We recently installed Microsoft Nav roll tailored client. I am wondering if there is a template that can be customized to document the procedures for the end user
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We recently installed Microsoft Nav roll tailored client. I am wondering if there is a template that can be customized to document the procedures for the end user
*This post is locked for comments
[quote user="jregan"]I'm looking for a template that captures our customization of each process. ie; how we enter a sales order.[/quote]
There is no finished template available for you, because each NAV database looks different.
In order to create your own document, you could use a free tool which is part of Windows 7 and higher: Problem Steps Recorder.
Or use the PartnerSource or CustomerSource to search for documents that are called "Hands-On Labs". They have been created by Microsoft and show you, how such a document could look like.
I'm looking for a template that captures our customization of each process. ie; how we enter a sales order.
anything like that out there
hi,
look also at these links on MSDN
Microsoft Dynamics NAV 2013 R2 User Experience Guidelines
Have you searched on PartnerSource / CustomerSource? I'd recommend starting with those sites as there are many Dynamics NAV training resources available that you could use as a starting point.
You could also try: www.microsoft.com/learning and dynamics.microsoftelearning.com
Regards,
Rob
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