Microsoft Dynamics 365 Business Central Fundamentals

This course is designed to introduce candidates to the fundamental topics of Microsoft Dynamics 365 Business Central.

Description

 

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

 

Course Outline

 
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



Similar courses

This course provides students with an introduction to Microsoft Dynamics 365.

More Information

This course is a 'fast track' approach for end users to learn the main key features of Dynamics 365 and Power Apps in 5 days.

More Information

This course is designed for experienced IT professionals and developers, providing an insight into development techniques and approaches that can be applied to extend and manage solutions and apps built on Microsoft Dynamics 365 and the Power Platform.

More Information

This course is designed for experienced developers who are looking to obtain the required skills to customize, configure, maintain, integrate with, develop code and extend Microsoft Dynamics 365 Customer Engagement (CRM) and Power Apps.

More Information

The Microsoft Power Platform helps organizations optimize their operations by automating routine tasks and standardizing business best practices.

More Information

This course will review the Dynamics 365 Customer Insights - Journeys application configuration needed to drive business growth.

More Information

Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business.

More Information

This course is developed for those aspired to be and new to the solution architect role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role.

More Information

This course covers the core features of Dynamics 365 Finance, including core common features, core configuration, data migration, and preparing to go live.

More Information

This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions.

More Information

This course provides students with hands-on experience and an in depth understanding of the Microsoft Power Platform.

More Information

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

More Information

Microsoft Dynamics 365 for Customer Service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up your time to dedicate it where you can have a greater impact, directly with your customers.

More Information

In this course, students will learn about decisions a Solution Architect makes during an implementation, covering security, integrations, Power Apps architecture, Power Automate architecture, and more.

More Information

This course provides students with hands-on experience and an in depth understanding of the Microsoft Power Platform.

More Information

This course provides an introduction to managing SharePoint as a Power User.

More Information

This course delivers an instructor-led breakdown of Microsoft PowerApps with SharePoint Online.

More Information

This course provides an introduction to managing SharePoint as a Site Member.

More Information

This course provides an introduction to managing SharePoint as a Site Member.

More Information

This course provides students with an introduction to Microsoft Power BI by building a foundation for all subsequent courses and learning.

More Information

The main purpose of the course is to give students a good understanding of data analysis with Power BI.

More Information

This course is designed for citizen developers and technical users, providing the skills required to gain insights into data held within the Dataverse, create custom reports, custom visualizations and implement the Artificial Intelligence features in Microsoft Dynamics 365 and the Power Platform.

More Information

This course provides students with detailed hands-on experience of Microsoft Dynamics 365 Sales with the new Copilot AI companion .

More Information

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

More Information

This course provides learners with a broad overview of Dynamics 365 applications.

More Information

This course discusses manufacturing in the Dynamics 365 suite of apps: discrete manufacturing, lean manufacturing, and production

More Information

This course discusses supply chain management in the Dynamics 365 suite of apps.

More Information

Learn how to build a solution for your business using Microsoft Dynamics 365 Customer Engagement (CRM) Apps and the Power Platform.

More Information

This course provides students with detailed hands-on experience of Microsoft Dynamics 365 Customer Service with the new Copilot AI companion .

More Information

This course provides end users with an introduction to Microsoft Dynamics 365 and the latest AI tools.

More Information

This course is designed for experienced IT professionals and developers, providing an insight into development techniques and approaches that can be applied to extend and manage solutions and apps built on Microsoft Dynamics 365 and the Power Platform.

More Information

The Managing Microsoft Teams course is designed for persons who are aspiring to the Microsoft 365 Teams Admin role. Microsoft Teams admins configure, deploy, and manage Office 365 workloads for Microsoft Teams that focus on efficient and effective collaboration and communication in an enterprise environment.

More Information

This course will teach you to use Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant.

More Information

In this course you will be guided by an experienced Power Platform MCT to learn everything you need to know to pass the PL-100: Microsoft Power Platform App Maker Exam. This course includes a free exam voucher and exam practice paper.

More Information

This course is designed for experienced IT professionals and developers, providing an insight into development techniques and approaches that can be applied to extend and manage solutions and apps built on Microsoft Dynamics 365 and the Power Platform. This course maps directly to exam PL-400: Microsoft Power Platform Developer.

More Information

In this course you will be guided by an experienced Business Central MCT to learn everything you need to know to pass the MB-800: Microsoft Dynamics 365 Business Central Functional Consultant Exam.

More Information

In the this course, students will learn essential skills to start creating Reports and Dashboards in Microsoft Power BI from data in Microsoft Business Central

More Information

In this course, students will learn advanced concepts build, deploy and support Reports and Dashboards built in Microsoft Power BI that use data in Microsoft Dynamics 365, including the Dataverse, Business Central and Dynamics 365 Finance.

More Information

This course is designed to introduce candidates to the fundamental topics of Microsoft Dynamics 365 Business Central.

More Information

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

More Information

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

More Information

Microsoft Teams is a full collaboration platform and offers facilities for peer to peer collaboration as well as full team collaboration. This course will give guidance on how to use the tools for chat, file sharing, meetings and calls. The course will also give direction on best practices for sharing files with external parties and show how to access other services.

More Information

Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs.

More Information

This course discusses manufacturing in the Dynamics 365 suite of apps: discrete manufacturing, lean manufacturing, and production

More Information

This course provides students with a detailed hands-on experience of setting up, configuring, customizing, extending and maintaining Microsoft Power Pages Portals through the Power Pages Maker Portal, the Portal Management App, and the Power Platform Admin Center.

More Information

Microsoft Teams is a full collaboration platform and offers facilities for peer to peer collaboration as well as full team collaboration. This course will give guidance on how to use the tools for chat, file sharing, meetings and calls.

More Information

This course delivers an instructor-led breakdown of Microsoft Lists. Students will be taught how to empower their data and become organised with a rich range of customisable table types.

More Information

This course will introduce the audience to SharePoint Online Administration in Office 365 and explain and demonstrate the configuration options for SharePoint Online.

More Information

This course is designed for Business Decision Makers and IT Professionals who are interested in deploying cloud services in their organization.

More Information

This 3-day course provides detailed hands-on experience for companies looking to make the most of their Microsoft 365 licenses and the data they hold. This course looks at the different parts of Microsoft 365, including some that apps and features you may not be aware of.

More Information

This course covers five central elements of Microsoft 365 platform – implementing Microsoft Identity, working with Microsoft Graph, extending and customizing SharePoint, extending Teams, and extending Office. In this course, students will learn how to implement Microsoft Identity and work with Microsoft Graph.

More Information

This course delivers an instructor-led breakdown of Microsoft Power Apps. Students will be taught how to design, test and publish new apps that work with a variety of data sources. We will take users through a selection of well-crafted lessons to help them build new applications for their business.

More Information

This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365.

More Information

Do you want to learn more about Dynamics 365? This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce, Dynamics 365 Human Resources, and the ERP capabilities of Dynamics 365 Project Operations.

More Information

You will learn in this course to design, configure, and manage Dynamics 365 Commerce and provide ongoing support for the app. You will gain a strong understanding of unified commerce business operations as well as experience deploying, using, and maintaining Dynamics 365 Commerce.

More Information

This course will provide you with the skills needed to deploy and support business applications that make up the customer engagement capabilities of Dynamics 365.

More Information

This course is aimed at report authors, end users, project managers, and consultants who are needing to gain insights into operational data held within Microsoft Dynamics 365 Finance and Operations.

More Information

This course is designed to introduce students to the fundamental topics of Microsoft Dynamics 365 Finance for End Users.

More Information

This course is designed to introduce candidates to the fundamental topics of Microsoft Dynamics 365 Finance Warehousing for End Users.

More Information

This course is designed to introduce candidates to the financial topics of Microsoft Dynamics 365 Finance for End Users.

More Information

This course is designed to introduce candidates to the fundamental topics of Customer Service in Microsoft Dynamics 365 Finance for End Users.

More Information

This course covers the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will show how to access and process data from a range of data sources including both relational and non-relational sources. Finally, this course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution.

More Information

This course is aimed at report authors, end users, project managers, and consultants who are needing to gain insights into operational data held within Microsoft Dynamics 365 Business Central

More Information

This course is designed to showcase tools designed to help gain insight into data held within Dynamics 365 Apps, as well as increase efficiencies and productivity with the implementation of the Artificial Intelligence features in Microsoft Dynamics 365 and Copilot.

More Information

This course is designed to provide an insight into the benefits gained through the implementation of Artificial Intelligence features in the Microsoft Power Platform.

More Information

This course will provide you with the skills needed to support and manage business applications and solutions in Dynamics 365, the Dataverse, Power Pages and the Power Platform.

More Information

This course is aimed at system administrators and consultants who are planning to support and maintain Microsoft Dynamics 365 Finance and SCM Applications.

More Information

This course is designed to introduce candidates to the features and topics of Microsoft Dynamics 365 Human Resources.

More Information

In this course you will learn how to be productive as an end user with the Asset Management features of Dynamics 365 Finance and Supply Chain Management.

More Information

This course is designed to help you prepare for the new Business Central for Developers Exam (MB-820) coming in Jan 2024.

More Information

In this course you will learn how to be productive as an end user with the Procurement and Sourcing features of Dynamics 365 Finance and Supply Chain Management.

More Information