Course Summary
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.
Set up Business Central (20–25%)
Create and configure a company
Create a company in the on-premises and cloud-based versions of Business Central
Create a company by using Assisted Setup to copy data from an existing company
Describe the use cases and capabilities of RapidStart Services
Create a configuration worksheet
Create and use a configuration package
Create journal opening balances
Manage security
Create and manage user profiles
Set up a new user and user groups
Create and assign permission sets and permissions
Apply security filters
Set up core functionality
Set up company information
Set up printers for on-premises and cloud-based installations
Set up reports and custom report layouts
Set up and use job queues
Set up email accounts
Set up number series
Set up dimensions
Set up dimensions and dimension values
Set up global dimensions and shortcut dimensions
Set up dimensions to master data
Set up blocking combinations of dimensions and dimension values
Describe the Dimension Correction Tool
Manage approvals by using workflows
Set up native workflows
Set up a notification system
Set up approvals
Configure financials (30–35%)
Set up Finance Management
Configure General Ledger setup
Configure accounting periods
Manage the chart of accounts
Set up G/L Account Card
Create account categories and subcategories
Describe filtering on Chart of Accounts for finance reporting
Set up posting groups
Create specific posting groups including bank, customer, vendor, and inventory posting groups
Create general posting groups
Configure General Posting Setup
Set up journals and bank accounts
Set up bank accounts
Create journal templates
Create batches
Implement recurring journals
Set up accounts payables
Create vendor accounts including payment terms, vendor bank accounts, and related records
Set up payment information for vendors
Configure Purchases & Payables Setup
Set up payment journals
Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries
Set up accounts receivables
Create customer accounts
Configure Sales & Receivables Setup
Set up cash receipt journals
Set up payment registration
Configure customer payment methods
Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries
Consolidate customer and vendor balances
Configure sales and purchasing (15–20%)
Set up inventory
Configure inventory set up
Manage items
Create locations
Describe the relationship between items, item ledger entries, and value entries
Differentiate between costing methods
Configure master data for sales and purchasing
Configure core customer settings including shipping agents, locations, and shipping addresses
Configure core vendor settings including order address, lead time, and locations
Configure pricing and discounts
Manage vendor purchase prices
Manage purchase line and invoice discounts
Manage customer sales prices
Manage sales line and invoice discounts
Perform Business Central operations (25–30%)
Perform basic tasks in Business Central
Differentiate between designing, customizing, and personalizing pages
Customize pages
Apply and save filters
Find documents and related entries
Use the Inspect pages and data feature
Perform data updates by using the Edit in Excel feature
Attach and share files by using OneDrive
Process purchases
Manage quotations
Create a purchase order
Receive items for a purchase order
Describe the over-receipt feature
Undo a receipt
Create a posted invoice from a purchase order
Configure recurring purchase lines
Process sales
Manage quotation
Convert a sales quote into a sales order or sales invoice
Analyze item availability
Ship items for a sales order
Undo shipments
Create a sales invoice from a sales order
Configure recurring sales lines
Process financial documents
Process purchase invoices
Process purchase credit memos
Process sales invoices
Process sales credit memos
Combine sales shipments into a single sales invoice
Combine purchase receipts into a single purchase invoice
Correct a posted purchase invoice
Correct a posted sales invoice
Release and reopen documents
Process prepayment invoices for purchases and sales
Process payments and journals
Process payments by using payment journals
Process receipts by using the cash receipts journal
Create bank deposits
Process payment registrations
Apply ledger entries and undo applied entries
Reverse posted journals
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