81241. Introduction to Microsoft Dynamics 365 Business Central

Description

This course examines the basic concepts of Microsoft Dynamics 365 Business Central, how to personalize the user interface and how to navigate. It also covers typical user tasks in common application areas, such as Finance, Inventory, Purchases, and Sales.

What are the goals for this course?

Explain the concept of ERP and Business Central

Discuss the concept of the ribbon

Demonstrate how to use the navigation pane

Explain how to customize the user interface

Use function keys and basic keyboard shortcuts

Enter and edit information

Use zooms, search, filters, and other navigation functions

Integrate with Microsoft Office products such as OneNote, Word, and Excel

Introduction to customer cards, vendor cards and item cards

Provide insight into functionality available in areas of the application

Explain the web services support in Business Central

Describe the different client types

Introduce the Microsoft Dynamics 365 Business Central development environment

Explain the multi-language functionality in the application

What are the prerequisites to consume this course?

General knowledge of Microsoft Windows

General accounting knowledge

Module 01: Microsoft Dynamics 365 Business Central as a Cloud ERP System

• What Makes Microsoft Dynamics 365 Business Central a Cloud End to End Business Solution?
• Essential and Premium
• App Source
• In Office 365 Experience

Module 02: Multiple Client Support

• The Web Client
• The Tablet Client and Phone Client

Module 03: Browse Application Areas

• Financial Management
• Additional Financial Management Topics
• Customer Relationship Management
• Supply Chain Management
• Project Management
• Human Resources
• Service Management
• Manufacturing
• Other Microsoft Dynamics 365 Business Central Features

Module 04: User Interface

• Pages
• User Interface Components Overview
• Searching for Pages and Reports
• My Settings
• Exploring List Pages

Module 05: User Personalization

• Personalize Pages
• Design Pages

Module 06: Basic Functionalities

• Search and Select Information
• Sort Information
• Filter Information
• Enter Criteria in Filters
• Go to Next/Previous Page
• Enter and Edit Information
• Enter and Edit Information Demonstration
• Notes, Links, Attachments and Comments
• Open In Excel
• Edit in Excel
• Send Reports and Documents To:
• Navigate
• Shortcut Keys

Module 07: Master Data for the Sales and Purchase Process

• Customers
• Items
• Item Attributes
• Vendors
• G/L Accounts and Chart of Accounts

Module 08: Process Sales and Purchases

• Process Flows
• From Purchase Order to Purchase Invoice
• Create Purchase Invoices
• From Sales Quote to Sales Invoice
• Send Invoices to Customers

Module 09: Customization Overview

• Extensibility
• App Source
• Customization
• Power BI
• Microsoft Flow
• Power Apps