Built and optimized for small and medium businesses, Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications. Growing businesses often outgrow their basic accounting software or legacy enterprise resource planning (ERP) systems that are unable to handle increased inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations. Businesses are also challenged with the logistics of providing services that have more scalability, increased mobility, and availability in the cloud. With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimize your operations.
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Course Outline
1. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. 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
8. 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
9. 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
10. 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
11. 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
12. Use general ledger allocations in Business Central
• Set up allocation accounts
• Use allocation accounts in documents
• Use allocation accounts in journals
13. 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
14. 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
15. Close a fiscal year in Dynamics 365 Business Central
• Introduction – Create new accounting periods
• Allow and disallow posting
• Close a fiscal year
16. 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
17. Set up main assets and asset components in Dynamics 365 Business Central
• Introduction to setting up main assets and components
• Analyze main assets and asset components
18. 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
19. Configure fixed asset depreciations in Dynamics 365 Business Central
• Introduction to depreciation methods
• Set up fixed asset depreciation methods
20. Budget fixed assets in Dynamics 365 Business Central
• Calculate budgeted depreciation
• Copy fixed asset transactions to a G/L budget
• Purchase a budgeted asset
21. Set up Trade in Microsoft Dynamics 365 Business Central
• Purchases and payables setup
• Set up locations
• Inventory setup
• Configure core item settings
22. 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
23. 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
24. Control inventory at multiple locations in Dynamics 365 Business Central
• Create stockkeeping units
• Update a stockkeeping unit
• Require the entry of locations and variants
25. 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
26. 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
27. 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
28. 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
29. 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
30. 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
31. 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
32. 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
33. Processing vendor invoices in Dynamics 365 Business Central
• Introduction – Invoice from a purchase order
• Invoice multiple receipts
• Use deferrals in purchase invoices
34. 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
35. 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
36. 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
37. 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
38. 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
39. Transfer items in Dynamics 365 Business Central
• Set up transfers
• Transfer items
• Undo transfer shipments
• Use direct transfers
• View items in transit
40. Analyze list data using data analysis mode in Business Central
• Prerequisites and getting started
• Work with data analysis mode
• Date and pivot mode
• Share data analysis
41. 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
42. 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
43. 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
44. 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
Course Details
• Familiarity with basic business processes.
• A Microsoft 365 account with access to Business Central is helpful.
• Configure financials / Configure sales and purchasing: complete the Set up Business Central learning path, or have equivalent experience setting up and administering Business Central.
• Process sales and purchasing: complete the Configure sales and purchasing in Business Central learning path, or have equivalent experience configuring Business Central for sales and purchasing.
• Process financial operations: complete the Configure financials in Business Central learning path, or have equivalent experience configuring financial management in Business Central.
Candidates for this course are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central. Candidates configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. They may configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Power Platform components. Candidates have applied knowledge of meeting business needs by using Business Central, including basic understanding of financial management, sales, purchasing, and inventory. Candidates for this exam typically specialize in one or more feature sets of Business Central. They understand the role of Business Central in relationship to the Microsoft 365 and Dynamics 365 suites of applications.
For online (live) format
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