Before you start working with Microsoft Dynamics NAV, you must perform horizontal application-wide setup tasks, such as preparing number series, creating standard text codes, and defining approval workflows. In addition you must perform vertical setup work for each department.

Descriptions on how to use application-wide features are covered under Work with Application-Wide Features.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.


Create the central company information, such as name and address, for use in external business communications.

How to: Enter Company Information

Learn about Multilanguage Functionality

Multilanguage Functionality

Set up an online map service to get maps and directions.

How to: Set Up Online Map

Assign a base calendar to your company and its business partners, such as customers, vendors or locations to calculate delivery and receipt dates on future sales order, purchase order, transfer order and production order lines according to specified working days.

How to: Set Up Base Calendars

Assign unique identification codes to accounts, invoices, and other documents to enable record identification and reduce the number of errors that can occur during data entry.

Create Number Series

Assign codes to text that you use often, extend standard texts by adding extra lines, and use extended texts in documents.

Set Up Standard Text Codes

Set up an approval system so that decision makers can efficiently approve documents, such as purchase orders and sales orders.

Define an Approval Workflow

Learn about and set up responsibility centers, such as cost centers, profit centers, or investment centers.

Set Up Responsibility Centers

Set up Microsoft Dynamics NAVmeetings, contacts, and to-dos to synchronize with Microsoft Outlook calendars, contacts, and tasks.

Synchronizing Microsoft Dynamics NAV with Outlook