Microsoft Dynamics 365 Business Central Fundamentals Training Course
Microsoft Dynamics 365 Business Central is a comprehensive, cloud-based business management solution designed to help small and medium-sized enterprises streamline and unify their financials, sales, customer service, and operational processes. Built on the Dynamics 365 platform, it offers extensive customisation capabilities to address the unique requirements of any organisation. Key capabilities include financial management, supply chain oversight, project handling, and customer relationship management. The solution seamlessly integrates with other Microsoft ecosystems, such as Office 365 and Power BI, to enhance functionality. Ultimately, Business Central provides a robust and adaptable toolset for organisations to manage their day-to-day activities and foster business growth.
Target Audience:
This course is tailored for small and medium-sized businesses operating in sectors such as manufacturing, retail, professional services, and construction. It is ideal for organisations seeking to centralise and automate their financial, sales, service, and operational workflows on a single platform. The content is also relevant for professionals responsible for implementing and maintaining the system within their companies, including business administrators, finance managers, project managers, and customer service representatives.
Learning Objectives:
- Gain a clear understanding of the system's core functionalities and how it facilitates the automation and integration of financials, sales, service, and operations.
- Develop the ability to navigate the interface effectively and execute essential tasks, such as creating and managing financial records, overseeing inventory, and processing sales orders.
- Learn how to tailor the system to specific business needs, including configuring user roles, establishing custom fields and forms, and designing workflows.
- Acquire skills in leveraging integrations with Microsoft products like Office 365 and Power BI to maximise utility.
- Understand techniques for troubleshooting and resolving common operational issues within the system.
- Equip yourself to provide training and support to fellow users within your organisation.
- Grasp the security protocols and compliance standards inherent in the system.
- Comprehend the various 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
- Foundational knowledge of accounting and financial management principles, including debits, credits, account balances, and financial statements.
- Familiarity with core business management concepts, such as customer relationship management and supply chain logistics.
- Basic computer literacy, with practical experience using Microsoft Office applications like Excel and Outlook.
- Comfort with web-based applications and cloud software environments.
- Basic knowledge of SQL is advantageous but not mandatory.
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Microsoft Dynamics 365 Business Central Fundamentals Training Course - Enquiry
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