Module 1: Start your free Dynamics 365 Business Central trial
Do you want to try, explore, and evaluate Business Central? Do you need a Business Central trial to facilitate your learning process? This module provides information on how to set up a free Business Central trial version. Additionally, this module explains how to create your Business Central account, use a demo database, start a trial with your data, and subscribe to your organisation.
By the end of this module, you will be able to:
Create a Business Central account.
Sign in to Business Central.
Use a demo database.
Start a trial with your own data.
Extend your trial and subscribe or unsubscribe your organisation from Business Central.
Module 2: Introducing Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central is built and optimised for small and medium businesses. It's an application for companies that have outgrown their entry-level business applications or are replacing outdated legacy systems and need an end-to-end solution for financials, sales, service, and operations. This module introduces Business Central as a cloud end-to-end business solution.
In this module, you'll learn about:
Why Business Central is a cloud end-to-end business solution.
The core Business Central functionalities by browsing application areas.
Module 3: Customise Microsoft Dynamics 365 Business Central
Business Central is a modern business platform that you can extend and customise to fit your specific needs with little to no code development. This module will show you some possibilities to tailor your solution to your customer's needs.
By the end of this module, you'll be able to:
Understand the high-level technical architecture of Business Central.
Know the available options to tailor Business Central to specific needs
Module 4: Administer Dynamics 365 Business Central online
Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider programme to configuring monitoring.
By the end of this module, you'll be able to:
Know how to sign up for the Cloud Solution Provider programme.
Use the administration center to manage environments.
Set up tenant notifications and inspect environment telemetry.
Manage support requests for customers.
Export a database.
Enable features ahead of time.
Module 5: Create new companies in Business Central
Learn how to create and set up new companies efficiently in Business Central.
By the end of this module, you'll be able to:
Create new companies.
Set up a company.
Enter company information.
Module 6: Migrate data to Business Central
After creating a new company, you can migrate your data to Business Central.
By the end of this module, you will be able to:
Perform data migration using the Data migration-assisted setup wizard
Work with data templates
Import data from Excel and other finance systems
Module 7: Manage users and implement security in Business Central
Learn how to manage users and implement security in Business Central.
By the end of this module, you will be able to:
Manage users and user groups
Implement and configure security
Setup profiles and role centers
Audit changes to data
Module 8: Set up email in Dynamics 365 Business Central
Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and emails in Business Central.
In this module, you will:
Set up email accounts.
Learn how to compose and send an email.
Learn how to send documents by email.
Set up document-sending profiles.
Assign email scenarios.
Module 9: Integrate Business Central with Outlook
Learn how to integrate Business Central with Outlook to email your users.
By the end of this module, students will be able to:
Integrate Business Central with Outlook
Use the add-ins
Creating invoices from meeting appointments
Do a quick document lookup
Module 10 Create workflows in Dynamics 365 Business Central
You can set up and use workflows to connect different users' business-process tasks. To use workflows in Business Central, you must set up and enable workflows, set up workflow users, and specify how users receive notifications.
In this module, you will:
Create workflows manually.
Create workflows from templates.
Set up users.
Set up notifications.
Set up approvals by using Assisted Setup.
Module 11: Use approval workflows in Dynamics 365 Business Central
This module uses the purchase order approval workflow as an example to show you how to use workflow templates included in Microsoft Dynamics 365 Business Central to create new approval workflows.
In this module, you will:
Request approval of a record.
Cancel a request for approval.
Approve or reject a request for approval.
Delegate a request for approval.
Manage overdue approval requests.
Module 12: User interface essentials in Dynamics 365 Business Central
Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.
By the end of this module, you'll be able to:
Understand, activate, and work with role center pages.
Understand and work with lists, cards, and document pages.
Use the app menu and app bar.
Find help on topics within the application.
Module 13: Personalise the Microsoft Dynamics 365 Business Central user interface
The user interface for Business Central can be optimised for personal use. This module explains and demonstrates the personalisation options that are available to users.
By the end of this module, you'll be able to:
Change the theme for your organisation.
Change user role centres.
Personalise list and card pages
Module 14: Use alternative interfaces for Dynamics 365 Business Central
The modern user interface experience for Business Central isn't limited to the web client. Business Central comes with smartphone, tablet, and Outlook interfaces.
In this module, you'll:
Install and use Business Central on a smartphone or tablet.
Configure and use Microsoft Outlook as an interface for Business Central
Module 15: Change how documents look in Business Central
Find out how to customise document layouts and reports in Business Central to follow your company's guidelines and preferences
By the end of this module, students will be able to:
Manage report and document layouts
Create and modify report or document layouts
Implement report selections and manage saved settings for reports
Module 16: Configure Business Central for Excel and Power BI
Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.
By the end of this module, students will be able to:
Create Business Central web services that can be used as data sources in Power BI
View data in Power BI reports in Business Central
Enable business data for Power BI
Export business data to Excel
Module 17: Migrate on-premises data to Dynamics 365 Business Central
Are you looking to move to the cloud and easily migrate to Business Central online? This module uses built-in migration tools to migrate data to Business Central online from specific product versions.
By the end of this module, you will be able to:
Understand the steps to migrate to Business Central online.
Meet requirements and weigh considerations of migration
Module 18: Set up general ledger configuration options in Dynamics 365 Business Central
The General Ledger Setup page specifies a default setting for the general ledger and other application areas. General ledger setup must be completed for each company set up in Business Central.
In this module, you will:
Set up general features such as date range and currency settings.
Create global and shortcut dimensions.
Set up background posting and reporting.
Establish rounding and tolerance in the application.
Module 19 Set up number series and trail codes in Dynamics 365 Business Central.
Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. It also shows you how to create and use source and reason codes in Dynamics 365 Business Central.
In this module, you will:
Learn about the purpose of number series.
Set up number series.
Create number series relations.
Set up source codes and reason codes.
Module 20: Set up posting groups in Dynamics 365 Business Central
Do you want to know what posting groups do and how they are used in Business Central? This module will explain what posting groups are and what they are used for in Dynamics 365 Business Central. Additionally, this module shows you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.
In this module, you will:
Learn about the purpose of posting groups in Business Central.
Set up posting groups to link receivables, payables, bank accounts, and inventory accounts.
Map sales and purchase G/L accounts in the general posting setup.
Module 21: Set up dimensions in Dynamics 365 Business Central
If you are responsible for financial reporting, follow this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on journal entries, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.
By the end of this module, you will be able to:
Set up dimensions and dimension values.
Enter dimensions manually in sales and purchase documents.
Set up global and shortcut dimensions.
Assign default dimensions to accounts.
Prioritise default dimensions of certain account types.
Block dimension combinations
Module 22: Set up the chart of accounts in Dynamics 365 Business Central
Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature compares actual amounts and budgeted amounts using a combination of G/L accounts, periods, and dimensions.
By the end of this module, you'll be able to:
Use the chart of accounts.
Create new G/L accounts.
Assign account categories.
Set up and assign account subcategories.
Set up a review policy for general ledger entries.
Module 23: Set up general journal templates in Dynamics 365 Business Central
With general journals, users can enter data in general ledger accounts and other accounts, such as customer, vendor, and bank accounts. This module will focus on how to set up general journal templates and batches.
By the end of this module, you will be able to:
Explain the purpose and organisation of journal templates and journal batches.
Create general journal templates and general journal batches.
Module 24: Create and process journal entries in Dynamics 365 Business Central
If you want to know how to use general journals, then this module can help. This module explains how to use general journals to post information into the general ledger and other accounts. You can also use the general journal to post cost allocations and other adjustments to the accounts, and then you can reverse and correct incorrect entries.
By the end of this module, you will be able to:
Create and post general journal entries.
Use standard journals to save and retrieve general journal lines.
Preview the posting of general journal lines.
Reverse journal entries
Module 25: Post periodic journal entries in Dynamics 365 Business Central
When you frequently need to enter duplicate journal postings, Dynamics 365 Business Central provides recurring journals so you can post journal lines regularly. Additionally, when you use recurring journals, you can post cost allocations using allocation keys based on amounts or percentages.
By the end of this module, you will be able to:
Understand how to use recurring journals.
Use recurring journals with fixed and variable amounts.
Record accruals by using recurring journals.
Module 26: Work with Trade master data in Microsoft Dynamics 365 Business Central
Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.
In this module, you will:
Create an item in Business Central.
Create a customer in Business Central.
Create a vendor in Business Central.
Use templates to create critical records.
Module 27: Set up Trade in Microsoft Dynamics 365 Business Central
Do you plan on using Trade in Business Central? If so, this module explains how to set up the Trade application area in Business Central and create locations.
In this module, you will:
Set up sales and receivables.
Set up purchases and payables.
Assign number series for sales and purchase documents.
Create locations.
Make locations mandatory by using inventory setup
Module 28: Create purchase documents in Dynamics 365 Business Central
Do you need to create purchase documents like blanket orders, orders, and invoices? This module will provide essential information that you should know to create these purchase documents in Business Central.
By the end of this module, you will be able to:
Create purchase quotes and convert them to orders.
Create blanket orders and convert them to orders.
Module 29: Receive and invoice items in Dynamics 365 Business Central
Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.
By the end of this module, you will be able to:
Receive items from vendors.
Post partial receipts.
Post a purchase invoice for one receipt.
Post a purchase invoice for multiple receipts.
Review posted purchase documents.
Module 30: Set up purchase prices and discounts in Dynamics 365 Business Central
Do you need to set up item purchase prices and item discounts? If so, follow this module, which will show you how. Additionally, this module provides an overview of the conditions that can be used for special prices. You will also learn how to set up and use purchase discounts.
By the end of this module, you will be able to:
Create a special price for one vendor.
Know the available sales prices when you are purchasing items.
Create an item discount for one vendor.
Know the available discounts when you are purchasing items.
Create an invoice discount for a vendor.
Use invoice discounts in purchase documents.
Module 31: Post-purchase item charges in Dynamics 365 Business Central
Do you want to know how to process additional direct item costs, such as freight, in Business Central? This module shows how to process item charges in Business Central and how these charges affect the direct unit cost of an item.
By the end of this module, you will be able to:
Set up item charges.
Process item charges in purchase order and purchase invoice.
Assign item charges to multiple items.
Allocate item charges based on volume and weight.
Analyse the direct unit cost of an item.
Module 32: Estimate purchase order receipt dates in Dynamics 365 Business Central
Do you want to estimate purchase order receipt dates? This module provides an overview of the data fields on purchase orders and explains the relationships between them.
By the end of this module, you will be able to:
Set up lead times for vendors and items.
Estimate purchase order receipts.
Module 33: Create sales documents in Dynamics 365 Business Central
Do you need to create sales documents like quotes, orders and invoices? This module will provide the basic information needed to create these Dynamics 365 Business Central documents.
By the end of this module, you'll be able to:
Create sales quotes and convert them to orders or invoices
Create blanket orders and convert them to orders
Understand how to fulfill sales orders for products not kept in stock
Create drop shipment orders
Module 34: Ship and invoice items in Dynamics 365 Business Central
Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers and how to invoice items and services to customers.
By the end of this module, students will be able to:
Ship items to customers
Deliver partial shipments
Invoice one shipment
Invoice multiple shipments
Review posted sales documents
Module 35: Manage sales prices in Dynamics 365 Business Central
If you are responsible for managing item sales prices, complete this module about setting up and maintaining sales prices for items. It provides an overview of the conditions that can be used for special prices and how to target individual customers or customer groups. It also explains how to use special prices in sales quotes and sales orders.
By the end of this module, you will be able to:
Create a special price for one customer
Create a special price for customer groups
Update prices in sales orders
Create new sales prices for future periods
Create new sales prices for customer groups
Bulk edit the unit price on the item card
Module 36: Set up discounts for your customers in Dynamics 365 Business Central
Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.
By the end of this module, you will be able to:
Create an item discount for one customer
Create an item discount for customer groups
Create discounts for item groups
Get an overview of available discounts when selling items
Create an invoice discount for a customer
Use invoice discounts in sales documents
Module 37: Promising sales order delivery in Dynamics 365 Business Central
Do you want to calculate item delivery dates? This module will focus on sales order promises. It explains the date fields on sales orders and the relationships between them, with the primary objective of calculating item delivery dates.
By the end of this module, students will be able to:
Understand the fundamental concepts of order promising in Business Central
Set up order promises in Business Central
Use the promising sales order delivery functions
Use the Capable-to-Promise functions to replenish unavailable items
Module 38: Set up returns management in Dynamics 365 Business Central
Do you need to handle sales and purchase returns? In this module, learn how to set up returns management in Dynamics 365 Business Central.
By the end of this module, you will be able to:
Understand the return-related setup in the sales and purchase application areas
Make exact cost reversing mandatory
Create return reasons
Assign return locations
Module 39: Manage customer returns in Dynamics 365 Business Central
Do you need to learn how Business Central handles sales returns? Learn how to enter return agreements and process and post return documents. You will also learn about return orders and how to enter replacement items on a sales return order.
By the end of this module, students will be able to:
Understand how return orders can be used to enter return-related tasks
Enter replacement items in a sales return order
Charge restock fees to customers
Return defective items to vendors
Post sales return documents, and review posted entries
Module 40: Manage returns to vendors in Dynamics 365 Business Central
Do you need to return items to a vendor? This module focuses on how to process returns to vendors.
By the end of this module, you will be able to:
Understand how return orders can be used to enter return-related tasks
Return defective items to vendors
Post-purchase return documents and review posted entries
Module 41: Set up cash management in Dynamics 365 Business Central
Cash management in Dynamics 365 Business Central manages a company's bank accounts. Before processing bank transactions, you should set up cash management by creating bank accounts and journals.
By the end of this module, you will be able to:
Create bank accounts in Business Central.
Create customer and vendor bank accounts.
Enter receivables information for customers.
Enter payables information for vendors.
Module 42: Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
Do you want to know how to process customer payments in Business Central manually? If so, then this module is for you. This module will focus on manually entering payments in the cash receipt and payment journal and explaining how to apply for payments.
By the end of this module, you will be able to:
Process a customer payment manually.
Enter a line in the payment journal manually.
Apply a payment to customer and vendor ledger entries.
Process a partial payment.
Unapply entries to customer and vendor ledger entries.
Process payment differences automatically
Module 43: Suggest vendor payments in Dynamics 365 Business Central
Do you need to prepare vendor payments? If so, follow along with this module to discover how to process open vendor ledger entries and create payment suggestions based on criteria such as due dates and vendor priorities. This module also describes the available options to pay vendors.
By the end of this module, you will be able to:
Use the Suggest Vendor Payments function in Business Central.
Create payment suggestions for one or multiple vendors.
Suggest payments by using vendor priorities and available amounts.
Pay invoices on their due dates.
Module 44: Use checks to pay vendors in Dynamics 365 Business Central
Do you want to know how to pay vendors by using checks? This module focuses on how to enter payment lines for manual checks, how to print computer checks, and how to void a check financially.
By the end of this module, you will be able to:
Print and post payables checks.
Void a check financially.
Void and reprint computer checks
Module 45: Perform a bank reconciliation in Dynamics 365 Business Central
Do you want to find out how to reconcile bank accounts in Dynamics 365 Business Central? If so, then this module is for you. The bank reconciliation feature is used to check the bank ledger entries and the balance on the accounts against the statement from the bank.
By the end of this module, you will be able to:
Populate bank reconciliation lines.
Import bank statements.
Match reconciliation lines.
Post the bank account reconciliation.
Module 46: Set up payment reconciliation journals in Dynamics 365 Business Central
Do you want to know how to set up payment reconciliation journals in Dynamics 365 Business Central? This module will focus on how to set up payment reconciliation journals. It also explains how to automatically modify payment application rules to apply payment lines.
By the end of this module, you will be able to:
Set up bank accounts for payment reconciliation journals.
Understand the payment application rules.
Modify the payment application rules.
Module 47: Use the payment reconciliation journal in Dynamics 365 Business Central
Do you want to discover how to use payment reconciliation journals in Business Central? If so, follow this module, which shows how to use the payment reconciliation journal to import bank statements and automatically match payments. This module also explains how you can post and reconcile the payment lines.
By the end of this module, you will be able to:
Import bank statements.
Review the match confidence of each payment reconciliation journal line.
Modify automatic applications.
Map text to a G/L account.
Post and reconcile the payment reconciliation journal.
