Course 80049: Application Setup in Microsoft Dynamics® NAV 2009

Audience(s):information workers
Technology:Microsoft Dynamics NAV
This Revision:A
Delivery method:
Instructor-led (classroom)
Length:1.50 days
Language(s):English, Danish, Dutch, French, German, Italian, Russian, Spanish

First published:

December 29, 2008
About this course This one-and-a-half-day course, Application Setup in Microsoft Dynamics® NAV 2009, 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. Audience profile This course is intended for Microsoft Dynamics NAV partners and administrators/super users who are responsible for implementing and maintaining application setup data in Microsoft Dynamics NAV installations. At course completion
After completing this course, students will be able to:
  • Initiate a new Microsoft Dynamics NAV company using the RIM toolkit.
  • Set up companywide number series.
  • Create general journal templates and batches.
  • Set up posting groups and recognize how posting groups direct posting transactions.
  • Set up the various aspects of dimensions.
  • Manage user rights (including logins and permissions) and set up RoleTailored profiles.
  • Set up the document approval system.

Course details
Course OutlineModule 1: Set Up a Company with the RIM ToolkitThis module provides individuals in charge of application setup, such as implementation consultants or customer staff, with the tools to set up a new company using the RIM toolkit, in addition to creating new records based on RIM data templates.Lessons
  • Manual Setup vs. RIM
  • RIM Toolkit Overview
  • Using the RIM Toolkit
  • Demonstration: Create a Setup Questionnaire
  • Demonstration: Initialize a New Company Based on the Setup Questionnaire
  • Use Data Templates
  • Migrate Data
Lab : Create a Setup QuestionnaireLab : Import and Apply a Setup QuestionnaireLab : Create a New Contact Data TemplateLab : Create and Export the Vendor Data Migration FileLab : Complete the Migration of Vendor Data
After completing this module, 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 customer data.

Module 2: Set Up Number Series
This module explains the purpose of number series and how to manually set them up, including how to define number series relationships to use multiple number series on a single number series.
  • Number Series
Lab : Create a Number Series
After completing this module, students will be able to:
  • Explain the purpose of companywide number series.
  • Set up number series.
  • Create number series relations.

Module 3: Set Up Journal Templates and BatchesThis module provides an overview of journal templates and journal batches to explain their purpose and composition. This module also explains how to set up a journal template and demonstrates how to create two journal batches based on one journal template.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 4: Set Up Posting GroupsIn this module, the three types of posting groups are described and set up, and then the functions of a posting group structure are demonstrated using a posted sales invoice.Lessons
  • Specific Posting Groups
  • General Posting Groups
  • General Posting Setup
  • VAT Posting Groups
  • VAT Posting Setup
  • Additional VAT Posting Setup
  • Procedure: Determine Posting Groups
  • Demonstration: Post and Review a Sales Transaction
Lab : Set Up an Inventory Posting GroupLab : Create a Product Posting GroupLab : Copy a General Posting Setup LineLab : Create a VAT Posting GroupLab : Copy a VAT Posting Setup
After completing this module, students will be able to:
  • Explain and set up specific 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 an additional VAT posting setup.
  • Review posting setups based on the chart of accounts.
  • Demonstrate how posting groups direct a sales transaction.

Module 5: Set Up Dimensions
In this module, all aspects of dimensions are defined and set up, including Dimension Values, Dimension Combinations, Default Dimensions, and Default Dimension Priority.
  • Dimensions and Dimensions Values
  • Dimension Types
  • Dimension Combinations
  • Default Dimensions
  • Default Dimension Priority
  • Demonstration: Work with Default Dimension Priorities
Lab : Set Up a Dimension with Dimension ValuesLab : Set Up a Dimension CombinationLab : Assign a Default Dimensions to a Single AccountLab : Assign Default Dimensions to Multiple AccountsLab : Assign Vendor Account Type Default Dimensions
After completing this module, 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 6: Manage User Rights and ProfilesThis module explains the concepts of logins, roles, and permissions, which are critical to managing user rights in Microsoft Dynamics NAV. The module demonstrates central administrator tasks and offers recommendations about how to most effectively secure data in the system with logins for both the RoleTailored client and Classic client. This module also explains how to set up and assign users to profiles for use in the RoleTailored client.Lessons
  • Authentication
  • Security Setup Overview
  • Security Sectup for RoleTailored Client
  • User Profile Setup for the RoleTaloired Client
  • Demonstration: Create a New Role
  • Demonstration: Apply SQL Server Security Filters
  • Security Setup for Classic Client
  • User-Specific Setup
  • Active Directory Security
Lab : Create a Windows Login and Assign RolesLab : Assign a Profile
After completing this module, students will be able to:
  • Explain how authentication works in Microsoft Dynamics NAV.
  • Manage security for RoleTailored client users.
  • Create, assign and work with user profiles for the RoleTailored client.
  • Create a new role and give permissions to it.
  • Apply security filters in Microsoft Dynamics NAV with Microsoft SQL Server.
  • Manage security for Classic client users.
  • Perform user-specific setup.
  • Use Active Directory with Microsoft Dynamics NAV.
Module 7: Set Up and Manage Document ApprovalsThis module is an introduction to process of setting up and managing the document approval system. It covers the general setup of approval users and documents to approve, including amount limits. Additionally, the module discusses how to customize the e-mail notification system related to the approval system.Lessons
  • Set Up Document Approvals
  • Demonstration: Set Up User Logins for 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 Approvals
After completing this module, students will be able to:
  • Set up the general features of the document approval system.
  • Set up approval templates.
  • Set up user logins for use with Document Approvals.
  • Set up approval users in a hierarchy.
  • Set up the notification system for approvals.
  • Manage overdue notifications.
  • Maintain substitute approvers.

Before attending this course, students must have:
  • Successful completion of Course 80043: Introduction to Microsoft Dynamics NAV 2009
  • Knowledge of basic accounting principles and ERP user roles

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