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, service, and operations. Built on the robust Dynamics 365 platform, it offers extensive customization options to suit specific business requirements. Key capabilities encompass financial management, supply chain oversight, project management, and customer relationship management. Furthermore, it seamlessly integrates with other Microsoft tools like Office 365 and Power BI to enhance functionality. Ultimately, Business Central provides a flexible, all-encompassing solution for businesses to manage their operations effectively and foster growth.
Target Audience:
The Fundamentals of Microsoft Dynamics 365 Business Central are tailored for small and medium-sized businesses across diverse sectors, including manufacturing, retail, professional services, and construction. This course is ideal for helping these organizations automate and connect their core processes within a single platform. It is also particularly beneficial for professionals responsible for implementing and maintaining the system, such as business administrators, finance managers, project managers, and customer service representatives.
Learning Objectives:
- Gaining a clear understanding of the system's overall functionality and capabilities, including how it automates and connects financial, sales, service, and operational workflows.
- Acquiring the skills to navigate the interface proficiently and execute essential tasks, such as creating and managing financial records, handling inventory, and processing sales orders.
- Learning how to customize the system to address specific business needs, including setting up users and roles, designing custom fields and forms, and establishing workflows.
- Understanding how to leverage integrations with other Microsoft products, such as Office 365 and Power BI, to enhance productivity.
- Developing the ability to troubleshoot and resolve common issues that may arise during system usage.
- Learning how to provide training and support to other team members within the organization.
- Gaining insight into the system's security and compliance frameworks.
- Understanding the available licensing options for Microsoft Dynamics 365 Business Central.
Course Outline
Module 1: Exploring the Core Capabilities of Dynamics 365 Business Central
Lesson 1: Introduction to Business Central
Lesson 2: Generating Reports and Integrating with Business Central
Module 2: Mastering the Fundamentals of Finance in Business Central
Lesson 1: Exploring the General Ledger in Microsoft Dynamics 365 Finance
- Understanding Charts of Accounts
- Exploring Financial Dimensions concepts
Lesson 2: Exploring Accounts Payable and Accounts Receivable
- Processing and administering the purchase cycle
- Processing and administering the sales cycle
Lesson 3: Exploring Fixed Asset Management
- Managing the Lifecycle of Fixed Assets
Module 3: Mastering the Fundamentals of Supply Chain Management
- Defining Bill of Materials (BOM), Routing, and Planning
- Creating Production Orders
- Creating Service Items
Module 4: Mastering the Fundamentals of Human Resources
Lesson 1: Creating Resources
Lesson 2: Managing Resource Capacity and Availability
Requirements
- Foundational knowledge of accounting and financial management concepts, including debits, credits, account balances, and financial statements.
- Familiarity with core business management principles, such as customer relationship management (CRM) and supply chain management.
- Basic computer proficiency, including experience with Microsoft Office applications like Excel and Outlook.
- Understanding of web-based applications and cloud-based software environments.
- Basic knowledge of SQL is advantageous but not mandatory.
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