Microsoft Dynamics Business Central with Reporting_Functional Course Overview

Minimum Required Prerequisites for Microsoft Dynamics 365 Business Central with Reporting_Functional Course:

• Basic understanding of business processes such as sales, purchasing, inventory management, and finance.
• Familiarity with Microsoft Office suite, particularly Excel.
• Prior exposure to ERP systems can be beneficial but is not mandatory.

These prerequisites ensure that students have the foundational knowledge necessary to grasp the course content effectively.

Target Audience for Microsoft Dynamics Business Central with Reporting_Functional

Microsoft Dynamics 365 Business Central with Reporting_Functional is designed for professionals aiming to master configuration, security, sales, purchase management, project handling, automation, and Power BI integration within Business Central.

• Business Analysts
• IT Managers
• System Administrators
• ERP Consultants
• Financial Managers
• Project Managers
• Operations Managers
• Sales and Purchase Managers
• Accountants and Bookkeepers
• Report Analysts

Learning Objectives - What you will Learn in this Microsoft Dynamics Business Central with Reporting_Functional?

Introduction

The Microsoft Dynamics 365 Business Central with Reporting_Functional course is designed to provide students with comprehensive knowledge and practical skills in configuring, managing, and leveraging the Business Central platform. This includes creating and configuring new companies, managing security, handling sales and purchase orders, managing projects, and integrating Power BI.

Learning Objectives and Outcomes

• Create and configure a new company

  • Create a configuration worksheet
  • Migrate data and validate it using trial balances
  • Create, export, import, and apply a configuration package
  • Create journal opening balances

• Managing security

  • Create and manage user profiles
  • Set up new users and user groups
  • Create and assign permission sets and permissions
  • Apply security filters

• Customers / Sales Order Management

  • Configure core customer settings
  • Create customer-specific selling prices, discounts, and item aliases
  • Create and manage quotes, sales orders, and invoices
  • Handle customer prepayments, returns, exchanges, and refunds
  • Manage customer payments and adjustments

• Vendors / Purchase Order Management

  • Configure core vendor settings
  • Create vendor-specific item aliases and purchase orders
  • Understand PO item costs and last