Microsoft Business Central Administration, Configuration and Management

Microsoft Business Central Administration, Configuration, and Management Course

Course Overview

The Microsoft Dynamics 365 Business Central: Administration, Configuration, and Management course provides a comprehensive and practical overview of Microsoft's ERP system, designed for integrated business management. Throughout the training, fundamental concepts, initial system configuration, and the administration of key business processes within Business Central are covered.

The course aims for students to understand how to efficiently configure, administer, and manage Business Central, integrating key areas such as financial management, sales, purchasing, inventory, and operations, all within a unified, cloud-based environment.

The training is geared towards both system implementation and daily operational and administrative use, allowing for an understanding of Business Central's overall functioning and its role as a central platform for business management.
This course serves as a solid foundation for professionals who work or wish to work with Microsoft Dynamics 365 Business Central, facilitating comprehension of its structure, capabilities, and application in real business environments.

Advantages of Microsoft Business Central Administration, Configuration, and Management

Who is this course for?

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

It is not intended for NAV experts; for this group, there is a course on the differences between NAV and BC.

Training Objectives

• Understand the main functionalities of Business Central
• Learn to manage purchases, sales, invoices, and orders
• Control registration processes, movements, and navigation
• User administration and role assignment
• Manage serial numbers, contacts, main records, and entries
• Analyze aspects related to configurations
• Study aspects related to Dimensions, general journals, financial accounting, and posting groups
• Configure connections, extensions, and customization

Course Content for Microsoft Business Central Administration, Configuration, and Management - Program

UNIT 1: Fundamentals of Business Central, main functionalities

• Introduction to the solution, origin, and evolution
• Main functionalities
• The Chart of Accounts
• General Journals: main General Ledgers
• Purchases, sales, invoices, and orders
• Business Central Configuration
• Assisted Setup
• Manual Setup
• Setup using RapidStart services
• Configuration Worksheets
• Setup Questionnaires
• Data Templates
• Configuration Packages
• Creating Configuration Packages
• Setting up a new company
• Data Mapping
• Administration
• Finance
• Types of system reports

UNIT 2: User and Data Management. Project Administration

• User setup
• User setup according to roles
• Assigning profiles to users
• Data migration using the Setup Wizard
• Business data analysis, KPI creation, dimensions
• Sales management
• Purchase management
• Posting Groups: inventory
• Project administration: use of timesheets, budget management, project usage registration, administration. Analysis of WIP methods
• Fixed asset management
• Self-service

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

• Record setup
• Changing entry records
• Activating records
• Serial number setup
• Serial number relationships
• Creating serial numbers
• Setting up relationships, contacts, segments, interactions, opportunities
• Managing customers and sales 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
• Analysis of the purchase invoice process workflow
• Creating a workflow
• Configuring an approval workflow using the wizard
• Using the approval system for purchase documents

UNIT 6: Period management, regularization, payments, and localization

• Accounting period management
• Setting up the regularization entry
• Electronic modules and payments
• The Portfolio module
• Managing Electronic Payments
• Localization
• Corrective invoices
• CCC and NACE codes
• Skip discounts
• ICA, 340, 347, and 349 reports

Unit 7: Data import and management

• Main Business Central tables
• Information management: using reports and views
• Exporting account schemes
• Power BI and financial decision making
• Creating reports with Power BI.com
• Connection with other ERPs

Unit 8: Dimensions

• Dimension value
• Setting up dimensions and their values
• Default dimensions
• Manual dimension management in documents
• Dimension management in general journals
• Assigning dimensions to multiple accounts
• Managing priorities and conflicts between dimensions

Unit 9: Configuring codes, General Journals, and Posting Groups

• Source code configuration
• Reason codes
• Creating general journal templates and batches
• Managing posting groups
• Configuring posting groups
• VAT posting groups
• Configuring VAT posting groups using assisted setup

Unit 10: Customization, service connections, and extensions

• User customization options
• Using Isolated Containers
• Service connections: Dynamics 365, Exchange, data setup, sales and inventory forecasting, payment methods.
• Concept of extensions
• Creating extensions
• Installation and implementation
• Basic actions with extensions

Want to take this course? Request information now

If you want to take this course in virtual modality you can purchase it at the top of the product page. For any questions, please contact us.

If you want to take this course in in-person or telepresence modality please contact us:

• Email: info@nanforiberica.com 
• Phone:  +34 91 031 66 78
• WhatsApp:  +34 685 60 05 91