| About this Course |
This two-day instructor-led course examines the basic concepts of Enterprise Resource Planning (ERP), how to personalize the user interface and how to navigate in Microsoft Dynamics NAV 2013. This course also covers typical user tasks in common application areas, such as Finance, Inventory, Purchases, and Sales.
| Audience Profile |
This course is intended for a partner that sells and implements the Introduction module to customers. The typical partner has an ERP background and is strong in accounting principles.
| At Course Completion |
After completing this course, students will be able to:
- Explain the concept of ERP and Microsoft Dynamics NAV 2013.
- Describe the most important features of ERP and Microsoft Dynamics NAV 2013.
- Explain the Back and Forward button, the address bar, and search.
- Explain the concept of the ribbon.
- Explain the different components of the ribbon.
- Show how to use the ribbon.
- Explore the navigation pane.
- List the information that is available on the status bar.
- Explain how to use the list page.
- Explain how to use the card page.
- Explore the Role Center.
- Explain how to Customize Microsoft Dynamics NAV 2013 user interface (UI).
- Browse and customize the list places.
- Change the look of windows in the program.
- Use function keys and basic keyboard shortcuts.
- Enter and edit information.
- Obtain selected information from Microsoft Dynamics NAV2013, by using zoom, reports, sorting, search, filters, FactBoxes, and navigation functions.
- Integrate Microsoft Dynamics NAV with other Microsoft Office products, such as OneNote, Word, and Excel.
- Describe the posting process within Microsoft Dynamics NAV.
- Explain how to use G/L account cards.
- Outline the purpose and functions of the Chart of Accounts page.
- Explain how to use customer cards.
- Explain how to use vendor cards.
- Explain how to use item cards.
- 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.
- 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.
- 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.