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.

Audience Profile

In this course we target both basic user profile as well as functional consultants, we start from the basics and there are no pre-requisites. A basic accounting understanding will be helpful but is not essential.

At Course Completion

After completing this course, students will be able to:

• Understand Business Central Administration, Licensing, Setup, and its integration with Microsoft Cloud Ecosystem
• Understand Business Central Configuration, Customization, Personalization, & Integration Pillars
• Create a new company and make all the necessary setups
• Understand Business Central Essential Modules and Initiate a basic process in each module
• Understand many ERP & CRM concepts including but not limited to: profiles, roles, permissions, contacts, templates, configuration packages, configuration worksheets, workflows, approvals, job queues, data mapping, forecast, G/L Account Charts, G/L ledger entries, General Journals, posting groups, dimensions, no. series, document sending profiles, payables and receivables, Accounting Periods, Bank Accounts, orders, quotes, opportunities, invoices, shipment, Segmentation, Marketing Campaign, Jobs, time sheets, Resources, Employees, expenses, Account Schedules, etc.   

Course Outline

The course will be split into 3 parts:

Part 1: Dynamics 365 Business Central Essentials

• Overview on Microsoft Cloud Eco-System, Dynamics 365 & Power Platform
• Introduction to Business Central & its Functional Areas
• Cloud Architecture for Business Central
• Geographical Availability, Compliance & Security
• Licensing
• Learning Resources
• Administration
• User Interface
• Customization & Personalization
• User Management
• Contacts
• Set up a New Company
• Workflow & Approvals
• Extensibility
• AL Language
• Web Services

Part 2: Integration with Microsoft Cloud Ecosystem

• Office 365
• Dataverse & Dynamics 365 Sales
• Power Platform
• Azure Machine Learning

Part 3: Modules Walk-through

• Finance
• Sales
• Purchasing
• Relationship Management
• Human Resources
• Project Management