MS Dynamics NAV Workshop – Projects (NAV08)

Microsoft, Dynamics 365 Business Central

This workshop is for users working in project-oriented roles—especially sales and finance professionals. It focuses on Microsoft Dynamics NAV project features, practical navigation, and common workflows for managing project data day-to-day.

The course covers menu overview, function keys and system settings for projects, plus project cards, budgeting, journals and periodic tasks. Participants will learn creation, filtering, reporting and navigation to support end-to-end project processing.

THIS TRAINING COURSE WILL HELP YOU:

  • Navigate Dynamics NAV project menus and use function keys
  • Configure project settings, phases, tasks and steps
  • Create and manage project cards and project budgets
  • Post journals, run reports and handle periodic activities

WHO SHOULD ATTEND?

  • Sales staff working with project-based offers
  • Finance and accounting professionals
  • Project managers and coordinators
  • System users who maintain project data

COURSE LOCATION AND AVAILABLE DATES



This course is not scheduled as a public course.
It is delivered exclusively as customised training. The content, duration, date, and delivery format are tailored to the customer's requirements and can also be provided in English.

Request customised training

Course content:

Hide details
  • Introductory training
  • Menu overview
  • Function keys
  • Settings
    1. project settings
    2. account groups
    3. phases
    4. tasks
    5. steps
  • Project master data (Projects)
    1. creating new projects
    2. overview
    3. filtering
    4. project card
  • Project budgeting
  • Project journal
  • Journals, navigation, reports
  • Periodic activities
Prerequisites:
Basic knowledge of the Windows environment is required.
Schedule:
1 day (9:00-17:00)

Training and learning environment