Microsoft Dynamics 365 Business Central Fundamentals Training Course
Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution that helps small and medium-sized businesses automate and connect their financials, sales, service, and operations. It is built on the Dynamics 365 platform and can be customized to meet the specific needs of a business. Some key features include financial management, supply chain management, project management, and customer relationship management. Additionally, it integrates with other Microsoft products such as Office 365 and Power BI for added functionality. Overall, Business Central aims to provide businesses with a comprehensive and flexible solution to manage their operations and drive growth.
Target Audience:
Microsoft Dynamics 365 Business Central Fundamentals is targeted towards small and medium-sized businesses across various industries such as manufacturing, retail, professional services, and construction. It is designed to help these businesses automate and connect their financials, sales, service, and operations in one platform. Business Central Fundamentals is also suitable for individuals who are responsible for implementing and maintaining the system within their organization, such as business administrators, finance managers, project managers, and customer service representatives.
Learning Objectives:
- Understanding the overall functionality and capabilities of the system, including how it can be used to automate and connect financials, sales, service, and operations.
- Being able to navigate the system and perform basic tasks such as creating and managing financial records, managing inventory, and processing sales orders.
- Understanding how to customize the system to meet specific needs of the business, such as setting up new users and roles, creating custom fields and forms, and creating and managing workflows.
- Knowing how to use and benefit from integration with other Microsoft products such as Office 365 and Power BI.
- Understanding how to troubleshoot and resolve common issues may arise when using the system.
- Being able to provide training and support to other users within the organization.
- Understanding the security and compliance aspect of the system
- Understanding of the 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
- Basic knowledge of accounting and financial management concepts, such as debits and credits, account balances, and financial statements.
- Familiarity with basic business management concepts, such as customer relationship management and supply chain management.
- Basic computer skills, including experience with Microsoft Office products such as Excel and Outlook.
- Familiarity with web-based applications and cloud-based software.
- Basic knowledge of SQL is a plus.
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