Course OutlineModule 1: IntroductionLessons - Structure of the Application Setup in Microsoft Dynamics NAV 5.0 training course
Module 2: Set up a Company with the RIM ToolkitLessons - Manual Setup versus RIM
- Overview of the Rim Toolkit
- Using the RIM Toolkit
- Demonstration – Create a Setup Questionnaire
- Demonstration - Initialize a New Company Based on the Setup Questionnaire
- Demonstration - Use Data Templates
- Demonstration - Migrate Data
Lab : Import and Apply a Setup QuestionnaireLab : Create a New Contact Data TemplateLab : Create and Export the Vendor Data Migration FileAfter completing this chapter, students will be able to: Explain the dependencies between RIM and manual setup work. Introduce the different components and processes of the RIM toolkit. Explain and demonstrate all tasks in a RIM process. Create a setup questionnaire. Initialize a new company with a setup questionnaire. Create data templates. Migrate data.
Module 3: Set up Number SeriesLessons Lab : Create a Number SeriesAfter completing this chapter, students will be able to: Module 4: Set up Journal Templates and BatchesLessons - Overview
- Create Journal Templates and Batches
Lab : Create a Number SeriesAfter 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 5: Set up Posting GroupsLessons - Specific Posting Groups
- General Posting Groups
- General Posting Setup
- VAT Posting Groups
- VAT Posting Setup
- Additional VAT Posting Setup
- Determine Posting Groups
- Demonstration - Post and Review a Sales Transaction
Lab : Create a Product Posting GroupLab : Copy a General Posting Setup LineLab : Create a VAT Posting GroupAfter completing this chapter, students will be able to: Explain and set up specific posting groups. Explain and set up general posting groups. Create a general posting setup. Create an inventory posting setup. Explain and set up VAT posting groups. Create a VAT posting setup. Review additional VAT posting setup. Review posting setups based on the chart of accounts. Demonstrate how posting groups direct a sales transaction.
Module 6: Set up DimensionsLessons - Dimensions and Dimension Values
- Dimension Types
- Dimension Combinations
- Default Dimensions
- Default Dimension Priority
- Demonstration - Work with Default Dimension Priorities
Lab : Set up a Dimension CombinationLab : Assign Default Dimensions to a Single AccountLab : Assign Default Dimensions to Multiple AccountsAfter completing this chapter, students will be able to: Explain and set up dimensions and dimension values. Explain the different dimensions types: Global, Shortcut, and Budget. Explain and demonstrate how dimension combinations are set up. Explain and demonstrate the three levels of default dimensions, including single, multiple, and account type. Explain the purpose of default dimension priorities. Demonstrate the use of default dimension priorities in general journals.
Module 7: Manage User RightsLessons - Authentication
- Logins, Roles, and Permissions
- Demonstration - Assign the SUPER Role to a Super user
- Demonstration - Create a New Role
- Demonstration - Apply Security Filters in the SQL Server Option
- User-specific Setup
- Active Directory Security
Module 8: Customize the Navigation PaneLessons - Overview
- Design a Navigation Pane
- Demonstration - Create a New MenuSuite
- Export a MenuSuite
- Upgrade Considerations
Module 9: Approve DocumentsLessons - Set up Document Approvals
- Demonstration - Set Up Approval Users in a Hierarchy
- Set up the Notification System
- Send Overdue Notifications
- Delegating Substitute Approvers
Lab : Set Up Document ApprovalsAfter completing this chapter, students will be able to: Set up the general features of the document approval system. Set up approval templates. Set up approval users in a hierarchy. Set up the notification system for approvals. Manage overdue notifications. Maintain substitute approvers.
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