Basic Objects in Microsoft Dynamics NAV

Object Designer Fundamentals

Team Development Features

Physical and the Logical Databases

Lab: Designing and Running an Object

Reports Fundamentals

Types of Report (List and Document Type Report)

Triggers of Report

Interactive Report

Report Design Process

Properties of Report

Grouping and Totalling in Report

Report Changes in Base Report

The Request Page Design in Report

Matrix Type Report

Put the report on the page

Show the data on page using condition.

Creating a List and Document type Report, Matrix Report.

Table Fundamentals

Type of Table in Navision

Properties of Table

Triggers of Table.

Primary and Secondary Keys

Table Relationships

Add a find in Exiting Table and flow in different table after posting

Creating Flow Field and Flow Filter.

Retrieving Data by GET Function

Retrieve the data from different company.

Lab: Create a Table and Insert Data using code.

Lab: Create field on the table and after posting data should flow differently by properties and by code.

Page Types and Characteristics

Page Triggers

Action Page & Create Button on Page.

Insert data in table using page.

Special properties of page (like Auto split key, Delayed Insert, Multiple Line Insert, Filter Pane on page.)

Showing two table data on one page (document type page)

Update the data of Line page by Header Page by Code.

Lab: Create a Card and a List Page, document type page, Sub-form Page, Role Center Page.

Lab: Permission for opening of page and showing the page.

What is an ERP

ERP Fundamentals

Why Navision is more successful

Modules in Navision

Role of Functional Person

Characteristics of Functional

Basic concepts of sales Lead/Sales Quotation/Sales order

Sales & Receivable Setup

Creation of Sales Order and Effect of Sales Order after Posting

Sales Shipment/ Sales Invoice/Sales Shipment and Invoice

Sales Shipment Return/Sales Return/Sales Credit Memo

Lab: Show Example on above mention related to sales.

Basic concepts of Purchase / Purchase Order.

Purchase & Payable Setup

Creation of Purchase Order and Effect of Purchase Order after Posting

Purchase Receipt/ Purchase Invoice/Purchase Receipt and Invoice

Purchase Return/Sales Credit Memo

Lab: Show Example on above mention related to Purchase.

Warehouse employee setup

Location setup for simple warehouse Lesson 3: warehouse receipt

Warehouse ship

Entry after posting warehouse receipt

Entry after posting warehouse shipment

Advance warehouse

Advanced warehouse setup on location

Creation of zone and bin

Transfer bin item from one bin to another.

Creation of entry on the zone then pick to bin

How to use the bin contents

Warehouse entry

Basic concepts of Inventory/Inventory Setup

What is Transfer Order How the Movement Occurs

Creation of Transfer Order and Effect of Transfer Order after Posting

Transfer shipment/ Transfer Receive

Work on Inventory Adjustment/Positive and Negative adjustment

Lab: Show Example on above mention related to Purchase.

What is an D365 Business central ERP

Concept on an ERP

Why Dynamics 365 business central is more successful

Modules of Functional in Business central.

Role of Functional Person in Business Central

Characteristics of Functional

Difference between Nav and Business Central.

Creation of New Company.

Creation of Chart of Account.

Accounting Period and accounting sub period.

Complete setup after creating the blank company

How to enter the opening of customer, vendor, Bank and Employee

Basic concepts of sales Lead/Sales Quotation/Sales order

Sales & Receivable Setup

Creation of Sales Order and Effect of Sales Order after Posting

Sales Shipment/ Sales Invoice/Sales Shipment and Invoice

Sales Shipment Return/Sales Return/Sales Credit Memo

Lab: Show Example on above mention related to sales.

Basic concepts of Purchase / Purchase Order.

Purchase & Payable Setup

Creation of Purchase Order and Effect of Purchase Order after Posting

Purchase Receipt/ Purchase Invoice/Purchase Receipt and Invoice

Purchase Return/Sales Credit Memo

Lab: Show Example on above mention related to Purchase.

Warehouse employee setup

Location setup for simple warehouse Lesson 3: warehouse receipt

Warehouse ship

Entry after posting warehouse receipt

Entry after posting warehouse shipment

Advance warehouse

Advanced warehouse setup on location

Creation of zone and bin

Transfer bin item from one bin to another.

Creation of entry on the zone then pick to bin

How to use the bin contents

Warehouse entry

Basic concepts of Inventory/Inventory Setup

What is Transfer Order How the Movement Occurs

Creation of Transfer Order and Effect of Transfer Order after Posting

Transfer shipment/ Transfer Receive

Work on Inventory Adjustment/Positive and Negative adjustment

Lab: Show Example on above mention related to Purchase.

Describe business units, describe Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units

Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users and teams, differentiate owner teams and access teams, create access team templates, add access team sub-grids to forms

Identify entities for which field-level security is available, create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams

Enable entity-level auditing, enable field-level auditing

Describe entity customization concepts; create custom entities; configure display names, plural names and schema names; configure entity ownership; create custom activity entities; set primary fields

Configure entity properties including display areas, communication and collaboration options, fixed properties, data services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify dependencies

Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields

Identify field data types; identify field display formats; configure the requirement level field property; configure searchable, audit and field security field properties; identify properties that can be changed for existing fields

Configure local and global option sets, configure status and status reason fields, describe dependencies, create calculated fields, describe the purpose of rollup fields, create rollup fields

Identify different relationship types; describe one-to-many, many-to-many and manual many-to-many relationships; describe special many-to-many relationships such as marketing list members, queue items and follows; identify supported and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshared, Re-Parent, Delete

Create entity relationships, map fields, manage connections and connection roles, work with relationship hierarchy visualization

Describe business units, describe Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units

Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users and teams, differentiate owner teams and access teams, create access team templates, add access team sub-grids to forms

Identify entities for which field-level security is available, create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams

Enable entity-level auditing, enable field-level auditing

Describe entity customization concepts; create custom entities; configure display names, plural names and schema names; configure entity ownership; create custom activity entities; set primary fields

Configure entity properties including display areas, communication and collaboration options, fixed properties, data services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify dependencies

Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields

Identify field data types; identify field display formats; configure the requirement level field property; configure searchable, audit and field security field properties; identify properties that can be changed for existing fields

Configure local and global option sets, configure status and status reason fields, describe dependencies, create calculated fields, describe the purpose of rollup fields, create rollup fields

Identify different relationship types; describe one-to-many, many-to-many and manual many-to-many relationships; describe special many-to-many relationships such as marketing list members, queue items and follows; identify supported and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshared, Re-Parent, Delete

Create entity relationships, map fields, manage connections and connection roles, work with relationship hierarchy visualization

Congure local and global option sets

Form Customization Overview.

Quick Create Form

Quick View Form

Main form

Role-Based Security, Access rights, and Privileges

Record Level Security

Field Level Security

Describe business units, describe Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units

Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users and teams, differentiate owner teams and access teams, create access team templates, add access team sub-grids to forms

Identify entities for which field-level security is available, create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams

Enable entity-level auditing, enable field-level auditing

Describe entity customization concepts; create custom entities; configure display names, plural names and schema names; configure entity ownership; create custom activity entities; set primary fields

Configure entity properties including display areas, communication and collaboration options, fixed properties, data services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify dependencies

Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields

Identify field data types; identify field display formats; configure the requirement level field property; configure searchable, audit and field security field properties; identify properties that can be changed for existing fields

Configure local and global option sets, configure status and status reason fields, describe dependencies, create calculated fields, describe the purpose of rollup fields, create rollup fields

Identify different relationship types; describe one-to-many, many-to-many and manual many-to-many relationships; describe special many-to-many relationships such as marketing list members, queue items and follows; identify supported and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshared, Re-Parent, Delete

Create entity relationships, map fields, manage connections and connection roles, work with relationship hierarchy visualization

Currency and Exchange rate Setup

Period and Fiscal Year Setup

Date Interval

Reason Codes

Period Allocations

Chart of Accounts

Financial Dimensions

Financial Dimensions Sets

Main Account Categories

Create Main Accounts

Configure Account Structure

Accounts for Automatic Transactions

Inquiries and Reports for Chart of Accounts

Journal Setup

Journal Names Demonstration

Journal Control

Journals Description

Balance Control Accounts

Bank Transaction Types & Groups

Cash & Bank Management Parameters

Payment Purpose Codes

Bank Groups

Bank Accounts

Bank Remittance

Payments Reversal

Reconcile a bank Account

create and release products and product variants

create and apply product templates

create bills of materials (BOMs)

identify the purpose and capabilities of the product configuration models

create and configure category hierarchies

configure catch weights

create direct-delivery products

create and manage inventory dimensions

create item groups and item model groups

create and print product labels

create and assign bar codes and Global Trade Identification Number (GTIN) codes

create product attributes

configure product unit conversions

configure default order settings

describe inventory costing methods

configure Costing versions for standard and planned costs

configure and default purchase prices, default sales prices, and trade agreements

set up inventory management parameters and journals

configure and perform quality control and quality management processes

configure inventory valuation reports

configure ABC classifications

configure inventory closing components

implement inventory breakdowns

create and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals

create and process transfer orders

process quarantine orders

process quality orders

perform inventory closings and adjustments

apply inventory blocking

create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs)

configure change management processes

configure and apply vendor rebates

implement and manage consignment inventory

manage over and under deliveries and delivery schedules

configure procurement categories and purchasing policies

configure charges

configure quotations, sales orders, and return orders

configure sales groups and commissions

configure and manage discounts and price groups

configure customer, product, and prospect searches

implement and manage leads and prospects

configure and process inter-company trade relations documents

create sites, warehouses, locations, location formats, location profiles, location types, and zones

implement location directives

configure Inventory Statuses, unit sequence groups, and reservation hierarchies

implement wave, load, and work templates

configure mobile device menus, menu items, and display settings

identify inventory movement processes

perform cycle counting

process inbound and outbound orders

process shipments

describe the replenishment process including buyers’ push and cross-docking

configure shipping carriers and carrier groups

perform planning and executing of loads and shipments

configure and generate freight bills and invoices

configure rout plans and guides

configure route and rate engines

configure and use dock appointment scheduling

Creating Visual Studio Team Services Project

Connecting Visual Studio To Visual Studio Team Services

• Patching AX With Metadata Updates 11

• Patching AX With Binary Updates

Creating A New Model And Package

Configuring Project And Build Options

Creating a Label File

Creating Enumerated Types

• Using Enums For Comparison and Status

• Extensibility In Base Enums

Creating Extended Data Types

Creating a Set Up And Parameter Tables

• Copying And Pasting Methods to Save Time

• Optimistic Concurrency And Selectforupdate

Creating Main Data Tables

Creating Order Header Tables

Creating Order Line Tables

Creating Menu Structure

Creating a Parameter Form

Creating Menu Items

Creating Set Up Forms

Creating Details Master (Main Table) Forms

Creating a Details Transaction (Order Entry) Forms

Creating Form Parts

Create Tiles With Counters for the Workspace

Creating a Workspace

Creating a Handler Class Using the Application Extension Factory

Hooking Up a Number Sequence

• Number Sequence Set Up

• Hooking Up the Number Sequence

Creating a Create Dialog for Details Transaction Forms

Creating a Sysoperation Process

• Executing Code Using the Batch Framework

• Calling a Process From a Form

• Using the Data Contract to Make Changes to the Dialog

Adding an Interface to Sysoperation Framework