Overview
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.
PREREQUISITES
A Dynamics 365 Business Central core functional consultant must have applied knowledge of Business Central and have an understanding of industry terminology, priorities, standards, methodologies, and best practices. The consultant must have applied knowledge of meeting business needs by using Dynamics 365 Business Central, including basic understanding of financial management, sales, purchasing, and inventory. The consultant’s knowledge should include a comprehensive understanding of the Business Central application’s role in relationship to the Microsoft 365 and Dynamics 365 suites of applications.
Who Should Attend?
Candidates for this exam are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central. Candidates configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. They may configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Power Platform components. Candidates have applied knowledge of meeting business needs by using Business Central, including basic understanding of financial management, sales, purchasing, and inventory. Candidates for this exam typically specialize in one or more feature sets of Business Central. They understand the role of Business Central in relationship to the Microsoft 365 and Dynamics 365 suites of applications.
Course Outline
- Introduction – Create your own Business Central account
- Sign in to Business Central
- Use a demo database
- Start a trial with your own data
- Extend your trial and subscribe or unsubscribe your organization
- Exercise – Sign in to Business Central
- Introduction to Business Central
- Identify available subscription types for Business Central
- Explore the relationship management functionality
- Use Dynamics 365 Sales with Business Central
- Discover supply chain management capabilities
- Process and administer the purchase cycle
- Process and administer the sales cycle
- Send documents to customers
- Explore how to administer jobs
- Discover service management capabilities
- Business Central manufacturing capabilities
- Business Central Human Resources capabilities
- In Microsoft 365 experience for Business Central
- Exercises – Create a customer and a new office furniture item
- Introduction – Cloud architecture for Business Central
- Tailor, extend, and build applications
- Introduction – Get started with the Cloud Solution Provider program
- Extend a trial for a customer
- Access the administration center
- Manage sandbox and production environments
- Set up tenant notifications
- Inspect environment telemetry and troubleshoot issues
- Export databases
- Enable features
- Monitoring and analyzing telemetry
- Analyze performance using the In-client performance profiler
- Introduction – Create new companies with setup data
- Create new companies without data
- Create new companies with setup and demo data
- Create new companies with demo data for manufacturing scenarios
- Create a new company by copying data from an existing company
- Set up company information
- Exercise – Create a company with demo data
- Introduction – Data migration concepts
- Use the data migration assisted setup
- Work with data templates
- Import data from Excel
- Create journal opening balances
- Import business data from other finance systems
- Set up a company with RapidStart services
- Exercise – Create a new customer template
- Introduction – Add users
- Create user groups
- Implement permissions and permission sets
- Configure user access times and logging
- Understand users, profiles, and role centers
- Perform user-specific setup
- Auditing changes
- Exercise – Add a new user
- Set up email accounts
- Compose and send an email
- Send documents by email
- Document sending profiles
- Assign email scenarios
- Send a sales document by email
- Check your sent emails
- Check your email outbox
- Set up email logging
- Set up Outlook integration
- Use the Contact insights Outlook add-in
- Creating invoices from your meeting appointments
- Do a quick document lookup
- Exercise – Set up and send email
- Create a workflow manually
- Create a workflow from workflow templates
- Create a Power Automate flow
- Set up users
- Set up notifications
- Set up approval workflows by using Assisted Setup
- Request approval of a record
- Cancel a request for approval
- Approve or reject a request for approval
- Delegate a request for approval
- Manage overdue approval requests
- Introduction to the user interface – The app bar
- App launcher
- Business Central main pages
- Search for Page or the Tell Me icon
- My settings
- Get help
- Tour Business Central
- Different types of pages in the user interface
- Use the Role Explorer
- More user interface features
- Exercise – Assign another role center, use the search for page icon, and find and use keyboard shortcuts
- Introduction – Personalize the Business Central user interface
- Personalize the Role Center
- Personalize list and card pages
- Personalize document pages and add fields
- Exercise – Personalize the customer list and clear personalization
- Explore the user interface on your smartphone and tablet
- Use the Outlook interface for Business Central
- Use Microsoft Teams to share business data
- Exercise – Use Outlook as your Business Central inbox
- Overview of report and document layouts
- Create and modify a custom report or document layout
- Update report or document layouts
- Change which layout is currently used on a report
- Implement report selections
- Manage saved settings for reports
- Set up printers
- Exercise – Change the layout currently used on a report
- Create web services to link Power BI and Business Central
- Add Business Central as a data source in Power BI
- Create list data Power BI reports to display in Business Central
- Configure Business Central apps in Power BI
- Work with business data in Excel
- Analyze, group, and pivot data on list pages using data analysis mode
- Exercise – Create a Business Central web service to use as a Power BI data source
- End-to-end process of migrating data
- Run the Cloud Migration tool
- Address common questions and issues with migrations
- Set up the General FastTab
- Set up the Dimensions FastTab
- Set up the Background Posting FastTab
- Set up the Reporting FastTab
- Set up the Application FastTab
- Enable data check
- Introduction to setting up number series
- Assign number series and number series relationships
- Set up trail codes
- Exercise – Create a number series
- Introduction – Set up and assign specific posting groups
- Set up and assign inventory posting groups
- General posting groups
- Configure the general posting setup
- Exercise – Set up and assign a customer posting group
- Introduction – Set up dimensions and dimension values
- Manually enter dimensions in a sales order
- Set up global and shortcut dimensions
- Set up default dimensions
- Set up default dimensions for account types
- Set up default dimension priorities
- Set up dimension combinations
- Exercise – Set up a dimension with dimension values
- Introduction to setting up G/L accounts
- Use the chart of accounts
- Set up account categories and subcategories
- Maintain the chart of accounts
- Review general ledger entries
- Introduction – Set up general journal templates
- Set up general journal batches
- Introduction – Create journal entries
- Process journal entries
- Use standard journals
- Correct journal entries
- Set up checking documents and journals while you work
- Exercise – Create and post a journal entry
- Introduction to recurring journals
- Allocate amounts
- Edit recurring journals in Excel
- Exercise – Create and post a recurring journal
- Set up units of measure
- Assign characteristics to an item
- Set up item categories
- Manage customers
- Merge customer accounts
- Manage vendors
- Merge vendor accounts
- Manage resources
- Configure salespeople and purchasers
- Use templates to create master data
- Exercise – Create a new item and a new location and link them to a vendor
- Purchases and payables setup
- Set up locations
- Inventory setup
- Introduction – Create a purchase quote
- Create a blanket order
- Manage purchase orders
- Describe responsibility centers
- Exercise – Create and process a purchase order and review the posted documents
- Introduction – Receive items
- Reverse a receipt
- Process vendor invoices
- Review posted purchase documents
- Reverse or correct a posted purchase invoice
- Introduction – Set up purchase prices
- Use special prices in purchase orders
- Set up line discounts
- Set up invoice discounts
- Introduction – Set up item charges
- Process item charges in a purchase order
- Process item charges in a purchase invoice
- Analyze the direct unit cost of an item
- Introduction – Set up order promising
- Estimate purchase order receipts
- Introduction – Create a sales quote
- Create a blanket order
- Manage sales orders
- Configure recurring sales lines
- Offer similar products to your customers
- Map multiple references to an item
- Sell catalog items
- Create purchasing codes
- Process drop shipments
- Process special orders
- Exercise – Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items
- Introduction – Ship items to customers
- Reverse a shipment
- Invoice customers
- Review posted sales documents
- Reverse or correct a posted sales invoice
- Process prepayment invoices for sales and purchases
- Introduction – Set up sales prices for a customer
- Set up sales prices for customer groups
- Use special prices in sales orders
- Create new sales prices
- Bulk edit the unit price on the item card
- Exercise – Create a special price for a customer
- Introduction – Set up line discounts
- Use line discounts when selling items to customers
- Set up invoice discounts
- Use invoice discounts when selling items to customers
- Exercise – set up invoice discounts
- Introduction – Sales order promising key concepts
- Set up order promising
- Promising sales order delivery
- Introduction – Set up sales return order management
- Set up purchase return order management
- Return reasons
- Introduction – Replace wrong items
- Return defective items to vendors
- Exercise – Return items in Dynamics 365 Business Central
- Introduction – Register a compensasion agreement with a vendor
- Apply exact cost reversing
- Introduction – Create bank accounts
- Describe data exchange definitions
- Configure payment methods
- Set up customers and vendors in cash management
- Relationship between customer and customer ledger entries
- Relationship between vendor and vendor ledger entries
- Set up customer bank accounts
- Set up vendor bank accounts
- Set up payment registration
- Enable customer payments through payment services
- Introduction – Enter payments
- Apply payments
- Unapply customer and vendor ledger entries
- Process payment registrations
- Set up payment tolerances
- Set up G/L accounts for payment tolerances
- Process payment tolerances when posting payments
- Exercise – Register a customer payment
- Introduction – Suggest vendor payments
- Suggest payments by using vendor priority and available amounts
- Pay invoices on their due date
- Exercise – Suggest vendor payments for a single vendor
- Introduction – Enter and post payables checks
- Print and post payables checks
- Void a check
- Introduction to and completing the reconciliation process
- Post the bank account reconciliation
- Import a bank statement
- Undo a bank account reconciliation
- Introduction to setting up payment for reconciliation journals
- Set up number series
- Set up automatic payment application and payment application rules
- Set up bank statement file import
- Introduction – Import bank statements
- Reconcile payments by using automatic applications
- Map text on recurring payments
- Post and reconcile the payment reconciliation
