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Introduction to Dynamics 365 Business Central
Audience
This course will teach you the foundations of Microsoft Dynamics 365 Business Central and it's designed for complete beginners with no or very little experience.
Course Content
- 01• What ERP stands for and what it actually means in practice • Why businesses outgrow spreadsheets and disconnected tools • How an ERP connects departments into one system • The core benefits an ERP brings to a business • Where Microsoft Dynamics 365 Business Central fits in the ERP landscape
- 02• The history and positioning of Business Central within the Microsoft ecosystem • What Business Central can and cannot do out of the box • The key functional areas covered by Business Central • Cloud versus on-premise deployment options • Who typically implements and uses Business Central
- 03• The layout and structure of the Business Central interface • How Role Centres work and why they matter • The main navigation elements: menus, search, and the action bar • How to find any record quickly using Tell Me • Key interface concepts: cards, lists, and documents
- 04• What a Company is in Business Central and how multi-company setups work • How fiscal years, accounting periods, and posting dates are managed • The role of master data: customers, vendors, items, and G/L accounts • How transactional data flows through the system • The concept of the General Ledger and posted entries
- 05• What the Chart of Accounts is and why it is the backbone of every ERP • How Business Central structures and numbers G/L accounts • The difference between Posting, Heading, and Total accounts • What Dimensions are and how they replace the need for extra accounts • How to read a simple Balance Sheet and P&L using BC logic
- 06• The structure of a Customer record in Business Central • The structure of a Vendor record and how it mirrors the Customer • The Contact list and how it relates to customers and vendors • Payment terms, credit limits, and pricing setup • How posting groups connect customers and vendors to the G/L
- 07• The end-to-end purchase process in Business Central • How to raise a Purchase Order and what each field means • The goods receipt process and how it updates inventory • Purchase invoice matching and the three-way match concept • How posted purchase entries flow to the General Ledger
- 08• The end-to-end sales process in Business Central • Sales Quotes, Orders, and how they differ • Posting a shipment and what it does to inventory • Sales invoicing and the entries it creates • Cash application: how payments are matched to invoices
- 09• How items are structured in Business Central • Item types: Inventory, Non-Inventory, and Service • Costing methods and why they matter • Unit of measure and item variants • Stock tracking: lot numbers, serial numbers, and expiry dates
- 10• The difference between basic and advanced warehouse configurations • Locations and bins: how physical space is represented in BC • The inbound process: warehouse receipts and put-aways • The outbound process: picks and shipments • Internal movements: transfers between locations
- 11• The built-in reports available in Business Central • Financial statements: Balance Sheet, P&L, and Cash Flow • Analysis Views and how to use them for slice-and-dice reporting • Power BI integration with Business Central • Excel export and when to use it
- 12• How user access is structured in Business Central • Permission sets: what they are and how they work • User groups and how to assign access efficiently • Security filters: restricting access to specific data • Best practices for access control in a BC implementation
- 13• The difference between personalisation and customisation in Business Central • How users can personalise their own view • Page customisation for administrators • AppSource extensions and what they add to BC • When to extend BC and when to adapt the process instead
- 14• The typical phases of a Business Central implementation project • The importance of process mapping before configuration • Data migration: what it involves and why it is always harder than expected • User acceptance testing and go-live readiness • The most common reasons implementations fail and how to avoid them
- 15• How to continue developing your Business Central knowledge • Microsoft certifications relevant to Business Central • The Microsoft Partner ecosystem and career paths • Building practical experience with Business Central • Key resources: Microsoft Learn, community, and documentation
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