Table of Contents Introduction Microsoft Dynamics Courseware Overview......0-3 Student Objectives....0-4 Module 1: MICROSOFT DYNAMICS NAV 2013 AS AN ERP SYSTEM Lesson 1: ERP System... 1-2 Lab: Open Microsoft Dynamics NAV 2013... 1-10 Module Review and Takeaways... 1-12 Module 2: USER INTERFACE Lesson 1: Back and Forward Button, Address Bar, Search... 2-3 Lesson 2: The Ribbon... 2-4 Lesson 3: The Navigation Pane... 2-11 Lesson 4: The Status Bar... 2-17 Lesson 5: Pages... 2-17 Lesson 6: The Role Center... 2-21 Lab: Assign a Role Center... 2-26 Module Review and Takeaways... 2-27 Module 3: USER PERSONALIZATION Lesson 1: Personalization and Configuration... 3-2 Lesson 2: Customize the Ribbon... 3-2 Lesson 3: Customize the Navigation Pane... 3-3 Lab 3.1: Add a List Place to the Navigation Pane... 3-6 1
Introduction in Microsoft Dynamics NAV 2013 Lesson 4: Customize This Page... 3-7 Lesson 5: Customize a FactBox... 3-14 Lesson 6: Customize a FastTab... 3-16 Lesson 7: Customize a Chart... 3-18 Lesson 8: Customize Parts on the Role Center Page... 3-19 Lesson 9: Change the Profile and Role Center... 3-27 Lab 3.2: Add a Chart to the Role Center... 3-29 Module Review and Takeaways... 3-30 Module 4: BASIC FUNCTIONALITIES Lesson 1: Use Keyboard Shortcuts... 4-3 Lesson 2: Enter and Edit Information... 4-5 Lesson 3: Zoom... 4-8 Lesson 4: Add OneNote to a Record... 4-9 Lesson 5: Add Notes to a Record... 4-9 Lesson 6: Add Links to a Record... 4-10 Lesson 7: Send to Word and Excel... 4-10 Lesson 8: Send to Email as Attachment... 4-11 Lesson 9: Print Reports and Documents... 4-12 Lesson 10: Sort Information... 4-14 Lesson 11: Search Information... 4-17 Lab: Filter the Customer List and Export to Excel... 4-26 Lesson 12: FactBoxes... 4-27 2
Table of Contents Lesson 13: Post a Document... 4-29 Lesson 14: Navigate... 4-31 Module Review and Takeaways... 4-33 Module 5: MASTER DATA FOR THE SALES AND PURCHASE PROCESS Lesson 1: GL Account Cards... 5-2 Lesson 2: Chart of Accounts Page... 5-8 Lesson 3: Customer Cards... 5-11 Lesson 4: Vendor Cards... 5-14 Lab 5.1: Create a New Office Furniture Vendor... 5-18 Lesson 5: Item Cards... 5-20 Lab 5.2: Create a New Office Furniture Item... 5-40 Module Review and Takeaways... 5-42 Module 6: PROCESS SALES AND PURCHASES Lesson 1: Process Flows... 6-2 Lesson 2: From Purchase Order to Purchase Invoice... 6-4 Lab 6.1: Purchase Furniture from the New Vendor... 6-19 Lesson 3: Create Purchase Invoices... 6-22 Lab 6.2: Record an Automobile Maintenance Expense... 6-25 Lesson 4: From Sales Quote to Sales Invoice... 6-27 Lab 6.3: Sell Wooden Doors to an Existing Customer... 6-36 Module Review and Takeaways... 6-38 3
Introduction in Microsoft Dynamics NAV 2013 Module 7: TECHNOLOGY OVERVIEW Lesson 1: Web Services Support... 7-2 Lesson 2: Multiple Client Support... 7-2 Lesson 3: Microsoft Dynamics NAV 2013 Development Environment... 7-5 Lesson 4: Multilanguage Functionality... 7-9 Module Review and Takeaways... 7-14 Module 8: BROWSE APPLICATION AREAS Lesson 1: Financial Management... 8-2 Lesson 2: Financial Reporting and Analysis... 8-6 Lesson 3: Marketing... 8-11 Lesson 4: Trade... 8-17 Lesson 5: Inventory Management... 8-20 Lesson 6: Warehouse Management... 8-26 Lesson 7: Manufacturing... 8-29 Lesson 8: Jobs and Resources... 8-37 Lesson 9: Service Management... 8-43 Lesson 10: Human Resources... 8-48 Module Review and Takeaways... 8-52 4
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... 2-4 Module 3: USER PERSONALIZATION Lesson 2: Customize the Ribbon... 3-2 Module 4: BASIC FUNCTIONALITIES Lesson 3: Zoom... 4-8 Lesson 4: Add OneNote to a Record... 4-9 Topic 1: Find... 4-17 Topic 2: Go To... 4-18 Module 5: MASTER DATA FOR THE SALES AND PURCHASE PROCESS Topic 3: Actions Tab... 5-6 Topic 4: Navigate Tab... 5-7 Topic 1: Actions Tab... 5-9 Topic 2: Navigate Tab... 5-10 Module 7: TECHNOLOGY OVERVIEW Lesson 2: Multiple Client Support... 7-2 Lesson 3: Microsoft Dynamics NAV 2013 Development Environment... 7-5 5
Introduction in Microsoft Dynamics NAV 2013 Module 8: BROWSE APPLICATION AREAS Topic 2: Cost Accounting... 8-7 Topic 3: Cash Flow Forecasting... 8-8 Topic 6: Charts... 8-10 Topic 4: Assembly... 8-19 Topic 4: Item Availability by Timeline... 8-24 Topic 3: Work in Process... 8-39 Topic 4: WIP Cockpit... 8-40 Topic 5: Actual to Budget... 8-41 Topic 6: Time Sheets... 8-42 6