Microsoft Dynamics NAV Training Days

Dynamics NAV Training Days

On this page you can view the full agenda for each training day:

To register for a training day, please complete our registration form below.

Each training day starts at 09:45 and ends at 16:30 and will either be held in our offices in Burgess Hill, Sussex or our offices in Solihull.

Please note: Customers on a support contract will receive two free training places each year, additional places will incur a cost of £175 per person, per session.

Customers without a support contract can purchase training days for £175 per person, per session.


Introduction to Dynamics NAV – Overview

Session 1 – Introduction to Dynamics NAV
The first session in the day gives an overview of how Dynamics NAV works as an enterprise resource planning (ERP) solution. It is designed to help users gain a high level understanding of Dynamics NAV’s capabilities, as a fully integrated solution.

Session 2 – User interface and personalisation
The aim of this session is to make Dynamics NAV simpler to use. Many NAV users are unaware of just how configurable Dynamics NAV is, and as a result spend a lot of time navigating around the user interface of a role centre that isn’t suitable for them. In this section, we will show you how you can make your NAV experience an intuitive one.

Session 3 – Basic functionalities
In this session, we hope to arm users with handy tips and tricks to make NAV work more effectively for them.

Session 4 – Master data for the sales and purchase process
Here, we will look at the components that make up a ‘master data’ record, and take a look at the fields that are most important to users.

Session 5 – Process sales and purchases
In this session we will look at the start to finish process for both sales & purchase, in order to give users a better understanding of exactly how records are used throughout NAV.

*subject to change without notice


Finance Training Day – Overview

Session 1 – Payables and receivables
The first session of the day will cover some of the general features within the payables and receivables area of NAV. We will look at the use of master data templates to control data creation and improve efficiency. We will also look at some of the financial processes around payables and receivables and how NAV can be used to improve control and efficiency.

Session 2 – Cash flow forecasting
The cash flow forecasting module is an optional activity which can be completed inside NAV. The cash flow calculation can be fed from many different sources within NAV in real-time, which is an advantage over calculating your cash flow position using external means. We will explore the features on offer within the cash flow forecasting module, and how this can be utilised within your business.

Session 3 – Budgets
As with cash flow forecasts, budgets are an entirely optional feature within NAV. As a result, much of the budgeting activity is done externally to NAV in programs such as excel, because this is where users work most comfortably. NAV offers many benefits when incorporating budgeted values into its system, which can be achieved quite easily through copying existing actuals as well as importing from excel. In this session we will look at the full budgeting capability of NAV.

Session 4 – Year end procedure
Although in theory the year end procedure is quite a simple one, we understand the issues which users can encounter when performing this activity. This is mainly due to how infrequently users are required to close the year. We will go through the process from start to finish and illustrate best practice.

Session 5 – Reporting and analysis
The final session of the day will focus on the reporting and analysis tools available within the financial module. These tools can be used to analyse the general ledger in detail reducing the need to use external reporting suites.

*subject to change without notice


Reporting Training Day – Overview

Session 1 – Account schedules
In this session, we will show you how to configure your financial reporting and show you the data needed when using the standard reporting functionality within your general ledger.

Session 2 – Sales & purchase analysis
Here we will help you to create your reports within Dynamics NAV in order to analyse customer, vendor, and stock using the sales analysis reports.

Session 3 – Generic charts for role centres
NAV has a lot of data all about your business, we will go through how to view this data in a user friendly and graphical fashion, and make it available on your role centre for instant analysis.

Session 4 – Reporting using other Microsoft products
As part of the Microsoft software, Dynamics NAV links to other Microsoft products seamlessly, making reporting in other formats simple and user friendly.

*subject to change without notice


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