Duration
4 Days
24 CPD hours
This course is intended for
A Dynamics 365 Business Central core Functional Consultant is responsible for
implementing core application setup processes for small and medium businesses.
Overview
Understand use cases for Business Central modules
Set up Business Central
Configure Financials
Configure Sales and Purchasing
Configure Operations
Understand Integrationa nd Automation scenarios
Built and optimized for small and medium businesses, Dynamics 365 Business
Central is an application for companies that have outgrown their entry-level
business applications. Growing businesses often outgrow their basic accounting
software or legacy enterprise resource planning (ERP) systems that are unable to
handle increased inventory and transactions, lack integration with other
line-of-business systems, and have reporting limitations. Businesses are also
challenged with the logistics of providing services that have more scalability,
increased mobility, and availability in the cloud. With Business Central, you
can manage your financials, automate and secure your supply chain, sell smarter,
improve customer service and project performance, and optimize your operations.
INTRODUCTION TO BUSINESS CENTRAL MODULES
* Introduction to Business Central
* Technology overview
* Navigate the user interface
* Master data for the Sales and Purchase process
APPLICATION SETUP
* Create and configure a new company
* Migrate data to Business Central
* Manage Security
* Set up core app functionality
* Set up dimensions
CONFIGURE FINANCIALS
* Set up Finance Management
* Set up the Chart of Accounts
* Set up posting groups
* General Journals
* Set up Cash Management
* Set up Accounts Payables
* Set up Accounts Receivables
CONFIGURE SALES AND PURCHASING
* Set up Inventory
* Configure prices and discounts
OPERATIONS
* Purchase items
* Sell items
* Process financial transactions
* Inventory costing
INTEGRATION AND AUTOMATION
* Set up and use approvals with workflows
* Connect Power Apps
* Connect Power Automate
* Connect Power BI