What’s Included?

icon High-Quality Video, E-book & Audiobook icon Modules Quizzes icon AI Mentor icon Access for Tablet & Phone

Prerequisites

    • Applied knowledge of basic financial management, sales, purchasing, and inventory in Business Central.
    • Familiarity with Microsoft 365 and Dynamics 365 suite applications

Skills You’ll Gain

  • System Configuration
  • Data Migration
  • Reporting & Automation
  • User Security Management
  • Tool Integration

Self Study Materials Included

Videos

Engaging visual content to enhance understanding and learning experience.

Podcasts

Insightful audio sessions featuring expert discussions and real-world cases.

Audiobooks

Listen and learn anytime with convenient audio-based knowledge sharing.

E-Books

Comprehensive digital guides offering in-depth knowledge and learning support.

Module Wise Quizzes

Interactive assessments to reinforce learning and test conceptual clarity.

Additional Resources

Supplementary references and list of tools to deepen knowledge and practical application.

Tools You’ll Master

Dataverse

Dataverse

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central

Microsoft Excel

Microsoft Excel

Power Apps

Power Apps

Power Automate

Power Automate

Power Bl

Power Bl

Power Platform

Power Platform

What You’ll Learn

Configure Business Central Core Modules

Set up financials, sales, and purchasing to align with business needs.

Migrate Data Efficiently

Use templates and tools to transfer data into Business Central.

Automate and Report with Power Platform

Create workflows and reports using Power Automate, Power Apps, and Power BI.

Manage Users and Security

Configure role centers, manage user access, and implement security policies.

Course Modules

Lesson 1: Deploy and configure Microsoft Dynamics 365 Business Central

Module 1.1: Administer Dynamics 365 Business Central online

Module 1.2: Create new companies in Business Central

Module 1.3: Migrate data to Business Central

Module 1.4: Migrate on-premises data to Dynamics 365 Business Central

Module 1.5: Manage users and implement security in Dynamics 365 Business Central

Module 1.6: Set up email in Dynamics 365 Business Central

Module 1.7: Integrate Dynamics 365 Business Central with Outlook

Module 1.8: Integrate Dynamics 365 Business Central with Teams

Module 1.9: Create workflows in Dynamics 365 Business Central

Module 1.10: Use approval workflows in Dynamics 365 Business Central

Lesson 2: Use journals in Microsoft Dynamics 365 Business Central

Module 2.1: Set up general journal templates in Dynamics 365 Business Central

Module 2.2: Create and process journal entries in Dynamics 365 Business Central

Module 2.3: Post periodic journal entries in Dynamics 365 Business Central

Module 2.4: Use general ledger allocations in Business Central

Lesson 3: Build reports for Microsoft Dynamics 365 Business Central

Module 3.1: Introduction to report components in Dynamics 365 Business Central

Module 3.2: Use the report design process in Dynamics 365 Business Central

Module 3.3: Design the data model of a report in Dynamics 365 Business Central

Module 3.4: Add a layout to a report in Dynamics 365 Business Central

Module 3.5: Complete the report request page in Dynamics 365 Business Central

Module 3.6: Add reports to Tell Me and substitute a report in Dynamics 365 Business Central

Module 3.7: Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central

Module 3.8: Implement multilingual reports in Dynamics 365 Business Central

Module 3.9: Work with reports in Dynamics 365 Business Central

Module 3.10: Analyze list data using data analysis mode in Business Central

Module 3.11: Extend reports in Dynamics 365 Business Central

Lesson 4: Develop using Power Apps and Power Automate for Dynamics 365 Business Central

Module 4.1: Introduction to Microsoft Power Platform and Business Central

Module 4.2: Create a canvas app based on Business Central data

Module 4.3: Use Power Automate with Business Central

Module 4.4: Use model-driven apps and Dataverse with Business Central

Module 4.5: Create a custom connector to extend Microsoft Power Platform functionalities with Business Central

Lesson 5: Configure Sales and Purchasing

Module 5.1: Introduction to integrating Dataverse with Dynamics 365 Business Central

Module 5.2: Get started with the Shopify connector in Dynamics 365 Business Central

Module 5.3: Set up cash management in Dynamics 365 Business Central

Module 5.4: Set up the chart of accounts in Dynamics 365 Business Central

Module 5.5: Work with pages in Dynamics 365 Business Central

Module 5.6: Create purchase documents in Dynamics 365 Business Central

Module 5.7: Create sales documents in Dynamics 365 Business Central

Module 5.8: Perform a bank reconciliation in Dynamics 365 Business Central

Lesson 6: Reconcile bank accounts in Microsoft Dynamics 365 Business Central

Module 6.1: Perform a bank reconciliation in Dynamics 365 Business Central

Module 6.2: Set up payment reconciliation journals in Dynamics 365 Business Central

Module 6.3: Use the payment reconciliation journal in Dynamics 365 Business Central

Lesson 7: Set up financial management in Microsoft Dynamics 365 Business Central

Module 7.1: Set up general ledger configuration options in Dynamics 365 Business Central

Module 7.2: Set up number series and trial codes in Dynamics 365 Business Central

Module 7.3: Set up posting groups in Dynamics 365 Business Central

Module 7.4: Set up dimensions in Dynamics 365 Business Central

Module 7.5: Set up the chart of accounts in Dynamics 365 Business Central

Lesson 8: Get started with Trade in Microsoft Dynamics 365 Business Central

Module 8.1: Work with Trade master data in Microsoft Dynamics 365 Business Central

Module 8.2: Set up Trade in Microsoft Dynamics 365 Business Central

Lesson 9: Process customer and vendor payments in Microsoft Dynamics 365 Business Central

Module 9.1: Set up cash management in Dynamics 365 Business Central

Module 9.2: Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central

Module 9.3: Suggest vendor payments in Dynamics 365 Business Central

Module 9.4: Use checks to pay vendors in Dynamics 365 Business Central

Lesson 10: Get started with inventory management in Microsoft Dynamics 365 Business Central

Module 10.1: Create items in Dynamics 365 Business Central

Module 10.2: Adjust inventory in Dynamics 365 Business Central

Lesson 11: Set up warehouse management in Microsoft Dynamics 365 Business Central

Module 11.1: Get started with warehouse management in Dynamics 365 Business Central

Module 11.2: Set up zones and bins in Dynamics 365 Business Central

Module 11.3: Create new bins in Dynamics 365 Business Central

Module 11.4: Set up put-away templates in Dynamics 365 Business Central

Module 11.5: Configure bins on the location card in Dynamics 365 Business Central

Module 11.6: Prepare warehouse management for item tracking in Dynamics 365 Business Central

Lesson 12: Sell items and services in Microsoft Dynamics 365 Business Central

Module 12.1: Create sales documents in Dynamics 365 Business Central

Module 12.2: Ship and invoice items in Dynamics 365 Business Central

Module 12.3: Manage sales price lists in Dynamics 365 Business Central

Module 12.4: Manage sales prices in Dynamics 365 Business Central

Module 12.5: Set up discounts for your customers in Dynamics 365 Business Central

Module 12.6: Promising sales order delivery in Dynamics 365 Business Central

Lesson 13: Work with the Microsoft Dynamics 365 Business Central user interface

Module 13.1: User interface essentials in Dynamics 365 Business Central

Module 13.2: Personalize the Microsoft Dynamics 365 Business Central user interface

Module 13.3: Use alternative interfaces for Dynamics 365 Business Central

Lesson 14: Set up Microsoft Dynamics 365 Business Central for reporting

Module 14.1: Change how documents look in Business Central

Module 14.2: Configure Business Central for Excel and Power BI

Lesson 15: Work like a pro with data in Business Central

Module 15.1: Explore and modify information in Business Central

Module 15.2: Search, filter, sort, and select data in Business Central

Module 15.3: Master, supplemental and personal data in Business Central

Lesson 16: Purchase items and services in Microsoft Dynamics 365 Business Central

Module 16.1: Create purchase documents in Dynamics 365 Business Central

Module 16.2: Receive and invoice items in Dynamics 365 Business Central

Module 16.3: Set up purchase prices and discounts in Dynamics 365 Business Central

Module 16.4: Post purchase item charges in Dynamics 365 Business Central

Module 16.5: Estimate purchase order receipt dates in Dynamics 365 Business Central

Lesson 17: Return items in Microsoft Dynamics 365 Business Central

Module 17.1: Set up returns management in Dynamics 365 Business Central

Module 17.2: Manage customer returns in Dynamics 365 Business Central

Module 17.3: Manage returns to vendors in Dynamics 365 Business Central

Lesson 18: Assemble items in Microsoft Dynamics 365 Business Central

Module 18.1: Set up assembly management in Dynamics 365 Business Central

Module 18.2: Set up assembly items in Dynamics 365 Business Central

Module 18.3: Assemble to order in Dynamics 365 Business Central

Module 18.4: Assemble to stock in Dynamics 365 Business Central

Module 18.5: Assemble for a project in Dynamics 365 Business Central

Frequently Asked Questions

This course teaches you to implement and optimize Microsoft Dynamics 365 Business Central, focusing on core functionality and integrations with Microsoft tools.

Functional Consultants, Business Analysts, and professionals looking to implement and configure Dynamics 365 for small to medium businesses.

The course is available both as instructor-led training and self-paced learning options.

Basic knowledge of Dynamics 365 and business management is recommended, but not mandatory.