Application Setup in Microsoft Dynamics NAV 2015

Learn how to Setup the latest Dynamics NAV from Scratch
4.2 (8 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.
47 students enrolled
$20
Take This Course
  • Lectures 51
  • Contents Video: 3 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works

Discover

Find online courses made by experts from around the world.

Learn

Take your courses with you and learn anywhere, anytime.

Master

Learn and practice real-world skills and achieve your goals.

About This Course

Published 10/2015 English

Course 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!

What are the requirements?

  • General knowledge of Microsoft Windows

What am I going to get from this course?

  • 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

What 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.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Microsoft Dynamics NAV 2015 Job Opportunities
01:51

Job oppopportunities in Microsoft Dynamics NAV 2015

Section 2: Set Up a Company Using RapidStart Services
05:17

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

05:12

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

01:38

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

02:40

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

03:10

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

04:36

Learn how to configure Questionnaire in Microsoft Dynamics NAV 2015

02:10

Learn how to configure Template in Microsoft Dynamics NAV 2015

02:06

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

04:00

Learn how to setup Sales taxes to enable succesful Data Migration

05:16

Learn how to configure payment term and other setup tables

07:55

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

06:01

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

02:11

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

06:10

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

08:21

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

01:25

How to create New Accounting Period in Microsoft Dynamics NAV 2015

05:22

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

06:08

Continue transfering the open customer balances

03:28

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

01:02

Continue transfer the open vendor balances

Session 2 Quiz
2 questions
Section 3: Manage User Rights and Profiles
04:59

Create a new user in Microsoft Dynamics NAV 2015

05:13

How to cretae permission set for user

00:44

How to use User Setup in Microsoft Dynamics NAV 2015

02:28

Learn how to configure User Personalization in Microsoft Dynamics NAV 2015

Session 3 Quiz
2 questions
Section 4: Set Up Number Series
05:19

How to setup a number series in Microsoft Dynamics NAV 2015

01:33

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

Number series Setup pages
01:36
Session 4 Quiz
3 questions
Section 5: Set Up Trail Codes
02:13

How to setup source code and reason code

2 questions

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

Section 6: Set Up General Journal Templates and Batches
03:42

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

Session 6 Quiz
1 question
Section 7: Set Up Posting Groups
02:55

How to setup a posting groups in Microsoft Dynamics NAV 2015

05:04

how to setup Bank account card in Microsoft Dynamics NAV 2015

01:35

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

02:16

How to successfully setup sales Tax in Microsoft Dynamics NAV 2015

02:13

How to configure Tax Juridiction in Microsoft Dynamics NAV 2015

03:24

How to setup Sales Tax details in Microsoft Dynamics NAV 2015

03:47

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

02:10

Verification of the posting groups and sales tax

01:03

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

02:52

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

02:27

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

Session 7 Quiz
3 questions
Section 8: Set Up Dimensions
04:22

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

01:57

Create Global and shortcut dimension in Microsoft Dynamics NAV 2015

02:08

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

01:11

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

01:42

Learn how to include dimensions in the sales invoice document

Session 8 Quiz
1 question
Section 9: Set Up and Manage Document Approvals
04:31

Learn how to setup Approval systems in Microsoft Dynamics NAV 2015

01:42

Continue setting up approval setup in Microsoft Dynamics NAV 2015

03:00

Design an approval mail template in Microsoft Dynamics NAV 2015

00:43

Approval Entries in Microsoft Dynamics NAV 2015

Session 9 Quiz
2 questions
Section 10: Conclusion
Ending Note
00:25
Section 11: Quiz
Practical Application Questions
8 questions

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Opeyemi Olorunfemi, 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

Ready to start learning?
Take This Course