Getting Started with NAV - 1 Year Access (1 User)

Learn everything you need to know to get your NAV software up and running! | taught by Rick Baxter

Course description

Don’t you think it is time you really learn how to use Microsoft Dynamics NAV? Getting Started with NAV gets you started on the right track. Our instructor explains how to use Microsoft Dynamics NAV in a clear and concise way. Learn from our instructor's years of experience while mastering all the basics of your Microsoft Dynamics NAV software. This is the right way to start your NAV training!

Rick Baxter
Rick Baxter
Lead Instructor - Cost Control Software

Rick is a Dynamics NAV expert with over 20 years of experience, focusing on the industries of Manufacturing, Jobs and Services, and Scheduling. Rick is the owner of Cost Control Software, a Microsoft certified ISV, located in Carmel, Indiana.

rick.baxter@costcontrolsoftware.com

(317) 846-6025

Course Curriculum

Introduction
03:06
Introduction to Getting Started with NAV
Downloadable PDF Study Guide
Hide Content
Section 1 - Dynamics NAV Introductions
26:41
1.1 - How to Use This Study Guide
1.2 - Login Exercise - How to Login
1.3 - What Does "Role Tailored" Mean?
Hide Content
Section 2 - Inserting Master Records
21:49
2.1 - Adding New Customers
2.2 - Adding New Vendors
2.3 - Adding New Resource
2.4 - Adding New Items
Hide Content
Section 3 - Daily Workflow
109:58
3.1 - Sales Quotes to Sales Orders
3.2 A - Manual Procurement
3.2 B - Automatic Procurement
3.3 - Receiving
3.4 - Shipping
3.5 - Invoicing Procedure
3.6 - PO Close Out
3.7 - Cash Receipts
3.8 - Selling Services
Hide Content
Section 4.1 - Vendor Management
58:24
A - Vendor List
B - Vendor Card
C - Purchase Invoice
D - Charge Items
E - Print AP Checks
F - Vendor Reporting
Hide Content
Section 4.2 - Customer Management
22:37
A - Customer List & Card
B - Print a Customer Statement
C - Customer Reporting
Hide Content
Section 4.3 - Resource Management
24:30
A - Resource List & Card
B - Resources for Billing
C - Resources Groups
Hide Content
Section 4.4 - Inventory Management
111:41
A - Item Card
B - Requisition Worksheet
C - Item Tracking: Setup
D - Item Tracking: Workflow
E - Item Tracing
F - Unit of Measure
G - Item Journal
H - Physical Inventory Journal
I - Location Codes
J - Stock Keeping Units
K - Item Charges Part 1
L - Item Charges Part 2
Hide Content
Section 4.5 - Financial Management
124:46
A - Chart of Accounts
B - COA Totaling
C - Trial Balance
D - Account Schedules & Column Layouts
E - Print Reports with Account Schedules
F - Payment Tolerance
G - General Journal
H - Bank Reconciliation
I - Adjust Cost/Post Cost to GL
J - Posting Groups
K - Sales Tax Setup
L - How to Process Sales Tax
M - Accounting Periods
N - Terminology Review
Hide Content
Section 5.1 - Application Setup, By Tasks
15:04
A - Company Information
B - Module Setup
C - Report Selection
Hide Content
Section 5.2 - Application Setup, By Lists
28:04
A - No. Series
B - Post Codes, Territories, & Countries
C - User Setup
D - Payment Terms
E - Generic Charts
F - Profiles & User Personalization
Hide Content
Section 5.3 - IT Administration, By Lists
02:41
A - Printer Selection
Hide Content
6.1 - Additional Topics
28:54
A - Statistics
B - Line Comments
C - Copy Documents
D - Links
E - Notes & Notifications
F - Help Files
G - Sales History
H - Pictures
I - My Customers
J - Closing Comments
Hide Content