Dynamics NAV - Finance 101 Training

Duration
1 Day (10:00 - 16:00 BST)
Cost
FREE
Location
Virtual Classroom
Dates
See course booking form below
Course Overview

This training course is aimed at individuals relatively new to the Finance sector and shows the capabilities of the Dynamics NAV solution and its uses.

This course has two variants - one for users of Classic Dynamics NAV and the other for users of Dynamics NAV (previously known as Navision) Role Tailored Client (RTC).

To ensure everyone gets an opportunity to attend our free training courses we have had to apply a limit of 2 people per company per course. You can register for more places and if the course is not full or places become available we will contact you to offer you the extra spaces from: training@thenavpeople.com.

To get the most of your free training you should come along to this only if you have attended our Dynamics NAV Introduction in a Day or have at least 6 months experience.

Agenda

10:00 Welcome & Introduction

10:15 Chart of Accounts

  • COA Structure
  • COA Reporting
  • G/L Card
  • Account Categories 
  • Dimensions
  • Posting Groups

10:45 Journals

  • Templates & Batches
  • General Journals
  • Standard Journals
  • Recurring Journals 

11:30 Receivables Management

  • Customers
  • Payment Terms & Methods
  • Cash Receipt Journal
  • Apply Entries/Un-apply Entries
  • Payment Registration
  • Refunds, Invoices, Credits
  • Recurring Sales Lines

12:30 Lunch Break

13:30 Payables

  • Vendors
  • Payment Terms & Methods
  • Payment Journal
  • Apply Entries/Un-apply Entries
  • Refunds, Invoices, Credits
  • Remittance
  • Deferrals

14:15 Bank Accounts

  • Bank Account Card
  • Bank Reconciliation
  • Bank Statement Import

15:15 Reporting

  • Analysis views
  • Trial Balance by Period, Budget
  • Analysis Mode 
  • Excel Layouts

16:00 Summary & Questions

View available dates and book a place here:

1. Select Type Not sure what NAV type you have

RTC

2. Select a location:

Virtual Classroom

3. Select a date:Select location to view available dates...

12 Sep 2025 - 12 Sep 2025
17 Oct 2025 - 17 Oct 2025