • Create a purchase invoice for verification

7. Set Up Dimensions

  • Dimension
  • Global and Shortcut Dimensions
  • Single/multiple Dimensions
  • G/L Account dimensions
  • Create a sales invoice with dimensions

8. Set Up and Manage Document Approvals

  • Approval Setup
  • Approval System setup
  • Design an Approval template
  • Approval Entries

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