Dynamics Business Central with Reporting Course Overview

Dynamics Business Central with Reporting Course Overview

The "Dynamics Business Central with Reporting" course is designed to provide comprehensive training on the utilization of Dynamics 365 Business Central for reporting-training-courses">financial reporting and business management. This course takes learners through the process of creating and configuring a new company, ensuring they understand the foundational setup required to work within the system.

Module 1 covers the initial steps to establish a new company within Dynamics 365 Business Central, setting the stage for all operations.

Module 2 delves into managing security, a crucial aspect of protecting sensitive financial data and maintaining compliance.

Module 3 and Module 4 guide learners through managing customers and sales order management, as well as vendors and purchase order management, respectively.

Module 5 focuses on business central reporting-training-courses">financial reporting, demonstrating how to generate insightful reports for decision-making.

Finally, Module 6 introduces automation, including workflows and alerts, to streamline operations and enhance efficiency.

By the end of the course, learners will have a solid understanding of how to use Dynamics 365 Business Central for effective business management and reporting.

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Course Prerequisites

To ensure a successful learning experience in the Dynamics Business Central with Reporting course, participants should meet the following minimum prerequisites:


  • Basic understanding of business processes and their interrelationships, such as sales, purchasing, and finance.
  • Familiarity with Microsoft Windows operating system and its core functionality.
  • Experience with using basic features of Microsoft Office applications, particularly Excel.
  • An interest in learning how to apply technology to solve business problems and improve efficiency.
  • No advanced technical or programming skills required, as this course is designed for end users.
  • Prior experience with other business management software or ERP systems is helpful but not necessary.

Please note that the course is structured to accommodate participants with varying levels of experience, and our instructors are adept at providing support and guidance tailored to each student's background and abilities.


Target Audience for Dynamics Business Central with Reporting

Learn Dynamics Business Central with Reporting at Koenig Solutions to master company configuration, security, sales, purchases, reporting, and automation.


  • Business Analysts
  • System Administrators
  • Financial Controllers
  • ERP Consultants
  • IT Managers
  • Operations Managers
  • Dynamics 365 Users
  • Sales and Purchase Managers
  • Accountants and Bookkeepers
  • Professionals seeking to improve business processes through automation


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

Introduction to Learning Outcomes and Concepts Covered:

The Dynamics Business Central with Reporting course empowers learners to manage business processes, security, reporting, and automation within a new company setup to optimize operations and decision-making.

Learning Objectives and Outcomes:

  • Understand the initial setup and configuration of a new company within Dynamics Business Central.
  • Learn how to manage user security and control access to sensitive data and functionality.
  • Master the management of customer relationships and sales order processes, from creation to fulfillment.
  • Acquire the skills to manage vendor relationships and purchase order workflows effectively.
  • Gain proficiency in utilizing Dynamics Business Central's reporting features for financial and operational insights.
  • Develop the ability to create custom reports and understand the integration with other reporting tools.
  • Explore the automation capabilities of Dynamics Business Central, including workflows and alerts.
  • Learn how to streamline business processes through automated approvals and notifications.
  • Understand how to configure and customize workflows to match specific business requirements.
  • Acquire practical knowledge through hands-on exercises and real-world scenarios to apply best practices in business process management.

Technical Topic Explanation

Dynamics 365 Business Central

Dynamics 365 Business Central is a comprehensive business management solution from Microsoft that helps companies connect their financials, sales, service, and operations. It streamlines business processes and provides in-depth analytics and reporting capabilities. Key features include Business Central financial reporting, which aids in detailed financial analysis and decision-making. Dynamics 365 Business Central reporting enhances visibility across all business activities with customizable reports. This tool builds on the functionality of reports Business Central, allowing users to generate and share powerful insights easily and efficiently. This integration improves strategic planning and operational control within an organization.

Business Management

Business Management involves overseeing an organization's operations and activities to ensure efficiency and effectiveness. It covers planning, organizing, staffing, leading, and controlling a company's resources to achieve its goals and objectives. Specifically within Business Central, it includes **business central reports**, **dynamics 365 business central reporting**, and **business central financial reporting**. These features enable companies to aggregate data, analyze financials, and create detailed reports which help in making informed decisions, enhancing performance, and maintaining compliance.

Managing Security

Managing Security in technology involves implementing measures to protect digital systems and data from unauthorized access, theft, or damage. This typically includes using firewalls, encryption, secure passwords, and antivirus software to safeguard sensitive information. Additionally, businesses must regularly update their security policies and educate employees on best practices to adapt to evolving threats. Effective security management ensures the confidentiality, integrity, and availability of information, essential for maintaining trust and compliance with regulations in any organization.

Creating and Configuring a New Company

Creating and configuring a new company in Dynamics 365 Business Central involves setting up core business processes and data to tailor the software’s functionality to your organizational needs. This process includes defining general business information, chart of accounts, and access permissions, as well as customizing reports for insightful decision-making. Key reports include "Business Central financial reporting" and "Business Central reports," which help track financial performance and other operational metrics. Proper setup ensures that the "Dynamics 365 Business Central reporting" tools provide accurate and relevant data, facilitating improved business analysis and strategic planning.

Managing Customers and Sales Order Management

Managing Customers and Sales Order Management involves organizing and overseeing a company's interactions with its clients and handling the processes associated with ordering, fulfillment, shipping, and invoicing of products or services. This includes tracking customer data, managing sales orders from point of entry to delivery, and ensuring customer satisfaction. Effective management of these areas can enhance business relationships, streamline operations, and increase profitability through efficient handling of every step in the sales cycle. Technologies like Dynamics 365 Business Central help automate these processes, providing robust business central reports and insights for better decision-making in sales and customer management.

Target Audience for Dynamics Business Central with Reporting

Learn Dynamics Business Central with Reporting at Koenig Solutions to master company configuration, security, sales, purchases, reporting, and automation.


  • Business Analysts
  • System Administrators
  • Financial Controllers
  • ERP Consultants
  • IT Managers
  • Operations Managers
  • Dynamics 365 Users
  • Sales and Purchase Managers
  • Accountants and Bookkeepers
  • Professionals seeking to improve business processes through automation


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

Introduction to Learning Outcomes and Concepts Covered:

The Dynamics Business Central with Reporting course empowers learners to manage business processes, security, reporting, and automation within a new company setup to optimize operations and decision-making.

Learning Objectives and Outcomes:

  • Understand the initial setup and configuration of a new company within Dynamics Business Central.
  • Learn how to manage user security and control access to sensitive data and functionality.
  • Master the management of customer relationships and sales order processes, from creation to fulfillment.
  • Acquire the skills to manage vendor relationships and purchase order workflows effectively.
  • Gain proficiency in utilizing Dynamics Business Central's reporting features for financial and operational insights.
  • Develop the ability to create custom reports and understand the integration with other reporting tools.
  • Explore the automation capabilities of Dynamics Business Central, including workflows and alerts.
  • Learn how to streamline business processes through automated approvals and notifications.
  • Understand how to configure and customize workflows to match specific business requirements.
  • Acquire practical knowledge through hands-on exercises and real-world scenarios to apply best practices in business process management.