1. Microsoft Dynamics Nav (Navision) Training
Presented by
D’Sunte Wilson

2. Introduction

3. Introduction
Microsoft Dynamics NAV 2015 is a business management solution for small and mid-sized organizations that automates and streamlines business processes.
Highly adaptable and rich with features, Microsoft Dynamics NAV enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more.
Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries.
Microsoft Dynamics NAV 2015 is a business management solution for small and mid-sized organizations that automates and streamlines business processes.
Highly adaptable and rich with features, Microsoft Dynamics NAV enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more.
Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries.

4. Training Outline – Day 1 Areas of Concentration
Marketing
Sales
Design and Engineering
Operations Planning
Marketing
Sales
Design and Engineering
Operations Planning

5. Training Outline – Day 2 Areas of Concentration
Purchasing
Receiving
Warehouse Activities
Production
Purchasing
Receiving
Warehouse Activities
Production

6. Training Outline – Day 3 Areas of Concentration
Shipping
Service
Resource Planning
Project Management
Shipping
Service
Resource Planning
Project Management

7. Training Outline – Day 4 Areas of Concentration
Human Resources
Finance
Business Intelligence

8. Brief Explanation of Roles
Microsoft Dynamics NAV comes with pre-configured Role Centers to fit many of the fundamental roles in companies.
These Role Centers provide a place for many employees to begin working in Microsoft Dynamics NAV.
They allow you to get an overview of your task load, such as sales orders waiting to be posted, as well as easy access to task pages, notifications, and .
Your administrator assigns you a role and can customize your Role Center to ensure that it presents the information you need for your job. Then you can adjust the user interface to fit your work habits.

9. Brief Explanation of Roles
The following topics provide an overview of all the standard roles for which Role Centers exist, with links to the process overview topics that support the role.
The role-specific overview topics function as an alternative to the Departments-specific view.
For small businesses where a low number of users do not need separate Role Centers, a special Role Center is provided where both the company owner and the bookkeeper, for example, can perform all work tasks. This is referred to as the Small Business Role Center.

10. CRONUS Sample data
The CRONUS International Ltd. demonstration database is a fictitious company with business scenarios, employees, and products.
As you explore Microsoft Dynamics NAV Help, you will find CRONUS data that is used in examples and tasks to help you understand the implementation of Microsoft Dynamics NAV.
The company develops, markets, and sells many items. It sells to end users and has a broad customer base. The items that the company handles fall generally into the following categories:
Modular office furniture, for which the company produces some components and purchases others.
Bicycles, for which the company does final assembly with parts manufactured elsewhere and in house.
Computer hardware, which the company manufactures, distributes, and services.

11. Day 1 - Lesson 1 - Marketing

12. Overview of Marketing
The marketing features of Microsoft Dynamics NAV help you manage and support your marketing and sales efforts.
With these features, you have access to complete and accurate information so you can focus your interactions on preferred customer segments.
You can target potential customers by using different kinds of marketing campaigns. You can group customers based on common characteristics.
You can then segment your customers into different mailing groups, for instance, according to the data gained from profiling. Examples of marketing campaigns could be advertisements, television commercials, direct mail, or marketing campaigns.

13. Overview of Marketing
Good sales and marketing practices are all about how to make the best decisions at the right time. Microsoft Dynamics NAV provides a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction.
The marketing features enable you to:
Improve the success of your customer relationship management (CRM) efforts and increase productivity.
Make well-informed decisions about customers and sharpen your competitive edge.
Customize the solution to fit your processes and grow your business.

14. Configure Marketing Processes
To get started working with your contacts and marketing interests, some steps need to be taken to set up the feature.
Managing your contacts and having a strategy in place to identify, attract, and retain customers will help optimize your business and increase customer satisfaction.
Using a good contact management system will also help you create and maintain relationships with your customers.
Communication is the key to these relationships.

15. Configure Marketing Processes
Being able to tailor communication with potential and existing customers, vendors, and business partners according to their needs, is necessary for companies to succeed.
Establishing a strategy and defining how your company uses contact information is a primary step. This information will be viewed by many different groups in your company, so having a good system in place will help everyone be more productive.

16. Marketing Setup
To ensure every group in your company records data in the same way and is able to view and use the information efficiently, you must first decide how the marketing area manages certain aspects of your contacts. For example, you can decide how number series are defined or what the standard salutation should be when writing to your contacts.
In the Marketing Setup window, the following sections need to be defined:
General
Inheritance
Defaults
Interactions
Synchronization
Numbering
Duplicates
Logging

17. Marketing Setup
You can use the Business Relations window to set up the business relations you want to use when entering information about your contacts. Business relations are used to indicate the business relationship you have with your contacts, for example, a prospect, bank, consultant, or service supplier.
If you plan to synchronize your contacts with vendors, customers, or bank accounts in other parts of the application, you may want to set up a business relation for them.
To set up a business relation
In the Search box, enter Business Relations, and then choose the related link.
On the Home tab, in the New group, choose New.
Fill in the Code and Description fields.
Repeat these steps to set up as many business relations as you want.

18. Marketing Setup
You can use the Industry Groups window to set up all the industry groups you want to use when entering information about your contacts. Industry groups are used to indicate the industry to which your contacts belong, for example, the retail industry or the automobile industry.
To set up an industry group
In the Search box, enter Industry Group, and then choose the related link.
On the Home tab, in the New group, choose New.
Fill in the Code and Description fields.
Repeat these steps to set up as many industry groups as you want.

19. Conducting a Sales Campaign
A campaign is any kind of activity that involves several contacts. An important part of setting up a campaign involves selecting the target audience for your campaign. For this purpose, in Microsoft Dynamics NAV, you create a segment, or a group of contacts using filters.
You use these features in Sales & Marketing to carefully plan your marketing activities and to manage your interactions with contacts and customers. You can create campaigns and set up segments of your contacts for mailings and other types of interactions with your contacts and prospective customers.
The Campaign and Segment features with their automated processes enable you to plan, organize, and keep track of your marketing activities. This will increase the chances of winning new customers and retaining existing customers.

20. Marketing Walkthrough
This walkthrough demonstrates the process for following up on a trade show and targeting potential customers (contacts) in a follow-up campaign.
The walkthrough introduces the campaign and segment management feature in the Sales & Marketing department. This walkthrough illustrates the following tasks:
Setting up a campaign.
Selecting the target audience.
Mining data.
Sending letters to contacts.
Registering campaign responses.

21. Roles
This walkthrough demonstrates tasks that are performed by the following user roles:
Marketing Manager or Sales Manager
Marketing Staffer

22. Story
The marketing manager in the Sales department of CRONUS International Ltd. is responsible for planning campaigns and for executing them. He also makes decisions about which trade shows to participate in and he evaluates campaign progress.
The marketing staffer in the Marketing department handles producing, distributing, and placing marketing material.
The company has just launched a new product called the Millennium Server. The product was recently promoted at a trade show, Computer Futurus. Many customers expressed great interest in the product, and as part of a promotional effort, customers who bought Millennium Server during a campaign period were offered a special campaign price.

23. Story
One of the marketing staffer’s tasks after the trade show is to enter all the potential customers as contacts.
The marketing manager sets up a campaign, creates a segment that contains all the new contacts and then mines the contact data to select the target audience for the campaign.
The staffer helps send out thank you letters to all the contacts who left their cards with the staff at the stand, and finally, the manager records all the responses they receive from the prospective customers.

24. Setting Up a Campaign
As soon as the staffer has entered the business cards received at the trade show, the marketing manager sets up a campaign card to manage the activities involved in the campaign.
To set up a campaign
In the Search box, enter Campaigns, and then choose the related link.
On the Home tab, in the New group, choose New to create a new campaign. On the campaign card, press Enter to have a campaign number automatically inserted.
In the Description field, enter a description for the campaign, for example, FUTURUS trade show.
Choose the Status Code field, and select a status code from the list that opens in the Campaign Status window.
Fill in the Starting Date and Ending Date fields of the campaign as appropriate.

25. Selecting the Target Audience
The marketing manager creates a segment to select the contacts that he wants to interact with.
To create a segment with the relevant contacts
In the Home tab of the campaign card, in the Process group, choose Segments.
On the Home tab, in the New group, choose New to create a new segment. On the segment card, press Enter to have a segment number automatically inserted.
On the General FastTab, in the Description field, enter, for example, Visitors at the FUTURUS trade show.
After entering general information about the segment, select the contacts to be included in the segment.
You can use a variety of criteria to select contacts, for example, you can select contact persons who work at a customer site or a prospective customer site who are responsible for purchases at their company.
You use filters to add contacts according to the criteria that best fit your purposes. For example, you can choose to filter by the job responsibility of the contact person or the business relation or industry of the contact company. For this walkthrough, choose the Job Responsibility filter to select contacts.
In the Segment window, on the Home tab, in the Process group, choose Add Contacts to open the Add Contacts filter.
On the Job Responsibility FastTab, select the Purchase filter as the Job Responsibility Code and choose the OK button.
The Segment window now contains a list of contacts based on the filter you entered. On the General FastTab, in the No. of Lines field, you can see at a glance the number of contacts that meet these criteria.

26. Mining the Data
The marketing manager takes a closer look at the segmented list of contacts and realizes that the list is much too big. He decides to reduce the list based on actual, prospective customers to make sure he focuses on the correct target group. This process of refining and reducing the data is also referred to as data mining.
To remove contacts from the segment
In the Segment window, on the Actions tab, in the Functions group, point to Contacts, and then choose Reduce Contacts to open the Remove Contacts – Reduce window.
On the Business Relation FastTab, select the PROS filter as the Business Relation Code, and choose the OK button.
The Segment window now contains a reduced list of contacts, and in the No. of Lines field, you can see the number of contacts that now meet these new criteria.

27. Linking a Segment to a Campaign
The marketing manager decides that the reduced list is the final list of contacts that he wants to be part of the campaign. He therefore links this segment to the campaign FUTURUS trade show.
To link a segment to the campaign
In the Segment window, on the Campaign FastTab, choose the Campaign No. field to select the campaign that you want the segment to be attached to, for example, CP0001.
Since this segment is the target of the campaign, select the Campaign Target check box.

28. Sending Letters and Email Messages to Contacts
The marketing staffer helps the marketing manager send out correspondence to the prospective customers, in which he thanks them for visiting the trade show.
To use a segment to send a letter to a contact
Open the Segment card for the Visitors at the FUTURUS trade show.
On the Interaction FastTab, in the Interaction Template Code field, select the Business Letter template, code BUS.
In the Subject (Default) field, enter the following example text: Thank you for visiting the trade show.
Note This template consists of more than one attachment document, each of them written in a different language. Example languages include English and Danish.
Choose the Language Code (Default) field to open the Segment Interaction Languages window. Select a language code and then choose the OK button.
You can display the document in the selected language. On the Actions tab, in the Functions group, choose Attachment, and then choose Open.
To respond to the message that requests permission to start Word, choose the Allow for this client session option.
This opens the attached Word document so that you can inspect it. You can also take this opportunity to edit and modify the letter. Close Word when you are finished.
Enter the subject of the letter in the Subject field, in the language selected for the template.
On the Actions tab, in the General group, choose Log.
Choose the Send Attachments check box to have the attachments printed.
Choose the Create Follow-up Segment check box.
Choose the OK button to start the Log Segment batch job.
Microsoft Dynamics NAV sends the attachments. When the process is done, choose the OK button for the message that states that the segment has been logged.
The letters are automatically printed and the segment is logged. Because the segment has been logged, it is no longer in the list of segments but is moved to the list of logged segments. To see that list, in the Search box, enter Logged Segments, and then choose the related link.
After the segment is logged, each letter that is sent is recorded as an interaction, which you can view in the log.
In the Search box, enter Interaction Log Entries, and then choose the related link. There is an entry for each sent letter.
To send an message to a contact
In the Correspondence Type field, choose .
Specify language settings, as in the previous procedure.
On the Actions tab, in the General group, choose Log. The Log Segment window opens.
Choose the Send Attachments check box to have the attachments sent by .
Choose the OK button.
The letters are automatically sent by , and the segment is logged. Because the segment has been logged, it is no longer in the list of segments but is saved in the list of logged segments. To see that list, in the Search box, enter Logged Segments, and then choose the related link.

29. Registering Campaign Responses
During the next couple of weeks, the prospective customers respond to the letter. The marketing manager wants to keep track of the responses and record these interactions.
For this purpose, set up a segment for the contacts who have responded to the letter.
To register campaign responses
In the Segment window, expand the Interaction FastTab.
Choose the Interaction Template Code field.
There is no interaction template for recording responses to campaigns. Therefore, create a new template.
In the Interaction Templates window, choose New.
In the Code field, enter RESP, and in the Description field, enter Campaign Responses.
Choose the OK button.
Select this interaction template in the Interaction Template Code field and confirm the message that asks if you want to update the segment lines with the same Interaction Template Code.
Now specify that these contacts have responded to the campaign:
On the Campaign FastTab, in the Campaign No. field, select your campaign.
Leave the Campaign No. field and confirm the message that asks if you want to update the segment lines with the same Interaction Template Code.
Select the Campaign Response field and confirm the subsequent message.
Log the segment to make sure that the interactions are recorded.
In the Segment window, on the Actions tab, choose Log.
In the Log Segment window, clear the Send Attachments check box, and then choose the OK button and confirm the message that appears.
After the segment is logged, an entry for the campaign is automatically created to record this action in the Campaign Entries window.

30. Day 1 - Lesson 2 - Sales

31. Overview of Sales
You can use Microsoft Dynamics NAV to manage all common sales processes and information, such as quotes, orders, and returns. There are also tools to plan and manage different types of customer information and transaction data.
Before you can start to manage sales, you must configure your sales policies and values, initially to set up general sales setup and periodically to create master data for customer records. When configuration tasks are complete, you can use various customer management and sales functionality for central processes, such as to sell goods and forecast future sales.

32. Sales Lab

33. Day 1 - Lesson 3 – Design and Engineering

34. Overview of Design and Engineering
There are many common processes in central design and engineering work, such as specifying how and when items are handled.
For example, you can specify whether items are just purchased and sold, or are manufactured from components before sale.
For the first design tasks, you need to define rules and values for all items by completing item cards with specific master data.
Lastly, for produced items, you must define the material structures and process structures in master data records for specific production BOMs and routings.
The data and setup that you enter during design and engineering is later used in sales and operations when the item is handled.

35. Design and Engineering Lab

36. Day 1 - Lesson 4 – Operations Planning

37. Overview of Operations Planning
The production operations required to transform inputs into finished goods must be planned daily or weekly depending on the volume and nature of the products.
Microsoft Dynamics NAV offers features to supply for anticipated and actual demand from sale and production as well as features for distribution planning using stockkeeping units and location transfers.
Although a production order can be used to execute a project sale of produced items, the planning of operations involved in a project may be better supported with the Project Management functionality.
Operations planning typically starts with resource planning, such as setting production capacities in the shop calendars and planning for potential subcontracting of production operations. Then you can perform master planning to manage sales demand and production demand for components.

38. Operations Planning Lab