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Duration: 4 days
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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

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81111Dynamics 365 Business Central (NAV) - Essentials Edition (modules: Financials - Sales - Project Management - Human Resources - Warehouse)