Module 1: Set Up a Company with the RIM Toolkit

This module provides individuals in charge of application setup, such as implementation consultants or customer staff, with the tools to set up a new company using the RIM toolkit, in addition to creating new records based on RIM data templates.

Lessons

• Manual Setup vs. RIM
• RIM Toolkit Overview
• Using the RIM Toolkit
• Demonstration: Create a Setup Questionnaire
• Demonstration: Initialize a New Company Based on the Setup Questionnaire
• Use Data Templates
• Migrate Data

Lab: Create a Setup Questionnaire

Lab: Import and Apply a Setup Questionnaire

Lab: Create a New Contact Data Template

Lab: Create and Export the Vendor Data Migration File

Lab: Complete the Migration of Vendor Data

After completing this module, students will be able to:

Module 2: Set Up Number Series

This module explains the purpose of number series and how to manually set them up, including how to define number series relationships to use multiple number series on a single number series.

Lessons

• Number Series

Lab: Create a Number Series

After completing this module, students will be able to:

Module 3: Set Up Journal Templates and Batches

This module provides an overview of journal templates and journal batches to explain their purpose and composition. This module also explains how to set up a journal template and demonstrates how to create two journal batches based on one journal template.

Lessons

• Journal Templates, Batches, and Lines
• Create Journal Templates and Batches

Lab: Create a Journal Batch

After completing this module, students will be able to:

Module 4: Set Up Posting Groups

In this module, the three types of posting groups are described and set up, and then the functions of a posting group structure are demonstrated using a posted sales invoice.

Lessons

• Specific Posting Groups
• General Posting Groups
• General Posting Setup
• VAT Posting Groups
• VAT Posting Setup
• Additional VAT Posting Setup
• Procedure: Determine Posting Groups
• Demonstration: Post and Review a Sales Transaction

Lab: Set Up an Inventory Posting Group

Lab: Create a Product Posting Group

Lab: Copy a General Posting Setup Line

Lab: Create a VAT Posting Group

Lab: Copy a VAT Posting Setup

After completing this module, students will be able to:

Module 5: Set Up Dimensions

In this module, all aspects of dimensions are defined and set up, including Dimension Values, Dimension Combinations, Default Dimensions, and Default Dimension Priority.

Lessons

• Dimensions and Dimensions Values
• Dimension Types
• Dimension Combinations
• Default Dimensions
• Default Dimension Priority
• Demonstration: Work with Default Dimension Priorities

Lab: Set Up a Dimension with Dimension Values

Lab: Set Up a Dimension Combination

Lab: Assign a Default Dimensions to a Single Account

Lab: Assign Default Dimensions to Multiple Accounts

Lab: Assign Vendor Account Type Default Dimensions

After completing this module, students will be able to:

Module 6: Manage User Rights and Profiles

This module explains the concepts of logins, roles, and permissions, which are critical to managing user rights in Microsoft Dynamics NAV. The module demonstrates central administrator tasks and offers recommendations about how to most effectively secure data in the system with logins for both the RoleTailored client and Classic client. This module also explains how to set up and assign users to profiles for use in the RoleTailored client.

Lessons

• Authentication
• Security Setup Overview
• Security Sectup for RoleTailored Client
• User Profile Setup for the RoleTaloired Client
• Demonstration: Create a New Role
• Demonstration: Apply SQL Server Security Filters
• Security Setup for Classic Client
• User-Specific Setup
• Active Directory Security

Lab: Create a Windows Login and Assign Roles

Lab: Assign a Profile

After completing this module, students will be able to:

Module 7: Set Up and Manage Document Approvals

This module is an introduction to process of setting up and managing the document approval system. It covers the general setup of approval users and documents to approve, including amount limits. Additionally, the module discusses how to customize the e-mail notification system related to the approval system.

Lessons

• Set Up Document Approvals
• Demonstration: Set Up User Logins for Document Approvals
• Demonstration: Set Up Approval Users in a Hierarchy
• Set Up the Notification System
• Send Overdue Notifications
• Delegating Substitute Approvers

Lab: Set Up Document Approvals

After completing this module, students will be able to: