Microsoft Business Central Administration, Configuration and Management

Microsoft Business Central Administration, Configuration and Management Course

Introduction:

The course is aimed at professionals with accounting and operations knowledge and a foundation in cloud business applications.

It is not aimed at NAV experts: for this group there is a course on the differences between NAV and BC

Video Demo of the course:

GOALS:

• Know the main functionalities of Business Central
• Learn to manage purchases, sales, invoices and orders
• Control registration, movement and navigation processes
• User administration and role assignment
• Manage serial numbers, contacts, main files and records
• Analyze configuration issues
• Study the aspects related to Dimensions, journals, financial accounting and recording groups
• Set up connections, extensions, and customization

UNIT 1: Business Central fundamentals, main functionalities

• Introduction to the solution, origin and evolution
• Main features
• The Chart of Accounts
• General Journals: main journals
• Purchases, sales, invoices and orders
• Business Central Configuration
• Assisted Configuration
• Manual Configuration
• Configuration using RapidStart services
• Configuration sheets
• Configuration questionnaires
• Data templates
• Configuration packages
• Creating configuration packages
• Setting up a new company
• Data correspondence
• Administration
• Finance
• Types of system reports

UNIT 2: User and data management. Project management

• User Configuration
• User configuration according to roles
• Assigning profiles to users
• Migrating data using the Setup Wizard
• Business data analysis, creation of KPIs, dimensions
• Sales management
• Purchasing management
• Accounting groups: inventory
• Project administration: use of timesheets, budget management, recording project usage, administration. Analysis of WIP methods
• Fixed asset management
• Self-service

UNIT 3: Auditing, serial numbers, relationship and contact management

• Log settings
• Change of entry records
• Log Activation
• Serial Number Settings
• Serial Number Relationships
• Creation of us series
• Setting up relationships, contacts, segments, interactions, opportunities
• Customer and sales management created in Dynamics 365 for Sales
• Employee management

UNIT 4: Items, products, planning and manufacturing

• Product management
• Items and attributes
• Assembly planning, orders and item and stock management
• Manufacturing
• Warehouse management
• Service Management

UNIT 5: Automation and approval configuration

• Business functions
• Workflow management
• Purchase Invoice Process Workflow Analysis
• Creating a workflow
• Configuring an approval workflow using the wizard
• Using the approval system for purchasing documents

UNIT 6: Period management, regularization, payments and location

• Accounting period management
• Adjustment Entry Configuration
• Modules and electronic payments
• The Portfolio module
• Electronic payment management
• Location
• Corrective invoices
• CCC and NACE codes
• Skip discounts
• ICA Reports, 340, 347 and 349

Unit 7: Data Import and Management

• Top Business Central tables
• Information Management: Using Reports and Views
• Export charts of accounts
• Power BI and financial decision making
• Creating reports with Power BI.com
• Connection with other ERPs

Unit 8: Dimensions

• Value of a dimension
• Setting dimensions and their values
• Default dimensions
• Manual management of dimensions in documents
• Dimension management in journals
• Assign dimensions to multiple accounts
• Management of priorities and conflicts between dimensions

Unit 9: Configuring Codes, Journals and Recording Groups

• Source code configuration
• Reason codes
• Creating journal and batch templates
• Log Group Management
• Configuring log groups
• VAT registration groups
• Setting up VAT registration groups using assisted setup

Unit 10: Customization, service connections and extensions

• User customization options
• Use of insulated containers
• Service connections: Dynamics 365, Exchange, data configuration, sales and inventory forecast, payment methods.
• Concept of extensions
• Creating extensions
• Installation and implementation
• Basic actions with extensions