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

€655.00
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