Microsoft Dynamics 365 Business Central for Finance
This course is designed to introduce the Financials module in Microsoft Dynamics 365 Business Central.
Description
This course is designed to introduce the Financials module in Microsoft Dynamics 365 Business Central.
Including:
- 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
- Running Reports
- Creating Finance Visualizations in Power BI
Course Outline
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
- The Basic Areas
- Specialized Areas
- Accessing the Environment
- Company Setup
Lab: Set up your Business Central Lab Environment
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.
- An Introduction to Financials
- Items and Categorization
- Sales Orders Overview
- Service Management Overview
- Purchase Orders Overview
- Reporting Capabilities
Lab: Exploring the Business Central Modules
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: Exploring the Financial features
Lab: Running Finance Reports
Lab: Personalising the Financial features