Microsoft Dynamics 365 Business Central Fundamentals Training Course
Microsoft Dynamics 365 Business Central is a comprehensive, cloud-based business management solution designed to help small and medium-sized enterprises streamline and unify their financials, sales, service, and operational workflows. Built on the Dynamics 365 platform, it offers extensive customization capabilities to align with unique business requirements. Key functionalities encompass financial management, supply chain oversight, project management, and customer relationship management. Furthermore, it seamlessly integrates with other Microsoft ecosystems, such as Office 365 and Power BI, to enhance utility. Ultimately, Business Central empowers organizations with a robust, adaptable platform to manage operations effectively and foster growth.
Target Audience:
This course is tailored for small and medium-sized businesses operating in diverse sectors, including manufacturing, retail, professional services, and construction. It is designed to assist these organizations in consolidating their financial, sales, service, and operational processes into a single unified platform. Additionally, the content is ideal for professionals responsible for the implementation and maintenance of the system within their companies, such as business administrators, finance managers, project managers, and customer service representatives.
Learning Objectives:
- Comprehend the system’s overall functionality and capabilities, including how it facilitates the automation and integration of financials, sales, service, and operations.
- Gain proficiency in navigating the interface and executing fundamental tasks, such as creating and managing financial records, handling inventory, and processing sales orders.
- Learn to tailor the system to specific business needs, including configuring new users and roles, developing custom fields and forms, and establishing workflows.
- Master the utilization and advantages of integrations with other Microsoft products, including Office 365 and Power BI.
- Develop the ability to troubleshoot and resolve common issues that may occur during system usage.
- Acquire the skills to provide training and support to other users within the organization.
- Gain insight into the security protocols and compliance standards of the system.
- Understand the available licensing options for Microsoft Dynamics 365 Business Central.
Course Outline
Module 1: Explore the core capabilities of Dynamics 365 Business Central
Lesson 1: Introduction to Business Central
Lesson 2: Generating Reports and Integrating Business Central
Module 2: Master the fundamentals of Finance in Business Central
Lesson 1: Understanding the General Ledger in Microsoft Dynamics 365 Finance
- Charts of Accounts
- Financial Dimensions concepts
Lesson 2: Exploring Accounts Payable and Accounts Receivable
- Managing the purchase cycle
- Managing the sales cycle
Lesson 3: Overview of Fixed Asset Management
- The Lifecycle of Fixed Assets
Module 3: Master the fundamentals of Supply Chain Management
- Definitions of Bill of Materials (BOM), Routing, and Planning
- Creating Production Orders
- Creating Service Items
Module 4: Master the fundamentals of Human Resources
Lesson 1: Creating Resources
Lesson 2: Managing Resource Capacity and Availability
Requirements
- Foundational knowledge of accounting and financial management principles, such as debits and credits, account balances, and financial statements.
- Familiarity with core business management concepts, including customer relationship management and supply chain management.
- Essential computer skills, with experience using Microsoft Office products like Excel and Outlook.
- Understanding of web-based applications and cloud-based software.
- Basic knowledge of SQL is advantageous but not mandatory.
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