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D365 Business Central Procure to Pay
Audience
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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