MS Dynamics NAV Workshop – Sales and Receivables (NAV07)

Microsoft, Dynamics 365 Business Central

This hands-on workshop is aimed at users active in the sales area — accountants, sales reps, billing clerks and warehouse staff. Offered in two levels (basic and advanced), it focuses on sales processes, system navigation, configuration and practical NAV tasks for daily work.

You will work with customer records and the full sales cycle: quotes, sales orders, invoices and credit notes. The course shows posting flows, handling returns, running reports and using filters, plus practical examples and periodic sales activities in NAV.

THIS TRAINING COURSE WILL HELP YOU:

  • Process quotes, sales orders and blanket orders
  • Create and post invoices and credit notes
  • Handle returns and incoming return orders
  • View and analyse posted documents and deliveries
  • Run reports and apply filters for sales insights

WHO SHOULD ATTEND?

  • Accountants and financial users
  • Sales representatives and account managers
  • Billing clerks and invoicing staff
  • Warehouse personnel handling sales shipments

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
  • Menu overview
  • Function keys
  • Settings
  • Customer master (customer card)
  • Quotes, Sales orders, Blanket orders, examples
  • Invoices, examples
  • Credit memos, Return orders, examples
  • Posted documents
    1. deliveries
    2. invoices
    3. credit memos
    4. return receipts
  • Reports – example of using filters
  • Periodic activities
Prerequisites:
Basic knowledge of the Windows environment is required.
Schedule:
2 days (9:00-17:00)

Training and learning environment