Microsoft Dynamics NAV – ERP Business Management, Administration & Implementation

Course overview

Microsoft Dynamics NAV – ERP Business Management, Administration & Implementation is a practical, business-focused course designed to equip professionals with the knowledge and hands-on skills required to use and manage Microsoft Dynamics NAV as an integrated Enterprise Resource Planning (ERP) platform. The course explores how organizations can use NAV to manage financial operations, purchasing, sales, inventory, supply chain activities, projects, fixed assets, budgeting, reporting and other core business processes from a centralized system.

Participants will learn how different business functions work together within Microsoft Dynamics NAV, how transactions flow between departments, and how information entered in one area affects related financial and operational processes. The course also covers master data management, workflows, approvals, permissions, reporting, document processing, system configuration and business process controls, providing participants with a practical understanding of how NAV can support organizations in improving efficiency, financial visibility, accountability and operational decision-making.

Course objectives

• Explain the architecture, purpose and major capabilities of Microsoft Dynamics NAV as an ERP system.
• Navigate the Microsoft Dynamics NAV interface and understand its major functional areas.
• Understand how finance, sales, purchasing, inventory and other modules interact.
• Set up and manage organizational master data and core business records.
• Perform core accounting and financial management activities in NAV.
• Process sales and purchasing transactions through the appropriate NAV workflows.
• Manage customers, vendors, items, employees and other master data. Manage inventory, warehouses, stock movements and item transactions.
• Manage projects, jobs and project-related costs where applicable.
• Generate, analyze and export operational and financial reports
• Configure users, roles, permissions and basic security controls.
• Understand data quality, master-data governance and transaction controls.
• Understand workflows, approvals and business process automation. .

Who should attend

Course content

• Module 1: Introduction to Microsoft Dynamics NAV and ERP This module introduces Microsoft Dynamics NAV as an integrated Enterprise Resource Planning platform and establishes the foundation for the rest of the course. Participants examine how ERP systems
• Module 2: Microsoft Dynamics NAV Navigation, User Interface and Workspaces Participants are introduced to the NAV user experience and learn how to efficiently navigate pages, lists, cards, journals, documents and reports. The module covers searching, fil
• Module 3: Company Setup, Master Data and Core ERP Configuration This module examines the foundational information required for an organization to operate effectively within NAV. Participants explore company information, accounting periods, numbering seri
• Module 4: Financial Management and General Ledger This module provides a detailed examination of financial management within Microsoft Dynamics NAV. Participants learn how the General Ledger is structured and how financial transactions are recorded and p
• Module 5: Accounts Receivable and Customer Management Participants learn how NAV supports the complete customer and receivables management process, from customer master-data creation through invoicing, payments and outstanding-balance management. The mod
• Module 6: Accounts Payable and Vendor Management This module focuses on supplier and accounts payable processes within NAV. Participants learn how to establish vendor records, process purchase invoices, record supplier payments, manage credit memos and r
• Module 7: Sales Management and Order Processing Participants explore how Microsoft Dynamics NAV supports sales operations from customer order capture to invoicing and financial posting. The module covers quotations, sales orders, shipment processing, inv
• Module 8: Purchasing and Procurement Management This module examines the procurement cycle within NAV and how organizations can control purchasing activities through structured processes. Participants work with purchase requisitions where applicable, pur
• Module 9: Inventory and Item Management Participants learn how NAV manages inventory and item-related information across the organization. The module covers item cards, item categories, units of measure, locations, inventory transactions, receipts, shipm
• Module 10: Warehouse and Supply Chain Operations This module extends inventory management into warehouse and supply chain processes. Participants explore locations, bins where applicable, warehouse receipts and shipments, inventory movement and stock-con
• Module 11: Dimensions, Cost Centres and Management Accounting Participants learn how dimensions can be used to classify and analyze financial and operational transactions beyond the basic General Ledger structure. The module demonstrates how organization
• Module 12: Fixed Assets and Asset Management This module explores the management of organizational fixed assets within NAV. Participants learn how to create and maintain fixed-asset records, record acquisitions, calculate depreciation, process disposals
• Module 13: Cash Management, Banking and Payment Processing Participants examine how NAV supports cash and banking activities, including bank accounts, payment journals, receipts, bank-related transactions and reconciliation processes. The module explains
• Module 14: Budgeting, Financial Planning and Control This module introduces budgeting and financial planning within the NAV environment. Participants explore how organizations can establish budgets, organize financial information and compare planned figu
• Module 15: Jobs, Projects and Project Cost Management Participants learn how Microsoft Dynamics NAV can support project and job-related financial management. The module examines job setup, project tasks, resources, costs, billing and project-related tran
• Module 16: Human Resources and Employee-Related Information Where the relevant NAV functionality is available, this module introduces the management of employee-related information and HR processes within the ERP environment. Participants examine employe
• Module 17: Workflows, Approvals and Business Process Control This module focuses on using NAV workflows and approval mechanisms to introduce consistency and control into organizational processes. Participants explore how approval requirements can be appl
• Module 18: Users, Roles, Permissions and ERP Security Participants learn the principles of user administration and role-based security within Microsoft Dynamics NAV. The module covers users, permission sets, roles and access to application objects and bu
• Module 19: Reporting, Analysis and Business Intelligence This module focuses on extracting meaningful management information from NAV. Participants explore standard reports, account schedules, financial analysis, lists, filters and data exports. The modu
• Module 20: Data Import, Export and Data Management Participants learn how organizational data can be prepared, imported, exported and maintained within a NAV environment. The module emphasizes data quality, validation, duplicate prevention, field mapping
• Module 21: Microsoft Dynamics NAV, Modern ERP and Business Central Transition This module places Microsoft Dynamics NAV within the wider evolution of Microsoft's ERP portfolio and introduces the relationship between NAV and Microsoft Dynamics 365 Busines
• Practical Activities The course uses practical business scenarios rather than relying only on demonstrations. Participants can work through an integrated organization covering: Procure-to-Pay: Supplier setup → purchase order → goods receipt → supp

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Schedule & fees