Code: 80949
Category: Dynamics NAV
Course duration: 1 days


This course examines the basic concepts of Microsoft Dynamics NAV, how to personalize the user interface and how to navigate in Microsoft Dynamics NAV 2017. It also covers typical user tasks in common application areas, such as Finance, Inventory, Purchases, and Sales.


Module 1: Microsoft Dynamics NAV 2017 as an ERP System.

Module Overview.

Lesson 1: What Makes Microsoft Dynamics NAV an ERP System?

Lesson 2: In Office 365 Experience

Lesson 3: Embedded Power BI

Module Review

Module 1 Key Take Away

Test Your Knowledge Module 1

Module 2: Multiple Client Support 

Module Overview.

Lesson 1: Multiple Client Support

Lesson 2: The Windows Client

Lesson 3: The Web Client

Lesson 4: The Tablet Client and Phone Client

Lesson 5: The Outlook Client

Module Review.

Module 2 Key Take Away

Test Your Knowledge Module 2.

Module 3: Browse Application Areas

Module Overview.

Lesson 1: Finance

Lesson 2: Business Intelligence

Lesson 3: Marketing

Lesson 4: Sales

Lesson 5: Design and Engineering

Lesson 6: Operations Planning

Lesson 7: Purchasing

Lesson 8: Shipping and Receiving

Lesson 9: Warehouse Activities

Lesson 10: Production

Lesson 11: Service

Lesson 12: Resource Planning

Lesson 13: Project Management

Lesson 14: Human Resources

Module Review.

Module 3 Key Take Away.

Test Your Knowledge Module 3.

Module 4: User Interface

Module Overview.

Lesson 1: The Windows Client and Web Client Interface

Lesson 2: Searching for Pages and Reports

Lesson 3: The Application Menu

Lesson 4: My Settings

Lesson 5: The Ribbon

Lesson 6: The Navigation Pane

Lesson 7: The Status Bar

Lesson 8: Pages

Lesson 9: The Role Center

Module Review.

Module 4 Key Take Away.

Module Practice.

Practice: Set the Work Date.

Test Your Knowledge Module 4.

Module 5: User Personalization.

Module Overview..

Lesson 1: Personalization and Configuration.

Lesson 2: Personalizing the Windows Client and the Web Client 

Lesson 3: Customize the Ribbon. 

Lesson 4: Customize the Navigation Pane. 

Lesson 5: Customize This Page. 

Lesson 6: Customize a FastTab. 

Lesson 7: Customize a FactBox. 

Lesson 8: Customize a Chart

Lesson 9: Customize Parts on the Role Center Page.

Lesson 10: Cues.

Lesson 11: Setup Cues for the Company.

Lesson 12: Change the Profile and Role Center

Module Review.

Module 5 Key Take Away.

Module Practice.

Practice A: Add a List Place to the Navigation Pane.

Practice B: Set Up Cues in Your Role Center

Practice C: Assign a Role Center

Test Your Knowledge Module 5.

Module 6: Basic Functionalities.

Module Overview.

Lesson 1: Enter and Edit Information.

Lesson 2: About this page/report

Lesson 3: Making Notes and Comments.

Lesson 4: Send to Word and Excel

Lesson 5: Print Reports and Documents.

Lesson 6: Sort Information.

Lesson 7: Search Information.

Lesson 8: Search Information - Filter Criteria.

Lesson 9: Navigate.

Module Review.

Module 6 Key Take Away. 

Module Practice.

Practice A: Limit Totals.

Practice B: Use Filter Criteria.

Test Your Knowledge Module 6.

Module 7: Master Data for the Sales and Purchase Process.

Module Overview.

Lesson 1: G/L Account Cards

Lesson 2 : Chart of Accounts Page

Lesson 3: Customer Cards

Lesson 4: Vendor Cards

Lesson 5: Item Cards

Lesson 6: Item Attributes

Module Review.

Module 7 Key Take Away.

Module Practice.

Practice A: Create a Customer

Practice B: Create a New Office Furniture Vendor

Practice C: Create a New Office Furniture Item.

Test Your Knowledge Module 7.

Module 8: Process Sales and Purchases.

Module Overview.

Lesson 1: Process Flows.

Lesson 2: From Purchase Order to Purchase Invoice.

Lesson 3: Create Purchase Invoices.

Lesson 4: From Sales Quote to Sales Invoice.

Lesson 5: Send Invoices to Customers.

Module Review.

Module 8 Key Take Away.

Module Practice.

Practice A: Purchase Furniture from the New Vendor

Practice B: Record an Automobile Maintenance Expense

Practice C: Sell Wooden Doors to an Existing Customer

Test Your Knowledge Module 1.

Module 9: Technology Overview.

Module Overview.

Lesson 1: Microsoft Dynamics NAV  Development Environment

Lesson 2: Web Services Support

Lesson 3: Multilanguage Functionality

Module Review.

Module 9 Key Take Away.

Test Your Knowledge Module 9.

Test Your Knowledge Answers.

Course Review.

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