Dynamics 365 Business Central (NAV) - Essentials Edition (modules: Financials - Sales - Project Management - Human Resources - Warehouse)

Dynamics 365 Business Central Essentials

This class covers the modules in the Business Central Essentials product. Please see course 81110 for the Business Premium Edition (Manufacturing and Service modules) Microsoft Dynamics 365 Business Central fits the needs of midsize businesses with core business needs. It helps organizations connect their financials, sales, purchase, inventory, projects, service, and operations. This 3-day course on the Dynamics 365 Business Central Essentials Edition is for those who are looking to grow your business. The Business edition of Dynamics 365 is great for companies who have 10 or even 150 employees. D365 for Business Central can be installed as a stand-a-lone system or the base of a full-service Enterprise Resource Planning (ERP) system using the Premium Edition.

The D365 Financials is a cloud based systems and installs quickly. After you have deployed it, the real-work will start. You’ll need to configure the accounting system to match your business needs. This class will help you to make decisions on how to setup your financial modules.

Who should Attend:

This class is best for professionals with finance, accounting, service or manufacturing experience and consultants supporting client using Business Central.
This class is best for professionals involved in accounting, finance, inventory, manufacturing, project management, distribution, warehouse management, and services management who want to gain an understanding of the Microsoft Dynamics 365 for Business Finance and Operations application. Managers who are making decisions can benefit from working with and learning Dynamics 365 Business Central.

After completing this course, students will understand the following areas within Dynamics 365 Business Central

• Financial Management
• Customer Relationship Management
• Project Management
• Supply Chain Management
• Human Resources Management
• Warehouse Management

Course Outline

Module 1: Dynamics 365 Business Central and Office 365

Lessons

• Deploying, Licensing and Setup
• Working with Office 365 and Business Central
• Office 365 Users and Assigning Roles and Licenses
• Welcome to Business Central
• Getting Started with Business Central
• Feature and modules in Essentials
• Feature and modules in Premium

Module 2: User Management

Lessons

• Users
• User Groups
• Permissions Sets
• Plans
• Understanding Profiles, and Role Centers
• Managing Users and Permissions
• Configuring User Experience for Premium

Module 3: Setting Up Business Central

Lessons

• Set Up Company Configuration
• Apply Configurations to New Companies
• Set Up Email
• Creating Number Series
• Set Base Calendars
• Gather Customer Setup Data
• Prepare to Migrate Customer Data
• Migrate Customer Data
• Tips and Tricks: RapidStart Services

Module 4: Working with Business Central

Lessons

• Changing Basic Settings
• Using Search for Page or Report
• Searching, Filtering, and Sorting Data
• Entering Date Ranges
• Detecting Mandatory Fields
• Customizing Business Central
• Displaying Lists in Different Ways
• Setting Up a Colored Indicator on Cues
• Working with Reports
• Scheduling a Report to Run
• Managing Report and Document Layouts
• Working with General Journals
• Changing Language and Locale
• Accessibility and Keyboard Shortcuts

Module 5: Business Central Companies

Lessons

• Set Up a Trial Company
• Considerations for setting-up your or client companies
• Set Up Company Configuration
• Apply Configurations to New Companies
• Gather Customer Setup Data
• Prepare to Migrate Customer Data
• Migrate Customer Data
• RapidStart Services

Module 6: First Steps with Finance

Lessons

• Defining Payment Methods
• Setting Up Posting Groups
• Prepare Financial Reporting with Account Schedules and Account Categories
• Work with Payment Tolerances and Payment Discount Tolerances
• Open a New Fiscal Year
• Setting Up Value-Added Tax
• Update Currency Exchange Rates
• Setting Up the Chart of Accounts
• Setting Up Cash Flow Analysis
• Set Up Cash Customers
• Set Up Intrastat Reporting
• Consolidating Financial Data from Multiple Companies
• Assisted Setup
• Manual Setup

Module 7: Managing Bank Accounts

Lessons

• Set Up Bank Accounts
• Set Up the Envestnet Yodlee Bank Feeds Service
• Set Up the Bank Data Conversion Service
• Setup Credit card sub-account

Module 8: Set Up Sales

Lessons

• Register New Customers
• Enable Customer Payments Through Payment Services
• Record Special Sales Prices and Discounts
• Set Up Salespeople
• Set Up Document Sending Profiles
• Send Documents by Email
• Set Up Shipping Agents

Module 9: Purchasing

Lessons

• Register New Vendors
• Record Special Purchase Prices and Discounts
• Prioritize Vendors
• Set Up Purchasers

Module 10: Inventory

• Set Up General Inventory Information
• Work with Responsibility Centers
• Set Up Locations
• Register New Items
• Set Up Item Units of Measure
• Set Up Stockkeeping Units
• Categorize Items

Module 11 Fixed Assets

• Set Up General Fixed Assets Information
• Set Up Fixed Asset Depreciation
• Define Depreciation Methods
• Set Up Fixed Asset Insurance
• Set Up Fixed Asset Maintenance

Module 12 Project Management

• Set Up Resources
• Set Up Time Sheets
• Set Up Jobs

Module 13 Accounting and Financial Management

• Chart of Accounts
• General Journals
• Chart of Accounts
• G/L Account Categories
• G/L Budgets
• Fixed Assets
• Account Schedules
• Currencies
• Employees
• Tax Statements
• Intrastat Journals
• Analysis Views
• VAT Statements
• Dimensions
• Recurring General Journals

Module 14 Cash Management

• Cash Receipt Journals
• Payment Journals
• Bank Accounts
• Bank Account Statements
• Payment Reconciliation Journals
• Direct Debit Collections
• Payment Recon. Journals
• Payment Terms
• Cash Flow Forecast
• Chart of Cash Flow Accounts
• Cash Flow Manual Revenues
• Cash Flow Manual Expenses

Module 15 Cost Accounting

• Cost Types
• Cost Centers
• Cost Objects
• Cost Allocations
• Cost Budgets

Module 16 Fixed Assets

• Fixed Assets
• Fixed Assets G/L Journals
• Fixed Assets Journals
• Fixed Assets Reclass. Journals
• Insurance
• Insurance Journals
• Recurring Fixed Assets Journals

Module 17 Intercompany

• Partners
• Chart of Accounts
• G/L entry Intercompany General Journal
• Dimensions

Module 18 Human Resources

• Register Employees
• Manage Employee Absences
• (Reimburse expenses instead of vendor

Module 19 Sales

• Customers
• Items
• Item Journals
• Item Charges
• Sales Quotes
• Sales Orders
• Blanket Sales Orders
• Sales Invoices
• Sales Credit Memos
• Sales Journals
• Sales Return Orders
• Transfer Orders
• Reminders
• Finance Charge Memos
• Posted Sales Invoices
• Posted Sales Credit Memos
• Posted Sales Return Receipts
• Issued Reminders
• Issued Finance Charge Memos
• Assembly Orders
• Drop Shipments
• Locations
• Item Reclassification Journals
• Revaluation Journals
• Sales Analysis
• Budgets Analysis
• Walkthrough: Setting Up and Invoicing Sales Prepayments

Module 20 Customer Relationship Management

• Relationship Management
• Setting Up Relationship Management
• Managing Contacts
• Managing Segments
• Recording Interactions
• Managing Sales Opportunities
• Use Profile Questionnaires to Classify Business Contacts
• Managing Customers and Sales Created in Dynamics 365 for Sales
• Contacts
• Opportunities
• Sales Quotes
• Sales Orders
• Blanket Sales Orders
• Customers
• Items
• Segments
• Campaigns
• Salespersons
• Walkthrough: Conducting a Sales Campaign

Module 21 Administration Sales Purchase

• Salespeople / Purchasers
• Customer Price Groups
• Customer Invoice Discounts
• Vendor Invoice Discounts
• Item Discounts Groups
• Sales Cycles

Module 22 Warehouse Management

• Warehouse Management
• Design Details: Warehouse Overview
• Set Up Bin Types
• Create Bins
• Create Bin Contents
• Set Up Put-away Templates
• Set Up Warehouse Employees
• Set Up Locations to Use Bins
• Convert Existing Locations to Warehouse Locations
• Set Up Basic Warehouses with Operations Areas
• Set Up Items and Locations for Directed Put-away and Pick
• Count, Adjust, or Reclassify Inventory
• Enable Automatic Breaking Bulk with Directed Put-away and Pick
• Enable Picking by FEFO
• Enable Automated Data Capture Systems (ADCS)
• Restructure Warehouses

Module 23 Warehouse Management

• Receive Items
• Cross-Dock Items
• Putting Items Away
• Moving Items
• Picking Items
• Ship Items

Module 24 Inventory Management

• Register New Items
• Work with Bills of Material
• Categorize Items
• Work with Item Attributes
• Work with Nonstock Items
• Count, Adjust, and Reclassify Inventory
• View the Availability of Items
• Transfer Inventory Between Locations
• Reserve Items
• Work with Serial and Lot Numbers
• Block Items
• Work with Responsibility Centers
• Items
• Item Journals
• Item Charges
• Assembly Orders
• Drop Shipments
• Locations
• Walkthrough: Receiving and Putting Away in Basic Warehouse Configuration
• Walkthrough: Receiving and Putting Away in Advanced Warehouse Configurations

Module 25 Purchasing

• Purchasing
• Vendors
• Incoming Documents
• Item Charges
• Purchase Quotes
• Purchase Orders
• Blanket Purchase Orders
• Purchase Invoices
• Purchase Credit Memos
• Purchase Return Orders
• Posted Purchase Invoices
• Posted Purchase Credit Memos
• Posted Purchase Receipts
• Posted Purchase Return Shipments
• Purchase Journals
• Walkthrough: Setting Up and Using a Purchase Approval Workflow

Module 26 Approvals

• Requests to Approve
• Workflows

Module 27 Self-Service

• Time Sheets
• User Task

Module 28 Business Intelligence and Analysis

• Business Intelligence and Analysis
• Sales Analysis Reports
• Sales Analysis by Dimensions
• Sales Budgets
• Contacts
• Customers
• Analyze Actual Amounts Versus Budgeted Amounts
• Prepare Financial Reporting with Account Schedules and Account Categories
• Set Up and Publish KPI Web Services Based on Account Schedules
• Analyze Data by Dimensions
• Create Analysis Reports

Module 29 Setup & Extensions

• Manual Setup
• Service Connections
• Extensions

Course Review