Microsoft Dynamics 365 Business Central Fundamentals Training Course
Microsoft Dynamics 365 Business Central is a cloud-based, comprehensive business management solution designed to help small and medium-sized enterprises automate and integrate their financials, sales, service, and operations. Built on the Dynamics 365 platform, it can be tailored to meet the unique needs of any business. Key features include financial management, supply chain management, project management, and customer relationship management. It also seamlessly integrates with other Microsoft products like Office 365 and Power BI, enhancing its functionality. Overall, Business Central is aimed at providing businesses with a robust and flexible solution to manage their operations effectively and drive growth.
Target Audience:
Microsoft Dynamics 365 Business Central Fundamentals is tailored for small and medium-sized businesses across various sectors such as manufacturing, retail, professional services, and construction. It is designed to help these businesses automate and integrate their financials, sales, service, and operations on a single platform. The course is also suitable for individuals responsible for implementing and maintaining the system within their organization, including business administrators, finance managers, project managers, and customer service representatives.
Learning Objectives:
- Gain an understanding of the overall functionality and capabilities of the system, including its ability to automate and connect financials, sales, service, and operations.
- Learn how to navigate the system and perform basic tasks such as creating and managing financial records, inventory management, and processing sales orders.
- Understand how to customize the system to meet specific business needs, including setting up new users and roles, creating custom fields and forms, and managing workflows.
- Discover how to leverage integration with other Microsoft products like Office 365 and Power BI for added benefits.
- Learn how to troubleshoot and resolve common issues that may arise when using the system.
- Acquire the skills needed to provide training and support to other users within the organization.
- Understand the security and compliance aspects of the system.
- Gain knowledge of the licensing options available for Microsoft Dynamics 365 Business Central.
Course Outline
Module 1: Explore the core capabilities of Dynamics 365 Business Central
Lesson 1: Get introduced to Business Central
Lesson 2: Create Reports and integrate Business Central
Module 2: Learn the fundamentals of Finance in Business Central
Lesson 1: Explore the general ledger in Microsoft Dynamics 365 Finance
- Charts of Accounts
- Explore Financial Dimensions concepts
Lesson 2: Explore accounts payable and accounts receivable
- Process and administer the purchase cycle
- Process and administer the sales cycle
Lesson 3: Explore fixed asset management
- Lifecycle of Fixed Assets
Module 3: Learn the fundamentals of Supply Chain Management
- Definitions of BOM, Routing and Planning
- How to create Production orders
- How to create Service items
Module 4: Learn the fundamentals of Human Resources
Lesson 1: How to create Resources
Lesson 2: How to manage Resource Capacity and Availability
Requirements
- Basic knowledge of accounting and financial management concepts, such as debits and credits, account balances, and financial statements.
- Familiarity with basic business management concepts, such as customer relationship management and supply chain management.
- Basic computer skills, including experience with Microsoft Office products such as Excel and Outlook.
- Familiarity with web-based applications and cloud-based software.
- Basic knowledge of SQL is a plus.
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