Dynamics 365 Business Central Training DBCT365
- Course Code : DBCT365
- Duration : 4 Days
- Price : 2,475 GBP
- Level: Intermediate
- Language: English
Course Content
The Dynamics 365 Business Central training will help you direct the transition to more advanced business applications effectively. Designed for small and medium businesses, Dynamics 365 Business Central is ideal for companies that have outgrown their entry-level business applications. It handles increased inventory and transactions, integrates seamlessly with other systems, and provides extensive reporting capabilities. It also supports scalable services, increased mobility, and cloud availability.
With Business Central, you can manage financials, automate and secure the supply chain, enhance sales, improve customer service, boost project performance, and optimize operations.
Delivery Method
Online
In-Person
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Benefits
In this Business Central Functional Consultant Course, you will learn to:
Understand use cases for Business Central modules
Set up Business Central
Configure Financials, Sales, and Purchasing
Configure Operations
Understand Integration and Automation scenarios
Continue learning and face new challenges with after-course one-on-one instructor coaching
Pre Requisites
A Business Central consultant needs in-depth knowledge of the software, including financial management, sales, purchasing, and inventory. Familiarity with industry standards and the Microsoft 365/Dynamics 365 suites is also important.
Course Outline
Module 1 - Module 10
Module 1: Start your free Dynamics 365 Business Central trial
Set up a free trial version.
Create a Business Central account.
Use a demo database.
Start a trial with your own data.
Extend your trial and subscribe or unsubscribe your organization.
Module 2: Introducing Microsoft Dynamics 365 Business Central
Learn why Business Central is a cloud end-to-end business solution.
Explore core functionalities by browsing application areas.
Module 3: Customize Microsoft Dynamics 365 Business Central
Understand the high-level technical architecture.
Learn the options to tailor Business Central to specific needs.
Module 4: Administer Dynamics 365 Business Central online
Sign up for the Cloud Solution Provider program.
Manage environments using the administration center.
Set up tenant notifications and inspect environment telemetry.
Manage support requests for customers.
Export a database and enable features ahead of time.
Module 5: Create new companies in Business Central
Create and set up new companies.
Enter company information efficiently.
Module 6: Migrate data to Business Central
Perform data migration using the Data migration-assisted setup wizard.
Work with data templates.
Import data from Excel and other finance systems.
Module 7: Manage users and implement security in Business Central
Manage users and user groups.
Implement and configure security.
Set up profiles and role centers.
Audit changes to data.
Module 8: Set up email in Dynamics 365 Business Central
Set up email accounts.
Compose and send emails.
Send documents by email.
Set up document-sending profiles and assign email scenarios.
Module 9: Integrate Business Central with Outlook
Integrate Business Central with Outlook.
Use the add-ins for creating invoices from meeting appointments and quick document lookups.
Module 10: Create workflows in Dynamics 365 Business Central
Set up and use workflows to connect different users’ business-process tasks.
Set up workflow users and notifications.
Use Assisted Setup for approvals.
Module 11: Use approval workflows in Dynamics 365 Business Central
Request, cancel, approve, or reject approvals.
Delegate and manage overdue approval requests.
Module 12: User interface essentials in Dynamics 365 Business Central
Understand role center pages.
Work with lists, cards, and document pages.
Use the app menu and app bar.
Module 13: Personalize the Microsoft Dynamics 365 Business Central user interface
Change the theme and user role centers.
Personalize list and card pages.
Module 14: Use alternative interfaces for Dynamics 365 Business Central
Install and use Business Central on smartphones or tablets.
Configure and use Microsoft Outlook as an interface for Business Central.
Module 15: Change how documents look in Business Central
Customize document layouts and reports.
Implement report selections and manage saved settings for reports.
Module 11 - Module 20
Module 11: Use approval workflows in Dynamics 365 Business Central
Learn how to create new approval workflows using workflow templates.
Request, cancel, approve, or reject a record for approval.
Delegate approval requests.
Manage overdue approval requests.
Module 12: User interface essentials in Dynamics 365 Business Central
Understand and work with role center pages.
Work with lists, cards, and document pages.
Use the app menu and app bar.
Find help on various topics within the application.
Module 13: Personalize the Microsoft Dynamics 365 Business Central user interface
Change the theme for your organization.
Change user role centers.
Personalize list and card pages for individual preferences.
Module 14: Use alternative interfaces for Dynamics 365 Business Central
Install and use Business Central on smartphones or tablets.
Configure and use Microsoft Outlook as an interface for Business Central.
Module 15: Change how documents look in Business Central
Customize document layouts and reports to follow company guidelines.
Manage report and document layouts.
Create, modify, and implement report or document layouts.
Manage saved settings for reports.
Module 16: Configure Business Central for Excel and Power BI
Make data available for reporting with Excel and analysis with Power BI.
Create Business Central web services for Power BI data sources.
View data in Power BI reports within Business Central.
Export business data to Excel.
Module 17: Migrate on-premises data to Dynamics 365 Business Central
Use built-in migration tools to move data to Business Central online.
Understand steps for migrating to Business Central online.
Meet migration requirements and considerations.
Module 18: Set up general ledger configuration options in Dynamics 365 Business Central
Set up general features such as date range and currency settings.
Create global and shortcut dimensions.
Set up background posting and reporting.
Establish rounding and tolerance in the application.
Module 19: Set up number series and trail codes in Dynamics 365 Business Central
Learn the purpose of number series.
Set up number series and create number series relations.
Set up source codes and reason codes for documents, journals, and records.
Module 20: Set up posting groups in Dynamics 365 Business Central
Learn the purpose of posting groups.
Set up posting groups to link various accounts.
Map sales and purchase G/L accounts in the general posting setup.
Module 21 - Module 29
Module 21: Set up dimensions in Dynamics 365 Business Central
Dimensions help group posted entries for reporting purposes across journal entries, documents, and budgets.
Key Learnings:
Set up dimensions and dimension values.
Enter dimensions in sales and purchase documents.
Set up global and shortcut dimensions.
Assign default dimensions to accounts.
Prioritize default dimensions for certain account types.
Block unwanted dimension combinations.
Module 22: Set up the chart of accounts in Dynamics 365 Business Central
Focuses on managing the chart of accounts for quick access to G/L accounts and balances.
Key Learnings:
Use the chart of accounts.
Create new G/L accounts.
Assign account categories and subcategories.
Set up a review policy for general ledger entries.
Module 23: Set up general journal templates in Dynamics 365 Business Central
General journals are used to enter data in various accounts.
Key Learnings:
Explain the purpose and organization of journal templates and batches.
Create general journal templates and batches.
Module 24: Create and process journal entries in Dynamics 365 Business Central
Explains how to post information into the general ledger and other accounts using general journals.
Key Learnings:
Create and post general journal entries.
Use standard journals to save and retrieve general journal lines.
Preview and reverse journal entries.
Module 25: Post periodic journal entries in Dynamics 365 Business Central
Use recurring journals to post journal lines regularly.
Key Learnings:
Understand and use recurring journals.
Use fixed and variable amounts in recurring journals.
Record accruals using recurring journals.
Module 26: Work with Trade master data in Microsoft Dynamics 365 Business Central
Provides an overview of important master data like items, customers, and vendors.
Key Learnings:
Create items, customers, and vendors in Business Central.
Use templates to create critical records.
Module 27: Set up Trade in Microsoft Dynamics 365 Business Central
Explains how to set up the Trade application area and create locations.
Key Learnings:
Set up sales and receivables.
Set up purchases and payables.
Assign number series for sales and purchase documents.
Create locations and make them mandatory using inventory setup.
Module 28: Create purchase documents in Dynamics 365 Business Central
Provides information on creating purchase documents like blanket orders, orders, and invoices.
Key Learnings:
Create purchase quotes and convert them to orders.
Create blanket orders and convert them to orders.
Module 29: Receive and invoice items in Dynamics 365 Business Central
Focuses on how to receive items from vendors and process purchase invoices.
Key Learnings:
Receive items from vendors.
Post partial receipts.
Post purchase invoices for single or multiple receipts.
Review posted purchase documents.
Module 30 - Module 39
Module 30: Set up purchase prices and discounts in Dynamics 365 Business Central
Learn how to set up item purchase prices and discounts, understand the conditions for special prices, and apply purchase discounts.
Key Learnings:
Create a special price for one vendor.
Know the available sales prices when purchasing items.
Create item discounts for one vendor.
Understand available discounts when purchasing items.
Create and use invoice discounts in purchase documents.
Module 31: Post-purchase item charges in Dynamics 365 Business Central
Learn to process additional direct item costs, such as freight, and understand their impact on the direct unit cost.
Key Learnings:
Set up item charges.
Process item charges in purchase orders and invoices.
Assign item charges to multiple items.
Allocate item charges based on volume and weight.
Analyze the direct unit cost of an item.
Module 32: Estimate purchase order receipt dates in Dynamics 365 Business Central
Estimate receipt dates of purchase orders by understanding the data fields and their relationships.
Key Learnings:
Set up lead times for vendors and items.
Estimate purchase order receipts.
Module 33: Create sales documents in Dynamics 365 Business Central
Create sales documents such as quotes, orders, and invoices.
Key Learnings:
Create sales quotes and convert them to orders or invoices.
Create blanket orders and convert them to orders.
Fulfill sales orders for non-stock products.
Create drop shipment orders.
Module 34: Ship and invoice items in Dynamics 365 Business Central
Learn to ship items to customers and invoice sales documents.
Key Learnings:
Ship items to customers.
Deliver partial shipments.
Invoice one or multiple shipments.
Review posted sales documents.
Module 35: Manage sales prices in Dynamics 365 Business Central
Set up and maintain item sales prices, including special prices for individual customers or customer groups.
Key Learnings:
Create special prices for one customer or customer groups.
Update prices in sales orders.
Create new sales prices for future periods.
Bulk edit the unit price on the item card.
Module 36: Set up discounts for your customers in Dynamics 365 Business Central
Set up and use sales discounts.
Key Learnings:
Create item discounts for one customer or customer groups.
Create discounts for item groups.
Understand available discounts when selling items.
Create and use invoice discounts in sales documents.
Module 37: Promising sales order delivery in Dynamics 365 Business Central
Calculate item delivery dates by understanding sales order promises.
Key Learnings:
Understand order promising concepts.
Set up order promises.
Use order delivery functions.
Use Capable-to-Promise functions to replenish unavailable items.
Module 38: Set up returns management in Dynamics 365 Business Central
Handle sales and purchase returns.
Key Learnings:
Understand return-related setup.
Make exact cost reversing mandatory.
Create return reasons and assign return locations.
Module 39: Manage customer returns in Dynamics 365 Business Central
Learn how to handle sales returns, including entering return agreements and processing return documents.
Key Learnings:
Use return orders to enter return-related tasks.
Enter replacement items in a sales return order.
Charge restock fees to customers.
Return defective items to vendors.
Post sales return documents and review entries.
Module 40 - Module 47
Module 40: Manage returns to vendors in Dynamics 365 Business Central
Focuses on processing returns to vendors.
Key Learnings:
Use return orders to enter return-related tasks.
Return defective items to vendors.
Post purchase return documents and review posted entries.
Module 41: Set up cash management in Dynamics 365 Business Central
Manages the company’s bank accounts and prepares for bank transactions.
Key Learnings:
Create bank accounts in Business Central.
Create customer and vendor bank accounts.
Enter receivables information for customers.
Enter payables information for vendors.
Module 42: Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
Focuses on manually processing customer payments.
Key Learnings:
Process customer payments manually.
Enter payment lines in the payment journal manually.
Apply payments to customer and vendor ledger entries.
Process partial payments.
Unapply entries to customer and vendor ledger entries.
Process payment differences automatically.
Module 43: Suggest vendor payments in Dynamics 365 Business Central
Prepare vendor payments by processing open vendor ledger entries and creating payment suggestions.
Key Learnings:
Use the Suggest Vendor Payments function.
Create payment suggestions for one or multiple vendors.
Suggest payments using vendor priorities and available amounts.
Pay invoices on their due dates.
Module 44: Use checks to pay vendors in Dynamics 365 Business Central
Learn how to pay vendors using checks.
Key Learnings:
Print and post payable checks.
Void checks financially.
Void and reprint computer checks.
Module 45: Perform a bank reconciliation in Dynamics 365 Business Central
Reconcile bank accounts by checking bank ledger entries against bank statements.
Key Learnings:
Populate bank reconciliation lines.
Import bank statements.
Match reconciliation lines.
Post the bank account reconciliation.
Module 46: Set up payment reconciliation journals in Dynamics 365 Business Central
Learn to set up payment reconciliation journals and modify payment application rules.
Key Learnings:
Set up bank accounts for payment reconciliation journals.
Understand payment application rules.
Modify payment application rules.
Module 47: Use the payment reconciliation journal in Dynamics 365 Business Central
Discover how to use payment reconciliation journals to import bank statements and match payments.
Key Learnings:
Import bank statements.
Review the match confidence of each payment reconciliation journal line.
Modify automatic applications.
Map text to a G/L account.
Post and reconcile the payment reconciliation journal.
