An Introduction to Business Central
In this module provides the attendee with an introduction to the concepts of Microsoft Dynamics 365 Business Central.
- The Dynamics 365 Ecosystem
- Where Business Central fits
- Business Central Licensing
- Azure and Microsoft 365 considerations
- The Basic Areas
- Specialized Areas
- Accessing the Environment
- The Demo Company
- Company Setup
Lab 1: Set up your Business Central Lab Environment
Initial Setup and Configuration
This module presents some of the most common features that require setup and configuration in Microsoft Dynamics 365 Business Central.
- The Assisted Setup
- Migration from other Financial Systems
- RapidStart
- Excel Integration
- Logging on
- Settings
- Personalization
- Notifications
- Dates and Filters
- Navigation
- Role Centre
- Navigation Pane
- List Pages
- Ribbon
- Fact Boxes
- Pages
- List Views
- Card Views
- Reports Overview
Lab 1: Working with the Assisted Setup
Lab 2: Explore Business Central
Users and Personalization
This module highlights how to setup Users and the Role Centre in Microsoft Dynamics 365 Business Central.
- An introduction to Business Central Security
- Configure User Access
- Profiles
- The Role Centre
- Creating Dashboards for Roles
Lab 1: Configure Users and the Role Center
Working with Business Central
In this module we will start to look at working with Microsoft Dynamics 365 Business Central. We introduce the Sales, Service and Financials modules as well as present the purchase order process, and how to run reports and the significance of AI.
- An Introduction to Financials
- Items and Categorization
- Sales Orders Overview
- Service Management Overview
- Purchase Orders Overview
- Reporting Capabilities
- Artificial Intelligence
Lab 1: Exploring the Business Central Modules
Sales for Business Central
This module is designed to introduce the Sales features in Microsoft Dynamics 365 Business Central.
- An overview of the capabilities of the Sales module in Microsoft Dynamics 365 Business Central
- Working with Customers, Sales Orders, Quotes and Invoices
- Exploring all of the Sales features
- Customer Cards
- Registering Customers
- Sales Codes
- Creating Sales Quotes
- Sending Sales Quotes to Customers
- Converting a Sales Quote to an Order
- Converting a Sales Quote to an Invoice
- Working with Catalogue Items
- Sales Prices and Line Discounts
- Sales Invoices
- Selling Products
- Registering Payments
- Returns and Cancellations
- Sales Reports
- Excel Integration
- Running Sales Reports
- Creating Sales Visualizations in PowerBI
- Learn how AI can work for your organization
- Implementing organization specific customizations in the Sales module
Lab 1: Exploring the Sales Features
Lab 2: Running Sales Reports
Lab 3: Personalising the Sales Features
Financials for Business Central
This module is designed to introduce the Financials features in Microsoft Dynamics 365 Business Central.
- An overview of the capabilities of the Financials module in Microsoft Dynamics 365 Business Central
- Working with the General Ledger and Chart of Accounts
- Exploring all of the Financial features
- Chart of Accounts
- General Journals
- Dimensions
- Number Series
- Posting Groups
- Templates, Batches and Lines
- Payments and Prepayments
- Bank Accounts
- Budgets
- Currencies
- Inventory
- Customers and Vendors
- Discounts
- Suppliers
- Vendors
- Customers
- Running Financial Reports
- Creating Finance Visualizations in PowerBI
- Learn how AI can work for your organization
- Implementing organization specific customizations in the Financials module
Lab 1: Exploring the Financial features
Lab 2: Running Finance Reports
Lab 3: Personalising the Financial features
Integrating Business Central
This module steps through various integration scenarios with Microsoft Dynamics 365 Business Central.
- The Microsoft 365 Cloud Technology Stack
- An overview of the Power Platform
- The Common Data Service
- The Business Central Connectors
- Integrating Power Apps wit Business Central
- Integrating Power BI with Business Cental
- The benefits of Power Automate and Business Central
- Excel Integration
- Custom Reporting Scenarios
Lab 1: Integrating Business Central with Power Apps
Lab 2: Integrating Business Central with Power BI
Lab 3: Connect to Business Central to Power Automate
