Microsoft Dynamics 365 Business Central Functional Consultant

Outline

• Administer Dynamics 365 Business Central online
  • Introduction - Get started with the Cloud Solution Provider program
  • Extend a trial for a customer
  • Access the administration center
  • Manage sandbox and production environments
  • Set up tenant notifications
  • Inspect environment telemetry and troubleshoot issues
  • Export databases
  • Enable features
  • Describe and analyze telemetry
  • Monitoring and analyzing telemetry
  • Analyze performance using the In-client performance profiler
  • Work with the Performance Toolkit extension
  • Configure a BCPT suite
  • Use APIs for automation and administration
  • Check your knowledge
• Create new companies in Business Central
  • Introduction - Create new companies with setup data
  • Create new companies without data
  • Create new companies with setup and demo data
  • Set up a demo company with manufacturing data
  • Create a new company by copying data from an existing company
  • Set up company information
  • Exercise - Create a company with demo data
  • Check your knowledge
• Migrate data to Business Central
  • Introduction - Data migration concepts
  • Use the data migration assisted setup
  • Work with data templates
  • Import data from Excel
  • Migrate data using the Copy data from company function in the configuration worksheet
  • Create journal opening balances
  • Import business data from other finance systems
  • Set up a company with configuration tools
  • Set up and sync master data across companies
  • Exercise - Create a new customer template
  • Check your knowledge
• Migrate on-premises data to Dynamics 365 Business Central
  • End-to-end process of migrating data
  • Run the Cloud Migration tool
  • Address common questions and issues with migrations
  • Describe cloud migration APIs
  • Check your knowledge
• Manage users and implement security in Dynamics 365 Business Central
  • Introduction - Add users
  • Create user groups
  • Implement permissions and permission sets
  • Configure user access times and logging
  • Understand users, profiles, and role centers
  • Perform user-specific setup
  • Auditing changes
  • Exercise - Add a new user
  • Check your knowledge
• Set up email in Dynamics 365 Business Central
  • Set up email accounts
  • Compose and send an email
  • Send documents by email
  • Document sending profiles
  • Assign email scenarios
  • Send a sales document by email
  • Check your sent emails
  • Check your email outbox
  • Check your knowledge
• Integrate Dynamics 365 Business Central with Outlook
  • Set up email logging
  • Set up Outlook integration
  • Use the Contact insights Outlook add-in
  • Creating invoices from your meeting appointments
  • Do a quick document lookup
  • Exercise - Set up and send email
  • Check your knowledge
• Integrate Dynamics 365 Business Central with Teams
  • Manage, install, and use the Business Central App for Teams
  • Extend Teams cards
  • Create Business Central tabs for Teams
  • Get relevant session and environment details for Teams integration
  • Check your knowledge
• Create workflows in Dynamics 365 Business Central
  • Create a workflow manually
  • Create a workflow from workflow templates
  • Create a Power Automate flow
  • Set up users
  • Set up notifications
  • Set up approval workflows by using Assisted Setup
  • Check your knowledge
• Use approval workflows in Dynamics 365 Business Central
  • Request approval of a record
  • Cancel a request for approval
  • Approve or reject a request for approval
  • Delegate a request for approval
  • Manage overdue approval requests
  • Check your knowledge
• Set up general journal templates in Dynamics 365 Business Central
  • Introduction - Set up general journal templates
  • Set up general journal batches
  • Use business documents with general journal templates
  • Check your knowledge
• Create and process journal entries in Dynamics 365 Business Central
  • Introduction - Create journal entries
  • Correct dimensions on posted entries
  • Process journal entries
  • Use standard journals
  • Use deferrals in journals
  • Correct journal entries
  • Set up checking documents and journals while you work
  • Exercise - Create and post a journal entry
  • Check your knowledge
• Post periodic journal entries in Dynamics 365 Business Central
  • Introduction to recurring journals
  • Allocate amounts
  • Set up bank export and import formats
  • Edit recurring journals in Excel
  • Exercise - Create and post a recurring journal
  • Check your knowledge
• Use general ledger allocations in Business Central
  • Set up allocation accounts
  • Use allocation accounts in documents
  • Use allocation accounts in journals
  • Check your knowledge
• Introduction to report components in Dynamics 365 Business Central
  • Report descriptions
  • Report properties and triggers
  • Data items and columns
  • Request page
  • Work with report labels
  • Report layouts
  • Check your knowledge
• Use the report design process in Dynamics 365 Business Central
  • Report design process
  • Use a snippet to create a report object
  • Check your knowledge
• Design the data model of a report in Dynamics 365 Business Central
  • Create report data items and their properties
  • Add columns to a report dataset
  • Link, order, and indent data items
  • Use a query to create a report dataset
  • Check your knowledge
• Add a layout to a report in Dynamics 365 Business Central
  • Add an RDLC layout to a report
  • Add a Word layout to a report
  • Add an Excel layout to a report
  • Exercise - Create a basic report
  • Check your knowledge
• Complete the report request page in Dynamics 365 Business Central
  • Design the request page
  • Design the request options page
  • Check your knowledge
• Add reports to Tell Me and substitute a report in Dynamics 365 Business Central
  • Add reports to Tell Me
  • Substitute a report
  • Check your knowledge
• Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central
  • Report trigger implementation flow
  • Use report functions
  • Create a processing-only report
  • Adding barcodes to a report
  • Exercise - Create a processing-only report
  • Check your knowledge
• Implement multilingual reports in Dynamics 365 Business Central
  • Create a report in the language of the user
  • Create a report in the language of the recipient
  • Define regional settings in reports
  • Check your knowledge
• Work with reports in Dynamics 365 Business Central
  • Preview and run reports
  • Set the layout used by a report
  • Set up printers
  • Check your knowledge
• Analyze list data using data analysis mode in Business Central
  • Prerequisites and getting started
  • Work with data analysis mode
  • Date hierarchies and pivot mode
  • Share data analysis
  • Check your knowledge
• Extend reports in Dynamics 365 Business Central
  • Anatomy of a report extension
  • Examples of report extensions
  • Check your knowledge
• Introduction to Microsoft Power Platform and Business Central
  • Explore data connectors
  • Explore Business Central connectors
  • Get started with Power Apps
  • Get started with Power Automate
  • Embed Microsoft Power Platform in Business Central
  • Check your knowledge
• Create a canvas app based on Business Central data
  • Build an app using data
  • Build an app from blank
  • Make basic customizations in an app
  • Save, publish, and share an app
  • Embed an app
  • Exercise - Create the customer financial details app in Power Apps
  • Check your knowledge
• Use Power Automate with Business Central
  • Explore Business Central triggers in Power Automate
  • Create a Power Automate flow from scratch
  • Create customer, vendor and item approvals in Power Automate
  • Create approvals in a general journal with Power Automate
  • Create documents approvals with Power Automate
  • Create Power Automate flows for different business scenarios
  • Create a button or instant flow in Power Automate
  • Run a Power Automate flow on a schedule
  • Troubleshoot and monitor flows
  • Exercise - Create a flow for sending emails when a new item is created in Power Automate
  • Check your knowledge
• Use model-driven apps and Dataverse with Business Central
  • Identify entities and fields in Microsoft Dataverse
  • Create an entity and connection to import data from Business Central
  • Get started with model-driven apps
  • Explore the user interface and logic in model-driven apps
  • Create a model-driven app based on Business Central data
  • Exercise - Create an entity in Microsoft Dataverse
  • Check your knowledge
• Create a custom connector to extend Microsoft Power Platform functionalities with Business Central
  • Create a custom connector for Business Central
  • Use Business Central custom connector from Power Apps
  • Use a Business Central custom connector in Power Automate
  • Share Business Central custom connector across the organization
  • Exercise - Create a testing process
  • Check your knowledge
• Introduction to integrating Dataverse with Dynamics 365 Business Central
  • Create an environment
  • Start with Dataverse
  • Extend Dataverse
  • Base Integration Solution
  • Exercise
  • Check your knowledge
• Get started with the Shopify connector in Dynamics 365 Business Central
  • Create a Shopify account
  • Activate test payments
  • Install the Shopify app in Business Central
  • Prerequisites to proceed with the learning path
  • Check your knowledge
• Set up cash management in Dynamics 365 Business Central
  • Introduction - Create bank accounts
  • Describe data exchange definitions
  • Configure payment methods
  • Set up customers and vendors in cash management
  • Relationship between customer and customer ledger entries
  • Relationship between vendor and vendor ledger entries
  • Set up customer bank accounts
  • Set up vendor bank accounts
  • Consolidate customer and vendor balances
  • Set up payment registration
  • Enable customer payments through payment services
  • Check your knowledge
• Set up the chart of accounts in Dynamics 365 Business Central
  • Introduction to setting up G/L accounts
  • Use the chart of accounts
  • Set up account categories and subcategories
  • Maintain the chart of accounts
  • Review general ledger entries
  • Check your knowledge
• Work with pages in Dynamics 365 Business Central
  • Get started with pages
  • Identify different page types
  • Configure the different page properties
  • Build a page layout by using controls
  • Link pages with page parts
  • Use snippets in Visual Studio Code to create pages
  • Set different control properties
  • Use the built-in rich text editor to enter data
  • Scan barcodes in the mobile app
  • Enable users to search for a page
  • Define actions on a page and its properties
  • Add existing hidden fields to pages
  • Exercise - Create a Card page
  • Exercise - Create a List page
  • Check your knowledge
• Create purchase documents in Dynamics 365 Business Central
  • Introduction - Create a purchase quote
  • Create a blanket order
  • Manage blanket purchase orders
  • Manage purchase orders
  • Describe responsibility centers
  • Exercise - Create and process a purchase order and review the posted documents
  • Check your knowledge
• Create sales documents in Dynamics 365 Business Central
  • Introduction - Create a sales quote
  • Create a blanket order
  • Manage sales orders
  • Configure recurring sales lines
  • Offer similar products to your customers
  • Map multiple references to an item
  • Sell catalog items
  • Create purchasing codes
  • Process drop shipments
  • Process special orders
  • Exercise - Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items
  • Check your knowledge
• Perform a bank reconciliation in Dynamics 365 Business Central
  • Introduction to and completing the reconciliation process
  • Post the bank account reconciliation
  • Import a bank statement
  • Reconcile bank accounts with Copilot
  • Undo a bank account reconciliation
  • Check your knowledge
• Perform a bank reconciliation in Dynamics 365 Business Central
  • Introduction to and completing the reconciliation process
  • Post the bank account reconciliation
  • Import a bank statement
  • Reconcile bank accounts with Copilot
  • Undo a bank account reconciliation
  • Check your knowledge
• Set up payment reconciliation journals in Dynamics 365 Business Central
  • Introduction to setting up payment for reconciliation journals
  • Set up number series
  • Set up automatic payment application and payment application rules
  • Set up bank statement file import
  • Check your knowledge
• Use the payment reconciliation journal in Dynamics 365 Business Central
  • Introduction - Import bank statements
  • Reconcile payments by using automatic applications
  • Map text on recurring payments
  • Post and reconcile the payment reconciliation
  • Check your knowledge
• Set up general ledger configuration options in Dynamics 365 Business Central
  • Set up the General FastTab
  • Set up the Dimensions FastTab
  • Set up the Background Posting FastTab
  • Set up the Reporting FastTab
  • Set up the Application FastTab
  • Enable data check
  • Check your knowledge
• Set up number series and trail codes in Dynamics 365 Business Central
  • Introduction to setting up number series
  • Assign number series and number series relationships
  • Set up trail codes
  • Exercise - Create a number series
  • Check your knowledge
• Set up posting groups in Dynamics 365 Business Central
  • Introduction - Set up and assign specific posting groups
  • Allow multiple posting groups for customers and vendors
  • Set up and assign inventory posting groups
  • General posting groups
  • Configure the general posting setup
  • Exercise - Set up and assign a customer posting group
  • Check your knowledge
• Set up dimensions in Dynamics 365 Business Central
  • Introduction - Set up dimensions and dimension values
  • Manually enter dimensions in a sales order
  • Set up global and shortcut dimensions
  • Set up default dimensions
  • Set up default dimensions for account types
  • Set up default dimension priorities
  • Set up dimension combinations
  • Exercise - Set up a dimension with dimension values
  • Check your knowledge
• Set up the chart of accounts in Dynamics 365 Business Central
  • Introduction to setting up G/L accounts
  • Use the chart of accounts
  • Set up account categories and subcategories
  • Maintain the chart of accounts
  • Review general ledger entries
  • Check your knowledge
• Work with Trade master data in Microsoft Dynamics 365 Business Central
  • Set up units of measure
  • Assign characteristics to an item
  • Use Copilot to create AI-powered marketing texts
  • Set up item categories
  • Manage customers
  • Merge customer accounts
  • Manage vendors
  • Merge vendor accounts
  • Manage resources
  • Configure salespeople and purchasers
  • Use templates to create master data
  • Exercise - Create a new item and a new location and link them to a vendor
  • Check your knowledge
• Set up Trade in Microsoft Dynamics 365 Business Central
  • Purchases and payables setup
  • Set up locations
  • Inventory setup
  • Check your knowledge
• Set up cash management in Dynamics 365 Business Central
  • Introduction - Create bank accounts
  • Describe data exchange definitions
  • Configure payment methods
  • Set up customers and vendors in cash management
  • Relationship between customer and customer ledger entries
  • Relationship between vendor and vendor ledger entries
  • Set up customer bank accounts
  • Set up vendor bank accounts
  • Consolidate customer and vendor balances
  • Set up payment registration
  • Enable customer payments through payment services
  • Check your knowledge
• Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
  • Introduction - Enter payments
  • Apply payments
  • Unapply customer and vendor ledger entries
  • Process payment registrations
  • Set up payment tolerances
  • Set up G/L accounts for payment tolerances
  • Process payment tolerances when posting payments
  • Print customer statements
  • Exercise - Register a customer payment
  • Check your knowledge
• Suggest vendor payments in Dynamics 365 Business Central
  • Introduction - Suggest vendor payments
  • Suggest payments by using vendor priority and available amounts
  • Pay invoices on their due date
  • Exercise - Suggest vendor payments for a single vendor
  • Check your knowledge
• Use checks to pay vendors in Dynamics 365 Business Central
  • Introduction - Enter and post payables checks
  • Print and post payables checks
  • Void a check
  • Check your knowledge
• Create items in Dynamics 365 Business Central
  • Create a new inventory item
  • Manage items, item categories, item attributes, and units of measure
  • Create items with variants
  • Create stock keeping units
  • Set up item templates
  • Create a new service item
  • Create a new non-inventory item
  • Check your knowledge
• Adjust inventory in Dynamics 365 Business Central
  • Adjust inventory with the item journal
  • Renumber document numbers and preview posting
  • Adjust inventory from the item list or item card
  • Adjust inventory with inventory documents
  • Count inventory with the physical inventory journal
  • Count inventory with physical inventory orders
  • Reclassify items with the item reclassification journal
  • Exercise - Count items
  • Check your knowledge
• Get started with warehouse management in Dynamics 365 Business Central
  • Reasons to use warehouse management in Business Central
  • Set up a warehouse as a location
  • Set up a demo company with complete sample data
  • Configure a Warehouse Management System location
  • Create warehouse employees
  • Exercise - Create a location for the north warehouse
  • Check your knowledge
• Set up zones and bins in Dynamics 365 Business Central
  • Set up a zone
  • Set up a bin
  • Create bin content
  • Exercise - Create zones and bins for the NORTH warehouse
  • Check your knowledge
• Create new bins in Dynamics 365 Business Central
  • Set up bin templates
  • Create new bins with the bin creation worksheet
  • Check your knowledge
• Set up put-away templates in Dynamics 365 Business Central
  • Create a put-away template
  • Set up the default put-away template
  • Assign a put-away template to an item
  • Exercise - Set up a put-away template for the north warehouse
  • Check your knowledge
• Configure bins on the location card in Dynamics 365 Business Central
  • Set up default bins for a location
  • Configure bin policies for a location
  • Check your knowledge
• Prepare warehouse management for item tracking in Dynamics 365 Business Central
  • Set up an item tracking code for the warehouse
  • Assign an item tracking code to an item
  • Check your knowledge
• Create sales documents in Dynamics 365 Business Central
  • Introduction - Create a sales quote
  • Create a blanket order
  • Manage sales orders
  • Configure recurring sales lines
  • Offer similar products to your customers
  • Map multiple references to an item
  • Sell catalog items
  • Create purchasing codes
  • Process drop shipments
  • Process special orders
  • Exercise - Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items
  • Check your knowledge
• Ship and invoice items in Dynamics 365 Business Central
  • Introduction - Ship items to customers
  • Reverse a shipment
  • Invoice customers
  • Review posted sales documents
  • Reverse or correct a posted sales invoice
  • Process prepayment invoices for sales and purchases
  • Check your knowledge
• Manage sales price lists in Dynamics 365 Business Central
  • Set up price lists
  • Set up a sales price for one customer
  • Set up a sales price list for customer groups
  • Use special prices in sales orders
  • Copy sales prices
  • Check your knowledge
• Manage sales prices in Dynamics 365 Business Central
  • Introduction - Set up sales prices for a customer
  • Set up sales prices for customer groups
  • Use special prices in sales orders
  • Create new sales prices
  • Bulk edit the unit price on the item card
  • Exercise - Create a special price for a customer
  • Check your knowledge
• Set up discounts for your customers in Dynamics 365 Business Central
  • Introduction - Set up line discounts
  • Use line discounts when selling items to customers
  • Set up invoice discounts
  • Use invoice discounts when selling items to customers
  • Manage the new sales pricing experience
  • Exercise - set up invoice discounts
  • Check your knowledge
• Promising sales order delivery in Dynamics 365 Business Central
  • Introduction - Sales order promising key concepts
  • Set up order promising
  • Promising sales order delivery
  • Check your knowledge
• User interface essentials in Dynamics 365 Business Central
  • Introduction to the user interface - The app bar
  • App launcher
  • Business Central main pages
  • Search for Page or the Tell Me icon
  • Search for a record in your data
  • My settings
  • Get help
  • Chat with Copilot
  • Tour Business Central
  • Different types of pages in the user interface
  • Use the Role Explorer
  • More user interface features
  • Exercise - Assign another role center, use the search for page icon, and find and use keyboard shortcuts
  • Check your knowledge
• Personalize the Microsoft Dynamics 365 Business Central user interface
  • Introduction - Personalize the Business Central user interface
  • Personalize the Role Center
  • Personalize list and card pages
  • Personalize document pages and add fields
  • Customize pages for profiles
  • Exercise – Personalize the customer list and clear personalization
  • Check your knowledge
• Use alternative interfaces for Dynamics 365 Business Central
  • Explore the user interface on your smartphone and tablet
  • Use the Outlook interface for Business Central
  • Use Microsoft Teams to share business data
  • Exercise - Use Outlook as your Business Central inbox
  • Check your knowledge
• Change how documents look in Business Central
  • Overview of report and document layouts
  • Create and modify a custom report or document layout
  • Change which layout is currently used on a report
  • Define document layouts for customers and vendors
  • Implement report selections
  • Manage saved settings for reports
  • Set up printers
  • Exercise - Change the layout currently used on a report
  • Check your knowledge
• Configure Business Central for Excel and Power BI
  • Create web services to link Power BI and Business Central
  • Add Business Central as a data source in Power BI
  • Create list data Power BI reports to display in Business Central
  • Configure Business Central apps in Power BI
  • Work with business data in Excel
  • Analyze, group, and pivot data on list pages using data analysis mode
  • Exercise - Create a Business Central web service to use as a Power BI data source
  • Check your knowledge
• Explore and modify information in Business Central
  • Introduction - Explore the different types of fields
  • Work with date fields
  • Change existing data using keyboard shortcuts and Quick Entry
  • Add new and delete data
  • Change existing data by using Excel
  • Configure cloud storage in OneDrive
  • Exercise - Use mathematical expressions and date formula in a sales quote
  • Check your knowledge
• Search, filter, sort, and select data in Business Central
  • Introduction - Sort and select data
  • Search data
  • Filter data
  • Use data analysis mode to query and analyze data
  • Use the Inspect Pages and Data feature
  • Exercise - Use filter criteria and filter the item list and open in Excel
  • Check your knowledge
• Master, supplemental and personal data in Business Central
  • Introduction - Explore contact master data
  • Review customer master data
  • Explore vendor master data
  • Get to know the item master data
  • Explore general ledger accounts
  • Deleting master data
  • Overview of supplemental data
  • How to handle personal data
  • Exercise - Block contacts for privacy and try to register an opportunity for a contact blocked for privacy
  • Check your knowledge
• Create purchase documents in Dynamics 365 Business Central
  • Introduction - Create a purchase quote
  • Create a blanket order
  • Manage blanket purchase orders
  • Manage purchase orders
  • Describe responsibility centers
  • Exercise - Create and process a purchase order and review the posted documents
  • Check your knowledge
• Receive and invoice items in Dynamics 365 Business Central
  • Introduction - Receive items
  • Receive more items than ordered with over-receipt codes
  • Reverse a receipt
  • Process vendor invoices
  • Review posted purchase documents
  • Reverse or correct a posted purchase invoice
  • Check your knowledge
• Set up purchase prices and discounts in Dynamics 365 Business Central
  • Introduction - Set up purchase prices
  • Use special prices in purchase orders
  • Set up line discounts
  • Set up invoice discounts
  • Check your knowledge
• Post purchase item charges in Dynamics 365 Business Central
  • Introduction - Set up item charges
  • Process item charges in a purchase order
  • Process item charges in a purchase invoice
  • Analyze the direct unit cost of an item
  • Check your knowledge
• Estimate purchase order receipt dates in Dynamics 365 Business Central
  • Introduction - Set up order promising
  • Estimate purchase order receipts
  • Check your knowledge
• Set up returns management in Dynamics 365 Business Central
  • Introduction - Set up sales return order management
  • Set up purchase return order management
  • Return reasons
  • Check your knowledge
• Manage customer returns in Dynamics 365 Business Central
  • Introduction - Replace wrong items
  • Return defective items to vendors
  • Exercise - Return items in Dynamics 365 Business Central
  • Check your knowledge
• Manage returns to vendors in Dynamics 365 Business Central
  • Introduction - Register a compensation agreement with a vendor
  • Apply exact cost reversing
  • Check your knowledge
• Set up assembly management in Dynamics 365 Business Central
  • Introduction - Assembly setup
  • Set up warehouses for assembly
  • Check your knowledge
• Set up assembly items in Dynamics 365 Business Central
  • Introduction - Create a new assembly item
  • Set up an assembly bill of material
  • Exercise - Create and assemble a new assembly item
  • Check your knowledge
• Assemble to order in Dynamics 365 Business Central
  • Introduction - Create an assemble-to-order sales order
  • Sell inventory items in assemble-to-order flows
  • Assembly quotes
  • Check your knowledge
• Assemble to stock in Dynamics 365 Business Central
  • Introduction - Create an assemble-to-stock assembly order
  • Replenish assembly items from the planning worksheet
  • Check your knowledge
• Assemble for a project in Dynamics 365 Business Central
  • Plan assembly items on projects
  • Assemble items on projects
  • Explode a BOM on project planning lines
  • Check your knowledge