Application Setup in Microsoft Dynamics® NAV 2013

NB: Microsoft have retired this course in March 2017. The exam is shortly going to be retired. However we are still offering this course as a large number of our customers still need access to this.

Please contact our team at to discuss an alternative pathway.

This two-day 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. This course is intended to 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.

At Course Completion

• 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 number series 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.

Course Requirements:

Students looking to take this course (80435) must already have the following technical knowledge:

• completed course 80439A: Introduction in Microsoft Dynamics NAV 2013
• knowledge of basic accounting principles and ERP user roles