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Course 81111
Price: $2495, Length: 4 days
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 4-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
Dynamics 365 Business Central
Business Central – Financials - Sales - Human Resources – Fixed Assets - Reports
For Accounting Managers, Accountants, Financial Support
Day 1: Introduction to Business Central, Accounting and Infrastructure Setup
Module 1: Introduction to Dynamics Business Central
• Business Central as a Information HUB and a ERP System
• How to Login to Business Central and Roles
• Browse Application Areas
• The User Interface
• User Personalization
• Basic Functionalities
• Master Data for the Sales and Purchase Process
• Process Sales and Purchases
• Technology Overview
Module 2: Setting Up Dynamics 365
Setup in Microsoft Dynamics Business Central
• Manual Setup (Filter by Area in Ascending Mode)
• General
• Company
• Countries
• Currencies
• Languages
• Number Series
• Reason Codes
• Source Codes
• Finances
• Accounting Periods
• Bank Account Posting Groups
• Bank Import/Export Setup
• Dimensions
• General Business Posting Groups
• General Product Posting Groups
• General Journal Templates
• General Ledger Setup
• General Posting Setup
• Responsibility Centers
• Tax Business Posting Group
• Tax Posting Setup
• Tax Product Posting Group
• Tax Repot Setup
• Tax Report Configuration
• Tax Statement Templates
• Other
• Sales & Receivables Setup
• Jobs Setup
• Fixed Assets Setup
• Purchase & Payables Setup
• Human Resources Setup
• Inventory
• Inventory Setup
• Item Charges
• Locations
• Transfer Routes
• Service
• Envestnet Yodlee Bank Feeds Service
• Integration Services Setup
• Paypal Payments
• Sales & Inventory Forecast
• System
• Permission Sets
• Report Layout Selection
• SMTP Mail Setup
• Users
• Relationship Management
• Mailing Groups
• Marketing Setup
• Organization Levels
• Sales Cycles
• Salutations
• Intercompany
• Intercompany Chart of Accounts
• Intercompany Dimensions
• Intercompany Partners
• Intercompany Setup
• Assisted Setup
• Migrate Business Data
• Setup Sales Tax
• Setup Approval Workflows
• Setup Customer Approval Workflows
• Setup Email
• Setup Email Logging
• Setup your Business Inbox in Outlook
• Setup Reporting Data
• Setup an Item Approval Workflow
• Setup Azure Active Directory
• Setup Payment Approval Workflow
• Setup Dynamics 365 for Sales Connection
• Setup Intelligent Cloud
• Master Company Records
• The chart of accounts
• General journals
• G/L Account Cards
• Chart of Accounts Page
• Customer Cards
• Vendor Cards
• Item Cards
• Administration setting for all companies
Module 3: Working with Business Central
Lessons
o Changing Basic Settings
o Using Search for Page or Report
o Searching, Filtering, and Sorting Data
o Navigating the menus
o Entering Date Ranges
o Detecting Mandatory Fields
o Customizing Business Central
o Displaying Lists in Different Ways
o Setting Up a Colored Indicator on Cues
o Working with Reports
o Scheduling a Report to Run
o Managing Report and Document Layouts
o Working with General Journals
o Changing Language and Locale
o Accessibility and Keyboard Shortcuts
Module 4: Managing Bank Accounts
Lessons
o Set Up Bank Accounts
o Set Up the Envestnet Yodlee Bank Feeds Service
o Set Up the Bank Data Conversion Service
o Setup Credit card sub-account
Module 5: Set Up Sales
Lessons
o Register New Customers
o Enable Customer Payments Through Payment Services
o Record Special Sales Prices and Discounts
o Set Up Salespeople
o Set Up Document Sending Profiles
o Send Documents by Email
o Set Up Shipping Agents
Module 6: Purchasing
Lessons
o Register New Vendors
o Record Special Purchase Prices and Discounts
o Prioritize Vendors
o Set Up Purchasers
Module 7: Products, Items and Inventory
o Set Up General Inventory Information
o Work with Responsibility Centers
o Set Up Locations
o Register New Items
o Set Up Item Units of Measure
o Set Up Stockkeeping Units
o Categorize Items
Day 2: Sales, Purchasing, and Order Processing
Module 8: Sales
o Customers
o Items
o Item Journals
o Item Charges
o Sales Quotes
o Sales Orders
o Blanket Sales Orders
o Sales Invoices
o Sales Credit Memos
o Sales Journals
o Sales Return Orders
o Transfer Orders
o Reminders
o Finance Charge Memos
o Posted Sales Invoices
o Posted Sales Credit Memos
o Posted Sales Return Receipts
o Issued Reminders
o Issued Finance Charge Memos
o Assembly Orders
o Drop Shipments
o Locations
o Item Reclassification Journals
o Revaluation Journals
o Sales Analysis
o Budgets Analysis
o Walkthrough: Setting Up and Invoicing Sales Prepayments
Module 9: Customer Relationship Management
o Relationship Management
o Setting Up Relationship Management
o Managing Contacts
o Managing Segments
o Recording Interactions
o Managing Sales Opportunities
o Use Profile Questionnaires to Classify Business Contacts
o Managing Customers and Sales Created in Dynamics 365 for Sales
o Contacts
o Opportunities
o Sales Quotes
o Sales Orders
o Blanket Sales Orders
o Customers
o Items
o Segments
o Campaigns
o Salespersons
o Walkthrough: Conducting a Sales Campaign
Module 10: Sales Purchase Administration
o Salespeople / Purchasers
o Customer Price Groups
o Customer Invoice Discounts
o Vendor Invoice Discounts
o Item Discounts Groups
o Sales Cycles
Module 11: Purchasing
o Purchasing
o Vendors
o Incoming Documents
o Item Charges
o Purchase Quotes
o Purchase Orders
o Blanket Purchase Orders
o Purchase Invoices
o Purchase Credit Memos
o Purchase Return Orders
o Posted Purchase Invoices
o Posted Purchase Credit Memos
o Posted Purchase Receipts
o Posted Purchase Return Shipments
o Purchase Journals
o Walkthrough: Setting Up and Using a Purchase Approval Workflow
Module 12: Business Central Customer Relationship Management CRM
Relationship Management Overview
Contact Management
Segmentation
Profiling and Classification
Opportunity Management
Interactions and Document Management
Microsoft Dynamics CRM integration
Office 365 Outlook Synchronization
Campaign Management
Analysis and Reporting
Module 13 Approvals
o Requests to Approve
o Workflows
Day 3: General Ledge and End of Month Close
On this day, student will learn to demonstrate how to close a fiscal year and Bank Reconciliation.
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 Warehouse Management
o Warehouse Management
o Design Details: Warehouse Overview
o Set Up Bin Types
o Create Bins
o Create Bin Contents
o Set Up Put-away Templates
o Set Up Warehouse Employees
o Set Up Locations to Use Bins
o Convert Existing Locations to Warehouse Locations
o Set Up Basic Warehouses with Operations Areas
o Set Up Items and Locations for Directed Put-away and Pick
o Count, Adjust, or Reclassify Inventory
o Enable Automatic Breaking Bulk with Directed Put-away and Pick
o Enable Picking by FEFO
o Enable Automated Data Capture Systems (ADCS)
o Restructure Warehouses
Module 16 Warehouse Management
o Receive Items
o Cross-Dock Items
o Putting Items Away
o Moving Items
o Picking Items
o Ship Items
Module 17 Inventory Management
o Register New Items
o Work with Bills of Material
o Categorize Items
o Work with Item Attributes
o Work with Nonstock Items
o Count, Adjust, and Reclassify Inventory
o View the Availability of Items
o Transfer Inventory Between Locations
o Reserve Items
o Work with Serial and Lot Numbers
o Block Items
o Work with Responsibility Centers
o Items
o Item Journals
o Item Charges
o Assembly Orders
o Drop Shipments
o Locations
o Walkthrough: Receiving and Putting Away in Basic Warehouse Configuration
o Walkthrough: Receiving and Putting Away in Advanced Warehouse Configurations
Day 4: Fixed Assets and Reports
Module 18 Fixed Assets
o Fixed Assets
o Fixed Assets G/L Journals
o Fixed Assets Journals
o Fixed Assets Reclass. Journals
o Insurance
o Insurance Journals
o Recurring Fixed Assets Journals
Module 19 Intercompany
o Partners
o Chart of Accounts
o G/L entry Intercompany General Journal
o Dimensions
Module 20 Human Resources
o Register Employees
o Manage Employee Absences
o (Reimburse expenses instead of vendor
Module 21 Self-Service
o Time Sheets
o User Task
Module 22 Reports and Business Analysis
Business Central Reports
Standard Reports (Built-in)
Custom Reports (Must map ledge accounts)
o Business Intelligence and Analysis
o Sales Analysis Reports
o Sales Analysis by Dimensions
o Sales Budgets
o Contacts
o Customers
o Analyze Actual Amounts Versus Budgeted Amounts
o Prepare Financial Reporting with Account Schedules and Account Categories
o Set Up and Publish KPI Web Services Based on Account Schedules
o Analyze Data by Dimensions
o Create Analysis Reports
Module 23 Setup & Extensions
o Service Connections
o Extensions
*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.
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