Business Process Walkthroughs
This selection of walkthroughs provides step-by-step, end-to-end business processes that you can perform using the CRONUS International Ltd. demonstration company. The walkthroughs consist of multiple procedures, some of which would normally be performed by one user, while others incorporate several different user roles. In order to simulate the working environment, some of the walkthroughs contain setup steps necessary to complete the exercises as described. These steps can provide insight into the kind of information users need to share with their company's IT professionals.
The walkthroughs are complete scenarios, and should be performed from beginning to end for the greatest benefit. Many are based on Dynamics NAV demonstrations, and enable you to try those procedures yourself, at your own pace.
To avoid having to log in as many different profiles, navigation steps in the walkthroughs are based on department menus and not on the Role Centers.
| To | See |
|---|---|
| Set up a marketing campaign | Walkthrough: Conducting a Sales Campaign |
| Use prepayments to part of sales orders | Walkthrough: Setting Up and Invoicing Sales Prepayments |
| Set up approval users, when and how the users receive notification about approval workflows, and then modify and enable the relevant approval workflow. | Walkthrough: Setting Up and Using a Purchase Approval Workflow |
| Put received items away in basic warehouse configurations | Walkthrough: Receiving and Putting Away in Basic Warehouse Configurations |
| Put received items away in advanced warehouse configurations | Walkthrough: Receiving and Putting Away in advanced warehouse configurations |
| Plan supply orders to fulfill demand manually | Walkthrough: Planning Supplies Manually |
| Plan supply orders to fulfill demand automatically | Walkthrough: Planning Supplies Automatically |
| Assemble and ship items that are customized on the sales order | Walkthrough: Selling, Assembling, and Shipping Kits |
| Plan a project, from start to finish | Walkthrough: Managing Projects with Jobs |
| Understand the costs of a job | Walkthrough: Calculating Work in Process for a Job |
| Pick items for shipment in basic warehouse configurations | Walkthrough: Picking and Shipping in Basic Warehouse Configurations |
| Implement defects management | Walkthrough: Tracing Serial-Lot Numbers |