1. Create new companies in Business Central
Learn how to create and set up new companies efficiently in Business Central.
2. Create and process journal entries in Dynamics 365 Business Central
If you want to know how to use general journals, then this module can help. This module explains how to use general journals to post information into the general ledger and other accounts. You can also use the general journal to post cost allocations and other adjustments to the accounts, and then you can reverse and correct entries that are incorrect.
3. Administer Dynamics 365 Business Central online
Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.
4. Migrate data to Business Central
After creating a new company, you can migrate your data to Business Central.
5. Manage users and implement security in Business Central
Learn how to manage users and implement security in Business Central.
6. Work with reports in Dynamics 365 Business Central
In this module, you'll learn how to work with reports in Dynamics 365 Business Central and the difference between preview, run, email, and print.
7. Set up dimensions in Dynamics 365 Business Central
If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.
8. Create workflows in Dynamics 365 Business Central
You can set up and use workflows to connect business-process tasks that are performed by different users. To use workflows in Business Central, you must set up and enable workflows, set up workflow users, and specify how users receive notifications.
9. Introduction to Microsoft Power Platform and Business Central
Do you want to use Microsoft Power Platform with Business Central? This module focuses on the business value and product capabilities of Microsoft Power Platform when you use it with Business Central.
10. Introduction to integrating Dataverse with Dynamics 365 Business Central
If you want to use Dataverse with Dynamics 365 Business Central, this module introduces the basic concepts to help you get started.
11. Get started with the Shopify connector in Dynamics 365 Business Central
Explore the main features of the Shopify connector in Dynamics 365 Business Central. With the Shopify connector, you can import Shopify sales orders. To get started, it's important to become familiar with the main features of Shopify and how to create a Shopify account.
12. Set up general ledger configuration options in Dynamics 365 Business Central
The General Ledger Setup page is where you specify a default setting for the general ledger and other application areas. General ledger setup must be completed for each company that is set up in Business Central.
13. Set up cash management in Dynamics 365 Business Central
Cash management in Dynamics 365 Business Central is used to manage a company's bank accounts. Before you can start processing bank transactions, you should first set up cash management by creating bank accounts and journals.
14. Set up the chart of accounts in Dynamics 365 Business Central
Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.
15. Set up posting groups in Dynamics 365 Business Central
Do you want to know what posting groups do and how they're used in Business Central? This module will explain what posting groups are and what they're used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.
16. Set up general journal templates in Dynamics 365 Business Central
With general journals, users can enter data in general ledger accounts and other accounts, such as customer, vendor, and bank accounts. This module will focus on how to set up general journal templates and batches.
17. Post periodic journal entries in Dynamics 365 Business Central
When you frequently need to enter the same journal postings, Dynamics 365 Business Central provides recurring journals so you can post journal lines on a recurring basis. Additionally, when you use recurring journals, you can post cost allocations by using allocation keys that are based on amounts or percentages.
18. Set up Trade in Microsoft Dynamics 365 Business Central
Do you plan on using Trade in Business Central? If so, this module explains how you can set up the Trade application area in Business Central and how to create locations.
19. Create items in Dynamics 365 Business Central
Do you want to know how to create items in Business Central? This module explains how to set up inventory items, and items of the type service and non-inventory items.
20. Create new bins in Dynamics 365 Business Central
Do you want to know how you can create new bins in Business Central? This module explores the bin creation worksheets to create multiple bins at once.
21. Set up discounts for your customers in Dynamics 365 Business Central
Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.
22. User interface essentials in Dynamics 365 Business Central
Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.
23. Personalize the Microsoft Dynamics 365 Business Central user interface
The user interface for Business Central can be optimized for personal use. This module explains and demonstrates the personalization options that are available to users.
24. Use alternative interfaces for Dynamics 365 Business Central
The modern user interface experience for Business Central isn't limited to the web client. Business Central comes with smartphone, tablet, and Outlook interfaces.
25. Change how documents look in Business Central
Find out how to customize document layouts and reports in Business Central to follow your company's guidelines and preferences.
26. Configure Business Central for Excel and Power BI
Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.
27. Migrate on-premises data to Dynamics 365 Business Central
Are you looking to move to the cloud and easily migrate to Business Central online? This module covers how you can use the built-in migration tools to migrate data to Business Central online from specific product versions.
28. Work with pages in Dynamics 365 Business Central
Do you want to create new pages in Business Central that have the same appearance as existing pages? This module focuses on how to create new pages. It will also show you how to enable users to search for specific pages.
29. Master, supplemental and personal data in Business Central
Business Central is a modern business platform that handles core business processes like sales, purchases, stock, and finance. All these core domains include master and supplemental data. This module explores and lists the most important and frequently used data and describes how to handle personal data.
30. Post purchase item charges in Dynamics 365 Business Central
Do you want to know how to process additional direct item costs, such as freight, in Business Central? This module shows how to process item charges in Business Central and how these charges affect the direct unit cost of an item.
31. Estimate purchase order receipt dates in Dynamics 365 Business Central
Do you want to estimate purchase order receipt dates? This module provides an overview of the date fields on purchase orders and explains the relationships between them.
32. Receive and invoice items in Dynamics 365 Business Central
Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.
33. Create purchase documents in Dynamics 365 Business Central
Do you need to create purchase documents like blanket orders, orders, and invoices? This module provides basic information that you should know to create these purchase documents in Business Central.
34. Create sales documents in Dynamics 365 Business Central
Do you need to create sales documents like quotes, orders, and invoices? This module provides basic information you should know to create these documents in Dynamics 365 Business Central.
35. Ship and invoice items in Dynamics 365 Business Central
Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers, and how to invoice items and services to customers.
36. Set up returns management in Dynamics 365 Business Central
Do you need to handle sales and purchase returns? In this module, learn how to set up returns management in Dynamics 365 Business Central.
37. Manage customer returns in Dynamics 365 Business Central
Do you need to learn how Business Central handles sales returns? Learn how to enter return agreements and process and post return documents. You will also learn about return orders, and how to enter replacement items on a sales return order.
38. Perform a bank reconciliation in Dynamics 365 Business Central
Do you want to find out how to reconcile bank accounts in Dynamics 365 Business Central? If so, then this module is for you. The bank reconciliation feature is used to check the bank ledger entries and the balance on the accounts against the statement from the bank.
39. Set up payment reconciliation journals in Dynamics 365 Business Central
Do you want to know how to set up payment reconciliation journals in Dynamics 365 Business Central? This module will focus on how to set up payment reconciliation journals. It also explains how to modify payment application rules to automatically apply payment lines.
40. Use the payment reconciliation journal in Dynamics 365 Business Central
Do you want to discover how to use payment reconciliation journals in Business Central? If so, then follow this module, which shows how to use the payment reconciliation journal to import bank statements and automatically match payments. This module also explains how you can post and reconcile the payment lines.
41. Set up assembly management in Dynamics 365 Business Central
Do you assemble items? This module will focus on how to set up assembly management in Business Central and how to prepare warehouses in Business Central for assembling items.