Course 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.
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.
Certifications
This course is part of the following Certifications:
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.
Course Content
- Start your free Dynamics 365 Business Central trial
- Introduction to the capabilities of Microsoft Dynamics 365 Business Central
- Customize Microsoft Dynamics 365 Business Central
- Administer Dynamics 365 Business Central online
- Create new companies in Business Central
- Migrate data to Business Central
- Manage users and implement security in Business Central
- Set up email in Dynamics 365 Business Central
- Integrate Business Central with Outlook
- Create workflows in Dynamics 365 Business Central
- Use approval workflows in Dynamics 365 Business Central
- User interface essentials in Dynamics 365 Business Central
- Personalize the Microsoft Dynamics 365 Business Central user interface
- Use alternative interfaces for Dynamics 365 Business Central
- Change how documents look in Business Central
- Configure Business Central for Excel and Power BI
- Migrate on-premises data to Dynamics 365 Business Central
- Set up general ledger configuration options in Dynamics 365 Business Central
- Set up number series and trail codes in Dynamics 365 Business Central
- Set up posting groups in Dynamics 365 Business Central
- Set up dimensions in Dynamics 365 Business Central
- Set up the chart of accounts in Dynamics 365 Business Central
- Set up general journal templates in Dynamics 365 Business Central
- Create and process journal entries in Dynamics 365 Business Central
- Post periodic journal entries in Dynamics 365 Business Central
- Work with Trade master data in Microsoft Dynamics 365 Business Central
- Set up Trade in Microsoft Dynamics 365 Business Central
- Create purchase documents in Dynamics 365 Business Central
- Receive and invoice items in Dynamics 365 Business Central
- Set up purchase prices and discounts in Dynamics 365 Business Central
- Post purchase item charges in Dynamics 365 Business Central
- Estimate purchase order receipt dates in Dynamics 365 Business Central
- Create sales documents in Dynamics 365 Business Central
- Ship and invoice items in Dynamics 365 Business Central
- Manage sales prices in Dynamics 365 Business Central
- Set up discounts for your customers in Dynamics 365 Business Central
- Promising sales order delivery in Dynamics 365 Business Central
- Set up returns management in Dynamics 365 Business Central
- Manage customer returns in Dynamics 365 Business Central
- Manage returns to vendors in Dynamics 365 Business Central
- Set up cash management in Dynamics 365 Business Central
- Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
- Suggest vendor payments in Dynamics 365 Business Central
- Use checks to pay vendors in Dynamics 365 Business Central
- Perform a bank reconciliation in Dynamics 365 Business Central
- Set up payment reconciliation journals in Dynamics 365 Business Central
- Use the payment reconciliation journal in Dynamics 365 Business Central