Microsoft Dynamics 365 Business Central Simplified

Day 01: Configure financials

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1. Set up Finance Management

   • Configure General Ledger setup

   • Configure accounting periods

   • Set up payment terms

2. Manage the chart of accounts

   • Set up general ledger account card

   • Create account categories and subcategories

   • Create financial reports based on the Account Categories field and statistical accounts

3. Set up posting groups

   • Create specific posting groups, including bank, customer, vendor, and inventory posting groups

   • Create general posting groups

   • Configure General Posting Setup

   • Configure Inventory Posting Setup

4. Set up journals and bank accounts

   • Set up bank accounts

   • Create journal templates

   • Create journal batches

   • Implement recurring journals

5. Set up accounts payables

   • Create vendor accounts, including payment terms, vendor bank accounts, and related records

   • Configure Purchases & Payables Setup

   • Set up payment journals

   • Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries

6. 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

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Day 02: Set up Sales Purchasing and Inventory Master Data

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1. Set up inventory

   • Configure inventory setup

   • Manage items, including item categories, attributes, and units of measure.

   • Create locations

   • Describe the relationship between items, item ledger entries, and value entries.

   • Differentiate between costing methods

2. 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

3. Configure pricing and discounts

   • Manage vendor purchase prices

   • Manage purchase line and invoice discounts.

   • Manage customer sales prices.

   • Manage sales line and invoice discounts.

4. Create and configure companies

   • Create a company in Business Central.

   • Create a company by using Assisted Setup

   • Set up intercompany, including IC chart of accounts, dimensions and bank accounts

   • Create intercompany partners​

5. Set up core functionality

   • Set up company information

   • Set up reports and configure report layouts

   • Set up and use job queues

   • Set up email accounts

   • Set up number series

6. Set up dimensions

   • Set up dimensions and dimension values

   • Set up global dimensions and shortcut dimensions

   • Set up default dimensions for master data

   • Set up blocking combinations of dimensions and dimension values

   • Describe the Dimension Correction Tool

   • Set up default dimensions for account types

   • Set up default dimension priorities​

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Day 03: Understanding Business Central Architecture, Data Migration,

Configure Security, Integrations and Approvals

 

1. Manage Security and User Access​

   • Set up a new user

   • Create and assign permission sets and permissions

   • Apply security filters

   • Manage user permissions by using security groups

2. Import data using configuration packages

   • Understanding the data models

   • Use configuration packages and templates

   • Manage the data migration progress 

3. Manage approvals by using workflows

   • Set up native workflows

   • Set up a notification system

   • Set up users for approval and workflow user groups

4. Describe Business Central integrations with other products

   • Describe use cases for Microsoft 365 integration, including Microsoft Excel, OneDrive, Outlook, Teams, and Word

   • Describe use cases for Microsoft Power Platform integration

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Day 04: Perform Business Central operations

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1. 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 Microsoft OneDrive

2. 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

   • Manage blanket purchase orders

3. Process sales

   • Manage quotations

   • 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

   • Manage blanket sales orders

4. 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

5. Process payments and journals

   • Process payments by using payment journals

   • Process receipts by using the cash receipt journal

   • Process payment registrations

   • Apply ledger entries and undo applied entries

   • Reverse posted journals

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