81229. Deploy and Configure Microsoft Dynamics 365 Business Central

Description

This course leads students through the deployment and configuration process of Microsoft Dynamics 365 Business Central. It explains how to get a subscription and how to set up a demo environment. The course also provides the knowledge to install the product on a mobile device, how to create a company with your own data and how to migrate data. It also explains how to set up users and email, how to assign permission sets, and how to set up important reporting functions, such as Power BI.

What are the goals for this course?

Create a Demo Environment

Use the Business Manager Role Center

Set up a Trial

Introduce the Product User Interface

Use Help and Resources

Create a Company with Standard Data

Create a Company with No Data

Data Migration Overview Using Assisted Setup

Import Data from Excel

Set Up Users and User Groups

Set Up User Permissions and Profiles

Set Up Power BI and Email

What are the prerequisites to consume this course?

• General knowledge of Microsoft Office
• 81241. Introduction to Microsoft Dynamics 365 Business Central

Module 01: Getting Started

• Registration Overview
• Registration - Create a Demo Environment
• Registration - The Business Manager Role Center
• Microsoft Dynamics 365 Business Central Trial Version - Overview
• Business Central Trial Version - How to get a Subscription
• Creating a Sandbox Environment - Overview
• Changing Which Features are Displayed
• Business Central on Your Mobile - Overview
• Business Central on Your Mobile - Install the App and Log In
• Extensions in Microsoft Dynamics 365 Business Central - Overview
• Extensions in Business Central - Extensions Marketplace
• Help and Resources - Overview
• Help and Resources - Business Assistance
• Help and Resources - Help and Learn More
• Minimum Requirements for Using Business Central
• Frequently Asked Questions
• Classifying Data Sensitivity
• Set up the connection with Dynamics 365 for Sales

Module 02: Company Setup

• Creating New Companies
• Create a Company with Sample Data
• Create a Company with Setup Data Only - Overview
• Use the Assisted Setup to Create a Company with Setup Data Only
• Create a Company with Setup Data Only - Overview of Setup Data
• Create a Company with No Data - Overview
• Use the Assisted Setup to create a Company with No Data

Module 03: Data Migration

• Data Migration in Microsoft Dynamics 365 Business Central
• The Data Migration Assisted Setup
• Data Templates - Overview
• Data Templates - Setting up Customer, Vendor, and Item Templates
• Import data from Excel
• Import data from other Applications
• Import data from other Applications - Extensions Marketplace

Module 04: Users and Security

• Users - Overview
• Get Users from Office 365
• Users - User Card
• User Groups - Overview
• User Groups - Creating a User Group
• User Groups - Adding Members to a User Group
• User Groups - Assigning Permission Sets to a User Group
• Permission Sets - Overview
• Permission Sets - Permissions
• Permission Sets - Special Permission Sets
• User Setup - Overview
• User Setup - Profiles
• User Setup - Assign Profiles to Users

Module 05: Set Up Reporting

• Report Selections - Overview
• Report Selections
• Managing Saved Settings on Reports
• Power BI - Overview
• Power BI - Reporting Data Setup
• Power BI Content Pack Setup
• Select Reports
• Use Business Central as a Datasource in Power BI Desktop
• Assisted Setup

Module 06: Email and Outlook

• Set Up Email - Overview
• Use the Assisted Setup to Set Up Email
• Set Up Email Logging - Overview
• Use the Assisted Setup to Set Up Email Logging
• Set Up Outlook