Microsoft - Dynamics NAV 2013 Introduction

Learn how to navigate Microsoft Dynamics NAV 2013 - and how to personalise the user interface - in just two days. Get to know the basic concepts of Enterprise Resource Planning (ERP), and understand typical user tasks such as finance, inventory, purchases, and sales.

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

Microsoft Official Curriculum

• MOC 80439 - Introduction in Microsoft Dynamics NAV 2013

In order to attend this course, you must have a basic knowledge of Microsoft Windows and its functionality.

Seven reasons why you should sit your course with Firebrand Training

• Two options of training. Choose between residential classroom-based, or online courses
• You'll be certified fast. With us, you’ll be trained in record time
• Our course is all-inclusive. A one-off fee covers all course materials, exams**, accommodation* and meals*. No hidden extras.
• Pass the first time or train again for free. This is our guarantee. We’re confident you’ll pass your course the first time. But if not, come back within a year and only pay for accommodation, exams and incidental costs
• You’ll learn more. A day with a traditional training provider generally runs from 9 am – 5 pm, with a nice long break for lunch. With Firebrand Training you’ll get at least 12 hours/day of quality learning time, with your instructor
• You’ll learn faster. Chances are, you’ll have a different learning style to those around you. We combine visual, auditory and tactile styles to deliver the material in a way that ensures you will learn faster and more easily
• You’ll be studying with the best. We’ve been named in the Training Industry’s “Top 20 IT Training Companies of the Year” every year since 2010. As well as winning many more awards, we’ve trained and certified over 135,000 professionals

*For residential training only. Doesn't apply for online courses
**Some exceptions apply. Please refer to the Exam Track or speak with our experts

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