80435A – Application Setup in Microsoft Dynamics NAV


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Upcoming Dates

Sep 19 - Sep 20, 2022
09:00 - 17:00

Oct 17 - Oct 18, 2022
09:00 - 17:00

Nov 14 - Nov 15, 2022
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Dec 12 - Dec 13, 2022
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Jan 9 - Jan 10, 2023
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Feb 6 - Feb 7, 2023
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  • 80435A – Application Setup in Microsoft Dynamics NAV
    2 days  (Instructor Led Online)  |  Microsoft Dynamics NAV

    Course Details

    The Application Setup in Microsoft Dynamics NAV course provides students with the tools to implement and maintain cross-application setup data after the system components are installed. The focus is on the application-oriented work involved in setting up and maintaining company-wide rules, data, and users.
    The Application Setup in Dynamics NAV is a two-day instructor-led training.

    See other Microsoft courses


    After completing this course, students will be able to:
    • 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.
    • Explain how authentication works in Microsoft Dynamics NAV.
    • Manage security for Windows client users.
    • Set up a new user.
    • Explain the concepts of permission sets and permissions.
    • Create a new permission set, and assign permissions to it.
    • Apply security filters in Microsoft Dynamics NAV.
    • Perform user-specific setup.
    • Create, assign, and work with user profiles.
    • Explain the purpose of company-wide number series.
    • Set up number series.
    • Create a number series of 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 dimension combinations are set up.
    • Explain and show how single and multiple default dimensions are set up.
    • Explain and show how account type default dimensions are set up.
    • Explain and show how default dimension priorities are set up.
    • Explain the possibility and resolution of conflicting default dimensions.
    • 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.
    • Manage overdue notifications.

    Target Audience

    This course is intended for a partner that sells and implements the Finance module to customers.  The typical partner has an ERP background and has a basic understanding of accounting principles.