Manage business solutions with Microsoft Dynamics 365 Business Central

Outline

• Create new companies in Business Central
  • Introduction - Create new companies with setup data
  • Create new companies without data
  • Create new companies with setup and demo data
  • Set up a demo company with manufacturing data
  • Create a configuration worksheet
  • Create and use a configuration package
  • Create a new company by copying data from an existing company
  • Set up company information
  • Exercise - Create a company with demo data
  • Module assessment
• Manage users and implement security in Dynamics 365 Business Central
  • Introduction - Add users
  • Create security groups
  • Implement permissions and permission sets
  • Configure user access times and logging
  • Understand users, profiles, and role centers
  • Perform user-specific setup
  • Auditing changes
  • Exercise - Add a new user
  • Module assessment
• Set up number series and trail codes in Dynamics 365 Business Central
  • Introduction to setting up number series
  • Assign number series and number series relationships
  • Suggest number series with Copilot
  • Set up trail codes
  • Exercise - Create a number series
  • Check your knowledge
• Migrate data to Business Central
  • Introduction - Data migration concepts
  • Use the data migration assisted setup
  • Work with data templates
  • Import data from Excel
  • Migrate data using the Copy data from company function in the configuration worksheet
  • Create journal opening balances
  • Import business data from other finance systems
  • Set up a company with configuration tools
  • Set up and sync master data across companies
  • Exercise - Create a new customer template
  • Module assessment
• Create workflows in Dynamics 365 Business Central
  • Create a workflow manually
  • Create a workflow from workflow templates
  • Create a Power Automate flow
  • Set up users
  • Set up notifications
  • Set up approval workflows by using Assisted Setup
  • Module assessment
• Set up general ledger configuration options in Dynamics 365 Business Central
  • Set up the General FastTab
  • Set up the Dimensions FastTab
  • Set up the Background Posting FastTab
  • Set up the Reporting FastTab
  • Set up the Application FastTab
  • Enable data check
  • Module assessment
• Set up the chart of accounts in Dynamics 365 Business Central
  • Introduction to setting up G/L accounts
  • Use the chart of accounts
  • Set up account categories and subcategories
  • Maintain the chart of accounts
  • Review general ledger entries
  • Module assessment
• Set up posting groups in Dynamics 365 Business Central
  • Introduction - Set up and assign specific posting groups
  • Allow multiple posting groups for customers, vendors, and employees
  • Set up and assign inventory posting groups
  • General posting groups
  • Configure the general posting setup page
  • Exercise - Set up and assign a customer posting group
  • Module assessment
• Set up general journal templates in Dynamics 365 Business Central
  • Introduction - Set up general journal templates
  • Set up general journal batches
  • Use business documents with general journal templates
  • Module assessment
• Set up currencies and exchange rates in Dynamics 365 Business Central
  • Introduction - Set up currencies
  • Enter currency exchange rates
  • Set up and use exchange rate services
  • Assign currencies to customers, vendors, and bank accounts
  • Revalue general ledger account balances
  • Module assessment
• Set up cash management in Dynamics 365 Business Central
  • Introduction - Create bank accounts
  • Describe data exchange definitions
  • Configure payment methods
  • Set up customers and vendors in cash management
  • Relationship between customer and customer ledger entries
  • Relationship between vendor and vendor ledger entries
  • Set up customer bank accounts
  • Set up vendor bank accounts
  • Consolidate customer and vendor balances
  • Set up payment registration
  • Enable customer payments through payment services
  • Module assessment
• Use general ledger allocations in Business Central
  • Set up allocation accounts
  • Use allocation accounts in documents
  • Use allocation accounts in journals
  • Module assessment
• Set up dimensions in Dynamics 365 Business Central
  • Introduction - Set up dimensions and dimension values
  • Manually enter dimensions in a sales order
  • Set up global and shortcut dimensions
  • Set up default dimensions
  • Set up default dimensions for account types
  • Set up default dimension priorities
  • Set up dimension combinations
  • Exercise - Set up a dimension with dimension values
  • Module assessment
• Configure financial reports in Dynamics 365 Business Central
  • Introduction to setting up financial reports
  • Create column definitions
  • Use preconfigured financial reports
  • Use statistical accounts in financial reports
  • Export your financial reports to Excel
  • Set up and use job queues
  • Exercise - Create a financial report
  • Module assessment
• Close a fiscal year in Dynamics 365 Business Central
  • Introduction - Create new accounting periods
  • Allow and disallow posting
  • Close a fiscal year
  • Exercise - Create a new fiscal year
  • Exercise - Post an entry into a closed fiscal year
  • Module assessment
• Create fixed asset classes, subclasses, and locations in Dynamics 365 Business Central
  • Introduction to create fixed asset classes, subclasses, and locations
  • Create fixed asset subclasses
  • Create fixed asset locations
  • Exercise - Create a new fixed asset subclass
  • Module assessment
• Set up main assets and asset components in Dynamics 365 Business Central
  • Introduction to setting up main assets and asset components
  • Analyze main assets and asset components
  • Exercise - Set up a main asset and an asset component
  • Module assessment
• Configure depreciation books in Dynamics 365 Business Central
  • Introduction to setting up a depreciation book
  • Configure the fixed asset posting type setup
  • Configure the fixed asset journal setup
  • Copy a depreciation book
  • Exercise - Set up a new depreciation book
  • Module assessment
• Configure fixed asset depreciations in Dynamics 365 Business Central
  • Introduction to depreciation methods
  • Set up fixed asset depreciation methods
  • Module assessment
• Budget fixed assets in Dynamics 365 Business Central
  • Calculate budgeted depreciation
  • Copy fixed asset transactions to a G/L budget
  • Purchase a budgeted asset
  • Exercise - Budget a fixed asset
  • Module assessment
• Set up Trade in Microsoft Dynamics 365 Business Central
  • Purchases and payables setup
  • Set up locations
  • Inventory setup
  • Configure core item settings
  • Module assessment
• Work with Trade master data in Microsoft Dynamics 365 Business Central
  • Differentiate between costing methods
  • Set up units of measure
  • Assign characteristics to an item
  • Use Copilot to create AI-powered marketing texts
  • Set up item categories
  • Manage customers
  • Merge customer accounts
  • Manage vendors
  • Merge vendor accounts
  • Manage resources
  • Configure salespeople and purchasers
  • Use templates to create master data
  • Exercise - Create a new item and a new location and link them to a vendor
  • Module assessment
• Get started with warehouse management in Dynamics 365 Business Central
  • Reasons to use warehouse management in Business Central
  • Set up a warehouse as a location
  • Set up a demo company with complete sample data
  • Configure a Warehouse Management System location
  • Create warehouse employees
  • Exercise - Create a location for the north warehouse
  • Module assessment
• Control inventory at multiple locations in Dynamics 365 Business Central
  • Create stockkeeping units
  • Update a stockkeeping unit
  • Require the entry of locations and variants
  • Module assessment
• Set up purchase prices and discounts in Dynamics 365 Business Central
  • Introduction - Set up purchase prices
  • Use special prices in purchase orders
  • Set up line discounts
  • Set up invoice discounts
  • Module assessment
• Manage sales prices in Dynamics 365 Business Central
  • Introduction - Set up sales prices for a customer
  • Set up sales prices for customer groups
  • Use special prices in sales orders
  • Create new sales prices
  • Bulk edit the unit price on the item card
  • Exercise - Create a special price for a customer
  • Module assessment
• Set up discounts for your customers in Dynamics 365 Business Central
  • Introduction - Set up line discounts
  • Use line discounts when selling items to customers
  • Set up invoice discounts
  • Use invoice discounts when selling items to customers
  • Manage the new sales pricing experience
  • Exercise - set up invoice discounts
  • Module assessment
• User interface essentials in Dynamics 365 Business Central
  • Introduction to the user interface - The app bar
  • App launcher
  • Business Central main pages
  • Search for Page or the Tell Me icon
  • Search for a record in your data
  • My settings
  • Get help
  • Chat with Copilot
  • Tour Business Central
  • Different types of pages in the user interface
  • Use the Role Explorer
  • More user interface features
  • Exercise - Assign another role center, use the search for page icon, and find and use keyboard shortcuts
  • Module assessment
• Personalize the Microsoft Dynamics 365 Business Central user interface
  • Introduction - Personalize the Business Central user interface
  • Personalize the Role Center
  • Personalize list and card pages
  • Personalize document pages and add fields
  • Customize pages for profiles
  • Exercise - Personalize the customer list and clear personalization
  • Module assessment
• Search, filter, sort, and select data in Business Central
  • Introduction - Sort and select data
  • Search data
  • Filter data
  • Use data analysis mode to query and analyze data
  • Use the Inspect Pages and Data feature
  • Exercise - Use filter criteria and filter the item list and open in Excel
  • Module assessment
• Create purchase documents in Dynamics 365 Business Central
  • Configure Purchases and Payables Setup
  • Set up payment journals
  • Introduction - Create a purchase quote
  • Create a blanket order
  • Manage blanket purchase orders
  • Manage purchase orders
  • Configure recurring purchase lines
  • Describe responsibility centers
  • Exercise - Create and process a purchase order and review the posted documents
  • Module assessment
• Receive and invoice items in Dynamics 365 Business Central
  • Introduction - Receive items
  • Receive more items than ordered with over-receipt codes
  • Reverse a receipt
  • Process vendor invoices
  • Review posted purchase documents
  • Reverse or correct a posted purchase invoice
  • Check your knowledge
• Processing vendor invoices in Dynamics 365 Business Central
  • Introduction - Invoice from a purchase order
  • Invoice multiple receipts
  • Use deferrals in purchase invoices
  • Module assessment
• Posting prepayment invoices for sales and purchase orders in Dynamics 365 Business Central
  • Introduction - Set up prepayments
  • Assign prepayment percentages
  • Process prepayment sales and purchase orders
  • Correct prepayments
  • Exercise - Set up prepayments
  • Exercise - Process the prepayment
  • Module assessment
• Create sales documents in Dynamics 365 Business Central
  • Configure Sales and Receivables Setup
  • Set up cash receipt journals
  • Introduction - Create a sales quote
  • Create a blanket order
  • Manage sales orders
  • Configure recurring sales lines
  • Offer similar products to your customers
  • Map multiple references to an item
  • Sell catalog items
  • Create purchasing codes
  • Process drop shipments
  • Process special orders
  • Exercise - Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items
  • Module assessment
• Ship and invoice items in Dynamics 365 Business Central
  • Introduction - Ship items to customers
  • Reverse a shipment
  • Invoice customers
  • Review posted sales documents
  • Reverse or correct a posted sales invoice
  • Process prepayment invoices for sales and purchases
  • Module assessment
• Invoicing customers in Dynamics 365 Business Central
  • Introduction - Invoice from a sales order
  • Invoice multiple shipments
  • Review posted transactions
  • Post and Send using Document Sending Profiles and email
  • Include payment services on posted sales invoices
  • Use deferrals with sales documents
  • Exercise - Invoice a customer
  • Module assessment
• Adjust inventory in Dynamics 365 Business Central
  • Assess item relationships
  • Adjust inventory with the item journal
  • Renumber document numbers and preview posting
  • Adjust inventory from the item list or item card
  • Adjust inventory with inventory documents
  • Count inventory with the physical inventory journal
  • Count inventory with physical inventory orders
  • Reclassify items with the item reclassification journal
  • Exercise - Count items
  • Module assessment
• Transfer items in Dynamics 365 Business Central
  • Set up transfers
  • Transfer items
  • Undo transfer shipments
  • Use direct transfers
  • View items in transit
  • Exercise - Set up a transfer route
  • Exercise - Transfer items
  • Check your knowledge
• Analyze list data using data analysis mode in Business Central
  • Prerequisites and getting started
  • Work with data analysis mode
  • Date hierarchies and pivot mode
  • Share data analysis
  • Module assessment
• Configure Business Central for Excel and Power BI
  • Create web services to link Power BI and Business Central
  • Add Business Central as a data source in Power BI
  • Create list data Power BI reports to display in Business Central
  • Configure Business Central apps in Power BI
  • Work with business data in Excel
  • Analyze, group, and pivot data on list pages using data analysis mode
  • Exercise - Create a Business Central web service to use as a Power BI data source
  • Module assessment
• Create and process journal entries in Dynamics 365 Business Central
  • Introduction - Create journal entries
  • Correct dimensions on posted entries
  • Process journal entries
  • Use standard journals
  • Use deferrals in journals
  • Correct journal entries
  • Set up checking documents and journals while you work
  • Process fixed asset disposals
  • Exercise - Create and post a journal entry
  • Module assessment
• Post periodic journal entries in Dynamics 365 Business Central
  • Introduction to recurring journals
  • Allocate amounts
  • Set up bank export and import formats
  • Edit recurring journals in Excel
  • Exercise - Create and post a recurring journal
  • Module assessment
• Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
  • Introduction - Enter payments
  • Apply payments
  • Unapply customer and vendor ledger entries
  • Process payment registrations
  • Set up payment tolerances
  • Set up G/L accounts for payment tolerances
  • Process payment tolerances when posting payments
  • Print customer statements
  • Exercise - Register a customer payment
  • Module assessment
• Perform a bank reconciliation in Dynamics 365 Business Central
  • Introduction to and completing the reconciliation process
  • Post the bank account reconciliation
  • Import a bank statement
  • Reconcile bank accounts with Copilot
  • Undo a bank account reconciliation
  • Module assessment
• Correct entries in Dynamics 365 Business Central
  • Cancel multiple entries
  • Cancel a fixed asset sale
  • Reverse journal postings
  • Module assessment
• Purchase fixed assets in Dynamics 365 Business Central
  • Post the acquisition cost from a journal
  • Post additional acquisition costs
  • Duplicate entries
  • Exercise - Purchase a fixed asset
  • Module assessment
• Calculate and post depreciations in Dynamics 365 Business Central
  • Work with the number of depreciation days
  • Print depreciation reports
  • Exercise - Calculate depreciation
  • Module assessment