Module 1: MICROSOFT DYNAMICS NAV 2013 AS AN ERP SYSTEM

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1 Table of Contents Introduction Microsoft Dynamics Courseware Overview Student Objectives Module 1: MICROSOFT DYNAMICS NAV 2013 AS AN ERP SYSTEM Lesson 1: ERP System Lab: Open Microsoft Dynamics NAV Module Review and Takeaways Module 2: USER INTERFACE Lesson 1: Back and Forward Button, Address Bar, Search Lesson 2: The Ribbon Lesson 3: The Navigation Pane Lesson 4: The Status Bar Lesson 5: Pages Lesson 6: The Role Center Lab: Assign a Role Center Module Review and Takeaways Module 3: USER PERSONALIZATION Lesson 1: Personalization and Configuration Lesson 2: Customize the Ribbon Lesson 3: Customize the Navigation Pane Lab 3.1: Add a List Place to the Navigation Pane

2 Introduction in Microsoft Dynamics NAV 2013 Lesson 4: Customize This Page Lesson 5: Customize a FactBox Lesson 6: Customize a FastTab Lesson 7: Customize a Chart Lesson 8: Customize Parts on the Role Center Page Lesson 9: Change the Profile and Role Center Lab 3.2: Add a Chart to the Role Center Module Review and Takeaways Module 4: BASIC FUNCTIONALITIES Lesson 1: Use Keyboard Shortcuts Lesson 2: Enter and Edit Information Lesson 3: Zoom Lesson 4: Add OneNote to a Record Lesson 5: Add Notes to a Record Lesson 6: Add Links to a Record Lesson 7: Send to Word and Excel Lesson 8: Send to as Attachment Lesson 9: Print Reports and Documents Lesson 10: Sort Information Lesson 11: Search Information Lab: Filter the Customer List and Export to Excel Lesson 12: FactBoxes

3 Table of Contents Lesson 13: Post a Document Lesson 14: Navigate Module Review and Takeaways Module 5: MASTER DATA FOR THE SALES AND PURCHASE PROCESS Lesson 1: GL Account Cards Lesson 2: Chart of Accounts Page Lesson 3: Customer Cards Lesson 4: Vendor Cards Lab 5.1: Create a New Office Furniture Vendor Lesson 5: Item Cards Lab 5.2: Create a New Office Furniture Item Module Review and Takeaways Module 6: PROCESS SALES AND PURCHASES Lesson 1: Process Flows Lesson 2: From Purchase Order to Purchase Invoice Lab 6.1: Purchase Furniture from the New Vendor Lesson 3: Create Purchase Invoices Lab 6.2: Record an Automobile Maintenance Expense Lesson 4: From Sales Quote to Sales Invoice Lab 6.3: Sell Wooden Doors to an Existing Customer Module Review and Takeaways

4 Introduction in Microsoft Dynamics NAV 2013 Module 7: TECHNOLOGY OVERVIEW Lesson 1: Web Services Support Lesson 2: Multiple Client Support Lesson 3: Microsoft Dynamics NAV 2013 Development Environment Lesson 4: Multilanguage Functionality Module Review and Takeaways Module 8: BROWSE APPLICATION AREAS Lesson 1: Financial Management Lesson 2: Financial Reporting and Analysis Lesson 3: Marketing Lesson 4: Trade Lesson 5: Inventory Management Lesson 6: Warehouse Management Lesson 7: Manufacturing Lesson 8: Jobs and Resources Lesson 9: Service Management Lesson 10: Human Resources Module Review and Takeaways

5 Table of Contents We created this additional Table of Contents to assist you in quickly finding out the areas that are new and, or changed from the Microsoft Dynamics NAV earlier version for this course. These areas are identified with this icon Module 2: USER INTERFACE throughout the training material. Lesson 2: The Ribbon Module 3: USER PERSONALIZATION Lesson 2: Customize the Ribbon Module 4: BASIC FUNCTIONALITIES Lesson 3: Zoom Lesson 4: Add OneNote to a Record Topic 1: Find Topic 2: Go To Module 5: MASTER DATA FOR THE SALES AND PURCHASE PROCESS Topic 3: Actions Tab Topic 4: Navigate Tab Topic 1: Actions Tab Topic 2: Navigate Tab Module 7: TECHNOLOGY OVERVIEW Lesson 2: Multiple Client Support Lesson 3: Microsoft Dynamics NAV 2013 Development Environment

6 Introduction in Microsoft Dynamics NAV 2013 Module 8: BROWSE APPLICATION AREAS Topic 2: Cost Accounting Topic 3: Cash Flow Forecasting Topic 6: Charts Topic 4: Assembly Topic 4: Item Availability by Timeline Topic 3: Work in Process Topic 4: WIP Cockpit Topic 5: Actual to Budget Topic 6: Time Sheets