Agenda

• Start your free Dynamics 365 Business Central trial
• 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
• Introducing Microsoft Dynamics 365 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
• Customize Microsoft Dynamics 365 Business Central
• Introduction - Cloud architecture for Business Central
• Tailor, extend, and build applications
• Administer Dynamics 365 Business Central online
• 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
• Create new companies in Business Central
• 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
• Migrate data to Business Central
• 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
• Manage users and implement security in Business Central
• 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
• Set up email in Dynamics 365 Business Central
• Introduction
• 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
• Integrate Business Central with Outlook
• Introduction
• 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
• Create workflows in Dynamics 365 Business Central
• Introduction
• 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
• Use approval workflows in Dynamics 365 Business Central
• Introduction
• 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
• User interface essentials in Dynamics 365 Business Central
• 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
• Personalize the Microsoft Dynamics 365 Business Central user interface
• Introduction - Personalize the Business Central user interface
• Personalize the Role Center
• Personalize list and card pages
• Personalize document pages and add fields
• Use alternative interfaces for Dynamics 365 Business Central
• Introduction
• Explore the user interface on your smartphone and tablet
• Use the Outlook interface for Business Central
• Use Microsoft Teams to share business data
• Change how documents look in Business Central
• 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
• Configure Business Central for Excel and Power BI
• 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
• Migrate on-premises data to Dynamics 365 Business Central
• Introduction
• End-to-end process of migrating data
• Run the Cloud Migration tool
• Address common questions and issues with migrations
• Set up general ledger configuration options in Dynamics 365 Business Central
• Introduction
• Set up the General FastTab
• Set up the Dimensions FastTab
• Set up the Background Posting FastTab
• Set up the Application FastTab
• Enable data check
• Set up number series and trail codes in Dynamics 365 Business Central
• Introduction to setting up number series
• Assign number series and number series relationships
• Set up trail codes
• Set up posting groups in Dynamics 365 Business Central
• Introduction - Set up and assign specific posting groups
• Set up and assign inventory posting groups
• General posting groups
• Configure the general posting setup
• Set up dimensions in Dynamics 365 Business Central
• 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
• Set up the chart of accounts in Dynamics 365 Business Central
• 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
• Set up general journal templates in Dynamics 365 Business Central
• Introduction - Set up general journal templates
• Set up general journal batches
• Create and process journal entries in Dynamics 365 Business Central
• Introduction - Create journal entries
• Process journal entries
• Use standard journals
• Correct journal entries
• Set up checking documents and journals while you work
• Post periodic journal entries in Dynamics 365 Business Central
• Introduction to recurring journals
• Allocate amounts
• Edit recurring journals in Excel
• Work with Trade master data in Microsoft Dynamics 365 Business Central
• Introduction
• 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
• Set up Trade in Microsoft Dynamics 365 Business Central
• Introduction
• Purchases and payables setup
• Set up locations
• Inventory setup
• Create purchase documents in Dynamics 365 Business Central
• Introduction - Create a purchase quote
• Create a blanket order
• Manage purchase orders
• Describe responsibility centers
• Receive and invoice items in Dynamics 365 Business Central
• Introduction - Receive items
• Reverse a receipt
• Process vendor invoices
• Review posted purchase documents
• Reverse or correct a posted purchase invoice
• Set up purchase prices and discounts in Dynamics 365 Business Central
• Introduction - Set up purchase prices
• Use special prices in purchase orders
• Set up line discounts
• Set up invoice discounts
• Post purchase item charges in Dynamics 365 Business Central
• Process item charges in a purchase order
• Process item charges in a purchase invoice
• Analyze the direct unit cost of an item
• Estimate purchase order receipt dates in Dynamics 365 Business Central
• Introduction - Set up order promising
• Estimate purchase order receipts
• Create sales documents in Dynamics 365 Business Central
• 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
• Ship and invoice items in Dynamics 365 Business Central
• 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
• Manage sales prices in Dynamics 365 Business Central
• 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
• Set up discounts for your customers in Dynamics 365 Business Central
• 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
• Promising sales order delivery in Dynamics 365 Business Central
• Introduction - Sales order promising key concepts
• Set up order promising
• Promising sales order delivery
• Set up returns management in Dynamics 365 Business Central
• Introduction - Set up sales return order management
• Set up purchase return order management
• Return reasons
• Manage customer returns in Dynamics 365 Business Central
• Introduction - Replace wrong items
• Return defective items to vendors
• Manage returns to vendors in Dynamics 365 Business Central
• Introduction - Register a comensation agreement with a vendor
• Aply exact cost reversing
• Set up cash management in Dynamics 365 Business Central
• 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
• Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
• 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
• Suggest vendor payments in Dynamics 365 Business Central
• Introduction - Suggest vendor payments
• Suggest payments by using vendor priority and available amounts
• Pay invoices on their due date
• Use checks to pay vendors in Dynamics 365 Business Central
• Introduction - Enter and post payables checks
• Print and post payables checks
• Void a check
• Check your knowledge
• Perform a bank reconciliation in Dynamics 365 Business Central
• Introduction to and completing the reconciliation process
• Post the bank account reconciliation
• Import a bank statement6 min
• Undo a bank account reconciliation
• Set up payment reconciliation journals in Dynamics 365 Business Central
• 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
• Use the payment reconciliation journal in Dynamics 365 Business Central
• Introduction - Import bank statements
• Reconcile payments by using automatic applications
• Map text on recurring payments
• Post and reconcile the payment reconciliation