Business Central Accounting Finance Management

Dynamics 365 Business Central Financials

Certification Dynamics 365 Business Central Finance

You will Learn:

Dynamics 365 Business Central

• Understand use cases for Business Central modules
• Set up Business Central
• Configure Financials, Operations
• Sales and Purchasing
• General Ledger
• Accounts Payable
• Accounts Receivable
• Bank Reconciliation
• Fixed Assets
• Inventory Management
• Financial Reporting
• Power BI
• Lastly, Understand Integration and Automation scenario

Dynamics 365 Business Central Financials Course

With Dynamics 365 Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimize your operations.

Is this the Right Dynamics 365 Business Central Finance Course for you?

Dynamics 365 Business Central  Financials for Accounting Managers, Accountants, Financial Support  manage application setup processes for small and medium businesses.

Good to know before you attend the class:

This course is designed for Dynamics 365 Business Central Financial Manager who work  Business Central

Course Outline

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
• Login to Office 365 Portal
• Launch Dynamics 365
• Show the Dynamics 365 options
• How to pin the various items
• BC, Sandbox, CRM, Talent
• Launch Business Central
• The User Interface
• Short orientation of dashboard
• User Personalization
• Show how to access personalization
• Good only for you not organization wide

Using Search for Page or Report

• Search for “Company Info”
• Pages & Tasks – Most often what you are looking for
• Documentation – Takes you to help/support info
• App Source – If there are apps that relate to what you searched

Module 2: Setting Up Dynamics 365

• Building Blocks of Business Central
• Master Company Records
• The chart of accounts
• General journals
• G/L Account Cards
• Chart of Accounts Page
• Customer Cards
• Vendor Cards
• Item Cards
• Master Data List

Setup in Microsoft Dynamics Business Central – Assisted or Manual

Assisted Setup

• Migrate Business Data
• Excel – minimum master data tables
• Dynamics GP  (Great Plains)
• QuickBooks & QBO
• DEMO: Import Excel file w/ Master 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

LAB – are we showing them the steps of setting up their own company or are they doing the steps themselves.

Create Company

• Manual Setup (Filter by Area in Ascending Mode)

Configuration templates – Number series etc.

• 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
• Administration setting for all companies

Module 3: Working with Business Central  

Lessons

• Changing Basic Settings
• 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 Shortcut

Module 4: Managing Bank Accounts

Lessons

• Set Up Bank Accounts

Lab:

• Create Bank Account
• Search Bank Account
• Select Bank Account List
• PNC – Your Initals
• Select Bank Posting Group
• Set Up the Envestnet Yodlee Bank Feeds Service
• Set Up the Bank Data Conversion Service
• Setup Credit card sub-account

Module 5: 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 6: Purchasing

Lessons

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

Module 7: Products, Items and 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

Day 2: Sales, Purchasing, and Order Processing

Module 8: 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 9: 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