Application Setup in Microsoft Dynamics NAV 2015
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Application Setup in Microsoft Dynamics NAV 2015

Learn how to Setup the latest Dynamics NAV from Scratch
4.1 (10 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
82 students enrolled
Created by Donah Learning
Last updated 10/2015
English
Current price: $10 Original price: $20 Discount: 50% off
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Includes:
  • 3 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Set Up a New Customer Companies Using RapidStart Services
  • Mass deployment
  • Configure a subsidiary
  • Manage User Rights and Profiles
  • Set Up Number Series
  • Set Up Trail Codes
  • Set Up General Journal Templates and Batches
  • Set Up Posting Groups
  • Set Up Dimensions
  • Set Up and Manage Document Approvals
  • Design and implement Dynamics NAV 2015
  • Work as Dynamics NAV 2015 consultant and Implementer
View Curriculum
Requirements
  • General knowledge of Microsoft Windows
Description

The Microsoft Dynamics NAV 2015 Application Setup training examines the basic concepts of Enterprise Resource Planning (ERP), how to Configure and setup the Application from the beginning to the end

  • » Explain the dependencies between RapidStart Services and manual setup work.
  • » Describe the different components and processes of RapidStart Services.
  • » Explain and demonstrate all tasks in a RapidStart Services process.
  • » Create a configuration worksheet.
  • » Create a configuration package.
  • » Create a configuration questionnaire.
  • » Create a configuration template.
  • » Initialize a new company with a configuration package.
  • » Migrate customer data.
  • » Transfer opening balances
  • » Set up a new user.
  • » Explain the concepts of permission sets and permissions.
  • » Create a new permission set, and assign permissions to it.
  • » Perform user-specific setup.
  • » Create, assign, and work with user profiles.
  • » Explain the purpose of company-wide number series.
  • » Set up number series.
  • » Create number series relations.
  • » Explain and set up trail codes, source codes, and reason codes.
  • » Explain the purpose and organization of journal templates and journal batches.
  • » Create general journal templates and general journal batches.
  • » 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.
  • » Describe posting setups based on the chart of accounts.
  • » Demonstrate how posting groups direct a sales transaction.
  • » Explain and set up dimensions and dimension values.
  • » Explain and set up global and shortcut dimensions.
  • » Explain and show how single and multiple default dimensions are set up.
  • » Explain and show how default dimension priorities are set up.
  • » Show how to use dimension and dimension values in journals and documents under different dimension setup scenarios.
  • » Set up the general features of the document approval system.
  • » Set up approval templates.
  • » Set up user logons for use with document approvals.
  • » Set up approval users in a hierarchy.
  • » Set up the notification system for approvals.
  • » Send an approval request.
  • » Approve a sales or purchase document.
  • » Maintain substitute approvers.

    The training is designed for individuals who plan to use core setup and finance features in Microsoft Dynamics NAV 2015. They typically are sales consultants, implementation consultants, and Microsoft Dynamics NAV 2015 users who are in the finance, Sales, Manufacturing and other industries. Candidates should have a basic knowledge of how to use computer, the course does not expect the user to have basic knowledge of how to configure NAV, it simulate a company from the start of the implementation stage to the end of the implementation stage

Demand for Dynamics NAV Implementer who know how to configure Dynamics NAV is at an all time high, with rates around $50 - $100 an hour and UK rates around £40- £100 an hour.

So start your journey to becoming an NAV expert!

Who is the target audience?
  • This course is for anyone who want to know how to implement NAV for companies
  • IT Professionals who want to be able to Implement Microsoft Dynamics NAV.
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Curriculum For This Course
Expand All 51 Lectures Collapse All 51 Lectures 02:45:13
+
Microsoft Dynamics NAV 2015 Job Opportunities
1 Lecture 01:51

Job oppopportunities in Microsoft Dynamics NAV 2015

Preview 01:51
+
Set Up a Company Using RapidStart Services
20 Lectures 01:24:08

Company problem Design analysis to determine the requirement needed to setup the Application

Preview 05:17

Learn the quick overview of Dynamics NAV 2015 in the Cronus Canada Demo Company

Preview 05:12

Learn how to create a new company from scratch in Microsoft Dynamics NAV 2015

Create a New Company
01:38

Learn how to design configuration worksheet tables from scratch into group and area in Microsoft Dynamics NAV 2015

Worksheet design I
02:40

Continue to learn how to design configuration worksheet tables from scratch into group and area in Microsoft Dynamics NAV 2015

Worksheet Design II
03:10

Learn how to configure Questionnaire in Microsoft Dynamics NAV 2015

Questionaire Configuration
04:36

Learn how to configure Template in Microsoft Dynamics NAV 2015

Configuration Template
02:10

The require setup needed to have been setup before data migration such as the payment method, general posting setup e.t.c

Setups required before Data Migration
02:06

Learn how to setup Sales taxes to enable succesful Data Migration

Sales tax
04:00

Learn how to configure payment term and other setup tables

Payment term and other tables setup
05:16

Learn how to migrate customer data from excel spreadsheet using RapidStart in Microsoft Dynamics NAV 2015

Customer Data Migration
07:55

How to migrate vendor Data from Excel spreadsheet using RapidStart tool in Microsoft Dynamics NAV 2015

Vendor Data Migration
06:01

How to Migrate Items data using RapidStart tool in Microsoft Dynamics NAV 2015

Item Data Migration
02:11

How to successfully migrate Chart of Account in Microsoft Dynamics NAV 2015

Chart of Account Migration
06:10

How to successfully Migrate Open Chart of Account Balances using General Journal in Microsoft Dynamics NAV 2015

Chart of Account Open Balances
08:21

How to create New Accounting Period in Microsoft Dynamics NAV 2015

Create an Accounting period
01:25

How to succesfully transfer open customer balances using general Journal in Microsoft Dynamics NAV 2015

Open customer balances
05:22

Continue transfering the open customer balances

Open customer balances II
06:08

How to succesfully transfer the open Vendor balances in Microsoft Dynamics NAV 2015

Open Vendor Balances
03:28

Continue transfer the open vendor balances

Open Vendor Balances II
01:02

Session 2 Quiz
2 questions
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Manage User Rights and Profiles
4 Lectures 13:24

Create a new user in Microsoft Dynamics NAV 2015

Create a new User
04:59

How to cretae permission set for user

Create a permission set
05:13

How to use User Setup in Microsoft Dynamics NAV 2015

User Setup
00:44

Learn how to configure User Personalization in Microsoft Dynamics NAV 2015

User Personalization
02:28

Session 3 Quiz
2 questions
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Set Up Number Series
3 Lectures 08:28

How to setup a number series in Microsoft Dynamics NAV 2015

Number Series Setup
05:19

how to create a new Number series in Microsoft Dynamics NAV 2015

Create a number series
01:33

Number series Setup pages
01:36

Session 4 Quiz
3 questions
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Set Up Trail Codes
1 Lecture 02:13

How to setup source code and reason code

Source code and Reason code setup
02:13

What is the basis of the audit trail in Microsoft Dynamics NAV 2015?

Session 5 Quiz
2 questions
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Set Up General Journal Templates and Batches
1 Lecture 03:42

How to setup General Journal template setup in Microsoft Dynamics NAV 2015

General Journal template setup
03:42

Session 6 Quiz
1 question
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Set Up Posting Groups
11 Lectures 29:46

How to setup a posting groups in Microsoft Dynamics NAV 2015

Posting Groups setup
02:55

how to setup Bank account card in Microsoft Dynamics NAV 2015

Bank Account setup
05:04

How to configure Bank Account posting linking in Microsoft Dynamics NAV 2015

Bank Account posting
01:35

How to successfully setup sales Tax in Microsoft Dynamics NAV 2015

Sales Tax
02:16

How to configure Tax Juridiction in Microsoft Dynamics NAV 2015

Tax Jurisdiction
02:13

How to setup Sales Tax details in Microsoft Dynamics NAV 2015

Tax details
03:24

How to setup a succesful Tax Area in Microsoft Dynamics NAV 2015

Tax Area
03:47

Verification of the posting groups and sales tax

Posting Group and sales tax verification
02:10

How to setup Tax Posting for Sales Tax in Microsoft Dynamics NAV 2015

Tax Posting setup
01:03

Create a sales invoice for verification and validation in Microsoft Dynamics NAV 2015

Create a sales invoice for verification
02:52

Create a purchase invoice for verification and validation Microsoft Dynamics NAV 2015

Create a purchases invoice for verification
02:27

Session 7 Quiz
3 questions
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Set Up Dimensions
5 Lectures 11:20

Learn how to create Dimension and Dimension values in Microsoft Dynamics NAV 2015

Dimension
04:22

Create Global and shortcut dimension in Microsoft Dynamics NAV 2015

Global and Shortcut Dimensions
01:57

learn how to assign single and multiple dimensions to customers in Microsoft Dynamics NAV 2015

Single/multiple Dimensions
02:08

Learn how to assign dimension to the chart of account Microsoft Dynamics NAV 2015

G/L Account dimensions
01:11

Learn how to include dimensions in the sales invoice document

Create a sales invoice with dimensions
01:42

Session 8 Quiz
1 question
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Set Up and Manage Document Approvals
4 Lectures 09:56

Learn how to setup Approval systems in Microsoft Dynamics NAV 2015

Approval Setup
04:31

Continue setting up approval setup in Microsoft Dynamics NAV 2015

Approval System setup
01:42

Design an approval mail template in Microsoft Dynamics NAV 2015

Design an Approval template
03:00

Approval Entries in Microsoft Dynamics NAV 2015

Approval Entries
00:43

Session 9 Quiz
2 questions
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Conclusion
1 Lecture 00:25
Ending Note
00:25
1 More Section
About the Instructor
Donah Learning
4.0 Average rating
14 Reviews
100 Students
2 Courses
Product Developer, IT Project Manager

I am a Microsoft certified professional in Dynamics NAV, I have a very good knowledge and practical experience of implementing Microsoft dynamics NAV 2015. I have implemented Dynamics NAV for industries, from the scratch to go-live stage. I have trained companies on how to use NAV. I worked as an IT project manager and Product Developer. I have programming skills in C/AL, C#.net, PHP,JAVA, and HTML