Best Dynamics Nav Courses

Find the best online Dynamics Nav Courses for you. The courses are sorted based on popularity and user ratings. We do not allow paid placements in any of our rankings. We also have a separate page listing only the Free Dynamics Nav Courses.

Essential Microsoft Dynamics 365 for the Administrator

Baseline administration, Data Management, and Customization for the Microsoft Dynamics 365 Curious...

Created by Owen Scott - On-Demand Technical Training and Consulting

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Students: 669, Price: Free

Students: 669, Price:  Free

This free course is a gift to the Dynamics 365 Customer Engagement (Sales and Service) community, delivered by Owen Scott -  a 14-year veteran of the platform.  The intention of this course is not only to introduce some of the fundamental elements of administration, including the first steps required to get started deploying Microsoft Dynamics 365, but also to provide some slightly more advanced topics, like integration with Microsoft 365, data management, how and why to use Global Option sets, field relationship mapping, and a module to walk the student through a tiny case study for the software development lifecycle of Requirements, Analysis, Design and Deployment of a simple solution within Dynamics 365.

This course is also intended to provide a community forum by one of the foremost leaders of the Microsoft Dynamics 365 community. Owen Scott has delivered Microsoft Dynamics 365 over 100 times for small businesses, and more than 30 times for the Enterprise, providing solutions for Aerospace, Manufacturing, Healthcare, State and Local Governments, Higher Education, K-12, Financial Services, Real Estate, and the Entertainment industries, just to name a few. Interaction with this course will help inform a more comprehensive course offering planned to be released within the next eight months or so. Ideas and interest in topics expressed by the students of this course will influence what we cover, so feel free to communicate with Owen during this course!

Module Customizations in Zoho CRM

Learn about the customization options in Zoho CRM that is needed to fit your business

Created by Zoho CRM Academy - User Education

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Students: 634, Price: Free

Students: 634, Price:  Free

Modules are the building blocks in Zoho CRM and are represented as tabs like Leads, Contacts, Accounts, Deals, etc. They group related data and help you perform actions on those records, such as sending emails, performing mass actions, sorting and viewing a set of records that match the given criteria, etc. It is essential to customize modules so as to make them a better fit for your business process. Using the What-You-See-Is-What-You-Get (WYSIWYG) Module Editor you can easily create/edit modules in Zoho CRM. Other customization options include renaming modules, adding fields and sections to store relevant information, setting permission on who can edit the fields, and more.

Sometimes, the standard, predefined modules present in Zoho CRM do not always meet your business requirements. In such a case, Zoho CRM lets you create new modules depending on your business needs.

In this course, you will be able to:

  • Understand all about modules, the system-defined standard modules available, and the kind of data that you can store in them.

  • Customize the standard modules and also create modules as per your business requirements.

  • Learn about the various fields, their purpose, and usage.

  • Create module views (List, Kanban, Canvas) to filter our specific records and view them.

  • Find out the ways to search specific records in modules.

  • Create multiple layouts to manage different brands.

  • Understand many-to-many data relationships in CRM.

Introduction to the Salesforce ecosystem and way forward

Say hello to the world of 'Salesforce'

Created by Chaitanaya Sethi - Salesforce Consultant

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Students: 517, Price: Free

Students: 517, Price:  Free

Salesforce has been, "Talk of the Town" these days, and this quick course/guide aims to help you know the Salesforce ecosystem, its nuances, etc. The aim is to show the way forward in becoming a Full-stack Salesforce Consultant and carve the way for an outstanding career. Gear up yourself for a high paying and satisfying career in the world of Salesforce.

Microsoft Dynamics 365 For Beginners – Startup guide

Understand what is Dynamics 365, Customer engagement (CRM) and how to become a Dynamics 365 Consultant

Created by Firoz Muhammed | Microsoft Certified Trainer | Dynamics 365 Architect - Dynamics 365 Solution Architect, Microsoft Certified Trainer

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Students: 494, Price: Free

Students: 494, Price:  Free

MICROSOFT DYNAMICS 365 CRM FOR BEGINNERS - STARTUP GUIDE

This video course is your startup guide to Microsoft Dynamics 365 Customer Engagement. This is course will walk you through the basic topics such as what is Dynamics 365, applications included in Dynamics 365 and the history of dynamics 365 and Dynamics CRM.

Dynamics 365 Customer Engagement is the upgraded version of Dynamics CRM, which is one of the leading CRM application suite in the market. Using Dynamics 365 CRM, businesses can manage their customer engagement activities such as sales, customer service, marketing ,field services end to end.

Dynamics 365 CRM/CE has 5 applications in the suite, they are:

  1. Sales

  2. Customer service

  3. Marketing

  4. Field services

  5. Project Service Automation (PSA).

These applications help businesses to manage their sales, customer service, field service operations online, while the standard functionality of the applications can be customized using UI and code.

In this course, you will also learn about the job opportunities for Dynamics 365 CE/CRM consultants, and also the job roles and responsibilities. And we present you the learning path for Dynamics 365 CRM consultants, that will help you start on a Dynamics 365 career.

WHAT YOU WILL LEARN FROM THIS COURSE

  • Course Overview

  • What is Dynamics 365

  • Applications suites in Dynamics 365

  • What is Dynamics 365 FNO, BC and CE

  • Understand Dynamics 365 Vs Dynamics CRM

  • Dynamics 365 CRM Vs other CRMs

  • Applications in Dynamics 365 CRM

  • Dynamics 365 CRM job roles

  • Job opportunities for Dynamics 365 CRM

  • Dynamics 365 learning path

  • Dynamics 365 Certifications

WHO SHOULD ATTEND THIS COURSE

Anyone can attend this course as long as you want to become a Dynamics 365 CE + PowerApps developer but this course would make more sense if you are any of the following:

  • CRM Consultants

  • Students

  • .NET developers

JOB OPPORTUNITIES FOR DYNAMICS 365 CONSULTANTS

• Dynamics 365 provides an amazing job opportunity. There is a need for more developers in the market than functional consultants and administrators. 1:5 Ratio of functional Consultant to developers

• Average Salary $80,000 to $120,000 per annum for experienced 5-10 years developer.

DETAILED COURSE CONTENTS

Section 1: Course Overview

Lecture 1 - Course Overview

Lecture 2 - What you would learn

Lecture 3 - Target Audience

Lecture 4 - Course Pre-requisite

Lecture 5 - Course Outline

Lecture 6 - About the trainer

Section 2: Dynamics 365 Overview

Lecture 7 - Introduction to Dynamics 365

Lecture 8 - Applications Suites in Dynamics 365

Lecture 9 - Dynamics 365 Finance and Operations

Lecture 10 - Dynamics 365 Business Central

Lecture 11 - Dynamics 365 Customer Engagement

Section 3: Dynamics 365 Customer Engagement

Lecture 12 - Dynamics 365 Customer Engagement in detail

Lecture 13 - History of Dynamics 365 & Dynamics CRM

Lecture 14 - Dynamics 365 CE Vs Dynamics CRM

Lecture 15 - Apps in Dynamics 365 CE

Lecture 16 - Dynamics 365 CE Vs Other CRMs

Lecture 17 - Dynamics 365 CE Deployment Models

Section 4: How to become a D365 CE developer / Consultant

Lecture 18 - Understanding Dynamics 365 CE Job Roles

Lecture 19 - Dynamics 365 CE Job Responsibilities

Lecture 20 - Dynamics 365 CE Developer Skillset

Lecture 21 - Dynamics 365 CE Developer Learning Path

Lecture 22 - Dynamics 365 CE  Job Opportunities

Lecture 23 - Dynamics 365 CE Certifications

PRE-REQUIESITES TO ATTEND THIS COURSE

  • A PC and good internet connection

  • internet to learn an amazing and interesting technology

By the end of this course series you will be an expert Dynamics 365 CE + PowerApps developer :)

STUDENT SUPPORT

You will never let you down! For all your queries related to the course will be answered in 48 hours on best effort basis.

User Management in Zoho CRM – User license, Roles & Profiles

Connecting the dots of user licenses, roles and profile

Created by Zoho CRM Academy - User Education

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Students: 425, Price: Free

Students: 425, Price:  Free

One of the most fundamental subjects in CRM Administration is user management. It allows you to map your team structure and specify roles and responsibilities for every individual in your CRM system. How do you map your organizational structures and what are the most important concepts to understand for user management? Take this course to learn more about and get started with user management.

By the end of this course, the learner will be able to

  • Explain organizational structures in businesses

  • Understand the need to map organizational hierarchies to a CRM

  • Explain Zoho CRM's user licensing model

  • Map the organization hierarchy to CRM using roles

  • Define user privileges in CRM using profiles

Take part 1 and part 2 of User Management in Zoho CRM to get started with setting up user administration.

Dynamics NAV – Setup new company from Scratch.

Learn how to set up a completely new company from scratch in Dynamics NAV, incl. Download and Install.

Created by Thomas Terkelsen - Dynamics NAV Consultant

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Students: 212, Price: $24.99

Students: 212, Price:  Paid

This course takes you through the process of installing and setting up Dynamics NAV from scratch, whereas my other courses go into depth in various parts of NAV such as warehouse, manufacturing, finance and much more.

This course is for the up-and coming NAV consultant or the more experienced one who needs a brush-up on all the basics. It is for the small-business owner who wants to implement NAV himself or for the company in the process of evaluating multiple different ERP systems before committing to a particular one.

The course consists of 2 videos, where the first video shows you how to download and install Dynamics NAV. The second video, which is the main video of the course, shows you how to set up a new company to use for Finance, Purchase and Sales.

At the end of this course you'll have learned and understood the basics of:
- Download and install NAV.
- Create new Company for buying and selling goods and services.
- Create new fiscal year.
- Chart of Accounts

- General Business Posting Groups
- General Product Posting Groups
- VAT Business Posting Groups
- VAT Product Posting Groups
- Customer Posting Groups
- Vendor Posting Groups

- Customers
- Items
- Vendors
- Bank Accounts
- Bank Account Posting Groups

- Create and post a Purchase Invoice.
- Look at the Posted Purchase Invoice.
- Look at the general ledger entries from this purchase.
- Create and post a Sales Invoice.
- Look a the Posted Purchase Invoice
- Look at the general ledger entries from this sale.

Getting your emails set up in CRM

Bring your business emails and customer data in a single platform for contextual information.

Created by Zoho CRM Academy - User Education

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Students: 200, Price: Free

Students: 200, Price:  Free

The key to a successful business depends on effective communication with your customers. Your CRM is a central hub of shared information and your email inbox is a record of all your important communication. What if you had them both in the same place? There will be no need to switch between your Inbox and CRM. You will gain better insights into your business, with the power of an email inbox within your CRM account. The contextual view of email conversations along with the customers’ details can help you plan future communication strategies. Additionally, with SalesInbox (an exclusive email inbox designed for salespeople), you can prioritize customer interactions based on the sales context. You can easily identify if the email is from your contact, a prospect, or a colleague. This way, customer conversations are already sorted for you based on priority, so you don't miss any important ones.

In this course, you will be able to:

  • Recognize the importance of having your email inbox in Zoho CRM.

  • Understand the difference between IMAP and POP protocols for email integration.

  • Set up email integration within Zoho CRM.

  • Effectively send and receive emails within Zoho CRM.

  • Recognize and perform various email operations such as mass emails, organization emails, BCC dropbox, email parser, and email sharing.

  • Analyze how an email has performed using email insights.

  • Identify and employ SalesInbox as an email client for salespeople.

Dynamics NAV / Business Central – System basics 1/2

System history, system base settings, system Ledgers.Logging and system layout.Personalizations, data searching and more

Created by Marcin Bekieszczuk - Dynamics Business Central (NAV) consultant and instructor

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Students: 14, Price: $44.99

Students: 14, Price:  Paid

The aim of the course is to provide the trainee with knowledge of the Dynamics Business Central (Dynamics NAV) System basics. The course clearly and comprehensively introduces the participant to the System Basics.

This course is the first part (1/2) of the Dynamics NAV / Business Central System basics cycle:

  1. System history, system base settings, system Ledgers.Logging and system layout. Personalizations, data searching, and more

  2. System modules overview: General Ledger, Items and Resources, Manufacturing, Jobs, Service, Sales, and Purchase

In this course:

System personalizations

  • Custom changes on Ribbons

  • Factboxes

  • Saving filtered views

Data searching and filtering

  • Filtering data on lists

  • Filtering Text fields

  • Filtering numeric values

  • Filtering Dates

  • Limit Totals filters

Keyboard Shortcuts

  • General system Keyboard shortcuts

  • Keyboard shortcuts on documents

System history and features

  • System history

  • System advantages and features

System data management

  • Settings tables

  • System Ledgers

  • Posting System transactions

Logging and system layout

  • System Versions

  • System Logging

  • System basic layout and functions

Role Centers

  • System Menu and Ribbon

  • User Personalization setup

  • Ribbon changes

  • System Tabs changes

After completing the course, the trainee will have a thorough understanding of the System Basics within Dynamics Business Central (NAV) and will be able to independently operate the advanced functionalities.

Dynamics NAV, Business Central course is suitable for all Dynamics NAV and Business Central versions, using Windows Client. Apart from some minor changes, the main functions, system rules, and methodologies haven’t changed through the years for different system versions. Most of the changes apply to the User interface, but finding the functions on buttons or ribbons doesn’t pose much trouble.

The course has been created for an advanced user in the Financial Module with a solid understanding of finance and the system. If you are new to the Dynamics community, we recommend that you complete the Financial management Basics and System Basics Course first.

The course is conducted using Dynamics 365 Business Central 14 W1, and it suits NAV 2009 RTC, NAV 2013, NAV 2013 R2, NAV 2015, NAV 2016, NAV 2017, NAV 2018.

Dynamics NAV / Business Central – System basics 2/2

System modules overview: General Ledger, Items and Resources, Manufacturing, Jobs, Service, Sales and Purchase

Created by Marcin Bekieszczuk - Dynamics Business Central (NAV) consultant and instructor

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Students: 10, Price: $44.99

Students: 10, Price:  Paid

The aim of the course is to provide the trainee with knowledge of the Dynamics Business Central (Dynamics NAV) System basics. The course clearly and comprehensively introduces the participant to the System Basics.

This course is the last part (2/2) of the Dynamics NAV / Business Central System basics cycle:

  1. System history, system base settings, system Ledgers.Logging and system layout. Personalizations, data searching, and more

  2. System modules overview: General Ledger, Items and Resources, Manufacturing, Jobs, Service, Sales, and Purchase

The issues discussed are divided into separate sections in such a way as to segregate knowledge. Thanks to this, the student can conveniently return to the topic that interests him and repeat the material.

In this course:

General Ledger overview

  • Chart of Accounts and General Ledger Entries

  • General Ledger Entries with Dimensions

  • Excel and Word integration

  • Adding new G/L Account

  • G/L Budgets

  • General Journals overview

  • Posting General Journals

  • Applying entries in General Journals

  • System Dimensions overview

  • Analyzing data using Account Schedules

  • Bank Reconciliation Journal - Import and Export

  • New Fixed Asset Card

  • Calculating Fixed Assets Depreciation

  • Fixed Assets reports

System modules overview

  • Items and Resources

  • Basic Inventory documents

  • Purchase Process - Vendor and Vendor Ledger Entries

  • Sales Process - Customer and Customer Ledger Entries

  • Items and process overview

  • Jobs

  • Service Management

  • HR and Approvals

After completing the course, the trainee will have a thorough understanding of the System Basics within Dynamics Business Central (NAV) and will be able to independently operate the advanced functionalities.

Dynamics NAV, Business Central course is suitable for all Dynamics NAV and Business Central versions, using Windows Client. Apart from some minor changes, the main functions, system rules, and methodologies haven’t changed through the years for different system versions. Most of the changes apply to the User interface, but finding the functions on buttons or ribbons doesn’t pose much trouble.

The course is conducted using Dynamics 365 Business Central 14 W1, and it suits NAV 2009 RTC, NAV 2013, NAV 2013 R2, NAV 2015, NAV 2016, NAV 2017, NAV 2018.

Dynamics NAV / Business Central – Financial Mgmt. Basic 1/4

General Ledger - Chart of Accounts, GL Entries overview and filtering, General Journals setup and posting and more

Created by Marcin Bekieszczuk - Dynamics Business Central (NAV) consultant and instructor

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Students: 4, Price: $44.99

Students: 4, Price:  Paid

The aim of the course is to provide the trainee with basic knowledge of the Dynamics Business Central (Dynamics NAV) Financial Management module. The course clearly and comprehensively introduces the participant to the elementary aspects of General Ledger.

This course is the first part (1/4) of the Dynamics NAV / Business Central Finance Management Basic cycle:

  1. General Ledger, Chart of Accounts, GL Entries filtering, General Journals setup, posting, and more

  2. Bank Accounts overview and setup, G/L Budgets Mgmt. and reporting, VAT setup and postings groups, VAT transactions

  3. Customer overview and setup, Customer Ledger entries filtering and reporting, Invoice and Credit Memos postings

  4. Vendor overview and setup, Vendor Ledger entries filtering and reporting, Invoice and Credit Memos postings

In this course:

Chart  of Accounts

  • General Ledger Accounts overview, using Card and List

  • G/L Accounts sorting and numbering

  • Chart of Accounts totaling options

  • Deleting Accounts

General Ledger entries

  • Finding and filtering General Ledger entries

  • Using Dimensions in GL  entries

  • Limit Totals filter

General Journal

  • Defining Journals

  • Journal numbering

  • Source and Reason Codes

  • General Journal functions and dimensions

  • Reversing transactions

  • Applying entries in General Journals

  • Posting Journals with two Currencies

  • Posting sales and purchase invoices in General Journal

After completing the course, the trainee will know the basics of the Financial Module within Dynamics Business Central (NAV) and will be able to independently operate the basic functionalities.

Dynamics NAV, Business Central - General Ledger course is suitable for all Dynamics NAV and Business Central versions, using Windows Client. Apart from some minor changes, the main functions, system rules, and methodologies haven’t changed through the years for different system versions. Most of the changes apply to the User interface, but finding the functions on buttons or ribbons doesn’t pose much trouble.

The course has been created for a beginner in the Financial Module with a basic understanding of finance and the system. If you are new to the Dynamics community, we recommend that you complete the System Basics Course first.

The course is conducted using Dynamics 365 Business Central 14 W1, and it suits NAV 2009 RTC, NAV 2013, NAV 2013 R2, NAV 2015, NAV 2016, NAV 2017, NAV 2018.