Microsoft Dynamics 365 Business Central Fundamentals

Course Objectives

•     The basics of Dynamics 365 Business Central
•     The Functional Areas of Business Central
•     Personalizing Business Central
•     Navigating Business Central
•     Working with the Sales and Service features
•     Working with the Financials features
•     Reporting Capabilities

Audience

This course is intended for end users looking to understand the features of Microsoft Dynamics 365 Business Central.

An existing exposure to Business Central would be advantageous but not essential

At Course Completion

• Understand the modules and features that exist in Microsoft Dynamics 365 Business Central
• Where Microsoft Dynamics 365 Business Central fits in the Microsoft 365 Ecosystem
• Know how to personalize your Profile and Role Center
• Understand the features that exist in the Sales module
• Understand the features that exist in Service Management module
• Understand the features that exist in Financials module
• Run Sales and Financials Reports
• Personalize the User experiences
• Be aware of how Business Central works with Power Apps, Power BI and Power Automate

 
Module 1: An Introduction to Business Central

This module provides the attendee with an introduction to the concepts of Microsoft Dynamics 365 Business Central.

Lessons

* The Dynamics 365 Ecosystem
* Where Business Central fits
* Business Central Licensing
* The Basic Areas
* Specialized Areas
* Accessing the Environment
* The Demo Company
* Company Setup

Lab 1: Set up your Business Central Lab Environment

After completing this module, students will be able to:
* Understand the different modules in Microsoft Dynamics 365 Business Central
* Learn the features of Microsoft Dynamics 365 Business Central
* Be introduced to licensing for Microsoft Dynamics 365 Business Central
* Be aware of the Trial and Demo Company available for Microsoft Dynamics 365 Business Central
* Understand how to access Microsoft Dynamics 365 Business Central

Module 2: Users Personalization

This module highlights how to setup Users and the Role Centre in Microsoft Dynamics 365 Business Central.

Lessons
* An introduction to Business Central personalization
* Your profiles
* Your Role Centre
* Personalizing your Dashboard for Roles

Lab 1: Configure your Experience and your Role Center
* Configure the Role Centre
* Create Personalised Dashboards

After completing this module, students will be able to:
* Setup and Manage Users in Microsoft Dynamics 365 Business Central
* Configure Profiles and Roles in the Microsoft Dynamics 365 Business Central Role Centre
* Create a personlised experience for users through customized Dashboards

Module 4: 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.    

Lessons
* 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
* Exploring Financials
* Exploring Items
* Exploring Sales
* Exploring Customer Service
* Exploring Purchase Orders
* Exploring Reporting and AI

After completing this module, students will be able to:
* Understand Module fundamentals
* Know the different Modules available in Microsoft Dynamics 365 Business Central
* Module implementation considerations
* Understand the Sales Module in Microsoft Dynamics 365 Business Central
* Understand the Service Module in Microsoft Dynamics 365 Business Central
* Understand the Financials Module in Microsoft Dynamics 365 Business Central
* Be aware of the Purchase Order Process
* Recognize the role of Reports and the potential of Artificial Intelligence

Module 5: Sales for Business Central

This module is designed to introduce the Sales features in Microsoft Dynamics 365 Business Central.

Lessons
* 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: Exporting the Sales Features
* Exploring the Sales features in Microsoft Dynamics 365 Business Central.

Lab 2: Running Sales Reports
* Exporting the Sales Reports
* Integrating Power BI with Business Central for Sales Data

Lab 3: Personalising the Sales Features
* Customizing the Sales Features

After completing this module, students will be able to:
* Understand the finer details of the Sales module in Microsoft Dynamics 365 Business Central
* Understand how to generate and manage Quotes, Orders and Invoices
* Work with Catalogue Items
* Work with the Sales Reports
* Understand how to create basic customizations for the Sales features

Module 6: Financials for Business Central

This module is designed to introduce the Financials features in Microsoft Dynamics 365 Business Central..

Lessons
* 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
* Exploring the Financial features in Microsoft Dynamics 365 Business Central

Lab 2: Running Finance Reports
* Exporing the Finance Reports
* Integrating Power BI with Business Central for Financial Data

Lab 3: Personalising the Financial features
* Customizing the Financial features


After completing this module, students will be able to:
* Understand the finer details of the Financials module in Microsoft Dynamics 365 Business Central
* Understand how to setup a Chart of Accounts and the General Leadger
* The importance of Dimensions
* Configure and work with Customer, Vendors, Suppliers
* Work with Inventory
* Work with Templates
* Configure Budgets, Currencies and Discounts
* Run Financial Reports
* User Power BI to visualize Financial Data
* User Excel to export data
* Understand how to create basic customizations for the Sales

Module 7: Business Central Integration and Reporting

This module steps through various integration scenarios with Microsoft Dynamics 365 Buisiness Central.

Lessons
* 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
* Create a custom App with Business Central Data

Lab 2: Integrating Business Central with Power BI
* Create a custom Dashboard with Business Central Data

Lab 3: Connest to Business Central to Power Automate
* Connect Business Central with a Power Automate Flow

After completing this module, students will be able to: Insert the module objectives in a bulleted list with periods.
* How Microsoft Dynamics 365 Business Central fits in the Microsoft 365 Stack
* The benefits when integrating Business Central with Power Apps
* The benefits when integrating Business Central with Power BI
* The benefits when integrating Business Central with Power Automate